85 Investment Management jobs in the United Kingdom

Business Analyst Role - Hybrid / Moorgate - 6 month Contract - Investment management

Role - Business Analyst

Duration - 6 months

Location - Remote / Moorgate - 50% of the time in the office

Rate - 450 per day (Inside IR35)

Experience -

• Facilitation of process workshops to engage SME's to elicit and capture process information, and playback of documented process flows
• Evidence of a structured approach to analysis and documentation, using recognised tools and techniques such as Visio/Blueworks/ARIS, and BPMN/EPC
• Extensive experience of business process analysis and modelling
• Business process reengineering demonstrating and understanding the drivers for process improvement, and use standard techniques such as Lean, SixSigma to redesign the process
• Use of process metrics to drive process improvement and reduce risk
• Experience of investment and / or asset management operations
• Sound understanding of IT software and infrastructure
• Ability to work independently and with others
• Extremely organised with strong time-management skills

GCS is acting as an Employment Business in relation to this vacancy.

Our Client

An established and widely known Wealth Management firm servicing Investment Management needs toHigh-Net-Worth Clients.

The Role

This is a fantastic opportunity for a driven and efficient Investment Administrator to provide first class administrative support to Investment Managers in the Newcastle office.

Keeping up with daily Investment Management administration tasks with the ongoing moni.

WHJS1_UKTJ

About Low Carbon

Low Carbon is a purpose driven company that creates large-scale renewable energy in the global fight against climate change. Our mission is to protect the planet for future generations while delivering positive returns for our communities and investors. Our goal is to produce as much new renewable energy as possible while limiting our own environmental impact. We do this by developing, investing in, and operating large-scale renewable energy projects across the globe.

Our partnership with the Massachusetts Mutual Life Insurance Company (MassMutual) is enabling us to accelerate the deployment of large-scale renewable energy and underpins our ambition to transform the global energy sector from fossil fuels to zero carbon.

All of us at Low Carbon know that trust is a vital component of the climate fight. We are a long-standing certified B-Corporation, a reflection of our fundamental ethos to balance the needs of the environment and society with our bottom line.

We are extremely proud of the highly professional and talented team at Low Carbon.  We have built a positive learning culture that incorporates respect, trust, collaboration, and a shared passion to combat climate change.  It is an open, friendly and supportive environment, and we are proud to say we work here. As we grow, we are committed to increasing diversity in the team, and continuing to foster an inclusive environment where we can learn from each other.

The Fund Management Team

Low Carbon is looking to appoint an Associate Intern within the Fund Management team who will report directly to an Investment Manager, and support the wider team. Low Carbon Investment Management is an FCA accredited manager that makes investments into late-stage renewables assets on behalf of third parties. LCIM is currently raising its first fund – Low Carbon Renewables Fund (“LCRF”) – with a target size €500m, first close targeted in 1H 2024 and over 1GW of seed assets secured.

Key Responsibilities

Support the execution of new investment transactions (Primary responsibilities)

• Develop an understanding of the investment criteria of LCIM fund mandates
• Lead country and renewable technology sector research activities and feed this into MD, ID and IM investment sourcing activities
• Support IMs, IDs and MDs in the analysis and evaluation of new investment opportunities, including financial analysis, risk and counterparty analysis, relevant industry research:
• Build and modify financial models for investment opportunities, including complex operational, investment structuring and debt financing structures
• Prepare investment committee papers supporting new investments, new projects or other material investment decisions
• Project manage due diligence workstreams, assist IMs and IDs to critically review the work of third-party advisors
• Contribute to the review of transaction documentation and transaction funding
• Contribute to the sourcing of new investment opportunities

Monitor the performance of portfolio investments (secondary responsibilities)

• Lead the preparation of internal and investor reporting and valuation for portfolio investments, including ownership of investment model
• Collect and review financial and other information from portfolio companies in order to monitor progress
• Liaise with portfolio companies on ongoing corporate actions, collection of fees and dividends, redemptions etc.

