27 Investments jobs in London
Treasury Manager, Investments
Posted 13 days ago
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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.
Head of Treasury & Investments - Insurance
Posted today
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Job Description
Treasury & Investments Manager - (Re)Insurance
Overview
A growing specialty (re)insurance group is seeking an experienced Treasury & Investments Manager to join their finance team. This is a key senior role responsible for managing the Group's liquidity, overseeing investments, bank accounts, and debt facilities, and ensuring robust controls and regulatory compliance. You will work closely with investment partners and internal stakeholders to optimise cash, capital, and investment strategies across the Group.
Key Responsibilities
- Oversee daily cash management and optimise liquidity through cashflow forecasting and planning.
- Implement and monitor investment strategies, liaising with external investment managers and reconciling reports.
- Manage Group bank accounts, relationships, and new account setups.
- Develop and maintain robust controls around payments, bank mandates, and cash transactions.
- Ensure compliance with all regulatory and internal control requirements.
- Oversee small accounts payable team, ensuring timely settlement of expense invoices.
- Provide financial information for rating agencies, management accounts, and regulatory returns.
- Drive continuous improvement initiatives in treasury and investment processes.
- Support ad-hoc projects and other duties as required.
Requirements
- Qualified accountant or finance professional (ACCA, ACA, AMCT, CIMA, or CFA).
- Proven treasury or investments experience in the (re)insurance sector.
- Strong process improvement skills and a hands-on, proactive approach.
- Excellenet communication skills
- Comfortable working in a dynamic, growing environment.
**Our client is committed to diversity in all of it's forms and operates an inclusive recruitment process. They offer a hybrid working environment**
Alternative Investments Operations Senior Analyst
Posted 13 days ago
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Job Description
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
+ Ability to support operational projects with minimum supervision.
+ Support and collaborate with the Operations Leadership in making strategic decisions to enhance the operating model, data integrity, quality and availability across the enterprise.
+ Oversee all Middle Office services, including portfolio support trading operations and client performance reporting.
+ Assist in designing, developing, testing, and implementing new processes and system enhancements to meet business requirements and improve departmental efficiency and effectiveness.
+ Collaborate with Portfolio Management, Technology, Product and Distribution, Compliance, Legal, Treasury and Risk teams to develop procedures and protocols that support new and/or enhanced products and services.
+ Work with other departments and jurisdictions to achieve a consistent global operating model for the firm.
+ Ensure compliance with internal and external guidelines, policies, and regulations relating to investment operations and represent the investment operations department in regulatory audits as needed.
+ Assist in developing and maintaining operational policies and procedures.
+ Maintain an understanding of all internal stakeholders' requirements and business processes
+ Carry out other duties as assigned
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Excellent Health and Wellbeing benefits including corporate membership to ClassPass
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ All employee events including networking opportunities and social activities
+ Lunch allowance for use within our subsidized onsite canteen
Must have skills
+ Investment Operations: Direct experience in managing investment operations processes within the Asset Management or financial services sector, ensuring integrity and accuracy. Previous experience within a Hedge Fund or Alternatives operations in a portfolio or trade support capacity, or a related area is required
+ Derivatives Operations: Extensive experience in managing both cleared and OTC derivatives throughout the entire trade life cycle, including trade execution, settlement, and enrichment for portfolio analytics. Skilled in ensuring accuracy and compliance at every stage, from trade capture to final reconciliation, while providing valuable insights for portfolio performance and risk
+ Reconciliation: Ensure accurate reconciliation of transactions, positions, and cash balances between internal systems and external counterparties.
+ Securities Reference Data: In-depth knowledge of securities reference data, contributing to accurate and comprehensive data management
+ Industry Experience: five to ten years of experience in the financial services industry
+ Data Operations and Quality Practices: Proven record of accomplishment in implementing data operations approaches and quality practices in large financial organizations, enhancing data reliability and performance.
+ Educational Background: Bachelor's degree or equivalent work experience, demonstrating a strong academic foundation and practical expertise.
+ System Experience: Aladdin, Arcesium, SQL, Python
Nice to have skills
+ Demonstrated ability to contribute to a collaborative and high-performing team environment by supporting colleagues and fostering a positive and motivated workplace culture.
+ Team-Oriented and Client-Focused: A strong sense of teamwork and a consistent focus on meeting client needs, ensuring exceptional service and satisfaction. Proactive, self-starter, with active interest in investment process and portfolio management.
+ Communication Skills: Excellent written and verbal communication skills, enabling clear and effective interactions with stakeholders at all levels.
+ Relationship Building: Ability to build effective relationships across all levels of the business, promoting trust and collaboration.
+ Approachable and Open-Minded: Known for being approachable and open-minded, creating an inclusive and supportive work environment.
+ Process Improvement: Identify and implement process improvements to enhance operational efficiency.
+ Client Interaction: Liaise with clients, brokers, and custodians to resolve any operational issues
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at .
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
All applicants must be willing to comply with the provisions of Janus Henderson Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. Janus Henderson is an equal opportunity /Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.
Vice President, Audit Project Leader - Investments
Posted 1 day ago
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Job Description
Vice President, Audit Project Leader - Investments role at BNY. Location: London – Hybrid (4 days in the office). The Internal Audit team is seeking a future team member to join as the Vice President, Audit Project Leader - Investments.nIn this role, you’ll make an impact by leading investment-focused internal audits, developing risk-based audit plans, and collaborating with stakeholders to drive meaningful change.nResponsibilities
Lead comprehensive audits of Investment Management activities, ensuring processes align with the organisation’s policies, internal audit methodologies, and industry standards.nDevelop and execute risk-focused audit plans, carry out detailed fieldwork, and prepare clear reports that identify critical risks, exposures, and improvement opportunities.nEngage proactively with stakeholders, building strong relationships to facilitate open communication and drive meaningful change across the business.nOversee and review testing procedures and deliverables, confirming that work assesses adherence to company policies, audit frameworks, and relevant regulations.nDemonstrate deep understanding of business operations through flowcharting, thorough work papers, insightful analysis, and clear communication with management and auditees.nIdentify and articulate control gaps, regulatory deficiencies, and best-practice deviations, explaining audit approaches and findings to clients clearly and professionally.nApply advanced analytical and problem-solving skills, leading teams in resolving complex issues and driving innovative solutions to enhance business effectiveness and regulatory compliance.nQualifications
Experienced Auditor with an Investment Management background; second line experience will also be considered.nStrong background in risk-based audit planning, execution, reporting, and issue follow-up, consistent with professional standards (IIA).nComprehensive understanding of investment management, including equity, fixed income, derivatives, and alternative products, and end-to-end processes such as trade execution, settlement, valuation, and performance measurement.nAdvanced knowledge of investment risk management across market, credit, liquidity, concentration, operational, and model risks, including VaR, stress testing, and performance attribution.nFamiliarity with regulatory and compliance frameworks (SEC, FCA, MiFID II, AIFMD, UCITS) and key requirements such as market abuse regulations, best execution, anti-money laundering, and sanctions.nStrong analytical and data handling skills, with proficiency in data analytics tools and exposure to investment and risk management systems.nDemonstrated ability to lead and manage teams, mentor staff, review audit workpapers, and deliver high-quality results.nStrong communication and influencing skills—comfortable engaging with internal and external stakeholders at senior levels, both in writing and verbally.nStrong planning, coordination, organization, and presentation abilities.nA degree or equivalent professional experience is ideal; recognized postgraduate qualifications (such as CIA, CMIIA, ACA, ACCA, or CAMS) are advantageous but not required.nAwards
America’s Most Innovative Companies, Fortune, 2025nWorld’s Most Admired Companies, Fortune 2025n“Most Just Companies”, Just Capital and CNBC, 2025nBenefits and Rewards
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster personal resilience, and reach your financial goals as a valued member of our team, with generous paid leaves including paid volunteer time.nBNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.nFor further information, and to apply, please visit our website via the “Apply” button below.nSeniority level
Mid-Senior levelnEmployment type
Full-timenJob function
Accounting/Auditing and FinancenIndustries: AccountingnReferrals increase your chances of interviewing at ACCA Careers by 2xnGet notified about new Vice President Audit jobs in London, England, United Kingdom.
