35 Mutual Funds jobs in the United Kingdom
Senior Fund Accountant
Edinburgh, Scotland
Wilkinson and Associates
Job Viewed
Job Description
W&A is supporting a leading investment management business in their search for a Senior Fund Accountant. This is an excellent opportunity to take on a pivotal role within a high-performing fund services team, contributing to the delivery of exceptional accounting, reporting and regulatory support. The role is based in Edinburgh and offers a hybrid working model. The Opportunity As Senior Fund Accountant, you'll play a central role in overseeing the accounting and reporting for a portfolio of UK open-ended investment funds. You will take ownership for reviewing financial statements, tax returns and regulatory filings, while also driving enhancements across processes and contributing subject matter expertise to business-wide projects. In addition, you'll act as a point of knowledge and guidance across the department, supporting the development of Fund Accountants and Fund Operations Administrators and ensuring operational excellence. Key Responsibilities Prepare and review semi-annual and year-end financial statements in line with accounting standards, liaising with auditors to resolve queries and meet deadlines. Oversee daily NAV pricing and sign-off processes, ensuring accuracy and compliance. Review and submit regulatory/statutory filings, dividend distributions, Corporation Tax and VAT returns. Support fund documentation updates, budgeting and forecasting, and preparation of board and committee materials. Contribute SME input to cross-departmental projects and lead continuous improvement initiatives. Provide coaching and guidance to colleagues, helping to develop knowledge and capability across the team. What You'll Bring Qualified Accountant (ICAS, ACCA or equivalent) with relevant post-qualified experience. Strong knowledge of fund accounting regulations, including IA SORP and FCA COLL (advantageous) Experience reviewing and quality-checking work, and providing clear guidance to others. Excellent organisational skills, with the ability to manage multiple priorities and deadlines. Strong analytical and problem-solving skills, with the ability to explain complex issues clearly. Experience contributing to or leading projects in a leadership or SME capacity. Why Apply? Opportunity to play a senior role in a specialist fund services team. Exposure to a broad range of fund accounting, reporting and regulatory activities. The chance to influence and improve processes across the department. A supportive environment with strong emphasis on knowledge sharing, professional development and collaboration. Package Benefits Competitive salary bonus (available on request) Comprehensive benefits package Hybrid working model Strong culture of professional development41bf1e1f-b16b-4260-a40a-17c77a06fd15
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Operations Support (Mutual Funds)
£20 - £23 hour
companies_data/amicis_global
Posted 8 days ago
Job Viewed
Job Description
Title: Operations Support
Job Duration: 3 Months+ Extension br>Assignment Duration: months br>Job Location: Glen Allen, VA br>
br>
Business Support Analyst
With a limited degree of supervision, incumbents are responsible for providing clerical, analytical and operational support to the business functions within the organization, such as filing and data entry.
Additionally, she / he may also assist with the generation of reports and provide insights to support decision making and business strategys. Incumbents in this role act as a clerical support resource that can be utilized across any of the administrative functional areas at any time.
Additionally, she / he may act as an informal resource for associates with less experience. Typically, they also perform nonsecretarial administrative tasks.
Responsibilities:
The incumbent is responsible for analyzing existing business processes and workflows to identify areas for improvement.
Additionally, the incumbent is responsible for data analysis and reporting, which includes identifying trends, patterns, and opportunities for process optimization based on data trends.
The incumbent is also responsible for documentation and communication, which entails developing and maintaining process documentation, standard operating procedures, and user manuals.
Additionally, the incumbent is responsible for issue resolution and support, which includes provide support and assistance to stakeholders and end users in resolving operational challenges.
Lastly, the incumbent is responsible for engaging in continuous improvement, which includes monitoring and evaluating the effectiveness of implemented improvements and suggesting adjustments as needed.
We are seeking a temporary contractor to provide support for general Lock Desk operational functions. This role will work closely with Loan Officers and internal departments to ensure accurate and timely updates to customer loan data. Responsibilities include:
• Assisting with loan updates and lock changes in accordance with pricing and eligibility guidelines. < r>• Supporting the testing and validation of departmental changes to pricing and eligibility rules. < r>• Contributing to reporting and tracking efforts to maintain operational transparency and compliance. < r>The ideal candidate will have a foundational understanding of mortgage operations and the overall mortgage lifecycle. Strong attention to detail, reliability, and the ability to work collaboratively in a fast-paced environment are essential.
