23 Wealth Management jobs in London
Data Scientist, Quantitative Strategies (Asset & Wealth Management)
Posted today
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Job Description
We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
About the role:
We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.
This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.
Key Responsibilities
- Automate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.
- Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.
- Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.
- Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.
- Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.
- Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.
- Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.
Requirements
Qualifications and Skills
- Degree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.
- Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.
- Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).
- Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.
- Demonstrable experience applying machine learning techniques (e.g., Gradient Boosting, Random Forests, Clustering) to data, preferably financial.
- Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.
- Proficiency in SQL for querying and managing large datasets.
Preferred
- Familiarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.
- Exposure to cloud computing platforms (e.g., AWS, GCP) or big data technologies (e.g., Spark).
- An interest in deep learning frameworks (e.g., TensorFlow, PyTorch).
- Progress towards the CFA or FRM designation is a plus.
What We offer
- The opportunity to make a direct and meaningful impact on investment decisions at a leading firm.
- A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.
- Strong mentorship and clear pathways for career progression and professional development.
- Access to extensive datasets and existing quantitative stack.
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Data Solutions Manager - Financial Services - Wealth Management Remote, UK
Posted 2 days ago
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Job Description
Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.
Role - Manager, Data Services aka Data Manager, Data Solutions Manager
Location - Fully remote - Flex Start / Finish
Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days
We’re hiring a Data Solutions Manager to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.
What you’ll need:
Strong track record in data migration & BI
Knowledge of data governance, data quality and lifecycle management
Proven leadership and people management experience
Background in financial services (ideally wealth/asset management)
Nice to have's
Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous
Experience of AI / ML (this role will be central to the strategy for this going forward)
Interested? Please send your cv for a swift response
Snr Project Manager - Consultant - Remote UK - FS / Wealth Management
Posted 2 days ago
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Job Description
A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.
Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager
Location - Remote, UK - Flex Start / Finish times
Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days
We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.
What you’ll need:
Experience delivering CRM or tech-enabled transformation projects
Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)
Expertise managing functional change and data migration workstreams
Excellent stakeholder engagement and vendor management skills
What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.
Great opportunity to join rapidly growing forward think consultancy.
Interested? Please send a cv for a swift response
Snr Project Manager - Consultant - Remote UK - FS / Wealth Management
Posted 2 days ago
Job Viewed
Job Description
A rare chance to take a remote-first, equity-backed role where you’ll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management / IFA space.
Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager
Location - Remote, UK - Flex Start / Finish times
Salary 70 - 80K (flex) + Bonus + Health + EMI + 25 days+ 5% Pension + 25 Days
We’re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale.
What you’ll need:
Experience delivering CRM or tech-enabled transformation projects
Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house)
Expertise managing functional change and data migration workstreams
Excellent stakeholder engagement and vendor management skills
What’s on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform.
Great opportunity to join rapidly growing forward think consultancy.
Interested? Please send a cv for a swift response
Data Solutions Manager - Financial Services - Wealth Management Remote, UK
Posted 2 days ago
Job Viewed
Job Description
Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.
Role - Manager, Data Services aka Data Manager, Data Solutions Manager
Location - Fully remote - Flex Start / Finish
Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days
We’re hiring a Data Solutions Manager to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.
What you’ll need:
Strong track record in data migration & BI
Knowledge of data governance, data quality and lifecycle management
Proven leadership and people management experience
Background in financial services (ideally wealth/asset management)
Nice to have's
Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous
Experience of AI / ML (this role will be central to the strategy for this going forward)
Interested? Please send your cv for a swift response
Associate Director - Portfolio Management
Posted 14 days ago
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Job Description
With a competitive salary ranging from 90,000 to 100,000, plus bonus and company equity plan, this role offers a fantastic package. You'll also enjoy benefits such as a company pension, life insurance, income protection, and healthcare. It's a chance to make a significant impact while enjoying the rewards of your hard work.
Our client is a well-established real estate finance lender, dedicated to providing bespoke funding solutions to SME and mid-market developers. With a strong presence in the UK, they are committed to fostering growth and innovation within the real estate finance industry.
As an Associate Director - Portfolio Management, your responsibilities will include:
- Overseeing loan portfolios to ensure alignment with risk appetite and investment strategy.
- Monitoring and mitigating risks associated with borrower defaults.
- Conducting financial analysis and modelling to assess loan performance.
- Preparing detailed reports on portfolio performance for senior management.
- Collaborating on strategy development for portfolio growth.
- Maintaining relationships with clients and stakeholders.
- Leading and mentoring junior team members.
- Participating in credit assessments and recommending decisions.
- Collaborating with underwriting, collections, and compliance teams.
- Utilising portfolio management software for data analysis.
- Staying informed on industry trends and regulatory changes.
Package and Benefits:
The Associate Director - Portfolio Management role comes with an attractive package:
- Annual salary of 90,000 - 100,000
- Bonus and company equity plan
- Company pension
- Life insurance
- Income protection
- Healthcare
The ideal candidate for the Associate Director - Portfolio Management role should have:
- Extensive experience in real estate financing, particularly in private equity.
