51 to 75 of 152 Portfolio Management Jobs in the UK

offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery. Candidate is expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role … identifying propositions that meet them. You will report into the Proposition and solution consultant lead. Responsibilities To keep domain knowledge up to date across: management end to end functions. products change trends competitors and associated products To support Wealth Proposition(s) leads in: Innovating in identifying and defining new … Experience, Skills & Qualifications of Wealth market place to end wealth functional knowledge covering - Onboarding/Offboarding, Money in/out, Transfers In/Out, Portfolio Management, Order Management, Trading and settlement, Corporate actions, Dividends, Capital Gain Tax, Regulatory Reporting and client communications product knowledge; General investment accounts more »

As the Project Manager develops skills and experience, and demonstrates their capabilities, they will progress to the Senior Project Manager (Level 2) role. 1.Project Management * Manages projects of varying size, ranging from large-scale, complex projects often involving multiple internal and external components and matrix partners, to smaller tactical … identify training requirements and support teams with operational readiness to deliver the plan 2.Project Assurance & Governance * Serves as a subject matter expert for project management and project delivery in routinely briefing key stakeholders on different aspects of assigned initiatives * Develops the project brief/mandate, project plan, resource/… stakeholder plan, project controls and related project management products for the purpose of project approval and subsequent delivery * Defines and tracks project milestones while managing the project team and reporting on overall delivery against plan * Publishes regular project status reports for stakeholder review * Schedules and facilities project meetings (project more »

Business Transformation PM's into the newly created PMO. ROLE This role is responsible for the delivery of strategic business change projects with matrix-management responsibility of project resources and third-party suppliers as appropriate. The project manager will work with sponsors and stakeholders across a range of areas … within the firm to clearly define and deliver projects that bring maximum return on investment to the firm. TEAM The Portfolio Management Office (PMO) is a global function that is responsible for the governance and delivery of programs and projects, working closely with other business services functions. The … PMO portfolio of work is broad and includes business and digital transformation, process improvements and technology implementations often working with a third-party supplier or solution provider. KEY RESPONSIBILITIES Support the definition of the business case with the business sponsor and other key stakeholders, and create project plans and more »

Business Transformation PM's into the newly created PMO. ROLE This role is responsible for the delivery of strategic business change projects with matrix-management responsibility of project resources and third-party suppliers as appropriate. The project manager will work with sponsors and stakeholders across a range of areas … within the firm to clearly define and deliver projects that bring maximum return on investment to the firm. TEAM The Portfolio Management Office (PMO) is a global function that is responsible for the firm-wide governance and delivery of programs and projects, working closely with other business services … functions. The PMO portfolio of work is broad and includes business and digital transformation, process improvements and technology implementations often working with a third-party supplier or solution provider. KEY RESPONSIBILITIES Support the definition of the business case with the business sponsor and other key stakeholders, and create project more »

in NewCos, investments in existing start-ups leveraging technology through to follow-on investments in existing portfolio. You will also be working closely with portfolio companies supporting them in multiple ways to catalyse their growth. Responsibilities: Scouting: Proactively engage with academics and founders to build strong relationships and deep … Develop strong network of investors that can participate in early and later stage financings, playing a lead role in building and managing investment syndicate. Portfolio Management: Manage portfolio company post investment, assuming board position. Provide continued insight, direction, and support to portfolio companies across all stages … in medical device, diagnostics or life science tools. PhD or Masters in a health-related disciple. MBA. Strong financial modelling skills. Board experience. Line management experience. Experience in creating and executing development strategies for growth companies. Understanding and experience navigating FDA regulatory process. Experience protecting IP assets. Understanding and more »

