6 Investment Firms jobs in Bristol
Senior Investment Analyst - Private Equity
BS1 4QU Bristol, South West
£80000 annum + bon
WhatJobs
Posted 3 days ago
Job Viewed
Job Description
Our client, a highly respected and growing private equity firm with a strong track record of successful investments, is seeking a highly analytical and driven Senior Investment Analyst to join their dynamic team. This hybrid role offers a compelling opportunity to be involved in all phases of the investment lifecycle, from sourcing and due diligence to portfolio management and exit strategies. You will play a critical role in identifying promising investment opportunities, conducting rigorous financial modelling, and providing insightful recommendations to the investment committee. This position demands sharp analytical skills, a deep understanding of financial markets, and the ability to work effectively both independently and collaboratively.
Responsibilities:
Qualifications:
Responsibilities:
- Source, screen, and evaluate potential investment opportunities across various sectors.
- Conduct comprehensive due diligence, including financial analysis, market research, competitive analysis, and operational reviews.
- Develop detailed financial models (DCF, LBO, M&A, etc.) to assess investment viability and potential returns.
- Prepare investment committee memorandums and present findings and recommendations clearly and persuasively.
- Support the negotiation and execution of investment transactions.
- Monitor and manage existing portfolio companies, tracking financial performance and identifying value creation opportunities.
- Assist in the development and implementation of exit strategies for portfolio investments.
- Maintain relationships with industry contacts, intermediaries, and advisors.
- Stay informed about market trends, economic conditions, and industry developments relevant to investment strategy.
- Collaborate with senior investment professionals and cross-functional teams.
Qualifications:
- A Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; an MBA or CFA charter is highly desirable.
- A minimum of 5 years of relevant experience in investment banking, private equity, corporate development, or a related financial advisory role.
- Proven experience in financial modelling, valuation techniques, and due diligence processes.
- Strong understanding of accounting principles and financial statement analysis.
- Excellent analytical, problem-solving, and critical thinking skills.
- Proficiency in Microsoft Excel and PowerPoint; experience with financial databases (e.g., Bloomberg, Refinitiv) is a plus.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts.
- Strong work ethic, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
- Ability to work effectively in a hybrid model, balancing remote and in-office collaboration.
- Team-oriented with the ability to build and maintain strong professional relationships.
This advertiser has chosen not to accept applicants from your region.
0
Account Manager (Financial Services)
Bradley Stoke, South West
Proactive Solutions Group Ltd
Posted today
Job Viewed
Job Description
Account Manager (Financial Services)
Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team.
This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.
The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.
The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.
Account Manager (Financial Services) Experience
Required
- Financial services related experience
- Confidence in speaking to introducers over the telephone and video
- A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team
- A proven track record in sales and account management
- Effective communication and organisational skills
- Experience working in an office environment
- Knowledge and contacts within the IFA or mortgage advisor industry
Attributes
- Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
- Excellent attention to detail, both verbal and written, to ensure data accuracy
- Able to manage and liaise with multiple introducers at different stages on different tasks
- Ability to handle sensitive information with the utmost discretion
- Ability to work as a team and independently
- Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
Package
- Annual salary of 24-32k, depending on experience
- Pension
- Working hours - 37.5 hours per week
- Complimentary Will and End-of-Life planning
- 30% discount for immediate family Wills and End-of-Life planning
Key areas of responsibility
- Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
- Using telephone and webinar, you will promote the company proposition
- Communicate to our distributors with a clear understanding of the marketplace and industry developments
- Continually improve and update product and market place knowledge
- Maintain the sales database
- Generally support the rest of the sales team
- Extract opportunities from our dormant introducer database
This advertiser has chosen not to accept applicants from your region.
