Development (CRD) is a rapidly growing and profitable financial software and services firm operating as part of State Street, integral to the Alpha product set. Customers include top investment management, wealthmanagement, banking, and insurance firms. Role and Responsibilities This role supports the growth and complexity of our business, ensuring service levels are maintained, and relationships with … collaborates with Global and Regional Heads of Delivery to ensure operational control gates are observed, escalating risks as needed. The role also works with On-Boarding, Upgrade teams, Client Management, and the Global Operations Centre to ensure process adherence and effective client lifecycle management. Key responsibilities include process improvement based on data analysis, reporting enhancements, and ensuring platform availability. … Key Responsibilities Ensure batch reporting and KPI monitoring, identifying improvements. Support planning, issue management, and client environment ownership. Manage change communications and operational updates to executive management. Lead Business Recovery Management and incident response for major issues. Drive process improvements and build business cases for recommended actions. Analyze data to generate reports for stakeholders and improve case response More ❯
City of London, London, England, United Kingdom Hybrid / WFH Options
Noir
Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯
Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯
Asset & WealthManagement - Quantitative Insurance Strategy - Analyst/Associate - London location_on London, Greater London, England, United Kingdom YOUR IMPACT Are you a motivated, quick-thinking, collaborative individual with a passion for problem solving, quantitative analyses, investment strategy and the insurance sector? We are looking for a driven professional with strong communication skills and the ability to thrive … in a dynamic environment to join our Insurance Strategy team, working with our insurance clients and investment teams to deliver innovative investment solutions. OUR IMPACT Goldman Sachs' Asset & WealthManagement division (AWM) is one of the world's leading investment managers. AWM provides institutional and individual investors with investment and advisory solutions, with strategies spanning public and private … and identify the opportunities that can shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading insurance companies, pension funds, sovereign wealth funds, central banks, financial institutions, endowments, foundations, individuals, and family offices. The Insurance Asset Management team provides innovative insurance solutions for life, health, property and casualty and reinsurance More ❯
to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Your Impact The Asset Management (AM) Trading Engineering team is responsible for building and supporting a central function of the Asset and WealthManagement Division (AWM) with one of the top Asset … with key offices in New York, London, The Hague, Tokyo, Singapore and Bengaluru. The role offers a unique opportunity to work side-by-side with the Goldman Sachs Asset Management professionals and deliver the latest technology solutions while learning finance. The global team is approximately 65 developers working directly with the businesses based in all regions. As an engineer … 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 investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and More ❯
ensuring seamless operations. Key Responsibilities: Bank Administration Support: - Open and close bank accounts as needed. - Maintain corporate bank accounts by updating signers and ensuring documentation is current. - Utilize treasury management software (eBAM and Quantum) for account management. - Conduct KYC verification for bank accounts. WealthManagement Treasury Support: - Prepare and distribute daily liquidity and money market trades reports. … Review future settlement reports and manage funding for FX and securities settlements. - Address daily treasury cash breaks and recommend actions for resolution. - Upload manual MT940 onto the Treasury Management System. FX Dealing Support: - Assist the Front Office FX dealing team in monitoring positions and obtaining pricing. - Prepare ad-hoc reports and analyses for management. - Collaborate with internal teams and … A relevant undergraduate degree in Accounting, Business, Finance, Economics, or Mathematics. Experience in treasury, banking, or finance. A keen interest in financial markets and associated risks. Knowledge of cash management and foreign exchange activities. Proficiency in Microsoft Word and Excel, along with strong report writing and presentation skills. Exceptional organizational skills with the ability to meet deadlines under pressure. More ❯
ensuring seamless operations. Key Responsibilities: Bank Administration Support: - Open and close bank accounts as needed.- Maintain corporate bank accounts by updating signers and ensuring documentation is current.- Utilize treasury management software (eBAM and Quantum) for account management.- Conduct KYC verification for bank accounts. WealthManagement Treasury Support: - Prepare and distribute daily liquidity and money market trades reports. … Review future settlement reports and manage funding for FX and securities settlements.- Address daily treasury cash breaks and recommend actions for resolution.- Upload manual MT940 onto the Treasury Management System. FX Dealing Support: - Assist the Front Office FX dealing team in monitoring positions and obtaining pricing.- Prepare ad-hoc reports and analyses for management.- Collaborate with internal teams and … A relevant undergraduate degree in Accounting, Business, Finance, Economics, or Mathematics. Experience in treasury, banking, or finance. A keen interest in financial markets and associated risks. Knowledge of cash management and foreign exchange activities. Proficiency in Microsoft Word and Excel, along with strong report writing and presentation skills. Exceptional organizational skills with the ability to meet deadlines under pressure. More ❯
