The Company: Our client is an Investment and Wealth management company, highly recognised and fantastic reputation. The Role: The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team. The successful candidate would ideally have an understanding of Trade Settlements processes and Asset Transfers and more »
Bristol, Avon, South West, United Kingdom Hybrid / WFH Options
Hargreaves Lansdown Asset Management Limited
please go ahead and apply. We'd love to hear from you! About the role HL have an exciting opportunity to join our new Investment & Programme Office team within the Finance function as the Head of Strategic Portfolio Planning. In this role, you will be responsible for planning and … mobilizing the enterprise-wide programme portfolio that supports HL's corporate strategy. You will lead the Portfolio Planning & InvestmentManagement function, overseeing a diverse change portfolio that includes major programmes in product development, client experience, save to invest, regulatory initiatives, digital transformation, operating model, and organizational design. What … s Programme Portfolio budget (>50m), aligning initiatives to the business strategy and facilitating decision-making to optimise return on investment. Designing and managing an investmentmanagement process and lifecycle including facilitation of the Business Investment Committee. Responsible for leading and coaching Business Owners to articulate their strategy more »
Employment Type: Permanent, Part Time, Work From Home
Bristol, Avon, South West, United Kingdom Hybrid / WFH Options
Hargreaves Lansdown Asset Management Limited
and design, discuss and implement tactical cross-asset allocation trades for the HL Multi-Manager funds. In this brand-new role within HL Fund Management, you will have significant input into the tactical and strategic asset allocation process, with the autonomy and scope to apply your market knowledge and … quantitative experience to formulate and define the team's view and outlook on markets. This is an exciting time to join our Fund Management business, with a large and growing range of multi-asset funds, and a unique opportunity to design the tactical asset allocation framework for the HL … mixed assets funds. You will be working in close collaboration with our high performing Fund Management team and engaging with colleagues to achieve buy-in of your vision. What you'll be doing Conducting macroeconomic and market research to identify the best investment opportunities across different asset classes more »
Employment Type: Permanent, Part Time, Work From Home
The Company: Our client is a wealth management company, highly recognised and fantastic reputation. The Role: The Business Manager will work closely with the Front Office, specifically with the Client Services teams and senior stakeholders to drive business, technological and regulatory related improvements across the Client Services team. The … Business Manager will focus on developing strategic plans to support the Wealth Management firms long-term goals and help identify areas for improvement and implement change to increase efficiency to meet the needs of a rapidly growing business. The Business Manager will provide analytical support to the Client Services … Team across all aspects of the Wealth Management business The Business Manager will provide support/lead on IT Projects as required, be a key driver of change andwill act as point of contact for new investment services as required. The Business Manager will collaborate with wider Wealth more »
City of London, London, United Kingdom Hybrid / WFH Options
Prime Personnel
A prestigious European Bank is seeking a dynamic individual to work in this varied role (Office Management duties 75%, PA duties 25%). Your responsibilities will include: Liaising with the Facilities Management team ensuring all functions/tasks are documented within the SLA and completed within appropriate timeframe … and v ender m anagement, SLAs, BCM etc) Full PA support to London office General Manager (organising business trips, arranging meetings/lunches, diary management etc) Processing invoices/staff expenses Your experience must include: Strong proven office management and PA skills gained within a Bank or InvestmentManagement house Fluent German is essential Strong IT skills Excellent communication skills both written and verbal to liaise at all levels Please note this role will be working hybrid 3 days a week in the office and 2 days remotely. more »
The Company: Our client is a wealth management company, highly recognised with a fantastic reputation. The Role: TheCompliance Manager will Report into the Head of Compliance within the Wealth Management business. The Compliance Manager role will have an Investment Advisory focus. Working in the Bristol officeThe Compliance … Manager will monitor the regulatory environment for key regulatory initiatives relating to investmentmanagement, recommending, and implementing solutions. The Compliance Manager will provide a Compliance Advisory service & will support the InvestmentManagement company on asset management issues including routine advice and resolution of issues relating … updating of compliance policies and procedures to ensure fit for purpose and regulatory needs. The Compliance Manager will be responsible for monitoring of portfolio management compliance systems and will supporton investment platform issues. TheCompliance Manager will ensure all Investment breaches of FCA Rules are properly investigated, recorded more »
