66 Investment Management jobs in London
Director of Wealth & Investment Management
Posted 10 days ago
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Director of Wealth & Investment Management
Location: City, London
Package: Competitive salary + Bonus + Benefits
Director of Wealth & Investment Management - Company Overview:
My client is a leading wealth management firm, delivering personalised financial advice and comprehensive services in wealth planning, investment management, and lending. Their approach to Wealth & Investment Management is centred on long-term client relationships, preserving and growing wealth, and providing highly tailored solutions. With decades of expertise in Wealth & Investment Management, my client has earned the trust of high-net-worth individuals seeking both security and opportunity.
Director of Wealth & Investment Management - Role Overview:
My client is seeking a Director of Wealth & Investment Management to lead and expand their private banking and investment services. This is a senior appointment with responsibility for strategic leadership, business development, and the delivery of a seamless, client-first experience across all Wealth & Investment Management activities.
Director of Wealth & Investment Management - Key Responsibilities:
- Lead the Wealth & Investment Management teams, driving growth and ensuring exceptional client service. li>Build and maintain strong relationships with high-net-worth clients, delivering bespoke solutions in Wealth & Investment Management.
- Oversee investment, lending, and wealth planning services to align with clients’ objectives. < i>Develop business strategies to grow assets under management and strengthen my client’s Wealth & Investment Management offering. < i>Work closely with internal teams to ensure seamless delivery of Wealth & Investment Management services.
- Mentor senior relationship managers, promoting a high-performance, client-first culture within Wealth & Investment Management.
- Ensure compliance with all regulatory requirements in the delivery of Wealth & Investment Management solutions.
Director of Wealth & Investment Management - Candidate Requirements:
- Significant experience in Wealth & Investment Management or private banking, with a track record in client acquisition and portfolio growth.
- Strong leadership skills with experience managing high-performing teams in Wealth & Investment Management.
- Excellent communication and relationship-building abilities.
- Broad knowledge of investment strategies, lending, and wealth planning for high-net-worth clients.
Why Join My Client:
- A senior leadership role in a respected wealth management business focused on bespoke Wealth & Investment Management services.
- A culture that values integrity, growth, and long-term client relationships.
- Competitive remuneration and benefits aligned with seniority and performance.
Director of Wealth & Investment Management
Financial Controller - Investment Management
Posted today
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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
Investment & Asset Management - Living
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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!
Product Delivery Coach (Investment Management)
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Product Delivery Coach (Investment Management)
Duration: 12 months contract
Pay: £505/day (PAYE) to £605/day (umbrella)
Location: London (4 days in the office)
Investment Management client requires two Product Delivery Coaches to elevate their product delivery practices across the enterprise. This role is focused on hands-on product coaching: driving day-to-day coaching and facilitation within product pods and groups, shaping onboarding and training programs, and enabling enterprise-level alignment across strategy and delivery.
The SVP will be aligned to specific platforms and geographies, ensuring delivery practices are consistent, meeting best practices and are client focused. They will also support an outcome-driven, product-led organization.
Key Responsibilities
- Serve as a trusted coach for product pods and groups, providing hands-on support in product management delivery practices, and cross-platform collaboration.
- Facilitate retrospectives, sprint reviews, backlog refinements, and other activities that support PO and PMs in PODs and Groups, embedding best practices tailored to a product-led development model.
- Review and refine user stories, initiatives, epics, and requirements to ensure clarity, traceability, and compliance with regulatory, risk, and audit standards.
- Act as a connector across pods, resolving platform-related product questions and aligning initiatives across client, product, and geographic dimensions.
- Partner with product and technology leadership to enable timely, client-centered delivery while balancing regulatory discipline and business priorities.
- Drive adoption of outcome-based roadmaps, OKRs, and product success measures to move teams beyond outputs toward measurable impact.
- Support in efforts to evolve team from project-based to empowered product models, fostering a strong product mindset across the organization.
- Support Product Practice through onboarding programs and ongoing training support that reinforce product delivery standards, regulatory awareness, and cross-pod collaboration.
- Guide product teams to ensure balance between innovation, speed, and regulatory obligations.
Qualifications & Experience
- 5–9 years of product management, delivery, or product coaching experience
- Proven expertise in agile product delivery, backlog management, and cross-functional product coaching, ideally supported by work with organizations like General Assembly, Product School, or similar and in the financial services or fintech environments.
- Familiarity with financial services products, platforms, and client segments
- Demonstrated ability to connect across pods, platforms, and geographies, ensuring alignment in complex organizations.
Business Analyst - Investment Management/Custody
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Business Analyst – Investment Management & Custody
Location: London (Hybrid)
About Albany Beck
Albany Beck are a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you’ll be choosing to work with an organisation that’s passionate about your learning journey and committed to your professional career and personal development.
Role Overview
We are seeking an experienced Business Analyst to join our Change & Transformation Practice, We are seeking an experienced Business Analyst for an immediate deployment onsite with one of our leading Wealth Management clients. The ideal candidate will have strong core BA skills, with proven experience in delivering large-scale change programmes. While Wealth Management experience is highly advantageous, it is not essential. Strong Investment Management and/or Custody knowledge is required
Key Responsibilities
- Gather, analyse, and document business requirements from stakeholders across multiple workstreams.
- Translate business needs into clear and actionable functional and non-functional requirements.
- Support solution design to ensure alignment with strategic objectives.
- Map and analyse current vs target processes, identifying opportunities for operational efficiency.
- Work closely with technology teams to ensure effective delivery of solutions.
- Support testing phases, validating requirements and triaging defects.
- Contribute to governance processes, reporting progress to senior stakeholders.
- Operate effectively in a fast-paced, client-facing environment.
Key Skills & Experience
- Proven track record as a Business Analyst, ideally within financial services.
- Strong knowledge of investment management and/or custody operations.
- Wealth management experience is highly desirable but not essential.
- Strong payments knowledge and experience in end-to-end transaction flows.
- Experience on large-scale transformation programmes, ideally involving core platform migration.
- Exposure to Avaloq implementation projects is highly advantageous.
- Excellent stakeholder management and communication skills.
- Proficiency in process mapping and producing high-quality documentation.
- Ability to thrive under pressure and meet tight deadlines.
Risk & Compliance Specialist - Investment Management
Posted 2 days ago
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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.
Senior Legal Counsel, Global Investment Management Firm
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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 - Asset & Wealth Management
Posted today
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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.
Senior Data Analyst – Front Office – Investment Management (Python)
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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.
Senior Data Analyst Front Office Investment Management (Python)
Posted 9 days ago
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Senior Data Analyst Front Office Investment Management (Python). ThisisadeeplytechnicalrolewhichcombinesbothstrongtechnicaldataanalysisskillsinPython,aswellasastrongunderstandingofinvestmentbusinesses,theirdatasets,andthefront,middleandback-officefunctions.Youwillworkacrossallassetclassesandproductlinesandbeabletotalkwiththebusinessandtakeanydeliverableortaskandquicklyproducediscoveriesandoutput.
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