Portfolio Analyst Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfoliomanagement and operations. Job Description: • Collating and analysing quarterly AUM … with regulatory requirements. • Performing financial modelling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises. • Updating and maintaining lists for portfolio rebalances. • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. … Previous experience in investment operations, portfoliomanagement, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft Excel and other relevant software. more »
has partnered with a leading Financial Services company to hire their next Project Manager. We are looking for someone with a background in Project Management to join the team to help with the day-to-day running of the EA function, shape and run a number of key EA … create and maintain the business and technical architecture modelled in the EA tools. Ensure key EA artefacts are maintained as living documents through stakeholder management and a regular cadence of engagement. Work with the business units to capture, triage, and prioritise demand onto the EA backlog. Manage the outward … Strategic technologies and vendors Strategic suppliers and partners Research and advice for optimal technology subscription and licensing Ensuring EA alignment to Group project and portfolio management. Supporting the creation and execution of the strategic initiatives and roadmaps and ongoing maintenance of the output. SPG Resourcing is an equal opportunities more »
of the largest of its kind in the country. We are looking for an experienced Project Manager who has experience working on a varied portfolio and isn't afraid turning their hand to projects of all kinds. You will also be responsible for implementation of strong portfoliomanagement … for a fast paced, innovative organisation which is continuing to scale up over the next couple of years. You will be working on varied portfolio in an environment which encourages collaboration, innovation, inclusion & high performance. Job Type: Permanent Location: Leeds Salary: £50,000 - £55,000 + Benefits Package more »
