AI Strategy Consultant – InvestmentManagement 6-Month Contract | Outside IR35 We are seeking an experienced and visionary AI Strategy Consultant to join a leading investmentmanagement firm on a 6-month engagement. This is not a hands-on technical role, but a high-impact strategic advisory … position focused on shaping and guiding the firm’s use of AI to enhance investment insight, operational efficiency, and long-term innovation. Acting as a trusted partner to the investment leadership team, you will identify AI opportunities that align with business goals, translate market and technology trends into … with a proven ability to guide senior stakeholders on how to unlock value from emerging technologies. Key Responsibilities Serve as a strategic advisor to investment teams, identifying AI use cases with real business impact. Evaluate current capabilities, propose AI roadmaps, and shape the firm's long-term AI adoption More ❯
SEI is a leading global provider of investment processing, fund processing and investmentmanagement business outsourcing solutions for corporations, financial institutions, financial advisers and family offices. As a central part of the UK Legal entity, the Risk Management team is responsible for the independent identification, assessment … management and mitigation of business risk across the legal entity. As such the team needs to understand the relationships and dynamics between each business area and provide a robust, value-added programme. The Deputy Head of Risk will support the Chief Risk Officer in the ownership and execution of … the risk management framework and associated policies, procedures, tools and techniques for the business to assess and manage their risk for the UK regulated entity with a focus on Asset Management. The role holder will provide independent oversight and challenge of the business risk profile for the UK regulated More ❯
Programmer Developer Python Fixed Income JavaScript TypeScript React Fixed Income Credit Rates Bonds ABS Vue Angular Agile AWS GCP Azure Buy Side Asset Manager InvestmentManagement Full Stack Full-Stack Fullstack Risk Finance Front Office Trading Financial Services) required by our asset management client in London. You … GCP Knowledge of financial markets/trading (equities, Fixed Income, FX or commodities) TDD Agile The following is DESIRABLE, not essential: Buy-side - asset management/investmentmanagement/hedge funds React Ag-Grid Role: Full Stack Developer (Software Engineer Programmer Developer Python Fixed Income JavaScript TypeScript … React Fixed Income Credit Rates Bonds ABS Vue Angular Agile AWS GCP Azure Buy Side Asset Manager InvestmentManagement Full Stack Full-Stack Fullstack Risk Finance Front Office Trading Financial Services) required by our asset management client in London. You will join a team of 4 that More ❯
Job Description We seek to recruit new talent to join our Asset Management and Digital Asset Management teams in Wales and the South West. As a leading infrastructure consultancy, we strive to incorporate innovation and best practices into every aspect of the asset management life cycle. The … 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 … 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 More ❯
to achieve their goals through internal job mobility. Programme Overview The Associates Programme is a two-year rotational leadership development scheme in our Institutional Investment business. It is designed to create future leaders in marketing, investment strategy, client management, and solutions. At the end of the programme … the other, a more seasoned manager. You'll be able to reach out to them for support and guidance along the way. Thoughtful career management: You'll meet regularly with Workforce Development to discuss your individual growth and development goals. You'll also have formal performance reviews with your … industry University or community involvement such as charitable groups, travel abroad, participation in various clubs, organisations, or athletic groups, etc. A passion for the InvestmentManagement industry What we would like from you: Creative thinking and a mindset that anything is possible Entrepreneurial spirit with perseverance in the More ❯
Level (for internal use): 12 Principal Product Manager - thinkFolio The Organization: Enterprise Solutions provides clients with industry leading software and services, covering enterprise data management, investmentmanagement, loans software and services and private markets solutions. The team is composed of a diverse set of enterprise software, SaaS … data, and service offerings. The Product: thinkFolio , originated from IHS Markit, is a leading multi-asset investmentmanagement platform that delivers sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance. Asset managers and asset owners leverage thinkFolio as a trusted, reliable, and … centralized platform to scale their global investment operations. thinkFolio's flexible, modular design allows it to be implemented as a single, integrated front-office solution or deployed for specific business units or asset classes. The platform is delivered as a managed service, supporting investment firms that want to More ❯
WHO WE ARE The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investmentmanagement services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New … York and maintains offices in London, Frankfurt, Tokyo, Bengaluru, Hong Kong and other major financial centres around the world. Asset Management Division Asset Management Division (AMD) provides investmentmanagement services and offers investment products across all major asset classes to a diverse set of institutional … and individual clients. AMD also offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families. Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the 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 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River was acquired by State Street in October 2018. Background A client-facing, business and technical staff position responsible for … 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: Primary Client Contact Regarding Issues: The representative serves as the main point of contact for clients regarding More ❯
