Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology. Job purpose Develop and maintain complex data systems that support the Bank's operations and reporting needs, ensuring they meet all essential data requirements, following strong More ❯
Business Analyst Role - Hybrid/Moorgate - 6 month Contract - Investmentmanagement Role - Business Analyst Duration - 6 months Location - Remote/Moorgate - 50% of the time in the office Rate - £450 per day (Inside IR35) Experience - Facilitation of process workshops to engage SME's to elicit and capture process information, and playback of documented process flows Evidence of a … drivers for process improvement, and use standard techniques such as Lean, SixSigma to redesign the process Use of process metrics to drive process improvement and reduce risk Experience of investment and/or asset management operations Sound understanding of IT software and infrastructure Ability to work independently and with others Extremely organised with strong time-management skills More ❯
Meraki Talent are working with a leading global InvestmentManagement business to identify a Data Risk Analyst/Senior Analyst. Reporting into the Global Head your role will have broad exposure across the business and the team operate a flat structure. As a Data Risk Analyst/Senior Analyst, you will support the data risk and governance team … in managing all aspects of data risks and governance. Your primary focus will be on establishing and strengthening the data risk framework to enable Asset Management to mature, demonstrate data capabilities, and mitigate data risks effectively. Key Responsibilities: Implement a comprehensive data management framework covering data ownership, data sources, data quality, data usage, and records management. Actively identify More ❯
Meraki Talent are working with a leading global InvestmentManagement business to identify a Data Risk Analyst/Senior Analyst. Reporting into the Global Head your role will have broad exposure across the business and the team operate a flat structure. As a Data Risk Analyst/Senior Analyst, you will support the data risk and governance team … in managing all aspects of data risks and governance. Your primary focus will be on establishing and strengthening the data risk framework to enable Asset Management to mature, demonstrate data capabilities, and mitigate data risks effectively. Key Responsibilities: Implement a comprehensive data management framework covering data ownership, data sources, data quality, data usage, and records management. Actively identify More ❯
The Client Our client is a highly successful InvestmentManagement firm. The Role The Quality Assurance Analyst will sit within the Risk & Control Team and will help ensure that positive client outcomes are being achieved, and that investment portfolios are being correctly managed in line with Compliance regulatory standards and internal policies. The Quality Assurance Analyst will … ongoing competence and to demonstrate that the right client outcomes are being achieved. Reviewing Client Files - knowledge of KYC and Client Onboarding. Support the resolution of any breaches of InvestmentManagement client mandates and support production of periodic reports to Boards and Committees as required. The Quality Assurance Analyst will act as a key contact for first line … Investment Suitability matters and will share best practice with teams within the Front Office and the wider business, including Risk & Compliance. The Quality Assurance Analyst will support the delivery of key Front Office Risk & Control initiatives. The Quality Assurance Analyst will coordinate and provide Suitability related training for the Wealth Management company. The Candidate 2-3 years experience More ❯
a fantastic opportunity has arisen for a Treasury Director to join a leading City based Trading House. You will be responsible for all treasury operations, encompassing cash and collateral management, risk management and fostering relationships with clearing members, investment partners, custodians, and banks. This role involves strategic investment and collateral management, and robust financial risk … oversight (market, credit, liquidity). The Director drives departmental strategy, stakeholder engagement (board, management, regulators), reporting, data management, and operational risk mitigation. Key Responsibilities of the Treasury Director to include: Oversee daily treasury functions, ensuring accuracy in payments, collateral movements, investments, and reconciliations. Provide operational guidance and support. Building out of the Repo Business and management of … settlement processes Lead strategic treasury initiatives as directed by senior management and the board. Manage technology projects related to treasury operations. Cultivate strong relationships with service providers, counterparties, and stakeholders. Maintain relationships with financial institutions. Manage and test the default management and business continuity plans. Required Skills and Experience of the successful Treasury Director: Extensive experience in settlements More ❯
Opportunity Overview Corporate Title: Associate Location: Birmingham Division: Asset & Wealth Management Job Function: Project Management Wealth Management Engineering is seeking a hybrid Technical Project/Product Manager & Business Analyst to manage critical growth initiatives and regulatory obligations. The role involves leveraging project management skills and functional/architectural expertise to support technology needs across divisions. This … position offers an opportunity to manage key initiatives requiring engineering uplift to meet new business opportunities and regulatory demands. Roles and Responsibilities Collaborate with Divisional and Engineering Management, Operations, Legal, and Compliance to define and document requirements. Work with Engineering leadership and teams to agree on solution design, resourcing, and deliverables. Support engineering teams throughout the development lifecycle, ensuring … advance projects. Experience as a Technical Project Manager/Business Analyst in Financial Services or relevant experience. Understanding of Technology Concepts and SDLC fundamentals. Knowledge of project governance and management tools. Experience in improving business processes via technology. Proven ability to lead complex programs under tight deadlines. Excellent communication skills and ability to escalate issues effectively. Self-motivated and More ❯
