1 to 25 of 188 Investment Management Jobs

Citisoft is a global consulting firm dedicated to servicing the investment management industry . Our staff and management bring credibility and hands-on knowledge to every facet of our client relationships, backed by a history of successful partnerships with leading investment management firms and industry … service providers. With our deep understanding of all aspects of the investment management process, our clients benefit from our ability to identify industry trends and accurately assess their effects. We offer a full complement of consulting capabilities ranging from strategy formation through guiding and implementing successful business change. … are recruiting Consultants/Senior Consultants on a permanent basis , who will have a minimum of five years of professional experience in buy-side investment management operations and technology. Specifically, this individual will have a well- rounded delivering and completing solutions-based services/integration/implementation projects. more »

to your IndustryIf you’re looking for a role in a fast paced, exciting environment where you can make a big impact in the Investment Management market, this is the role for you. You will benefit from early client exposure and work alongside the top practitioners in our … we take, guiding us to deliver impact how and where it matters most.Connect to your opportunity Deloitte is actively engaged with clients across the Investment Management Industry to Design, Implement and Operate the transformations our clients need to succeed in a rapidly growing market. We work with leading … Investment Managers, Private Markets firms and Asset Servicing firms to solve their biggest and most complex problems. As part of the Operations Transformation practice at Deloitte, we pride ourselves on our ability to harness our deep industry experience across distribution, front, middle and back-office to help our clients more »

out best practices on a new platform. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical … people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Morgan Stanley Investment ManagementMorgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has over $1.4 trillion in assets under management or … supervision. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. We show unwavering commitment to investment excellence, diversity of more »

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 »

Business Analyst – Investment Management, Business Change Hybrid/London Our client, a global investment management firm are looking for a Business Analyst to join their Change Management Team on a permanent basis. This role will involve evaluating change requirements and developing solution options ensuring process … detailed design exercises Identify data requirements and enhancements required to the companies enterprise data model. Requirements: Experience delivering formal business projects within private equity, investment management, investment banking or similar financial organisation Experience of front, middle and back-office functions, and their requirements Experience designing and producing … compelling analytical solutions for Investment Professionals using qualitative and quantitative measures Knowledge of data architectures, data warehouses, data lakes etc. This is a great opportunity to join a growing change team and work across a portfolio of technology and change projects. more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the Investment Management 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 Investment Management 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 »

The Client A highly regarded boutique Investment Management Company The Role The Investment Operations Support Analyst is part of a new team responsible for controlling the Investment Management firms off platform, asset management activity as well as providing ongoing reconciliations between the firms 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, The Investment Operations Support Analyst will be promoting the migration of external Asset Management business into the parent more »

ESG aware investment in private equity, venture capital and private debt funds.Prestigious international investment management firm based in London.About Our ClientOur client is a prestigious international investment management firm with a long track record in LondonJob DescriptionWe seek an experienced and dynamic ESG Aware Fund … of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London.This role presents a unique opportunity for a seasoned professional to work with senior management to build a new business and team focused on ESG-focused alternative investment strategies and contribute to their global success.Responsibilities:Develop and execute comprehensive alternative fund of funds investment strategies across various alternative asset classes including private equity, venture capital and private debt funds.With time the Director Portfolio Manager will grow and lead a team of portfolio managers, analysts, and support more »

Salary: 45-70K depending on experience The Client A highly regarded boutique Investment Management Company The Role The Investment Operations Support Analyst is part of a new team responsible for controlling the Investment Management 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 Management more »

Basic informationLocationEdinburgh, LondonService lineConsultingDate published01-Mar-2024Req #15205Job descriptionConnect to your IndustryDeloitte’s Investment and Wealth consulting practice is currently engaged actively across the industry to support delivering a wide range of operational, technical, and regulatory solutions designed to help the players across the value chain create a competitive … practice works closely with leading Private Banks, Wealth Managers, Asset Managers and Asset Servicing firms to solve large complex problems. As part of the Investment Management & Wealth Consulting practice at Deloitte, we pride ourselves on our ability to harness our deep industry experience across front, middle and back … lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.Connect to your opportunity The Investment Management value chain is currently undergoing significant change. Both Asset Managers and Asset Servicers are undergoing transformation journeys which as a result is more »

