Citisoft is a global consulting firm dedicated to servicing the investmentmanagement industry . Our staff and management bring credibility and hands-on knowledge to every facet of our client relationships, backed by a history of successful partnerships with leading investmentmanagement firms and industry … service providers. With our deep understanding of all aspects of the investmentmanagement process, our clients benefit from our ability to identify industry trends and accurately assess their effects. We offer a full complement of consulting capabilities ranging from strategy formation through guiding and implementing successful business change. … are recruiting Consultants/Senior Consultants on a permanent basis , who will have a minimum of five years of professional experience in buy-side investmentmanagement operations and technology. Specifically, this individual will have a well- rounded delivering and completing solutions-based services/integration/implementation projects. more »
specialize in providing fact-based insights and practical recommendations to improve business results. Our data focuses on the key metrics required for effective business management, including market share, sales effectiveness, service quality, product quality, marketing effectiveness, brand, and sectoral trends. Our clients include the world’s leading asset managers … investment banks, and commercial banks. We also serve securities exchanges, ratings agencies, government entities, and other companies with interest in the financial services industry. Our employees are working directly with business heads, strategy teams, business management and other key stakeholders. In the relationship role you will provide a … intelligent, highly motivated individuals as part of our global talent pool An entrepreneurial and creative work place where new ideas are welcome and encouraged Investment in training and development through extensive on the job learning and experience, exposure to experienced, senior managers combined with formal training A supportive yet more »
We are seeking highly motivated individuals for the position of Graduate Trainee Investment Manager at a top investment bank. This is a unique opportunity for recent graduates who are eager to pursue a career in investmentmanagement and are dedicated to obtaining the prestigious Chartered Financial … Analyst (CFA) qualification. As a Graduate Trainee, you will receive comprehensive training and mentorship while working alongside seasoned professionals in our esteemed investmentmanagement team. Responsibilities: Develop a strong understanding of the investment industry, including asset classes, financial markets, and investment strategies. Assist senior investment managers in conducting thorough research and analysis of investment opportunities. Participate in investment meetings and presentations, contributing insights and recommendations based on research findings. Monitor and evaluate investment portfolios, assessing performance and risk metrics. Prepare detailed investment reports, presenting key findings and recommendations to clients more »
The Client An established and widely known Wealth Management firm servicing InvestmentManagement needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the InvestmentManagement firm, supporting the daily Transaction Reporting processes as … with the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the InvestmentManagement firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework within more »
The Client A highly regarded boutique InvestmentManagement Company The Role The Investment Operations Support Analyst is part of a new team responsible for controlling the InvestmentManagement 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 »
Salary: 45-70K depending on experience The Client A highly regarded boutique InvestmentManagement Company The Role The Investment Operations Support Analyst is part of a new team responsible for controlling the InvestmentManagement firm’s off platform, asset management activity as well … as providing ongoing reconciliations between the firm’s 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, You will be promoting the migration of external Asset Managementmore »
Client Reporting Specialist up to £50000 London THE COMPANY Leading London Based Investment Manager whose InvestmentManagement services in Equity and Fixed Income Strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person. SKILLS AND … EXPERIENCE REQUIRED MUST HAVE Minimum of 4 Years Client Reporting experience MUST HAVE Wealth, Investment or Asset Management experience If you do not have the above skills you will not be considered for this role. THE ROLE The overall purpose of this position is to be responsible for … Managers and Family Office relationship managers for the setup and on- boarding of clients onto our accounting and reporting platform · Prepare client reports including, investment reports, consolidated wealth report and other financial analyses within strict deadlines · Deliver a superior online or PDF user experience through the provision of customized more »
Software Engineer – Python – InvestmentManagement An InvestmentManagement firm in Central London are looking to hire a mid-level Software Engineer with strong Python experience to join their central IT team in a new permanent position. As a Software Engineer this is a fantastic opportunity for … you to develop your existing Python software engineering and Cloud technology experience by building cloud native applications to support different investment and operational functions. Your Key responsibilities will be: Designing and building scalable and cloud-native applications using technology such as Python, Javascript and cloud technologies. Supporting and Implementing … new applications and tools such as pricing and order management to support Exchange-Traded Fund products (ETFs) Working with internal technology leadership to determine strategy for the business technology roadmap To succeed in this role, you will have: 2-4 years’ commercial experience of using Python to develop applications more »
The Company Our client is a large entrepreneurial InvestmentManagement firm with exciting growth prospects The Role The Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner. The Transitions Administrator will work with the … Pershing NEXUS system and to follow up and update on progress. The Transitions Administrator will check, and process transfer requests received from the relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing system. The Transitions Administrator will communicate with counterparties, fund managers and custodians … The Transitions Administrator will be responsible for receiving Transfer cheques in to the business , cross checking information, updating the system and passing to cash management team for processing. The Transitions Administrator will maintain relationships with third party administrators, Fund Managers and custodian, and attend and represent the business in more »
