The Client Operations Analyst are members of the Client Services Group and are responsible for supporting the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes with an emphasis on operational risk management and control environment. Responsibilities: Ensuring the timely and consistent delivery of account opening […]

Our client is looking to develop its team that deals with clients to manage the complex multi-jurisdictional tax situation for Americans living in the UK. Due to the success of the team they are seeking a suitable Junior Technical Associate to join. Responsibilities; To assist with the preparation of tax packs and tax snapshots Helping […]

One of the leading asset managers in the UK is currently building out a brand new team to sit within its Client Service Group. The role will be the first point of contact for client queries regarding regulations that impact clients, such as EMIR, MIFID2, UKSORP and SFTR. Members of this group with be expected […]

One of the leading Asset Managers in London is building out a brand new Anti-Financial Crime Oversight team to oversee the services of their outsourced Transfer Agencies for their UK Funds, European Funds and ETF’s. Responsibilities;  Responsibility for all AFC referrals from TA’s/ platform and escalation to the Head of AFC Creation of monthly MI […]

A city based investment management firm is seeking an experienced Project Manager. This is a hybrid BA/PM role and they are looking for a candidate to start ASAP. As the company is currently undergoing significant change, you will be responsible for owning and maintaining a change process across various business areas including investments, product and […]

Our client, a global asset manager is looking to hire a Portfolio Assistant in the Global Emerging Market Equities team. The role sits as part of the investment team, and provides support to Portfolio Managers on the day-to-day management of global EM equity portfolios. The candidate will gain excellent experience in equity investing and as […]

If you have 2-4 years experience within the Investment Management industry doing an Operations role with transferable skills then this fantastic new opportunity could be right for you. Our client, one of the largest asset management firms is looking to bring on a brilliant new client transaction analyst. The role sits within the client service […]

If you are a proactive, motivated individual with experience working in trading documentation in a fast paced environment this role could be for you. Our client, a leading asset manager with over 550billion AUM is seeking a credit documentation and onboarding analyst to join their transition management group. This is a high profile role will […]

Our Client, a leading Global Asset Manager is currently looking for someone to join as a Business Analyst (Fixed Income Specialist). The position sits within the front office working closely with Portfolio Managers covering fixed income. Key Responsibilities: Assisting in the implementation of the fixed income investment teams strategy Being a second in command for […]

Our Client, a leading Global Asset Manager with over £400 Billion AUM are currently seeking a Senior Transitions Manager to join their growing team in London. Key Responsibilities: Managing the onboarding of new client take-ons/ mandates, implementing new funds and any subsequent lifecycle events such as portfolio changes, new markets, closures etc. Proactively work with […]