1
Complaints Handler - Financial Services
Bristol, South West
Teleperformance
Posted today
Job Viewed
Job Description
Complaints Handler – Banking & Financial Services (Remote) Teleperformance certified as great place to work UK in 2025! . At Teleperformance, we deliver an outstanding customer experience, at every single opportunity, as a result of our commitment, passion and dedication to excellence. Due to our success we have exciting opportunities in our Banking and Financial Service sector – You must be able to evidence at least 1 years previous experience in Complaints Handling in Financial Services. Start Dates : Nov 2025 Salary : £29,452.80 per annum Location : Work From Home Shifts : Full Time 8am-8pm Mon-Fri (Saturday shifts may be required) Training : 2 weeks then 2 weeks Grad Bay Contract : Permanent Background Checking : Right to Work in the UK Criminal Record Check Credit Check Any other associated checks Values we look for you to have: Process Excellence- Doing things well means something to you and you will always strive to improve on your work. Collaboration - You enjoy working with others and you like working as a team player. Communication- You can speak and write clearly and in a confident manner. Emotional Intelligence - You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others. Open-Mindedness- You are able to be open to different ways of thinking and new ideas. Critical Thinking- You are able to think logically when making decisions. Solution Orientation- Having a forward thinking mindset focused on resolving challenges. Entrepreneurship- Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset. Job Profile Summary A highly motivated individual who delivers on customer promises and consistently demonstrates and maintains strong knowledge of different products, policies and procedures within work streams. Able to work flexibly across different work streams including responding to medium complex/regulated complaints. Main responsibilities include thorough investigation of end to end complaints. Management and resolution of customer complaints, to ensure the appropriate customer outcome is reached in line with company and the Financial Conduct Authority processes and standards. To provide best in class customer service through excellent communication skills, both verbally and in writing. Job Description · Manage, investigate and progress multiple complaints through to resolution. · Acknowledge and resolve complaints within set timeframes, as defined by the company and FCA, both via telephone and in writing · Proactive prioritisation and management of own allocated workload. · Investigate root cause of complaint and gather information from relevant teams or stakeholders · A confident communicator who can maintain an empathetic approach whilst adhering to company policy and procedures · Regular communication with our customers, both in writing and by telephone, to gather information, address issues, concerns and objections and notify of complaint outcome · Demonstrate knowledge and awareness of compliance requirements and take responsibility for adherence to regulatory and compliance controls and quality assurance · Provide feedback, where appropriate, in line with continuous improvement culture · Ensure compliance with legal and industry regulations, organisational policies and professional codes of conduct · Maintain and develop own technical knowledge and expertise. Main Job Requirements · Minimum 12 months experience of complaint handling in financial sevices is essential · Excellent telephone manner, with the ability to build rapport with the customer to ensure they feel supported, receive best in class service at every touchpoint and have a clear understanding of next steps · Can demonstrate the ability to construct clear and concise written communications, using correct spelling and grammar · Is able to demonstrate experience in complex, regulated customer service environment. · Can confidently manage assigned workloads · Able to prioritise workloads to meet targets and timelines · Objection handling whilst remaining professional Disclaimer Please be vigilant against job scams. Teleperformance will never contact you about anything other than your application through our official channels - UK phone number, text or Teleperformance or talent.icims email address. . If you receive any suspicious communications claiming to be from Teleperformance, please disregard them and report the incident to our team. Your security is our priority. Disclaimer Please note, only candidates who meet specific language proficiency scores will be able to proceed on this campaign, this supersedes any other pass mark you may receive. Where you pass the assessment but not the above requirements we will endeavour to find other suitable roles for you however this may not be possible, in this instance we reserve the right to reject your application.
This advertiser has chosen not to accept applicants from your region.
2
Talent Acquisition Specialist - Financial Services
BS1 3AG Bristol, South West
£30000 Annually
WhatJobs
Posted 3 days ago
Job Viewed
Job Description
A prominent financial services institution is seeking a proactive and experienced Talent Acquisition Specialist to join their reputable team in Bristol, South West England, UK . This role is office-based, offering a fantastic opportunity to engage directly with hiring managers and candidates within a fast-paced and professional environment. You will be responsible for the end-to-end recruitment process for a variety of roles within the financial services sector, from entry-level positions to senior management. The ideal candidate will possess a strong understanding of recruitment best practices, excellent sourcing skills, and a keen eye for identifying top talent. You will build and maintain robust talent pipelines, manage candidate communications, and ensure an exceptional candidate experience throughout the hiring journey. Key responsibilities include partnering closely with hiring managers to understand their specific needs, developing effective recruitment strategies, and utilising a range of sourcing tools and techniques, including job boards, social media, and professional networks. You will conduct initial screenings, coordinate interviews, and manage the offer process. Building strong relationships with internal stakeholders and external candidates is paramount. Success in this role requires exceptional organisational skills, attention to detail, and the ability to manage multiple requisitions simultaneously. A proactive approach to identifying passive candidates and a passion for connecting talent with opportunity are essential. You will contribute to employer branding initiatives and provide market intelligence on talent trends. If you are a dedicated recruitment professional looking for a challenging and rewarding career move within the vibrant financial services industry, this is an excellent opportunity to grow and develop.
Qualifications:
Qualifications:
- Proven experience in talent acquisition or recruitment, preferably within financial services.
- Strong understanding of recruitment lifecycle and best practices.
- Excellent sourcing and candidate engagement skills.
- Proficiency with Applicant Tracking Systems (ATS) and recruitment software.
- Exceptional communication, interpersonal, and negotiation skills.
- Ability to manage multiple priorities and deadlines effectively.
- Strong organizational skills and attention to detail.
- Bachelor's degree in Human Resources, Business Administration, or a related field is preferred.
This advertiser has chosen not to accept applicants from your region.