Insight Investment are seeking a Portfolio Manager to manage Asset-Backed Securities (ABS) portfolios. The successful individual will sit within the Secured Finance team, based in London. Role Responsibilities •Portfolio construction and management of ABS funds investing globally. •Evaluating investment opportunities across a diverse opportunity set in … prospective clients •Liaise with internal stakeholders as required, including but not limited to: Compliance, Legal, Risk, Investment Committee. Experience Required •Proven track record of portfolio management of ABS portfolios. •Ability to construct ABS portfolios based on client requirements. •Strong investment analysis within ABS markets across a diverse range … s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and more »

Senior Commercial Portfolio & Customer Journey Analyst The Senior Commercial Portfolio & Customer Journey Analyst will be pivotal in ensuring timely and accurate invoicing, settlement tasks, and data management for our electricity portfolio. Reporting to the Head of Energy Services this position is responsible for ensuring accurate settlement of … give us a unique edge when trading and maximising our own assets and those of our clients. We have built not only an impressive portfolio of energy assets, but also a seriously ambitious and knowledgeable team. What you’ll be doing Billing & Settlements Accurately and promptly execute invoicing and … reconciliation of payments. ROCs and REGOs Settle external ROC and REGOs trades in accordance with contracted terms Provide support for ROC/REGO inventory management, customer allocation, reporting and any customer queries. Customer Journey Enhancement Revamp the invoice presentation to enhance readability, brand alignment, and overall customer satisfaction. Collaborate more »

need to know: The role involves working in the Capital Modelling and Risk Analytics Team, including the AIG Group model used for capital, risk management and portfolio management at a firm-wide level as well as Europe (AESA) and UK Solvency II Approved Internal Models. The team more »

credit research analyst for trading & shipping (t&s) is accountable for fundamental credit views and analysis in support of t&s' commercial and credit portfolio management strategies, including the development of counterparty-specific credit ratings and reviews. He or she will partner closely with other local and global … staff in support of business and growth strategies, and with other credit research staff across regions to align underwriting approach and inform industry or portfolio level risk management outlooks and reviews. Given the breadth of knowledge and experience provided by this role, candidates are expected to demonstrate a … and trading organization. Key Accountabilities: Specific accountabilities will include but not be limited to the following: Analyse counterparties and assign credit ratings across coverage portfolio, taking into consideration evaluation of financial statements, industry knowledge and expertise and relevant qualitative factors - including the proficient analysis of counterparties in complex industries more »

to complete the Chinese Cover Letter. Assist department head to conduct geography, industry and sector analysis. Assist department head/CA team head in portfolio management, client portfolio monitoring and preparation of MI reporting. Take meeting minutes for department meetings or when required. Support internal policy review more »

service support. You'll collaborate with the Client Service team to provide solutions and support, making a difference to our global clients. Responsibilities : Client Portfolio Management: Manage a portfolio of high-profile global clients across ETD/OTC cleared products. Trade Lifecycle Support: Handle trade lifecycle processes … including cash and collateral management, static data updates, and FX processing. Timely Query Resolution: Acknowledge, investigate, and resolve client queries within expected timeframes, adhering to industry standards. Root Cause Analysis: Provide in-depth analysis and root cause identification for client portfolios. Chair internal meetings to resolve issues and prevent … Qualifications : Experience: Substantial previous experience in a similar position. Business/Financial Background: Relevant experience in a business or financial environment is preferred. Project Management Skills: Demonstrated ability to prioritise multiple tasks and manage projects effectively. Accountability: Proven self-reliance and accountability, with the ability to manage risk. Effective more »

Attribution Analyst (Fixed Income Product Owner Manager Attribution Bonds Credit Rates Bloomberg PORT GRM Front Office Trading Risk SQL Python Asset Manager Investment Management Asset Manager Finance Financial Services Buy Side Hedge Fund) required by our asset management client in London. You MUST have the following: An excellent … Income attribution and attribution strategies A good understanding or PORT and therefore the GRM Strong experience working with Front Office stack holders such as portfolio managers, risk and credit analysts The following is DESIRABLE, not essential: Experience working with in-house built Fixed Income attribution systems SQL and Python … Role: Attribution Analyst (Fixed Income Product Owner Manager Attribution Bonds Credit Rates Bloomberg PORT GRM Front Office Trading Risk SQL Python Asset Manager Investment Management Asset Manager Finance Financial Services Buy Side Hedge Fund) required by our asset management client in London. You will join a team of more »

