1 to 25 of 28 Portfolio Management Jobs in London

common information model, reporting and automation tools, aligned with the Finance vision and standards. Co-develop solution roadmaps with Global Process Owners and Finance Portfolio Management so that technology design, process standardization and the transformation portfolio are fully synchronized. Translate Finance and process requirements into solution designs … through deployment. Ensure solution designs are accompanied by clear process maps, standard operating procedures (SOPs) and control points to drive consistent adoption. Stakeholder & Vendor Management Serve as the primary Finance technology counterpart to IT and external implementation partners for assigned initiatives. Work in a structured matrix with Global Process ...

About CWAN® CWAN® The next-generation platform: bringing together powerful execution, portfolio management, data, accounting, analytics, automated workflows, and real-time multi-asset risk and transparency across the full investment lifecycle. For 20 years, CWAN has helped thousands of organizations make the most of investment portfolio data … primary focus will be to develop relationships with C-Level decision-makers in the front, middle, and back office of our existing institutional asset management and insurance customers (Asset Management team) in EMEA. Key Responsibilities: Account Strategy/Business Development: Collaborate with existing and prospective institutional asset management ...

Technology Portfolio PMO International Banking Group Contract to 28/08/26 + Temp to Perm or Renewals Fully Onsite in London 454pd Umbrella Rate As the Tech Portfolio PMO within the EMEA entity of a global banking group, you will sit at the heart … major Technology change portfolio, supporting senior technology and change leaders to plan, control and report on substantial annual investment (c. 20m) across Compliance and Financial Crime projects , with exposure to other portfolios as needed. You'll be part of a small, collaborative PMO function where your ideas on continuous ...

Technology Portfolio PMO International Banking Group Contract to 28/08/26 + Temp to Perm or Renewals Fully Onsite in London £454pd Umbrella Rate As the Tech Portfolio PMO within the EMEA entity of a global banking group, you will sit at the heart … major Technology change portfolio, supporting senior technology and change leaders to plan, control and report on substantial annual investment (c. £20m) across Compliance and Financial Crime projects , with exposure to other portfolios as needed. You'll be part of a small, collaborative PMO function where your ideas on continuous ...

Compliance & Financial Crime Inside IR35 A leading financial services organisation is seeking an experienced Senior PMO/Portfolio Analyst to join a collaborative and supportive PMO function. This role sits at the centre of strategic change delivery, providing governance, financial oversight and executive reporting across a portfolio … Manage project financials , including budget planning, forecasting, and cost categorisation (capital vs expense) with clear alignment to broader financial reporting requirements. Maintain and oversee portfolio governance frameworks , ensuring adherence to established project lifecycle policies and documentation standards. Support steering committees and working groups , including agenda preparation, minute taking ...

ingests trades in real time, tracks positions across portfolios, calculates PnL and exposures, and distributes risk metrics across internal systems used by trading and portfolio management teams. We are looking for a C++ engineer who understands the technology challenges associated with financial risk systems. You will be working … deterministic, and performant as trading activity and data volumes increase. Engineers here regularly deal with issues such as market data ingestion, pricing model integration, portfolio aggregation, and the propagation of risk metrics across distributed systems used by the front office. The architecture is evolving toward a service-oriented model ...

Director of Product Portfolio & Investment 6 Month Contract Location: Home/London Rate: £800 - £900 per day (Inside IR35) We are looking to recruit a Director of Product Portfolio & Investment for a leading software company on an initial 6 month contract. The role will focus on bringing financial … vertical portfolio. This is a remote role with some travel into London when required. The Role This position is fundamentally about financial rigour and portfolio optimisation. You will: Portfolio Investment & Financial Modelling Build and own product P&L business cases across the portfolio Develop robust financial models ...

team. This MGA specialises in delivering delegated underwriting solutions to carriers and capacity providers. Our client is investing heavily in its underwriting operations, portfolio management, and technology capabilities to better support insurer partners and broker relationships. This is a rare opportunity to join at an early stage … materials, and processes that support the MGA’s continued growth. What You’ll Be Doing Translate underwriting workflows into system configurations (quoting, rating, endorsements, portfolio tracking) Develop onboarding documentation, configuration templates, and example rating structures Help improve (discovery, solution design, UAT) Collaborate with Product and Engineering to address operational ...

