Investment analyst Work, Jobs in Lymm, Chs (with Salaries)

Investment Analyst
AJ Bell —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Gym membership
Quick apply
6d
Analyst, Data Analytics - Transaction Services - Manchester
Alvarez & Marsal —Manchester
- Computer Science
- Data analysis skills
- English
Analyst, Data Analytics - Transaction Services - Manchester
Alvarez and Marsal —Manchester
- Full-time
- Computer Science
- Data analysis skills
- English
Financial Planning Analyst - Stoke
Rapiscan —Stoke-on-Trent
- Microsoft Excel
- Communication skills
Commercial Financial Analyst
Warburtons —Bolton
- Full-time
- Microsoft Excel
- Analysis skills
- Bakery
- Annual leave
- Employee discount
14h
Senior Finance Analyst
Evolution Money —Manchester
- Up to £55,000 a year
- Full-time
- Analysis skills
- Financial services
- Annual leave
Quick apply
Commercial Finance Analyst
Matalan —Liverpool
- Full-time
- Microsoft Excel
- SQL
- AI
- Employee discount
Quick apply
ePMO Finance Analyst (12-Month Fixed Term Contract)
Freshfields —Manchester
- Full-time
- Microsoft Excel
- Analysis skills
- No degree
Senior Commercial Finance Analyst – Business Partnering
JDSPORTS —Bury
- Full-time
- Microsoft Excel
- Oracle
- Analysis skills
- Employee discount
Quick apply

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Investment Analyst

AJ Bell -
Manchester

Quick apply

Job details

Full-time
6 days ago

Benefits

Casual dress
On-site gym
Company pension
Employee assistance programme
Private medical insurance
Gym membership

Qualifications

Microsoft Powerpoint
Report writing
Microsoft Excel
Microsoft Office
Analysis skills
Financial services
Communication skills

Full job description

Job Description

We’re recruiting an Investment Analyst at AJ Bell to play a key role in shaping, evolving and managing AJ Bell’s discretionary portfolio offering.

This is a dynamic and highly analytical role where you’ll play a key role in designing, manufacturing, monitoring and maintaining AJ Bell managed Portfolios and funds.

In the role, you’ll support the Head of Investment Solutions in the maintenance of AJ Bell discretionary managed portfolios across the following areas:

Product governance (IPS design and monitoring).
Strategic and tactical asset allocation implementation.
Capital markets assumptions reporting production.
Working with Research function to devise appropriate portfolio implementation strategies.
Development and production of investment management MI.
Produce regular literature on a monthly, quarterly, and ad-hoc basis.
Provide reports (and attendance where appropriate) at departmental committees.
Portfolio Implementation (Fund trading and model updates).
Engage with other areas of the business to support the growth of both AJ Bell Investments and the wider business, and ensure portfolio updates are communicated to investors.
Train, mentor and develop future departmental employees.
Supporting and enabling the business to achieve its regulatory requirements, including Consumer Duty.

What you’ll bring:

Competence

Previous experience in a similar analytical role, with experience working in the financial services and/or investment industries.
Relevant Level IV QCF Qualification (or working towards in the short term).
Working towards further qualifications in the longer term.

Knowledge & Skills

Strong analytical and problem-solving skills
A highly innovative and forward-thinking mindset
Excellent communication and interpersonal skills
Advanced report writing and data storytelling abilities
Proficiency in Microsoft Office, especially Excel and PowerPoint

About AJ Bell

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026, a reflection of our supportive and collaborative culture.

What we offer

Competitive starting salary
26 days holiday, increasing with service + buy/sell scheme + bank holidays
7% Pension with matched contributions
Discretionary bonus scheme
Share schemes (including free shares and BAYE)
Health Cash Plan and discounted private healthcare
Free onsite gym
Enhanced family leave (subject to qualifying criteria)
Travel and bike loan schemes
Employee Assistance Programme

Life at AJ Bell

Regular social events including summer and Christmas parties
Learning and development opportunities tailored to you
Casual dress code
Friendly, supportive team environment

Our ways of working

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of working time per month in the office. For new team members, an initial period will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.

Quick apply

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