their projects, programmes and portfolios effectively and efficiently. This role is accountable for the creation, maintenance and improvement of Masterdata records in our project management tool, KeyedIn, which is the single source of truth on the status of all IT2A projects. Responsibilities: Capture, sort, improve and analyse project data … gaps, discrepancies or anomalies with delivery stakeholders. Collaborate with stakeholders to define and observe data governance policies Produce and review KeyedIn reports to aid management of the IT2A project portfolio and support decision making Support project delivery teams with queries on KeyedIn data Work with offshore PMO resource … ensure Masterdata changes are compliant with required controls Propose solutions to enhance project data quality and efficiency Identify process optimization related to project data management Support the wider PMO and assurance teams in promoting and embedding project, programme and portfolio management best practice What you’ll need more »

Associate/Manager, Portfolio Insights & Analytics, Private Equity/Credit Fund, London Attractive Salary Central London Ref: WW10829 The Opportunity: Finatal is working with a very sought-after private equity/credit fund that is looking for an enthusiastic and experienced individual to join the Portfolio Insights and … operating financial models for a range of different businesses, across different industries within private equity/private credit. The Role: The talented and experienced portfolio manager will take responsibility for managing and monitoring ongoing investments, with responsibilities including: Develop and maintain complex financial models to analyse investment performance and … actionable recommendations. Assist in the preparation of presentations and reports for internal stakeholders and investors. Stay current with industry trends and best practices in portfolio analytics and reporting. Requirements: 4-5 years of experience in financial analysis, portfolio management, or related field. An accounting or other financial more »

Portfolio Asset Manager/Asset Delivery Manager- Mobile Telecoms -Permanent Reading or North West - 2-3 day/week in offices Role Purpose: To manage, develop and promote strategic relationships with multi-site portfolio owners and the owners of the key property portfolios including but not limited to … and the benefits of connectivity and the Code. Essential requirements: Functional knowledge gained from working in a mobile network environment Experience of telecoms asset management and/or site portfolio management is preferred. Extensive experience of delivering material volumes of sites against agreed targets Considerable experience of more »

is an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, andconstructing … and maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provideconstructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating and … well as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Banks management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

strong commercial background and a keen eye for market trends? Are you ready to take the lead in shaping the strategic direction of Data Management and Protection products? If so, our client wants to hear from you! About Our Client: Our client is a leading cloud computing and IT … capability. What You'll Be Doing: As the Data Protection Product Manager, you will play a crucial role in owning the strategic direction and portfolio management of our client's Data Management and Data Protection products across their group brands. Your responsibilities will include: Managing the full … product lifecycle from ideation through development, launch, improvement, and retirement. Collaborating across various teams to deliver a profitable and growing portfolio of solutions. Continually developing and analysing the product roadmap for market fit, customer satisfaction, profitability, and long-term growth. Demonstrating a strong commercial acumen to manage product P more »

is an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and … constructing and maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provide constructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for … as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Bank’s management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

and dependencies across teams; provide input on resourcing to address critical bottlenecks; escalate and remove impediments Report planning results and epic status to senior management, business owners, epic owners, product owners and other stakeholders. Create, maintain and report high-level program/project and project management maturity, best … networking opportunities and social activities Must have skills RTE and/or SCRUM Master related experience using SAFe Agile delivery frameworks Business Program or portfolio management experience Experience managing virtual and global distributed teams Experience working in a matrixed environment SAFe RTE as well as other SAFe certifications … desired Demonstrated hands on leadership of large-scale process development/improvement initiatives Experience with and understanding of concepts of Organizational Change Management Power User of Jira or equivalent tooling Experience with Product Management tools beneficial more »