bringing Frontier AI to the frontlines of the world. About This Role We are seeking a dynamic and driven individual to lead our work with clients in the asset management, wealthmanagement, private equity, and capital market sector. In this role, you will be responsible for driving revenue growth and enhancing our impact with investors and investment … Services team within the Applied AI division. Role Specific Responsibilities: Revenue Growth: Achieve or exceed revenue targets by acquiring and effectively serving institutional investor and investment banking clients, including wealth managers, asset managers, hedge funds, and private equity firms. Sector Strategy: Develop and implement a strategy for growing our business with institutional investors, aligning with the wider strategy for … successful delivery of high-quality outcomes for clients in the investment industry by providing effective oversight on projects and programs, through a structured, repeatable approach to their delivery Client Management: Foster strong relationships with C-suite stakeholders, acting as a trusted advisor Thought Leadership: Build our profile in the investment management industry by delivering original and creative insights More ❯
IIBA (International Institute of Business Analysis)
running workshops, deep dive sessions, and leading information gathering, data collection, and data migration processes. Your skills and experience: At least 6+ years of business analysis experience in Asset Management, WealthManagement, or Investment Banking. Strong analytical background, attention to detail, along with structured organization and execution skills. Ability to work under pressure and manage deadlines effectively. … and solve complex problems. Fluent in English, both written and spoken; knowledge of other European languages is a plus. Ideally college-educated with a bachelor's degree in Science, Management, or Finance. If you meet the above criteria, please apply! This role is advertised via Hays Talent Solutions More ❯
PlannerPal is the AI assistant built for financial advisers. We're a UK-based, VC-backed wealthtech start-up on a mission to reshape wealthmanagement with AI-driven tools that save time, reduce admin, and help advisers and their teams focus on their clients. Our product is already used by hundreds of advisory firms and growing fast. … and have a direct impact on the future of the company. Tasks Design and build the front end and orchestration layer of generative AI products for the IFA and wealthmanagement industry. We use Vue/Nuxt.js on the front end, and Node/Sails.js in our orchestration layer, and MongoDB as our main database Collaborate closely with More ❯
Type of Position: Senior Adviser Support Administrator - London Pay: £30k - £40k Our client is looking for an experienced Senior Administrator to join their WealthManagement firm based in London. This position comes with a generous pay and benefits package. Responsibilities To provide administrative support to one or more financial advisers, which includes, but is not limited to, the … team members on a face-to-face basis to facilitate early adoption of systems and processes Undertaking ad hoc tasks and project work when required for the Head of WealthManagement Support and the Operations Manager Arranging client meetings for the adviser via email or telephone Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate … initiative Ability to critically evaluate information, probe and challenge the facts A flexible and adaptable attitude towards work Ability to work accurately and in accordance with procedures Excellent time management, ability to meet deadlines Experience of using provider platforms and product provider extranet sites Experience of Microsoft Word, Excel, Outlook Certificate in Financial Planning or equivalent Highly desirable Previous More ❯
Our client is a specialist global consultancy focussed on supporting clients in the asset management, wealthmanagement and insurance sectors. Founded over 20 years ago and with over 1000+ consultants working on behalf of clients across UK, Europe, North America and APAC, our client specialises in C-suite led transformation, operational excellence, technology delivery and regulatory compliance. … One of our client's current business opportunities is to support in the provision of fund accounting business analysis on behalf of an end asset management client. The role will involve: Working closely with fund accountants to understand accounting workflows, reporting requirements and regulatory obligations Translating operational and accounting challenges into clear business requirements Mapping out current fund accountant … office system migration project working with specific fund accounting platforms Role is to be based on site 3 days per week with client (central London) A background in investment management is essential Job Title: Fund Accounting BA Location: London, UK Rate/Salary: .00 GBP Daily Job Type: Contract Trading as TEKsystems. Allegis Group Limited, Maxis 2, Western Road More ❯
