Financial Controller - Investment Management

London, London JSS Search

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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 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate. Qualified ACA/ ACCA/ CA
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Investment & Asset Management - Living

London, London Cobalt Recruitment

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Investment & Asset Management, Living Sectors Associate / Senior Associate London West End I am working with a global leader in their search for an Investment & Asset Manager. This is a versatile, and holistic role which combines the full deal cycle, and analysis, alongside proactive value add asset management. As such, it is a brilliant fit for a candidate seeking a varied role which encompasses the full real estate lifecycle - who is both transaction minded and numerate, both also enjoys strategically added value to assets. Every team member of this company enjoys an autonomous and agile environment, but combined with excellent sources of capital and an established track-record. About The Role Investment Analysis & Execution Analyse and underwrite potential acquisitions and development opportunities for seniors housing. Conduct detailed financial modelling, including valuations, pro forma cash flow analyses, and return assessments. Participate in the full transaction cycle, including market research, due diligence, structuring, and closing. Asset Management Collaborate with the Asset Management and Investment team leaders to optimize portfolio performance. Conduct site visits to evaluate property operations, marketing, and sales processes, identifying and addressing issues or opportunities with operational partners. Monitor and evaluate local market conditions to influence pricing strategies and drive occupancy. Assist in reviewing monthly operator performance, variance analyses, and strategic planning. Strategic Collaboration & Presentation Partner with internal teams to analyse demographics and psychographics of target markets. Prepare and present investment committee materials, highlighting underwriting, risks, due diligence, and transaction strategies. Develop and implement business plans, budgets, and financial analyses to support strategic objectives. Minimum Requirements Bachelor’s degree in Real Estate, Finance, Economics, or similar business or analytical field required. Established relevant work experience in commercial real estate or healthcare investing, lending, investment banking, or investment sales. Proficiency in real estate modeling including valuations, returns, and waterfall distributions Intermediate/Advanced proficiency in Microsoft Excel required Strong analytical, communication, and relationship-building skills. What This Firm Offer Competitive Base Salary Annual Bonus Pension Scheme Profit Sharing Program Employee Stock Purchase Program Comprehensive and progressive Medical/Dental/Vision options Professional Growth And much more!
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Business Analyst - Asset Management / Investment Management – Regulatory Change

London, London psd group

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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.
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Risk & Compliance Specialist - Investment Management

London, London Davies Talent Solutions

Posted 7 days ago

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Our client, one of the UK’s largest asset managers with ambitions to double AUM, are looking to appoint an experienced Fund Compliance Specialist in a broad and rewarding role, covering both assurance and advisory activities.
 
Reporting directly to the Head of Risk & Compliance, the role will also support the firm’s wider strategic ambitions, including through engagement in the development of exciting new propositions. This is an opportunity to join a dynamic and ambitious firm in a varied Compliance role with exposure to senior stakeholders, both internally and externally.
 
You will:
  • Advise business areas on recommended control improvement actions.
  • Provide investment risk and compliance consultancy to key stakeholders
  • Lead on second line engagement change initiatives.
  • Support the Head of Risk and Compliance in the development and delivery of the Compliance Plan.
  • Review daily risk measurement checks (e.g. Derivative exposures; fund compliance with VaR limits, VaR back-testing overshoots and Liquidity thresholds)
  • Act as the risk and compliance contact for error and breach identification, resolution, trend analysis and escalation.
  • Liaise with the Depositary to complete regulatory and best practice obligations.
 
The ideal candidate will have demonstrable Compliance experience in the investment management sector, particularly in an ACD business; Strong understanding and experience of 2LoD compliance monitoring techniques and regulatory requirements, including investment principles, investment types and portfolio liquidity; Excellent communication skills, with an ability to influence, facilitate and negotiate.
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Senior Manager - Asset & Wealth Management

London, London McCabe & Barton

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permanent
Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will look at consultants with other financial services experience too. You will need a strong understanding of Target Operating Model Design (TOM), and have worked on a range of complex Business Change programmes within Financial Services. This is a permanent position (hybrid working) and it is offering a base of circa £100,000 (depending on experience) an excellent benefits package. To be considered for this role you will need some of the following; Must have consulting / advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project / Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are an experienced Senior Manager with the required background, please respond to this ad in the first instance with an up to date version of your CV for review.
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Investment Management, PE and VC Private Markets