critical role in supporting the successful delivery of the organisation’s change portfolio. The role ensures governance standards are followed, provides visibility of portfolio health, and provides data driven reporting to support decision‐making at executive level. The PMO Analyst will work across programmes and projects to maintain data … quality, strengthen governance discipline, and ensure consistent application of PMO delivery frameworks. They will be able to demonstrate exceptional communication and stakeholder management across all levels of the business, including C-Suite. Key accountabilities Portfolio Governance & Oversight Maintain PMO governance frameworks, ensuring consistent application of lifecycle stage gates ...

looking for a Technical Account Manager to join our growing team and support leading financial institutions in maximizing the value of our trading and portfolio management technology. About the Role - Technical Account Manager (FinTech | Financial Technology | Client Success | Trading Technology | E/OMS) As a Technical Account Manager … will act as the primary point of contact for a portfolio of clients, building strong relationships while ensuring they get the most out of our trading, portfolio, and risk management solutions. This role blends client success, technical problem-solving, and financial markets expertise. You will work closely ...

cloud-native, API-driven Platform as a Service (PaaS) for investment managers, wealth advisors, and multi-family offices. Our comprehensive solution streamlines custody, trading, portfolio management, reporting, compliance, and client operations, with seamless integrations to leading providers such as Saxo Bank, Addepar, market data services, and KYC/… high standards expected by sophisticated investment professionals. Key Responsibilities - Own the end-to-end UI/UX design for our multi-module platform, covering portfolio analytics, trading interfaces, order management, reporting dashboards, CRM, compliance tools, client onboarding, and operations workflows - Develop and maintain a comprehensive design system ...

Gathering to Cutover and Hypercare. Deep functional expertise in core Oracle Cloud financial modules, including: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management Familiarity with Project Portfolio Management (PPM), Procurement, and Enterprise Performance Management (EPM). What’s in it for you Development: Your ...

senior leadership informed. Identify, assess, and resolve risks, issues, and dependencies proactively. Maintain full oversight of project budgets, timelines, and quality standards. Support change management, training, and business readiness activities to ensure adoption of new systems and processes. Ensure adherence to project management methodologies and compliance standards (Agile … practical solutions. Experienced in leading cross-functional teams across multiple entities or divisions. Confident communicator with executive and board-level engagement experience. Strong risk management, problem-solving, and decision-making abilities in ambiguous, fast-paced environments. Demonstrated ability to drive change, adoption, and business readiness. Skills & Competencies Strong project ...

Change Business Analyst Robert Half is excited to partner with a leading investment management organisation in their search for a Business Analyst to support key operational change initiatives across their environment. Overview This role sits at the heart of an evolving investment operations function. You will analyse workflows, strengthen … controls, and help deliver improvements across processes that support portfolio management, oversight, and operational governance. The successful candidate will combine strong BA fundamentals with experience working in investment or fund operations settings. Key Responsibilities Review and document operational processes, identifying opportunities to simplify, automate, or strengthen control points. ...

Senior Project Manager – Digital Initiatives 📍 London (Hybrid) 📅 12-Month Contract We are seeking an experienced Senior Project Manager to lead a portfolio of digital initiatives within the insurance sector, supporting the delivery of innovative digital products and platforms that drive business growth across international markets. This is an exciting … record of delivering complex digital transformation initiatives such as broker portals, e-trading platforms, and digital distribution solutions. The role sits within a Strategic Portfolio Management function and will work closely with senior stakeholders across Digital, Technology, and the wider business to ensure successful delivery of multiple digital ...

Customer Success at Windward, you will be the primary architect of the customer journey for a global portfolio of hundreds of enterprise accounts. You will lead a Customer Success organization focusing on both Commercial customers and Public Sector intelligence agencies to derive maximum value from Windward’s Maritime … operational excellence , managing a complex landscape of diverse business lines across the US, EU, UK, and International markets. Core Responsibilities 1. Strategic Leadership & Portfolio Management Segmented Strategy: Oversee a diverse portfolio of 300+ enterprise customers, developing bespoke success strategies for two distinct pillars: Commercial: Energy majors, bunkering ...

+ Competitive Annual Bonus & Benefits A leading global real estate investment, development and operating company with c.$98.5bn assets under management is seeking a Regional IT Business Applications Manager to lead application portfolio oversight and IT service delivery across its UK Residential Property operations. Headquartered in Vancouver, Canada … regional application operations, ensuring service reliability and alignment with enterprise standards Monitor system uptime, performance and SLA adherence Lead regional incident response and escalation management, collaborating with global IT teams where required Partner with business leaders, system owners and end users to gather requirements, conduct feasibility assessments and develop ...

