specialize in providing fact-based insights and practical recommendations to improve business results. Our data focuses on the key metrics required for effective business management, including market share, sales effectiveness, service quality, product quality, marketing effectiveness, brand, and sectoral trends. Our clients include the world’s leading asset managers … investment banks, and commercial banks. We also serve securities exchanges, ratings agencies, government entities, and other companies with interest in the financial services industry. Our employees are working directly with business heads, strategy teams, business management and other key stakeholders. In the relationship role you will provide a … intelligent, highly motivated individuals as part of our global talent pool An entrepreneurial and creative work place where new ideas are welcome and encouraged Investment in training and development through extensive on the job learning and experience, exposure to experienced, senior managers combined with formal training A supportive yet more »
SALARY 70-100K (plus bonus and benefits) The Company An established and highly credible InvestmentManagement firm based in London, servicing UHNW clients. The Role The Client Wealth Manager will suit someone already pursuing a career in Relationship Management/InvestmentManagement of HNW … client investment portfolios. Candidate must have the credibility and experience to go straight into client-facing role managing relationships and discretionary investmentmanagement experience - holding a level 6 RDR. The Client Wealth Manager will be responsible for the Investment process to include initiation through to the … completion and settlement of investment trades, portfolio modelling, implementing client strategy and the annual review of client investment objectives. The Client Wealth Manager will attend regular Investment Team meetings and Client Team Meetings and will be responsible for all CRM system maintenance and record keeping. The Client more »
The Company An established and highly credible InvestmentManagement firm based in London, servicing UHNW clients. The Role The Client Wealth Manager will suit someone already pursuing a career in Relationship Management/InvestmentManagement of HNW client investment portfolios. Candidate must have the … credibility and experience to go straight into client-facing role managing relationships and discretionary investmentmanagement experience - holding a level 6 RDR. TheClient WealthManager will be responsible for the Investment process to include i nitiation through to the completion and settlement of investmenttrades,portfoliomodelling,implementing client strategy … and the annual review of client investment objectives. TheClient WealthManager will a ttend regular Investment Team meetings and Client Team Meetings andwill be responsible for all CRM system maintenance and record keeping. TheClient WealthManager will provide Client Management support by a ssisting thepartnerwith their existing clients and more »
Senior Business Analyst Contract length: 6 Months Location: Cannon Street, London Department: Investment Solutions and Services Job type: Contract Your role: Investment Services and Solutions (ISS) is one of the main business pillars and investment areas within Fidelity. It is going through a phase of the rapid … Technology estate. A key component of the transformation is our front office tooling. We are partnering with a fintech company to co-develop their InvestmentManagement System for our next generation cross asset portfolio construction and order generation toolkit. As a Business Analyst within the ISS Delivery team … leaders, Architects and engineers within Fidelity International to facilitate and lead the definition of viable business outcomes and solution requirements to support Fidelity’s Investmentmanagement aspirations. About you You will be leading a number of analysis tasks within the portfolio management lifecycle with the vision to more »
Edinburgh & Lothians, Scotland, United Kingdom Hybrid / WFH Options
Applause IT Limited
Senior Project Manager - InvestmentManagement, Asset Management, Financial Services. Hybrid Flexible working (1-3 days per week on-site) - London/Edinburgh £55,000 - £75,000 - depending on experience + excellent additional benefits. Applause IT are looking for an experienced Senior Project Manager, with a background in … investmentmanagement, to join a well-established IT consultancy, the end user client operating within the financial services sector. We are looking for Project Managers to be based out of either London or Edinburgh. As Senior Project Manager, you'll lead and supervise investmentmanagement projects … for the consultancy's clients, managing the entire lifecycle. You will be working closely with investment teams to maximise asset performance and improve returns while minimising risks, and build strong relationships with both internal and external stakeholders. You will be responsible for identifying any project risks and taking proactive more »
Securities Data Analyst Investment Operations, InvestmentManagement Full-Time (Boston or Springfield ) The Opportunity As the ideal Securities Data Analyst (SDA) candidate, you will play a critical role in understanding, triaging, and management of investment data within the Investment Data Ecosystem. You will be … requests in partnership with Enterprise Technology. You will provide expertise to projects and ensure standards are followed. Additionally, you will understand the importance of Investment Data Quality continuously looking to improve processes. You will have a strong business acumen of investment types and their life cycle and demonstrate … data users. The nature of the work will require perseverance, accountability, and resourcefulness. The Team The Securities Data Analyst team is part of the Investment Data Integrity team reporting to the Head of Investment Data Integrity, part of the MassMutual Investment Operations team within the Investmentmore »