- Strong commercial acumen and operational discipline.
- Attention to detail for identifying potential risk issues.
- In-depth regulatory knowledge and understanding of financial laws.
- Effective communication skills for guidance and training.
- High ethical standards for unbiased compliance practices.
If you're interested in roles like Portfolio Manager, Risk Manager, Credit Risk Analyst, Real Estate Finance Manager, or Loan Portfolio Analyst, this Associate Director - Portfolio Management position could be the perfect fit for you. It's an opportunity to leverage your skills and experience in a dynamic and rewarding environment.
Don't miss out on this fantastic opportunity to advance your career as an Associate Director - Portfolio Management with our client. If you're ready to make a significant impact and enjoy a rewarding package, we want to hear from you!
Vice President / Associate, Portfolio Management - Index
Posted 6 days ago
Job Viewed
Job Description
**Business Unit Overview**
BlackRock Global Markets and Index Investments (BGM) brings together BlackRock's Index Investments, Cash Management, Global Trading, ETF Markets, Securities Lending, and Financing & Financial Resource Management businesses. Together, we provide clients with superior market access and index investment outcomes through:
+ World class talent, operating at the intersection of investment insight, markets expertise, risk management and process design
+ Technology at the heart of our processes, with in-business tech teams that create cutting-edge IP, providing an advantage in quality, scale, and risk control
+ A focus on transforming markets, driving and advocating for more accessible, resilient, and transparent markets to deliver more choice and lower costs for investors
**Your Role and Impact**
We have a superb opportunity for a Portfolio Manager to join our London Index Equity Portfolio Management team. You'll be responsible for all aspects of index equity portfolio management of global equity exposures, including the day-to-day management, risk and performance analysis and business process reengineering. We're looking for individuals who are passionate about making a difference and have the know-how to make it happen - both as Students of the Market as well as Students of Technology!
**Your Responsibilities**
+ Perform daily portfolio management tasks; daily liquidity management, portfolio re-balancing, corporate action analysis, client activity, risk and performance monitoring
+ Performance and risk management
+ Work with our Global Trading teams to navigate rebalances and other large-scale investment events
+ Help establish portfolio management best practices that can be shared globally
+ Build our next generation investment platform
+ Identify and drive operational improvements that lower risk and increase efficiency across the global teams
+ Engage with business partners to provide thought leadership and advice to promote high quality client solutions
+ Support client-facing groups in client reporting and analysis on ad-hoc requests.
+ Contributing positively to our culture and supporting diversity, equity and inclusion
**You Have**
We're looking for individuals, from a variety of backgrounds, who have:
+ A passion for financial markets and technology
+ Knowledge of both equities and the indexing ecosystem
+ ETF knowledge and experience is a plus
+ High levels of self-motivation and a strong work-ethic
+ The desire to make an impact
+ A passion to be constantly learning and developing new skills every single day
**Skills/Qualifications**
The aptitudes we look for in our PMs include:
+ **High attention to detail and accountability** , with robust organisational and project management capabilities.
+ **Ability to work quickly and accurately** in a fast-paced, data-driven environment.
+ **Excellent analytical and problem-solving skills** , with the ability to translate complex technical concepts into actionable insights.
+ **Strong technical proficiency** , including hands-on experience with data tools and programming languages (preferably in Python; familiarity with APIs, automation, and scripting is a plus) and a deep interest in technology solutions related to portfolio management, trading, and data analytics.
+ **Experience in the investment industry or portfolio management (4+ years)** , with a solid understanding of financial instruments and derivatives.
+ **Effective written and verbal communication skills** , including the ability to explain technical topics to non-technical stakeholders.
+ **Collaborative mindset and relationship-building skills** , with a desire to work cross-functionally with engineering, data science, and investment teams.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
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Associate, LDI Client Portfolio Management team
Posted 7 days ago
Job Viewed
Job Description
**BlackRock**
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2025, the firm managed approximately $12.5 trillion in assets on behalf of investors worldwide.
**Portfolio Management Group - Liability Driven Investments (LDI)**
With one of the most diverse set of capabilities and resources in the industry, we are uniquely positioned to be able to put our best ideas into practice and deliver comprehensive solutions for our clients. A pillar of BlackRock's Global Fixed Income business, the EMEA liability driven investment business manages exposure in excess of $200bn as at June 30, 2025.
The Liability Driven Investment (LDI) business utilises the breadth and depth of the entire fixed income platform when delivering investment solutions for our clients. BlackRock has been running LDI mandates for over 30 years, and we are passionate about crafting and implementing fixed income solutions to help institutional clients meet their long-term investment objectives. We are an investment team with offices located in London, Amsterdam, Gurgaon, New York, Atlanta and San Francisco split across Client Portfolio Management and Core Portfolio Management sub-teams.
