Asset Management Analyst
Posted today
Job Viewed
Job Description
Asset Management Analyst
Posted 1 day ago
Job Viewed
Job Description
An exciting opportunity for a high-performing Analyst to join a leading investment platform specialising in social infrastructure, Real Estate and healthcare, managing c.£5bn of assets across the UK and Europe.
You’ll work closely with senior leadership on fund models, portfolio enhancement, and investor reporting —with a clear progression pathway towards fund management responsibility. This role is a rare chance to combine technical modelling expertise with strategic, value-add initiatives across a growing platform at the forefront of its sector.
What you’ll be doing:
- Building and developing complex fund models to drive asset management decisions.
- Working with senior investment professionals to enhance and grow portfolio value.
- Supporting detailed reporting and presentations to institutional investors.
- Collaborating across asset management, finance, and wider business projects.
What we’re looking for:
- 2–3 years’ experience in corporate finance, investment banking, or similar.
- Background in real estate or healthcare (asset management, social infrastructure) strongly preferred.
- Advanced Excel & modelling skills, with strong presentation and reporting abilities.
- A commercial, collaborative mindset—analytical but approachable and team-focused.
What’s on offer:
- Competitive base salary + annual bonus.
- Potential for carried interest and LTIP
- Office perks including gym, showers, and bike facilities.
- Visible progression and development within a supportive, high-performance culture.
If you are motivated to take ownership, grow your career, and make an impact in a fast-moving but balanced environment, we’d love to hear from you.
Asset Management Associate
Posted 1 day ago
Job Viewed
Job Description
Job Title: Associate (Asset Management)
Closing Date: 01 December 2025
Work Type: Full Time
Location: London
Practice Area/Department: Tax
PQE Level: 3–4 PQE
Description
A leading full-service law firm with a market-leading reputation in Asset Management, M&A, and Dispute Resolution is seeking a 3–4 PQE Associate to join its Tax (Asset Management) team in London. The firm is known for providing exceptional client service, fostering collaboration, and maintaining a supportive, inclusive, and high-performing environment.
Department
The Tax team is one of the most respected in the City, recognised for its technical excellence, commercial awareness, and thought leadership .
On the asset management side, the team advises some of the world’s largest fund managers on all aspects of their UK and European operations, working closely with the firm’s Financial Services and Funds practices to deliver joined-up tax and regulatory advice.
Work includes fund structuring and formation across private equity, venture, credit, infrastructure, and real estate; tax issues relating to fund secondaries, GP stakes, and asset management M&A; and policy engagement with key industry bodies such as AIMA , the BVCA , and Invest Europe .
The team’s collaborative and inclusive culture encourages participation in firmwide initiatives including D&I, CSR, graduate recruitment, and business development. Associates benefit from extensive training and mentoring , with formal sessions, peer learning, and milestone development tailored to their experience level.
The Role
The firm is looking for a Tax Associate (Asset Management) with 3–4 years’ PQE. Prior experience in asset management tax or partnership tax is desirable but not essential — what matters most is a strong foundation in tax law, a commercial mindset, and enthusiasm for this area of work.
Key Responsibilities
- Advising on investment fund structuring and formation , both listed and unlisted, open- and closed-ended vehicles.
- Providing tax advisory services to major asset managers on carried interest, co-investment, VAT, restructurings, and global mobility.
- Advising on M&A transactions with a funds or asset management focus, including fund secondaries and GP stake deals.
- Assisting clients with early-stage tax disputes and interactions with HMRC.
- Acting for investors , including pension funds, fund-of-funds, sovereign wealth funds, and family offices, on fund investments and secondary market transactions.
- Collaborating with other sub-groups within the Tax department, including Transactional and Incentives & Remuneration, and contributing to cross-departmental projects.
- Opportunities may arise for client secondments or placements with overseas law firms.
Person Specification
- England & Wales qualified solicitor with 3–4 years’ PQE .
- Strong academic background and a track record in tax law (experience in asset management or partnership tax advantageous).
- Excellent technical, analytical, and communication skills .
- Strong matter management and organisational ability.
- Collaborative team player with a proactive approach.
- Demonstrates alignment with the firm’s culture of excellence, inclusivity, and professional development.
Asset Management Analyst
Posted today
Job Viewed
Job Description
An exciting opportunity for a high-performing Analyst to join a leading investment platform specialising in social infrastructure, Real Estate and healthcare, managing c.£5bn of assets across the UK and Europe.
You’ll work closely with senior leadership on fund models, portfolio enhancement, and investor reporting —with a clear progression pathway towards fund management responsibility. This role is a rare chance to combine technical modelling expertise with strategic, value-add initiatives across a growing platform at the forefront of its sector.
What you’ll be doing:
- Building and developing complex fund models to drive asset management decisions.
