1 to 25 of 152 Portfolio Management Jobs in the South East

operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial … through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our IT Front Office support team, we are looking for a: Front Office Junior Business Analyst About the role … In this role, your main responsibilities will include the following Take the lead in the day-to-day support to all business stakeholders regarding LOIM applications Co-ordinate the management of the support email inbox, answering general issues and distributing more complex items amongst the team Monitor team chats and troubleshoot day to day queries from our users Identify More ❯

operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial … through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our IT Front Office support team, we are looking for a: Front Office Junior Business Analyst About the role … In this role, your main responsibilities will include the following Take the lead in the day-to-day support to all business stakeholders regarding LOIM applications Co-ordinate the management of the support email inbox, answering general issues and distributing more complex items amongst the team Monitor team chats and troubleshoot day to day queries from our users Identify More ❯

operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial … through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our IT Front Office support team, we are looking for a: Front Office Junior Business Analyst About the role … In this role, your main responsibilities will include the following Take the lead in the day-to-day support to all business stakeholders regarding LOIM applications Co-ordinate the management of the support email inbox, answering general issues and distributing more complex items amongst the team Monitor team chats and troubleshoot day to day queries from our users Identify More ❯

operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial … through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our IT Front Office support team, we are looking for a: Front Office Junior Business Analyst About the role … In this role, your main responsibilities will include the following Take the lead in the day-to-day support to all business stakeholders regarding LOIM applications Co-ordinate the management of the support email inbox, answering general issues and distributing more complex items amongst the team Monitor team chats and troubleshoot day to day queries from our users Identify More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

Date: 15.07.2025 col-wide Job Description: Planview has one mission: to build the future of connected work, from ideas to impact. As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the … industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including … and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere. Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for More ❯

of fund data across platforms and facilitating the smooth operation of our ETF product offerings. Developing custom reporting solutions using tools such as Excel and Power BI to provide management with valuable insights for decision-making. Collaborating with teams across sales, marketing, legal, and portfolio management to support on automation and reporting projects. Monitoring and responding to … data requests. Qualifications Bachelor's degree or higher in a finance-related or data analytics field. Proven ability to aggregate and manage data from multiple sources with strong data management expertise. Proficiency in Excel, with experience in data analysis and visualization tools such as SQL and Power BI, along with a solid understanding of databases and programming languages is … collaboratively in a team environment and handle multiple priorities simultaneously. Willingness to explore and adopt new technologies to enhance operational efficiency. Knowledge of ETFs, capital markets, and the investment management industry and their instruments is a plus. A background in consulting or professional services is also desirable. #J-18808-Ljbffr More ❯

Miryco Consultants are working with an active investment management firm to expand their investment risk team with a quantitatively-minded and proactive professional at the Analyst level. This role will involve performing independent oversight of investment portfolios, ensuring funds are managed in alignment with strategic objectives, and providing assurance to senior management. The position requires a strong analytical background … to support fund managers in maximizing portfolio returns while understanding and managing associated risks. Additionally, the role will support the development of risk analytics infrastructure within the team. Key Responsibilities: Portfolio Risk Oversight: Develop and deliver reports focused on market and liquidity risk to assist in portfolio oversight. Technology & Infrastructure Development: Play an active role in the … enhancement of risk analytics infrastructure, including database management and leveraging business intelligence tools for reporting. Collaboration: Work closely with the investment team to align portfolio management strategies with effective risk management practices. Collaborate with Performance Analytics teams to provide insights into portfolio performance and risk positioning. Innovative Analytics: Drive the development of new analytics tools More ❯

Miryco Consultants are working with an active investment management firm to expand their investment risk team with a quantitatively-minded and proactive professional at the Analyst level. This role will involve performing independent oversight of investment portfolios, ensuring funds are managed in alignment with strategic objectives, and providing assurance to senior management. The position requires a strong analytical background … to support fund managers in maximizing portfolio returns while understanding and managing associated risks. Additionally, the role will support the development of risk analytics infrastructure within the team. Key Responsibilities: Portfolio Risk Oversight: Develop and deliver reports focused on market and liquidity risk to assist in portfolio oversight. Technology & Infrastructure Development: Play an active role in the … enhancement of risk analytics infrastructure, including database management and leveraging business intelligence tools for reporting. Collaboration: Work closely with the investment team to align portfolio management strategies with effective risk management practices. Collaborate with Performance Analytics teams to provide insights into portfolio performance and risk positioning. Innovative Analytics: Drive the development of new analytics tools More ❯

Social network you want to login/join with: Miryco Consultants are working with an active investment management firm to expand their investment risk team with a quantitatively-minded and proactive professional at the Analyst level. This role will involve performing independent oversight of investment portfolios, ensuring funds are managed in alignment with strategic objectives, and providing assurance to … senior management. The position requires a strong analytical background to support fund managers in maximizing portfolio returns while understanding and managing associated risks. Additionally, the role will support the development of risk analytics infrastructure within the team. Key Responsibilities: Portfolio Risk Oversight: Develop and deliver reports focused on market and liquidity risk to assist in portfolio oversight. … Technology & Infrastructure Development: Play an active role in the enhancement of risk analytics infrastructure, including database management and leveraging business intelligence tools for reporting. Collaboration: Work closely with the investment team to align portfolio management strategies with effective risk management practices. Collaborate with Performance Analytics teams to provide insights into portfolio performance and risk positioning. More ❯

the following qualifications and skills: A proven track record of success in new business sales with buy-side technology, and a good UK buy-side network. Some sales team management experience, whether through direct line management or dotted reports, and a desire to formalize this. Exceptional communication and people management skills. Strong analytical ability and decision-making … hybrid) Remuneration: Competitive leadership salary & commission structure to reward sales team success. Keywords: sales director, head of sales, sales manager, VP sales, sales leader, hedge funds, buy side, asset management, investment management, portfolio management, data management, investment analytics, risk management, portfolio construction, portfolio analytics, performance attribution, risk analytics, OMS, regulatory reporting, accounting More ❯

processes and systems within the private credit sector. This senior role plays as an interlink between business operations and technology, with the ultimate goal to enhance investment decision-making, portfolio management, risk assessment, and operational efficiency. The ideal candidate will have a promising career development and growth. Responsibilities: Monitor industry trends, evaluate competitor offerings, and stay abreast of … to the user community. Guarantee that the systems are protected and adhere to all applicable regulations. Your Profile: Professional Background: Over 7 years of experience in private credit, asset management, or financial services, with a focus on technology platforms and operations. Technical Proficiency: Hands-on experience with loan origination systems, portfolio management tools, or risk management … private credit funds, including closed-ended funds, semi-liquid funds, and Collateralized Loan Obligations (CLOs). Process Expertise: Strong grasp of private credit processes, including underwriting, risk assessment, and portfolio monitoring. Analytical Skills: Excellent analytical and problem-solving abilities, with the capacity to comprehend business and technical functions and process information swiftly. Strategic Thinking: Strategic mindset with a focus More ❯

an equal opportunity and disability-confident, committed employer. The Role Sheffield Haworth’s Change Consulting practice delivers transformation and change solutions to clients across Investment Banking, Wealth and Asset Management, Private Assets, Insurance, Retail Banking, and FinTech. We partner with clients through Advisory and Project Delivery services, supporting them in navigating complex organisational change, regulatory requirements, and technology-led … ensuring effective delivery and sustainable implementation of change. We are looking for an Associate Director to support the continued growth of Change Consulting and manage the growth within a portfolio of clients as well as identify new clients. Key responsibilities include: Provide a high level of servicing to existing clients across Financial Services. Identify new business development opportunities within … of a pro-active and strong sales pipeline cycle for engagement deployment within and beyond the immediate 6 months. Assist in defining and maintaining strategic account plans for client portfolio, building organisational charts, identifying key stakeholders/buyers, and tracking key programmes for sales opportunities. Develop and strengthen relationships across client organisations focusing on key decision makers and buyers More ❯

an equal opportunity and disability-confident, committed employer. The Role Sheffield Haworth’s Change Consulting practice delivers transformation and change solutions to clients across Investment Banking, Wealth and Asset Management, Private Assets, Insurance, Retail Banking, and FinTech. We partner with clients through Advisory and Project Delivery services, supporting them in navigating complex organisational change, regulatory requirements, and technology-led … ensuring effective delivery and sustainable implementation of change. We are looking for an Associate Director to support the continued growth of Change Consulting and manage the growth within a portfolio of clients as well as identify new clients. Key responsibilities include: Provide a high level of servicing to existing clients across Financial Services. Identify new business development opportunities within … of a pro-active and strong sales pipeline cycle for engagement deployment within and beyond the immediate 6 months. Assist in defining and maintaining strategic account plans for client portfolio, building organisational charts, identifying key stakeholders/buyers, and tracking key programmes for sales opportunities. Develop and strengthen relationships across client organisations focusing on key decision makers and buyers More ❯

an equal opportunity and disability-confident, committed employer. The Role Sheffield Haworth’s Change Consulting practice delivers transformation and change solutions to clients across Investment Banking, Wealth and Asset Management, Private Assets, Insurance, Retail Banking, and FinTech. We partner with clients through Advisory and Project Delivery services, supporting them in navigating complex organisational change, regulatory requirements, and technology-led … ensuring effective delivery and sustainable implementation of change. We are looking for an Associate Director to support the continued growth of Change Consulting and manage the growth within a portfolio of clients as well as identify new clients. Key responsibilities include: Provide a high level of servicing to existing clients across Financial Services. Identify new business development opportunities within … of a pro-active and strong sales pipeline cycle for engagement deployment within and beyond the immediate 6 months. Assist in defining and maintaining strategic account plans for client portfolio, building organisational charts, identifying key stakeholders/buyers, and tracking key programmes for sales opportunities. Develop and strengthen relationships across client organisations focusing on key decision makers and buyers More ❯

and wants to shape the future of credit risk technology. What You'll Be Doing Lead the design and delivery of scalable analytics and risk solutions supporting loan syndication, portfolio management, and financing risk. Collaborate with cross-functional teams including data engineers, software developers, data scientists, and business stakeholders. Translate business needs into modern, data-driven software solutions … that improve decision-making and revenue optimization. Oversee the development of tools that support credit risk analytics, commercial loan pipelines, and portfolio optimization. Manage complex software projects, ensuring timely delivery, cost tracking, and alignment with business goals. Leverage AI and GenAI tools to enhance analytics capabilities and automation. What We're Looking For Strong domain knowledge in lending, credit …/real-time data processing. Experience managing multi-disciplinary teams and delivering at scale. Nice to Have Exposure to AI/GenAI tools in a financial context. Experience with portfolio analytics, CLOs, or synthetic financing products. CFA, FRM, or advanced degree in a quantitative field (Computer Science, Mathematics, Economics, etc.). Why Apply? High-profile role with visibility across More ❯

and wants to shape the future of credit risk technology. What You'll Be Doing Lead the design and delivery of scalable analytics and risk solutions supporting loan syndication, portfolio management, and financing risk. Collaborate with cross-functional teams including data engineers, software developers, data scientists, and business stakeholders. Translate business needs into modern, data-driven software solutions … that improve decision-making and revenue optimization. Oversee the development of tools that support credit risk analytics, commercial loan pipelines, and portfolio optimization. Manage complex software projects, ensuring timely delivery, cost tracking, and alignment with business goals. Leverage AI and GenAI tools to enhance analytics capabilities and automation. What We're Looking For Strong domain knowledge in lending, credit …/real-time data processing. Experience managing multi-disciplinary teams and delivering at scale. Nice to Have Exposure to AI/GenAI tools in a financial context. Experience with portfolio analytics, CLOs, or synthetic financing products. CFA, FRM, or advanced degree in a quantitative field (Computer Science, Mathematics, Economics, etc.). Why Apply? High-profile role with visibility across More ❯

role in configuring, implementing, and maintaining Fenergo and similar applications, ensuring smooth operation and integration with other business systems. You will work closely with various departments, including business stakeholders, portfolio management, and peer technology teams, to support and enhance the use of the Fenergo platform across the organization. Primary Responsibilities: Manage and support the Fenergo application, ensuring it … meets business requirements and operates efficiently. Support the design, development, and implementation of Data Management strategies for Fenergo. Provide ongoing system administration, troubleshooting, and issue resolution. Conduct regular system maintenance, including updates, patches, and system health checks. Develop and maintain documentation related to system configurations, user guides, and troubleshooting procedures. Support integration efforts between Fenergo and other enterprise applications … Bachelor's or Master's degree (or equivalent higher education) in Information Technology, Data Engineering, or a related field. Proven experience working with Fenergo or similar AML/KYC management software (minimum of 3 years). Experience in system configuration, customization, and integration of financial applications. Proficiency in SQL and data query languages to extract and manipulate data. Familiarity More ❯