London, London psd group

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We are recruiting for a Fund Management business in London who invest in a range of sectors and specialisms, including real estate, infrastructure, renewables, private equity, private credit and venture capital. Within those broad strategies, they invest across a range of sectors depending on mandate, geography, and risk/return profile. We are seeking an experienced Investment Manager across Private Markets, including real estate and infrastructure investments Undertaking high-quality due diligence on potential new investments in line with the fund strategic goals. Monitoring portfolio performance and undertake detail market analysis to support strong portfolio performance. To play a key part in sourcing investments and ensuring effective portfolio execution. Presenting and reporting to Investment committee on new investments and portfolio performance. Supporting on initiatives in private equity co-investments and venture capital transactions Investigate new areas for potential PE / VC Investment The person You will need experience in private equity co-investment across broad asset classes, ideally including real estate, renewables and infrastructure. Strong numerical, valuation, and investment modelling skills. A good understanding of asset classes and macro-economic trends A track record in preparing investment reports and presenting recommendations Strong analytical skills with the ability to work independently A collaborative mindset with effective communication skills with a detail-oriented approach to investment research and monitoring.
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Senior Legal Counsel, Global Investment Management Firm

London, London Simmons & Hanbury

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Our client Our client is a leading Global Investment Management firm. They are seeking a Senior Legal Counsel to work within a small and busy team of senior in-house lawyers. The individual carrying out this role will support the investment, operational and governance activities of the firm supporting stakeholders across all levels of seniority. Key responsibilities Reviewing, negotiating and advising on contracts specific to investing and trading in public markets and securities (such as, counterparty terms of business, trading master agreements, securities lending agreements and custody agreements) Occasionally Advising on transactions relating to private investments Reviewing, negotiating and advising on a broad range of service provider contracts relating to the firm’s operations, infrastructure and technology framework Ad-Hoc regulatory advice as required. Experience requirements: A solicitor with between 7 year post-qualification experience The successful candidate will have an in-house background working in financial services, ideally on the buyside. Experience in capital markets or experience with counterparties would be an advantage. A strong academic background (at least a Bachelor’s degree), with solicitor training completed in a top tier law firm. Due to the high volume of applications, if you haven’t heard back from the team on this role, unfortunately, your application has been unsuccessful. If your profile matches any of our other opportunities, one of our consultants will be in touch. About Simmons & Hanbury Simmons & Hanbury is a specialist executive search firm that sources and secures the best human capital and future leaders for our clients. We provide an integrated international service to support our clients across the globe, from our group headquarters based in the heart of the City of London. We support some of the most prestigious organisations in the world, across financial services, commerce & industry, and professional services. Our services include executive search, interim solutions and market intelligence within the Legal, Compliance, Corporate Governance and Human Resources practice areas. We are committed to creating an inclusive and accessible recruitment process for all candidates. If you require any reasonable adjustments to participate in the application process, please reach out directly. We welcome discussions about your needs and endeavour to provide support to ensure a positive experience.
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Senior Manager, Investment Management & Wealth Data Architect - AI & Data, Technology & Transfo[...]

London, London Deloitte LLP

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If you’re looking for a role in a fast paced, exciting environment where you can make a big impact in Investment Management and Wealth, and you are passionate about investment data and architecture, then this is the role for you. You will benefit from early client exposure and work alongside the top practitioners in our field. You will develop quickly, adding real value to clients and build your own credibility and brand in the industry from an early stage, in turn making an impact that matters.

Connect to your career at DeloittenDeloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte?It’show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, we

lead the way , serve with integrity ,

take care of each other

, fosterinclusion , and collaborate for measurable impact . These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost .

Connect to your opportunitynYour role will include:

Managing teams to deliver data strategies and assessment of investment data architecture artefacts, identifying and quantifying inefficiencies, and contributing to the design and implementation of improvements.

Managing the development of compelling proposals and pitches that showcase innovative solutions for enhancing clients' operating models.

Managing the development of business cases, identifying cost-saving opportunities, and collaborating with senior team members to deliver sustainable results for clients.

Conducting methodical research, analysing large qualitative and quantitative data sets, and shaping recommendations with support from experienced consultants.

Managing the evaluation and application of emerging technologies and innovative approaches to shape strategy, design operating models, define principles and roadmaps, and contribute to the delivery of transformation initiatives.

Contributing to strategic and operational reviews of organisations or specific functions, working as part of a team to analyse processes at various levels.

Assisting in organising insights and developing compelling narratives to effectively communicate recommendations to clients.

Connect to your skills and professional experiencenConsulting or equivalent experience, including:

Strong understanding of data solutions and existing market data platforms, including data modelling, data management, data quality, master data management, reference data, reporting and visualisation, analytics and self-service business intelligence or equivalent.

Experience in data solution architecture e.g. establishing design principles, defining solution patterns while following architecture methodologies or equivalent.

Experience developing a ‘common language for data’, including data models (all types), data dictionaries, data vocabularies, taxonomies or ontologies.