the chance to work with high-profile clients and broaden your experience. The Financial Services (FS) Indirect Tax team specialises in Banking & Capital Markets, InvestmentManagement, Insurance, and Fintech, providing tailored VAT and IPT advice on complex transactions . The team stays updated on relevant tax issues, collaborates more »
Birmingham, West Midlands, United Kingdom Hybrid / WFH Options
Rec-Sense Recruitment Ltd
the Financial Services Risk Assurance (FSRA) team, which is part of the wider Risk Assurance Services faculty. The role-holder will support the Client Management Team in the day-to-day delivery of internal audit and wider risk assurance services to a portfolio of financial services clients. Overall job … services, the role-holder will be a strong ambassador for the organisation, promoting brand awareness and upholding high ethical standards of business. Responsibilities Staff Management Resource planning to ensure all client engagements are adequately resourced in a timely manner. Providing bespoke training programmes for junior staff. Managing staff utilisation … Recovery & Resolution Planning (RRP) ICAAP and Pillar 3 reporting Senior Managers & Certification Regime FCA Systems and Controls - especially in relation to Compliance and Risk Management Frameworks Governance Conduct Risk Management The role holder will have extensive experience of working in different financial services sectors, such as: Insurance Banking more »
The Client An established and widely known Wealth Management firm servicing InvestmentManagement needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the InvestmentManagement firm, supporting the daily Transaction Reporting processes as … with the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the InvestmentManagement firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework within more »
SALARY: 32-38K The Company: Our client is a boutique wealth management company, highly recognised with a fantastic reputation. The Role: The Investment Assistant position is working for an important InvestmentManagement team within a highly credible Wealth Management company based in the City … of BRISTOL. The role will assist in resolving the Wealth Management firms client queries regarding their Investment Portfolios or Account Opening. The Investment Assistant will collate and distribute Account Opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided … for the Wealth Management clients. The Investment Assistant will collate Investment Statements ensuring that information around the Wealth Management client’s InvestmentManagement objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved. Monitor the progress and more »
join a growing FinTech organization composed of a diverse team of engineers, quants, and financial professionals. Their mission is to enhance client centricity in investmentmanagement by leveraging next-generation portfolio construction and analysis platforms. What you'll do: * Lead and manage a medium-sized team. * Engage with more »
Glasgow, Lanarkshire, Scotland, United Kingdom Hybrid / WFH Options
Sanderson Recruitment
Manager to join their dynamic team. This role is perfect for a motivated professional looking to make a significant impact in the wealth and investmentmanagement sector. As a CASS Audit Manager/Senior Manager, you will be the principal contact for clients, ensuring compliance with statutory and … wider marketplace Acting as an ambassador for the firm Contributing to new opportunities and securing new work, with the support of the wider senior management team and Business Development team Required Skills: ICAS, ICAEW, ACCA qualified accountant (or equivalent) Strong industry and technical knowledge, ideally within wealth and investmentmanagement Relevant experience in managing multiple client portfolios, ideally within a practice setting Excellent communication skills and to be able positively impact and influence others Relevant experience within a CASS Specialist role or a similar role is preferred If you are an experienced CASS Audit Manager/Senior more »
Senior Software Engineering Manager - People Management, SDLC, Investment Data, ESG, InvestmentManagement, London, Permanent - Up to 115,000 + Bonus & BenefitsMy client a leading Investment Manager are seeking aSenior Software Engineering Manager to run their Regulatory Technology Team within Investments Technology on a permanent basis.You … will be responsible for looking after a team of 8 - 10 Engineers, undertaking a mixture of typical line management responsibilities (121s, performance reviews, task allocation etc.) as well as driving delivery, ensuring best practices and wider team and stakeholder engagement (Portfolio Managers, Product Owners)To be successful you will … require:A minimum of 5 years of experience in a technical managerial role within Investment Banking/Management.Project and people/line management skills, including delivery, budgeting, 121s, stakeholder managementA Strong background in enterprise Python or JavaExperience developing and deploying to public cloud, ideally AWS.In-depth knowledge of more »
