The Company Our client is a WealthManagement company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a WealthManagement desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to more »
Lead Platform Engineer Leading WealthManagement Firm Leeds/Remote About Us: Join a pioneering wealthmanagement firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Position Overview: We're seeking a dynamic Engineering Lead to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealthmanagement, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »
Technical Business Analyst - WealthManagement Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK WealthManagement IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of WealthManagement domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »
ALPHABETA, FIRST FLOOR, 7-18 FINSBURY SQUARE, LONDON, England
S E I INVESTMENTS EUROPE LTD
You will complete complete an Investment Operations Technician Level 3 Apprenticeship working in the SEI Wealth Platform (SWP) Business - an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support. Role Key … Rotations to include more specific tasks within the following teams; › Trade Execution & Settlements › Process trade files › Monitor timely settlement › Review exceptions › Reconciliation investigation › Cash Management & Reconciliation › Monitor cash movements › Review exceptions › Reconciliation investigation › Client Reporting & Performance Management › Validate data output meets client requirements within SLA deadlines › ADS Data … Management › Support asset management set up Training What you will do: You will complete an Investment Operations Technician Level 3 Apprenticeship. Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC more »
The Global Alternatives Group (“Global Alts”), a division of J.P. Morgan Asset Management, comprised of Real Estate, Infrastructure, Global Transportation Group (“GTG”), Private Equity, Private Credit, Liquid Alternatives and Hedge Fund Strategies, has approximately [$168] billion of assets under management. With over 700 professionals worldwide and over 40 years … with relevant experience in Real Asset (Real Estate, Infrastructure, Transportation) investment funds. You will have a transportation accounting background to assist with the financial management and reporting of a large open-ended Fund, which includes client and internal reporting requirements. We also seek candidates with experience working with a … financial reporting process for all investment products; continually improve the level and content of reporting and communication; Manage fund structures operationally, including active cash management, vendor management and investor reporting;Ensure compliance with Luxembourg regulatory requirements, US GAAP, IFRS and fund documentation;Understand investment structures, debt documents and more »
Are you passionate about DevOps and eager to drive innovation in a cloud-first environment? We are a forward-thinking wealthmanagement company dedicated to making financial advice more accessible. Enjoy the close-knit atmosphere of a smaller company with the stability and growth opportunities of a larger … organization. Join us during this exciting growth period and help shape our DevOps strategy. About Us: We are at the forefront of wealthmanagement, committed to providing leading-edge technology solutions. Our goal is to build the right foundations and strategy for DevOps, ensuring continuous improvement and innovation … you contribute 6%, we will contribute 15%. Private healthcare. Dental cover. Join us and be a part of our innovative journey in transforming wealthmanagement technology. more »
TIFFANYS WEALTHMANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong … of contact for Staff members to assist with queries/issues To assist with the daily running of the office To work alongside the Management Team ensuring excellent client outcomes To build knowledge in Financial Services To build and maintain strong relationships with clients and keeping them up to … provide Administration support to the Advisors ensuring accuracy and attention to detail Ensure Staff are up to date with training Client Administration Production of Wealth Accounts and Investor Returns Client servicing process including Annual Reviews Managing and overseeing the completion of Debrief actions Seeing cases through from start to more »
Job Summary & Responsibilities The Investment Strategy Group (ISG), within the Asset & WealthManagement Division of Goldman Sachs, provides customized asset allocation solutions to help clients preserve and grow their wealth. The main responsibility of the hire will be to develop customized asset allocation solutions and analysis for our … clients. The hire will work with the rest of the team and private wealth advisors to gather client information, analyze client portfolios, produce customized asset allocation solutions, and put together analysis for presentations. In addition, the hire will assist on the team’s research efforts, which are generally related … reports and presentations for clients - Assist on research related to asset allocation issues and individual asset classes - Provide asset allocation guidance to the Private WealthManagement team - Conduct general business duties, e.g. maintaining presentations, data, meeting records, etc. Basic Qualifications - Strong communication skills, especially the ability to explain more »
Cloud platform using Scala, Java, Python, React, Spark, SQL technologies relevant for US regulatory requirements like Comprehensive Capital Analysis and Review (CCAR) • cloud Platform Management and Administration with focus on operational excellence and cost optimization The role will be based out of London, United Kingdom Your team You will … UBS The Firmwide Risk IT team is a group of elite and pioneering software engineering professionals who bring modern computer science and IT platform management to our stakeholders across the bank We implement common reusable solutions to ensure the risk management runs on the most optimal and scalable … framework. We use niche solutions, and we are expanding towards in-house built solutions to ensure the UBS Risk Management and Control remains competitive and ahead of our peers Your expertise • hands-on experience in Cloud Migration, migrating applications from on-premises to cloud, orchestration and refactoring applications, migration more »