Skills & Experience Required
• Proficiency in Microsoft Office Suite, particularly Excel and Word. < r>• Prior experience in the mortgage industry is preferred. < r>• Exceptional written and verbal communication skills. < r>• Strong organizational and time-management abilities, with the capacity to manage multiple tasks effectively. < r>• Sharp analytical skills and a keen eye for detail. < r>• Demonstrated critical thinking and problem-solving capabilities. < r>• Proven ability to deliver high-quality customer service in a fast-paced environment. < r>• Collaborative mindset with the ability to work effectively within a team. < r>• Accurate and efficient data entry skills. < r>• Experience with Empower, Encompass, or PollyEx is a plus.
Job Duration: 3 Months+ Extension br>Assignment Duration: months br>Job Location: Glen Allen, VA br>
br>
Business Support Analyst
With a limited degree of supervision, incumbents are responsible for providing clerical, analytical and operational support to the business functions within the organization, such as filing and data entry.
Additionally, she / he may also assist with the generation of reports and provide insights to support decision making and business strategys. Incumbents in this role act as a clerical support resource that can be utilized across any of the administrative functional areas at any time.
Additionally, she / he may act as an informal resource for associates with less experience. Typically, they also perform nonsecretarial administrative tasks.
Responsibilities:
The incumbent is responsible for analyzing existing business processes and workflows to identify areas for improvement.
Additionally, the incumbent is responsible for data analysis and reporting, which includes identifying trends, patterns, and opportunities for process optimization based on data trends.
The incumbent is also responsible for documentation and communication, which entails developing and maintaining process documentation, standard operating procedures, and user manuals.
Additionally, the incumbent is responsible for issue resolution and support, which includes provide support and assistance to stakeholders and end users in resolving operational challenges.
Lastly, the incumbent is responsible for engaging in continuous improvement, which includes monitoring and evaluating the effectiveness of implemented improvements and suggesting adjustments as needed.
We are seeking a temporary contractor to provide support for general Lock Desk operational functions. This role will work closely with Loan Officers and internal departments to ensure accurate and timely updates to customer loan data. Responsibilities include:
• Assisting with loan updates and lock changes in accordance with pricing and eligibility guidelines. < r>• Supporting the testing and validation of departmental changes to pricing and eligibility rules. < r>• Contributing to reporting and tracking efforts to maintain operational transparency and compliance. < r>The ideal candidate will have a foundational understanding of mortgage operations and the overall mortgage lifecycle. Strong attention to detail, reliability, and the ability to work collaboratively in a fast-paced environment are essential.
Skills & Experience Required
• Proficiency in Microsoft Office Suite, particularly Excel and Word. < r>• Prior experience in the mortgage industry is preferred. < r>• Exceptional written and verbal communication skills. < r>• Strong organizational and time-management abilities, with the capacity to manage multiple tasks effectively. < r>• Sharp analytical skills and a keen eye for detail. < r>• Demonstrated critical thinking and problem-solving capabilities. < r>• Proven ability to deliver high-quality customer service in a fast-paced environment. < r>• Collaborative mindset with the ability to work effectively within a team. < r>• Accurate and efficient data entry skills. < r>• Experience with Empower, Encompass, or PollyEx is a plus.
This advertiser has chosen not to accept applicants from your region.
0
Technical Account Manager - Mutual Funds
London, London
Bloomberg
Posted 24 days ago
Job Viewed
Job Description
Technical Account Manager - Mutual Funds
Location
London
Business Area
Data
Ref #
10042676
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
**Whatu2019s the role?**
Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of fundsu2019 data. Our Technical Account Management team is responsible for the maintenance and calibre of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloombergu2019s relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.
