47 Investments jobs in London
Treasury Manager, Investments
London, London
Palo Alto Networks
Posted 14 days ago
Job Viewed
Job Description
**Our Mission**
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.
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.
This advertiser has chosen not to accept applicants from your region.
0
Infrastructure Analyst, Investments
London, London
Leverton Search
Posted today
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.
This advertiser has chosen not to accept applicants from your region.
1
Operations Director - Aon Investments
London, London
AON
Posted 10 days ago
Job Viewed
Job Description
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
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
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
This advertiser has chosen not to accept applicants from your region.
2
Operations Director - Aon Investments
London, London
AON
Posted 10 days ago
Job Viewed
Job Description
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
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
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
This advertiser has chosen not to accept applicants from your region.
3
Wealth Management Associate
London, London
Orla Rose Associates
Posted today
Job Viewed
Job Description
Adviser Support – Financial Services
Location: Central (City) | Hybrid
Salary: £32000 – £40,000(dependent on experience)
Employment Type: Full-Time, Permanent
This advertiser has chosen not to accept applicants from your region.
4
Head of Insurance, Pensions & Investments
London, London
RELX INC
Posted today
Job Viewed
Job Description
About the business:
LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Insurance vertical, we provide customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. Our insurance risk solutions help drive better data-driven decisions across the insurance policy lifecycle all while reducing risk. You can learn more about LexisNexis Risk at the link below. .
About the team:
Are you looking to join an industry-leading sales organisation?
Our sales team is dedicated to partnering with organisations to address and solve complex risk problems. At LexisNexis Risk Solutions, we pride ourselves in providing solutions that directly impact our customers' ability to mitigate and manage risk. You will be joining a high-performance sales team in a business enjoying significant growth, a Global FTSE 100 and well renowned in the market.
About the role:
The Head of Sales for Insurance, Pensions & Investments will drive the sales strategy, performance, and growth across existing client relationships and new logo acquisition. This is a management role responsible for developing and executing sales initiatives, managing a high-performing sales team, and building long-term relationships with clients, and partners to increase market share and profitability.
You'll be responsible for:
+ Develop and implement a comprehensive sales strategy for Insurance, Pensions, and Investment to meet revenue growth targets.
+ Lead and manage a team of player managers and individual contributors.
+ Build strategic partnerships with key stakeholders internally and externally.
+ Monitor market trends and competitor activity to inform product positioning and go-to-market strategies.
+ Collaborate closely with Product, Marketing, Compliance, and Operations teams to ensure alignment and delivery of client-centric solutions.
+ Drive sales performance through effective leadership, coaching, and the setting of clear KPIs and goals.
+ Ensure adherence to regulatory compliance across all sales activities and maintain high standards of governance.
+ Represent the company at industry forums, conferences, and networking events to enhance brand visibility and influence.
+ Provide required reporting to the executive team on performance, forecasts, and strategic initiatives.
Qualifications:
+ Strong leadership, team-building, and people management skills.
+ Proven track record of delivering sales growth and exceeding targets.
+ An understanding of the Insurance, Pensions, and Investment landscape, including retail and institutional segments.
+ Excellent communication, negotiation, and stakeholder management abilities.
+ Analytical mindset with strong strategic thinking and problem-solving capabilities.
+ Knowledge of relevant regulatory and compliance frameworks.
Key Performance Indicators:
+ Sales revenue growth and market share
+ Client acquisition and retention rates
+ Team performance and engagement metrics
+ Contribution to strategic initiatives
Culture and benefits:
Learn more about the LexisNexis Risk?team and how we work here
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1- .
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Please read our Candidate Privacy Policy .
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers:
EEO Know Your Rights .
RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Insurance vertical, we provide customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. Our insurance risk solutions help drive better data-driven decisions across the insurance policy lifecycle all while reducing risk. You can learn more about LexisNexis Risk at the link below. .
About the team:
Are you looking to join an industry-leading sales organisation?
Our sales team is dedicated to partnering with organisations to address and solve complex risk problems. At LexisNexis Risk Solutions, we pride ourselves in providing solutions that directly impact our customers' ability to mitigate and manage risk. You will be joining a high-performance sales team in a business enjoying significant growth, a Global FTSE 100 and well renowned in the market.
