1,233 Investments jobs in the United Kingdom

Our client, a regulated fund investment management business headquartered in Guernsey with a global client footprint, is seeking a competent Administrator to support the Management, Investments, and Fund Operations teams.

Responsibilities include preparing and circulating meeting documentation, drafting minutes and correspondence, and assisting with client onboarding.

This role is suitable for candidates with 2-3 years of financial services experience, ideally in corporate secretarial and/or bookkeeping, with an interest in investments.

If you have any questions about this role or would like to know more, please contact us.

Posted Thursday, July 31, 2025 at 4:00 AM

Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply/demand dynamics and bring intense focus to operating results.

Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. With offices in Amsterdam, Annapolis, Baltimore, Chicago, Frankfurt, Houston, Los Angeles, Montré al, New York, Singapore and Sydney, you are empowered to take your career where you want it to go.

A career at Realterm allows you thrive in a fast-paced workplace environment with tremendous scale. Enjoy working in a collaborative environment with supportive teammates where you will be challenged to grow and be at your best every day.We offer our employees a robust and competitive benefits package. If you are looking for a rewarding career in private equity commercial real estate, apply today.

Summary

The Associate, Investments position is dynamic, requiring close Business Development Team (Biz Dev) collaboration and coordination, critical thinking and high-quality communication skills with the ultimate goal of driving investment activity in Europe on behalf of Realterm Logistics’ Funds and investment mandates. The position will focus on sourcing and acquiring new investments on behalf of all Realterm Logistics in Europe. The position will require strategizing with Fund Leadership, general management, internal/external legal coordination, negotiation, transaction structuring, and related responsibilities to support the overall goals of the Realterm business. Key functions include target property identification, underwriting, due diligence and closing via a network of property owners, brokers and key users. The position will also require working with Realterm Asset Management & Property Management, to coordinate successful, hand-over to Realterm Asset & Property Management of acquired property.

Essential Duties and Responsibilities

• Participate and drive new business development initiatives in conjunction with the Fund Managers and Biz Dev Team.
• Source new investment opportunities from existing and to-be-identified Realterm relationships.
• Work closely with the Realterm Team to move all aspects of transactions forward from initial identification through final delivery.
• Lead the day-to-day management of underwriting and due diligence, including collaboration with in-house and third-party resources.
• Work with the Fund Managers and the analyst team to provide due diligence information and analytical analysis of potential opportunities.
• Lead in negotiating contract terms and deal terms for new acquisitions, as opportunities are sourced and pursued.
• Assist in preparation of presentations for clients, investors, committees, and other internal reports.
• Work with lenders (in coordination with Realterm’s Director of Finance) to determine availability of project level financing, as appropriate.
• Responsible for maintaining, managing, and reporting deal pipeline, ensuring that investment volume is being met on behalf of all Realterm investment targets
• Use SalesForce (CRM) as an active and committed team communication tool.
• Collaborate with the Fund Managers and the analyst team to ensure project financial models are accurate and complete.
• Lead in securing the appropriate internal approvals, and related documentation, as required.
• Responsible for sharing and uploading documents and communication on project management site for team use and record keeping, including the active use of SalesForce for team communication.
• Track and report investment status to internal stakeholders, investors, lenders, joint ventures, as needed.
• Participate in discussions with tenants, lenders, investors, and related professionals to foster growth of all client relationships.
• Manage day to day travel schedule and team priorities while operating remote from London office base.

Accountability

Character, Trust, Integrity

Planning, Decision-Making & Initiative

Qualifications

• Demonstrated proficiency in Microsoft Office applications and Argus Software.
• Demonstrated proficiency in using SharePoint or other document control software.
• Demonstrated proficiency in using Project Management & CRM software.
• Demonstrated ability to work proactively in an open-ended, remote office (Chicago)

Education and/or Experience

• Bachelor’s Degree
• Minimum of 3 years of experience in real estate with demonstrated knowledge of underwriting analysis and transaction experience preferred.
  
  

The position will work in a general office setting and may require travel, up to 10% of time annually, to remote office locations based on organizational/business needs.

Physical Demands
Must be able to remain in a stationary position for the majority of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 10 lbs.

Company Description

Our Mission

At Palo Alto Networks everything starts and ends with our mission:

Being the cybersecurity partner of choice, protecting our digital way of life.
Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are.

Who We Are

We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.

As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!

At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision.

