922 Private Client Senior Associate Partner 85 000 100 000 jobs in the United Kingdom

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• A highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Project Manager – Investment Management (Buy-Side)

A leading global Investment Manager is seeking an experienced Project Manager to deliver front-to-back change initiatives. The first assignment will focus on risk and performance projects, with responsibility for overseeing a growing change team that is set to double from 10 to 20 people.

This position follows a hybrid working model, with three days per week in the office.

Key Responsibilities:

• Lead the delivery of complex projects, initially across risk and performance.
• Manage and scale a project team, driving growth from 10 to 20 members.
• Partner with portfolio managers, risk, performance, operations, and technology teams to ensure business priorities are met.
• Establish and maintain project governance, tracking milestones, risks, and dependencies.
• Ensure timely, high-quality delivery across multiple workstreams.

Key Requirements:

• Proven experience as a Project Manager within asset management / buy-side.
• Track record delivering projects in risk, performance, or related front office functions.
• Strong leadership skills with experience growing and managing teams.
• Excellent stakeholder management and communication skills, including senior-level engagement.
• Good understanding of the investment management lifecycle and operating environment.

Why Join?

This is an opportunity to lead critical initiatives within a global investment manager and build a high-performing project team at scale.

Project Manager – Investment Management (Buy-Side)

A leading global Investment Manager is seeking an experienced Project Manager to deliver front-to-back change initiatives. The first assignment will focus on risk and performance projects, with responsibility for overseeing a growing change team that is set to double from 10 to 20 people.

This position follows a hybrid working model, with three days per week in the office.

Key Responsibilities:

• Lead the delivery of complex projects, initially across risk and performance.
• Manage and scale a project team, driving growth from 10 to 20 members.
• Partner with portfolio managers, risk, performance, operations, and technology teams to ensure business priorities are met.
• Establish and maintain project governance, tracking milestones, risks, and dependencies.
• Ensure timely, high-quality delivery across multiple workstreams.

Key Requirements:

• Proven experience as a Project Manager within asset management / buy-side.
• Track record delivering projects in risk, performance, or related front office functions.
• Strong leadership skills with experience growing and managing teams.
• Excellent stakeholder management and communication skills, including senior-level engagement.
• Good understanding of the investment management lifecycle and operating environment.

Why Join?

This is an opportunity to lead critical initiatives within a global investment manager and build a high-performing project team at scale.

Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.

Responsibilities:

• Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
• Quarterly accounts and investor reporting;
• Transaction and deal support.
• Monitor and review transactions including capital calls, distribution calculations and notices;
• Review management fee and carry calculations;
• Assist with forecasting of liquidity requirements for SPV entities;
• Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
• Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
• Develop an understanding of investment holding structures and ensure these are maintained correctly.
• Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
• Work with the SPV administrators to ensure investors receive timely financial information and reporting.
• Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
• Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.

Qualifications:

• Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
• Qualified ACA/ ACCA/ CA

Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.

Responsibilities:

• Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
• Quarterly accounts and investor reporting;
• Transaction and deal support.
• Monitor and review transactions including capital calls, distribution calculations and notices;
• Review management fee and carry calculations;
• Assist with forecasting of liquidity requirements for SPV entities;
• Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
• Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
• Develop an understanding of investment holding structures and ensure these are maintained correctly.
• Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
• Work with the SPV administrators to ensure investors receive timely financial information and reporting.
• Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
• Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.

Qualifications:

• Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
• Qualified ACA/ ACCA/ CA

• Manage the day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
• Prepare and review monthly, quarterly, and annual financial statements in accordance with relevant accounting standards (e.g., IFRS, GAAP).
• Oversee the financial planning and analysis process, including budgeting, forecasting, and variance analysis.
• Ensure compliance with all regulatory requirements, including FCA regulations and tax laws.
• Develop and implement internal controls to safeguard company assets and ensure the accuracy of financial reporting.
• Manage relationships with external auditors, providing necessary documentation and support.
• Lead the financial integration of new business initiatives or acquisitions.
• Mentor and develop the accounting team, fostering a culture of high performance and continuous improvement.
• Provide insightful financial reporting and analysis to senior management to support strategic decision-making.
• Evaluate and enhance accounting systems and processes for efficiency and accuracy.
• Reconcile complex balance sheet accounts and ensure their accuracy.
• Assist with treasury functions, including cash management and investment oversight.

• Qualified Accountant (e.g., ACA, ACCA, CIMA, CPA) with a proven track record in financial control.
• Minimum of 6 years of relevant accounting experience, preferably within the financial services or investment management sector.
• In-depth knowledge of investment accounting principles, fund accounting, and financial instruments.
• Strong understanding of UK GAAP and IFRS.
• Experience with regulatory reporting for financial services firms.
• Proficiency in financial accounting software (e.g., SAP, Oracle) and advanced Excel skills.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong leadership and team management skills.
• Excellent communication and interpersonal skills, with the ability to liaise effectively with stakeholders at all levels.
• Experience with hybrid working models and effective remote collaboration tools.
• High level of integrity and attention to detail.
• Familiarity with tax compliance and reporting.

• Conduct in-depth financial analysis of potential investments, including market research, valuation, and risk assessment.
• Develop complex financial models to support investment decisions and scenario planning.
• Prepare detailed financial reports, presentations, and investment memorandums for senior management and investment committees.
• Monitor and analyze portfolio performance, identifying trends and areas for improvement.
• Collaborate remotely with portfolio managers, research analysts, and other stakeholders to provide financial insights.
• Assist in the development and execution of financial strategies and business plans.
• Perform due diligence on potential acquisitions and partnerships.
• Stay abreast of economic trends, market developments, and regulatory changes affecting the investment industry.
• Ensure the accuracy and integrity of financial data.
• Contribute to the continuous improvement of financial reporting and analytical processes.