Bath, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Operational Risk Analyst InvestmentManagement Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investmentmanagement business that’s as ambitious as you are? A business that’s not resting on its laurels, despite … already establishing itself as a market leader within its field? Following significant recent investment, the firm is now looking to further strengthen its Risk & Compliance department with a number of new hires. Exciting times lie ahead as the business looks to build on its success to date, its ambitious … this could be the start of an exciting journey for you. You’ll assist the Risk Manager with delivering and maintaining the enterprise risk management framework for the Group as well as performing a robust 2nd line assurance programme through the execution of RCSAs. You’ll work with senior more »
Bath, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Senior Compliance Advisory Manager InvestmentManagement Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £75k + bonus + benefits Fancy joining an investmentmanagement business that’s as ambitious as you are? A business that’s not resting on its laurels … despite already establishing itself as a market leader within its field? Following significant recent investment, the firm is now looking to further strengthen its Compliance department with a number of new hires. Exciting times lie ahead as the business looks to build on its success to date, its ambitious … You’ll also be responsible for developing and implementing compliance training programmes and monitoring their effectiveness. In addition, you’ll perform horizon scanning, keeping management informed of and relevant regulatory changes, their potential impact on the business and recommending appropriate responses. You’ll have gained previous experience in a more »
THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful InvestmentManagement and Wealth Management firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established Wealth Management Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager will … implement the Wealth Management brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the firm’s more »
Bath, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Financial Crime Analyst InvestmentManagement Location: Bath (Hybrid, 2 days in the office, 3 days WFH) Salary: To £50k + bonus + benefits Fancy joining an investmentmanagement business that’s as ambitious as you are? A business that’s not resting on its laurels, despite … already establishing itself as a market leader within its field? Following significant recent investment, the firm is now looking to further strengthen its Compliance department with a number of new hires. Exciting times lie ahead as the business looks to build on its success to date, its ambitious growth … start of an exciting journey for you. Reporting into the Financial Crime Manager, you’ll assist with the firm’s Financial Crime oversight and management to prevent and detect money laundering, fraud, terrorist financing and bribery. You’ll develop and implement policies, procedures and controls to ensure ongoing Financial more »
Insight Investment are currently looking for an experienced LDI Specialist to join the Solution Design team in London. The team evolve investment strategies for both current and prospective clients as well as developing new products, services and investment ideas to meet future needs. Role Responsibilities • Understand Insight … products and strategies and how these can be tailored to clients • Lead discussions with clients and consultants to develop investment solutions • Attend client meetings with client directors to represent the solutions investment team • Represent Insight products and strategies in consultant research meetings • Support the solution design component of … analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Liaise with fund managers to develop appropriate portfolio management strategies and confirming finer details of client solutions/transitions • Work with other members of the team on strategic pieces of work ranging from more »
Manager, Financial Planning and Analysis. Global InvestmentManagement Company profile Our client is a market leading global multi strategy investment manager with 10 offices across 3 continents, who manage assets of more than $200 billion. Main function of the role This role on the Financial Planning and … Analysis team will act as a key relationship manager between Finance and other areas of business. Assist the Head of Management Information taking the MI team to the next level in terms of delivering incisive and useful MI that drives decision making and plugs the MI team into the … Rules, understanding that they set basic standards of good personal conduct Experience required, in order of importance Business partnering experience (necessary) Financial Services or Investmentmanagement industry knowledge or experience (necessary) Experienced in data analytics and business Intelligence software (desirable) Budgeting and Forecasting) (desirable) Qualified Accountant (ideally CIMA more »
Business Analyst/Senior Business Analyst – InvestmentManagement/Asset Management - £90,000 to £110,000 per annum Our client is a Global Pension fund and Multi-Asset Institutional Investor. They are currently building out a small change team within their London office and are looking to … Experience as a business analyst with responsibility for leading business analyst workstreams on medium to large sized projects. Experience of working in the asset management sector. Technology vendor implementation (SAAS). Knowledge of Portfolio Management/Trading/Investment capability set up and corresponding operational set up more »
Senior Engineering Manager – People Management, Project Delivery, SDLC, Front Office, Investment Data, ESG, InvestmentManagement, City of London, permanent A Senior Engineering Manager with a background in hands-on Python/Java coding and Financial Services (Buy or Sell-Side) is sought after by a global … Tier 1 Investment Manager to take ownership of their engineering function for Investment Data. This function is comprised of several teams who are responsible for a number of core platforms used by Investment teams globally covering market & reference data, indexing, ESG and their IBOR, with regular interaction … with the Front Office (Portfolio Managers, Traders, Analysts etc.) In this role, you will be responsible for the day-to-day line management of two Engineering Managers and a number of Technical Leads, working in a collaborative manner to set and drive IT Strategy. This will cover product engineering more »
