Explore opportunities in the dynamic world of investments. This sector offers diverse roles, from 141 Investments jobs in the United Kingdom
Infrastructure Analyst, Investments
Posted 2 days ago
Job Viewed
Job Description
Our client is an independent active fund manager specialising in long-only equity. They are a leading investment manager with an impressive track record.
They are looking for an individual to join their newly-launched Public Real Assets Fund. They are looking for someone with a strong academic background and 1-3 years of experience within financial services, who is passionate about Real Assets and is looking for their next challenge. Ideally they are looking for someone with Infrastructure experience.
Duties include:
- Conduct macroeconomic research, conduct financial modelling and provide investment support.
- Assess proposed investments and advise on their suitability for purchase.
- Present findings and make recommendations to the lead fund manager.
- Help prepare internal and external presentations to clearly convey the department's work to the audience.
- Prepare for client meetings, including sales pitches, marketing materials, and performance analysis.
Necessary qualifications, experience and competencies:
- 1-3 years’ experience within finance or investments
- A genuine passion for Real Assets and investing.
- Real assets / Infrastructure experience is essential
- Solid degree from a first-class university.
- Background in a quantitative subject (Maths, Computer Science, Physics, and Engineering) preferable.
- CFA or equivalent (e.g. a ACA, ACCA, IMC, etc).
- Ability to communicate and present well which are necessary to market the funds.
- Willingness to engage in frank debate on investments and adaptability, precision, and the capacity to meet tight deadlines
- Proficient with Bloomberg and MS Office
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.
Infrastructure Analyst, Investments
Posted 2 days ago
Job Viewed
Job Description
Our client is an independent active fund manager specialising in long-only equity. They are a leading investment manager with an impressive track record.
They are looking for an individual to join their newly-launched Public Real Assets Fund. They are looking for someone with a strong academic background and 1-3 years of experience within financial services, who is passionate about Real Assets and is looking for their next challenge. Ideally they are looking for someone with Infrastructure experience.
Duties include:
- Conduct macroeconomic research, conduct financial modelling and provide investment support.
- Assess proposed investments and advise on their suitability for purchase.
- Present findings and make recommendations to the lead fund manager.
- Help prepare internal and external presentations to clearly convey the department's work to the audience.
- Prepare for client meetings, including sales pitches, marketing materials, and performance analysis.
Necessary qualifications, experience and competencies:
- 1-3 years’ experience within finance or investments
- A genuine passion for Real Assets and investing.
- Real assets / Infrastructure experience is essential
- Solid degree from a first-class university.
- Background in a quantitative subject (Maths, Computer Science, Physics, and Engineering) preferable.
- CFA or equivalent (e.g. a ACA, ACCA, IMC, etc).
- Ability to communicate and present well which are necessary to market the funds.
- Willingness to engage in frank debate on investments and adaptability, precision, and the capacity to meet tight deadlines
- Proficient with Bloomberg and MS Office
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.
Treasury Manager, Investments
Posted 26 days ago
Job Viewed
Job Description
At Palo Alto Networks® everything starts and ends with our mission:
Being the cybersecurity partner of choice, protecting our digital way of life.
Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
**Who We Are**
We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.
As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!
At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision.
**Your Career**
Reporting to the Treasury Manager, Investments this role will be part of a world-class team helping drive results within the Corporate Treasury function. The Treasury team is responsible for investment oversight and risk management of Palo Alto Networks' multi-billion dollar cash investment portfolio. The portfolio is invested in high-quality fixed income securities including money market funds, commercial paper, U.S. government and agency securities, corporate debt securities, and asset-backed securities.
**Your Impact**
As Treasury Manager, Investments, the principal responsibility is to ensure investments adhere to policy targets and guidelines and achieve the corporate investment goals of capital preservation, liquidity, and income generation. The ideal candidate will make a meaningful impact by employing quantitative analysis and a multi-disciplinary skill set to optimize investment portfolio returns within the investment policy parameters. You will collaborate with a team of fixed income portfolio managers to develop and implement investment strategies for a short-duration fixed income portfolio. This includes building portfolio construction models and executing self-directed rebalancing of US Treasury and investment-grade credit portfolios.
