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 DeFi Business Development professional. Your role is to support our investment funds and Re7 Labs business, scale our vaults, establish partnerships, and source crypto clients who could benefit from Re7's product suite. Responsibilities: Establish and … professional growth and development in a rapidly evolving industry. Competitive package. How To Apply: Apply with your CV, cover letter, and a 1-2 minute video pitching a crypto investment product of your choice. More ❯
We are privileged to be working within a highly respected InvestmentManagement organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear. Based in the heart of the City with a modern relaxed but professional … and intermediary communication is accurate, appropriate, and delivered at the right time, including emails, letters, and platform updates. Inputting, manipulating, and maintaining data on the platform and client relationship management systems to perform required service tasks which can include processing ISA subscriptions and payment instructions in line with HMRC and company policies. Assisting in the testing of the development … intermediary practices. Already possessing knowledge of the UK platform market, including the regulatory environment, coupled with experience of platform administration, including tax wrappers, any experience of retail investments and investmentmanagement (including operational knowledge) would be advantageous. Additionally, you will be someone who has the ability to build ongoing relationship, manage client expectations and be able plan, organise More ❯
We are privileged to be working within a highly respected InvestmentManagement organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear. Based in the heart of the City with a modern relaxed but professional … and intermediary communication is accurate, appropriate, and delivered at the right time, including emails, letters, and platform updates. Inputting, manipulating, and maintaining data on the platform and client relationship management systems to perform required service tasks which can include processing ISA subscriptions and payment instructions in line with HMRC and company policies. Assisting in the testing of the development … intermediary practices. Already possessing knowledge of the UK platform market, including the regulatory environment, coupled with experience of platform administration, including tax wrappers, any experience of retail investments and investmentmanagement (including operational knowledge) would be advantageous. Additionally, you will be someone who has the ability to build ongoing relationship, manage client expectations and be able plan, organise More ❯
Company: Royal London Group Job Title: Business Development Executives Contract Type: Permanent Location: London Working style: Hybrid home/office based Closing date: 30th June 2025 Royal London Asset Management (RLAM) Wholesale Team are currently looking for several motivated self-starters to join us as Business Development Executives. As a Business Development Executive, you will drive sales and revenue … by distributing RLAM investment products to targeted market segments. We provide comprehensive support to help you succeed, including study support for completing your InvestmentManagement Certificate (IMC) within six months. If you're committed to contributing to a thriving wholesale business and eager to grow your career, we want to hear from you. About the role Responsible … for growing business within a geographical region alongside the Business Development Manager. This is a superb opportunity to build a career in asset management sales within a highly successful team Develop regional accounts from prospects to business producers (outside of the BDM 150 list), evidenced through your account panels and adoption of a structured sales process. Running your own More ❯
Business Development Director, Global Financial Institutions Job ID: 1813 Department: Group Distribution Job Category: Professional/Managerial Location: London, GB, EC2V 7QN Date: 7 Jul 2025 Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of … lead and coordinate the firm's efforts to distribute RAM funds and services to financial institutions globally. This role is senior and strategic, involving a mix of client relationship management, sales leadership, and business development. This strategic role requires coordination across the RAM business working with various departments to build a GFI business both in London and across the … will also require integration with senior leadership teams and business partners at both Rathbones and our key GFI clients. Outcomes of the Role Strategic development. To collaborate with senior management and distribution teams to build and execute strategic initiatives as we build a GFI business and expand our distribution footprint globally. Strong Investment Acumen - an institutional level understating More ❯
will make a meaningful and valued contribution from the outset. This role offers a great opportunity to establish and maintain ongoing capabilities for how USSIM manages the quality of investment data. This senior position plays a critical role in driving data-related strategies that support USSIM's strategic objectives. What you will be doing The successful candidate will lead … data quality initiatives and support the USSIM Head of Data Oversight on all data quality matters across the investment business. The key responsibilities include: Supporting the development and implementation of a comprehensive data quality plan aligned with USSIM's data strategy, goals, and risks. Establishing data quality metrics and monitoring processes to oversee investment data quality, involving Data … control environment with market data vendors. Promoting best practices in data quality within data projects. Collaborating closely with the Head of Data Governance and Data Architect to advance data management practices. About you We understand that candidates may not meet every requirement. If you're excited about the role and possess most of the skills or experience, we encourage More ❯