**Weu2019ll trust you to:**
Manage our highest priority accounts with critical content partners
Provide outstanding support to our content partners so that they trust us with their valuable content
Learn from content partner interaction to be able to anticipate content partner needs
Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
Play a key role in implementing our data rights and entitlements while understanding downstream impacts
Prioritize and manage projects with multiple partners to improve efficiency and return on investment
Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
Balance the best of technical and product knowledge to implement solutions for content partners
Write detailed, accurate and complete specifications/requirements
**Youu2019ll need to have:**
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.
A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
Minimum of 2 years of relevant experience (external and internal experience)*
Excellent written and verbal communication skills
Proven experience of relationship management
Effective project management skills and ability to prioritize tasks accordingly
Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
Drive for continuous improvement to further develop our products
**Weu2019d love to see:**
Master's degree or certification such as a CFA charter holder or CAIA
Experience in customer service or client relationship management
Experience working with international business groups and clients
Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python
**Does this sound like you?**
_Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!_
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Data
Ref #
10042676
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
**Whatu2019s the role?**
Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of fundsu2019 data. Our Technical Account Management team is responsible for the maintenance and calibre of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloombergu2019s relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.
**Weu2019ll trust you to:**
Manage our highest priority accounts with critical content partners
Provide outstanding support to our content partners so that they trust us with their valuable content
Learn from content partner interaction to be able to anticipate content partner needs
Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
Play a key role in implementing our data rights and entitlements while understanding downstream impacts
Prioritize and manage projects with multiple partners to improve efficiency and return on investment
Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
Balance the best of technical and product knowledge to implement solutions for content partners
Write detailed, accurate and complete specifications/requirements
**Youu2019ll need to have:**
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.
A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
Minimum of 2 years of relevant experience (external and internal experience)*
Excellent written and verbal communication skills
Proven experience of relationship management
Effective project management skills and ability to prioritize tasks accordingly
Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
Drive for continuous improvement to further develop our products
**Weu2019d love to see:**
Master's degree or certification such as a CFA charter holder or CAIA
Experience in customer service or client relationship management
Experience working with international business groups and clients
Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python
**Does this sound like you?**
_Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!_
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
1
Technical Account Manager - Mutual Funds
London, London
Bloomberg
Posted 24 days ago
Job Viewed
Job Description
Technical Account Manager - Mutual Funds
Location
London
Business Area
Data
Ref #
10042676
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
**Whatu2019s the role?**
Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of fundsu2019 data. Our Technical Account Management team is responsible for the maintenance and calibre of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloombergu2019s relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.
**Weu2019ll trust you to:**
Manage our highest priority accounts with critical content partners
Provide outstanding support to our content partners so that they trust us with their valuable content
Learn from content partner interaction to be able to anticipate content partner needs
Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
Play a key role in implementing our data rights and entitlements while understanding downstream impacts
Prioritize and manage projects with multiple partners to improve efficiency and return on investment
Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
Balance the best of technical and product knowledge to implement solutions for content partners
Write detailed, accurate and complete specifications/requirements
**Youu2019ll need to have:**
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.
A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
Minimum of 2 years of relevant experience (external and internal experience)*
Excellent written and verbal communication skills
Proven experience of relationship management
Effective project management skills and ability to prioritize tasks accordingly
Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
Drive for continuous improvement to further develop our products
**Weu2019d love to see:**
Master's degree or certification such as a CFA charter holder or CAIA
Experience in customer service or client relationship management
Experience working with international business groups and clients
Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python
**Does this sound like you?**
_Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!_
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Data
Ref #
10042676
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
**Whatu2019s the role?**
Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of fundsu2019 data. Our Technical Account Management team is responsible for the maintenance and calibre of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloombergu2019s relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.
**Weu2019ll trust you to:**
Manage our highest priority accounts with critical content partners
Provide outstanding support to our content partners so that they trust us with their valuable content
Learn from content partner interaction to be able to anticipate content partner needs
Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
Play a key role in implementing our data rights and entitlements while understanding downstream impacts
Prioritize and manage projects with multiple partners to improve efficiency and return on investment
Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
Balance the best of technical and product knowledge to implement solutions for content partners
Write detailed, accurate and complete specifications/requirements
**Youu2019ll need to have:**
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.