A key aspect of this role is ensuring portfolio activities align with investment policy parameters and the portfolio benchmark, maintaining compliance with all investment policy requirements. You will need to understand how macroeconomic factors, corporate cash flow, yield objectives, accounting rules, and tax considerations influence investment decisions.
This role also requires strong collaboration with key business partners, including Accounting, FP&A, Legal, and Tax, on all investment -related matters. You will develop and maintain a network within the institutional investment community and with corporate cash peers to stay informed of current investment themes and best practices. Additionally, you will contribute to various ad-hoc investment and Treasury related projects.
**Your Experience**
+ 8+ years in corporate treasury or fixed income portfolio management and analysis, with trading experience being a plus. 6+ years of experience with an advanced degree.
+ Bachelor's Degree in Finance, Business Administration, Economics, or Accounting required; MBA or Masters preferred.
+ Chartered Financial Analyst (CFA) designation or progress toward completion is highly desired.
+ Strong understanding of fixed income and economic markets.
+ Ability to apply fixed income investing knowledge and a growth mindset to manage a global corporate cash portfolio.
+ Proficient in applying quantitative techniques to analyze portfolio risk and macroeconomic conditions.
+ Excellent ability to communicate complex ideas clearly and impactfully to influence investment decisions.
+ Possesses grit and thrives in a fast-paced, deadline-driven environment.
+ Proficient in Bloomberg and Google Suite applications
**The Team**
You have a passion for numbers, our organization has a passion for cybersecurity. You're looking for a career with a more fulfilling mission. We have open positions to top talent seeking a financial challenge. Our accounting department deals with numbers daily, supporting infrastructure, dealing in automation, building solutions and providing accurate, insightful financial information to empower our business lines. The ideal candidate has exceptional skills in accounting and analytics and an innovative mindset to approach finance problems differently. Our innovation doesn't stay in Research and Development. Within finance and accounting, we seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it.
**Our Commitment**
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
Operations Director - Aon Investments
Posted 22 days ago
Job Viewed
Job Description
This hybrid role offers the flexibility to work both virtually and in-office, with regular travel to London. We welcome applicants from any of our principal UK locationsu2014including London, Manchester, Leeds, Bristol, Chelmsford, and other regional officesu2014with the understanding that travel to London is essential for collaboration and leadership engagement.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
About the Role
As Operations Director for Aon Investments, your key responsibilities will include:
Lead strategic planning and execution across investment operations.
Collaborate with senior leaders to align operational activities with corporate strategy.
Oversee the development of policies, budgets, systems, and structures to ensure operational efficiency and compliance.
Maintain financial strength through effective budget control and resource allocation.
Drive innovation and foster collaboration across business units.
Manage key operational areas including:
- Daily processing, reconciliation, trading, and liability monitoring.
- Investment risk and operational compliance.
- Fund accounting, audit support, and regulatory reporting.
- Onboarding and transition management.
- Product management, analytics, and reporting.
- Private markets reporting and operational controls.
- Commercials, vendor management, and client account services.
Ensure competitive positioning and best-in-class service delivery through transformational leadership.
How this opportunity is different
This role offers the chance to influence the future of Aon Investments through strategic leadership, innovation, and cross-functional collaboration in a dynamic and evolving environment.
Skills and Experience That Will Lead to Success
Proven experience in leading operational strategy within investment or financial services.
Strong understanding of risk management, compliance, and regulatory frameworks.
Expertise in budget control, process optimisation, and systems implementation.
Demonstrated ability to lead cross-functional teams and drive organisational change.
Excellent stakeholder management and communication skills.
Experience with third-party provider management and operational transformation.
Familiarity with metrics reporting to senior leadership and governance committees.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-SC1
#LI-HYBRID
2025-92077
Operations Director u2013 Aon Investments Are you ready to shape the future of investment operations at Aon?Join us as Operations Director and lead transformational change across our investment business, driving strategic impact and operational excellence in a global organisation.