Desired Outcomes

• Quickly develop an understanding of the LCIM strategy and its investment criteria, including performance metrics, sectoral and geographic focus
• Build strong internal relationships and become a key part of the team
• Begin to assist IMs, IDs and MDs in analysing investment opportunities and supporting fund raising activities
• Support IMs, IDs and MDs in analysing and presenting investment opportunities to Investment Committee

The Candidate

Our ideal candidate will have the following characteristics:

• A strong analytical tool kit (qualitative and quantitative) with strong conceptual thinking and problem-solving skills
• Experience in financial modelling & managing DD processes
• Be driven, dynamic, forward thinking, innovative and agile; and be comfortable working in a fast paced, adaptable environment
• Based in the UK, happy, willing & able to travel to the LCIM target geographies and comfortable operating within those cultures
• A personal interest and understanding of renewables and climate change coupled with a deep appreciation for investing

Professional Skills & Experience Required

• Advanced knowledge of MS Excel, Word and PowerPoint. Experience in building cashflow models including complex project financing and investment structures and advanced valuation concepts
• Experience in corporate finance advisory, investment management, investment banking or strategy consultancy (Preferably investment bank or boutique investment banks)
• Experience in buyside M&A / energy / infrastructure would be highly regarded

Our Compensation and Benefits

• Competitive salary
• 26 days holiday + your birthday off (pro-rata for the duration of your internship)
• Lots of office social events
• Working in newly fit-out offices in Central London
• Get to work with an experienced, talented team of renewable energy professionals
• Be a part of a dynamic, entrepreneurial mission driven culture
• Make your unique contribution to the fight against climate change

WHJS1_UKTJ

Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation

My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience)

Key areas

• Proven background in the delivery of Wealth Management platforms
• Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according to agreed principles
• Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers / partners relationships at senior levels.
• Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme.
• Identify, mitigate and communicate risks and issues that have the potential to impact the programme or the business.
• Support the Head of Delivery by providing regular communication and information to enable effective decision making.
• Carry out line management of associated change delivery staff.
• Work closely with the Transformation Office and Head of Delivery to enable them to maintain an accurate plan of the Change Programme and identify and monitor required resource and financials.

If you hit the criteria for the role - please send me your profile for review.

Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation

My leading wealth management client is looking for a Programme Manager to work on assisting the business in the building and launching of commercial platforms across the group. You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience)

Key areas

• Proven background in the delivery of Wealth Management platforms
• Ability to deliver assigned programmes in accordance with the programme lifecycle and risk management process, ensuring decisions are made according to agreed principles
• Excellent Stakeholder Management : Through programme delivery, build and maintain effective stakeholder and external technology suppliers / partners relationships at senior levels.
• Provide control, planning, direction, oversight, monitoring and reporting of the assigned programme and all projects or workstreams within the assigned programme.
• Identify, mitigate and communicate risks and issues that have the potential to impact the programme or the business.
• Support the Head of Delivery by providing regular communication and information to enable effective decision making.
• Carry out line management of associated change delivery staff.
• Work closely with the Transformation Office and Head of Delivery to enable them to maintain an accurate plan of the Change Programme and identify and monitor required resource and financials.

If you hit the criteria for the role - please send me your profile for review.

The Company

A highly regarded boutique Investment Management Company

The Role

This is a fantastic opportunity for a Tax Assistant to take responsibility in supporting the Tax Reporting Manager in a variety of tax reporting administrative and data collection tasks.

The Tax Assistant will help with the management of the tax reporting inbox, ensuring all queries are dealt with efficiently. Assisting with.

WHJS1_UKTJ

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.

We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.

Specifically you'll:

Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.

We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems.  It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.

Great salary and company benefits are offered with this role.

Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.

Key Duties:

• Provide comprehensive administrative support to the financial planning team.
• Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
• Maintain and update client records and financial databases efficiently.
• Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
• Contribute to continuous improvement projects aimed at enhancing company processes and services.

What we are looking for:

We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.

On Offer:

• Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
• 23 days holiday plus bank holiday, increasing with length on service.
• Group Life Cover
• Group income protection
• Wellness programmes
• Paid Sick leave
• Ongoing support and training

Please note this role is fully office based with no remote working.

If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.