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Private Markets Associate (Primaries and Co-Investments)
Posted 13 days ago
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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 $538 billion in client assets (as of June 30, 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:
Data Scientist, Quantitative Strategies (Asset & Wealth Management)
Posted today
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Job Description
We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
About the role:
We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.
This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.
Key Responsibilities
- Automate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.
- Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.
- Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.
- Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.
- Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.
- Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.
- Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.
Requirements
Qualifications and Skills
- Degree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.
- Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.
- Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).
- Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.
- Demonstrable experience applying machine learning techniques (e.g., Gradient Boosting, Random Forests, Clustering) to data, preferably financial.
- Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.
- Proficiency in SQL for querying and managing large datasets.
Preferred
- Familiarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.
- Exposure to cloud computing platforms (e.g., AWS, GCP) or big data technologies (e.g., Spark).
- An interest in deep learning frameworks (e.g., TensorFlow, PyTorch).
- Progress towards the CFA or FRM designation is a plus.
What We offer
- The opportunity to make a direct and meaningful impact on investment decisions at a leading firm.
- A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.
- Strong mentorship and clear pathways for career progression and professional development.
- Access to extensive datasets and existing quantitative stack.
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Data Solutions Manager - Financial Services - Wealth Management Remote, UK
Posted 2 days ago
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Job Description
Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.
Role - Manager, Data Services aka Data Manager, Data Solutions Manager
Location - Fully remote - Flex Start / Finish
Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days
We’re hiring a Data Solutions Manager to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.
What you’ll need:
Strong track record in data migration & BI
Knowledge of data governance, data quality and lifecycle management
Proven leadership and people management experience
Background in financial services (ideally wealth/asset management)
Nice to have's
Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous
Experience of AI / ML (this role will be central to the strategy for this going forward)
Interested? Please send your cv for a swift response
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Snr Project Manager - Consultant - Remote UK - FS / Wealth Management
Posted 2 days ago
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Job Description
A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.
Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager
Location - Remote, UK - Flex Start / Finish times
Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days
We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.
What you’ll need:
Experience delivering CRM or tech-enabled transformation projects
Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)
Expertise managing functional change and data migration workstreams
Excellent stakeholder engagement and vendor management skills
What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.
Great opportunity to join rapidly growing forward think consultancy.
Interested? Please send a cv for a swift response
Snr Project Manager - Consultant - Remote UK - FS / Wealth Management
Posted 2 days ago
Job Viewed
Job Description
A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.
Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager
Location - Remote, UK - Flex Start / Finish times
Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days
We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.
What you’ll need:
Experience delivering CRM or tech-enabled transformation projects
Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)
Expertise managing functional change and data migration workstreams
Excellent stakeholder engagement and vendor management skills
What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.
Great opportunity to join rapidly growing forward think consultancy.
Interested? Please send a cv for a swift response
Data Solutions Manager - Financial Services - Wealth Management Remote, UK
Posted 2 days ago
Job Viewed
Job Description
Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.
Role - Manager, Data Services aka Data Manager, Data Solutions Manager
Location - Fully remote - Flex Start / Finish
Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days
We’re hiring a Data Solutions Manager to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.
What you’ll need:
Strong track record in data migration & BI
Knowledge of data governance, data quality and lifecycle management
Proven leadership and people management experience
Background in financial services (ideally wealth/asset management)
Nice to have's
Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous
Experience of AI / ML (this role will be central to the strategy for this going forward)
Interested? Please send your cv for a swift response