Investment Manager
1 week ago
Trainee Investment Manager (m f x) London Investment Manager Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified. The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential. The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff. Key Essential Experience, Skills, and Knowledge Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings. Strong numerical acumen and advanced Excel skills. Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency. Excellent communication and interpersonal skills to build and maintain strong client relationships. Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary. Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off. Must-Have Behaviours and Competencies Keen attention to detail and accuracy in all tasks. Strong client focus and dedication to delivering exceptional service. Independent worker and thinker with a proactive and entrepreneurial mindset. Collaborative team player who supports colleagues' professional growth and development. Commitment to adhering to regulatory standards and ensuring compliance. Willingness to learn and adapt to new challenges and opportunities. Mandatory Professional Qualifications RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC. 85 Queen Victoria Street, GB-EC4V 4AB London #J-18808-Ljbffr
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Senior Asset Manager
1 week ago
Richmond, United Kingdom USS Investment Management Limited Full timeSenior Asset Manager Business Area: Private Markets Place of Work: London Contract Type: Permanent When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size, you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. Our...
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Richmond, United Kingdom E Fundresearch Full timeA leading investment firm in London seeks a Trainee Investment Manager to support client administration and assist in investment decisions. The role offers a progression path to become an Investment Adviser and then an Investment Manager. Ideal candidates will have advanced Excel skills, a strong client focus, and the ability to automate tasks. This position...
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Senior Private Markets Asset Lead
1 week ago
Richmond, United Kingdom USS Investment Management Limited Full timeA leading pension scheme manager in the UK is seeking a Senior Asset Manager to contribute significantly to the Direct Equity Team. The role focuses on managing private market investments, requiring collaboration with various stakeholders and strategic asset management. The ideal candidate will possess extensive experience in infrastructure or private...
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Richmond, United Kingdom Partners Group Full timeA global financial institution is seeking an experienced professional to join its Private Infrastructure Direct Investment Team. The role involves performing due diligence on investments, managing processes, and mentoring junior colleagues. Ideal candidates will possess strong analytical, financial modeling, and communication skills, along with 5+ years of...
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Fund Controller, Debt Investments
1 week ago
Richmond, United Kingdom E Fundresearch Full timeFund Controller, Debt Investments (m f x) London Corporate Finance & Controlling Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge Team Overview Within the specialised Debt Investments business, there is a Debt Finance & Loan Agency team of 6 people responsible for accounting, financial reporting, cash management, statutory / fiscal compliance...
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Richmond, United Kingdom E Fundresearch Full timeA financial services firm in London is seeking an Alternative Investment Operations Specialist to enhance operations for SEI's Wealth Platform. The role requires a BA/BS degree and experience in alternative assets, along with strong analytical and customer service skills. The successful candidate will manage operational processes, support risk assessments,...
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Richmond, United Kingdom Marcus & Millichap Full timeMarcus & Millichap’s Richmond office is expanding and seeking a driven, entrepreneurial and capable sales professional to join our industrial investment sales team. We maintain a proven agent development model that offers significant earnings potential within a collaborative environment. As an independent contractor, this role is 100% commission based, and...
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Investment Banking Associate
1 week ago
Richmond, United Kingdom E Fundresearch Full timeInvestment Banking Associate - EMEA LevFin (m f x) London Investment Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our...
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2027 KBW Investment Banking Summer Analyst
2 days ago
Richmond, United Kingdom Stifel Financial Full timeKBW's Investment Banking 10‑Week Summer Analyst Program provides students with a hands‑on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director levels, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt...
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Alternative Investment Operations Specialist
1 week ago
Richmond, United Kingdom E Fundresearch Full timeAlternative Investment Operations Specialist (m f x) London SEI is seeking to hire an Operations Alternative Specialist in our SEI Wealth Platform Business. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise....