Banking & Financial Services - Operations / Middle Office - Asset Management jobs
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Operations / Middle Office - Asset Management jobs
An opportunity for an individual with experience in capital gains tax has arisen in one of Glasgow's long-standing Financial Services business.
- Capital Gains Tax
- Financial Services, Glasgow
A great opportunity within Wealth Management has arisen for an Investment and Financial Planning assistant based in Edinburgh city centre. The ideal candidate would be qualified in Regulated Financial Planning (or working towards their qualifications)and have work experience within Financial Services.
LondonPermanent£30,000 - £40,000
- Wealth Management
- Financial Services, Edinburgh
For the Client Services Associate role, my client are seeking a bright and social individual to join the Client Services area of their Fund Operations Team in London. The successful candidate will have (at minimum) an undergraduate degree with an excellent academic record, paired with strong oral and written skills necessary for this position. Prior experience is not a necessity; however, an interest in the industry will be an asset.
LondonPermanent£35,000 - £45,000
- Looking for a sucessful Graduate or 1-3 years experience candidate
- Sucessful investment firm based in South West London
The Senior Client Services role is essential to provide existing clients with service in a fully compliant manner and in line with defined service levels as well as supporting the new client operational onboarding process.
This is a very client facing role and requires a thorough understanding of UK Funds Operational Processes and hands on experience servicing institutional/major business clients.
LondonPermanent£50,000 - £55,000
- Must have operational mutual funds knowledge
- Relationship management - very client facing
The Performance Analyst will support the Pooled funds team in the calculation, of performance, attribution and ex-post risk returns. To provide Retail Sales team with the data required for pitches, presentations and DDQ's. To produce monthly Pooled Fund and MPS/DFM factsheets in conjunction with Marketing and Fund Managers. To assist with the calculation of complexed performance calculations such as drawdown, risk analysis and ratios for private clients and model portfolios.
LondonPermanent£40,000 - £55,000
- Performance and Risk Analyst in Investment Management
- Factset and Morningstar experience desirable
The Senior Fund Administrator will provide professional depositary administration services to a portfolio of Alternative Investment Funds ("AIFs"), within a Financial Services setting.
City of LondonTemporary£150 - £200 per day (£38,997 - £51,996)
- Must have Trust and Fund Admin knowledge
- Ideally Aleternative Investment Funds knowledge
My client is looking for a client services professional to deliver an exceptional service to UK Retail Direct clients through various channels including phone, email and webchat. To ensure compliance with client requirements, internal policies and procedures and our regulatory framework.
- Experience in a client facing role - phone based experience essential
- Knowledge of UK Investment products - ETF, Pension Funds, Mutual Funds etc..