Securities Data Analyst Investment Operations, InvestmentManagement Full-Time (Boston or Springfield ) The Opportunity As the ideal Securities Data Analyst (SDA) candidate, you will play a critical role in understanding, triaging, and management of investment data within the Investment Data Ecosystem. You will be … requests in partnership with Enterprise Technology. You will provide expertise to projects and ensure standards are followed. Additionally, you will understand the importance of Investment Data Quality continuously looking to improve processes. You will have a strong business acumen of investment types and their life cycle and demonstrate … data users. The nature of the work will require perseverance, accountability, and resourcefulness. The Team The Securities Data Analyst team is part of the Investment Data Integrity team reporting to the Head of Investment Data Integrity, part of the MassMutual Investment Operations team within the Investmentmore »
Securities Data Analyst Investment Operations, InvestmentManagement Full-Time (Boston or Springfield ) The Opportunity As the ideal Securities Data Analyst (SDA) candidate, you will play a critical role in understanding, triaging, and management of investment data within the Investment Data Ecosystem. You will be … requests in partnership with Enterprise Technology. You will provide expertise to projects and ensure standards are followed. Additionally, you will understand the importance of Investment Data Quality continuously looking to improve processes. You will have a strong business acumen of investment types and their life cycle and demonstrate … data users. The nature of the work will require perseverance, accountability, and resourcefulness. The Team The Securities Data Analyst team is part of the Investment Data Integrity team reporting to the Head of Investment Data Integrity, part of the MassMutual Investment Operations team within the Investmentmore »
Securities Data Analyst Investment Operations, InvestmentManagement Full-Time (Boston or Springfield ) The Opportunity As the ideal Securities Data Analyst (SDA) candidate, you will play a critical role in understanding, triaging, and management of investment data within the Investment Data Ecosystem. You will be … requests in partnership with Enterprise Technology. You will provide expertise to projects and ensure standards are followed. Additionally, you will understand the importance of Investment Data Quality continuously looking to improve processes. You will have a strong business acumen of investment types and their life cycle and demonstrate … data users. The nature of the work will require perseverance, accountability, and resourcefulness. The Team The Securities Data Analyst team is part of the Investment Data Integrity team reporting to the Head of Investment Data Integrity, part of the MassMutual Investment Operations team within the Investmentmore »
Greater London, England, United Kingdom Hybrid / WFH Options
Artemis Talent Group Ltd
Income Performance Analyst Location: London – Hybrid Salary: Up to £85,000 Skills : Performance Analysis, Performance Measurement, Performance Attribution, GIPs, UCITs, Fixed Income, Risk, Asset Management, InvestmentManagement Client Overview: Our esteemed client, a leading asset manager headquartered in London, is currently seeking a talented Fixed Income Performance … thrive and grow. Position Overview: As a Fixed Income Performance Analyst, you will play a pivotal role in evaluating the performance of fixed income investment strategies, providing crucial insights to portfolio managers and clients, and ensuring accuracy and transparency in performance reporting. Key Responsibilities: 1. Performance Measurement and Analysis … including asset allocation, security selection, and other factors. Monitor and interpret performance trends, comparing against benchmarks and peers to assess relative performance. 2. Data Management and Validation: Maintain accurate and comprehensive datasets related to fixed income securities, including pricing, yield, duration, and other relevant attributes. Validate data integrity and more »
Product Owner - InvestmentManagement London Our client, a large Asset Manager are seeking to onboard a technically minded Product Owner to cover their InvestmentManagement product range, including Equities, Fixed Income, and Multi-asset. Seize the opportunity to shape the strategic vision and roadmap for investmentmanagement products within a designated business sector. Showcase your deep understanding and growth in investment acumen, steering products with potential divisional-wide impact. Core Responsibilities: - Instill best practices in cross-functional teams, fostering substantial changes in the client experience. - Own the planning and strategy, development, and implementation … quantitative analysis techniques to continuously enhance the user experience. - Mentor product teams, ensuring the effective delivery of messaging, communication, and customer outreach. - Lead product management activities for multiple products or a strategic product. - Promptly partner with stakeholders to resolve production and implementation issues, driving escalations when necessary for swift more »
The Opportunity As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business (LOBs), CFO, CIO InvestmentManagement Group, Enterprise Risk Management (ERM), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing … of various cash and investment transactions related to MassMutual, its subsidiaries, and its portfolio. A successful candidate must be able to work under pressure, accurately and with limited supervision and must be able to represent InvestmentManagement Operations and MassMutual in communications with internal and external constituents … with discretion, tact and decorum. The Team The Investment Operations team is agile and works independently, yet collaboratively. All members are held accountable and are encouraged to grow in the role via peer-to-peer training, education and industry participation. To be successful on this team, you must have more »