Who we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been … to ensure document accuracy and compliance with organisational standards Responsibilities The primary responsibility is to conduct client file reviews for Financial Planning and Discretionary Management for both new and existing business according to agreed plan. Utilise information from Supervision and Compliance monitoring in relation to portfolio management … and AML to assist in reviews Document review findings appropriately for feedback to Branch Principals and inclusion in audit reports. Create and maintain appropriate management information for distribution to management and committees. Create, maintain and update policies and procedures for reviewing and monitoring file reviews. Assist in providing more »

experts. Where you fit in: As our TEC Change Delivery Partner you will: Have end-to-end ownership for the delivery of the annual portfolio of technology change for our Operations business function. Be Instrumental in driving forward our modernisation agenda. In particular, leading on key technology interventions which … with responsibility for a budget up to £10m per annum Provide leadership and oversight of an internal team of circa 30 colleagues and broader management of partner teams of over 100 people. Ensuring that requirements and designs reflect business needs and are aligned to the IT strategy and architecture. … POCs, MVPs etc What skills & qualifications you will need: Extensive experience in managing end to end delivery in large Organisations Strong commercial and supplier management skills. Extensive experience of influencing senior stakeholders. Experience of the design and development of IT solutions. Extensive experience with 3rd party delivery teams. Educated more »

internal and external interaction with key stakeholders. As you’d expect, you will need to possess brilliant communication skills, both verbal and writte nThe Portfolio Management team is newly created and provides support to the growing Private Credit platform as it continues to scale. This function is deeply … and oversigh tThe approach is very much risk based, with credit analysis at the heart of the rol e Key outputs includ e: Active portfolio monitoring and the management of corporate actions that may include covenant waivers, liquidity issues et c..The enhanced monitoring of assets that are performing … behind plan. Tracking of risk factors and their potential impact on the portfolio compan iesPortfolio Analysis through technical credit analysis and the periodic reporting of these to Partners and Invest orsOngoing coverage of both the management and sponsor relations hipRestructuring – this is a key part of the role more »

we'll do our best to agree a working pattern that works for everyone. World changing work From science to technology, from meteorology to management, and from planning to communication, our expertise helps us stand out as the authority on weather accuracy and climate prediction. We help individuals, industries … the necessary tools and support to work efficiently, while adhering to our security policies and corporate standards for safe operation. SPM is a Strategic Portfolio Management tool in use at the Met Office. It is a module of ServiceNow and use by the Programmes directorate for project and … portfolio management. The team also provides various enterprise SaaS tools to the organisation, including whiteboarding, diagramming and software development tools, and we expect to continue adding to this portfolio. We are looking for a Product Manager to work in the delivery, operation and further exploitation of these tools. This more »

end solutions for our clients. By interfacing directly with global crypto exchanges, custodians, and liquidity providers, we present a full suite of execution and portfolio management tools. Our advanced risk management offerings are custom-crafted for the rapidly evolving digital asset markets, ensuring our clients always have … a competitive edge. With a leadership bringing together decades of wisdom in investment management and digital innovation, we're uniquely poised to serve the bespoke requirements of our clientele, spanning hedge funds, family offices, and a variety of other financial institutions. At Quadra, we're not just building a more »

Business area: Data Strategy -EMEA Data Office Permanent role Salary £80,000- £120,000 plus strong pension and bonus Requirements: solid background in project management/change delivery around data and analytics This is a new and exclusive role for a Data Delivery Manager. The Delivery Manager is a … data strategy and provide a front office for receipt and acknowledgement of all business data demand. This role will oversee the delivery of the portfolio of work defined in the data roadmap, maintaining a purview over corporate projects and providing project and delivery management for local projects and … great opportunity to join at the early stages of this exciting journey. This role will combine data & analytics subject knowledge with strong project and portfolio management skills to ensure the effective coordination and delivery of the data roadmap. It is an exciting time to join the bank and more »