Meraki Talent are working with a leading global InvestmentManagement business to identify a Data Risk Analyst/Senior Analyst. Reporting into the Global Head your role will have broad exposure across the business and the team operate a flat structure. As a Data Risk Analyst/Senior Analyst, you will support the data risk and governance team … in managing all aspects of data risks and governance. Your primary focus will be on establishing and strengthening the data risk framework to enable Asset Management to mature, demonstrate data capabilities, and mitigate data risks effectively. Key Responsibilities: Implement a comprehensive data management framework covering data ownership, data sources, data quality, data usage, and records management. Actively identify More ❯
Meraki Talent are working with a leading global InvestmentManagement business to identify a Data Risk Analyst/Senior Analyst. Reporting into the Global Head your role will have broad exposure across the business and the team operate a flat structure. As a Data Risk Analyst/Senior Analyst, you will support the data risk and governance team … in managing all aspects of data risks and governance. Your primary focus will be on establishing and strengthening the data risk framework to enable Asset Management to mature, demonstrate data capabilities, and mitigate data risks effectively. Key Responsibilities: Implement a comprehensive data management framework covering data ownership, data sources, data quality, data usage, and records management. Actively identify More ❯
The Client Our client is a highly successful InvestmentManagement firm. The Role The Quality Assurance Analyst will sit within the Risk & Control Team and will help ensure that positive client outcomes are being achieved, and that investment portfolios are being correctly managed in line with Compliance regulatory standards and internal policies. The Quality Assurance Analyst will … ongoing competence and to demonstrate that the right client outcomes are being achieved. Reviewing Client Files - knowledge of KYC and Client Onboarding. Support the resolution of any breaches of InvestmentManagement client mandates and support production of periodic reports to Boards and Committees as required. The Quality Assurance Analyst will act as a key contact for first line … Investment Suitability matters and will share best practice with teams within the Front Office and the wider business, including Risk & Compliance. The Quality Assurance Analyst will support the delivery of key Front Office Risk & Control initiatives. The Quality Assurance Analyst will coordinate and provide Suitability related training for the Wealth Management company. The Candidate 2-3 years experience More ❯
a fantastic opportunity has arisen for a Treasury Director to join a leading City based Trading House. You will be responsible for all treasury operations, encompassing cash and collateral management, risk management and fostering relationships with clearing members, investment partners, custodians, and banks. This role involves strategic investment and collateral management, and robust financial risk … oversight (market, credit, liquidity). The Director drives departmental strategy, stakeholder engagement (board, management, regulators), reporting, data management, and operational risk mitigation. Key Responsibilities of the Treasury Director to include: Oversee daily treasury functions, ensuring accuracy in payments, collateral movements, investments, and reconciliations. Provide operational guidance and support. Building out of the Repo Business and management of … settlement processes Lead strategic treasury initiatives as directed by senior management and the board. Manage technology projects related to treasury operations. Cultivate strong relationships with service providers, counterparties, and stakeholders. Maintain relationships with financial institutions. Manage and test the default management and business continuity plans. Required Skills and Experience of the successful Treasury Director: Extensive experience in settlements More ❯
Opportunity Overview Corporate Title: Associate Location: Birmingham Division: Asset & Wealth Management Job Function: Project Management Wealth Management Engineering is seeking a hybrid Technical Project/Product Manager & Business Analyst to manage critical growth initiatives and regulatory obligations. The role involves leveraging project management skills and functional/architectural expertise to support technology needs across divisions. This … position offers an opportunity to manage key initiatives requiring engineering uplift to meet new business opportunities and regulatory demands. Roles and Responsibilities Collaborate with Divisional and Engineering Management, Operations, Legal, and Compliance to define and document requirements. Work with Engineering leadership and teams to agree on solution design, resourcing, and deliverables. Support engineering teams throughout the development lifecycle, ensuring … advance projects. Experience as a Technical Project Manager/Business Analyst in Financial Services or relevant experience. Understanding of Technology Concepts and SDLC fundamentals. Knowledge of project governance and management tools. Experience in improving business processes via technology. Proven ability to lead complex programs under tight deadlines. Excellent communication skills and ability to escalate issues effectively. Self-motivated and More ❯