The Opportunity As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business (LOBs), CFO, CIO InvestmentManagement Group, Enterprise Risk Management (ERM), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing … of various cash and investment transactions related to MassMutual, its subsidiaries, and its portfolio. A successful candidate must be able to work under pressure, accurately and with limited supervision and must be able to represent InvestmentManagement Operations and MassMutual in communications with internal and external constituents … with discretion, tact and decorum. The Team The Investment Operations team is agile and works independently, yet collaboratively. All members are held accountable and are encouraged to grow in the role via peer-to-peer training, education and industry participation. To be successful on this team, you must have more »
The Opportunity As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business (LOBs), CFO, CIO InvestmentManagement Group, Enterprise Risk Management (ERM), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing … of various cash and investment transactions related to MassMutual, its subsidiaries, and its portfolio. A successful candidate must be able to work under pressure, accurately and with limited supervision and must be able to represent InvestmentManagement Operations and MassMutual in communications with internal and external constituents … with discretion, tact and decorum. The Team The Investment Operations team is agile and works independently, yet collaboratively. All members are held accountable and are encouraged to grow in the role via peer-to-peer training, education and industry participation. To be successful on this team, you must have more »
The Opportunity As a critical member of a specialized team, the Investment Cash & Securities Specialist will work with the Corporate Units, Lines of Business (LOBs), CFO, CIO InvestmentManagement Group, Enterprise Risk Management (ERM), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing … of various cash and investment transactions related to MassMutual, its subsidiaries, and its portfolio. A successful candidate must be able to work under pressure, accurately and with limited supervision and must be able to represent InvestmentManagement Operations and MassMutual in communications with internal and external constituents … with discretion, tact and decorum. The Team The Investment Operations team is agile and works independently, yet collaboratively. All members are held accountable and are encouraged to grow in the role via peer-to-peer training, education and industry participation. To be successful on this team, you must have more »
Salary: 40-60K depending on experience The Client A highly regarded boutique InvestmentManagement Company The Role The Investment Operations Support Analyst is part of a new team responsible for controlling the InvestmentManagement firm’s off platform, asset management activity as well … as providing ongoing reconciliations between the firm’s books/records and third parties. The Investment Operations Support Analyst will assist on a wider range of tasks, to include Lombard Lending activities (account opening/ensuring interest payments are made on time) and be expected to review existing controls … and processes in order to develop and improve them. The Investment Operations Support Analyst will assist in managing the relationship with Front Office, Operations and external parties in relation to external Asset Management and alternative trading solutions, You will be promoting the migration of external Asset Managementmore »
A leading investmentmanagement firm is currently seeking a professional Platform Account Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investmentmanagement sector. This role will suit an individual with previous sales experience either … with advisers will be carried out using a combination of the telephone and Microsoft Teams. Candidates should have experience in the Financial Planning or InvestmentManagement market, albeit not necessarily sales within these markets. Purpose To establish opportunities for the firms proposition, working in conjunction with the regional … with this panel. Frontline for all company products, undertaking regular product training to maintain knowledge at a level sufficient to talk in depth about investment solutions, DFM and platform. Manage retention and upsell to an agreed list of existing key accounts. Have a regular structured meeting with line manager more »
About the Position: I am in search of a skilled Programme Portfolio Investment Manager to join a newly formed Investment & Programme Office team within their Finance department. As a Programme Portfolio Investment Manager, you will play a vital role in shaping, mobilizing, and overseeing the Enterprise-wide … InvestmentManagement process. Your responsibilities will encompass a diverse range of complex programs and projects, spanning product development, client experience enhancement, regulatory compliance, digital transformation, and organizational design. Your Responsibilities: Collaborating with the Head of Portfolio Planning & InvestmentManagement to conceptualize, construct, and execute the Medium … strategy. Monitoring and reporting on the Programme Portfolio budget, ensuring alignment with our business strategy and maximizing return on investment. Designing and overseeing an investmentmanagement process and lifecycle, including facilitating the Business Investment Committee. Managing all new program requests through the Demand Panel at the Senior more »
Compliance Monitoring Plan and maintaining the Compliance Task Workflow amongst other Compliance duties. About MASECO Private Wealth MASECO Private Wealth offers a holistic wealth management approach in developing and implementing tax efficient global wealth and asset management strategies for US persons who are non-domiciled in the UK. … With more than a decade of experience in providing cross-border US Wealth Management services, MASECO employs leading global investment strategies and solutions that are both tax efficient and compliant. Our Values MASECO Private Wealth was founded in 2008 in the wake of the non-domicile tax rules … Our aim is to deliver expert advice, designed to simplify and tackle the complexities associated with cross-border wealth management. We deliver comprehensive wealth management and investment advice to clients based on trust and open communication. Our mission is to guide families with cross-border economic interests to more »