Acadian Asset Management LLC is a Boston-headquartered investmentmanagement firm with wholly owned affiliates located in Singapore, London, and Sydney. As of March 31, 2025, the firm managed approximately US$121 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad. Position Overview: We are searching for … a Client Communications Analyst who will be responsible for maintaining a content management system, ensuring the prompt and accurate dissemination of data to institutional consultant databases, as well as crafting well-written and compelling responses to Requests for Proposals (RFPs) and client and consultant questionnaires. The Analyst will play a key role in leveraging technology-such as AI-driven … institutional databases Retrieve, analyze, and validate data to complete the quantitative components of RFPs/RFIs, ensuring accuracy and relevance Assist with implementation and optimization of a new content management platform, incorporating AI-driven content tools and automation to improve efficiency and consistency Support information and data projects, contributing to process enhancements and automation opportunities Complete client and consultant More ❯
Our client, a leading global investment manager, are growing their European operation. As a result, they are looking for a deeply experienced, highly analytical and tech savvy business analyst to join their sales and servicing technology team. You will be working alongside a dynamic group, who are focussed on building innovative sales and marketing tools, and will play a … pivotal role in designing new solutions for business stakeholders. To be successful in this role it is essential that you have worked in the investmentmanagement industry, particularly within sales distribution, client service and marketing. You should also have worked previously with Salesforce specifically. Key responsibilities include: Acting as the SME in CRM, BI Reporting and other Sales … to sales, marketing and client service teams in their use of internal tools and platforms. Key requirements: Deep business analysis skills and experience. Previous experience working in the asset management industry, especially within distribution, marketing, and client service. Strong CRM background with specific practical experience working with Salesforce. Ability to structure SQL queries, understand stored procedures and an understanding More ❯
Our client, a leading global investment manager, are growing their European operation. As a result, they are looking for a deeply experienced, highly analytical and tech savvy business analyst to join their sales and servicing technology team. You will be working alongside a dynamic group, who are focussed on building innovative sales and marketing tools, and will play a … pivotal role in designing new solutions for business stakeholders. To be successful in this role it is essential that you have worked in the investmentmanagement industry, particularly within sales distribution, client service and marketing. You should also have worked previously with Salesforce specifically. Key responsibilities include: Acting as the SME in CRM, BI Reporting and other Sales … to sales, marketing and client service teams in their use of internal tools and platforms. Key requirements: Deep business analysis skills and experience. Previous experience working in the asset management industry, especially within distribution, marketing, and client service. Strong CRM background with specific practical experience working with Salesforce. Ability to structure SQL queries, understand stored procedures and an understanding More ❯
City of London, London, United Kingdom Hybrid / WFH Options
X4 Technology
Role: Contract Business Analyst Domain: Leading Financial Institution Project: Collateral Management Location: London (Hybrid) Rate: £550/d (Inside IR35) Contract: 6 months (likely extension) X4 Technology are partnered with a leading financial institution to recruit a Business Analyst on an initial 6-month contract to support a key programme of work within collateral management. The successful candidate will … structures, you'll collaborate with stakeholders to identify and define essential data attributes, ensuring reporting is accurate, consistent and aligned across different platforms. Requirements for the Business Analyst (Collateral Management) Demonstrated background in business or data analysis within collateral operations Strong grasp of the data structures underpinning collateral reporting processes Hands-on involvement with systems such as CloudMargin or … Colline would be highly beneficial Comfortable operating autonomously with a proactive approach to achieving outcomes Familiarity with investmentmanagement firms or buy-side institutions is a plus This is an excellent opportunity to join a high profile programme within a dynamic financial institution. The role is a 6-month initial contract with strong potential for long-term extension More ❯
Role: Contract Business Analyst Domain: Leading Financial Institution Project: Collateral Management Location: London (Hybrid) Rate: £550/d (Inside IR35) Contract: 6 months (likely extension) X4 Technology are partnered with a leading financial institution to recruit a Business Analyst on an initial 6-month contract to support a key programme of work within collateral management. The successful candidate will … structures, you'll collaborate with stakeholders to identify and define essential data attributes, ensuring reporting is accurate, consistent and aligned across different platforms. Requirements for the Business Analyst (Collateral Management) Demonstrated background in business or data analysis within collateral operations Strong grasp of the data structures underpinning collateral reporting processes Hands-on involvement with systems such as CloudMargin or … Colline would be highly beneficial Comfortable operating autonomously with a proactive approach to achieving outcomes Familiarity with investmentmanagement firms or buy-side institutions is a plus This is an excellent opportunity to join a high profile programme within a dynamic financial institution. The role is a 6-month initial contract with strong potential for long-term extension More ❯
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investmentmanagement services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and … more with comprehensive investment solutions. The Role: We are seeking a highly skilled Business Intelligence (BI) Analyst with a strong background in finance to join our dynamic team. The ideal candidate will possess deep expertise in financial analysis, reporting, data visualization, and documentation, with proficiency in using Tableau. This role is critical in guiding decisions through data-driven insights … Tableau dashboards to visualize complex financial data. Create and distribute regular financial reports and ad-hoc analyses to stakeholders. Translate business requirements into technical specifications for Tableau reporting. Data Management & Documentation: Ensure data accuracy and integrity by working closely with data engineering teams. Manage and maintain financial data within BI systems. Document data sources, definitions, and methodologies for key More ❯
