What Investment Management Jobs are in London?

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals.

We’re seeking a talented individual to join our Investment Management team in London. You will build and develop trusted relationships with clients, providing wide‑range support and assistance with the management of client portfolios.

This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners. You will learn and develop quickly from senior leaders in a dynamic, fast‑paced team.

• Support client needs and manage portfolios, including dealing, in line with your competency status.
• Assist in preparing for client review meetings, providing support and basic analysis as required.
• Prepare presentations, investment proposals and pitches.
• Maintain comprehensive client records, accurate and up to date, following Group policy.
• Handle complaints by raising them with the Client Resolution team promptly and assisting in satisfactory resolution.
• Understand the sector, provide appropriate recommendations and collaborate with sector specialists; construct materials for analysis and communication to Investment Managers.

• Ability to engage with new and existing clients.
• Knowledge of the financial services industry and investment market.
• Experience in an investment management environment.
• Strong client and customer service ethic.
• Ability to work well under pressure and prioritise work.
• Excellent written and verbal communication skills, strong numeracy and analytical skills.

• Hold a relevant Level 4 qualification or above (aspiring for Level 7) and maintain an up‑to‑date Statement of Professional Standing.

• Competitive salary
• Private medical insurance
• Life assurance
• Employer pension contribution
• Hybrid working model (role‑dependent)
• Generous holiday package with option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representing society and our clients. We have a wide range of active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate you throughout the application process. Please let your recruiter know.

This large global asset management firm has a substantial London office and a well-regarded legal team.  A vacancy has arisen a Senior Legal Counsel to support the business on institutional and distribution work.  In a pivotal role focusing on European matters, you will be working very closely with stakeholders across the business especially the product and client account management teams in Luxembourg, Germany, Italy and Switzerland.

Offering you considerable interaction with the business from the outset, this role will suit a confident and competent lawyer with strong relationship building skills and the gravitas to take the lead in negotiations.  With at least 7 years' PQE, you will be smart and engaging with a strong academic background and solid training gained either in-house or in private practice.  Previous experience of cross border institutional investment management and relevant regulations is critical along with the ability to make strategic commercial decisions. Exposure to Luxembourg funds and/or German or Italian language skills would also benefit your application.

As well as working on high quality, challenging matters you will benefit from a positive working environment including a healthy approach to work/life balance.

We're working with a well-regarded international financial institution looking to hire a paralegal into its London-based legal team, supporting a busy investment-focused business.

This is a hands-on role with strong exposure to both legal and business teams, alongside the opportunity to get involved in improving how the legal function operates.

The role includes:

• Acting as a key coordination point for legal queries across the business
• Supporting lawyers on a range of investment-related matters
• Contributing to improvements in processes, systems and ways of work
• Assisting with documentation and record management across investment activities
• Working closely with teams across risk, compliance and operations

About you:

• Paralegal experience within financial services (ideally asset or wealth management)
• Strong organisational skills with the ability to handle a varied workload
• Comfortable working closely with stakeholders across the business
• Experience supporting legal teams on operational or process-driven work

Additional experience: interest in applying technology or AI within a legal support environment to improve workflow.

6 days ago Be among the first 25 applicants

This range is provided by Trace – Expert Accountancy Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Group Tax Accountant | £70,000 - £85,000 | City of London | Hybrid: 3 days in

I will be reviewing CV’s throughout the process, so please apply straight away if you’re interested in this role.

We’re on the lookout for a Group Tax Accountant to join a growing, ambitious wealth management company. Based in London, you’ll play a key role in managing all aspects of the Group's tax compliance and reporting across the UK. If you're someone who thrives in a fast-paced, collaborative environment, we want to hear from you!

About Us:

We're a dynamic firm with a team of around 450 across the UK and Channel Islands. Our inclusive culture encourages ambition, rewards high performance, and values diverse perspectives. We offer fulfilling careers in a company that cares about making a difference for our clients.

What You’ll Do:

1. Manage the Group’s corporation tax, VAT, employment taxes, and other tax compliance across the UK and Crown Dependencies (Jersey, Guernsey, Isle of Man).
2. Work closely with external tax providers, HMRC, and internal teams to ensure compliance and manage tax governance.
3. Lead VAT restructuring projects, manage M&A tax due diligence, and provide advice on tax implications.
4. Prepare quarterly VAT returns and support on tax reporting, ensuring tax balances are correctly reflected in reports to the Executive Committee.
5. Guide the HR team on employment-related taxes and assist with ad-hoc tax advice.

What I'm Looking For:

1. 3 years post qualified tax experience
2. Qualified in tax or accounting (CTA, ACA, ACCA, ICAS).
3. Strong understanding of UK VAT and international tax
4. Experience with tax accounting standards (IAS 12) and M&A tax is a plus.

The Group Tax Manager is paying £75,000 - £85,000 with benefits and bonuses on top.

For immediate consideration, please contact Harry Coleman at Trace Recruitment.

At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.

