Portfolio Manager Assistant
1 week ago
As a Portfolio Manager Assistant at Schroders in Horsham, you will play a pivotal role in ensuring timely and accurate set-up and maintenance of Transfer Agency (TA) Data.
About the Role- We are seeking an enthusiastic and dedicated individual to manage relationships with Custodians, organize review meetings, and ensure effective communication and coordination.
- The successful candidate will be responsible for organizing Custodian Review Meetings, including preparing meeting minutes and management summaries.
Estimated salary: £45,000 - £55,000 per annum.
Main Responsibilities:
- Managing service agreements with our custodians and ensuring compliance with regulatory requirements.
- Handling Anti-Money Laundering/Know Your Customer (AML/KYC) requests.
- Conducting due diligence on Custodians to assess their suitability and manage associated risks.
About Us:
Schroders is a global investment manager committed to delivering excellent investment performance to clients through active management. We prioritize inclusion and diversity as strategic priorities and uphold our commitment as an equal opportunities employer.
-
Junior Portfolio Manager
1 month ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeJob ResponsibilitiesWe are seeking a Junior Portfolio Manager to support the analysis of financial information from our private portfolio companies. In this role, you will be responsible for assisting in the month-end and quarter-end valuation processes, including the execution of internal controls and review and reconciliation of fund valuations.You will...
-
Portfolio Management Specialist
1 day ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full time**Job Title:** Portfolio Management Specialist**Location:** UK**Estimated Salary:** £45,000 - £60,000 per annumWe are looking for a skilled Portfolio Management Specialist to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.The successful candidate will have a minimum of one...
-
Portfolio Analyst
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the jobWe have an exciting opportunity for a Valuation Controller to join our team in Horsham, West Sussex.The job descriptionThe successful candidate will assist in the month-end and quarter-end valuation processes, including the execution of internal controls and review and reconciliation of fund valuations. They will also collect, record and analyse...
-
Financial Portfolio Manager
2 weeks ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeJob DescriptionWe are seeking a seasoned professional with expertise in wealth management and a track record of success in the financial industry.Key Responsibilities:Develop comprehensive financial plans that align with clients' wealth management goals.Create and manage investment portfolios, staying abreast of market trends to optimize client...
-
Transformation Portfolio Leader
1 week ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeJob Title:Transformation Portfolio LeaderAbout Us:We are a leading investment manager, making decisions on behalf of savers and investors worldwide. Our expertise spans private and public markets, managing £9 billion in wealth and investments.Role Overview:We seek an experienced Transformation Portfolio Leader to oversee our dynamic change programme. This...
-
Transformation Portfolio Strategist
2 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeCompany OverviewSchroders is a leading global investment manager with £9 billion of wealth and investments under management. We help our clients achieve their long-term financial goals by providing expert investment advice and portfolio management services.
-
Property Portfolio Lead Specialist
4 days ago
Horsham, West Sussex, United Kingdom Horsham District Council Full timeJob SummaryThis position requires a property portfolio lead specialist with experience in facilities management, carbon net zero principles, and construction or property management. The successful candidate will assume responsibility for the council's portfolios, oversee service contracts, and manage maintenance budgets. They will also advise internal and...
-
Financial Services Manager
1 month ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeAbout the RoleA leading accountancy firm in West Sussex is looking for an ambitious manager or senior manager to join their spangly offices in Horsham. They are the fastest-growing accountancy firm in Sussex, with multiple offices looking after thousands of businesses and individuals across the county, providing the full array of specialist accountancy,...
-
Company Tax Assistant
4 weeks ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeJob OverviewWe are looking for an experienced Tax Support Specialist to join our team at Pro Talent. As a Senior Tax Administrator, you will be responsible for drafting company tax returns and personal tax computations, supporting managers, and conducting research for advisory and project work.Develop and maintain accurate records of company tax returns and...