Your Career

Reporting to the Treasury Manager, Investments this role will be part of a world-class team helping drive results within the Corporate Treasury function. The Treasury team is responsible for investment oversight and risk management of Palo Alto Networks’ multi-billion dollar cash investment portfolio. The portfolio is invested in high-quality fixed income securities including money market funds, commercial paper, U.S. government and agency securities, corporate debt securities, and asset-backed securities.

Your Impact
As Treasury Manager, Investments, the principal responsibility is to ensure investments adhere to policy targets and guidelines and achieve the corporate investment goals of capital preservation, liquidity, and income generation. The ideal candidate will make a meaningful impact by employing quantitative analysis and a multi-disciplinary skill set to optimize investment portfolio returns within the investment policy parameters. You will collaborate with a team of fixed income portfolio managers to develop and implement investment strategies for a short-duration fixed income portfolio. This includes building portfolio construction models and executing self-directed rebalancing of US Treasury and investment-grade credit portfolios.

A key aspect of this role is ensuring portfolio activities align with investment policy parameters and the portfolio benchmark, maintaining compliance with all investment policy requirements. You will need to understand how macroeconomic factors, corporate cash flow, yield objectives, accounting rules, and tax considerations influence investment decisions.

This role also requires strong collaboration with key business partners, including Accounting, FP&A, Legal, and Tax, on all investment -related matters. You will develop and maintain a network within the institutional investment community and with corporate cash peers to stay informed of current investment themes and best practices. Additionally, you will contribute to various ad-hoc investment and Treasury related projects.

Your Experience

• 8+ years in corporate treasury or fixed income portfolio management and analysis, with trading experience being a plus. 6+ years of experience with an advanced degree.
• Bachelor’s Degree in Finance, Business Administration, Economics, or Accounting required; MBA or Masters preferred.
• Chartered Financial Analyst (CFA) designation or progress toward completion is highly desired.
• Strong understanding of fixed income and economic markets.
• Ability to apply fixed income investing knowledge and a growth mindset to manage a global corporate cash portfolio.
• Proficient in applying quantitative techniques to analyze portfolio risk and macroeconomic conditions.
• Excellent ability to communicate complex ideas clearly and impactfully to influence investment decisions.
• Possesses grit and thrives in a fast-paced, deadline-driven environment.
• Proficient in Bloomberg and Google Suite applications

The Team

You have a passion for numbers, our organization has a passion for cybersecurity. You’re looking for a career with a more fulfilling mission. We have open positions to top talent seeking a financial challenge. Our accounting department deals with numbers daily, supporting infrastructure, dealing in automation, building solutions and providing accurate, insightful financial information to empower our business lines. The ideal candidate has exceptional skills in accounting and analytics and an innovative mindset to approach finance problems differently. Our innovation doesn’t stay in Research and Development. Within finance and accounting, we seek people who are looking to try new things, while solving business critical equations. If you’re seeking a financial challenge but with a world-wide impact – this is it.

Our Commitment

We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together.

We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .

Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.

All your information will be kept confidential according to EEO guidelines.

The Associate Director of Investments at Mount Holyoke College is a key member of the investment team responsible for managing the endowment of Mount Holyoke College, the oldest continuing women’s college in the US. The investment office is based in Harvard Square in Cambridge, MA and oversees the $1 billion endowment, which supports operations and financial aid.

• Position Title: Associate Director, Investments


• Faculty or Staff: Staff


• Full Time or Part Time: Full time


• In-Person, Hybrid, or Remote: In-Person


• Location: Harvard Square, Cambridge, MA


• Start Date: 09/29/2025


• Hiring Range: $43,783 - 191,504

• Aid in determining overall portfolio strategy, including broad asset allocation decisions


• Source and evaluate investment opportunities across asset classes with a focus on private investments including, but not limited to, venture capital, growth equity, buyouts, and real assets


• Evaluate, monitor and manage existing relationships in the endowment portfolio


• Lead or co-lead due diligence on external investment funds, conduct analytics and reference calls


• Lead special projects and areas of research


• Prepare and deliver oral and written investment reports and proposals

• Bachelor’s Degree with a record of high academic achievement


• 5+ years of relevant prior experience

• Chartered Financial Analyst (CFA) designation is a plus

Hiring Range: $1 3,783 - 191,504

• 403(b) Retirement Plan (College contributes 10.5% of salary)


• Comprehensive medical, dental and vision insurance


• Flexible Spending Account (FSA)


• Disability and Leave Benefits


• Life Insurance (College paid coverage 1x salary)


• Employee Assistance Program


• Tuition Benefits (to Mount Holyoke College or others)


• Generous Paid Time Off


• Access to Kendall Sports & Dance Complex

Mount Holyoke College is committed to providing a safe and secure environment, supported by qualified employees that will allow all of its students, faculty, staff and those associated with them to successfully carry out the mission of the college. As a condition of employment, the College will conduct appropriate background checks for all new hires. Mount Holyoke has designated the Office of Human Resources as the office responsible for ensuring that background checks (CORI, SORI, Credit History, & Driver Credential) are completed and utilized in the hiring process and Five College Office of Compliance and Risk Management as the office responsible for facilitating background checks as articulated in this policy.