IIBA (International Institute of Business Analysis)
State Street Alpha, the industry's first and only Front-to-Back Platform, gives clients access to the complete investment lifecycle with the power of choice. Successful delivery of this type of solution requires careful analysis of client's business needs, functional requirements, and future goals. Synthesizing the intersection of the client goals and the State Street family of … Alpha solution. We are looking to expand our team of professionals responsible for meeting these success criteria. A candidate must be able to understand and articulate the landscape of investment data and technology to internal and external parties. The ideal candidate is detail oriented, intellectually disciplined, thinks out-of-the-box, is comfortable working across silos and asking challenging … by demonstrating knowledge, confidence and reflection on their feedback Gather client requirements and insure current fit with product roadmap & functionality Provide input on gaps or market demand to product management team to create a virtuous circle of deal to product feedback. Document and communicate via repeatable artifacts the valuable information gathered during each sales process and own the transition More ❯
Better Connected and Better Informed, ensuring you are part of a dynamic and forward-thinking environment. Our Commercial function is the external face of FE fundinfo. Our sales, account management, ecosystem and client success teams comprise of passionate, action orientated individuals with domain expertise who partner with our clients to navigate industry trends and deliver on their business needs … proven track record of selling technology or data solutions, ideally within the financial services industry. You will have experience in a technology-focused environment. You should possess excellent time-management and prioritization skills. You must have an excellent telephone manner, a positive outlook, and great telephone sales ability. You will have the ability and willingness to work independently and … as part of a team. FE fundinfo is a leading investmentmanagement technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. At FE fundinfo, we foster a culture of 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 delivery excellence in order to support our clients through the … it mattersmost . Connect to your opportunity If you're looking for a role in a fast paced, exciting environment where you can make a big impact in Alternative InvestmentManagement and Private Markets, this is the role for you. You will benefit from early client exposure and work alongside the top practitioners in our field. You will … build your own credibility and brand in the industry from an early stage, in turn making an impact that matters. Deloitte is actively engaged with clients across Private Markets investment firms to Imagine, Deliver and Run the transformations our clients need to succeed in a rapidly growing market. We work with leading Alternative Investment Managers, Private Markets firms More ❯
operations, high priority projects across all typical project phases Project initiation and scoping- including plan definition and managing realistic expectations for successful delivery with project stakeholders Support ongoing project management- including progress monitoring, reporting and quality assurance throughout the project Build and manage strong relationships with project sponsors and stakeholders in Operations, Technology and the business, understanding competing priorities … Actions experience of front, middle, or backoffice Strong knowledge of Jira Strong Corporate Actions experience and knowledge of elections and event processing Proven ability to work effectively with executive management Strong communication, analytical, problem solving and organizational skills Ability to influence and work collaboratively across multiple organizations to reach common goals Demonstrate excellent process and project management skills … our mark on the financial 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 create a great work environment. More ❯
About Atominvest: At Atominvest, we're redefining how the world's top investment firms operate. Our software powers leading investment firms across private equity, VC, infrastructure, and credit-helping them streamline investing, fundraising, operations, and sustainability efforts. You'll be joining a team that's building the future infrastructure that powers the private investments industry. We're growing … business forward. If this sounds like what you'd love to be doing, we can't wait to hear from you! Your skills 6-10+ years of product management experience, with at least 2-3 years leading product teams Solid technical background with engineering/STEM degree from a top university Strong experience in enterprise SaaS; fintech or … investmentmanagement experience is a plus Proven ability to lead and scale product organizations in a fast-paced environment Strong user empathy, business acumen, and technical fluency Experience working closely with engineers, designers, and cross-functional stakeholders Excellent communication, decision-making, and leadership skills Strategic mindset with a bias for action and outcomes Comfortable navigating ambiguity and prioritizing More ❯
a dynamic, fast-paced team environment Requirements: BS/MS in Computer Science or equivalent 8+ years of related experience 5+ years managing technical consultants 3+ years technical project management Proven leadership qualities Experience in solution delivery and managing client expectations Problem-solving skills and long-term solution recognition Detail-oriented and capable of multitasking Self-starter, able to … industry experience Consulting background System integration using ETL tools Experience with Perforce About State Street State Street is a leading custodian bank, asset manager, and financial services provider, offering investment servicing, data & analytics, research & trading, and investmentmanagement to institutional clients worldwide. We foster a supportive work environment with competitive benefits, development programs, and initiatives promoting inclusion More ❯
