Investment Management Support Associate
1 day ago
The primary objective of this role is to provide an excellent telephone-based service to external adviser firms. Key responsibilities include:
- Providing information on client investments
- Maintaining core systems (Xplan) ensuring all tasks are completed in line with policy and procedures.
- Liaising with operation teams and processing Account Management tasks in relation to the Managed Portfolio Service (payments, ISA Subscriptions, Change of Strategy)
- Processing third-party adviser charges and delivering remittance advices in a timely manner
- Delivering key documentation and MI to external adviser firms
- Handling My Evelyn Service requests and queries in a timely, compliant manner meeting agreed performance standards.
We also require the ability to complete project-related activities or general tasks as instructed by the Business Development Team lead, while maintaining awareness of compliance, risk, and quality issues.
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Investment Manager for Alternatives Strategies
4 weeks ago
Leeds, Leeds, United Kingdom Meredith Brown Associates Full timeAbout UsMeredith Brown Associates is a leading investment management firm dedicated to delivering exceptional returns through our alternative strategies.Job DescriptionWe are seeking an experienced Investment Manager to join our team and lead our alternatives strategies. As a key member of our investment team, you will be responsible for managing a portfolio...
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Investment Manager for Alternatives
4 weeks ago
Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full timeMeredith Brown Associates Ltd is seeking a seasoned Investment Manager to lead their Alternatives team. The ideal candidate will have extensive experience in due diligence, investment decision making, and portfolio management.Key Responsibilities:Develop and implement investment strategies for the UK Opportunities Portfolio.Evaluate new investment...
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Responsible Investment Manager
4 weeks ago
Leeds, Leeds, United Kingdom Border to Coast Full timeWe are looking for a highly skilled Responsible Investment Manager to support the implementation of our Responsible Investment approach and help turn our strategy and policies into reality.About the RoleYou will assist in delivering our Responsible Investment strategy, including integrating ESG factors into investment portfolios across all teams.Develop...
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Investment Portfolio Manager
3 days ago
Leeds, Leeds, United Kingdom Finatal Full timeAbout Finatal:We are a dynamic financial services company dedicated to fostering innovation and growth in the UK market. Our investment portfolio spans various sectors, and we seek an experienced Investment Manager to spearhead our high-growth strategy.Salary: £80,000 - £110,000 per annumAbout the Role:As an Investment Manager at Finatal, you will be...
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Senior Investment Manager
3 days ago
Leeds, Leeds, United Kingdom Hd6 Full timeAbout the RoleWe are seeking an experienced Senior Investment Manager to join our team in Leeds. As a key member of our investment management team, you will be responsible for managing a portfolio of UK assets.The successful candidate will have prior experience in investment management, preferably with a focus on equities. They will also have a keen...
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Customer Service Associate
3 weeks ago
Leeds, Leeds, United Kingdom Adecco UK Limited Full timeWe are seeking an experienced Customer Service Associate to support our Client's Customer Service Operations team in the management of stocks and shares investments. The successful candidate will play a vital role in supporting customers manage their investment portfolios, pension investments, and savings accounts.The ideal candidate will have excellent...
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Investment Fund Accounting Specialist
4 days ago
Leeds, Leeds, United Kingdom Willis Towers Watson Full timeWe are seeking an experienced Investment Fund Accounting Specialist to join our Global Investment Operations team in a key role. As a valued member of the Third Party Oversight team, you will have the opportunity to work with investment fund accounting experience and contribute to the oversight of our service providers.Key ResponsibilitiesReviewing the NAV's...
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Investment Management Graduate
4 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeAs a member of our graduate programme, you will play a key role in helping us achieve our mission to secure the futures of over a million local government employees. Our focus is on providing innovative investments that deliver sustainable returns over the long term.We are looking for talented individuals who share our passion for investment management and...
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Infrastructure Investment Manager
4 weeks ago
Leeds, Leeds, United Kingdom The Barton Partnership Full timeJob Title: Infrastructure Investment ManagerWe are seeking an experienced Infrastructure Investment Manager to join our team at The Barton Partnership. This role offers a unique opportunity to work on high-profile infrastructure projects and contribute to the growth of our National Wealth Fund.About the RoleSupport the development of new business...