Asset & Wealth Management - Birmingham - Associate - Software Engineering Location: Birmingham, West Midlands, England, United Kingdom Asset & Wealth Management Division: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth Management (PWM) business within the … Asset & Wealth Management division provides comprehensive InvestmentManagement services and advice across a full range of asset classes for very high net worth individuals. PWM leverages a global technology platform offering an integrated suite of tools and applications to service clients. HOW YOU WILL FULFILL YOUR POTENTIAL … In Wealth Management, we help our clients pursue their wealth management goals through careful advice and astute investment management. Wealth Management Engineering plays a pivotal role in building the tools and applications our business needs to effectively manage and support our client's diverse requirements. We More ❯
the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales … you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investmentmanagement software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created … What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception, including research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting More ❯
We are looking for a DC Client Manager who will hold a key relationship role & be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver new and existing clients with … that key third party supplier relationships are effectively managed. SEI's Institutional Group is one of the first and largest global providers of outsourced investmentmanagement services. We deliver integrated retirement, healthcare and nonprofit solutions to more than 520 clients in 12 countries and in the UK our … core propositions are Fiduciary Management and Defined Contribution Master Trust. What you will do: Support on all aspects of SEI service delivery to DC clients and act as a day to day contact and client advocate within SEI. Responsibilities: You will support all aspects of SEI service delivery to More ❯
place to work, and we offer flexibility of office/homeworking due to our hybrid model. About the role In your role as Data Management Lead you will make a meaningful and valued contribution from the outset. This role will provide a great opportunity to establish and execute the … the data governance, data architecture and data quality activities. This role plays a critical part in ensuring that new ways of working in data management are effective, efficiently undertaken and build long term capabilities. What you will be doing As a trusted part of the Operations you will be … responsible for: The successful candidate will lead the establishment and execution of new data management practices, providing support to the USSIM Head of Data Oversight and the broader Data Oversight function. Support the USSIM Head of Data Oversight in the development and implementation of data management business processes. More ❯
Basildon, Essex, South East, United Kingdom Hybrid / WFH Options
Deerfoot Recruitment Solutions
likely rolling up to 12 months (Outside IR35) £Market Rates (Negotiable) Deerfoot Recruitment is seeking an experienced Transaction Reporting Specialist to join a leading investmentmanagement firm on a 3-month contract, with a strong likelihood of extension up to 12 months. This is a full-time, onsite … re Looking For Strong expertise in FCA MiFID II transaction reporting. Hands-on experience with ARMs and FCA Market Data Processor portal. Background in investmentmanagement, asset management, or securities trading. Proficiency in data analysis, reconciliations, and exception management. Excellent problem-solving skills and ability to work … deadlines. This is an excellent opportunity for a skilled Transaction Reporting Specialist to play a key role in regulatory compliance within a fast-paced investmentmanagement environment. Please apply for more details! Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every More ❯
OpenDoor I Trading & Investment Manager PURPOSE The purpose of this document is to help prospective team members better understand the role and responsibilities with the position of Trading & Investment Manager at OpenDoor , WPP's bespoke global operating model for Amazon. ABOUT WPP & OPENDOOR At WPP, we're constantly … media, business, and creativity. ABOUT THE ROLE We are searching for a talented and enthusiastic individual to join our OpenDoor team as a Trading & Investment Manager . This is a Full-time position based in London . This role plays a crucial part in supporting WPP's mission to … and best in class service for Amazon in every country across its diverse businesses, including XCM, Prime Video, and RMI. RESPONSIBILITIES As a Trading & Investment Manager , you will have a direct responsibility in the control and management of investment across the agency to ensure client, deal, and More ❯
Our client is a top tier investmentmanagement house based in London. Due to continued company growth and success, they are now looking to recruit a Client Transitions Analyst to join their high-performing team on a permanent basis. The Client Transitions Analyst will take responsibility for the … account record set-ups; updating process and control checklists. Liaison and co-ordination with Transition Managers where relevant. Coordinating the reconciliation of external transition management trade execution files for new or existing accounts. Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator, and Trading in the … development and implementation of client transition strategies. Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis. Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks. Maintaining awareness of industry, custodian bank More ❯