Apply online; application materials must include:

• A cover letter summarizing interests and qualifications


• A complete resume or curriculum vitae


• For faculty positions, statements on mentoring, teaching, and research will also be required.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment.

Overview

Drax Altus is delighted to be supporting a confidential search for a Partner-level hire to lead a private equity strategy focused on growth and impact investing. This is a rare opportunity to take a leadership role in a specialist investment strategy backed by a long-standing impact platform with committed capital and a high-calibre team.

The strategy targets UK-based businesses within Education, Healthcare and Services. The fund typically deploys £25 million equity cheques into profitable, growing SMEs.

This is a unique opportunity to lead and shape a next-generation impact fund, build and manage a high-performing team, and help scale businesses.

• Lead the origination and execution of investments into UK-based operating companies.
• Drive pipeline development and oversee the creation of investment theses aligned with both financial and social outcomes.
• Take an active role in portfolio governance, board representation, and strategic value creation initiatives.

• Foster a high-performance team culture while building and mentoring junior talent.
• Collaborate across the platform to align impact goals with financial returns.

• Cultivate strong relationships with portfolio management teams, intermediaries, and co-investors.
• Engage with internal and external stakeholders on impact reporting and value creation.
• Play an active role in fundraising efforts for future vehicles.

The ideal candidate will demonstrate the following:

• Experience: Significant private equity investing experience in the UK lower mid-market.
• Investment Track Record: Strong end-to-end deal experience with a record of delivering attractive IRRs and money multiples.
• Commercial & Strategic Acumen: Ability to assess risk-adjusted returns, think long term, and spot strategic value opportunities.
• Leadership Skills: Demonstrated ability to build teams, mentor talent, and influence stakeholders with both high IQ and EQ.
• Cultural & Impact Alignment: A strong sense of purpose and commitment to values-led investing. Experience in or affinity with impact, sustainability, or socially positive business models.
• Sector Exposure: Familiarity with healthcare, education, or essential services is advantageous but not essential.

• Executive

• Full-time

• Finance and Accounting/Auditing

• Venture Capital and Private Equity Principals
• Investment Management
• Investment Banking

• Immediate start for a 12 month fixed term contract
• Blend of investment, corporate, and wider commercial work

About Our Client

Our client is a leading investor with a reputation for backing innovative and high-growth businesses across the UK. With a diverse portfolio and a commitment to supporting regional growth, they combine private equity, venture capital, and debt financing expertise. They pride themselves on being a progressive employer with a collaborative culture, offering lawyers the opportunity to engage directly with senior stakeholders in a fast-paced, rewarding environment.

Job Description

The Legal Counsel will be:

• Leading on investment transactions, preparing and negotiating documentation including agreements, articles, and shareholder materials.
• Advising on loan instruments, security, and related corporate finance matters.
• Providing guidance on corporate governance, compliance, and risk management.
• Offering wider legal input on commercial contracts, data protection, IP, insolvency, and employment issues.
• Supervising and mentoring a junior paralegal.
• Managing external counsel relationships and overseeing outsourced work.
• Supporting company secretarial responsibilities and contributing to internal training.

The Successful Applicant

The Legal Counsel should be:

• A solicitor or equivalent with 5+ years PQE, ideally with corporate transactional expertise.
• Experienced in venture capital, private equity, or M&A, with knowledge of EIS/VCT investments an advantage.
• Skilled in corporate governance and company secretarial work.
• Commercially minded with the ability to draft, review, and negotiate a variety of commercial agreements.

What's on Offer

This is a high-visibility role within a growing, ambitious organisation, offering exposure to a wide variety of legal and commercial work. You'll work closely with senior leadership and gain valuable insight into the investment sector, alongside a competitive salary and benefits package.



If you're an experienced Legal Counsel looking for a stimulating fixed-term opportunity, apply now or contact Michael Bailey for more information.