Investment Performance Reporting Analyst page is loaded Investment Performance Reporting Analyst Apply locations London (51 Lime Street) time type Full time posted on Posted Yesterday job requisition id RQ12048 Investment Performance Reporting Analyst Location: London Contract Type: Permanent Work Pattern: Full Time and Hybrid About The Role This role at MS Amlin InvestmentManagement Limited … tools like Power BI, Power Query, Advanced Excel, and Python, along with expertise in GIPS Performance standards. The role is crucial for supporting clients and Head Office in understanding investment performance and offers opportunities to lead high-impact projects and drive automation. MS Amlin is part of a global top-10 insurance group, MS&AD. We're made up … of four distinct businesses covering Global Reinsurance, Lloyds Franchise, Local Specialty Insurer, and Business Services MS Amlin InvestmentManagement Limited (Ms AIML) manages the insurance assets for our European entities within the MS&AD Group. Our focus is to drive the best returns while managing assets to match client's liabilities and in line with regulations. This role More ❯
you're excited by the opportunity to blend strategic oversight with hands-on delivery – this is your chance to make a lasting impact in a company committed to active investment management. 🔍 The Role As the Data Lead, you’ll lead our research analytics function – managing a team, overseeing data integrity, and building the tools that enhance our investment … tools and enhance our modelling capabilities using Python, R, SQL, NLP, and machine learning. Collaborate across data, infrastructure, and engineering teams to build scalable solutions. Guide the development of management reporting, investment KPIs, and external disclosures. Mentor a team of analysts, championing a culture of collaboration and continuous improvement. ✅ What You’ll Bring Proven experience in data analytics More ❯
We seek to recruit new talentto join our Asset Management and Digital Asset Management teams in South of England.As a leading infrastructure consultancy, we strive to incorporate innovation and best practices into every aspect of the asset management life cycle. The digital transformation of infrastructure is gaining momentum, and we are actively seeking individuals who can assist … our clients in making informed decisions and enhancing the visibility of their assets. With our global experts and Asset Management centre of excellence, we offer cutting-edge solutions, ranging from Enterprise Asset Management systems to Digital Twins. We are specifically looking for exceptional individuals who excel in delivery, innovation, and possess a deep understanding of both physical and … digital technology. By working collaboratively, you will play a pivotal role in leading our important programs and ensuring the successful implementation of asset management throughout the entire life cycle. Your expertise will be instrumental in identifying and delivering solutions that bring tangible benefits to our infrastructure sectors. Join us today and be part of our exciting journey! We love More ❯
An established boutique investmentmanagement firm are looking to hire a new Head of Operations. The company has a multi-asset investment approach and has grown through both organic expansion and strategic acquisitions. Recent developments include the launch of a financial planning division catering to high-net-worth clients and the acquisition of a mass-affluent financial … planning business. The firm employs a range of operational platforms to manage both investment and financial planning services, including third-party and proprietary systems. A strategic priority for this role is to assess and optimise system infrastructure to streamline and unify data across functions for enhanced business intelligence and marketing insight. KEY PURPOSE OF THE ROLE: To lead the … Operations Team and oversee back-office functions across the firm, reporting directly to the Managing Partner. RESPONSIBILITIES: Operational Oversight & Team Management: Oversee all back-office operations and directly manage team members responsible for trading, reconciliations, reporting, and client data. Ensure the accuracy and timeliness of daily reconciliations, transaction and regulatory reporting, tax and quarterly reporting. Develop and maintain control More ❯
An established boutique investmentmanagement firm are looking to hire a new Head of Operations. The company has a multi-asset investment approach and has grown through both organic expansion and strategic acquisitions. Recent developments include the launch of a financial planning division catering to high-net-worth clients and the acquisition of a mass-affluent financial … planning business. The firm employs a range of operational platforms to manage both investment and financial planning services, including third-party and proprietary systems. A strategic priority for this role is to assess and optimise system infrastructure to streamline and unify data across functions for enhanced business intelligence and marketing insight. KEY PURPOSE OF THE ROLE: To lead the … Operations Team and oversee back-office functions across the firm, reporting directly to the Managing Partner. RESPONSIBILITIES: Operational Oversight & Team Management: Oversee all back-office operations and directly manage team members responsible for trading, reconciliations, reporting, and client data. Ensure the accuracy and timeliness of daily reconciliations, transaction and regulatory reporting, tax and quarterly reporting. Develop and maintain control 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 ❯
