Senior Business Analyst – Investment Management / IBOR – London
(Tech stack: Senior Business Analyst, Investment Management, IBOR, Investment Operations, Investment Lifecycle, Investment Data, Asset Management, Financial Markets, Fixed Income, Trade Lifecycle, Front Office, Middle Office, SQL, Python, APIs, Data Integration, Investment Technology, Senior Business Analyst)
Our client is an exciting and rapidly growing investment technology company whose cloud-based platform is transforming the way some of the world's leading financial institutions manage their investment data and operations. Following continued growth, they are looking for a talented Senior Business Analyst to join their highly skilled team.
They are seeking a Senior Business Analyst with strong Investment Management and Investment Operations knowledge who genuinely understands the Investment Lifecycle and how investment products and data flow from front to back office. A strong understanding of IBOR (Investment Book of Record) environments would be particularly valuable.
As a Senior Business Analyst, you will work directly with clients to understand their operating models, investment workflows and data challenges before translating complex business requirements into effective solutions on a modern investment platform. You'll need excellent Investment Management domain knowledge and a strong understanding of the Investment Lifecycle, Investment Operations, financial products and IBOR.
This isn't a traditional documentation-heavy Business Analyst position. They are looking for someone who can combine strong Investment Management knowledge with excellent client-facing and problem-solving skills. Experience of Investment Operations, IBOR and the wider Investment Lifecycle is considerably more important than advanced technical skills. Exposure to SQL, Python and APIs would be desirable but is not essential.
They are particularly interested in people from asset management, investment technology, investment data, implementation, consulting or Investment Operations backgrounds. You should be comfortable discussing complex Investment Management processes with senior stakeholders and have a strong understanding of IBOR, financial products and the Investment Lifecycle. Any experience with SQL, Python, APIs or data integration would be advantageous.
The successful Senior Business Analyst will combine excellent communication and client-facing skills with deep Investment Management and Investment Operations knowledge. You should understand IBOR and the Investment Lifecycle from front to back and be comfortable working within a technology-led environment. Knowledge of investment data, fixed income and other asset classes would be highly advantageous.
This position comes with the following benefits:
· Performance related bonus
· Generous pension
· Private healthcare
· Dental and optical cover
· Learning and development allowance
· Gym and wellbeing benefits
· Flexible / hybrid working
· 25 days holiday plus Bank Holidays
· Birthday off
This is a fantastic opportunity for a Senior Business Analyst to join a rapidly growing investment technology company and work directly with leading financial institutions on complex, business-critical investment and data challenges.
Location: London, UK / Hybrid Working (3 days a week)
Salary: £120K + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK.
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Finance/Business Analyst Internship Role Summary An exciting internship for undergraduates with strong analytical skills and a keen interest in financial services. Company Profile The Opportunity Hub UK is partnering with a well-established financial services firm operating across Woking and London. Our client blends cutting-edge technology with financial expertise to deliver industry-leading solutions for their clients. Internship Overview This structured programme provides hands-on experience in business and financial analysis within a technology-focused setting. You’ll collaborate with cross-functional teams to examine data, extract insights, and support business decision-making. Main DutiesAnalyse financial data using a variety of toolsAssist in producing reports and dashboards for business intelligenceIdentify patterns and trends in complex datasetsWork alongside technical and non-technical stakeholdersSupport initiatives to optimise processesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related fieldStrong analytical and problem-solving skills with attention to detailFamiliarity with data analysis tools (SQL, Excel; Python a plus but not required)Excellent numerical and statistical reasoningClear communication skills for presenting findings to diverse audiencesCandidates must have the legal right to work in the UK. Visa sponsorship is not available. Professional Development Salary: £24,000–£25,000 (pro-rated) This internship offers a strong foundation for careers such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within financial services. The analytical expertise gained is highly transferable across industries.....Read more...
We are a leading financial technology company providing cloud-based (SaaS) solutions for commission management and research evaluation in the investment industry. Our client base includes over 600 buy-side and sell-side institutions globally, including many of the world's largest asset managers, hedge funds, brokers and research providers.Role OverviewWe are seeking an experienced Technical Business Analyst with a strong consulting background to join our London-based product team. The ideal candidate will bring consulting expertise to help shape and evolve our product suite while acting as a bridge between client needs and technical delivery. This role offers unique exposure across the entire product lifecycle, from requirements gathering and analysis through to implementation and client success.Key AccountabilitiesLeverage consulting experience to analyse business processes, create prototypes, and specify product enhancements that align with both client needs and strategic visionTransform complex client requirements into clear product specifications and feature recommendationsLead discovery sessions with clients to understand their business challenges and translate them into product opportunitiesWork closely with internal teams (developers, testers, support) to ensure successful solution deliveryCollect and analyse system data and client feedback to identify product improvement opportunitiesCollaborate with clients and internal stakeholders to understand business requirements and industry challengesContribute to and maintain product documentation, training materials, user guides and release notesSupport the sales team with product demonstrations, presentations and proof of concept demosRequired Knowledge, Skills and ExperienceProven Business Analyst experience as a delivery/implementation consultant, solution architect, or technical analystBackground in financial services, particularly in research, investment management, or fintech preferred5-10 years of relevant experience, including client-facing rolesExperience with Agile development methodologiesStrong analytical skills with ability to navigate complex data, establish facts, and draw clear conclusionsProactive and enthusiastic approach with excellent communication skills for building consensus and influencing stakeholdersHighly organised and detail-oriented with ability to produce clear, concise documentation in Word, Excel, and PowerPointStrong SQL and Excel proficiencyAbility to build consensus through mockups and prototypes, combining web design and data skillsWhat We OfferOpportunity to work with cutting-edge financial technologyExposure to global financial markets and institutionsCollaborative team environmentCentral London locationCompetitive salary and benefits packageThis role offers an excellent opportunity for a technical business analyst looking to make a significant impact in the fintech sector while working with leading financial institutions worldwide.....Read more...
The Opportunity Hub is delighted to partner with a leading firm specialising in the trading, valuation, and advisory of illiquid and distressed financial assets, on their lookout for Distressed Debt Analyst to join their high-performing team. With a focus on markets that include distressed debt, non-performing loans (NPLs), the firm leverages deep market insights, innovative analytics, and a global network to provide tailored solutions to institutional investors, financial institutions, and other market participants.Distressed Debt Analyst (based in London, between £100k and £150k depending on experience)Job Overview:The Distressed Debt Analyst will play a crucial role in supporting the firm's distressed debt trading and advisory activities. This individual will be responsible for conducting in-depth analysis and valuation of distressed debt instruments, including corporate bonds, bank loans, NPLs, and other illiquid securities.Here's what you'll be doing:Conduct comprehensive research on distressed debt markets, including trends, pricing, and regulatory developmentsMonitor and assess credit events, bankruptcy proceedings, and other key developments affecting distressed securitiesBuild and maintain financial models to value distressed debt and illiquid securitiesAssist in the structuring and negotiation of transactions, including the analysis of covenant packages and recovery scenariosHere are the skills you need:Bachelor’s degree in Finance, Economics, Business, or a related field3-5 years of experience in distressed debt, high-yield credit analysis, or related fieldsProven experience in financial modelling, valuation, and market research within distressed or illiquid marketsStrong analytical and quantitative skills with proficiency in Excel and financial modelling softwareExcellent written and verbal communication skills, with the ability to present complex information clearly and conciselyCollaborative team player with the ability to work independently and contribute to group initiativesHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceA dynamic and innovative work environment with opportunities for career growth in a specialised industryWork Permission:You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team.Credit Analyst (High Yield/ Distressed Debts), based in LondonHere's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission:You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
The Opportunity Hub UK is excited to present a unique opportunity for a talented Quant Analyst with real world trading experience to join a leading firm in London. This position offers a chance to work within a dynamic environment where innovation meets quantitative excellence.Company overview:Our client is a distinguished player in the quantitative trading industry, renowned for delivering best-in-class solutions to financial institutions, hedge funds, and technology organizations. With over 15 years of expertise, they are at the forefront of quantitative trading technology and business development, navigating the complexities of the electronic trading landscape to achieve strategic objectives.Job overviewWe are seeking a highly skilled Quant Analyst to join the London team. The ideal candidate will bring a wealth of experience in quantitative analysis, a deep understanding of financial markets, and a passion for leveraging data to drive trading strategies. This role involves close collaboration with various teams to develop and optimise trading models and strategies.Here's what you'll be doing:Developing, implementing, and maintaining quantitative models for trading strategies.Conducting rigorous data analysis to identify market opportunities and risks.Collaborating with traders and other analysts to enhance trading algorithms.Utilizing statistical and machine learning techniques to analyse large data sets.Continuously monitoring and improving model performance.Communicating findings and recommendations to stakeholders.Here are the skills you'll need:Strong background in quantitative analysis, finance, mathematics, or a related field.Track record of 6-18 months of real-world trading experience.Proficiency in programming languages such as Python, R, or MATLAB.Experience with statistical analysis, machine learning, and data manipulation.Excellent problem-solving skills and attention to detail.Ability to work effectively in a collaborative, fast-paced environment.Strong communication skills to present complex concepts clearly.Work permissions:You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive Salary based on experience Flexible hybrid working model.Opportunities for professional growth and development.Exposure to cutting-edge technology and innovative projects.Collaborative and inclusive company culture.Career advantages:Pursuing a career as a Quant Analyst in the quantitative trading industry offers unparalleled opportunities to work on innovative projects that shape the future of financial markets. This role provides a platform to apply your analytical skills and creativity to solve complex problems, drive strategic decision-making, and achieve significant career growth.Take the next step in your career by joining a firm that values expertise, innovation, and professional development. Apply today to become a key contributor to the success of this leading quantitative trading firm.....Read more...
