1,217 Private Client Senior Associate Partner 85 000 100 000 jobs in the United Kingdom
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Investment Management Portfolio Associate
Posted 3 days ago
Job Viewed
Job Description
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.
Investment Management Portfolio Associate
Posted 3 days ago
Job Viewed
Job Description
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.
Financial Controller - Investment Management
Posted today
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Job Description
Financial Controller - Investment Management
Posted today
Job Viewed
Job Description
Investment Management - Project Manager
Posted today
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Job Description
Investment Management - Project Manager
Posted today
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Job Description
Investment Management - Project Manager
Posted 1 day ago
Job Viewed
Job Description
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.
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Investment Management - Project Manager
Posted 1 day ago
Job Viewed
Job Description
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.
Financial Controller - Investment Management
Posted 1 day ago
Job Viewed
Job Description
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
Financial Controller - Investment Management
Posted 1 day ago
Job Viewed
Job Description
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