and email queries as appropriate and act on all non-technical queries Provide agendas and information requests prior to client meetings, if required Assist with the production of management information, as required by central teams Assist with general administration as required e.g. ad-hoc scanning and filing Client servicing and meeting preparationUse appropriate systems and processes to submit … members of the team informed as necessary Produce accurate client portfolio valuations and statements using Intelligent Office Complete and assist with trades and portfolio rebalancing, as required Assist with cashmanagement control on client accounts (bonds, SIPPs, etc) Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant Correspondence … and client files Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks Ensure client agreements, including fee schedules, are in place and More ❯
London, South East, England, United Kingdom Hybrid / WFH Options
Robert Half
hybrid working basis. Role The Assistant Accountant for this exciting IT business based in London, will work closely with the Finance Manager in supporting on day-to-day management of finance operations. They will take on a number of key duties including: Process … supplier invoices and employee expenses with accuracy. Maintain accurate records of financial transactions on the internal system, Dynamics. Assist with bank reconciliations and credit card reconciliations. Assist with petty cashmanagement and VAT Returns. Support month end reporting including accruals & prepayments. Liaise with internal and external teams/partners to resolve queries. Provide general support to the More ❯
IIBA (International Institute of Business Analysis)
will be both non-IT (including but not limited to creation of a new procedure or standard or new control(s); Redesign of a business process; Organizational change management; Regulatory impact assessments) and IT related (including but not limited to creation of or enhancements/revisions to an application, creating a database, or system migration). To design … to agreed scope and baselined timeline. To re-plan and raise change controls without the project breaching approved budget/timeline etc. when change happens. To provide Change Management expertise to manage delivery, resolve conflict and mitigate change risk and advise the business on decisions relating to change To structure the project plan with meaningful milestones (following guidelines … depth knowledge of derivatives (IRD, FX Swaps/Fwds, FX Options). Good understanding of trade lifecycle events including trade and client management, supporting data, collateral and cashmanagement, reference data, trade and transaction reporting and network management. Experience of Trade migration/transition. Good appreciation for delivery of effective and sustainable processes and related More ❯
specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up. Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cashmanagement, investments and liaise with clients to ensure the completion of required documentation. Secure Compliance & Processing Ensure compliance with all legal and regulatory requirements. Appropriately assess risk … environment dealing directly with clients Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities A professionally recognized banking based background in front office, investments and transaction management A sound understanding of processing within a complex systems environment Bachelor/University degree, Master degree preferred Ability to build effective working relationships with clients and across hierarchal levels More ❯
growing and looking for new talents! Founded in 2020, Flowdesk is a regulated, full-service digital asset trading and technology firm that specializes in market making, OTC and treasurymanagement services. We have engineered a trading infrastructure that integrates more than 120 centralized and decentralized exchanges. Combining proprietary technology with significant experience from traditional markets and algorithmic trading More ❯
City of London, London, United Kingdom Hybrid / WFH Options
Affina Search
SAAS Treasury Systems Consulting firm based in London. Location: London preferred (Hybrid) Experience: 7+ years, with solid project delivery background Essential: FIS Quantum and Integrity experience Scope: Project management, RAID tracking, integration oversight, and client delivery You will take a senior role in deploying Treasury Systems and solutions within the Implementation function, and act as a mentor to … junior members of the team. The key requirement is someone with strong project management experience and … hands-on knowledge of FIS Quantum . Ideally, they’ll be confident operating in client-facing roles and supporting complex treasury transformation programmes. Strong knowledge of Payment and TreasuryManagement Systems, integration standards, and architectural delivery Experience contributing to the design and implementation of large-scale treasury transformation projects Demonstrated experience in project delivery, RAID tracking, and supporting More ❯
Deputy Group CFO. Reporting to and working closely with the Group CFO, the Deputy Group CFO will be heavily involved in all aspects of the business including the management and analysis of costs attributed to Residential Property Ownership and Property Management, Fine Art portfolios and other investment areas. As such, the ideal candidate will possess a … broad-based background within a Family Office environment. Responsibilities and Essential Duties: Management and guidance of financial teams in London and Europe. Financial reporting, consolidation, tax reporting and audit coordination. Management reporting across business and family areas. Treasury management. Systems reviews to incorporate the design and introduction of new processes. Compliance reporting including KYC/AML … etc. Liaising with lawyers and other professional advisers and banks custodians. Working closely with other management areas including Executive Office, Building Services, Property Services, Human Resources and IT. Requirements: Well qualified, experienced finance professional (ACA/ACCA) A strong ability to work with legal partners, reviewing and commenting on agreements from a commercial perspective. Broad based portfolio of More ❯
capital upon any sale event. Key aspects of the role include: Manage a portfolio of clients exclusively within the world of Digital Assets Work on accounting, international taxation, treasurymanagement, proof of asset audits, shard management, and advisory for global corporate entities. Advise on financial management, governance, international tax structuring, and corporate organization. Gain More ❯
powered advice on this job and more exclusive features. Description At eero, we pride ourselves on dedication to customers and our enterprise partners are no exception. Partner Success Management is responsible for ensuring partners can onboard efficiently, escalate concerns easily, and ultimately deploy eero successfully to their customers. Along the way, we review partner requests, ensure eero teams … they’re making the most of their eero experience. Description At eero, we pride ourselves on dedication to customers and our enterprise partners are no exception. Partner Success Management is responsible for ensuring partners can onboard efficiently, escalate concerns easily, and ultimately deploy eero successfully to their customers. Along the way, we review partner requests, ensure eero teams … by 2x Sign in to set job alerts for “Lead Partner” roles. London, England, United Kingdom 1 week ago London, England, United Kingdom 1 year ago Engineering Lead - Partner CashManagement - Java London, England, United Kingdom 2 weeks ago London, England, United Kingdom 1 week ago London, England, United Kingdom 1 week ago Woolwich, England, United Kingdom More ❯
capital upon any sale event. Key aspects of the role include: Manage a portfolio of clients exclusively within the world of Digital Assets Work on accounting, international taxation, treasurymanagement, proof of asset audits, shard management, and advisory for global corporate entities. Advise on financial management, governance, international tax structuring, and corporate organization. Gain More ❯
Civic Services Ltd London, England, United Kingdom 3 days ago Non-Executive Director (Representing the Interests of Energy Consumers) London, England, United Kingdom 1 week ago Engineering Lead - Partner CashManagement - Java London, England, United Kingdom 1 week ago Chief Executive Officer - Seeking a New Direction London, England, United Kingdom 5 days ago Divisional Chief Executive Officer More ❯
brokers, and institutional fintech players. Product Pitching & Customization: Position our client's WaaS product as a secure and scalable infrastructure for wallet orchestration, settlements, cold/hot storage, treasurymanagement, and compliance workflows - tailored to each client's needs. Strategic Sales Leadership: Own complex sales cycles end-to-end, directly engaging with C-level, product, and tech stakeholders. More ❯
strategy, design & development. We help crypto protocols improve their performance through strategic advisory and protocol development. Not a dev shop. Our process combines techniques from strategy consulting, product management, and high-assurance software engineering to ensure that the features we ship deliver bottom-line impact. We are proud to collaborate with some of the most sophisticated and impactful … other talented individuals and is comfortable taking the product perspective on protocol design from time to time. This is an Aera-specific opportunity. Aera is a trust-minimized treasurymanagement protocol for crypto institutions and was incubated by Gauntlet, the leading economic simulation company. Auditless lead Aera protocol development on behalf of the Aera Foundation and in close More ❯