3
Lead Data Scientist - Financial Services
BS1 4SX Bristol, South West
£90000 Annually
WhatJobs
Posted 3 days ago
Job Viewed
Job Description
Our client, a forward-thinking financial services firm, is seeking an experienced Lead Data Scientist to spearhead their data science initiatives. This is a fully remote opportunity, allowing you to contribute from anywhere in the UK. You will be responsible for developing and deploying advanced analytical models and machine learning solutions to drive business insights, enhance customer experiences, and optimize operational efficiency. Your role will encompass:
The ideal candidate will hold a Master's or PhD in Computer Science, Statistics, Mathematics, or a related quantitative field, with a minimum of 7 years of progressive experience in data science, including significant experience in a leadership or lead role. Proven expertise in statistical modeling, machine learning, deep learning, and data mining techniques is essential. Strong programming skills in Python or R, along with experience with SQL and big data technologies (e.g., Spark, Hadoop), are required. Familiarity with cloud platforms (AWS, Azure, GCP) and MLOps practices is highly desirable. Excellent communication, presentation, and stakeholder management skills are crucial for success in this remote leadership position. This is a significant opportunity to make a strategic impact on a dynamic financial organization, contributing to data-driven innovation remotely, with a connection to the financial ecosystem in Bristol, South West England, UK .
- Leading a team of data scientists in the development and implementation of predictive models, machine learning algorithms, and data-driven solutions.
- Defining the data science roadmap and strategy in alignment with business objectives.
- Extracting, cleaning, and transforming large, complex datasets from various sources.
- Applying advanced statistical techniques and machine learning methodologies to solve business problems in areas such as fraud detection, credit scoring, customer segmentation, and risk management.
- Developing and deploying scalable machine learning models into production environments.
- Communicating complex analytical findings and recommendations to both technical and non-technical stakeholders, including senior management.
- Staying at the cutting edge of data science research and technologies, evaluating and introducing new tools and techniques.
- Mentoring and guiding junior data scientists, fostering a collaborative and innovative team environment.
- Collaborating with engineering and product teams to integrate data science solutions into core business processes.
- Ensuring the ethical and responsible use of data and AI.
The ideal candidate will hold a Master's or PhD in Computer Science, Statistics, Mathematics, or a related quantitative field, with a minimum of 7 years of progressive experience in data science, including significant experience in a leadership or lead role. Proven expertise in statistical modeling, machine learning, deep learning, and data mining techniques is essential. Strong programming skills in Python or R, along with experience with SQL and big data technologies (e.g., Spark, Hadoop), are required. Familiarity with cloud platforms (AWS, Azure, GCP) and MLOps practices is highly desirable. Excellent communication, presentation, and stakeholder management skills are crucial for success in this remote leadership position. This is a significant opportunity to make a strategic impact on a dynamic financial organization, contributing to data-driven innovation remotely, with a connection to the financial ecosystem in Bristol, South West England, UK .
This advertiser has chosen not to accept applicants from your region.
4
Senior Agile Delivery Lead - Financial Services
BS1 Bristol, South West
£70000 Annually
WhatJobs
Posted 3 days ago
Job Viewed
Job Description
Our client, a leading digital transformation consultancy, is seeking an experienced Senior Agile Delivery Lead to spearhead complex technology projects for high-profile clients in the financial services sector. This is a fully remote, strategic position that requires exceptional leadership, a deep understanding of Agile methodologies, and a proven track record of delivering large-scale software solutions. The successful candidate will be instrumental in guiding cross-functional teams, fostering collaboration, and ensuring the successful and timely delivery of transformative digital products.
Responsibilities:
Qualifications:
Responsibilities:
- Lead the end-to-end delivery of complex software development projects using Agile frameworks (Scrum, Kanban).
- Facilitate Agile ceremonies, including sprint planning, daily stand-ups, sprint reviews, and retrospectives.
- Manage project scope, timelines, and resources effectively, ensuring clear communication with stakeholders at all levels.
- Identify and mitigate project risks and dependencies, proactively resolving impediments to team progress.
- Coach and mentor project teams, promoting a culture of continuous improvement, collaboration, and high performance.
- Work closely with Product Owners to ensure a clear and prioritized product backlog.
- Oversee the integration of various technical components and ensure seamless deployment processes.
- Foster strong relationships with clients and internal stakeholders, managing expectations and ensuring satisfaction.
- Contribute to the continuous improvement of Agile processes and best practices within the organization.
- Drive the adoption of Agile principles and practices across delivery teams.
Qualifications:
- Bachelor's degree in Computer Science, Information Technology, Business, or a related field.
- Minimum of 8 years of experience in project or program management, with at least 5 years focused on Agile delivery in the financial services industry.
- Certified Scrum Professional (CSP), SAFe Agilist, or similar Agile certifications.
- Proven experience delivering complex, multi-disciplinary software projects.
- Strong understanding of the software development lifecycle (SDLC) and CI/CD principles.
- Exceptional leadership, communication, and interpersonal skills.
- Demonstrated ability to manage stakeholder expectations and navigate complex organizational structures.
- Experience with project management tools such as Jira, Confluence, or Azure DevOps.
- Ability to thrive in a fully remote, fast-paced, and dynamic environment.
- Experience in a consultancy setting is highly desirable.
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Investment firms Jobs in Bristol !
5