Investment Management Portfolio Associate

London, London £300 - £350 Daily Adecco

Posted 7 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.

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Investment Management Portfolio Associate

EC1 London, London Adecco

Posted 7 days ago

Job Viewed

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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.

Data Scientist, Quantitative Strategies (Asset & Wealth Management)

New
London, London Moneyfarm

Posted today

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Permanent

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

  • Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
  • Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
  • Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.

This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.

Key Responsibilities

  • Automate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.
  • Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.
  • Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.
  • Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.
  • Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.
  • Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.
  • Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.

Requirements

Qualifications and Skills

  • Degree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.
  • Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.
  • Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).
  • Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.
  • Demonstrable experience applying machine learning techniques (e.g., Gradient Boosting, Random Forests, Clustering) to data, preferably financial.
  • Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.
  • Proficiency in SQL for querying and managing large datasets.

Preferred

  • Familiarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.
  • Exposure to cloud computing platforms (e.g., AWS, GCP) or big data technologies (e.g., Spark).
  • An interest in deep learning frameworks (e.g., TensorFlow, PyTorch).
  • Progress towards the CFA or FRM designation is a plus.

What We offer

  • The opportunity to make a direct and meaningful impact on investment decisions at a leading firm.
  • A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.
  • Strong mentorship and clear pathways for career progression and professional development.
  • Access to extensive datasets and existing quantitative stack.

Benefits

    • Health Insurance, Wellness plan
    • Fee free investments on Moneyfarm platform
    • Incentive scheme
    • Career development opportunities
    • Training opportunities
    • Regular office social events
    • Happy and friendly culture!
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Data Solutions Partner / Data Business Analyst – Investment Management (Private Markets)

London, London psd group

Posted 1 day ago

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Data Solutions Partner / Data Business Analyst – Investment Management (Private Markets)Data Solutions Partner / Data Business Analyst – Investment Management (Private Markets)Direct message the job poster from psd groupData Solutions Partner / Data Business Analyst – Investment Management (Private Markets)£100,000-£120,000 per annum plus Bonus and BenefitsOur client is a leading Asset Management company and has an exciting opportunity for a Data Solutions Partner to support the Private Markets business on behalf of the Chief Data Office.The successful candidate will play a key role in Data solution design activities, ensuring that Data is considered as a key enabler at the very heart of any solution designs and operating models created.The role will involve leading engagements with and acting as the key point of contact for business customers both to support BAU and change initiatives. This will include building close working relationships and a deep understanding of the business activities, business priorities and data sets they consume and create. You will work with and support the business to adopt strategic data capabilities, comply with data policies and deliver value through Data Solutions.The ideal candidate will have an up-to-date understanding of relevant Private Markets (Real Estate Equity / Private Credit) asset classes and investment products and a strong knowledge of asset management capabilities, data domains, data models, familiarity with the vendor / service provider landscape within the industry, ESG data concepts and their application in investment product designs.Experience and Skill Required:Excellent communication skills (verbal / written) with a range of stakeholders from Business to TechSignificant Asset Management Data Analysis / Solution Design experience – preferable within Private Credit / Real Estate EquityExtensive knowledge of Asset Management Data Domains and relationships (e.g. Security and associated entities e.g. Issuers / Account / Product / Client / Trades / Orders / Transactions / Holdings)Working with Data Suppliers / OutsourcersUnderstanding of Data Risk and Governance considerationsCreating Data Source (Target Mappings)Creating and presenting Data Solution DesignsCreating Data Flows including Data DomainsUAT on Data DeliverablesDesigning data solutions – including data architecture, flows, controls and servicesKnowledge of Data Quality dimensionsSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionInformation Technology, Analyst, and ConsultingIndustriesInvestment Management, Real Estate, and Financial ServicesReferrals increase your chances of interviewing at psd group by 2xGet notified about new Business Analyst jobs in London Area, United Kingdom.London, England, United Kingdom 8 months agoLondon, England, United Kingdom 3 months agoLondon, England, United Kingdom 5 months agoPrivate Equity (LBO, Growth) Principal / Director of InvestmentsLondon, England, United Kingdom 1 month agoEquity L/S Portfolio Manager - Consumer EquitiesGreater London, England, United Kingdom 1 week agoTottenham, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 2 weeks agoLondon Area, United Kingdom $200,000.00-$250,000.00 4 weeks agoLondon, England, United Kingdom 9 months agoSystematic Equities Trader/Quantitative ResearcherLondon, England, United Kingdom 4 days agoInvestment Associate, Manager - Special SituationsSenior Investment Director / Head of Private MarketsLondon, England, United Kingdom 2 months agoLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 2 months agoSenior Investment Associate - Client Side Investment ManagerPoint72 Academy Investment Analyst Program for Upcoming Graduates (2026 – UK)Investment Director, Mid-Market Private Equity FundGoldman Sachs Alternatives - Investment Grade Private Credit Investing - Vice President - LondonLondon, England, United Kingdom 4 days agoAssociate/VP Investment Bank - Consumer M&ALondon, England, United Kingdom 2 months agoLondon, England, United Kingdom 7 months agoLondon, England, United Kingdom 2 hours agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.n#J-18808-Ljbffrn
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Fund Management Investment Intern

