Job Description We seek to recruit new talent to join our Asset Management and Digital Asset Management teams in Wales and the South West. As a leading infrastructure consultancy, we strive to incorporate innovation and best practices into every aspect of the asset management life cycle. The … 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 … 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 More ❯
WHO WE ARE The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investmentmanagement services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New … York and maintains offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centres around the world. Asset Management Division Asset Management Division (AMD) provides investmentmanagement services and offers investment products across all major asset classes to a diverse set of institutional … and individual clients. AMD also offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families. Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the More ❯
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 offerings. 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 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 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River was acquired by State Street in October 2018. Background A client-facing, business and technical staff position responsible for … 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: Primary Client Contact Regarding Issues: The representative serves as the main point of contact for clients regarding More ❯
s Aladdin Client Experience team. This individual will be responsible for driving strategic client experience, retention, and service for our most important institutional asset management and asset owner clients in Europe, Middle East, and Africa (EMEA) using the Aladdin platform. About this Role This role is a critical leadership … s Aladdin Client Experience team. This individual will be responsible for driving strategic client experience, retention, and service for our most important institutional asset management and asset owner clients in Europe, Middle East, and Africa (EMEA) using the Aladdin platform. Key Responsibilities Client Experience Ensure timely and effective resolution … of client questions and issues related to the investment lifecycle Serve as a trusted advisor and senior point of contact for all Aladdin clients in EMEA Build and maintain strategic service relationships with institutional clients Proactively identify and address client needs, challenges, and opportunities Operational Excellence Monitor and analyze 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 investmentmanagement software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created … What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception, including research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting More ❯
We are looking for a DC Client Manager who will hold a key relationship role & be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver new and existing clients with … that key third party supplier relationships are effectively managed. SEI's Institutional Group is one of the first and largest global providers of outsourced investmentmanagement services. We deliver integrated retirement, healthcare and nonprofit solutions to more than 520 clients in 12 countries and in the UK our … core propositions are Fiduciary Management and Defined Contribution Master Trust. What you will do: Support on all aspects of SEI service delivery to DC clients and act as a day to day contact and client advocate within SEI. Responsibilities: You will support all aspects of SEI service delivery to More ❯
place to work, and we offer flexibility of office/homeworking due to our hybrid model. About the role In your role as Data Management Lead you will make a meaningful and valued contribution from the outset. This role will provide a great opportunity to establish and execute the … the data governance, data architecture and data quality activities. This role plays a critical part in ensuring that new ways of working in data management are effective, efficiently undertaken and build long term capabilities. What you will be doing As a trusted part of the Operations you will be … responsible for: The successful candidate will lead the establishment and execution of new data management practices, providing support to the USSIM Head of Data Oversight and the broader Data Oversight function. Support the USSIM Head of Data Oversight in the development and implementation of data management business processes. More ❯
a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI is a leading global provider of investment processing, fund processing and investmentmanagement business outsourcing solutions for corporations, financial institutions, financial advisers and family offices. As a central part … of the UK Legal entity, the Risk Management team is responsible for the independent identification, assessment, management and mitigation of business risk across the legal entity. As such the team needs to understand the relationships and dynamics between each business area and provide a robust, value-added programme. … The Position The Risk Manager will support the Chief Risk Officer in the ownership and execution of the risk management framework and associated policies, procedures, tools and techniques for the business to assess and manage their risk for the UK regulated entity. The role holder will provide independent oversight More ❯
We seek to recruit new talent to join our Asset Management and Digital Asset Management teams in the South of England. As a leading infrastructure consultancy, we strive to incorporate innovation and best practices into every aspect of the asset management lifecycle. The digital transformation of infrastructure … 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 … 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 lifecycle. Your expertise will be instrumental in identifying and delivering solutions that bring tangible benefits to our infrastructure sectors. Join us More ❯
OpenDoor I Trading & Investment Manager PURPOSE The purpose of this document is to help prospective team members better understand the role and responsibilities with the position of Trading & Investment Manager at OpenDoor , WPP's bespoke global operating model for Amazon. ABOUT WPP & OPENDOOR At WPP, we're constantly … media, business, and creativity. ABOUT THE ROLE We are searching for a talented and enthusiastic individual to join our OpenDoor team as a Trading & Investment Manager . This is a Full-time position based in London . This role plays a crucial part in supporting WPP's mission to … and best in class service for Amazon in every country across its diverse businesses, including XCM, Prime Video, and RMI. RESPONSIBILITIES As a Trading & Investment Manager , you will have a direct responsibility in the control and management of investment across the agency to ensure client, deal, and More ❯
Our client is a top tier investmentmanagement house based in London. Due to continued company growth and success, they are now looking to recruit a Client Transitions Analyst to join their high-performing team on a permanent basis. The Client Transitions Analyst will take responsibility for the … account record set-ups; updating process and control checklists. Liaison and co-ordination with Transition Managers where relevant. Coordinating the reconciliation of external transition management trade execution files for new or existing accounts. Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator, and Trading in the … development and implementation of client transition strategies. Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis. Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks. Maintaining awareness of industry, custodian bank More ❯
Who we are looking for The ideal candidate will have a predominantly technical background implementing major fund management and/or banking software applications, preferably within a front office environment. They will also have a good understanding of the fund management and/or front-office terminology and … be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investmentmanagement software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created … What you will be responsible for As Senior Consultant you will: Assist, from a technical standpoint, in the implementation of a sophisticated trade order management and compliance monitoring systems to the fund management industry Provide technical consultancy services for clients and their CRD Account Managers including; install, configure More ❯
Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Call Center Representative OFFICE LOCATION(S): London JOB FUNCTION: Digital Operations - Specialist DIVISION: Asset & Wealth Management Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor … led wealth management businesses provide financial planning, investmentmanagement, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business … people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investmentmanagement firm. Headquartered in New York, we maintain offices around the world. Goldman Sachs is an equal employment More ❯
Deloitte's InvestmentManagement & Wealth Operations and Domain Solutions (IM&W ODS) team offers end-to-end transformation services to clients in the InvestmentManagement & Wealth sector. We combine deep knowledge of the industry and its challenges with technology and vendor platform capability, operations expertise and … a more diverse and inclusive culture. Connect to your skills and professional experience Proven wealth platform transformation experience gained within a top-tier wealth management or consulting or equivalent firm. Strong understanding of vendor management best practices and the ability to endure complex vendor landscapes. A track record … technology change in areas such as: Wealth Platform migration and/or transformation. Industry knowledge in one of the following: Life & Pensions or Wealth Management or equivalent. Familiarity with modern software delivery tooling. e.g. JIRA/Confluence/Microsoft Visio. Appreciation of emerging technology and trends in wealth management. More ❯
s vital role in enhancing the quality of life for individuals. Aladdin was created early in the firm's history to ensure that the investment professionals at BlackRock have the best-in-class data, analytics, and tools to manage client assets. Twenty years ago, BlackRock made Aladdin available to … other asset managers and asset owners. Today, Aladdin is relied on by approximately 55,000 investment professionals around the world. About Aladdin & Aladdin Sustainability Aladdin is our operating platform to manage financial portfolios. It unites client data, operators, and technology needed to manage transactions in real time through every … step of the investment process. Aladdin exists so that every financial professional can understand investment decisions and act with clarity. Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools on a single platform to power informed decision-making. Aladdin Sustainability solves clients' sustainability More ❯
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 More ❯
Job Description 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 … 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 More ❯
Deloitte's InvestmentManagement & Wealth Operations and Domain Solutions (IM&W ODS) team offers end-to-end transformation services to clients in the InvestmentManagement & Wealth sector. We combine deep knowledge of the industry and its challenges with technology and vendor platform capability, operations expertise and … accelerators and standards and promoting adherence to these standards within internal and external programmes and projects. Qualifications: Strong consulting experience, preferably in the wealth management, pensions and/or insurance domains. Good understanding of vendor management best practices and the ability to endure complex vendor landscapes. Experience in … delivery teams to successful project outcomes by managing and monitoring progress, mitigating risks, communicating effectively with stakeholders, and adapting to changing circumstances. Strong stakeholder management skills, including the ability to communicate complex information clearly and build relationships with clients. Ensure delivery standards are followed and deviations from any defined More ❯
Street company, is growing and we are seeking a Relationship Manager to join the team in our London location. The award-winning Charles River InvestmentManagement System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution … for investment managers across the Institutional investment, Wealth Management and Hedge Fund industries. We are looking for dynamic, engaging and experienced Relationship Managers to help drive our continued growth. Job Description Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional … the client's leadership team to ensure strategic alignment and strong, long-term partnerships. You will work closely with your peers in the Client Management team to ensure effective engagement with these relationships across your accounts. As a Relationship Manager, you must demonstrate your ability to manage relationships through More ❯
GSAM European Shareholder Services, Project Manager/Business Analyst, Analyst/Associate- London location_on London, Greater London, England, United Kingdom Asset and Wealth Management Division (AWM) Asset and Wealth Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business … Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. AWM partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. AWM, GSAM European Shareholder … Services, Project Manager/Business Analyst, Analyst/Associate GSAM Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients More ❯
problems and brings efficiency and innovation to the changing global landscape through unique offerings including interest rate hedging, capital advisory, defeasance and prepayment, debt management, accounting services, and valuation. Within Chatham's InvestmentManagement practice, team members are responsible for collaborating in understanding our current clients and … Your Impact: As a Data Consultant specializing in institutional real estate clients, you will play a pivotal role in solving complex loan reporting, data management, and portfolio analytics challenges. You will work alongside leading real asset investors using our proprietary technology platform, ChathamDirect, to address these challenges. Your primary … expenditure reports and balance sheets. In addition to your work with real estate source documents, you will also maintain a working knowledge of database management tools and techniques. You will use your expertise to ensure that data is complete, accurate, and timely, with a focus on enabling clients to More ❯
Deloitte's InvestmentManagement & Wealth Operations and Domain Solutions (IM&W ODS) team offers end-to-end transformation services to clients in the InvestmentManagement & Wealth sector. We combine deep knowledge of the industry and its challenges with technology and vendor platform capability, operations expertise and … throughout the migration process, such as reconciliations, cleansing, and profiling. Connect to your skills and professional experience Strong consulting experience, preferably in the wealth management or pensions domains Experience in working with multiple vendor and delivering results in a multi-vendor environment Experience in diverse delivery programmes and projects … specifically with complex migration phases Strong understanding of vendor management best practices and the ability to navigate complex vendor landscapes Been a key part of wealth platform transformation and migration projects and demonstrated ability to support in a team of technology and business advisors through all phases of the More ❯
inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's Private Banking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing, building and … opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current relationships and enjoy developing new ones, prospecting … for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: A proven track record in a new Business Development role involving developing and managing executive level relationships within More ❯
be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investmentmanagement software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created … minimal guidance and oversight. Proven ability to develop and manage cross functional processes and project timelines. Excellent follow-through, attention to detail and time management skills. Ability to develop recommendations, form judgments and make decisions based on existing available data. Education & Preferred Qualifications Extensive commercial experience at an OTC … services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investmentmanagement to institutional clients. Work, Live and Grow. We make all efforts to More ❯