Investment Lifecycle Associate
2 weeks ago
We are looking for a talented Implementation Associate to join our team at Clearwater Analytics. This role offers an exciting opportunity to work with clients and internal stakeholders to ensure seamless onboarding onto our SaaS platform.
Key Responsibilities:- Develop Customized Solutions: Collaborate with clients to assess their requirements and develop customized solutions tailored to their needs.
- Provide Training and Support: Conduct comprehensive training sessions to ensure clients become proficient in using our platform.
- Communicate Project Status: Communicate project status, issues, and risks effectively to both clients and internal stakeholders.
- Technical Skills: Strong computer skills, including proficiency in Microsoft Office, and intermediate technical skills in Excel (basic formulas and formatting).
- Business Acumen: Basic knowledge of investment accounting or securities experience.
- Education: Bachelor's degree in a related field.
Salary Range: $85,000 - $115,000 per annum, depending on experience.
-
Investment Portfolio Associate
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly motivated and organized Investment Portfolio Associate to join our Wealth Management division. As an Assistant Fund Manager, you will play a key role in managing clients' portfolios, developing relationships of trust, and maintaining exceptional client service.Key ResponsibilitiesSupport Portfolio Managers and Directors...
-
Investment Operations Specialist
1 month ago
Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time**Clearwater Analytics: A Leader in Investment Lifecycle Automation**We are a global industry leader in investment lifecycle automation, serving leading insurers, asset managers, corporations, and governments with our trusted data-driven technology platform.
-
Student Lifecycle Analyst
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Real Staffing Full timeJob Title: Student Lifecycle AnalystLocation: Edinburgh, UKEstimated Salary: £45,000 - £55,000 per annumAbout the Role:We are seeking an experienced Student Lifecycle Analyst to join our client's team in Edinburgh. As a key member of the business analysis team, you will be responsible for delivering business change projects that enhance the way the...
-
Associate Director of Client Relationships
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeAbout the RoleWe are seeking a talented Financial Planning Associate Director to join our Client Relationship Team in Edinburgh or London. The successful candidate will work closely with the team to achieve business objectives, develop strong client relationships, and contribute to the growth of the company.Key ResponsibilitiesSupport the Private Client...
-
Investment Management Associate
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Addepar Full timeJob SummaryWe are seeking a highly motivated Investment Management Associate to join our team at Addepar. As a member of the AddeGrad Program, you will have the opportunity to work on meaningful projects that showcase your skills and support your career growth.This 18-month program offers in-depth exposure to key functions of the Client Services team and...
-
Wealth Management Associate
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob DetailsWe are looking for a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases, preparing and writing advice...
-
Investment Fund Analyst
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Citi Full timeCiti invites applications from experienced Investment Fund Analysts to join their Edinburgh team. In this intermediate-level position, you will review annual and interim financial statements, share specialist knowledge with colleagues, and work closely with operational peers to ensure process risks are minimised.To succeed in this role, you will need a...
-
Strategic Investment Leader
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Aberdeen Standard Investments Full timeAbout the RoleAberdeen Standard Investments is seeking a highly skilled and experienced Strategic Investment Leader to join our team. This role offers an exceptional opportunity to lead the management and development of multifactor detailed equity strategies.Key ResponsibilitiesManage funds using established investment processes and platforms in line with...
-
Investment Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Climate17 Full timeClimat17 is recruiting an Investment Manager to join their Corporate Finance team in London. As an Investment Associate, you will be responsible for identifying, evaluating, and executing investment opportunities in the renewable energy sector.The ideal candidate will have a strong background in corporate finance, investment banking, or a related field, with...
-
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeYour Skills and QualificationsYou have a deep understanding of private client wealth and investment management, including portfolio construction, financial planning, and asset allocation.You hold a financial planning level 4 certificate and are working towards level 6, with either CF30 or Certified individual under SMCR regime experience.You possess...
-
Sustainable Investment Advisor
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Steele Charles Ltd Full timeCompany Overview: We are Steele Charles Ltd, a leading green energy group based in Edinburgh. Our mission is to promote a sustainable future and combat climate change. We are seeking a highly skilled Associate Energy Analyst to join our team and contribute to our mission.Job Title: Associate Energy AnalystSalary: £60,000 - £75,000 per annum.Job...
-
Senior Financial Analyst
31 minutes ago
Edinburgh, Edinburgh, United Kingdom Citigroup, Inc. Full time**Overview**Citigroup, Inc. is a global leader in financial services, and our Fund Accounting team is seeking an experienced professional to join our Edinburgh office.As a Senior Financial Analyst - Investment, you will play a key role in reviewing annual and interim financial statements for UK funds, ensuring compliance with applicable legislation and...
-
Senior Investment Accounting Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeJob OverviewWe're looking for a highly skilled Data Engineer Associate to join our Investment Accounting Group at ENGINEERINGUK. As a key member of our team, you'll be responsible for providing accounting and regulatory data services to insurance clients.Your primary focus will be on operating new accounting software, providing feedback, and enhancing its...
-
Banking and Finance Professional
1 month ago
Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full timeCompany OverviewDouglas Scott Legal Recruitment is proud to partner with a prestigious UK Top 30 firm, recognized nationally for its expertise across a broad spectrum of finance transactions. This firm has strong partnerships with many of the UK's leading banks and financial institutions, positioning them on several approved panels.About the FirmThis firm...
-
Operational Excellence Associate
6 days ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeAbout the OpportunityWe are excited to offer an Operational Excellence Associate position within our Global Investment Operations (GIO) function. This is a unique opportunity for someone who is passionate about operational excellence, with a strong focus on risk management and control.As an Operational Excellence Associate, you will be responsible for...
-
Onboarding Expert
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full timeAbout the PositionClearwater Analytics is a global industry-leading SaaS solution that automates the entire investment lifecycle. We are seeking a highly skilled Implementation Associate to join our team and help us deliver exceptional results to our clients.Responsibilities:Collaborate with Clients: Work closely with clients to understand their requirements...
-
Data Engineer Associate Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeAbout the RoleAt ENGINEERINGUK, we're seeking an experienced Investment Accounting professional to join our team as a Data Engineer Associate. This exciting opportunity allows you to leverage your technical skills and passion for accounting to drive business growth and optimize financial processes.The successful candidate will have extensive knowledge of...
-
Associate Dentist Position Available
5 days ago
Edinburgh, Edinburgh, United Kingdom Zest Business Group Full timeWe are currently looking for a skilled Associate Dentist to join our esteemed team at ZEST Business Group in Edinburgh.About the Role:An exciting opportunity to work as an Associate Dentist in a modern, independent dental practiceHigh-end equipment and extensive support from a seasoned team ensure seamless operationsFriendly patients and a fantastic location...
-
Investment Property Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeProperty Administrator VacancyAre you a detail-oriented professional with experience in property administration? Do you have a strong understanding of pension schemes and asset management?About the Position:We are seeking a Property Administrator to join our dynamic team at JohnstonGreer Ltd. In this role, you will be responsible for managing the entire...
-
Corporate Finance Associate
1 week ago
Edinburgh, Edinburgh, United Kingdom Climate17 Full timeWe are looking for a skilled Corporate Finance Professional to join our team at Climate17 in London. As an Investment Associate, you will play a crucial role in supporting the Corporate Finance team in originating, diligencing, executing, and managing new investments.The successful candidate will possess a strong understanding of financial markets,...