Portfolio Specialist, Brokerage Solutions

3 weeks ago


London, Greater London, United Kingdom SS&C Technologies Holdings Full time
Investment Management Specialist Role at SS&C Technologies Holdings

We are seeking a Wealth Management Specialist to join our dynamic team at SS&C Technologies Holdings. This position focuses on delivering exceptional investment advisory services.

  • Expertise Required: In-depth knowledge of stock trading processes and investment strategies.
  • Key Competencies: Proven experience in managing client portfolios and providing tailored financial solutions.

The ideal candidate will possess a strong understanding of market trends and the ability to analyze investment opportunities effectively.



  • London, Greater London, United Kingdom TEKsystems Full time

    Job Summary:We are seeking a highly skilled Prime Brokerage Client Solutions Manager to join our team at TEKsystems. As a Prime Brokerage Client Solutions Manager, you will be responsible for onboarding clients to our Prime Services platform, developing and delivering solutions to improve client experience and generate additional revenue, and working with...


  • London, Greater London, United Kingdom Gallagher Global Brokerage Full time

    About the RoleWe are seeking a highly skilled Risk Management Consultant to join our Risk Management Solutions team at Gallagher Global Brokerage. As a key member of our team, you will play a crucial role in helping our clients navigate the complexities of risk management and develop strategies to mitigate potential threats.Key ResponsibilitiesConduct...


  • London, Greater London, United Kingdom The JM Longbridge Group Full time

    Job DescriptionThe JM Longbridge Group is seeking a highly skilled Senior Client Implementation Specialist to join our team in London. As a key member of our Prime Brokerage division, you will be responsible for delivering full system implementation projects and proof of concept initiatives.Key Responsibilities:Project management and coordination of...


  • London, Greater London, United Kingdom Gallagher Global Brokerage Full time

    About the RoleGallagher Global Brokerage is seeking a highly skilled Business Development Executive to join our dynamic team. As a key member of our organization, you will be responsible for driving business growth and development, while maintaining exceptional relationships with our clients.Key ResponsibilitiesIdentify and pursue new business opportunities,...


  • London, Greater London, United Kingdom Stride Resource Management Ltd Full time

    About Stride Resource Management LtdWe are a prestigious London-based brokerage, renowned for managing the insurance portfolios of some of the wealthiest individuals in the UK. Our company specialises in bespoke insurance solutions for high-net-worth individuals and families, providing unparalleled benefits and a unique work environment.Job SummaryWe are...


  • London, Greater London, United Kingdom Stride Resource Management Ltd Full time

    About Stride Resource Management LtdWe are a leading provider of bespoke insurance solutions for high net worth individuals and families. Our team of experts is dedicated to delivering exceptional service and tailored insurance portfolios that meet the unique needs of our clients.Job SummaryWe are seeking a highly skilled and experienced professional to join...


  • London, Greater London, United Kingdom Scotiabank Full time

    Job DescriptionJob Title: Global Prime Brokerage Operations SpecialistJob Summary:We are seeking a highly skilled Global Prime Brokerage Operations Specialist to join our team at Scotiabank. As a key member of our Prime Brokerage Middle Office, you will be responsible for providing exceptional operational support to our clients and trading desks, ensuring a...


  • London, Greater London, United Kingdom Oakmont Solutions Ltd Full time

    Oakmont Solutions Ltd is expanding its operations and is in search of skilled energy market specialists. We are interested in professionals who possess a comprehensive understanding of various sectors within the oil industry, including crude oil, refined products, and fuel oils. If you have a solid grasp of market trends, exceptional client management...


  • London, Greater London, United Kingdom Portfolio Verlag Full time

    About the RoleThe Portfolio Architect is a pivotal position at Portfolio Verlag, focused on shaping the technical landscape of products designed within a portfolio, with a concentration on Azure architecture, big data, and machine learning.Key ResponsibilitiesBig Data and Machine Learning Support: Assist in the design and implementation of big data pipelines...


  • London, Greater London, United Kingdom Gallagher Full time

    Company Overview: We are seeking a dedicated and driven individual to take on the role of Portfolio Solutions Executive. This position is integral to our Gallagher Facility and Portfolio Solutions team, engaging with both our Retail and Specialty divisions. Your role will encompass supporting all facets of facilities and portfolio solutions, ensuring...


  • London, Greater London, United Kingdom Gallagher Full time

    Company Overview: We are seeking a dedicated and proactive individual to take on the role of Portfolio Solutions Executive. This position is integral to our Gallagher Facility and Portfolio Solutions team, which operates within both our Retail and Specialty divisions. Your primary focus will be to facilitate all elements of facilities and portfolio...


  • London, Greater London, United Kingdom Gallagher Global Brokerage Full time

    About the RoleWe are seeking a highly skilled Risk Management Consultant to join our Risk Management Solutions team at Gallagher Global Brokerage. As a key member of our team, you will play a crucial role in helping our clients navigate the complexities of risk management and develop strategies to mitigate potential threats.Key ResponsibilitiesConduct...


  • London, Greater London, United Kingdom TEKsystems Full time

    Job DescriptionKey Responsibilities:Onboard clients to the Prime Services platform, ensuring seamless integration and optimal utilization of services.Develop and deliver tailored solutions to enhance client experience, drive revenue growth, and foster long-term relationships.Collaborate with the Prime Services business and technology/project teams to design...


  • London, Greater London, United Kingdom Gallagher Full time

    About Gallagher: We are seeking a dedicated and detail-oriented individual to take on the role of Portfolio Solutions Executive. This position is pivotal in supporting our Gallagher Facility and Portfolio Solutions team, which operates across both Retail and Specialty divisions. The successful candidate will play a key role in ensuring efficient service...


  • London, Greater London, United Kingdom CLARKSON PLC Full time

    Position OverviewWe are seeking a skilled Broker to enhance our operations within the CPP West Africa sector. This role will involve engaging in negotiations for spot cargoes, managing contract allocations, and optimizing financial outcomes for vessels. The successful candidate will possess substantial experience in the CPP West Africa markets. Key...


  • London, Greater London, United Kingdom Portfolio Verlag Full time

    About the RoleThe Portfolio Architect is a key position at Portfolio Verlag, responsible for shaping the technical landscape of products within a portfolio. This role focuses on Azure architecture, big data, and machine learning, working closely with senior architects and product teams.Key ResponsibilitiesBig Data and Machine Learning Support: Assist in the...


  • London, Greater London, United Kingdom Spencer Clarke Group Full time

    Job DescriptionJob Title: Integrated Brokerage ManagerJob Type: Full-timeLocation: Remote (with occasional on-site meetings)Job Description:Main ResponsibilitiesDevelop and Manage Integrated Support Brokerage Services: Collaborate with key stakeholders to design and implement tailored care packages, ensuring cost-effectiveness and quality assurance.System...


  • London, Greater London, United Kingdom Spencer Clarke Group Full time

    Job DescriptionJob Title: Integrated Brokerage ManagerJob Type: Full-timeLocation: Remote (with occasional on-site meetings)Job Description:Main ResponsibilitiesDevelop and Manage Integrated Support Brokerage Services: Collaborate with key stakeholders to design and implement tailored care packages, ensuring cost-effectiveness and quality assurance.System...


  • London, Greater London, United Kingdom Superscript Full time

    Position OverviewSuperscript is seeking a dedicated and proactive IBA Accounts Technician to contribute significantly to the financial management of our insurance brokerage operations.Reporting directly to the IBA Manager, this role presents an excellent opportunity to join a skilled and supportive finance team, enabling you to make a meaningful impact while...


  • London, Greater London, United Kingdom Christie & Co Full time

    Job SummaryChristie & Co is seeking a highly skilled and motivated individual to join our team as a Pharmacy Sector Brokerage Specialist. As a key member of our team, you will be responsible for developing and executing strategies to drive growth and success in the pharmacy sector.Key ResponsibilitiesDevelop and maintain relationships with key stakeholders...