Low Carbon

Posted 560 days ago

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Job Description

Permanent

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
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Data Solutions Manager - Financial Services - Wealth Management Remote, UK

London, London £90000 - £100000 Annually hireful

Posted 2 days ago

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permanent

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.

Role - Manager, Data Services aka Data Manager, Data Solutions Manager

Location - Fully remote - Flex Start / Finish

Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days

We’re hiring a Data Solutions Manager  to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.

What you’ll need:

  • Strong track record in data migration & BI

  • Knowledge of data governance, data quality and lifecycle management

  • Proven leadership and people management experience

  • Background in financial services (ideally wealth/asset management)

Nice to have's 

Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous

Experience of AI / ML (this role will be central to the strategy for this going forward)


Interested? Please send your cv for a swift response


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Snr Project Manager - Consultant - Remote UK - FS / Wealth Management

London, London £70000 - £85000 Annually hireful

Posted 2 days ago

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Job Description

permanent

A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.

Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager

Location - Remote, UK  - Flex Start / Finish times

Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days

We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.


What you’ll need:

  • Experience delivering CRM or tech-enabled transformation projects

  • Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)

  • Expertise managing functional change and data migration workstreams

  • Excellent stakeholder engagement and vendor management skills


What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.


Great opportunity to join rapidly growing forward think consultancy.


Interested? Please send a cv for a swift response



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Snr Project Manager - Consultant - Remote UK - FS / Wealth Management

EC1 London, London hireful

Posted 2 days ago

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Job Description

full time

A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.

Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager

Location - Remote, UK  - Flex Start / Finish times

Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days

We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.


What you’ll need:

  • Experience delivering CRM or tech-enabled transformation projects

  • Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)

  • Expertise managing functional change and data migration workstreams

  • Excellent stakeholder engagement and vendor management skills


What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.


Great opportunity to join rapidly growing forward think consultancy.


Interested? Please send a cv for a swift response



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

Data Solutions Manager - Financial Services - Wealth Management Remote, UK

EC1 London, London hireful

Posted 2 days ago

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Job Description

full time

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.

Role - Manager, Data Services aka Data Manager, Data Solutions Manager

Location - Fully remote - Flex Start / Finish

Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days

We’re hiring a Data Solutions Manager  to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.

What you’ll need:

  • Strong track record in data migration & BI

  • Knowledge of data governance, data quality and lifecycle management

  • Proven leadership and people management experience

  • Background in financial services (ideally wealth/asset management)

Nice to have's 

Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous

Experience of AI / ML (this role will be central to the strategy for this going forward)


Interested? Please send your cv for a swift response


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

Asset Management - Senior Manager

EC4M 7AU Putney, London Forvis Mazars

Posted today

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Job Description

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team:

Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.

Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive.

What You'll Do:

  • Lead Complex Audits – Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team.
  • Provide Technical Oversight – Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments.
  • Shape Audit Strategy – Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles.
  • Deliver Reporting & Insights – Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting.
  • Coach & Collaborate – Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders.

What You'll Bring:

  • Professional Qualification – Fully qualified (ACA / ACCA / CA or equivalent).
  • Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients.
  • Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level.
  • Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations.
  • Stakeholder Engagement – Skilled at managing relationships with senior stakeholders.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

London Office – 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.

Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars

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