**The Team**
The **Client Portfolio Management team** is responsible for the design, development and support of integrated LDI and fixed income solutions for institutional investors. The team is the primary contact point for clients and consultants on all matters related to the LDI and integrated fixed income portfolios.
The team works closely with the Core Portfolio Management team, who are responsible for trade construction, implementation and on-going management of LDI portfolios.
**What you will be doing**
The **LDI Client Portfolio Manager** plays a lead role in designing and implementing LDI strategies, including integration with our key partners in Global Fixed Income, for our clients in EMEA. Specific responsibilities include:
+ Engagement with existing and prospective clients to identify the investment challenges they face, and to understand their goals and objectives, working collaboratively to find solutions;
+ Preparing legal documentation and facilitating the agreed investment strategy;
+ Providing ongoing technical support to the client with respect to the mandate (i.e. training, delivering mandate and market updates, resolving client requests);
+ Preparing presentation materials and articulating to clients;
+ Working to integrate ESG considerations into a range of LDI solutions;
+ Contributing to idea generation and thought leadership tailored for LDI clients and prospects;
+ Working in partnership with internal stakeholders across the organisation to achieve the above;
+ Contributing to further enable the broader team through the use of generative AI and python.
**Your background**
+ 2-3 years of relevant experience (ideally fixed income or pensions-related, in asset management, banking, or consulting)
+ Strong technical and analytical skills
+ Coding skills would be beneficial (Python)
+ A (partially) completed CFA, FRM and/or Actuarial qualification is a plus
+ Passion for markets - an interest in how they work and how investment strategies are created
+ Ability to work confidently with clients and internal partners, taking accountability for delivering high-quality output in a timely manner
+ Fluent English speaker and writer
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Geo Strategist, Europe North & West, Regional Portfolio Management - EMEA
Posted 13 days ago
Job Viewed
Job Description
Work hard, have fun, make history. That's what we do every day at Amazon. Global Real Estate and Facilities (GREF) in the Europe, Middle East, and Africa (EMEA) region manages an extensive corporate office portfolio encompassing approximately 10 million rentable square feet (RSF) spread over 43 countries, 86 cities, and 139 buildings. Currently, GREF's EMEA operations are organized into nine distinct areas to efficiently serve its diverse customer base, including various business teams, leaders, and vendors who utilize Amazon's corporate offices. Looking ahead to 2025, GREF plans to restructure its services to align more closely with major Amazon organizations such as AWS, Stores, Devices, and FGBS. This strategic realignment will consolidate the existing nine areas into five geographical regions or "Geos," mirroring the operational and reporting structures of Amazon's key business units.
Amazon's GREF team is seeking a Geo Strategist, a leader who will be expected to align real estate strategy to business needs in partnership with key GREF Stakeholders and maintain a customer centric approach. The role will partner with all Amazon teams and functions such as PP, PR, TRAD (Talent Research & Development), along with internal GREF teams, such as Global Business Partnering, Space and Occupancy planning, and Design and Construction, to support the implementation of workplace design, space, and strategic needs for the Geo in order to support business requirements. This role will support GEO 2: Europe North & West, which will oversee 6 countries, 17 cities, 30 buildings, and 2.1 MM RSF. This position requires the candidate to be based within this specific geo, facilitating direct and efficient support for GREF's operations in the region.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable and consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
This position is office-based; however, Amazon encourages open communication about unique needs for flexible arrangements.
Key job responsibilities
- Develop and lead the implementation of strategic initiatives to support business requirements
- Write documents and provide writing support in line with Amazon standards
- Supporting in person and remote meetings with internal GREF stakeholders and customers
- Collaborate with global business partnering and business leaders to understand their real estate and portfolio needs, ensuring these requirements are accurately captured and addressed
- Collaborate with a variety of stakeholders, including but not limited to, Amazon Financial Planning & Analysis (FP&A), Finance Leaders, and PXT to validate headcount data (i.e., forecasted demand)
- Maintain clear and consistent communication with business units, providing updates and addressing any concerns or questions related to real estate and portfolio matters
- Work in a matrix reporting structure, encompassing both dotted and hard reporting lines
- Cross functionally engage and coordinate with Regional Portfolio Strategist
Basic Qualifications
- Significant experience of program or project management
- Significant experience developing real estate strategies, working in space planning, occupancy planning, program management or customer experience
Preferred Qualifications
- Experience using data and metrics to determine and drive improvements
- Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership
- Customer-experience focused; consistently exceeding expectations and prioritizing customer needs
- Exhibit excellence in reporting; capable of synthesizing complex information into clear, actionable insights
- Communicates effectively with stakeholders at all levels, providing regular updates and maintaining transparency
- While independent and self-driven, values collaboration, working effectively with cross-functional teams to achieve common goals
- Problem-solving mindset: actively seeking opportunities to identify and address areas for improvement
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Investment Management Portfolio Associate
Posted 7 days ago
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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.