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Investment Portfolio Manager
3 weeks ago
Leeds, Leeds, United Kingdom Blue Octopus Full timeCompany Overview">Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of circa £[asset value]. Our purpose is to make a difference for the Local Government Pension Scheme by providing cost-effective and innovative investment opportunities delivering returns over the long term.">Salary">The...
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Maintenance Support Associate
4 weeks ago
Leeds, Leeds, United Kingdom Anchor Full timeAbout AnchorAt Anchor, we pride ourselves in providing 24-hour care and specialised services for elderly people. Our goal is to transform housing and care so everyone can have a home where they love living in later life.A Rewarding EnvironmentWe're not-for-profit, which means every penny we make or save is invested in the people who live with us, the places...
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Investment Researcher
4 weeks ago
Leeds, Leeds, United Kingdom Border to Coast Pensions Partnership Full timeBorder to Coast Pensions Partnership is seeking a talented Investment Researcher to join our award-winning team.As an Investment Researcher, you will conduct detailed fundamental research on companies in global equity and credit markets. Your role will support our internal Portfolio Managers in creating high-quality investment research that enables sound...
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Senior Investment Manager
3 days ago
Leeds, Leeds, United Kingdom UK Infrastructure Bank Limited. Full timeAt the UK Infrastructure Bank Limited, we are seeking a highly skilled Senior Investment Manager to join our Banking and Investments Team. This role is a fantastic opportunity for an experienced professional to leverage their expertise in complex financing/investment roles and drive the execution of bespoke transactions.The ideal candidate will have a proven...
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Investment Portfolio Manager
1 day ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeA Private Client Investment Expert is required to join our prestigious Asset Management firm in Leeds or Sheffield.This role offers a basic salary of £60,000 to £100,000 plus bonus and a comprehensive benefits package.About the FirmWe are a well-established and highly regarded national Asset Management firm with a strong track record of delivering results...
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Learning Support Associate
3 days ago
Leeds, Leeds, United Kingdom The GORSE Academies Trust Full timeLittle London Academy is seeking a highly skilled and empathetic Learning Support Associate to join our team. As a member of our provision for pupils with Autism and/or Complex Communication Needs, you will work closely with teaching staff to implement a curriculum tailored to individual needs.About Our CommunityWe are proud to be part of The GORSE Academies...
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Strategic Investment Manager
22 hours ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob Title: Strategic Investment ManagerSalary:£60,000 to £100,000 plus bonus and full packageLocation:Leeds/Sheffield areaAbout the Role:You will be responsible for managing and advising on both existing and new client investment portfolios as a senior member of our high-end team.Your key responsibilities will include further developing the brand within...
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Investment Co-Portfolio Manager
4 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeThis is an exciting opportunity for an experienced Investment Co-Portfolio Manager to join our team in Leeds. As a US Equity Co-Portfolio Manager, you will play a vital role in shaping portfolio construction and implementing investment recommendations.You will have prior experience in investment management, preferably with experience of investing in US...
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Energy Investment Manager
4 weeks ago
Leeds, Leeds, United Kingdom Climate17 Full timeClimate17 is a leading renewable energy company committed to developing, building, and operating innovative projects. We offer a comprehensive approach to renewable energy development, providing services throughout every stage of a project.Our long-term mission is to create utility-scale renewable energy projects using multi-technologies and take large...
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US Equity Investment Manager
1 day ago
Leeds, Leeds, United Kingdom Border to Coast Pensions Partnership Full timeSalary: Approximately £100,000 - £150,000 per annum (dependent on experience)Job DescriptionWe are recruiting for a US Equity Co-Portfolio Manager to work closely within our existing Equity Portfolio management team. The successful candidate will directly influence the performance outcomes of a key investment strategy.Conducting detailed fundamental...
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Investment Manager
4 weeks ago
Leeds, Leeds, United Kingdom Border to Coast Full timeCareer Opportunity Border to Coast offers a unique opportunity for a talented Investment Manager - Risk Assessment to join our team. In this role, you will play a crucial part in shaping our investment strategies and ensuring that we maintain our position as one of the leading Local Government Pension Scheme (LGPS) pools in the UK.This is a challenging and...