Harrogate, Yorkshire, United Kingdom Hybrid / WFH Options
Titan Wealth Holdings Limited
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investmentmanagement through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As … part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investmentmanagement business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing … an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investmentmanagement arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The role As the Team Manager, you will report into the Client Service Manager and be leading a team of committed and More ❯
companies Cheshire head office 1-2 days per week Working closely with the CEO & Chairman the scope of this position is likely to include. Private Equity/Venture Capital Investment Member of the Investment Committee responsible for setting investment strategy and appraising/approving investments and acquisitions Investment appraisal and due diligence Development of complex financial … investment models Structuring of investments Monitor existing unquoted investments and regular liaison with external managers Management of investment legal documentation Treasury Management/InvestmentManagement Control of group cash balances Development/management of quoted investment portfolio Monitor and appraise external Investment Manager’s performance Evaluation and implementation of sophisticated investment … and tax compliance Compliance and other legislative requirements across the group Planning/Reporting Development of financial plans and forecasts across the group Work closely with Business Unit and Investment Finance Director to drive performance and growth. Preparation of key management information for each investment/BU Production of consolidated Family Office accounts Critique and presentation of More ❯
IIBA (International Institute of Business Analysis)
About the Role: Grade Level (for internal use): 12 Principal Product Manager - thinkFolio The Organization: Enterprise Solutions provides clients with industry leading software and services, covering enterprise data management, investmentmanagement, loans software and services and private markets solutions. The team is composed of a diverse set of enterprise software, SaaS, data, and service offering. The Product … thinkFolio , originated from IHS Markit, is a leading multi-asset investmentmanagement platform that delivers sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance. Asset managers and asset owners leverage thinkFolio as a trusted, reliable, and centralized platform to scale their global investment operations. thinkFolio's flexible, modular design allows it … to be implemented as a single, integrated front-office solution or deployed for specific business units or asset classes. The platform is delivered as a managed service, supporting investment firms that want to reduce costs, maximize flexibility, enhance scale, and achieve time-to-market objectives. We also aim to develop a leading Total Portfolio Platform that will help asset More ❯
Financial Services practice means that we are looking to grow the team further by recruiting individuals with experience from across Retail and Commercial Banking, Building Societies, Wealth and Asset Management, Capital Markets, Insurance and Reinsurance. Your role: Take the lead in partnering with clients to solve complex issues, through leading teams to design, shape and deliver strategically significant projects … shape and manage delivery through the cycle Programme set-up; delivery/operating model design, commercial model structure, definition and mapping of programme outcomes Programme delivery; project and programme management, programme controls/assurance, risk management, and operational readiness Programme recovery; executive level engagement, recovery planning, and experience reshaping programmes Commercial and contract management, and strong understanding … leadership, bringing lessons learnt and insights to clients and the wider Deloitte group Experience of contributing to thought leadership, points of view, publications and business strategy Highly experienced stakeholder management and influencing skills, and relationship building at all levels including the C-suite Excellent communication and presentation skills across all levels of an organisation including senior management Demonstrated More ❯
North East London, London, England, United Kingdom
Eames Consulting
Transaction Management - Data Analyst (Contract) Working with a Private Markets InvestmentManagement firm who are on the lookout for a Data Analyst (Contractor) to work in their Transaction Management team. They are a mid-sized firm with a split between: Private Equity, Credit and Real Assets. This is a middle office role focused on: Data Entry … Transaction Management Controls Transaction Operating Models, Processes & Improvements Data Quality, Integrity and Governance Data analytics and visualisation (Excel & Power BI) I am looking for a candidate who has worked within operations at a private markets firm and has extensive experience around Transaction Management and Data/Analytics. You should have over 3 years Private Markets operations experience either … from buy or sell side and be able to move the dial. Role responsibilities will involve: BAU Transaction Management work Operating Model and Process improvement in Transaction Management Investigating breaks and why they have occurred Approval of bookings and payments Change and Transformation - moving from VBA to Power BI Working with senior stakeholders within the business Working with More ❯
development to refine lead conversion strategies and enhance brand awareness in key markets. About You: At least 5 years' experience in digital marketing, ideally within financial services, fintech, or investment management. Proven expertise in lead generation and demand generation, with a track record of implementing hybrid strategies across long sales cycles. Proficiency with platforms such as HubSpot, Google Analytics More ❯
Rev & Regs are now recruiting for a new Technology Risk Specialist position, on behalf of a leading Financial Services company (InvestmentManagement) in Liverpool. This role will support the Head of Operational Risk with the development, implementation and embedding of the IT and security Risk Framework. Key Responsibilities: Support the execution of IT and cybersecurity risk strategies, procedures … and controls aimed at identifying, evaluating, managing, and reporting on risk exposure. Collaborate on building and refining the enterprise risk management framework, including defining risk appetite in coordination with first and second-line teams. Assist in handling IT incidents, conducting root cause analysis, and capturing key takeaways to minimize future risk. Provide independent review and constructive challenge on IT … cultivating productive working relationships across teams. Participate in ad-hoc investigations and assessments, including reviews of relevant external risk events. Deliver user support and training for the enterprise risk management (ERM) software platform. Apply appropriate methodologies and maintain up-to-date documentation to ensure the Operational Risk team’s responsibilities are met efficiently and effectively. Experience required: 5+ years More ❯
Rev & Regs are now recruiting for a new Technology Risk Specialist position, on behalf of a leading Financial Services company (InvestmentManagement) in Leeds. This role will support the Head of Operational Risk with the development, implementation and embedding of the IT and security Risk Framework. Key Responsibilities: Support the execution of IT and cybersecurity risk strategies, procedures … and controls aimed at identifying, evaluating, managing, and reporting on risk exposure. Collaborate on building and refining the enterprise risk management framework, including defining risk appetite in coordination with first and second-line teams. Assist in handling IT incidents, conducting root cause analysis, and capturing key takeaways to minimize future risk. Provide independent review and constructive challenge on IT … cultivating productive working relationships across teams. Participate in ad-hoc investigations and assessments, including reviews of relevant external risk events. Deliver user support and training for the enterprise risk management (ERM) software platform. Apply appropriate methodologies and maintain up-to-date documentation to ensure the Operational Risk team’s responsibilities are met efficiently and effectively. Experience required: 5+ years More ❯
Our client is a leading technology company with revenue now reaching north of $5bn. It offers a wide range of technology-driven products and services to investmentmanagement firms, insurance companies and financial institutions. The business has a strong presence worldwide. By combining advanced technology with financial expertise, they help clients improve operational efficiency and make more informed … advice to various business units within the organisation Negotiate commercial contracts with clients and suppliers Assist with the maintenance and enforcement of company policies and procedures Participate in risk management activities including attendance at risk committees when required Provide initial advice on disputes and claims between the Company and third parties Assist with mergers, acquisitions, restructuring and other corporate More ❯