Consultant or Manager. The AI&B Banking team, which operates under Deloitte Consulting, is expanding our offering and have become increasingly involved in designing and implementing major financial resource management initiatives for Tier 1 banks globally, with a primary objective of delivering shareholder returns. These initiatives encompass financial resourcing strategy, operational framework and risk and regulations, all rooted in … a thorough understanding of the intricacies within the banking sector and supported by state-of-the-art analytical methodologies and tools. You will be joining a team of 30 management consultants with diverse analytical skills, industry experience and banking backgrounds. Our team comprises experts in financial analysis, economics, quantitative modelling, and data science, with experience drawn from both industry … and where it mattersmost . Connect to your opportunity Our project work spans a wide range of engagements - from designing and implementing prototypes to solutions in the financial resource management domain to supporting large scale transformation or remediation programmes. We often work collaboratively in multi-disciplinary teams alongside other Deloitte practice areas and Service Lines. Providing strategic advice and More ❯
growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI. SEI (NASDAQ:SEIC) is a leading global provider … of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion … in assets. For more information, visit What you will do: The role represents an excellent opportunity for a business development professional You will be responsible for targeting large wealth managers, distributors and family offices with SEI's suite of asset management capabilities You will focus on developing business relationships with new clients You will have an enterprise-first More ❯
an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: WealthManagement, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with … Risk Culture Audit Plan and discuss with key regional and global stakeholders Lead enterprise-wide and business specific risk culture assessments in the Plan and provide insights to senior management and relevant Board committee through impactful audit reports with minimal supervision Evaluate the effectiveness of risk culture governance, monitoring and reporting structures, risk culture frameworks, and the embedment of … and knowledge required: This role is a key part of the Group Internal Audit Leadership team. The candidate should specifically have: Relevant Risk Culture assessment experience in audit, risk management, or related fields Advanced degree in Behavioural Science, Psychology, or related field Experience with behavioural assessment methodologies and tools A track record in conducting culture assessments in financial institutions More ❯
The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) Private Banking Wealth Platform Business. The SWP Change team provides standardised project management, consulting, queue management, project execution, specialised product support (SMEs), and communication to the client firm and SEI organisations.The Senior BA will be responsible for … . The specifics of the role can vary project to project and there is an expectation of continuous learning in the role. What you'll do: • Serve as SEI Wealth Platform subject matter expert for operational, middle & front office workflows/procedures development. • Assist client to identify and make policy decisions, determine post-conversion organisation structure, and assess the … align with appropriate governance forums, to drive implementation and awareness across SWP • Identify and present solutions to potential issues that may arise over the project lifecycle • Open communication and management of project status, potential risks and issues to key stakeholders in SEI • Build effective relationships with key stakeholders (internally and externally) • Oversight and management of all tasks associated More ❯
partnerships with senior specialty clients, truly understanding their technical environments and business goals to deliver impactful outcomes. Champion Cross-Functional Collaboration: Work closely with sales, support, engineering, and product management to swiftly address technical challenges, ensure clear communication, and enhance client satisfaction and loyalty. Product Expertise & Thought Leadership: Become a recognized authority on FactSet's specialty products and solutions … product initiatives, ensuring successful execution and measurable impact for our clients. What We're Looking For: Proven Industry Expertise: At least 8 years of senior experience in technical account management, customer success, or a related technical role within a technology-driven, client-focused environment, or direct experience in the Asset and WealthManagement industry. Investment Management Savvy: In-depth understanding of investment management workflows, applications, portfolio analytics, and the challenges faced by institutional investors. Analytical Depth: Strong knowledge of performance, attribution, risk or reporting systems, the underlying financial calculations, and modern investment theories. Continuous Learner & Innovator: A passion for acquiring new knowledge, staying ahead of industry trends, and taking the initiative to drive solutions More ❯
