Bath, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Operational Risk Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … this could be the start of an exciting journey for you. You’ll assist the Risk Manager with delivering and maintaining the enterprise risk management framework for the Group as well as performing a robust 2nd line assurance programme through the execution of RCSAs. You’ll work with senior … 1st line colleagues to complete risk management assessments to manage risk and also build a strong risk culture from top to bottom across the Group. You’ll have gained good experience in a broad Risk Management role within the Financial Services arena with a particularly strong understanding of more »
Bath, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Senior Compliance Advisory Manager Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £75k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already … You’ll also be responsible for developing and implementing compliance training programmes and monitoring their effectiveness. In addition, you’ll perform horizon scanning, keeping management informed of and relevant regulatory changes, their potential impact on the business and recommending appropriate responses. You’ll have gained previous experience in a … Compliance experience within an investment management or wealthmanagement environment and will be fully conversant with relevant FCA regulations. You’ll also possess excellent communication and stakeholder management skills and the ability to deliver engaging Compliance training at all levels across a business. Interested? Click apply more »
Bath, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Financial Crime Analyst Investment Management Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investment management business that’s as ambitious as you are? A business that’s not resting on its laurels, despite already establishing … start of an exciting journey for you. Reporting into the Financial Crime Manager, you’ll assist with the firm’s Financial Crime oversight and management to prevent and detect money laundering, fraud, terrorist financing and bribery. You’ll develop and implement policies, procedures and controls to ensure ongoing Financial … a 2nd Line Financial Crime role within the Financial Services arena and possess an excellent working knowledge of relevant AML regulations. Any previous investment management or wealthmanagement experience would be advantageous as would experience of conducting financial crime investigations. Interested? Click apply and send over your more »
Job Description VP role within Global Counterparty Credit Risk management will be responsible for supporting the team’s counterparty primary credit coverage of hedge funds, family offices, and asset managers with secondary responsibilities supporting coverage of Banks and Broker Dealers. The role will be instrumental in assisting with ongoing … management and growth of the Equities (PB/OTC Derivatives), Fixed Income (Repo/Reverse Repo) and OTC FX businesses. The position requires close interaction with Equity and Fixed Income businesses, Legal, Collateral Management, and other internal groups. Hedge fund experience is essential for successful candidate.** Primary Responsibilities … 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income more »
1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income … asset and wealthmanagement in the Americas, Europe and the Middle East and Asia. Department Overview: The Operations Transaction Reporting Team is responsible for overseeing the daily Transaction Reporting processes, which include transaction reporting to the FCA (Mifid II), SFTR, EMIR and HKMA. The team works closely with … as appropriate. Build and maintain good relationships with the Front Office, Legal, Compliance, Regulatory Affairs and Operations stakeholders across the firm. Monitoring of regular Management Information to identify trends. Identify and deliver control and efficiency improvements. Qualifications/Experience: Minimum 5 years Transaction Reporting experience within Operations. An understanding more »
Client Reporting Specialist up to £50000 London THE COMPANY Leading London Based Investment Manager whose Investment Management services in Equity and Fixed Income Strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person. SKILLS AND EXPERIENCE REQUIRED … MUST HAVE Minimum of 4 Years Client Reporting experience MUST HAVE Wealth, Investment or Asset Management experience If you do not have the above skills you will not be considered for this role. THE ROLE The overall purpose of this position is to be responsible for the provision … Office relationship managers for the setup and on- boarding of clients onto our accounting and reporting platform · Prepare client reports including, investment reports, consolidated wealth report and other financial analyses within strict deadlines · Deliver a superior online or PDF user experience through the provision of customized reporting content. QUALIFICATIONS more »
quant developers based in London. In order to support the next generation of regulation our analytics will need to operate within a strategic risk management solution presently in development. We will be intimately involved in the design of the new solution, focusing on the interface to the various asset … solving problems • someone who enjoys working in a team *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global WealthManagement, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »
minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealthmanagement services, enabling customers to manage their finances and protect and build their financial futures. Purpose: To cope with our expansion, we are … awareness of the leading technologies in each domain Advanced hands-on experience with Amazon Web Services and its core architectural components/utilities Database management skills like scaling, performance management, capacity planning, etc., PostgreSQL If you've got the passion and dedication to help us go the distance more »
an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the … that empowers you to grow, take risks, experiment and be yourself. This is what is all about. At Pershing X, we are revolutionizing the wealth industry tech stack. We do what it takes to solve big challenges. Our team is a mix of diverse talent: we have seasoned experts … be the public face for our Wove data products and will give data consumers a view into all the connected data that comprise our wealthmanagement data superset and a curated network of ancillary offerings. You will own the productization of new data assets that create value for more »
Who we are? Raymond James is a wealthmanagement 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 … 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, trading … 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 »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
responsibility for the Salesforce Financial Services clou d platform. This will include support for a broad range of business units such as core banking, wealthmanagement, commercial and residential lending, among others. The position provides exposure to many business units in a dynamic financial services firm. This role … and standards Gather Business Requirements working with Product Managers, Business Analysts, and end users Perform Hands-on Configuration in alignment with enterprise strategy, change management and deployment processes Implement new products and packages within Salesforce & FSC and communicate updates throughout the company Understand all aspects of configuration and technical …/functional capabilities, including changes and potential system implications. Partner with various teams to research, resolve, and document production issues Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control. Drives process improvement changes to ensure high productivity and quality of services more »
Financial Services – Permanent – Up to £75,000 Base + Bonus + Benefits Our client, a well-established and growing independent Private Bank offering Banking, WealthManagement and Investment Management services based in London are looking to hire a permanent M365 Administrator to join their Infrastructure team. You more »