Mid-Senior level

Full-time

Accounting/Auditing

Investment Management, Financial Services, and Investment Advice

Compliance Monitoring Officer – Investment Management

What’s in it for you?

There’s loads of flexibility to work from home with just 1 day a week in the office required. The firm has offices in Bath, London, Salisbury and Tiverton, so choose whichever one works best for you.

This is a newly created role, and you’ll have plenty of scope to really make it your own.

The business is growing and there are genuine opportunities for career progression.

And you’ll get to learn from a very highly respected Head of Compliance as well!

What you’ll be doing

You’ll undertake 2nd LoD Compliance Monitoring for review of the effectiveness of the Compliance controls in place across the business.

You’ll design and execute reviews as required under the Compliance Monitoring Plan in line with departmental procedures.

You’ll ensure reviews occur across the whole customer journey and analyse company actions in the ‘eyes of the customer’, whilst maintaining a commercial focus.

You’ll also engage with senior leaders to understand their areas of concern and ensure these are considered as part of the execution of monitoring.

You’ll produce high quality reports arising from scheduled or ad hoc customer testing / sampling that succinctly prioritise important issues and your recommendations.

What we’re looking for

You’ll be an experienced Compliance professional with good Investment Management experience and strong working knowledge of the regulatory landscape impact retail Investment Managers (including Consumer Duty).

You’ll ideally have experience of performing Compliance Monitoring reviews and of writing reports for senior management, although strong candidates looking to move into Compliance Monitoring from other areas of Regulatory Compliance will also be considered.

Interested?

If so, click apply and send over your CV.

Not got an up to date CV?

Don’t worry, you can always give me (Mark) a call on for a confidential discussion or email me at letting me know that you’re interested. We’ll pick it up from there.

Company: Ambitious Investment Management Firm

Location: BathLondonSalisburySomerset

Workplace: Hybrid Working

Reference:

To apply for this position, please click on ‘Apply Now’ button or email your CV together with details of your current remuneration to quoting reference .

Willow Resourcing, 2nd Floor, 3 Brindley Place, Birmingham, B1 2JB.

Technical Business Analyst – Senior Associate

Location: London | Transformation Office | Investment Management

We are partnering with a leading global investment firm to appoint a Technical Business Analyst (Senior Associate) into their Transformation Office. This role sits within a major, multi-year portfolio management system re-platforming programme and represents a high-visibility opportunity within the organisation.

The programme is currently in its first year of a multi-year transformation cycle and will involve significant operating model evolution, system ownership and cross-regional coordination.

The successful candidate will operate at the intersection of business, investment and technology teams, supporting the delivery of complex change initiatives across the portfolio management landscape.

This role requires demonstrable experience designing and implementing solutions within alternative investments and private markets. Candidates with experience focused solely on traditional public markets (equities, fixed income, ETFs and listed derivatives) are unlikely to be suitable.

Key responsibilities include:

• Eliciting, analysing and documenting detailed business and system requirements
• Producing high-quality process flows and structured documentation
• Creating Entity Relationship Diagrams (ERDs) and supporting data analysis
• Working closely with engineering and vendor teams to translate requirements into build-ready outputs
• Designing and implementing business processes and workflows across alternative investment and private markets platforms
• Supporting operating model changes across portfolio systems
• Managing stakeholder expectations across investment, research operations and technology teams
• Contributing to structured governance and delivery oversight within the Transformation Office

The successful Technical Business Analyst – Senior Associate will have:

• 5–7 years’ experience delivering technology-enabled transformation within Asset Management, with a strong focus on alternative investments and private markets
• Demonstrable experience designing and implementing workflows across alternative investment products, including areas such as Private Equity, Private Debt, Hedge Funds and Fund of Funds
• Solid SQL capability (including joins and structured querying)
• Experience producing Entity Relationship Diagrams and detailed system documentation
• Demonstrable experience working closely with engineering teams
• Strong analytical and documentation discipline
• Excellent communication and stakeholder management skills
• A detail-oriented, structured and delivery-focused mindset
• Experience within Asset Management is essential. Experience gained within a leading investment manager or specialist consultancy delivering into alternative investments would be highly advantageous.

• Competitive market salary
• Performance-based bonus
• Hybrid working model (London-based, SW location)
• Clear career progression within a high-performing Transformation Office
• Generous benefits package

This is an opportunity to play a key role in a flagship transformation programme while building long-term progression within a respected global investment firm.

If you would like to discuss this opportunity in confidence, please apply or get in touch if you’d like to find out more information.

We are supporting an Investment Manager looking to add to their Tax team. This is a broad role but, has corporate tax at its heart. The role will offer exposure to other areas of tax (TP, VAT etc) and, will allow you to gain exposure to funds tax.

This role will suit someone with current in-house experience or, someone looking to move in-house for the first time.

• Corporate tax compliance & advisory
• VAT
• Transfer pricing

• Track record within corporate tax compliance

Please apply or drop me a message to see a full job description: