Investment Reporting Manager

About the RoleThe Investment Portfolio Manager role at Citigroup Inc. is an exciting opportunity to join a dynamic team responsible for managing investment portfolios on behalf of clients. As a key member of the team, you will be responsible for identifying and implementing investment opportunities that meet client objectives.Key ResponsibilitiesIdentify and...

Job 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...

As a seasoned investment professional, you will lead our global response team in managing end-to-end RFP and DDQ processes for institutional clients. The role involves building and managing a global team to oversee responses from start to submission, including project planning, content development, and coordination with internal stakeholders.You will be...

Job Description\The Financial Reporting Manager will be responsible for ensuring the delivery of financial and regulatory reporting for a portfolio of legal entities. This includes maintaining financial control over reports, delivering statutory, regulatory, and statistical reporting, and presenting regular management reports to entity boards as required.Key...

Job Title: Responsible Pension Investment ManagerRole Overview:Bright Purple is looking for a skilled Responsible Pension Investment Manager to develop and implement sustainable investment strategies.Main Responsibilities:Develop pension investment strategies that align with organisational values.Monitor and report on investment performance.What We Offer:An...

Job Summary\We are seeking an Accounting and Reporting Specialist to join our team in Edinburgh. As a key member of our finance function, you will be responsible for delivering high-quality financial analysis and reporting.\Key Responsibilities\\Perform period close activities, including journal posting and review of system-generated billing and payment...

Sector: Banking and Financial ServicesRole: Assistant Portfolio ManagerOverviewWe're looking for an experienced Investment Manager to join our Wealth Management division known as Cazenove Capital, part of the Schroders group.ResponsibilitiesSupport Portfolio Managers and Directors in managing clients' portfolios, developing relationships of trust, and...

Key Responsibilities\The successful Paraplanner will be responsible for:\\Preparing Suitability Reports and other documentation\Liaising with product providers to collate pension and investment information\Providing technical support to the team\Conducting market research on behalf of the Financial Adviser\Assisting with ongoing due diligence reviews of...

We are seeking an experienced Investment Operations Manager Lead to join our team at Core-Asset Consulting Ltd. This is a permanent role requiring 3 days in the Edinburgh office.This position will oversee Middle Office and Back Office operations, leading a small specialist team with expertise across a range of investment instruments, fund types, and...

Seven Investment Management LLP is a leading investment management company that prides itself on its client-centric approach. We are currently seeking a Financial Paraplanner to join our team and help deliver exceptional service to our clients.The salary for this position is approximately £60,000 - £70,000 per annum, based on experience.We are looking for...

Job DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional 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,...

Job Title: Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team at Seven Investment Management LLP. The ideal candidate will have a strong background in financial planning, with a focus on delivering high-quality advice reports to our clients.About the RoleThe successful candidate will work closely with...

ESG Investment Analyst Job SummaryWe are looking for an ESG Investment Analyst to join our team and provide analysis and voting recommendations for shareholder meetings.Key Responsibilities:The successful candidate will support our investment teams by providing data analysis and voting recommendations, undertaking company engagement, and assisting with...

Aberdeen Standard Investments is seeking a seasoned professional to drive high-quality investment recommendations for our Fixed Income team.About the RoleThe successful candidate will join a globally integrated platform managing over £130 billion in assets, leveraging their expertise to ensure stable performance across various funds and solutions.Key...

Join Our TeamWe are an investment management business built to deliver long-term success, focusing solely on equity investments in high-quality, market-leading businesses. We are seeking a skilled Accounting and Reporting Specialist to contribute to our finance function in Edinburgh.Key ResponsibilitiesEnsure the accuracy and completeness of financial data...

Job OverviewBruin is partnering with a well-established financial services organisation to find an experienced Box Manager for their investment reporting team.This role has become available due to growth within the team and offers a highly competitive salary in Manchester or Edinburgh.The Unit Linked Box Management team is responsible for unit pricing and...

Job OverviewWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our team at Seven Investment Management LLP. As a key member of our Private Client Team, you will be responsible for managing client relationships, providing comprehensive wealth management advice, and driving business growth.

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

Job OverviewSeven Investment Management LLP is a leading wealth management firm that offers a comprehensive range of financial planning services to its clients. As a Financial Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice and creating bespoke planning solutions for our clients.About the...

About Eden ScottEden Scott is a leading financial planning and investment management company with offices throughout the country. We offer a range of services, including cashflow modelling, pensions, investment and estate/tax planning services.Job Title: Senior Paraplanner, ManagerWe are seeking a highly skilled and experienced Senior Paraplanner to join our...