This hybrid role offers the flexibility to work both virtually and in-office, with regular travel to London. We welcome applicants from any of our principal UK locationsu2014including London, Manchester, Leeds, Bristol, Chelmsford, and other regional officesu2014with the understanding that travel to London is essential for collaboration and leadership engagement.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
About the Role
As Operations Director for Aon Investments, your key responsibilities will include:
Lead strategic planning and execution across investment operations.
Collaborate with senior leaders to align operational activities with corporate strategy.
Oversee the development of policies, budgets, systems, and structures to ensure operational efficiency and compliance.
Maintain financial strength through effective budget control and resource allocation.
Drive innovation and foster collaboration across business units.
Manage key operational areas including:
- Daily processing, reconciliation, trading, and liability monitoring.
- Investment risk and operational compliance.
- Fund accounting, audit support, and regulatory reporting.
- Onboarding and transition management.
- Product management, analytics, and reporting.
- Private markets reporting and operational controls.
- Commercials, vendor management, and client account services.
Ensure competitive positioning and best-in-class service delivery through transformational leadership.
How this opportunity is different
This role offers the chance to influence the future of Aon Investments through strategic leadership, innovation, and cross-functional collaboration in a dynamic and evolving environment.
Skills and Experience That Will Lead to Success
Proven experience in leading operational strategy within investment or financial services.
Strong understanding of risk management, compliance, and regulatory frameworks.
Expertise in budget control, process optimisation, and systems implementation.
Demonstrated ability to lead cross-functional teams and drive organisational change.
Excellent stakeholder management and communication skills.
Experience with third-party provider management and operational transformation.
Familiarity with metrics reporting to senior leadership and governance committees.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-SC1
#LI-HYBRID
Operations Director - Aon Investments
Posted 22 days ago
Job Viewed
Job Description
This hybrid role offers the flexibility to work both virtually and in-office, with regular travel to London. We welcome applicants from any of our principal UK locationsu2014including London, Manchester, Leeds, Bristol, Chelmsford, and other regional officesu2014with the understanding that travel to London is essential for collaboration and leadership engagement.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
About the Role
As Operations Director for Aon Investments, your key responsibilities will include:
Lead strategic planning and execution across investment operations.
Collaborate with senior leaders to align operational activities with corporate strategy.
Oversee the development of policies, budgets, systems, and structures to ensure operational efficiency and compliance.
Maintain financial strength through effective budget control and resource allocation.
Drive innovation and foster collaboration across business units.
Manage key operational areas including:
- Daily processing, reconciliation, trading, and liability monitoring.
- Investment risk and operational compliance.
- Fund accounting, audit support, and regulatory reporting.
- Onboarding and transition management.
- Product management, analytics, and reporting.
- Private markets reporting and operational controls.
- Commercials, vendor management, and client account services.
Ensure competitive positioning and best-in-class service delivery through transformational leadership.
How this opportunity is different
This role offers the chance to influence the future of Aon Investments through strategic leadership, innovation, and cross-functional collaboration in a dynamic and evolving environment.
Skills and Experience That Will Lead to Success
Proven experience in leading operational strategy within investment or financial services.
Strong understanding of risk management, compliance, and regulatory frameworks.
Expertise in budget control, process optimisation, and systems implementation.
Demonstrated ability to lead cross-functional teams and drive organisational change.
Excellent stakeholder management and communication skills.
Experience with third-party provider management and operational transformation.
Familiarity with metrics reporting to senior leadership and governance committees.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-SC1
#LI-HYBRID
2025-92077
Operations Director u2013 Aon Investments Are you ready to shape the future of investment operations at Aon?Join us as Operations Director and lead transformational change across our investment business, driving strategic impact and operational excellence in a global organisation.
This hybrid role offers the flexibility to work both virtually and in-office, with regular travel to London. We welcome applicants from any of our principal UK locationsu2014including London, Manchester, Leeds, Bristol, Chelmsford, and other regional officesu2014with the understanding that travel to London is essential for collaboration and leadership engagement.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
About the Role
As Operations Director for Aon Investments, your key responsibilities will include:
Lead strategic planning and execution across investment operations.