Quick Registration First Name Last Name e-mail Phone Sector Location Our client is looking for a Credit Control Manager. Private Client InvestmentManagement Trainee. Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in London. Date: 1 Aug 2024 Sector: ADMINISTRATION Type: Permanent Location: London Salary … s regulatory and legislative environment. The team of three works closely with other teams across the firm. Responsibilities include: Analyzing data from AML database and the firm's practice management database using Excel. Performing checks which may involve reviewing Companies House filings, running PEP and sanctions checks, and other electronic reports, then analyzing the results. Updating the AML database … a timely manner, reviewing existing clients, ensuring client records are updated, and supporting documentation is suitable and filed correctly within the AML database. Setting up clients on the practice management database, ensuring adherence to procedures including anti-money laundering protocols. Collating data from different sources and systems, liaising with the Technology team to improve systems and processes for efficiency. More ❯
analysis with expertise in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; a proven ability to liaise between business/implementation and technology teams specializing in Investment Accounting Why this role is important to us The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM. State Street … AlphaSM redefines the common definition of 'alpha' to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Join us if … cases" to document requirements. Maintain an excellent working knowledge of the STT F2B product offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations specializing in IBOR & Investment accounting and Cash servicing but not limited to these product areas Analyze and document data mappings from source systems involved in the solution. Ongoing data/technical requirements analysis 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 planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence … across the United Kingdom, Jersey, Dubai and Dublin. 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 2024). If you want to play … Role Level: 3 Contract: Permanent Department: Marketing Location: London We're seeking a diligent, proactive, hands-on Digital and Social Media Executive to join our Marketing Team. Social media management: Developing, creating (alongside designers), scheduling, and posting engaging content across all social media platforms. Working with the Marketing Managers and the wider Marketing team to develop and implement a More ❯
Our client is a leading specialist asset manager renowned for its commitment to sustainable investing and delivering exceptional service to private clients. With over £20 billion in assets under management and a strong reputation built over more than 35 years, the firm prides itself on forging long-term, transparent relationships with both clients and employees. As part of ongoing … deliver high-quality service to private clients and internal stakeholders. This is an excellent opportunity for someone with solid client service experience looking to join a collaborative, sustainability-focused investment manager. Key Responsibilities: Complete daily operational tasks, including control reports and data feeds Assist with onboarding new client accounts and eventually manage own client onboarding processes Maintain and develop … account closures and asset transfers Candidate Requirements: 2-4 years' experience in client servicing or a similar administrative role within financial services (preferred) Basic understanding of private client or investmentmanagement services Excellent organisational skills with the ability to prioritise work effectively and manage multiple tasks simultaneously Confident communicator with strong written and verbal skills Comfortable dealing directly More ❯
If you're looking for a role in a fast paced, exciting environment where you can make a big impact in Alternative InvestmentManagement and Private Markets, this is the role for you. You will benefit from early client exposure and work alongside the top practitioners in our field. You will develop quickly, adding real value to clients … wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Deloitte is actively engaged with clients across Private Markets investment firms to Design, Implement and Operate the transformations our clients need to succeed in a rapidly growing market. We work with leading Alternative Investment Managers, Private Markets firms … contribute to, the development of the Operations Transformation practice team, including supporting proposition development and thought leadership Connect to your skills and professional experience Significant experience working in Alternative InvestmentManagement/Private markets Experience driving change and impacting operating models of private markets investment managers A track record of designing and delivering transformational change Proven ability More ❯
AI organisation. You’ll lead small, high-impact teams solving real enterprise problems using LLM-powered agents, Solutions range from knowledge modelling to creative AI applications – working across portfolio management and global sporting productions. You’ll work closely with senior stakeholders at major UK companies, translating their needs into scalable, production-ready AI systems. Responsibilities include guiding technical delivery … long-term partnerships with cloud and model providers and launched high-impact tools, like a generative internal search assistant for a telecom’s client, and a LLM powered portfolio management solution for an investmentmanagement client. They focus on scalable, ethical AI, meaning practical, auditable solutions with human oversight, real monitoring, and responsible deployment. No hype. Just More ❯
AI organisation. You’ll lead small, high-impact teams solving real enterprise problems using LLM-powered agents, Solutions range from knowledge modelling to creative AI applications – working across portfolio management and global sporting productions. You’ll work closely with senior stakeholders at major UK companies, translating their needs into scalable, production-ready AI systems. Responsibilities include guiding technical delivery … long-term partnerships with cloud and model providers and launched high-impact tools, like a generative internal search assistant for a telecom’s client, and a LLM powered portfolio management solution for an investmentmanagement client. They focus on scalable, ethical AI, meaning practical, auditable solutions with human oversight, real monitoring, and responsible deployment. No hype. Just More ❯