A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
Minimum of 2 years of relevant experience (external and internal experience)*
Excellent written and verbal communication skills
Proven experience of relationship management
Effective project management skills and ability to prioritize tasks accordingly
Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
Drive for continuous improvement to further develop our products
**Weu2019d love to see:**
Master's degree or certification such as a CFA charter holder or CAIA
Experience in customer service or client relationship management
Experience working with international business groups and clients
Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python
**Does this sound like you?**
_Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!_
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
2
Technical Account Manager - Mutual Funds
London, London
Bloomberg
Posted 24 days ago
Job Viewed
Job Description
Technical Account Manager - Mutual Funds
Location
London
Business Area
Data
Ref #
10042676
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
**What's the role?**
Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of funds' data. Our Technical Account Management team is responsible for the maintenance and calibre of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloomberg's relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.
**We'll trust you to:**
+ Manage our highest priority accounts with critical content partners
+ Provide outstanding support to our content partners so that they trust us with their valuable content
+ Learn from content partner interaction to be able to anticipate content partner needs
+ Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
+ Play a key role in implementing our data rights and entitlements while understanding downstream impacts
+ Prioritize and manage projects with multiple partners to improve efficiency and return on investment
+ Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
+ Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
+ Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
+ Balance the best of technical and product knowledge to implement solutions for content partners
+ Write detailed, accurate and complete specifications/requirements
**You'll need to have:**
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.
+ A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
+ Minimum of 2 years of relevant experience (external and internal experience)*
+ Excellent written and verbal communication skills
+ Proven experience of relationship management
+ Effective project management skills and ability to prioritize tasks accordingly
+ Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
+ Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
+ Drive for continuous improvement to further develop our products
**We'd love to see:**
+ Master's degree or certification such as a CFA charter holder or CAIA
+ Experience in customer service or client relationship management
+ Experience working with international business groups and clients
+ Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python
**Does this sound like you?**
_Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!_
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Data
Ref #
10042676
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.
**What's the role?**
Technical Account Managers deliver exceptional service and support to our content partners and customers to ensure Bloomberg is the platform of choice for the distribution of their content. As part of the team, you will be responsible for ensuring delivery of quality data for the Mutual Funds and ETP product. We are focused on finding opportunities to improve our coverage, completeness, timeliness, and accuracy for the facets of funds' data. Our Technical Account Management team is responsible for the maintenance and calibre of the facets of the funds dataset including pricing and dividends, reference data, corporate actions, documents, and regulatory data. As a Technical Account Manager, your responsibility will be to develop subject matter expertise in your market, build and strengthen Bloomberg's relationships with fund houses, custodians, administrators, exchanges, and third party content partners to set up sustainable data pipelines, educate them to use best data dissemination practices, stay on top of the latest industry trends, and having a complete profile for all the funds available on Bloomberg.
**We'll trust you to:**
+ Manage our highest priority accounts with critical content partners
+ Provide outstanding support to our content partners so that they trust us with their valuable content
+ Learn from content partner interaction to be able to anticipate content partner needs
+ Establish, maintain and improve relationships with Content Partners to develop and implement technologies/workflows and facilitate efficient onboarding of new data sets
+ Play a key role in implementing our data rights and entitlements while understanding downstream impacts
+ Prioritize and manage projects with multiple partners to improve efficiency and return on investment
+ Partner with internal Content Relationship Managers to understand themes/challenges partners are raising during their relationship with Bloomberg and work to build long term solutions
+ Take ownership of any opportunities to improve our data products, acquire new content or enhance the customer experience
+ Proactively manage campaigns to stay engaged with content partners and maintain the quality and reliability of contributed content. Support colleagues with campaigns to ensure a high standard is reached across the team
+ Balance the best of technical and product knowledge to implement solutions for content partners
+ Write detailed, accurate and complete specifications/requirements
**You'll need to have:**
*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.
