201 to 208 of 208 Investment Management Jobs

THE COMPANY An established and highly reputable Wealth Management firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTH MANAGEMENT business. The Sales Trainer will work alongside the WEALTH MANAGEMENT firms sales leadership to identify areas of improvement and build on strategies to … better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching and support more »

undertaken a large integration project. Therefore, we are searching for an experienced Data Analyst who has worked within the financial services sector, ideally within investment management, wealth management and asset management. The Data Analyst’s primary responsibility will be to facilitate the seamless integration of data from … Knowledge of, or has worked within, an ISO 27001 accredited organisation and awareness of information security requirements. Knowledge of data governance principles, data quality management, and regulatory compliance requirements (e.g. GDPR, SOX) is desirable. Data Analyst Due to the volume of applications received for positions, it will not be more »

C# Developer Hybrid London - £55,000 A global investment management firm committed to delivering better outcomes for its clients is looking for a technical C# Developer to join their Development team. With a diverse network of perspectives, they design innovative solutions tailored to meet investors unique needs. This more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing more »

Are you an experienced Senior Desktop Support professional looking for an exciting opportunity in London? Our client, a global investment management firm, is seeking a dynamic individual to join their team on a 6-month contract. With a commitment to delivering exceptional client service and fostering a healthy … world, our client takes an active and engaged investment approach. As part of their team, you will have the chance to contribute to their global support network and play a lead role in handling escalations and VIP queries. Responsibilities: Be part of a premier support function, providing excellent client … information risk is managed effectively, escalating observed situations as necessary. Collaborate closely with the Production Support Manager to deliver Workplace Support Services. Provide task management for the team, ensuring appropriate resourcing to meet objectives. Conduct regular systems health checks and report on findings. Provide out-of-hours and weekend more »

CASS rule book. + Maintain Signavio for CASS covering up to date risk assessments and process maps + Coordinate the CASS audit + Provide management Information to CASS stakeholders (eg. CF10a, CASS Control and Compliance functions, CASS Committee) + Contribute to the delivery of timely and accurate reporting to … CASS Requirements: Strong background within Operations and knowledge of the CASS sourcebook, in particular CASS rules 6, 7 & 8 An industry background, ideally from Investment Management, Audit or Banking Direct CASS project experience, able to deliver on operational CASS changes Self Starter autonomous and problem solver with experience more »

and fulfilling work environment for our team. With offices in London, Whiteley, and Farnham, we're committed to excellence in financial planning and discretionary investment management. Role and Responsibilities: As a Paraplanner you'll play a key role in providing high-level technical support, including the production of cash more »

The Client A highly regarded boutique Investment Management Company The Role The Investment Operations Support Analyst is part of a new team responsible for controlling the Investment Management firms off platform, asset management activity as well as providing ongoing reconciliations between the firms books …/records and third parties. The Investment Operations Support Analyst will assist on a wider range of tasks, to include Lombard Lending activities (account opening/ensuring interest payments are made on time) and be expected to review existing controls and processes in order to develop and improve them. … The Investment Operations Support Analyst will assist in managing the relationship with Front Office, Operations and external parties in relation to external Asset Management and alternative trading solutions, The Investment Operations Support Analyst will be promoting the migration of external Asset Management business into the parent more »