Investment Analyst

Job Description

At AJ Bell, we believe investing should feel good. That means creating investment solutions that are well designed, carefully managed and focused on delivering good outcomes for customers.

As an Investment Analyst within AJ Bell Investments, you’ll play an important part in shaping and managing our discretionary portfolios. Working closely with the Head of Investment Solutions and colleagues across Investments, you’ll turn market insight, research and data into practical portfolio decisions, helping ensure our investment solutions remain robust, relevant and straightforward for the people who invest with us.

It’s a varied role combining investment analysis, portfolio implementation and product governance, with the opportunity to contribute ideas, challenge thinking and help us continually improve how we invest for our customers.

What you’ll do

• Help shape our managed portfolios, supporting strategic and tactical asset allocation and translating investment thinking into effective portfolio implementation.
• Turn research into investment decisions, working closely with the Research team to develop appropriate portfolio implementation strategies.
• Support strong investment governance, helping design and monitor Investment Policy Statements and ensuring portfolios remain aligned with their objectives.
• Bring investment data to life, developing meaningful management information, capital market assumptions reporting and clear insights that support informed decision-making.
• Put portfolio decisions into practice, supporting fund trading, model portfolio updates and the ongoing maintenance of AJ Bell’s discretionary managed portfolios.
• Communicate clearly with different audiences, producing regular investment literature and committee reporting, and helping ensure portfolio developments are understood across the business and communicated effectively to investors.
• Work collaboratively across AJ Bell, sharing expertise and supporting the continued growth and development of AJ Bell Investments and our wider investment proposition.
• Help maintain high standards, supporting Consumer Duty and wider regulatory requirements while sharing your knowledge and helping develop colleagues within the team. 

What you’ll bring

• Experience in an analytical role within investments, asset management or financial services, with the ability to interpret complex information and turn it into clear, practical insight.
• Strong analytical and problem-solving skills, alongside a thoughtful and curious approach to investment challenges.
• A relevant Level 4 QCF qualification, or a commitment to achieving one in the short term, with an appetite to continue developing your professional knowledge.
• Strong communication and interpersonal skills, with the confidence to work collaboratively with investment specialists and colleagues across the wider business.
• The ability to produce clear, high-quality reports and use data to tell a meaningful story and support investment decisions.
• Confidence using Excel and PowerPoint to analyse information and communicate findings effectively.
• A forward-thinking mindset. You’ll be comfortable contributing ideas, looking for better ways of doing things and taking ownership of your work.
• Most importantly, you’ll bring sound judgement, curiosity and a genuine interest in helping create investment solutions that deliver good outcomes for customers.

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.

Qualifications

Additional Information