+ A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
+ Minimum of 2 years of relevant experience (external and internal experience)*
+ Excellent written and verbal communication skills
+ Proven experience of relationship management
+ Effective project management skills and ability to prioritize tasks accordingly
+ Ability to isolate issues and resolve problems logically while identifying long term solutions to limit such issues arising again
+ Ability to adapt within a fast-paced and dynamic environment, and desire to work on multidisciplinary teams
+ Drive for continuous improvement to further develop our products
**We'd love to see:**
+ Master's degree or certification such as a CFA charter holder or CAIA
+ Experience in customer service or client relationship management
+ Experience working with international business groups and clients
+ Knowledge in information technology and statistical analysis or computer programming for example Excel, SQL, and/or Python
**Does this sound like you?**
_Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!_
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
3
Operations Support (Mutual Funds) in Columbus, OH 43219
£22 hour
companies_data/amicis_global
Posted 22 days ago
Job Viewed
Job Description
Title: Operations Support (Mutual Funds)
br>Location: Columbus, OH 43219 < r>
Duration: 06 Months br>
Pay Rate: $20.00 - $22.00/- on W2
br>
Roles and Responsibilities:
A Mutual Funds Wealth Management Branch Service Professional that will provide industry leading service to Brokerage branch personnel by taking incoming calls regarding the Mutual Funds and 529 product and services.
Hours:
Candidates must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM
Responsibilities include:
• Provide world class customer service to field facing counterparts in all interactions < r>• Ability to handle a high volume of requests in a fast paced environment. < r>• Be self-motivated and able to work in a strong team and high activity environment < r>• Troubleshoot live mutual fund order entry and trade adjustment inquires < r>• Able to assist the field with mutual fund journal requests < r>• The ability to deliver and review 529 plans offered < r>• Apply firm policies and procedures on 529 account opening and maintenance < r>• Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests < r>
QUALIFICATIONS
• Bachelor's degree preferred or equivalent education or experience < r>• Financial experience required; mutual fund experience preferred < r>• Inbound call experience required < r>• Excellent interpersonal and client service skills < r>• Effective written and verbal communication skills < r>• Strong attention to detail and excellent judgement < r>• Organizational skills, attention to detail and excellent follow up skills < r>• Ability to research and resolve problems and service inquiries and escalate when appropriate < r>• Strong computer skills including Microsoft Suite < r>• Be self-motivated and able to work in a strong team and high activity environment < r>
br>
#CareerBuilder #Monster #Dice #Indeed #LinkedIn
br>
br>Location: Columbus, OH 43219 < r>
Duration: 06 Months br>
Pay Rate: $20.00 - $22.00/- on W2
br>
Roles and Responsibilities:
A Mutual Funds Wealth Management Branch Service Professional that will provide industry leading service to Brokerage branch personnel by taking incoming calls regarding the Mutual Funds and 529 product and services.
Hours:
Candidates must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM
Responsibilities include:
• Provide world class customer service to field facing counterparts in all interactions < r>• Ability to handle a high volume of requests in a fast paced environment. < r>• Be self-motivated and able to work in a strong team and high activity environment < r>• Troubleshoot live mutual fund order entry and trade adjustment inquires < r>• Able to assist the field with mutual fund journal requests < r>• The ability to deliver and review 529 plans offered < r>• Apply firm policies and procedures on 529 account opening and maintenance < r>• Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests < r>
QUALIFICATIONS
• Bachelor's degree preferred or equivalent education or experience < r>• Financial experience required; mutual fund experience preferred < r>• Inbound call experience required < r>• Excellent interpersonal and client service skills < r>• Effective written and verbal communication skills < r>• Strong attention to detail and excellent judgement < r>• Organizational skills, attention to detail and excellent follow up skills < r>• Ability to research and resolve problems and service inquiries and escalate when appropriate < r>• Strong computer skills including Microsoft Suite < r>• Be self-motivated and able to work in a strong team and high activity environment < r>
br>
#CareerBuilder #Monster #Dice #Indeed #LinkedIn
br>
This advertiser has chosen not to accept applicants from your region.
4
Head of Investment Management
London, London
Hanover
Posted today
Job Viewed
Job Description
Our client is a renowned wealth management firm specialising in discretionary investment management services for HNW clients. With a reputation for excellence and a client-centric approach, they are seeking an exceptional Head of Investment Management to lead their team and drive strategic growth.