Overview

Whisky Sales Consultant – High Net Worth Individuals

London – Mayfair Office

Whisky Investments has taken the market by storm in the last 5 years, and our clients' success is proof of that, bringing in up to £2 Million per month in investments. They are a high end consultative sales team who deal with the rich, connoisseurs, collectors & elite. You'll provide a luxury experience during each sales interaction, so it’s important to find consultants who have previous experience with high net worth individuals. The mission is to bring the rarest and best whiskies to market for their clients. They arrange distillery tours to see where the whisky has originated from & tasting, as well as networking events, so for clients it’s about being part of something that feels luxurious and exciting. Investing in Whisky is a guaranteed return for our clients, which is why 9 out of 10 investors are now turning to Whisky over real estate & properties.

You would be joining the industry at the best possible time…

• The current team are breaking records every month
• Your joining an established team, with a great sales setup
• Going through a period of growth, opening offices in Miami & Dubai
• You will respond to warm leads only, no cold calling involved
• Responsible for the full sales cycle – in charge of your own performance
• Opportunities to move into a Portfolio Manager role within 12 months

Respond to HOT leads coming in from the website, social media, and client base. Add clients to your portfolio and build a base of high net worths who will return to you again to invest in upcoming releases and brands.

• Paid per client brought on PLUS up to 3% of your sales revenue per month
• Progress to Senior Consultant, and Portfolio Manager level quickly
• Regular team socials include trips away, clay pigeon shooting & many more
• Office is closed at weekends

All we need from you is at least 1 year’s experience in selling to high net worth clients.

Please apply today, and we will reach out to go through the role in full detail.

• Mid-Senior level

• Full-time

• Sales and Business Development

• Wholesale Alcoholic Beverages
• Financial Services
• Investment Advice

Respond to referrals and get notified about similar Investment Advisor roles in the London area.

This range is provided by Leverton Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Our client is an independent active fund manager specialising in long-only equity. They are a leading investment manager with an impressive track record.

They are looking for an individual to join their newly-launched Public Real Assets Fund. They are looking for someone with a strong academic background and 1-3 years of experience within financial services, who is passionate about Real Assets and is looking for their next challenge. Ideally they are looking for someone with Infrastructure experience.

Duties include:

• Conduct macroeconomic research, conduct financial modelling and provide investment support.
• Assess proposed investments and advise on their suitability for purchase.
• Present findings and make recommendations to the lead fund manager.
• Help prepare internal and external presentations to clearly convey the department's work to the audience.
• Prepare for client meetings, including sales pitches, marketing materials, and performance analysis.

Necessary qualifications, experience and competencies:

• 1-3 years’ experience within finance or investments
• A genuine passion for Real Assets and investing.
• Real assets / Infrastructure experience is essential
• Solid degree from a first-class university.
• Background in a quantitative subject (Maths, Computer Science, Physics, and Engineering) preferable.
• CFA or equivalent (e.g. a ACA, ACCA, IMC, etc).
• Ability to communicate and present well which are necessary to market the funds.
• Willingness to engage in frank debate on investments and adaptability, precision, and the capacity to meet tight deadlines
• Proficient with Bloomberg and MS Office

Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.

• Seniority level Entry level

• Employment type Full-time

• Job function Research and Analyst
• Industries Investment Management

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Direct message the job poster from HFG Insurance Recruitment

A mid-sized London Market Insurance Group who are growing significantly year on year are looking for an additional short term support for the Treasury & Investment function. The key deliverables will be:

• Manage Treasury in a timely and efficient manner ensuring efficient use of cash and adhering to all internal and external policies for liquidity buffers, fx exposures.
• Prepare and monitor cash-flows and daily cash positions across all entities to aid management decisions regarding short- and long-term cash flow management.
• Ensure compliance with all regulations and requirements for liquidity management
• Support the FP&A teams in the planning and forecasting process and analysis of investment results ensuring alignment and reconciling to known cash flows over the year.
• Manage the production of quarterly papers relating to cash and Treasury to the Investment Committees and the Boards liaising with the senior investments and treasury manager to ensure alignment.
• Reconcile liquidity forecasts and budgets against actuals to explain variances
• Manage the timely review and update of all Treasury policies and procedures. Ensure a robust controls framework is in place, with treasury risks identified, appropriate controls in place, with regular monitoring and attestations.
• Improve processes and controls.

• Seniority level Entry level

• Employment type Full-time

• Job function Accounting/Auditing

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