Business Development Manager - South East - Tax Efficient Investments Business Development Manager - South West - Tax Efficient Investments We are seeking a Business Development Manager to join a growing InvestmentManagement business. The role offers a competitive salary ranging from £50,000 to £70,000, with uncapped commission, based in South/South West or London with hybrid working arrangements. … The company is expanding into new regions in Southern England and requires a specialist Business Development Manager to lead this effort. Responsibilities include external sales to promote investment products across financial advisories and building extensive relationships throughout the South West. Key Requirements: 3-5 years of commercial experience in sales or as a Business Development Manager. Excellent client relationship … management skills. Experience selling to financial advisors. Experience selling investment products, ideally Tax Efficient Investments. This is a great opportunity to contribute to an award-winning investmentmanagement business expanding into new regions. If you meet the above criteria and are interested in learning more, please apply. About Kite Human Capital We are committed to working More ❯
Direct message the job poster from Mason Blake An established boutique investmentmanagement firm are looking to hire a new Head of Operations. The company has a multi-asset investment approach and has grown through both organic expansion and strategic acquisitions. Recent developments include the launch of a financial planning division catering to high-net-worth clients … and the acquisition of a mass-affluent financial planning business. The firm employs a range of operational platforms to manage both investment and financial planning services, including third-party and proprietary systems. A strategic priority for this role is to assess and optimise system infrastructure to streamline and unify data across functions for enhanced business intelligence and marketing insight. … KEY PURPOSE OF THE ROLE: To lead the Operations Team and oversee back-office functions across the firm, reporting directly to the Managing Partner. RESPONSIBILITIES: Operational Oversight & Team Management: Oversee all back-office operations and directly manage team members responsible for trading, reconciliations, reporting, and client data. Ensure the accuracy and timeliness of daily reconciliations, transaction and regulatory reporting More ❯
Senior Performance Analyst (Fixed Income) Job details Location: London Date Posted: 4 March 2021 Category: Job Type: Permanent Job ID: Description Our client is a leading name within investmentmanagement . Due to a successful year, they are now looking to recruit a Senior Performance Analyst to join their high-performing Performance & Risk team on a permanent basis. … background Graduate (or equivalent) with a numerical degree Experience of performance measurement, attribution and quantitative analysis within a buy-side house Working knowledge of fixed income investments in an investmentmanagement house Knowledge of Python, VBA or SQL Strong Excel skills as well as knowledge of performance systems such as Factset or Bisam Due to the nature of … this role, candidates without experience within an investmentmanagement company cannot be considered. This is a rare and exciting opportunity for an experienced Performance Analyst with Fixed Income experience to become a Senior member of a dynamic team during a time when the company is experiencing exciting change. If you believe your background meets the criteria, please apply More ❯
Company Profile Charles River provides an end-to-end solution to automate front and middle office investmentmanagement functions across asset classes on a single platform. Delivered as a hosted service, the solution improves data quality and investment professional productivity, controls risk, and lowers technology costs. Charles River serves more than 350 investment firms in over … countries across institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. The company was acquired by State Street in October 2018. Background This is a client-facing role involving both business and technical responsibilities, managing production Charles River IMS systems for multiple clients as part of the Charles River SaaS offerings, including application management … . Provide deep expertise in CRIMS, domain, and infrastructure, coupled with advanced diagnostic and troubleshooting skills to analyze and resolve software issues. Collaborate closely with engineering, QA, and product management teams; identify and test workarounds for software deficiencies. Engage actively with observability initiatives, particularly using Dynatrace. Handle sensitive issues affecting customer perceptions effectively. Research questions and issues using available More ❯