The Role:
As the Head of Investment Management, you will lead a team of talented investment managers, delivering outstanding discretionary investment management services to HNW clients. This pivotal role combines hands-on client management with strategic leadership, ensuring exceptional client service and strong investment performance. You will review and refine the firm’s wealth management proposition, leveraging synergies across the group’s diverse business areas to enhance growth and client outcomes.
Key Responsibilities:
- Lead and inspire a team of investment managers to deliver superior client service and investment results.
- Actively manage a portfolio of HNW clients, maintaining strong, long-term relationships built on trust and performance.
- Review and, if necessary, reshape the wealth management proposition to ensure it remains competitive and client-focused.
- Drive the growth of the business, identifying opportunities to expand market share and leverage group synergies.
- Oversee the investment management process ensuring excellent performance for clients, you can be actively involved in the investment process (optional) or focus purely on managing clients, leadership & growth (essential) depending on your preference.
- Lead by example, demonstrating a proven track record of success in client management and team leadership.
Candidate Profile:
- Currently a Team Head, Office Head or Head of Wealth / Investment Management at a wealth management firm, looking to step up into a senior leadership role.
- Actively managing HNW clients with a loyal client base built over many years (essential).
- Proven track record of delivering growth and exceptional client service.
- Strategic thinker with the ability to review and refine business propositions.
- Strong leadership skills with experience managing and motivating high-performing teams.
- Ambitious, growth-oriented, and able to capitalize on synergies within a broader business group.
What’s on Offer:
- A market-leading remuneration package with an exciting equity opportunity.
- The chance to lead a high-calibre team in a prestigious firm with significant growth potential.
- Access to a dynamic group structure with opportunities to leverage synergies across diverse business areas.
- A platform to shape the future of the wealth management proposition and drive outstanding client outcomes.
Please apply in the first instance on LinkedIN. Many thanks for your interest in this role.
This advertiser has chosen not to accept applicants from your region.
5
Head of Investment Management
Hanover
Posted today
Job Viewed
Job Description
Our client is a renowned wealth management firm specialising in discretionary investment management services for HNW clients. With a reputation for excellence and a client-centric approach, they are seeking an exceptional Head of Investment Management to lead their team and drive strategic growth.
The Role:
As the Head of Investment Management, you will lead a team of talented investment managers, delivering outstanding discretionary investment management services to HNW clients. This pivotal role combines hands-on client management with strategic leadership, ensuring exceptional client service and strong investment performance. You will review and refine the firm’s wealth management proposition, leveraging synergies across the group’s diverse business areas to enhance growth and client outcomes.
Key Responsibilities:
- Lead and inspire a team of investment managers to deliver superior client service and investment results.
- Actively manage a portfolio of HNW clients, maintaining strong, long-term relationships built on trust and performance.
- Review and, if necessary, reshape the wealth management proposition to ensure it remains competitive and client-focused.
- Drive the growth of the business, identifying opportunities to expand market share and leverage group synergies.
- Oversee the investment management process ensuring excellent performance for clients, you can be actively involved in the investment process (optional) or focus purely on managing clients, leadership & growth (essential) depending on your preference.
- Lead by example, demonstrating a proven track record of success in client management and team leadership.
Candidate Profile:
- Currently a Team Head, Office Head or Head of Wealth / Investment Management at a wealth management firm, looking to step up into a senior leadership role.
- Actively managing HNW clients with a loyal client base built over many years (essential).
- Proven track record of delivering growth and exceptional client service.
- Strategic thinker with the ability to review and refine business propositions.
- Strong leadership skills with experience managing and motivating high-performing teams.
- Ambitious, growth-oriented, and able to capitalize on synergies within a broader business group.
What’s on Offer:
- A market-leading remuneration package with an exciting equity opportunity.
- The chance to lead a high-calibre team in a prestigious firm with significant growth potential.
- Access to a dynamic group structure with opportunities to leverage synergies across diverse business areas.
- A platform to shape the future of the wealth management proposition and drive outstanding client outcomes.
Please apply in the first instance on LinkedIN. Many thanks for your interest in this role.
This advertiser has chosen not to accept applicants from your region.