Demonstrate a strong understanding of data modelling principles and familiarity with processes, policies and any of the key data modelling tools.

Excellent problem solving and analytical skills.

Solid executive-level stakeholder interaction using clear communications and be able to form strong client relationships.

Experience and expertise in functional areas in Investments and Wealth Management, such as (not all): Financial product, Wealth management products, trading and execution, portfolio management, derivatives, risk modelling/monitoring, pricing, market data, custodian systems, ESG data solutions, third party data and risk systems (Bloomberg, MSCI, Sand P, Refinitiv, Charles River, Fitch, IHS Markit, SnowFlake, Denodo).

Experience of contributing to proposal writing, presentations and supporting pre-sales activities.

Manager experience as a leader of people in workstream, providing dynamic day-to-day leadership that nurtures and develops junior talent, creating effective data teams.

Experience in engaging with both Business and IT stakeholders to document business outcomes and objectives for large-scale solutions and programmes.

Led data design workshops, including defining client requirements, document data models and reviewing output with stakeholders.

Experience in working with peers and senior enterprise solution/data architects to align data architecture blueprints across different business units and geographies.

Be able to assimilate and apply new techniques and knowledge to achieve business outcomes.

Experience of leading multi-disciplinary teams in fast-paced project environments and demonstrate personal resilience.

Ability to manage ‘go-to-market’ activities such as responding to RFI / RFPs and developing high-quality proposal materials.

Work within an inclusive team culture where people are recognised for their contribution helping them grow their career in Deloitte.

Preferably you will also have:

Certified in Data and AI technologies (e.g. Microsoft Fabric, Snowflake, Databricks (or equivalent)) and experience in designing and delivering enterprise data solutions including toolset selection, effort and cost estimation.

Experience and knowledge in designing Data Products for the Investment Management and Wealth industry.

Investment Management and Wealth certifications such as CFA, CISI, CAIA or equivalent is a plus.

Project Management experience of both waterfall and agile delivery approaches.

Connect to your business - Technology and TransformationnDistinctive thinking, deep expertise, innovation and collaborative working. That’s what connects us. That’s what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we’ll make an impact that matters.

Engineering, AI and DatanWe lead transformation at the heart of our clients; re-engineering the core of our clients’ organisations, helping to unleash growth, and creating better futures for their customers, citizens and employees.

Personal independencenRegulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleaguesn“What attracted me to Deloitte were the endless opportunities and the collective experience of other like-minded individuals. Deloitte’s clients include many of the world’s largest organisations; I wanted to be part of a team that made a difference that I could be proud of.” - Dan, Technology and Transformation

"I get to work on projects that help clients in a sector I feel truly passionate about." - Rhiannon, Technology and Transformation

“Everyone always says, “it’s the people,” and that’s true. Working for a brand you feel proud of feels pretty good too. And you don’t have any stress about fitting into a particular stereotype, because there are so many different types of people in Deloitte Digital.” - Gillian, Technology and Transformation

Our hybrid working policynYou’ll be based in London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Connect to your return to work opportunitynAre you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application.

Our commitment to younMaking an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next stepnA career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers

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Senior Data Analyst – Front Office – Investment Management (Python)

London, London Alexander Ash Consulting

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Senior Data Analyst – Front Office – Investment Management (Python) This is a deeply technical role which combines both strong technical data analysis skills in Python, as well as a strong understanding of investment businesses, their data sets, and the front, middle and back-office functions. You will work across all asset classes and product lines and be able to talk with the business and take any deliverable or task and quickly produce discoveries and outputs using code and AI. You should apply for this role if you are/have: 15 years financial services experience with substantial asset/investment management experience Comprehensive experience sitting in or working with the front office of an investment business Deep technical data analysis skills with strong coding experience in Python Significant experience with Blackrock Aladdin preferred Strong business knowledge across one or more asset classes Exposure to portfolio management/portfolio construction beneficial; as is quantitative understanding. Business analysis skills preferred Ideally degree educated or higher from a leading academic institution This is a £550-£25/day PAYE role (cf. 50 umbrella) based London initially for six months.
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Senior Data Analyst Front Office Investment Management (Python)

London Liverpool Street, London Alexander Ash Consulting Limited

Posted 14 days ago

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contract

Senior Data Analyst Front Office Investment Management (Python). ThisisadeeplytechnicalrolewhichcombinesbothstrongtechnicaldataanalysisskillsinPython,aswellasastrongunderstandingofinvestmentbusinesses,theirdatasets,andthefront,middleandback-officefunctions.Youwillworkacrossallassetclassesandproductlinesandbeabletotalkwiththebusinessandtakeanydeliverableortaskandquicklyproducediscoveriesandoutput.


WHJS1_UKTJ

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