Collaborate with senior leaders to align operational activities with corporate strategy.
Oversee the development of policies, budgets, systems, and structures to ensure operational efficiency and compliance.
Maintain financial strength through effective budget control and resource allocation.
Drive innovation and foster collaboration across business units.
Manage key operational areas including:
- Daily processing, reconciliation, trading, and liability monitoring.
- Investment risk and operational compliance.
- Fund accounting, audit support, and regulatory reporting.
- Onboarding and transition management.
- Product management, analytics, and reporting.
- Private markets reporting and operational controls.
- Commercials, vendor management, and client account services.
Ensure competitive positioning and best-in-class service delivery through transformational leadership.
How this opportunity is different
This role offers the chance to influence the future of Aon Investments through strategic leadership, innovation, and cross-functional collaboration in a dynamic and evolving environment.
Skills and Experience That Will Lead to Success
Proven experience in leading operational strategy within investment or financial services.
Strong understanding of risk management, compliance, and regulatory frameworks.
Expertise in budget control, process optimisation, and systems implementation.
Demonstrated ability to lead cross-functional teams and drive organisational change.
Excellent stakeholder management and communication skills.
Experience with third-party provider management and operational transformation.
Familiarity with metrics reporting to senior leadership and governance committees.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-SC1
#LI-HYBRID
Principal Software Engineer - Investments
Posted 12 days ago
Job Viewed
Job Description
Salary: Up to £95,000 dependent on experience (generous benefits package on top)
Join HL - Where Your Talent Shapes the Future of Investing At Hargreaves Lansdown (HL), we're more than the UK's number 1 investment platform for private investors - we're innovators, problem-solvers and changemakers, helping over 1.8 million clients save and invest with confidence.
For more than 40 years, we've transfo.
Wealth Management Administrator
Posted 2 days ago
Job Viewed
Job Description
We are looking for an experienced IFA Administrator to join our clients team based in Abbots Langley. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.
Key Responsibilities:
- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document
- Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
Experience and Qualifications:
- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study
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Customer Success Manager – Alternative Investments
Posted 2 days ago
Job Viewed
Job Description
About SS&C Technologies
SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries.
Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
SS&C Intralinks
A growth-oriented business unit of SS&C, Intralinks is a technology leader in M&A, Alternative Investments and Banking & Securities markets. Our solutions facilitate 1/3 of the world’s global M&A deal flow and 50% of the private equity raised globally.
About the Role
We are looking for a proactive and experienced individual with a solid track record of managing customer relationships in the B2B SaaS space ideally within the Alternative Investments or Financial Services markets.
Your Responsibilities
- Serve as the main point of contact for a portfolio of strategic customers, ensuring their needs are met and value is continuously delivered.
- Acting as customer advocate develop and maintain strong, trusted relationships with customers, ensuring high engagement and satisfaction. Includes the ability to identify and effectively engage new stakeholders at the executive level.
- Lead strategic discussions with sales, SAMs and relationship managers, alongside customers to mutually identify opportunities for expansion and deepening of the engagement.
- Identify at risk accounts and develop strategies to mitigate churn, ensuring customer retention.
- Maintain regular, proactive communication with customers, providing updates, addressing concerns and gathering feedback to provide insights to product and leadership teams to enhance our offerings.
- Track and report on key customer success metrics, including customer health, satisfaction, and retention; using data to deliver a seamless experience across the customer journey.
- Master the Intralinks platform to help customers maximize efficiency and value. Regularly promote, demo, and provide insights on upcoming features and product enhancements.
- Own and execute the renewal process for your renewal portfolio, ensuring forecast accuracy, early risk identification, and alignment with client expectations to drive long-term value.
- Collaborate with Sales, Legal and Finance on contract terms, packaging changes, pricing and approvals.
Your Experience
- At least 4 years of experience in a B2B SaaS enablement role (Customer Success or Account Management) with a proven track record of driving retention and managing a successful expansion pipeline.
- At least 2 years of experience in the Alternative Investments space with knowledge of common industry actors & practices.
