Investment Operations Analyst

Job Description

At AJ Bell, we believe investing should feel good. Behind that is a strong Investment Operations team making sure our investment products run smoothly, controls work as they should and issues are identified and resolved quickly.

As an Investment Operations Analyst, you’ll play an important part in keeping our funds and Managed Portfolio Services operating effectively. You’ll combine investment operations with risk, controls and third-party oversight, helping us deliver reliable investment services that give customers and advisers confidence in AJ Bell.

What you'll do

• Carry out key operational and oversight controls across our investment products, identifying exceptions and escalating issues where needed.
• Help manage operational risks, incidents and potential breaches, supporting investigations and seeing actions through to resolution.
• Turn operational and investment data into clear management information, highlighting trends, exceptions and emerging risks.
• Support oversight of third-party service providers and delegates, including service reviews, due diligence and follow-up actions.
• Help keep our funds and Managed Portfolio Services running effectively through operational checks, reporting, data and wider middle-office activity.
• Support the onboarding of new partners and platforms, alongside product, regulatory and operational change.
• Look for practical ways to improve processes and controls, helping make Investment Operations more efficient, consistent and resilient.

What you'll bring

• Experience in investment operations, or a comparable role within regulated financial services.
• A good understanding of operational risk and controls, including identifying issues, escalating concerns and supporting remediation.
• Knowledge of funds, model portfolios and the operational processes that support investment products.
• A relevant Level 4 qualification, such as the Investment Management Certificate (IMC) or Investment Operations Certificate (IOC). This is an essential requirement for the role.
• Strong analytical and numerical skills, with good attention to detail and confidence working with investment and operational data.
• The ability to interpret management information, spot exceptions and recognise trends that may need further attention.
• A proactive approach, with the confidence to take ownership, follow actions through and communicate clearly with different stakeholders.
• Experience of third-party oversight, due diligence, MPS onboarding or middle-office activities would be useful, but isn’t essential.

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 762,000customers trust us to manage more than £121.5billion 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 a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer

• Salary depending on experience
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays  
• 6% Pension with matched contributions  
• Discretionary bonus scheme  
• Share schemes (including free shares and BAYE)  
• Health Cash Plan and discounted private healthcare  
• Free gym membership 
• 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  

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.  

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.  

Inclusion & diversity  

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

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

Your application, reviewed by people

We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.

Qualifications

Additional Information