Managers, Traders and Operational teams. Additional Information Their core investment platforms are Aladdin for their funds and derivatives book of business, and a new vendor platform (tbc) for their wealth and institutional book of business. They currently have an internal data warehouse, low code workflow and dashboard platforms and sophisticated investment risk and macro research internal platforms. The work … with peers on departmental engineering objectives: development tools and standards, developers efficiency/experience, architecture/frameworks/security, continuous improvement activities etc. Skills, Knowledge & Experience Knowledge of Investment Management and Financial Services is essential, ideally gained through the implementation of a leading wealthmanagement or asset management vendor package with complex integration effort. Experience of … everything or the specific tooling listed: Highly experienced and good working knowledge across the following technologies: Languages : .NET Core, C#, NodeJS/JavaScript, Development Environments: Visual Studio, SQL Server management studio, Oracle Developer Databases: MongoDB, ElasticSearch, Oracle, SQL Server Frameworks/Libraries/Tools - solid experience across the following: Deployment: Containerisation tools such as; Docker, Ansible or Kubernetes Understanding More ❯
private equity, real assets and private credit. We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team of professionals across Europe … Platform Design and deliver client-facing digital services including self-service portals, communications workflows, and embedded analytics. Lead the development of intuitive, high-impact tools for institutional investors, intermediaries, wealthmanagement firms and internal teams. Enterprise Architecture & Technical Direction Provide senior input into the firm's overall architecture across applications, integration, and cloud environments. Align engineering efforts with … solutions that translate working processes into applications that add real value. Expert in influencing and motivating individuals and teams and used to operating up and down a multi-tiered management structure Beneficial to have experience building agentic solutions using Azure Open AI services and or Anthropic Claude. Strong experience managing work requests using the Scrum framework and utilising Azure More ❯
private equity, real assets and private credit. We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team of professionals across Europe … Platform Design and deliver client-facing digital services including self-service portals, communications workflows, and embedded analytics. Lead the development of intuitive, high-impact tools for institutional investors, intermediaries, wealthmanagement firms and internal teams. Enterprise Architecture & Technical Direction Provide senior input into the firm's overall architecture across applications, integration, and cloud environments. Align engineering efforts with … solutions that translate working processes into applications that add real value. Expert in influencing and motivating individuals and teams and used to operating up and down a multi-tiered management structure Beneficial to have experience building agentic solutions using Azure Open AI services and or Anthropic Claude. Strong experience managing work requests using the Scrum framework and utilising Azure More ❯
analytical skills, meticulous attention to details • innovative, able to challenge effectively and manage conflicting stakeholder needs About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global WealthManagement, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of More ❯
apply End Date: August 15, 2025 (19 days left to apply) job requisition id R4713 Fixed Term Contract Duration - 11 Months About the Business Quilter plc is a leading wealthmanagement company dedicated to supporting brighter financial futures for every generation. As of the end of December 2024, we manage £119.4 billion in customer investments Our Affluent business … financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business. Our High Net Worth business segment includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in … Collaborate with business units to identify high-impact use cases for AI augmentation and automation. Facilitate prototyping and scaling of AI-powered workflows, leveraging internal and external expertise. Change Management Design and implement change management frameworks tailored to AI transformation, including stakeholder engagement, communications, and feedback loops, working closely with our culture, communications, EX and learning teams. Champion More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … business needs. Ensure that solutions are scalable, maintainable, and align with the company's technical architecture. Create detailed documentation, including use cases, process flows, and data models. 3. Project Management: Assist in the planning and execution of projects, ensuring they are delivered on time and within scope. Coordinate with cross-functional teams to manage project dependencies and risks. Track … years of experience as a Business Analyst, preferably in a technical environment. Proven experience in gathering and documenting business requirements an translating them into technical specifications. Experience with project management methodologies (e.g., Agile, Scrum). Mandatory experience in financial services or transfer agency. Technical Skills: Proficiency in business analysis tools and software (e.g., JIRA, Confluence, MS Visio). Strong More ❯
high-calibre Financial Services industry change leaders, including ex-MDs from top-tier firms and new talent. We are the consulting partner of choice for leading FinTechs, Banking, Asset & WealthManagement, Insurance, and Market Infrastructure clients. Responsibilities Working on a diverse range of projects in the Risk, Regulatory and Finance areas within Investment Banking, Asset and Wealth … Finance or Regulatory reporting roles. Proven ability using complex analytical, interpretive and problem-solving skills and techniques, to synthesize and present complex information to stakeholders of various levels. Stakeholder management across multiple geographies and functions and demonstrated ability to build a strong collaborative working relationships. Extensive experience and a solid understanding of process mapping and system tools to create More ❯
Our client, a major UK retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, WealthManagement, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a Senior Data Analyst (Python - Snowflake) for a 6 months contract based … London (Hybrid - 2 times per week in the office) Purpose of the role: We are looking for an experienced Senior Data Analyst to join our Client's Balance Sheet Management team. This role is critical in delivering enhanced, granular insights into customer behavior through enriched, application-level data. You will extract and transform data into actionable insights that support … working in big data environments and on application-level datasets. Solid understanding of CI/CD processes, version control (eg, Git), and deployment pipelines. Experience with interest rate risk management and understanding of treasury/ALM functions. Next steps This client will only accept workers operating via an Umbrella or PAYE engagement model. If you are interested in applying More ❯
provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … in production environments. This role ensures the stability, reliability, and performance of business-critical systems by providing timely support, collaborating with engineering and product teams, and following established defect management processes. This position has a strong focus on transfer agency (TA) operations , requiring a candidate with extensive experience and understanding of TA workflows, regulatory obligations, and client servicing impacts. … stakeholders regarding incident status, resolution plans, and post-incident reviews. Participate in post-maintenance communication, summarizing activities performed and issues resolved. Contribute to continuous improvement of support and defect management processes. Requirements Proven experience in production support, application support, or a similar technical support role. Strong analytical and problem-solving skills. Deep knowledge of transfer agency operations , including: Investor More ❯