- Proven success leading customers through change management.
- Comprehensive experience with Customer Success best practices.
- Strong follow up skills, ensuring that customer needs and expectations are consistently met.
- Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to stakeholders at all levels.
- Demonstrated ability to analyze customer data, develop strategic plans, and implement solutions that drive business outcomes.
- A relentless focus on customer success, always seeking to provide value and optimize customer experiences.
- Ability and willingness to travel for customer meetings and industry events, representing Intralinks with professionalism and enthusiasm
EEO Statement / Non-agency Disclosure
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Background Checks
All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.
Customer Success Manager – Alternative Investments
Posted 2 days ago
Job Viewed
Job Description
About SS&C Technologies
SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries.
Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
SS&C Intralinks
A growth-oriented business unit of SS&C, Intralinks is a technology leader in M&A, Alternative Investments and Banking & Securities markets. Our solutions facilitate 1/3 of the world’s global M&A deal flow and 50% of the private equity raised globally.
About the Role
We are looking for a proactive and experienced individual with a solid track record of managing customer relationships in the B2B SaaS space ideally within the Alternative Investments or Financial Services markets.
Your Responsibilities
- Serve as the main point of contact for a portfolio of strategic customers, ensuring their needs are met and value is continuously delivered.
- Acting as customer advocate develop and maintain strong, trusted relationships with customers, ensuring high engagement and satisfaction. Includes the ability to identify and effectively engage new stakeholders at the executive level.
- Lead strategic discussions with sales, SAMs and relationship managers, alongside customers to mutually identify opportunities for expansion and deepening of the engagement.
- Identify at risk accounts and develop strategies to mitigate churn, ensuring customer retention.
- Maintain regular, proactive communication with customers, providing updates, addressing concerns and gathering feedback to provide insights to product and leadership teams to enhance our offerings.
- Track and report on key customer success metrics, including customer health, satisfaction, and retention; using data to deliver a seamless experience across the customer journey.
- Master the Intralinks platform to help customers maximize efficiency and value. Regularly promote, demo, and provide insights on upcoming features and product enhancements.
- Own and execute the renewal process for your renewal portfolio, ensuring forecast accuracy, early risk identification, and alignment with client expectations to drive long-term value.
- Collaborate with Sales, Legal and Finance on contract terms, packaging changes, pricing and approvals.
Your Experience
- At least 4 years of experience in a B2B SaaS enablement role (Customer Success or Account Management) with a proven track record of driving retention and managing a successful expansion pipeline.
- At least 2 years of experience in the Alternative Investments space with knowledge of common industry actors & practices.
- Proven success leading customers through change management.
- Comprehensive experience with Customer Success best practices.
- Strong follow up skills, ensuring that customer needs and expectations are consistently met.
- Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to stakeholders at all levels.
- Demonstrated ability to analyze customer data, develop strategic plans, and implement solutions that drive business outcomes.
- A relentless focus on customer success, always seeking to provide value and optimize customer experiences.
- Ability and willingness to travel for customer meetings and industry events, representing Intralinks with professionalism and enthusiasm
EEO Statement / Non-agency Disclosure
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Background Checks
All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.
Investments Counsel, Private Funds, US Manager
Posted today
Job Viewed
Job Description
My client, a global US headquartered investment manager, is looking for a lawyer to support their Investments team. This person will sit in London as the dedicated lawyer there, with a wider team in the US.The successful candidate will be responsible for delivering legal support for the client investment process. This will include reviewing and negotiating a broad range of investments, with a focus on private funds, such as hedge funds, private equity funds and venture capital funds.
The successful candidate will:
- Be either a US trained attorney located in London OR a lawyer with experience working with US lawyers or in a US law firm in London.
- Have gained experience (and be at least 5PQE) within a private funds team at a top-tier law firm, or have moved in-house within another US manager.
- Have an interest in working as the London-based member of an Investments Legal team based in the U.S.
- Have specific experience with primary, secondary, and direct transactions in private equity and venture capital is preferred.
For more information, please contact Ellie: