257 Investment Management jobs in the United Kingdom

Senior Investment Analyst - Wealth Management

SO14 2AA Southampton, South East £70000 Annually WhatJobs

Posted 13 days ago

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Job Description

full-time
Our client, a distinguished private banking and wealth management firm, is seeking a highly analytical and driven Senior Investment Analyst to join their esteemed team in **Southampton, Hampshire, UK**. This role is critical in providing in-depth market research, investment analysis, and strategic recommendations to support portfolio management and client advisory services. The ideal candidate will possess a strong understanding of financial markets, asset allocation, and investment products, coupled with exceptional quantitative and qualitative analysis skills. You will play a key part in shaping investment strategies and ensuring optimal client outcomes in a dynamic financial landscape.

Responsibilities:
  • Conduct comprehensive research and analysis of global financial markets, economic trends, and investment opportunities.
  • Evaluate various asset classes, including equities, fixed income, alternatives, and derivatives.
  • Develop and maintain financial models to forecast market performance and assess investment risks.
  • Provide strategic recommendations for portfolio construction and asset allocation to portfolio managers and advisors.
  • Prepare detailed investment reports, presentations, and market commentaries for internal and external stakeholders.
  • Monitor portfolio performance, identify deviations from strategy, and recommend corrective actions.
  • Conduct due diligence on investment products and fund managers.
  • Stay current with regulatory changes and industry best practices impacting wealth management.
  • Collaborate with relationship managers to understand client needs and tailor investment solutions.
  • Contribute to the firm's investment committee meetings and strategy discussions.

Qualifications:
  • Master's degree in Finance, Economics, or a related quantitative field.
  • CFA charterholder or progress towards the charter is highly desirable.
  • Minimum of 5 years of relevant experience in investment analysis, portfolio management, or wealth management.
  • Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
  • In-depth knowledge of diverse investment products and strategies.
  • Strong understanding of macroeconomic principles and their impact on financial markets.
  • Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
  • Proficiency in financial databases (e.g., Bloomberg, Refinitiv Eikon) and analytical software.
  • Ability to work independently and as part of a collaborative team in a fast-paced environment.
  • High level of attention to detail and commitment to accuracy.
This is an exceptional opportunity for a talented analyst to advance their career within a prestigious financial institution. Join our client in **Southampton, Hampshire, UK**, and contribute to excellence in wealth management and investment strategy.
This advertiser has chosen not to accept applicants from your region.

Investment Management Portfolio Associate

London, London £300 - £350 Daily Adecco

Posted 3 days ago

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Job Description

temporary

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

  • Assisting with daily trading activities, FX processing, and administrative tasks.
  • Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
  • Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
  • Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

  • Solid knowledge of financial markets and investment operations processes.
  • Exceptional written and verbal communication skills.
  • Strong analytical abilities and a keen technical insight.
  • A highly motivated self-starter who thrives in a teamwork-oriented environment.
  • Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

This advertiser has chosen not to accept applicants from your region.

Investment Management Portfolio Associate

EC1 London, London Adecco

Posted 3 days ago

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Job Description

temporary

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

  • Assisting with daily trading activities, FX processing, and administrative tasks.
  • Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
  • Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
  • Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

  • Solid knowledge of financial markets and investment operations processes.
  • Exceptional written and verbal communication skills.
  • Strong analytical abilities and a keen technical insight.
  • A highly motivated self-starter who thrives in a teamwork-oriented environment.
  • Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

This advertiser has chosen not to accept applicants from your region.

Investment Management - Project Manager

London, London Qh4 Consulting

Posted 2 days ago

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Job Description

Project Manager – Investment Management (Buy-Side)


A leading global Investment Manager is seeking an experienced Project Manager to deliver front-to-back change initiatives. The first assignment will focus on risk and performance projects, with responsibility for overseeing a growing change team that is set to double from 10 to 20 people.

This position follows a hybrid working model, with three days per week in the office.


Key Responsibilities:


  • Lead the delivery of complex projects, initially across risk and performance.
  • Manage and scale a project team, driving growth from 10 to 20 members.
  • Partner with portfolio managers, risk, performance, operations, and technology teams to ensure business priorities are met.
  • Establish and maintain project governance, tracking milestones, risks, and dependencies.
  • Ensure timely, high-quality delivery across multiple workstreams.


Key Requirements:

  • Proven experience as a Project Manager within asset management / buy-side.
  • Track record delivering projects in risk, performance, or related front office functions.
  • Strong leadership skills with experience growing and managing teams.
  • Excellent stakeholder management and communication skills, including senior-level engagement.
  • Good understanding of the investment management lifecycle and operating environment.


Why Join?

This is an opportunity to lead critical initiatives within a global investment manager and build a high-performing project team at scale.

This advertiser has chosen not to accept applicants from your region.