My client within the wealthmanagement space I currently looking to bring in a Security Vulnerability Management Analyst on 6 month rolling contract. Please see below. Requirements: Strong understanding of vulnerability management processes, procedures and principles Exposure to application security best practices such as secure coding, security testing techniques Expert knowledge of Security Policies and Standards More ❯
My client within the wealthmanagement space I currently looking to bring in a Security Vulnerability Management Analyst on 6 month rolling contract. Please see below. Requirements: Strong understanding of vulnerability management processes, procedures and principles Exposure to application security best practices such as secure coding, security testing techniques Expert knowledge of Security Policies and Standards More ❯
My client within the wealthmanagement space I currently looking to bring in a Security Vulnerability Management Analyst on 6 month rolling contract. Please see below. Requirements: Strong understanding of vulnerability management processes, procedures and principles Exposure to application security best practices such as secure coding, security testing techniques Expert knowledge of Security Policies and Standards More ❯
value from our technology and achieve their business objectives. This role is high-impact and commercially accountable. You will represent Dynamic Planner to major clients in the financial planning, wealthmanagement, and asset management sectors, serving as a trusted advisor, growth partner, and strategic operator. Join us and become part of a warm, supportive, and innovative team More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of global asset management industry. More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … workshops. Market & Regulatory Awareness: Stay informed about regulatory changes and trends in the transfer agency space, ensuring that the product aligns with current and future industry requirements. Client Relationship Management: Foster strong relationships with clients, understanding their evolving needs and acting as the voice of the customer within the product team. Required Skills and Qualifications: In-depth knowledge of … space. Knowledge of European regulatory environments related to transfer agency services is a plus. Preferred Skills: Familiarity with agile methodologies and tools (e.g., Jira, Confluence). Experience with product management tools and frameworks. A background in client relationship management or consultancy, particularly in financial technology solutions. Enhanced leave - 38 days inclusive of 8 UK Public Holidays Private Health More ❯
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 … 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 investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but … you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are More ❯
Nutmeg is a J.P. Morgan company within the International Consumer Bank - Chase division, offering award-winning investments, products, and digital wealthmanagement services to over 250,000 investors in the UK. We built the business from scratch, with constant innovation as a core part of our ethos. Our goal is to provide clients with the best digital investing More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … manual overhead. Ensure project financials are aligned with broader commercial goals and liaise with Finance to maintain transparency. Serve as the primary point of contact for client-side project management, handling escalations and maintaining strong client relationships. Partner with teams across engineering, infrastructure, product, production support, legal, compliance, and executive leadership to drive successful delivery. Constructively challenge and refine … streamline project workflows, optimise planning, and automate delivery tasks-enhancing team productivity and focus. Detail-oriented with strong analytical capability. Skilled with Jira, Confluence, MS Project (or other project management tools). Clear communicator with influence across technical and non-technical stakeholders. Adaptive, proactive, and grounded in high-integrity problem solving. Bonus Qualifications Understanding of European regulations (e.g. MiFID More ❯
UBS Stock Pitch Competition - Q&A session (virtual) Are you a 2027 graduate? Interested in kickstarting your career in asset management? Want to grow your understanding of today's complex investment landscape? Our stock pitch competition is back and we want you to be a part of it! You'll get to drive decisions and gain the right exposure … by connecting with experts in our Asset Management team. What to expect? Your challenge will be to identify and pitch a stock investment that'll be more valuable in the future than it is today, based on your understanding of current and future trends in technology, business and consumer preferences. How? Showcase your thinking by highlighting your predictions on … future business performance, sustainability and your estimate of fair value for your investment. If you're interested in pursuing a career in asset management, simply taking part could help you kickstart your career. Plus, we've also got prizes up for grabs! 1st place: GBP 2,500 2nd place: GBP 1,000 3rd place: GBP 500 and serious bragging More ❯
client-centric, full-service technology provider. Responsibilities Develop and implement effective client acquisition strategies, targeting decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading, WealthManagement & Brokerage). Proactively identify and engage potential clients utilizing various sales methods including cold calling, email, trade shows, and More ❯
provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset managementMore ❯
offering this role. GIDS delivers global omni-channel investor servicing, including contact centres, using digital services. About The Role SS&C plays a critical role in the asset and wealthmanagement industry, providing an opportunity to shape digital solutions for institutional investors, asset managers, and advisors. We're looking for a Senior Product Manager, Mobile to take ownership … user experience through continuous improvements. Ensure the mobile app meets compliance, security, and accessibility standards, collaborating with legal and risk teams where necessary. Your Experience 5+ years of product management experience, with at least 3 years focused on mobile apps in B2B, B2B2C, or enterprise software. Proven experience in delivering mobile applications in regulated industries such as financial services … cross-platform frameworks (e.g., React Native, Flutter). Experience working with API-driven platforms, authentication flows, and mobile security best practices. Product & Technical Skills Deep knowledge of mobile product management best practices, including user experience, feature development, and app store optimisation. Experience working with analytics tools, A/B testing, and performance tracking to drive mobile product decisions. Ability More ❯
best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Retail : Empower individual investors - and yourself - in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs … to precious metals, master an exciting world of wealthmanagement tools. Commercial : With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more. Payments : A Swift … transparent pricing across 180+ countries and 140+ currencies. Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies. Position purpose: The Risk Valuation Group is responsible for understanding More ❯