The world of investment is changing. Our vision at Legal & General InvestmentManagement is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a … rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi … asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future Job Description Closing date for applications 26.04.2023 Recruiter Jamie.daley@landg.com We're looking to hire a proactive and driven more »
Edinburgh, Scotland, United Kingdom Hybrid / WFH Options
HSBC
Location: Edinburgh/Hybrid Pay Rate: Competitive Via PAYE or Umbrella/Inside IR35 Role Purpose: This role is responsible for E2E project management and delivery of the client on-boarding and change projects in Securities Services achieving the agreed scope, time, cost and quality outcomes for the client.The … role provides for Project Management support within Europe, across Fund Administration, Transfer Agency, Middle Office, Global Custody and Trustee Services areas. The role will also include line management responsibilities for a team of Project Managers based in the same location. The Senior Project Manager will be accountable for … the end to end management and delivery of ‘change’ for key Securities Services clients in Asset Owner & Management (“AO&M”) sector that sit within the Global Project Delivery team. Note: Lead for delivery of an internal Operations Reconciliation project; experience of managing operational changes is required. Key Accountabilities more »
Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investmentmanagement activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice … and investmentmanagement to personal and corporate customers through its fast-growing network across the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective … multinational group. Handelsbanken Group are deeply committed to embedding good equality and diversity practice into all of our activities so that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion, sex, gender reassignment more »
Innovation Lead/Product Lead/Product Owner/Platform Director InvestmentManagement Products & Platform Reporting Into: Director of Brokerage and Investor Services 📊 Department: Corporate Services (Share Registry/Transfer Agency) 💰 Location: London, UK (1-2 days in the office per week) 📌 Package includes Bonus 25%, 15% Pension … Days Holiday, Full Family HC) 💵 This position represents a unique opportunity to influence the future of investmentmanagement solutions at a leading financial services firm, leveraging your expertise to make a lasting impact. Role requires a Snr and a seasoned Senior Product Owner to spearhead the development and … strategic direction of our client emerging investmentmanagement platform , which is poised to revolutionize the landscape with offerings such as stockbroking strategies, government securities (Gilts), SIPPs, ISAs, and more. This role requires a visionary leader passionate about the fusion of technology and finance and t he successful candidate more »
Our client is a highly reputable multi-asset investmentmanagement business located in either their newly refurbished London City offices or in Southampton. This is a 12-month fixed term contract for an experienced Senior Investment Product Manager to provide parental leave. About the Role: As a … Senior Investment Product Manager, you will play a pivotal role in shaping our client’s investment proposition, requiring strong Product Management expertise to manage investment products, including fund launches, mergers, closures, and product reviews as well as consistently evaluating customer outcomes and supporting assessments of value. … corporate rules demonstrating relevant regulation knowledge to include UCITS and Mifid II which are crucial. You will also be experienced in comparing and contrasting investment solutions against competitors, market developments, and customer and adviser feedback, as well as driving enhancements to ensure product offerings are fit for purpose. Your more »
Head of Engineering Eames Consulting are excited to be working alongside a prestigious asset management firm based in London. They are seeking an experienced Head of Engineering to lead their technology initiatives and drive innovation. The ideal candidate will have a proven track record of building and managing high … performing engineering teams, as well as a deep understanding of financial markets and investmentmanagement processes. Key Responsibilities: Provide strategic leadership and direction for the engineering team, aligning technology initiatives with business objectives and driving innovation to enhance our competitive advantage. Build and mentor a team of talented … professionals, fostering a culture of collaboration, innovation, and continuous learning. Lead the design, development, and implementation of cutting-edge technology solutions to support asset management functions, including portfolio management, risk analysis, trading, and compliance. Collaborate with cross-functional teams, including investment professionals, risk management, operations, and more »
Development of Systems, used across the fund in London. With a unique opportunity to be part of high performing IT team, and provide Project Management Governance, Reporting, and tracing covering all IT portfolio project delivery core front line business functions for all Credit business lines. The IT PMO/… as you will be working with an existing IT Project team in London. Key Responsibilities – IT PMO/Jnr BA – Hedge Fund JIRA Project Management and Reporting - engage with all business stakeholders to manage JIRA tickets, supporting requests, and creating tickets for projects. Managing project communication with key business … following prerequisites requirements. • 2 to 3 years of experience in IT PMO/Jnr BA IT projects delivery experience derived in a Hedge Fund, InvestmentManagement, Investment Banking, or Big 4 IT Consulting environment. • JIRA Tickets – JIRA Services Desk Management - Proven experience in PMO JIRA Tickets more »
Front Office Brokerage Trading Banking Buy Side Buy-Side AWS GCP React TypeScript Finance PostgreSQL Apache Ignite MaterialUI Ag-Grid Redux Front Office Trading InvestmentManagement Asset Manager) required by our asset management client in London. You MUST have the following: Excellent ability as a Python Developer … Front Office Brokerage Trading Banking Buy Side Buy-Side AWS GCP React TypeScript Finance PostgreSQL Apache Ignite MaterialUI Ag-Grid Redux Front Office Trading InvestmentManagement Asset Manager) required by our asset management client in London. The application allows the portfolio managers to generate 'what if' scenarios more »