Investment Management Associate
4 days ago
Evelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious individual to join our Investment Management team as an Investment Management Associate.
Key Responsibilities:- Undertake analysis of companies and collective investment schemes and relay this information to the firm-wide Investment Managers.
- Attend investment meetings, internal/external seminars, and regulatory briefings.
- Draft client correspondence, such as performance summaries, market overviews, and other ad-hoc queries.
- Liaise with Investment Settlement Operations and Treasury departments on administrative matters, such as stock transfers, corporate actions, and international payments.
- GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths respectively.
- Commitment to completing the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.
- Full funding towards professional qualifications.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Generous holiday package.
- Option to purchase additional holiday.
- Cycle to work scheme.
- Season ticket loan.
- Shared parental leave.
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Investment Oversight Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timePosition Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse portfolio of UK UCITS and NURS Collective Investment Schemes. This position is centered on the supervision of these schemes and their designated Investment Advisers.The Investment...
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Investment Oversight Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timePosition Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse portfolio of UK UCITS and NURS Collective Investment Schemes. This position is centered on the supervision of these schemes and their designated Investment Advisers.The Investment...
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Investment Oversight Analyst
4 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the Role:Margetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to join our team. As an Investment Oversight Analyst, you will play a crucial role in the oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Carry out daily monitoring of relevant Investment and Borrowing...
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Investment Oversight Analyst
4 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the Role:Margetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to join our team. As an Investment Oversight Analyst, you will play a crucial role in the oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Carry out daily monitoring of relevant Investment and Borrowing...
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Investment Oversight Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the RoleWe are seeking an experienced Investment Oversight Specialist to join our team at Margetts Fund Management Ltd.The successful candidate will be responsible for providing critical oversight of our investment activities, ensuring that our funds are managed in accordance with regulatory requirements and best practices.Key ResponsibilitiesMonitor...
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Investment Oversight Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the RoleWe are seeking an experienced Investment Oversight Specialist to join our team at Margetts Fund Management Ltd.The successful candidate will be responsible for providing critical oversight of our investment activities, ensuring that our funds are managed in accordance with regulatory requirements and best practices.Key ResponsibilitiesMonitor...
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Investment Oversight Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timePosition Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment...
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Investment Oversight Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timePosition Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts operates as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment...
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Investment Oversight Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timePosition Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts serves as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment Oversight...
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Investment Oversight Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timePosition Overview:We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.Margetts serves as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.The Investment Oversight...
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Investment Oversight Specialist
4 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the RoleMargetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to play a critical role in ensuring the effective oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Conduct daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, engaging with...
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Investment Oversight Specialist
4 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the RoleMargetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to play a critical role in ensuring the effective oversight of our Collective Investment Schemes and their appointed Investment Advisers.Key Responsibilities:Conduct daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, engaging with...
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Investment Oversight Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout the RoleWe are seeking an experienced Investment Oversight Analyst to join our team at Margetts Fund Management Ltd. As an Investment Oversight Analyst, you will play a critical role in ensuring the effective oversight of our Collective Investment Schemes (Funds) and their appointed Investment Advisers.Key Responsibilities:Monitoring and Compliance:...
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Investment Operations Coordinator
7 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout Margetts Fund Management LtdMargetts Fund Management Ltd is a leading investment manager and Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling £9Bn. Our company is dedicated to providing high-quality investment services to our clients.The RoleWe are seeking a highly skilled and detail-oriented individual to join...
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Asset Investment Oversight Analyst
4 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeJob DescriptionWe are seeking an experienced investment oversight professional to join our team at Margetts Fund Management Ltd.Key Responsibilities:Conduct daily monitoring of relevant investment and borrowing powers, engaging with the compliance team and investment managers as required.Contribute to the analysis and recommendations for the annual...
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Asset Investment Oversight Analyst
4 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeJob DescriptionWe are seeking an experienced investment oversight professional to join our team at Margetts Fund Management Ltd.Key Responsibilities:Conduct daily monitoring of relevant investment and borrowing powers, engaging with the compliance team and investment managers as required.Contribute to the analysis and recommendations for the annual...
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Investment Manager
6 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeJob Summary:We are seeking an experienced Investment Manager to join our team at IDEX Consulting. As a key member of our Wealth Management division, you will be responsible for managing investment portfolios and providing expert advice to our clients.About the Role:This is an exciting opportunity for a seasoned Investment Manager to take on a new challenge...
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Investment Manager
7 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeJob Summary:We are seeking an experienced Investment Manager to join our team at IDEX Consulting. As a key member of our Wealth Management division, you will be responsible for managing investment portfolios and providing expert advice to our clients.About the Role:This is an exciting opportunity for a seasoned Investment Manager to take on a new challenge...
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Investment Operations Coordinator
7 days ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout Margetts Fund Management LtdMargetts Fund Management Ltd is a professional investment management company seeking a diligent and conscientious Dealing Administrator to join our team.Job SummaryWe are looking for a detail-oriented individual to process and authorise investor instructions, identify potential issues, and maintain client and adviser...
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Risk Management Associate
6 days ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Bank AG Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Risk Management Associate to join our Financial Crime Compliance team at Goldman Sachs Bank AG.Key ResponsibilitiesSupport the design, execution, and oversight of the global risk assessment programCoordinate with stakeholders across the firm to gather and analyze dataPrepare related...