Basic informationLocationEdinburgh, LondonService lineConsultingDate published29-Feb-2024Req #15196Job descriptionConnect to your IndustryDeloitte’s Investment and Wealth consulting practice is currently engaged actively across the industry to support delivering a wide range of operational, technical, and regulatory solutions designed to help the players across the value chain create a competitive … practice works closely with leading Private Banks, Wealth Managers, Asset Managers and Asset Servicing firms to solve large complex problems. As part of the Investment Management & Wealth Consulting practice at Deloitte, we pride ourselves on our ability to harness our deep industry experience across front, middle and back … lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.Connect to your opportunity The Investment Management value chain is currently undergoing significant change. Both Asset Managers and Asset Servicers are undergoing transformation journeys which as a result is 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 … Managers and Family 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 more »

Software Engineer – Python – Investment Management An Investment Management firm in Central London are looking to hire a mid-level Software Engineer with strong Python experience to join their central IT team in a new permanent position. As a Software Engineer this is a fantastic opportunity for … you to develop your existing Python software engineering and Cloud technology experience by building cloud native applications to support different investment and operational functions. Your Key responsibilities will be: Designing and building scalable and cloud-native applications using technology such as Python, Javascript and cloud technologies. Supporting and Implementing … new applications and tools such as pricing and order management to support Exchange-Traded Fund products (ETFs) Working with internal technology leadership to determine strategy for the business technology roadmap To succeed in this role, you will have: 2-4 years’ commercial experience of using Python to develop applications more »

The Company Our client is a large entrepreneurial Investment Management 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 will work with the … 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 »

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 itself as a market leader within its field? Following significant recent investment, the firm is now looking to further strengthen its Risk & Compliance department with a number of new hires. Exciting times lie ahead as the business looks to build on its success to date, its ambitious … 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 more »

Command Center (ECC, part of the Fusion Response team) is a high-performing globally distributed team that plays a mission critical role in Incident Management, Problem Management, Change Management and Significant Event Readiness. The ECC creates value by providing command, control and communication for significant Firm-wide … decisions that have a direct impact on operational stability.About Morgan StanleyMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from … situations, organizational and situational awareness, sound judgement and a strong analytical ability.The role will also involve advising and consulting on processes related to Incident Management, Problem Management and Change Management, as well as the delivery of the Cross Response deliverables that include other Fusion pillars. Following any more »

working seamlessly with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and … and practices and coaching the team on enhancement opportunitiesManaging diverse teams within an inclusive team culture where people are recognised for their contributionSupporting the management of key client stakeholders' relationships and leading teams of Deloitte and client personnelTaking responsibility for budgets (or portions of budgets), client deliverables and billingLeading more »

working seamlessly with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and … and practices and coaching the team on enhancement opportunitiesManaging diverse teams within an inclusive team culture where people are recognised for their contributionSupporting the management of key client stakeholders' relationships and leading teams of Deloitte and client personnelTaking responsibility for budgets (or portions of budgets), client deliverables and billingLeading more »

working seamlessly with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and … and practices and coaching the team on enhancement opportunitiesManaging diverse teams within an inclusive team culture where people are recognised for their contributionSupporting the management of key client stakeholders' relationships and leading teams of Deloitte and client personnelTaking responsibility for budgets (or portions of budgets), client deliverables and billingLeading more »

working seamlessly with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and … and practices and coaching the team on enhancement opportunitiesManaging diverse teams within an inclusive team culture where people are recognised for their contributionSupporting the management of key client stakeholders' relationships and leading teams of Deloitte and client personnelTaking responsibility for budgets (or portions of budgets), client deliverables and billingLeading more »

working seamlessly with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealth management landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealth management leadership teams, proposition owners and Q&TE leads to develop and … and practices and coaching the team on enhancement opportunitiesManaging diverse teams within an inclusive team culture where people are recognised for their contributionSupporting the management of key client stakeholders' relationships and leading teams of Deloitte and client personnelTaking responsibility for budgets (or portions of budgets), client deliverables and billingLeading more »

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 establishing itself as a market leader within its field? Following significant recent investment, the firm is now looking to further strengthen its Compliance department with a number of new hires. Exciting times lie ahead as the business looks to build on its success to date, its ambitious … 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 more »

the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales … you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created … responsible forAs Sales Manager you will be responsible for:A mix of New Business Sales and existing customer Account ManagementThe entire sales and account management process from inception. This includes research, identification and ‘upselling’ CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure more »

THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful Investment Management and Wealth Management firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established Wealth Management Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager will … implement the Wealth Management brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the firm’s more »

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 itself as a market leader within its field? Following significant recent investment, the firm is now looking to further strengthen its Compliance department with a number of new hires. Exciting times lie ahead as the business looks to build on its success to date, its ambitious growth … 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 more »