you're excited by the opportunity to blend strategic oversight with hands-on delivery – this is your chance to make a lasting impact in a company committed to active investment management. 🔍 The Role As the Data Lead, you’ll lead our research analytics function – managing a team, overseeing data integrity, and building the tools that enhance our investment … tools and enhance our modelling capabilities using Python, R, SQL, NLP, and machine learning. Collaborate across data, infrastructure, and engineering teams to build scalable solutions. Guide the development of management reporting, investment KPIs, and external disclosures. Mentor a team of analysts, championing a culture of collaboration and continuous improvement. ✅ What You’ll Bring Proven experience in data analytics More ❯
Overview: The body of work that focuses on End to End Client Implementation of Trade Life Cycle Management for Front and Middle Office implementations. This role brings together the best practices of implementations through the usage of standard practices and established artifacts and partnering with the Operational Governance framework. What you will be responsible for: Clearly understanding the operating …/JIRA. Defining and driving the maintenance of the client specific project plan based on the standard generic project plan artifact. Defining requirements to partnering teams within Alpha Transaction Management such as TIER and CDIS for Products and Workflows, which would result on those partnering teams to execute their components of implementation tasks Being the central point of contact … achievements timely on health check slides. What we value These skills will help you succeed in this role A strong working knowledge of Listed and Unlisted products and Transaction Management middle office services Strong communication, analytical, and problem solving skills Ability to work on multiple projects concurrently and prioritize work accordingly A proven history of understanding and analyzing complex More ❯
Overview: The body of work that focuses on End to End Client Implementation of Trade Life Cycle Management for Front and Middle Office implementations. This role brings together the best practices of implementations through the usage of standard practices and established artifacts and partnering with the Operational Governance framework. What you will be responsible for: Clearly understanding the operating …/JIRA. Defining and driving the maintenance of the client specific project plan based on the standard generic project plan artifact. Defining requirements to partnering teams within Alpha Transaction Management such as TIER and CDIS for Products and Workflows, which would result on those partnering teams to execute their components of implementation tasks Being the central point of contact … achievements timely on health check slides. What we value These skills will help you succeed in this role A strong working knowledge of Listed and Unlisted products and Transaction Management middle office services Strong communication, analytical, and problem solving skills Ability to work on multiple projects concurrently and prioritize work accordingly A proven history of understanding and analyzing complex More ❯
We seek to recruit new talentto join our Asset Management and Digital Asset Management teams in South of England.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 today and be part of our exciting journey! We love More ❯
An established boutique investmentmanagement firm are looking to hire a new Head of Operations. The company has a multi-asset investment approach and has grown through both organic expansion and strategic acquisitions. Recent developments include the launch of a financial planning division catering to high-net-worth clients and the acquisition of a mass-affluent financial … planning business. The firm employs a range of operational platforms to manage both investment and financial planning services, including third-party and proprietary systems. A strategic priority for this role is to assess and optimise system infrastructure to streamline and unify data across functions for enhanced business intelligence and marketing insight. KEY PURPOSE OF THE ROLE: To lead the … Operations Team and oversee back-office functions across the firm, reporting directly to the Managing Partner. RESPONSIBILITIES: Operational Oversight & Team Management: Oversee all back-office operations and directly manage team members responsible for trading, reconciliations, reporting, and client data. Ensure the accuracy and timeliness of daily reconciliations, transaction and regulatory reporting, tax and quarterly reporting. Develop and maintain control More ❯
An established boutique investmentmanagement firm are looking to hire a new Head of Operations. The company has a multi-asset investment approach and has grown through both organic expansion and strategic acquisitions. Recent developments include the launch of a financial planning division catering to high-net-worth clients and the acquisition of a mass-affluent financial … planning business. The firm employs a range of operational platforms to manage both investment and financial planning services, including third-party and proprietary systems. A strategic priority for this role is to assess and optimise system infrastructure to streamline and unify data across functions for enhanced business intelligence and marketing insight. KEY PURPOSE OF THE ROLE: To lead the … Operations Team and oversee back-office functions across the firm, reporting directly to the Managing Partner. RESPONSIBILITIES: Operational Oversight & Team Management: Oversee all back-office operations and directly manage team members responsible for trading, reconciliations, reporting, and client data. Ensure the accuracy and timeliness of daily reconciliations, transaction and regulatory reporting, tax and quarterly reporting. Develop and maintain control More ❯