- Working with senior investment professionals to enhance and grow portfolio value.
- Supporting detailed reporting and presentations to institutional investors.
- Collaborating across asset management, finance, and wider business projects.
What we’re looking for:
- 2–3 years’ experience in corporate finance, investment banking, or similar.
- Background in real estate or healthcare (asset management, social infrastructure) strongly preferred.
- Advanced Excel & modelling skills, with strong presentation and reporting abilities.
- A commercial, collaborative mindset—analytical but approachable and team-focused.
What’s on offer:
- Competitive base salary + annual bonus.
- Potential for carried interest and LTIP
- Office perks including gym, showers, and bike facilities.
- Visible progression and development within a supportive, high-performance culture.
If you are motivated to take ownership, grow your career, and make an impact in a fast-moving but balanced environment, we’d love to hear from you.
Asset Management Associate
Posted today
Job Viewed
Job Description
Job Title: Associate (Asset Management)
Closing Date: 01 December 2025
Work Type: Full Time
Location: London
Practice Area/Department: Tax
PQE Level: 3–4 PQE
Description
A leading full-service law firm with a market-leading reputation in Asset Management, M&A, and Dispute Resolution is seeking a 3–4 PQE Associate to join its Tax (Asset Management) team in London. The firm is known for providing exceptional client service, fostering collaboration, and maintaining a supportive, inclusive, and high-performing environment.
Department
The Tax team is one of the most respected in the City, recognised for its technical excellence, commercial awareness, and thought leadership .
On the asset management side, the team advises some of the world’s largest fund managers on all aspects of their UK and European operations, working closely with the firm’s Financial Services and Funds practices to deliver joined-up tax and regulatory advice.
Work includes fund structuring and formation across private equity, venture, credit, infrastructure, and real estate; tax issues relating to fund secondaries, GP stakes, and asset management M and policy engagement with key industry bodies such as AIMA , the BVCA , and Invest Europe .
The team’s collaborative and inclusive culture encourages participation in firmwide initiatives including D&I, CSR, graduate recruitment, and business development. Associates benefit from extensive training and mentoring , with formal sessions, peer learning, and milestone development tailored to their experience level.
The Role
The firm is looking for a Tax Associate (Asset Management) with 3–4 years’ PQE. Prior experience in asset management tax or partnership tax is desirable but not essential — what matters most is a strong foundation in tax law, a commercial mindset, and enthusiasm for this area of work.
Key Responsibilities
- Advising on investment fund structuring and formation , both listed and unlisted, open- and closed-ended vehicles.
- Providing tax advisory services to major asset managers on carried interest, co-investment, VAT, restructurings, and global mobility.
- Advising on M&A transactions with a funds or asset management focus, including fund secondaries and GP stake deals.
- Assisting clients with early-stage tax disputes and interactions with HMRC.
- Acting for investors , including pension funds, fund-of-funds, sovereign wealth funds, and family offices, on fund investments and secondary market transactions.
- Collaborating with other sub-groups within the Tax department, including Transactional and Incentives & Remuneration, and contributing to cross-departmental projects.
- Opportunities may arise for client secondments or placements with overseas law firms.
Person Specification
- England & Wales qualified solicitor with 3–4 years’ PQE .
- Strong academic background and a track record in tax law (experience in asset management or partnership tax advantageous).
- Excellent technical, analytical, and communication skills .
- Strong matter management and organisational ability.
- Collaborative team player with a proactive approach.
- Demonstrates alignment with the firm’s culture of excellence, inclusivity, and professional development.
Asset Management - Senior Manager
Posted today
Job Viewed
Job Description
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team:
Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.
Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive.
What You'll Do:
- Lead Complex Audits – Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team.
- Provide Technical Oversight – Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments.
- Shape Audit Strategy – Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles.
- Deliver Reporting & Insights – Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting.
- Coach & Collaborate – Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders.
What You'll Bring:
- Professional Qualification – Fully qualified (ACA / ACCA / CA or equivalent).
- Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients.
- Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level.
- Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations.
- Stakeholder Engagement – Skilled at managing relationships with senior stakeholders.
What We Offer:
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.
We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Salaries & Benefits:
At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.
You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?
Location:
London Office – 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars
Asset Management - Senior Manager
Posted today
Job Viewed
Job Description
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team:
Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.
Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive.
What You'll Do:
- Lead Complex Audits – Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team.
- Provide Technical Oversight – Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments.
- Shape Audit Strategy – Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles.
- Deliver Reporting & Insights – Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting.
- Coach & Collaborate – Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders.
What You'll Bring:
- Professional Qualification – Fully qualified (ACA / ACCA / CA or equivalent).
- Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients.
- Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level.
- Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations.
- Stakeholder Engagement – Skilled at managing relationships with senior stakeholders.
What We Offer:
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.