Business Analyst (Investment Operations) Robert Half is excited to partner with a leading investment management organisation in their search for a Business Analyst to support key operational change initiatives across their front-to-back environment. Overview This role sits at the heart of an evolving investment operations function. … will analyse workflows, strengthen controls, and help deliver improvements across processes that support portfolio management, oversight, and operational governance. The successful candidate will combine strong BA fundamentals with experience working in investment or fund-operations settings. Key Responsibilities Review and document front-to-back operational processes, identifying opportunities ...

Manager to join its UK team. As part of its continued growth, the business is investing heavily in its underwriting operations, systems infrastructure, and portfolio management capabilities. This is an opportunity to join at a key stage of growth and play a central role in delivering and improving … across implementation and operational delivery Partner with Underwriting, Operations, and IT to support system configuration, testing, and rollout (including rating, quoting, bordereaux reporting, and portfolio tracking) Drive process improvements across teams, including automation to reduce manual underwriting and reporting efforts Identify operational and system enhancement opportunities and provide structured ...

regeneration projects, ensuring schemes are delivered safely, on time, within budget, and in line with strategic objectives. Working closely with the Project Director and Portfolio Management Director, you will coordinate multidisciplinary teams, manage key partners and suppliers, and ensure strong governance, risk management, and performance reporting across … Significant experience delivering complex residential development or regeneration programmes. Proven ability to lead multidisciplinary teams across large, interdependent projects. Strong stakeholder engagement and partnership management skills. Excellent communication, reporting, and problem-solving capabilities. Membership of a relevant professional body (e.g. RICS, RIBA or equivalent). Equity, diversity and inclusion ...

Native) Circa £110,000 per annum London (Hybrid) Permanent Your New Role Our client are a global consultancy providing services in Digital Transformation, Digital Portfolio Management and Product/Service Development. Working within a nationally recognised client, you will drive the evolving library of a hybrid mobile applications … React Architecture. You will have worked previously with Swift and Kotlin, to design, review and guide native integrations. Deep understanding of mobile performance, lifecycle management and platform constraints within multi-team, complex environments is highly desirable. In Return Other than a strong, competitive basic salary, the organisation offers additional ...

seeking a Business Support Analyst to join their investment systems support team. You will support core platforms including SimCorp (OMS/Book of Record), Portfolio Management and Accounting systems , working closely with investment and operations teams across multiple international offices. This is a long-term contract opportunity within … Partner with product and development teams on system improvements Deliver user support and training Maintain clear process documentation Requirements 5+ years’ experience in asset management or banking Strong knowledge of financial instruments (FI, Equities, FX, Derivatives) Proven application support experience Hands-on SimCorp experience is highly desirable ITSM knowledge ...

avoid repetition) Product Discovery & Opportunity Assessment Conduct product discovery to identify automation opportunities across onboarding, billing, metering, customer operations, supply operations, and portfolio management. Work with Product Owners to refine product vision, roadmap entries, and feature definitions. Perform impact analysis, value assessment, and feasibility evaluation for potential automation ...

mission-driven financial institution. This key role involves owning the front-to-back architectural integrity of the investment platform, ensuring seamless integration across Portfolio Management (PMS), Investment Book of Record (IBOR), and Accounting Book of Record (ABOR). Responsibilities include defining the technical roadmap, influencing strategy, and ensuring … optimize back-end data models for regulatory, financial, and impact reporting. Ensure consistent, accurate IBOR and ABOR reporting. Expertise: Deep domain knowledge of investment management lifecycles (PE/PD preferred). Expertise in capital calls, waterfall distributions, and valuations. Systems: Proven experience with PMS, IBOR, and ABOR systems. Track ...

mission-driven financial institution. This key role involves owning the front-to-back architectural integrity of the investment platform, ensuring seamless integration across Portfolio Management (PMS), Investment Book of Record (IBOR), and Accounting Book of Record (ABOR). Responsibilities include defining the technical roadmap, influencing strategy, and ensuring … optimize back-end data models for regulatory, financial, and impact reporting. Ensure consistent, accurate IBOR and ABOR reporting. Expertise: Deep domain knowledge of investment management lifecycles (PE/PD preferred). Expertise in capital calls, waterfall distributions, and valuations. Systems: Proven experience with PMS, IBOR, and ABOR systems. Track ...