Business Development Manager - South East - Tax Efficient Investments Business Development Manager - South West - Tax Efficient Investments We are seeking a Business Development Manager to join a growing InvestmentManagement business. The role offers a competitive salary ranging from £50,000 to £70,000, with uncapped commission, based in South/South West or London with hybrid working arrangements. … The company is expanding into new regions in Southern England and requires a specialist Business Development Manager to lead this effort. Responsibilities include external sales to promote investment products across financial advisories and building extensive relationships throughout the South West. Key Requirements: 3-5 years of commercial experience in sales or as a Business Development Manager. Excellent client relationship … management skills. Experience selling to financial advisors. Experience selling investment products, ideally Tax Efficient Investments. This is a great opportunity to contribute to an award-winning investmentmanagement business expanding into new regions. If you meet the above criteria and are interested in learning more, please apply. About Kite Human Capital We are committed to working 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 … countries across institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. The company was acquired by State Street in October 2018. Background This is a client-facing role involving both business and technical responsibilities, managing production Charles River IMS systems for multiple clients as part of the Charles River SaaS offerings, including application management … . Provide deep expertise in CRIMS, domain, and infrastructure, coupled with advanced diagnostic and troubleshooting skills to analyze and resolve software issues. Collaborate closely with engineering, QA, and product management teams; identify and test workarounds for software deficiencies. Engage actively with observability initiatives, particularly using Dynatrace. Handle sensitive issues affecting customer perceptions effectively. Research questions and issues using available More ❯
Our Client Our Client, a well-established, technology driven investment manager with a global footprint, is looking for a talented lawyer to join the in-house counsel team as the firm goes from strength to strength. Based in their London offices, this role will be predominantly regulatory focused but have an evolving mandate that will offer a much broader … professional development ark than usual. Your Profile Strong academic track record C. 3-7 years' PQE - in-house or private practice investmentmanagement advisory team Strong regulatory advisory knowledge In-house secondment or experience What Would Be Useful Knowledge of European regulated funds and/or US fund and securities regulation. Programming skills - desirable For more information about … our carefully curated relationships, networks and market knowledge to find the best fit for the clients in hand. We work with a wide range of clients, spanning from advisors, management consultants, corporate and commercial banks, brokers, exchanges MTFs and financial tech, through to global investment managers, hedge funds, private equity firms and investment banks. We began as More ❯
at a leading private markets firm. This role will lead a high-performing team in designing and scaling data platforms, with a strong emphasis on Azure Databricks , to enhance investment decision-making and operational efficiency. The Role As Head of Data Engineering , you will be responsible for shaping and executing the firm’s data strategy, working closely with stakeholders … across technology, investment, and transformation teams. Your expertise in data architecture, cloud platforms, and engineering best practices will be instrumental in building scalable, high-performance data solutions that power analytics and business intelligence. Key Responsibilities Lead and develop the data engineering team, fostering a culture of technical excellence and innovation. Architect and build scalable data pipelines, integrating structured and … unstructured data sources to support investment research and reporting. Drive the firm’s cloud-based data strategy, optimizing data storage, processing, and compute efficiency using Azure Synapse, Databricks, and Spark. Collaborate with investment and technology teams to develop analytical capabilities, enabling advanced insights and automation. Monitor emerging data engineering trends, tools, and best practices to keep the firm More ❯
Sales Manager - ETF & Index Solutions (UK & Ireland) Job details Location London Date Posted Category Job Type Job ID Competitive Description Our client is a top-tier global investmentmanagement firm with a well-established presence in the ETF and index investment space. Due to continued growth, they are now looking to recruit a Sales Manager - ETF & Index … line with KPIs and commercial targets • Collaborate with the international ETF Specialist Sales team and the wider UK sales desk to ensure consistent and strategic client coverage • Advise senior management on market trends and contribute to product marketing and client communications strategies The Sales Manager will meet the following skillset: • Strong ETF and/or index product knowledge, ideally … within asset management or a financial institution • Solid experience in sales and relationship management within the UK wholesale or institutional market • Proven ability to manage client pipelines, develop commercial strategies, and negotiate at a senior level • Excellent stakeholder engagement, presentation, and influencing skills • Confident using Salesforce, LinkedIn and MS Office tools to drive commercial outcomes • Fluency in English More ❯
