Portfolio Assistant Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfoliomanagement and operations. Job Description: • Collating and analysing quarterly AUM … with regulatory requirements. • Performing financial modelling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises. • Updating and maintaining lists for portfolio rebalances. • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. … Previous experience in investment operations, portfoliomanagement, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft Excel and other relevant software. more »
Are you a Project Management Office expert that’s looking to join a fast growth construction company. This vacancy is perfect for a PMO Leader with significant experience in establishing, and running, a project management Centre of Excellence. This corporate level role will be pivotal in designing & establishing … a best-in-class project management organisation. If you are a Project Management Office expert with a construction background (Or another highly regulated industry), this is the perfect chance to make a huge impact on an established and expanding business. Responsibilities include (but not limited to): Lead on … planning & schedule management, risk management, reporting & controls, digital transformation Develop, implement, and govern portfoliomanagement processes, tools, templates, policies and metrics Develop, implement a best-in-class client reporting system across infrastructure In order to be a successful applicant, you should be able to demonstrate creating more »
Newcastle Upon Tyne, Tyne and Wear, North East, United Kingdom
Pertemps Newcastle & Gateshead
Project Management Officer Full time (37 Hours) Monday to Friday £11.44ph- £11.71 DOE Our Client is Northern Powergrid, based in Shiremoor. Their vision is to be the best energy company in serving their customers whilst delivering sustainable energy solutions. They are looking for an Project management officer to … must be provided Experience of working within a busy environment Desirable Qualifications and Experience ( Not essential) Previous experience working in a small Programme/PortfolioManagement Office or Project environment Experience raising and receipting Purchase Orders Experience of Oracle ERP systems If you have the required skills we more »
of credit risk decisioning. THE ROLE: Develop and optimise bespoke Credit Risk Scorecards for FS clients Contribute to the strategy optimisation, strategic analytics and portfoliomanagement functions Analyse current strategies and work proactively to make cut-off adjustments Liaise with internal and external stakeholders to understand business problems more »
Manchester, North West, United Kingdom Hybrid / WFH Options
Corriculo Ltd
Following a highly successful, over-subscribed funding round, my client has partnered with leading power exchange and grid operators, and their SaaS platform provides portfoliomanagement solutions to electricity companies and suppliers, to help the electricity system transition towards 24/7 clean energy. Benefits include: 30 days more »
Bradford, West Yorkshire, Yorkshire, United Kingdom Hybrid / WFH Options
Yorkshire Water
including ongoing support. What skills & qualifications you will need: Extensive experience in managing end to end delivery in large organisations. Strong commercial and supplier management skills. Significant experience of influencing senior stakeholders. Experience of the design and development of IT solutions including effective delivery governance and portfoliomanagementmore »