About the role:
The Head of Sales for Insurance, Pensions & Investments will drive the sales strategy, performance, and growth across existing client relationships and new logo acquisition. This is a management role responsible for developing and executing sales initiatives, managing a high-performing sales team, and building long-term relationships with clients, and partners to increase market share and profitability.
You'll be responsible for:
+ Develop and implement a comprehensive sales strategy for Insurance, Pensions, and Investment to meet revenue growth targets.
+ Lead and manage a team of player managers and individual contributors.
+ Build strategic partnerships with key stakeholders internally and externally.
+ Monitor market trends and competitor activity to inform product positioning and go-to-market strategies.
+ Collaborate closely with Product, Marketing, Compliance, and Operations teams to ensure alignment and delivery of client-centric solutions.
+ Drive sales performance through effective leadership, coaching, and the setting of clear KPIs and goals.
+ Ensure adherence to regulatory compliance across all sales activities and maintain high standards of governance.
+ Represent the company at industry forums, conferences, and networking events to enhance brand visibility and influence.
+ Provide required reporting to the executive team on performance, forecasts, and strategic initiatives.
Qualifications:
+ Strong leadership, team-building, and people management skills.
+ Proven track record of delivering sales growth and exceeding targets.
+ An understanding of the Insurance, Pensions, and Investment landscape, including retail and institutional segments.
+ Excellent communication, negotiation, and stakeholder management abilities.
+ Analytical mindset with strong strategic thinking and problem-solving capabilities.
+ Knowledge of relevant regulatory and compliance frameworks.
Key Performance Indicators:
+ Sales revenue growth and market share
+ Client acquisition and retention rates
+ Team performance and engagement metrics
+ Contribution to strategic initiatives
Culture and benefits:
Learn more about the LexisNexis Risk?team and how we work here
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1- .
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Please read our Candidate Privacy Policy .
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers:
EEO Know Your Rights .
RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
This advertiser has chosen not to accept applicants from your region.
5
Investments Counsel, Private Funds, US Manager
London, London
MRA SEARCH LIMITED
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:
This advertiser has chosen not to accept applicants from your region.
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6
Private Markets Associate (Primaries and Co-Investments)
London, London
Neuberger Berman
Posted 14 days ago
Job Viewed
Job Description
**The Team:**
Managing private equity funds is an important component of Neuberger Berman's business strategy. Neuberger Berman is a leading and growing investor in private markets, managing c. $135 billion of client commitments in active vehicles as of December 31, 2024. NB Private Equity has been an active and successful private equity investor since 1987.
**The Role:**
The successful candidate will support the team in the due diligence analysis of co-investments in single portfolio companies as well as primary fund investments:
+ Co-Investments: Invests directly into attractive deals alongside premier private equity firms in their core areas of expertise. Focuses on building high-quality, diversified portfolios of strategic co- investments primarily in buyouts and growth financings on a global basis and across multiple industries.
+ Primary Fund Investments: Makes primary commitments to premier private equity funds. Creates diversified portfolios of private equity funds on a global basis and within multiple asset classes, including buyout, growth equity, venture capital and distressed / special situation investments.
We are seeking a driven individual with four years of relevant experience in Investment Banking, Corporate Finance or Private Equity, who can add value across a broad range of private equity investing activities. This is an excellent opportunity for an enthusiastic professional to build upon their experience in a demanding but rewarding environment.
**Primary Responsibilities:**
+ Take ownership of evaluating and assessing a broad spectrum of companies across various industries to identify and recommend compelling investment opportunities.
+ Lead the development and oversight of in-depth financial models to assess valuations of private companies, ensuring accuracy and providing actionable insights.
+ Draft and review due diligence materials and investment committee memos, with the ability to articulate key findings and recommendations.
+ Conduct and guide detailed due diligence and analysis on private equity funds and portfolio company opportunities, including industry, company, and manager research.
+ Build and maintain strong relationships with partners and other investment professionals of private equity firms, acting as a key point of contact for specific engagements.
+ Monitor and assist in managing our investment portfolio through attendance at annual meetings of private equity firms and investor meetings for individual portfolio companies.