Asset Owners investing across indirect and direct assets. You will collaborate with product, engineering, and delivery teams to provide the best experience and value to clients within private markets investmentmanagement through the Charles River for Private Markets platform. The ideal candidate will have prior experience working with Asset Owners, allocators, and/or limited partners investment operations or investmentmanagement teams. They should possess excellent business acumen, be passionate about data-driven decision making, and product advocacy. Strong communication skills to facilitate executive-level discussions, decision justification, and roadmaps are essential. At Charles River for Private Markets, candidates will work alongside talented engineers and product managers in an open, supportive, inclusive environment where … innovate in technology and products to impact the financial services industry. For over two centuries, we have helped clients safeguard and steward investments for millions of people. We provide investment servicing, data & analytics, investment research & trading, and investmentmanagement to institutional clients. Responsibilities Analyze, enhance, and deliver platform or service improvements for Asset Owners. Collaborate with More ❯
teams and distribution to ensure that ESG considerations are fully embedded into client outcomes. We're looking for a detail-oriented problem solver to join our Global Equity portfolio management team. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able … equity strategies. Maintain an up-to-date knowledge of the sustainability characteristics of the desk's strategies. Gathering ESG data at a stock and fund level to support portfolio management and client reporting. Share best practise with other equity desks. To be successful in this role you will have Bachelor's degree or equivalent work experience Prior experience of … sustainability analysis in financial markets. Strong interpersonal skills with the ability to interface with multiple teams at multiple levels. Interest in learning more about financial markets, the asset management business and leadership competencies. Technological aptitude with Microsoft Office, readiness to embrace AI to drive greater insights, and an ability to quickly learn specialized investment systems. Attention to detail More ❯
digital product strategy for the Fund Ecosystem (Middle Office)? Do you lead with an emphasis on agility, user-centric design, and continuous improvement, which are essential in the asset management industry? Are you interested in joining a team of digital product managers to shape the strategic vision and roadmap for digital products supporting Middle Office Operations and new technology … enabling new capabilities and ways of working. As the Middle Office Product Manager of the VBOR HUB, you will be responsible for developing a centralized data hub with data management and distribution capabilities that support InvestmentManagement decision-making and insights, as well as Middle Office operations. This role is part of our long-term strategy to … modernize technology and optimize operations globally. You will collaborate with Middle Office Senior Leadership, internal and external stakeholders, and peers within the InvestmentManagement Group to ensure seamless execution of this strategy. Responsibilities Lead technical product management activities for multiple products with cross-divisional impact, driving design and continuous improvement. Collaborate with cross-functional teams to create 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 … countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River were acquired by State Street in October 2018. Background A client-facing, business and technical staff position responsible for all aspects of 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: This role will involve working closely with Clients, providing expert level remote management, administration and support for Client production Charles River IMS solutions, including: Primary Client Contact Regarding Issues: The representative serves as the main point of contact for clients regarding any issues that 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 advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities … trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. 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 … Location: London (Hybrid) Contract: Permanent The purpose of this role is to help the Proposition team in Quilter Cheviot to establish, maintain, and improve a competitive Financial Planning and InvestmentManagement proposition, supporting the InvestmentManagement Proposition Manager, Financial Planning Proposition Manager and Head of Advice Standards in the team. This will include a wide range More ❯
About Us 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 Special Project Analyst - your role is to support our Re7 Labs business by researching, validating, and executing new business strategies at the convergence of Fintech and Web3. Responsibilities Construct industry research and mapping exercises to … VC, M&A, strategy consulting, Fintechs, etc.) Experience building lasting relationships with a range of different types and size of DeFi/Crypto client base Excellent communication, organisational, time management and planning skills Strong work ethic and results focused, taking ownership & accountability for consistent results University graduate Self-starter with the ability to work independently and the commitment to More ❯
managing platform level testing across a portfolio of large, complex, client facing transformation programs. The Alpha Services Global Testing Practice is focused on the strategy, planning, execution, and overall management, of end-to-end platform testing during Alpha implementations in support of our clients, internal business units, and industry partners. These transformation programs are often multi-year and consist … Representing State Street Alpha and presenting to clients on the testing journey, testing standards, and managing overall expectations at the onset and during the implementation Financial planning and resource management for in region projects including estimation, budget to actual, and change management Strategic thought leadership and active engagement in end to end implementation delivery model Sponsorship, adoption and … test plans) Providing regular status updates to senior and executive leaders What we value The successful candidate will have excellent verbal, written and presentation skills, and understand global portfolio management and financial servicing. This position will engage with the highest levels of executive management within State Street, our clients and partner organizations. These skills will help you succeed More ❯