an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: WealthManagement, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with …/External Audit or Second line IT functions. Financial services background will be beneficial although not essential. Strong knowledge of IT security, including both technical and business controls. Relationship management: Ability to develop and maintain strong relationships with subject matter experts and IT leaders across the organisation. Work collaboratively with other Internal Audit stakeholders. Strong time and project management … technology reviews including: Linux, Windows, Messaging infrastructure, Collaboration Tools, Cloud infrastructure, Remote Access technologies and networking products. Experience in assessing controls based on COBIT or other leading technology risk management and governance control framework. Experience in assessing controls based on NIST, SANS, ISO27000 or other leading cyber security framework. Very good presentation and report writing skills. Producing draft reports More ❯
Global Markets Financial Resource Management - Analyst Location: London, United Kingdom Department: Risk, Sales and Trading Division: Investment Bank Job Reference #: 320646BR Job Type: Full Time Your role Are you an analytical thinker? Do you understand regulatory capital and liquidity? Do you enjoy solving problems? We're looking for an analyst in our Global Markets Financial Resource Management … experience in the Financial Services industry Experience with data analytics, coding, and/or AI is beneficial About us UBS is the world's largest and only truly global wealth manager, operating in over 50 countries with a presence in all major financial centers. Our divisions include Global WealthManagement, Personal & Corporate Banking, Asset Management, and More ❯
growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI. SEI (NASDAQ:SEIC) is a leading global provider … of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion … information, visit What you will do: The role represents an excellent opportunity for a business development professional You will be responsible for leading and growing SEI's UK Asset Management footprint with Family Offices You will focus on developing business relationships with new clients You will have an enterprise-first mindset and the ability to cross sell a range More ❯
an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: WealthManagement, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with More ❯
Are you an experienced Quant Developer or Analyst with expertise in derivatives pricing, risk management, and data science? Do you enjoy innovative thinking and building tools? We are seeking a candidate who can collaborate closely with traders and sales teams, utilizing various technologies to deliver fast, market-ready applications. Responsibilities include: Developing high-quality trading and sales tools for … Trading and Structuring Pricing capabilities. Designing and building a microservice-based Pre-Trade and Pricing platform for the Global Equity Derivatives business. Migrating Excel-based pricing, parameter, and risk management tools onto web applications on the Azure cloud Analytics platform. Collaborating with trading, sales, structuring, and technology teams within the Equity Derivatives business, which includes exchange-listed, OTC, and … exotic products. Rapidly acquiring in-depth knowledge of Equity Derivatives trading and risk management from both technological and business perspectives. Team and Stakeholder Engagement: You will work within the ACQA Quant Platform team, collaborating with the wider QAD team, Quant Core platforms, and Valuation Model teams locally and globally. You will also work closely with global business stakeholders to More ❯
IIBA (International Institute of Business Analysis)
operating administratively as well as hands-on. In depth training will be provided at our London office (5 weeks). The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all the associated … The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealthmanagement and hedge funds. Together we have created first open front-to-back platform - State … and Blockchain sounds like a challenge you are up for. What you will be responsible for As Senior Consultant - Implementation Services you will be responsible for: Day to day management of an implementation project from a CRD perspective Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration to ensure Best Practice delivery More ❯
platform robustness. Your Expertise Advanced degree in Finance, Mathematics, Computer Science, or related field. Extensive experience in quantitative finance and dynamic strategy development. Strong leadership and cross-functional team management skills. Deep understanding of financial regulations and compliance. Excellent analytical, problem-solving, and communication skills. Self-starter, quick thinker, highly adaptable, and able to deal with ambiguity. Comfortable working … Global Markets. Proven track record of delivering milestones on time and to high standards with limited supervision. About UBS UBS is the world's largest and only truly global wealth manager, operating through four divisions: Global WealthManagement, Personal & Corporate Banking, Asset Management, and Investment Bank. We have a presence in all major financial centers in More ❯
deliver iteratively as part of a global team. Understanding of derivatives or trading is beneficial. LI-GB About Us UBS is the world's largest and only truly global wealth manager, operating through four divisions: Global WealthManagement, Personal & Corporate Banking, Asset Management, and Investment Bank. Our global presence spans over 50 countries and major financial More ❯