Institutions taking advantage of the platform features to secure business advantage. About the role We are seeking a Production Support Analyst to join our Wealth Production Support team, which includes SS&C Hubwise. The role involves issue management from external and internal clients to meet KPIs and SLAs … areas to ensure a robust and scalable production environment for internal and external customers. This role requires a strong technical foundation, particularly in database management and ITIL-based support practice , combined with a solid understanding of the financial services and WealthManagement industry . Team Responsibilities Application … Support – ensure that the application is working correctly as deployed. Issue Management – analyse, investigate, and allocate for resolution and closure for all issues. Change Management – support testing and release process for production fixes. Project Handover – facilitate the transition between project support and production support for all change. Service more »
My client, a leading wealth manager is looking to expand their Financial Planning and Analysis team. In this role, you will be focused on working on the WealthManagement European business, and will have a concentration on consolidated management and head office reporting. For this position … in order to consolidate financial insight from subject matter experts and also communicate this back to the finance team in head office. Responsibilities: · Designing management reporting deliverables · Develop, manage and run working relationships within the wealthmanagement finance team · Participate in and contribute to required workshops, meetings … Produce monthly consolidated WME and WMI MI packs, which are presented to the WME ExCo · Coach/prepare the CFO and Director of Performance Management on the financial performance of WME on a monthly basis · Work closely with the financial control teams across WME during the monthly close to more »
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place.Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
Greater London, England, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
Lincolnshire, England, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
City of London, London, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
City Of Southampton, England, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
Manchester, England, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
Cambridge, Cambridgeshire, East Anglia, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
Southampton, Hampshire, South East, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
Manchester, North West, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »
find common solutions? Are you good at communicating complex business challenges in a constructive and easy way?Your teamYou’ll be working in Asset Management strategy within the Chief Strategy Office in London or Zurich. The Chief Strategy Office is a team of motivated professionals who bring a diverse … expertise• a top tier University education, preferably focused on corporate strategy, finance, or structured problem solving• 1-4 years professional experience in a top management consulting firm or comparable role, preferably with a focus on financial services/asset management• strong written, verbal and interpersonal communication skills to … generate impact in a team environment• well-developed strategic thinking ability with commercial market awareness and business acumen• disciplined organization and topic/project management skills• high level of energy, initiative, discipline, tenacity, and self-motivation• highest level of integrity and professionalismAbout usUBS is the world’s largest and more »
looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to WealthManagement e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »
South East London, London, United Kingdom Hybrid / WFH Options
Aj Bell Limited
dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealthmanagement platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … conversations, holding your team, peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. Background in Financial Services, specifically Wealth Management. Business relationships within the WealthManagement sector. Understanding of financial markets and financial data. With pride placing value on our people more »
TCFD, ISSB, SBTi, Transition Pathways Initiative, etc. · Familiarity with relevant stewardship codes of conduct (e.g. the UK Stewardship Code). · Good knowledge of data management software, e.g. Excel. SQL programming experience desired but not essential. · Ability to navigate an increasingly complex environment and maintain focus on our core fiduciary … three together are underpinned by our behavioural foundation: Integrity. These values and our mission give us our sense of purpose: we want to support wealth holders who want to do well by doing good. About Tribe Tribe is an exciting, high growth, award-winning, wealthmanagement firm … impact process and client base over the last 8 years, we are now focussed on growing the Tribe further. Our approach to investment and wealthmanagement combines our clients’ values, their financial aspirations and the change they want to see in the world - their impact. We then build more »
identification of potential risk/issues. • identify and manage senior stakeholders and clients, evaluate their interests, and establish effective communication channels ensuring effective stakeholder management and engagement. • coordinate the tasks of the initiative among different divisions, streams, crews of different streams, and vendors • help resolve cross-stream, agile crew … stream/crew leads/product owners and facilitate reprioritization efforts • perform risk assessment, play an active role in risk and issue mitigation and management, and maintain and monitor a risk, issue and dependency management plans • ensure that the next quarter’s OKRs are included in the QBRs … Streams delivering in an Agile manner. Your expertise • university degree in computer science or a related field, preferably with Program/Project or Initiative Management certification (e.g. PMP) • Initiative Management/Marketing technology program management experience of at least 5 years in a similar environment, more than more »