Are you a driven sales professional with a proven track record in the banking and investmentmanagement platforms? Do you have a passion for selling innovative SaaS solutions to financial institutions? If so, we want you to join our dynamic team as a Sales Manager EMEA, based in … and enhance their customer experiences. Our cutting-edge technology and commitment to excellence have positioned us as a trusted partner in the banking and investmentmanagement sectors. Key Responsibilities Drive sales of our Core Banking SaaS Solution across the EMEA region. Identify and target key decision-makers within … the banking and investmentmanagement sectors. Develop and maintain strong relationships with clients, ensuring high levels of satisfaction and engagement. Collaborate with cross-functional teams to deliver tailored solutions that meet client needs. Meet and exceed sales targets in a fast-paced and competitive environment. Stay informed about more »
SALARY 30-42K The Company Our client is a large entrepreneurial InvestmentManagement firm with exciting growth prospects The Role The Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner. The Transitions Administrator … Pershing NEXUS system and to follow up and update on progress. The Transitions Administrator will check, and process transfer requests received from the relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing system. The Transitions Administrator will communicate with counterparties, fund managers and custodians … The Transitions Administrator will be responsible for receiving Transfer cheques in to the business , cross checking information, updating the system and passing to cash management team for processing. The Transitions Administrator will maintain relationships with third party administrators, Fund Managers and custodian, and attend and represent the business in more »
If you're passionate about brand development and ready to make an impact, this is your chance The more creative' the better - sector knowledge (InvestmentManagement) not a pre-requisite. This is a little bit different and a role that needs you to be happy and motivated by … Responsibilities: Develop and execute marketing strategy, ensuring alignment with organizational goals and compliance standards. Spearhead efforts to enhance brand, presence, and reputation in the investmentmanagement industry. Manage online presence and multimedia strategy to engage stakeholders effectively. Coordinate press releases and external communications, aligning messaging with brand values … and regulatory requirements. Champion the development of corporate assets, whitepapers, and thought leadership pieces. Provide support to Investment teams in creating presentations and maintain consistent branding. Identify PR and marketing opportunities to elevate brand presence. Forge partnerships with conference organizers for speaking opportunities. Essential Skills: Minimum 10 years of more »
Data Frameworks London - 4x a week £80-90,000 bonuses Seeking a skilled Data Engineer to join a company specialising in quantitative trading and investment management. This role is pivotal in building and maintaining the infrastructure that supports their cutting-edge trading strategies. Key Responsibilities: Design and manage scalable more »
Our client is a distinguished global investmentmanagement firm recognised for its innovative strategies aimed at delivering high-quality, uncorrelated returns across financial markets. Their success is rooted in rigorous scientific research and a profound understanding of trading, technology, and operations. Responsibilities Engage in the comprehensive lifecycle management … enhance speed and efficiency in trade execution. Collaborate closely with diverse teams across the firm, including quantitative analysts, traders, operations specialists, compliance officers, risk management professionals, and IT experts, driving innovation across the organization. Qualifications Bachelor s degree in Computer Science, Engineering, or related subject 4 years of relevant more »
Monday to Friday. This role could be hybrid, or even fully remote for the right candidate. Our client is an exciting Energy Investment company based in London, and this role could provide you with a unique opportunity to join this dynamic and ever-changing business . The successful candidate … will report to the COO and join a small, high-profile team tasked with investmentmanagement services for clients. RESPONSIBILITIES: The role holder will be responsible for End-to-end post-execution Trade Flows, this includes: Daily reconciliations between trades, executing brokers, clearing brokers and Administrators Working closely more »
Looking for your next contract with a leading alternative investmentmanagement firm? You re going to be coming in to help with the build out of a generative AI piece of software that allows the research team to assess which companies are suitable for investing in. This enables more »