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6
Business Analyst - Investment Management
Cameron Kennedy
Posted today
Job Viewed
Job Description
Business Analyst - Investment Management
London (6 Month FTC)
You will not be considered if you do not have Investment or Asset Management experience
You need to have Standard Operating Procedures (SOPs) experience
Role Overview
A leading investment management company in London is seeking a Business Analyst for a 6-month fixed-term contract. This position is crucial to support operational changes following a major company restructure. The ideal candidate will have proven experience in investment management, particularly in developing and optimizing Standard Operating Procedures (SOPs) and business processes.
Key Responsibilities
- Develop SOPs: Create and maintain Standard Operating Procedures in line with company policies and methodologies, ensuring consistency across multiple business functions.
- Support Multiple Workstreams: Define and gather requirements, produce process maps, and develop data flow diagrams to support various operational areas.
- Business Process Modelling: Utilize strong knowledge of process modelling and lifecycle management to analyze and improve existing business systems.
- Data Analysis: Employ advanced Excel skills to analyze data and support decision-making.
- Risk Register Management: Assist in updating and managing the risk register, including following up with stakeholders for timely resolution of issues.
- Post-Migration Activities: Help in planning and managing activities following system or process migrations.
- Hypercare Participation: Join the hypercare working group, capturing meeting minutes and tracking action items.
- Stakeholder Engagement: Work closely with stakeholders to resolve issues and remove bottlenecks in business processes.
- FCA Deck Coordination: Prepare and coordinate monthly updates for FCA regulatory submissions.
Experience & Qualification Requirements
RequirementDetails
Education
Degree level or equivalent
Business Analyst Experience
Minimum 2+ years in similar roles
Investment Management Experience
Essential, within FCA-regulated environments
SOP Development
Proven experience required
Process Modelling & Lifecycle Management
Strong understanding and practical application
Excel Skills
Advanced, for data analysis
Requirements Management
Experience with requirements gathering and analysis
Software Familiarity
Knowledge of relevant business and analysis tools
Analytical & Problem-Solving Skills
Demonstrated ability to analyze and resolve issues
Workstream Support
Experience supporting multiple concurrent projects
Right to Work
No sponsorship available; must have existing rights
Additional Information
- Location: London (on-site or hybrid, as required)
- Contract: 6 months Fixed-Term
- Eligibility: Only candidates with the right to work in the UK will be considered (no sponsorship).
This role is ideal for a proactive business analyst with a background in investment management and a passion for process improvement, stakeholder engagement, and regulatory compliance.
This advertiser has chosen not to accept applicants from your region.
7
Director of Wealth & Investment Management
Aldgate, London
Next Move Recruitment Ltd
Posted 9 days 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.
8
Compliance Manager - Advisory - Investment Management
London, London
£70000 - £80000 Annually
Michael Page
Posted 9 days ago
Job Viewed
Job Description
The Compliance Manager will oversee and strengthen compliance processes within the financial services industry, ensuring adherence to regulatory frameworks.
Client Details
Mid-sized investment management firm.
Description
- To provide a proactive and technical service to the business on the interpretation and guidance of the FCA's rules (and any other relevant regulatory or legal issues that may apply);
- To provide impact assessment and gap analysis for any new FCA initiatives;
- Contribute to and take the lead in regulatory change and business change projects as required;
- 'Local' Consumer Duty and Product Governance Champion/SME for Compliance and Compliance lead for Vulnerable Customers;
- Compliance lead for SMCR and TC;
- Maintenance and improvement of Compliance policies in line with best practice and engagement with the business to ensure the embedding of said policies;
- Coordinate and deliver Compliance training, including induction training.
Profile
A successful Compliance Manager should have:
- Ability to interpret complex regulations and relay them practically to the business.
- Experience in interpretation and implementation of regulatory change within a business environment.
Job Offer
- Circa 75,000 equivalent salary, dependant on experience.
- Opportunity to work within a structured and professional environment in London.
- Chance to advance your career in the financial services industry.
If you are an experienced Compliance Manager looking to make an impact, we encourage you to apply for this exciting opportunity in London.
This advertiser has chosen not to accept applicants from your region.
9