12 Month Fixed Term Contract, hybrid working 1 day a week / fortnight in the office.

Meraki Talent are working with an Investment Manager to help identify them a Legal Counsel to support their General Counsel in managing the organisation’s legal affairs and risks. Working closely with other members of the Legal Team to provide advice and support to the Board and wider business. This role will involve advising on a broad range of legal and regulatory matters, as well as liaising with external counsel when required.

The Legal Team undertakes a wide scope of work, including regulated procurements, commercial and IT contracts, data privacy, Freedom of Information Act requests, corporate governance, and support to the Compliance and HR functions. The team also advises on investment management-related legal matters.

Key Responsibilities

• Maintain a strong working knowledge of all relevant legal obligations affecting the organisation.
• Provide advice on contracts and agreements, including:
• Employment contracts and engagement documentation for employees, consultants, and workers.
• General procurement, including regulated procurements under the Public Contracts Regulations 2015.
• Supply of goods and services contracts, particularly IT-related agreements.
• (Depending on experience) contracts and documentation relating to investments, including pooled fund and private markets investments.
• Assist with FOIA requests, advising on exemptions and drafting responses from a legal perspective.
• Provide advice on data protection matters, including compliance with the Data Protection Act 2018.
• Support the identification, reporting, and prioritisation of changing legal obligations through horizon-scanning and assessments.
• Facilitate legal advice to colleagues across the business.
• Research, interpret, and disseminate updates on applicable laws and regulations.
• Support the implementation of legal and regulatory changes to ensure ongoing compliance.
• Provide line management and guidance to junior members of the Legal Team.

Person Specification

• Qualified lawyer or experienced in handling a broad range of legal matters.
• Strong knowledge of commercial, procurement, data protection, and corporate governance law.
• Experience of working within a regulated or complex organisation, ideally with exposure to financial services or investment management.
• Confident in drafting, negotiating, and advising on a wide range of contracts.
• Skilled in horizon-scanning and interpreting evolving regulatory landscapes.
• Pragmatic, detail-oriented, and able to deliver as a “completer-finisher.”
• Comfortable challenging and influencing at all levels of the organisation.
• Values-driven, with a commitment to diversity, inclusion, and collaborative working.
• Strong IT and business application skills.

Are you an Assistant Co Sec/Fund Administrator with Investment Management/funds/PE experience looking for an exciting, newly created role within a high growth Alternative Investments Manager?

This impressive international investment management business operates a number of funds and has a particular strength in real estate and private equity but also has investments in public markets, private debt and is currently expanding into insurance and banking. The firm also provides wealth management for a range of global HNW and UHNW individuals.

The business currently has AUM of £4.5Bn and operates out of offices in London, Europe the US and Middle East with each of their various entities being fully regulated in the territories in which they operate.

With huge ambition, the business is passionate about their clients who are at the very heart of everything they do. However, they are equally passionate about their people, believing people are the backbone of the organisation and are crucial to its success and in creating their strong, values-led culture.

The business has grown rapidly and is actively expanding into new investment areas. As a high growth business, they have previously outsourced a number of core business functions to external service providers. However, as the business continues to grow, there is a drive to bring more of these functions in-house to improve quality and be in line with regulatory best practice.

Reporting to the relatively newly appointed Company Secretary, in this brand-new role you will have responsibility for all the governance, board support and entity management activities of a group of funds based in the UK, Channel Islands, Luxembourg and the Caribbean - including c150 entities. However, this opportunity also has fantastic variety and exposure as you will also get involved with some of the broader Fund Administration work. Further recruitment is planned and so this is a great opportunity to play a key role in a growing function!

Key responsibilities will include:

• Assist with set-up and closing of companies in various geographies ensuring compliance with various regulatory requirements.
• Lead IT initiatives including bringing all entities into Diligent
• Help maintain accurate records of company officers and shareholders, and support document preparation for board meetings.
• Maintain updated and well-organized minute books and statutory registers.
• Assist in maintaining clear records of all compliance and risk management activities.
• Respond to data requests raised internally and externally.
• Support the administration of a portfolio of fund structures, including private equity, real estate, and other alternative investment vehicles.
• Ensure adherence to internal policies and procedures.
• Liaise with internal stakeholders, auditors, legal counsel, and other stakeholders to ensure smooth fund operations.
• Assist in the onboarding of new clients and fund structures, including due diligence and documentation, where needed.
• Monitor compliance with fund documentation, regulatory requirements, and internal controls.

As the ideal candidate for this exciting opportunity, you are likely to:

• Have a minimum of 3-5 years of Co Sec experience within an investment management or PE environment or within a service provider supporting clients in the investment management/PE sector.
• Ideally have a background in fund administration with a sound understanding of fund structures, opening, closing, client onboarding and of the associated regulatory and compliance requirements
• Be familiar with both UK based funds and (preferably) offshore jurisdictions
• Have proven skills in entity management including statutory compliance and board support
• Have strong communication and organisational skills with a keen eye for detail
• Have experience of systems such as Diligent

Basic salary is c£65,000 (neg) plus a benefits package.

The opportunity is based in their central London office and is contractually full-time in the office initially. However, there is a culture of flexibility which allows for a degree of home working on an informal/discretionary basis.

Ref: 34745