Investment Management - Project Manager

Qh4 Consulting

Posted 2 days ago

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Job Description

Project Manager – Investment Management (Buy-Side)


A leading global Investment Manager is seeking an experienced Project Manager to deliver front-to-back change initiatives. The first assignment will focus on risk and performance projects, with responsibility for overseeing a growing change team that is set to double from 10 to 20 people.

This position follows a hybrid working model, with three days per week in the office.


Key Responsibilities:


  • Lead the delivery of complex projects, initially across risk and performance.
  • Manage and scale a project team, driving growth from 10 to 20 members.
  • Partner with portfolio managers, risk, performance, operations, and technology teams to ensure business priorities are met.
  • Establish and maintain project governance, tracking milestones, risks, and dependencies.
  • Ensure timely, high-quality delivery across multiple workstreams.


Key Requirements:

  • Proven experience as a Project Manager within asset management / buy-side.
  • Track record delivering projects in risk, performance, or related front office functions.
  • Strong leadership skills with experience growing and managing teams.
  • Excellent stakeholder management and communication skills, including senior-level engagement.
  • Good understanding of the investment management lifecycle and operating environment.


Why Join?

This is an opportunity to lead critical initiatives within a global investment manager and build a high-performing project team at scale.

This advertiser has chosen not to accept applicants from your region.

Financial Controller - Investment Management

London, London JSS Search

Posted 2 days ago

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Job Description

Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.


Responsibilities:


  • Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
  • Quarterly accounts and investor reporting;
  • Transaction and deal support.
  • Monitor and review transactions including capital calls, distribution calculations and notices;
  • Review management fee and carry calculations;
  • Assist with forecasting of liquidity requirements for SPV entities;
  • Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
  • Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
  • Develop an understanding of investment holding structures and ensure these are maintained correctly.
  • Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
  • Work with the SPV administrators to ensure investors receive timely financial information and reporting.
  • Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
  • Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.


Qualifications:


  • Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
  • Qualified ACA/ ACCA/ CA
This advertiser has chosen not to accept applicants from your region.

Financial Controller - Investment Management

JSS Search

Posted 2 days ago

Job Viewed

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Job Description

Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.


Responsibilities:


  • Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
  • Quarterly accounts and investor reporting;
  • Transaction and deal support.
  • Monitor and review transactions including capital calls, distribution calculations and notices;
  • Review management fee and carry calculations;
  • Assist with forecasting of liquidity requirements for SPV entities;
  • Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
  • Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
  • Develop an understanding of investment holding structures and ensure these are maintained correctly.
  • Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
  • Work with the SPV administrators to ensure investors receive timely financial information and reporting.
  • Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
  • Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.


Qualifications:


  • Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
  • Qualified ACA/ ACCA/ CA
This advertiser has chosen not to accept applicants from your region.
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Business Analyst - Asset Management / Investment Management – Regulatory Change

psd group

Posted 2 days ago

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Job Description

Business Analyst – Asset Management / Investment Management – Regulatory Change

£80,000-£100,000 per annum


Our client is a Leading and Growing Asset Management company based in the City and is looking for a Business Analyst to join their Change Team. The role will focus on regulatory change projects including sustainability (SFDR, SDR, TCFD). The successful candidate will bring strong analytical thinking, a collaborative mindset, and a genuine interest in solving complex problems and improving processes. In return, you’ll gain exposure to a wide range of initiatives and stakeholders, with plenty of opportunities to develop your skills and make a meaningful impact.


Specific Responsibilities:

  • Analyse and document current business processes, identifying opportunities for improvement across systems, teams, and workflows.
  • Evaluate solution options through structured risk, cost, and benefit analysis to support informed decision-making.
  • Perform business process modelling and requirements definition for complex initiatives, ensuring alignment with business goals and technical feasibility.
  • Collaborate with cross-functional Scrum teams to translate business needs into actionable user stories and acceptance criteria.
  • Support the adoption of consistent analysis and modelling standards across the organisation.
  • Facilitate workshops and discovery sessions to scope and prioritise initiatives, ensuring stakeholder alignment.
  • Identify barriers to change—whether operational, technical, or organisational—and propose practical, people-aware solutions.
  • Contribute to the continuous improvement of the business analysis practice by sharing insights, refining approaches, and championing best practices.


Experience Required:

  • Demonstrable experience as a Business Analyst, with a track record of delivering impactful change across multiple business areas.
  • A background in Asset Management with experience of working on regulatory change projects.
  • A commercial and customer-focused mindset, with the ability to balance strategic goals and operational realities.
  • Strong collaboration skills, with experience working closely with cross-functional Scrum teams including developers, testers, and product owners.
  • Comfort and capability in delivering projects that involve both business change and technology change.
  • Expertise in business process modelling, requirements gathering, and translating complex concepts into actionable insights.
  • Experience working on data-driven initiatives or digital transformation projects is a plus.
  • SQL, Excel, BPMN, PowerPoint and PowerBI skills are highly desirable but not essential.
This advertiser has chosen not to accept applicants from your region.