Senior Business Analyst - Trade Order Management, CLO - Outside IR35 - £650 -£750/day An industry leading global private equity and investmentmanagement company are searching for a Senior Business Analyst to support them on projects relating to a large digital transformation project, with the main focus being … around implementing a Trade Order Management system. The ideal Senior Business Analyst will play a pivotal part in multiple projects across the digital transformation project, including the implementation of a master data management solution, data warehouses and Trade Order Management solutions. You will be working across direct … lending, CLO Management and structured credit, working with 3rd party vendors who are working on the technical implementation side of things. The ideal Senior Business Analyst will have experience with the following: Implementing Trade Order Management solutions CLO Management Data Management and Data Warehouse solutions Structured more »
Glasgow, Scotland, United Kingdom Hybrid / WFH Options
CBRE
Job title: Junior Systems Analyst (Property Management) Location/Working pattern: Glasgow, Scotland. This position is full time, permanent with hybrid working. Role Purpose Manage and develop the systems to support and advance CBRE property management operations. Working within the Business Transformation team you will be joining a … team with a diverse set of technical, operational, and business management skills and a wealth of experience within the Property Management sector. The team maintains a reputation for excellence and consistent delivery within CBRE and in the wider industry. The Junior Systems Service Desk Analyst will primarily provide … support, guidance, and subject matter expertise to the business on CBRE property management systems used to deliver Property Management, Accounting and Facilities Management operations. The team oversees all key IT controls for the Property Management business liaising with the CBRE Global Digital & Technology team to ensure more »
Insight Investment are currently looking for an experienced LDI Specialist to join the Solution Design team in London. The team evolve investment strategies for both current and prospective clients as well as developing new products, services and investment ideas to meet future needs. Role Responsibilities • Understand Insight … products and strategies and how these can be tailored to clients • Lead discussions with clients and consultants to develop investment solutions • Attend client meetings with client directors to represent the solutions investment team • Represent Insight products and strategies in consultant research meetings • Support the solution design component of … analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Liaise with fund managers to develop appropriate portfolio management strategies and confirming finer details of client solutions/transitions • Work with other members of the team on strategic pieces of work ranging from more »
Manager, Financial Planning and Analysis. Global InvestmentManagement Company profile Our client is a market leading global multi strategy investment manager with 10 offices across 3 continents, who manage assets of more than $200 billion. Main function of the role This role on the Financial Planning and … Analysis team will act as a key relationship manager between Finance and other areas of business. Assist the Head of Management Information taking the MI team to the next level in terms of delivering incisive and useful MI that drives decision making and plugs the MI team into the … Rules, understanding that they set basic standards of good personal conduct Experience required, in order of importance Business partnering experience (necessary) Financial Services or Investmentmanagement industry knowledge or experience (necessary) Experienced in data analytics and business Intelligence software (desirable) Budgeting and Forecasting) (desirable) Qualified Accountant (ideally CIMA more »
Insight Investment is looking for a Senior Data Steward to join the Data Management team in London. As Senior Data Steward, you will ensure that data is understood, accurate and trusted. You will be responsible for specific data domains. Role Responsibilities Ensure that Core Data Services are compliant … standards & policies Monitor the effectiveness of Core Data Service levels e.g. data quality, timeliness, scope, user feedback Report on key points for attention for management/Domain Owners via KPIs, metrics and other supporting information Work with peers to ensure data domains have consistent service levels applied, interoperability between … data domains and best practice is shared amongst data stewards and stakeholders Support the introduction of new data management processes into Insight Demonstrate the link between data management disciplines delivering valuable business outcomes for Insight Identify issues and opportunities across the business in a timely manner Document data more »
SALARY: 35-50K (depending on experience) The Company: Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role: This is a fantastic opportunity for a career orientated experienced Team Assistant to provide a high level of … administrative support the Head of Wealth Planning and Operations Manager as required. The Team Assistant will work within a highly regarded Wealth Management firm and will be responsible for Team Mailbox and Outlook management, alongside diary and calendar management ensuring alignment of all holiday schedules. The Team … with onboarding of new joiners and offboarding of leavers and assist with project work, as and when required. The Team Assistant is to record management and all training requests, as well as completing applications for the industry awards. The Candidate: 2-3 years’ experience within a similar Financial Services more »