+ Assist in the marketing and commercial efforts involving the firm's private equity products.
+ Manage a wide range of special projects, including but not limited to product development, asset allocation analysis, and customized investment and reporting solutions for clients.
+ Collaborate with colleagues across the firm to gather information necessary to make investment decisions within the various strategies.
**Qualifications Needed:**
+ Four years of relevant experience in Investment Banking, Corporate Finance, or Private Equity.
+ Exceptional academic credentials; a degree in finance, business, or a related field is preferred.
+ Strong analytical and quantitative skills with substantial expertise in financial modeling and valuation.
+ Results-oriented and proactive, with a creative approach to problem-solving.
+ Excellent communication skills, both written and verbal, with the ability to present complex ideas effectively.
+ Ability to successfully manage multiple priorities with strong attention to detail.
+ Fluency in additional European languages is a plus.
We believe this is an excellent opportunity for an enthusiastic professional to build upon their experience in a demanding but rewarding environment.
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
Managing private equity funds is an important component of Neuberger Berman's business strategy. Neuberger Berman is a leading and growing investor in private markets, managing c. $135 billion of client commitments in active vehicles as of December 31, 2024. NB Private Equity has been an active and successful private equity investor since 1987.
**The Role:**
The successful candidate will support the team in the due diligence analysis of co-investments in single portfolio companies as well as primary fund investments:
+ Co-Investments: Invests directly into attractive deals alongside premier private equity firms in their core areas of expertise. Focuses on building high-quality, diversified portfolios of strategic co- investments primarily in buyouts and growth financings on a global basis and across multiple industries.
+ Primary Fund Investments: Makes primary commitments to premier private equity funds. Creates diversified portfolios of private equity funds on a global basis and within multiple asset classes, including buyout, growth equity, venture capital and distressed / special situation investments.
We are seeking a driven individual with four years of relevant experience in Investment Banking, Corporate Finance or Private Equity, who can add value across a broad range of private equity investing activities. This is an excellent opportunity for an enthusiastic professional to build upon their experience in a demanding but rewarding environment.
**Primary Responsibilities:**
+ Take ownership of evaluating and assessing a broad spectrum of companies across various industries to identify and recommend compelling investment opportunities.
+ Lead the development and oversight of in-depth financial models to assess valuations of private companies, ensuring accuracy and providing actionable insights.
+ Draft and review due diligence materials and investment committee memos, with the ability to articulate key findings and recommendations.
+ Conduct and guide detailed due diligence and analysis on private equity funds and portfolio company opportunities, including industry, company, and manager research.
+ Build and maintain strong relationships with partners and other investment professionals of private equity firms, acting as a key point of contact for specific engagements.
+ Monitor and assist in managing our investment portfolio through attendance at annual meetings of private equity firms and investor meetings for individual portfolio companies.
+ Assist in the marketing and commercial efforts involving the firm's private equity products.
+ Manage a wide range of special projects, including but not limited to product development, asset allocation analysis, and customized investment and reporting solutions for clients.
+ Collaborate with colleagues across the firm to gather information necessary to make investment decisions within the various strategies.
**Qualifications Needed:**
+ Four years of relevant experience in Investment Banking, Corporate Finance, or Private Equity.
+ Exceptional academic credentials; a degree in finance, business, or a related field is preferred.
+ Strong analytical and quantitative skills with substantial expertise in financial modeling and valuation.
+ Results-oriented and proactive, with a creative approach to problem-solving.
+ Excellent communication skills, both written and verbal, with the ability to present complex ideas effectively.
+ Ability to successfully manage multiple priorities with strong attention to detail.
+ Fluency in additional European languages is a plus.
We believe this is an excellent opportunity for an enthusiastic professional to build upon their experience in a demanding but rewarding environment.
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
This advertiser has chosen not to accept applicants from your region.
7
Senior Manager - Asset & Wealth Management
London, London
McCabe & Barton
Posted today
Job Viewed
Job Description
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.
This advertiser has chosen not to accept applicants from your region.
8
Director of Wealth & Investment Management
Aldgate, London
Next Move Recruitment Ltd
Posted 1 day ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
9