Our Client Our Client, a well-established, technology driven investment manager with a global footprint, is looking for a talented lawyer to join the in-house counsel team as the firm goes from strength to strength. Based in their London offices, this role will be predominantly regulatory focused but have an evolving mandate that will offer a much broader … professional development ark than usual. Your Profile Strong academic track record C. 3-7 years' PQE - in-house or private practice investmentmanagement advisory team Strong regulatory advisory knowledge In-house secondment or experience What Would Be Useful Knowledge of European regulated funds and/or US fund and securities regulation. Programming skills - desirable For more information about … our carefully curated relationships, networks and market knowledge to find the best fit for the clients in hand. We work with a wide range of clients, spanning from advisors, management consultants, corporate and commercial banks, brokers, exchanges MTFs and financial tech, through to global investment managers, hedge funds, private equity firms and investment banks. We began as More ❯
at a leading private markets firm. This role will lead a high-performing team in designing and scaling data platforms, with a strong emphasis on Azure Databricks , to enhance investment decision-making and operational efficiency. The Role As Head of Data Engineering , you will be responsible for shaping and executing the firm’s data strategy, working closely with stakeholders … across technology, investment, and transformation teams. Your expertise in data architecture, cloud platforms, and engineering best practices will be instrumental in building scalable, high-performance data solutions that power analytics and business intelligence. Key Responsibilities Lead and develop the data engineering team, fostering a culture of technical excellence and innovation. Architect and build scalable data pipelines, integrating structured and … unstructured data sources to support investment research and reporting. Drive the firm’s cloud-based data strategy, optimizing data storage, processing, and compute efficiency using Azure Synapse, Databricks, and Spark. Collaborate with investment and technology teams to develop analytical capabilities, enabling advanced insights and automation. Monitor emerging data engineering trends, tools, and best practices to keep the firm More ❯
Job Description Head of IT Infrastructure – InvestmentManagement Permanent/London/Hybrid An investmentmanagement organisation is seeking a Head of IT Infrastructure to lead the global delivery and oversight of infrastructure services. This role reports to the Head of IT Production and manages a small team across Networks, Unified Comms, Azure, AV, and M365. More ❯
Sales Manager - ETF & Index Solutions (UK & Ireland) Job details Location London Date Posted Category Job Type Job ID Competitive Description Our client is a top-tier global investmentmanagement firm with a well-established presence in the ETF and index investment space. Due to continued growth, they are now looking to recruit a Sales Manager - ETF & Index … line with KPIs and commercial targets • Collaborate with the international ETF Specialist Sales team and the wider UK sales desk to ensure consistent and strategic client coverage • Advise senior management on market trends and contribute to product marketing and client communications strategies The Sales Manager will meet the following skillset: • Strong ETF and/or index product knowledge, ideally … within asset management or a financial institution • Solid experience in sales and relationship management within the UK wholesale or institutional market • Proven ability to manage client pipelines, develop commercial strategies, and negotiate at a senior level • Excellent stakeholder engagement, presentation, and influencing skills • Confident using Salesforce, LinkedIn and MS Office tools to drive commercial outcomes • Fluency in English More ❯
Asset Owners investing across indirect and direct assets. You will collaborate with product, engineering, and delivery teams to provide the best experience and value to clients within private markets investmentmanagement through the Charles River for Private Markets platform. The ideal candidate will have prior experience working with Asset Owners, allocators, and/or limited partners investment operations or investmentmanagement teams. They should possess excellent business acumen, be passionate about data-driven decision making, and product advocacy. Strong communication skills to facilitate executive-level discussions, decision justification, and roadmaps are essential. At Charles River for Private Markets, candidates will work alongside talented engineers and product managers in an open, supportive, inclusive environment where … innovate in technology and products to impact the financial services industry. For over two centuries, we have helped clients safeguard and steward investments for millions of people. We provide investment servicing, data & analytics, investment research & trading, and investmentmanagement to institutional clients. Responsibilities Analyze, enhance, and deliver platform or service improvements for Asset Owners. Collaborate with More ❯
teams and distribution to ensure that ESG considerations are fully embedded into client outcomes. We're looking for a detail-oriented problem solver to join our Global Equity portfolio management team. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able … equity strategies. Maintain an up-to-date knowledge of the sustainability characteristics of the desk's strategies. Gathering ESG data at a stock and fund level to support portfolio management and client reporting. Share best practise with other equity desks. To be successful in this role you will have Bachelor's degree or equivalent work experience Prior experience of … sustainability analysis in financial markets. Strong interpersonal skills with the ability to interface with multiple teams at multiple levels. Interest in learning more about financial markets, the asset management business and leadership competencies. Technological aptitude with Microsoft Office, readiness to embrace AI to drive greater insights, and an ability to quickly learn specialized investment systems. Attention to detail More ❯
About this role Background BlackRock Inc. is a preeminent global firm, providing investmentmanagement, risk management and advisory services to institutional and individual investors around the world. Aladdin provides clients with access to the intellectual capital, risk analytics and investment platform used to support BlackRock's asset management business. By combining sophisticated risk analytics and … investment systems with capital markets and business process expertise, Aladdin Client Business helps clients address a variety of risk management and investment process challenges. The successful candidate will be an integral part of the Development Team and will assume a client facing position, focusing on our prospects and clients. The candidate will be responsible for contributing to … and Scope Aladdin Client Business is seeking to hire a world class executive with a proven track record of managing complex and consultative sales to enterprise clients within the InvestmentManagement industry. This will include partnering with business executives across a variety of industry verticals including insurance, pension funds, asset managers as well as alternative investment players. More ❯
Company Profile Charles River provides an end-to-end solution to automate front and middle office investmentmanagement functions across asset classes on a single platform. Delivered as a hosted service, the solution improves data quality and investment professional productivity, controls risk and lowers technology costs. Charles River serves more than 350 investment firms in over … countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River were acquired by State Street in October 2018. Background A client-facing, business and technical staff position responsible for all aspects of managing production Charles River IMS systems for multiple Clients as part of the Charles River Software as a … Service (Saas) offerings which includes Application Management for hosted and non-hosted clients. Responsibilities: This role will involve working closely with Clients, providing expert level remote management, administration and support for Client production Charles River IMS solutions, including: Primary Client Contact Regarding Issues: The representative serves as the main point of contact for clients regarding any issues that More ❯
Quilter Cheviot Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investmentmanagement and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities … trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December … Location: London (Hybrid) Contract: Permanent The purpose of this role is to help the Proposition team in Quilter Cheviot to establish, maintain, and improve a competitive Financial Planning and InvestmentManagement proposition, supporting the InvestmentManagement Proposition Manager, Financial Planning Proposition Manager and Head of Advice Standards in the team. This will include a wide range More ❯
About Us Re7 Capital is a London-based cryptoasset investment firm. Re7 utilises our deep crypto network and proprietary data infrastructure to drive investment decisions for a number of DeFi and alpha strategies. We also work with leading projects and blockchains to design their DeFi ecosystem, provide on-chain risk curation and vault management services through Re7 … Labs. Re7 has a dynamic team with a strong background in investmentmanagement, data science and crypto. We are looking for a talented Special Project Analyst - your role is to support our Re7 Labs business by researching, validating, and executing new business strategies at the convergence of Fintech and Web3. Responsibilities Construct industry research and mapping exercises to … VC, M&A, strategy consulting, Fintechs, etc.) Experience building lasting relationships with a range of different types and size of DeFi/Crypto client base Excellent communication, organisational, time management and planning skills Strong work ethic and results focused, taking ownership & accountability for consistent results University graduate Self-starter with the ability to work independently and the commitment to More ❯