Who we are looking for The ideal candidate will have a predominantly technical background implementing major fund management and/or banking software applications, preferably within a front office environment. They will also have a good understanding of the fund management and/or front-office terminology and … be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investmentmanagement software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created … What you will be responsible for As Senior Consultant you will: Assist, from a technical standpoint, in the implementation of a sophisticated trade order management and compliance monitoring systems to the fund management industry Provide technical consultancy services for clients and their CRD Account Managers including; install, configure More ❯
Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Call Center Representative OFFICE LOCATION(S): London JOB FUNCTION: Digital Operations - Specialist DIVISION: Asset & Wealth Management Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor … led wealth management businesses provide financial planning, investmentmanagement, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business … 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 investmentmanagement firm. Headquartered in New York, we maintain offices around the world. Goldman Sachs is an equal employment More ❯
LONDON, LONDON, United Kingdom Job Information Job Identification Business Unit Asset & Wealth Management Posting Date 03/18/2025, 02:32 PM Locations LONDON, LONDON, United Kingdom Job Schedule Full time Job Shift Day Job Description J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra-high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $5.0 trillion and assets under management of $3.6 trillion, we are one of … the largest asset and wealth managers in the world. (Assets as of March 31st, 2024.) Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on More ❯
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 More ❯
Job Description 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 … 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 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 … accelerators and standards and promoting adherence to these standards within internal and external programmes and projects. Qualifications: Strong consulting experience, preferably in the wealth management, pensions and/or insurance domains. Good understanding of vendor management best practices and the ability to endure complex vendor landscapes. Experience in … delivery teams to successful project outcomes by managing and monitoring progress, mitigating risks, communicating effectively with stakeholders, and adapting to changing circumstances. Strong stakeholder management skills, including the ability to communicate complex information clearly and build relationships with clients. Ensure delivery standards are followed and deviations from any defined More ❯
Street company, is growing and we are seeking a Relationship Manager to join the team in our London location. The award-winning Charles River InvestmentManagement System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution … for investment managers across the Institutional investment, Wealth Management and Hedge Fund industries. We are looking for dynamic, engaging and experienced Relationship Managers to help drive our continued growth. Job Description Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional … the client's leadership team to ensure strategic alignment and strong, long-term partnerships. You will work closely with your peers in the Client Management team to ensure effective engagement with these relationships across your accounts. As a Relationship Manager, you must demonstrate your ability to manage relationships through More ❯
problems and brings efficiency and innovation to the changing global landscape through unique offerings including interest rate hedging, capital advisory, defeasance and prepayment, debt management, accounting services, and valuation. Within Chatham's InvestmentManagement practice, team members are responsible for collaborating in understanding our current clients and … Your Impact: As a Data Consultant specializing in institutional real estate clients, you will play a pivotal role in solving complex loan reporting, data management, and portfolio analytics challenges. You will work alongside leading real asset investors using our proprietary technology platform, ChathamDirect, to address these challenges. Your primary … expenditure reports and balance sheets. In addition to your work with real estate source documents, you will also maintain a working knowledge of database management tools and techniques. You will use your expertise to ensure that data is complete, accurate, and timely, with a focus on enabling clients to 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 … throughout the migration process, such as reconciliations, cleansing, and profiling. Connect to your skills and professional experience Strong consulting experience, preferably in the wealth management or pensions domains Experience in working with multiple vendor and delivering results in a multi-vendor environment Experience in diverse delivery programmes and projects … specifically with complex migration phases Strong understanding of vendor management best practices and the ability to navigate complex vendor landscapes Been a key part of wealth platform transformation and migration projects and demonstrated ability to support in a team of technology and business advisors through all phases of the More ❯
inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's Private Banking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing, building and … opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current relationships and enjoy developing new ones, prospecting … for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: A proven track record in a new Business Development role involving developing and managing executive level relationships within More ❯