We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Salaries & Benefits:
At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.
You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?
Location:
London Office – 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars
Be The First To Know
About the latest Jp morgan Jobs in London !
Principal - Alternative Asset Management
Posted 1 day ago
Job Viewed
Job Description
A global investment firm is expanding its footprint in the Alternative Asset Management space and currently seek a strategic operator to join a high-impact team driving innovation and growth across EMEA and APAC
This is a unique opportunity to help shape the future of private wealth investment solutions – from designing and launching cutting-edge private asset funds to building strategic partnerships with leading global institutions
We are keen to speak with Alternative Asset Management (AAM) professionals to lead critical initiatives across product development, operational build-out, and platform strategy.
This role blends entrepreneurial energy with cross-functional leadership in a rapidly evolving segment of the asset management industry.
Key Focus Areas:
- Spearheading new fund and platform launches
- Leading complex, cross-functional projects with internal teams and external partners
- Driving go-to-market strategies for private equity and debt offerings
- Supporting strategic partnerships and fund distribution via digital platforms
- Financial planning, regulatory coordination, and operational oversight
Essential Experience
- 7–10 years of experience in asset management, investment banking, or strategy consulting
- Experience in the iCapital platform would be highly desirable
- Proven ability to lead projects and drive initiatives across global teams
- Strong commercial instincts and a passion for business building
- Familiarity with fund operations or structuring is a plus
- Comfort navigating complexity in a high-growth, high-autonomy environment
If you're motivated by impact, innovation, and the opportunity to work on the next frontier of investment solutions, please get in touch
Compliance Analyst - Asset Management
Posted 1 day ago
Job Viewed
Job Description
Key responsibility for maintaining the compliance and AML framework
This is a busy and business facing role requiring a degree of autonomy, within a successful and dynamic investment management business.
Working in partnership with the business teams and senior management in each office
Key Responsibilities:
Compliance monitoring
- Undertake the compliance monitoring programme, report on findings, make recommendations and ensure they are successfully implemented
- Assist in continuous development of compliance monitoring programme, leveraging the use of technology and analytics
- Maintain the compliance monitoring programme
KYC and sanctions
- Conduct KYC and sanctions screening
- Coordinate and conduct initial and periodic AML checks on clients and deal counterparties
- Draft reports to the Board and the Global AML Committee on AML issues
SMCR
- Maintain the register of Certified Persons
- Administer and oversee the annual certification process
- Oversee the prompt and proper creation and maintenance of key SMCR documentation
Compliance Framework
- Assist with the implementation of new FCA rules & UK regulatory requirements
- Assist in drafting the FCA returns
- Assist in drafting the periodic reports to the Board
- Maintain key documents, policies and procedures, databases and registers
Advice and Training
- Provide advice on policies and procedures to colleagues from investment management, asset management and other departments
- Respond to questions relating to compliance systems and assist in resolution of technical queries
- Assist in development and delivery of compliance training
Required Qualifications & Experience
- Degree in Law, Finance or Risk Management
- A minimum of 2 years of experience in compliance from an asset manager is essential - please only apply if you meet this criteria
Compliance Manager - Asset Management
Posted 1 day ago
Job Viewed
Job Description
Compliance Manager – Asset Management
Company Overview:
Our client is an investment management firm based in London. The firm is committed to maintaining the highest standards of compliance and regulatory adherence, ensuring that their operations comply with all relevant financial regulations and ethical practices. They are currently seeking a Compliance Manager to join their Compliance team and contribute to the success and growth of the firm.
Role Overview:
As a Compliance Manager, you will play a crucial role in maintaining and enhancing the firm's compliance programme, holding generalist responsibilities. You will report to the Head of Compliance and will manage a junior member of the team. The ideal candidate will have an understanding of financial regulations, be able to analyse complex compliance issues, and effectively communicate with stakeholders at all levels.
Key Responsibilities:
· Manage the Compliance Monitoring Programme
· Review financial promotions, marketing and client communications
· Monitor trading activity to detect potential market abuse
· Daily trade, best execution and liquidity monitoring
· Maintain working knowledge of regulatory frameworks
· Lead on annual market conduct review and risk assessment
· Creating, managing, and enhancing policies and procedures
· Train and manage junior members of the compliance team
· Ad hoc project work
Requirements:
· Bachelor's degree in Finance, Economics, Law, or a related field.
· Generalist compliance experience with a focus on UCITs compliance and ideally SEC exposure.
· Strong knowledge of UK financial regulations and industry best practices.
· Excellent analytical and problem-solving skills with high attention to detail.
· Ability to communicate complex compliance issues clearly and effectively to diverse stakeholders.
If you believe you have the skills and experience to excel in this role and contribute to the firm’s continued success, we encourage you to apply.
For more details, please contact Jon Pettet at