Fareham, Hampshire, South East, United Kingdom Hybrid / WFH Options
Brook Street UK
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 »
sales teams on new products, changes to product range etc. Record and maintaining prospects, product interests and opportunities in Salesforce Interact effectively with Sales Management, Legal, Compliance, Risk, Operations etc. to resolve operational and product queries. Correct allocation of all inflows for sales teams and intermediaries Input as required … reporting arrangements Be involved with the client onboarding through provision of fund dealing documentation and providing support for complex investor transactions Help with the management of trades for funds that have soft closed Training To meet the requirements of the Level 3 Digital Support Technician apprenticeship programme you will … or equivalent, grade Grade 4-9 or A*-C (Essential) About the Employer MAN GROUP LIMITED Man Group is a global, technology-empowered active investmentmanagement firm focused on delivering alpha and portfolio solutions for clients. Headquartered in London, we manage $161.2 billion* and operate across multiple offices more »
I am working with an important name in the investmentmanagement market who have often been seen as the market leader in their space. They are looking for a senior compliance hire to join the London based team. This person ideally would have extensive experience in core compliance … Key Skills: 8+ years of Compliance experience Regulatory knowledge with regard to OBI's & PA dealing Ability to face off with senior stakeholders and investment teams Excellent communication skills more »
environment. Key Responsibilities In this role, you will: Provide legal support on various fund-related documents, including structuring and negotiating offering memorandums, side letters, investmentmanagement agreements, and fund launches. Advise on and draft a variety of transactional documents, such as ISDAs, GMRAs, structured credit agreements, and bond more »
Desktop Support Engineer - Up to £50,000 depending on experience. Based in City of London - 5 days onsite. I am representing an award-winning investmentmanagement organisation, who have an excellent track record of providing an industry leading service for their clients. They are looking for a Senior more »
JOB DESCRIPTION Position Summary : The Long/Short European Credit Analyst will support the credit research and investment process for our European credit Portfolio Manager. This role involves conducting thorough credit analysis, monitoring market developments, and assisting in the formulation of investment strategies. The ideal candidate will possess … Conduct in-depth fundamental credit analysis of European & US corporate issuers across various sectors. Assist in the development and implementation of long/short investment strategies by identifying attractive investment opportunities and potential risks. Monitor and evaluate market trends, economic data, and sector-specific developments that may impact … credit investments. Support portfolio manager in portfolio construction, risk management, and performance attribution. Prepare detailed credit reports, financial models, and investment memos to support investment decisions. Participate in meetings with company management, industry experts, and sell-side analysts to gather insights and information. Assist in the more »
Your new company A leading Wealth Management organisation who pride themselves on offer excellent Investment and Financial planning solutions to their clients, they have over 200 years of experience and continue to be one of the best Wealth Managers in the UK. They are dedicated to holding close … of the programme. What you'll need to succeed You will be an experienced Business Analyst with some experience of working in the Wealth Management industry ideally, although you will be considered if you can demonstrate some knowledge of general Investment management. You will ideally have worked in more »
Assist with reporting via Query Manager, Report Manager, Crystal, and SSRS. Maintain and optimize various finance applications (e.g., Investran, ERP (Unit 4), Concur, Portfolio Management software). Handle data entry, account reconciliations, and other financial processes. Create user documentation and training materials. Essential Requirements Bachelor’s degree in accounting … or related field (or actively pursuing). Knowledge of Private Equity/Investment Management. Experience in application troubleshooting. Advanced Excel skills. Understanding of accounting policies, standards, and data management principles. Proficiency in SQL, SSRS, Tableau, PowerBI, and other DBMS/reporting tools. more »