-
Financial Controller Assistant
1 month ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeJob DescriptionWe are seeking a skilled Financial Controller Assistant to join our team at ENGINEERINGUK. As a key member of our finance department, you will be responsible for supporting the execution of monthly and quarterly Private Equity valuation processes.In this role, you will assist in collecting, recording, and analysing financial data from...
-
Senior Audit Manager
2 weeks ago
Horsham, West Sussex, United Kingdom Kreston Reeves Full timeAbout the OpportunityWe are seeking a highly experienced Audit Senior to join our Audit and Corporate team in Sussex. This is a challenging role that requires leadership and management skills, with the opportunity to work on a diverse portfolio of clients across various industries.The successful candidate will have ACA / ACCA qualification, statutory audit...
-
Tax Assistant Role in Horsham
1 week ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeAbout Us:We are a multi-sited accountancy firm based in Horsham, recruiting a Tax Assistant / Semi-senior to join our busy and successful Tax team.Job Description:This is an excellent opportunity for a Tax professional to join our firm and work on drafting company tax returns, personal tax computations and supporting managers with their portfolios.What We...
-
Financial Taxation Manager
1 day ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeThe role of a Financial Taxation Manager with ProTalent Limited involves reviewing company tax and personal tax computations, managing a portfolio of clients, and being responsible for all tax affairs.As a Corporate Tax Professional, you will support the partners with tax advisory services and ad-hoc project work, oversee staff training and mentoring, and...
-
Valuation Support Manager
1 day ago
Horsham, West Sussex, United Kingdom Schroders Full timeSchroders is a renowned global investment manager dedicated to helping our clients achieve their long-term financial goals. We are looking for an exceptional Valuation Support Manager to join our Private Equity team and support our valuation processes.We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience.Main...
-
Taxation Manager Position
1 day ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeAbout Pro TalentWe are a dynamic and forward-thinking accountancy practice with a network of offices in Sussex. Our team is known for enjoying a very happy working environment.The Job DescriptionWe are looking for a Tax Senior or Assistant Manager to join our Tax team in Horsham. The role involves reviewing company tax and personal tax computations,...
-
Accountancy Support Professional
2 weeks ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeKey ResponsibilitiesAs an Accountancy Support Professional, you will play a crucial role in supporting our managers with their portfolios, including drafting tax returns, computations, and providing administrative assistance.You will also be responsible for:Drafting company tax returns and personal tax computationsSupporting managers with their portfolios,...
-
Assistant Retail Manager
2 weeks ago
Horsham, West Sussex, United Kingdom Zachary Daniels Full time**Retail Career Opportunity**We are seeking a skilled Assistant Manager to join our team in Horsham, with a competitive salary of £26,000 + Bonus.The ideal candidate will have proven experience in retail, ideally in roles such as Supervisor, Floor Manager, or Assistant Manager. You will be responsible for managing day-to-day operational aspects of the...
-
Asset Management Expert
2 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeEngineerUK is committed to excellence in custodian management. We are seeking a highly skilled Asset Management Expert to join our team in Horsham.The Role:Organizing Custodian Review Meetings: Prepare meeting minutes and management summaries to ensure effective communication and coordination.Managing Service Agreements: Ensure compliance with regulatory...
-
Tax Manager
1 month ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeAbout ProTalentProTalent is a dynamic accountancy practice with a network of offices in Sussex.Fast growing and enjoying a period of growth and success Dynamic, proactive, and forward-thinking Great people who enjoy their work and celebrate a happy working environment The Role OverviewWe are seeking a Tax Manager to join our busy and successful Tax team in...
-
Assistant Manager Opportunity
4 days ago
Horsham, West Sussex, United Kingdom Pets at Home Retail Full timeHorsham Assistant Manager JobWe are looking for an experienced retail professional to join our team as a Deputy Store Manager in Horsham. As a key member of our leadership team, you will play a vital role in delivering exceptional customer service and achieving sales targets.Salary: £42,000 - £48,000 per annumThe Role:In this challenging and rewarding...