Business Analyst - Asset Management / Investment Management – Regulatory Change

London, London psd group

Posted 2 days ago

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Job Description

Business Analyst – Asset Management / Investment Management – Regulatory Change

£80,000-£100,000 per annum


Our client is a Leading and Growing Asset Management company based in the City and is looking for a Business Analyst to join their Change Team. The role will focus on regulatory change projects including sustainability (SFDR, SDR, TCFD). The successful candidate will bring strong analytical thinking, a collaborative mindset, and a genuine interest in solving complex problems and improving processes. In return, you’ll gain exposure to a wide range of initiatives and stakeholders, with plenty of opportunities to develop your skills and make a meaningful impact.


Specific Responsibilities:

  • Analyse and document current business processes, identifying opportunities for improvement across systems, teams, and workflows.
  • Evaluate solution options through structured risk, cost, and benefit analysis to support informed decision-making.
  • Perform business process modelling and requirements definition for complex initiatives, ensuring alignment with business goals and technical feasibility.
  • Collaborate with cross-functional Scrum teams to translate business needs into actionable user stories and acceptance criteria.
  • Support the adoption of consistent analysis and modelling standards across the organisation.
  • Facilitate workshops and discovery sessions to scope and prioritise initiatives, ensuring stakeholder alignment.
  • Identify barriers to change—whether operational, technical, or organisational—and propose practical, people-aware solutions.
  • Contribute to the continuous improvement of the business analysis practice by sharing insights, refining approaches, and championing best practices.


Experience Required:

  • Demonstrable experience as a Business Analyst, with a track record of delivering impactful change across multiple business areas.
  • A background in Asset Management with experience of working on regulatory change projects.
  • A commercial and customer-focused mindset, with the ability to balance strategic goals and operational realities.
  • Strong collaboration skills, with experience working closely with cross-functional Scrum teams including developers, testers, and product owners.
  • Comfort and capability in delivering projects that involve both business change and technology change.
  • Expertise in business process modelling, requirements gathering, and translating complex concepts into actionable insights.
  • Experience working on data-driven initiatives or digital transformation projects is a plus.
  • SQL, Excel, BPMN, PowerPoint and PowerBI skills are highly desirable but not essential.
This advertiser has chosen not to accept applicants from your region.

Senior Financial Controller - Investment Management

G1 1AA Glasgow, Scotland £75000 Annually WhatJobs

Posted 3 days ago

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Job Description

full-time
Our client, a prestigious financial services firm, is seeking an accomplished Senior Financial Controller to oversee accounting operations and financial reporting for their investment management division in Glasgow, Scotland, UK . This hybrid role offers a blend of in-office collaboration and remote flexibility, supporting the strategic financial direction of the company. The ideal candidate will possess a strong understanding of investment accounting principles, regulatory compliance, and financial analysis within the asset management industry.

Key Responsibilities:
  • Manage the day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
  • Prepare and review monthly, quarterly, and annual financial statements in accordance with relevant accounting standards (e.g., IFRS, GAAP).
  • Oversee the financial planning and analysis process, including budgeting, forecasting, and variance analysis.
  • Ensure compliance with all regulatory requirements, including FCA regulations and tax laws.
  • Develop and implement internal controls to safeguard company assets and ensure the accuracy of financial reporting.
  • Manage relationships with external auditors, providing necessary documentation and support.
  • Lead the financial integration of new business initiatives or acquisitions.
  • Mentor and develop the accounting team, fostering a culture of high performance and continuous improvement.
  • Provide insightful financial reporting and analysis to senior management to support strategic decision-making.
  • Evaluate and enhance accounting systems and processes for efficiency and accuracy.
  • Reconcile complex balance sheet accounts and ensure their accuracy.
  • Assist with treasury functions, including cash management and investment oversight.
Qualifications:
  • Qualified Accountant (e.g., ACA, ACCA, CIMA, CPA) with a proven track record in financial control.
  • Minimum of 6 years of relevant accounting experience, preferably within the financial services or investment management sector.
  • In-depth knowledge of investment accounting principles, fund accounting, and financial instruments.
  • Strong understanding of UK GAAP and IFRS.
  • Experience with regulatory reporting for financial services firms.
  • Proficiency in financial accounting software (e.g., SAP, Oracle) and advanced Excel skills.
  • Excellent analytical, problem-solving, and critical thinking abilities.
  • Strong leadership and team management skills.
  • Excellent communication and interpersonal skills, with the ability to liaise effectively with stakeholders at all levels.
  • Experience with hybrid working models and effective remote collaboration tools.
  • High level of integrity and attention to detail.
  • Familiarity with tax compliance and reporting.
This is an excellent opportunity for a seasoned accounting professional to play a pivotal role in a growing financial institution.
This advertiser has chosen not to accept applicants from your region.
 

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