An opportunity has arisen for a Financial Reporting Accountant to join finance and regulatory reporting team within a leading foreign bank, providing a wide range of services to both private and corporate clients across the globe.
As a Financial Reporting Accountant, you will besupporting accurate financial reporting and control processes, including month-end close, reporting, UAT and audit requirements.
This is a fixed term contract role (3 months) offering salary range of £450 - 63;550 per day and benefits.
You will be responsible for:
* Assisting with the timely completion of month-end financial close
* Preparing and reviewing reconciliations, accruals and prepayments
* Processing depreciation and other required accounting adjustments
* Producing daily financial accounts and reports
* Supporting weekly financial reporting
* Reviewing financial performance, movements and variances
* Investigating discrepancies and resolving financial reporting issues
* Taking part in User Acceptance Testing (UAT) for a core banking system project
* Checking financial reports, accounting entries and system-generated outputs
* Supporting the Financial Control function during testing and implementation
* Producing financial information, schedules and supporting documentation for auditors
What we are looking for:
* Strong experience of month-end processes and financial close
* Practical experience with reconciliations, accruals, prepayments and accounting adjustments
* Experience producing daily, weekly and/or monthly financial reports
* Strong financial analysis and variance investigation experience
* Previous UAT or systems testing experience, ideally within finance or core banking systems
* Experience supporting both internal and external audits
* Strong Excel skills
* Banking or financial services experience would be highly advantageous
The candidates from the following background will be considered:
* Financial Reporting Accountant, Financial Accountant, Financial Control Accountant, Reporting Accountant, Financial Reporting Analyst, Management Accountant, Finance Accountant or in a similar role.
Whats on offer:
* Competitive day rate
* Short-term contract opportunity
* Exposure to a banking environment
* Involvement in a core banking UAT project
* Broad experience across financial reporting, financial controls, audit and systems
This is an excellent opportunity for a Financial Reporting Accountant to make an immediate contribution within a busy financial control environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Senior Product Analyst, Securitisation & Treasury | 12 Month Contract | Sydney
The Company
Our client is a well-established financial services organisation with a strong presence in banking. Their securitisation and treasury function plays an important role in the business, and they are investing in stronger product thinking to shape where it goes next.
The Opportunity
An exciting opportunity has opened up for a Senior Analyst, Product to join the team on a 12 month contract, with genuine potential to become a permanent position. Reporting to the Head of Growth & Strategic Partnerships, this role blends business analysis with product management. It is ideal for someone who enjoys setting direction and influencing outcomes, rather than simply gathering requirements. You will be the bridge between the BA team and product strategy across securitisation and treasury initiatives.
Key Accountabilities
Set the strategic direction for the BA team, guiding priorities and keeping everyone focused on meaningful product outcomes
Bring a product lens to securitisation and treasury initiatives, helping decide what gets delivered and the reasoning behind it
Turn business needs into well-defined product outcomes while keeping commercial considerations front of mind
Partner with stakeholders across the business to uncover opportunities and work through challenges together
Connect business analysis and product thinking within the team, so delivery stays aligned with strategy
Coach and influence BA team members, lifting the way the team approaches product work
Ideal Experience
A background in financial services, specifically banking and treasury, which is essential for this role
Hands-on exposure to securitisation and treasury in a banking environment
Solid business analysis capability, combined with a natural pull towards product thinking
Strong commercial awareness and the ability to think strategically about outcomes
Confidence leading and influencing a BA team, not just working alongside it
Why Apply
A 12 month contract with real potential to move into a permanent role
The chance to step into a strategic position that shapes what gets built, not just how
Direct reporting line to the Head of Growth & Strategic Partnerships, with the opportunity to guide and grow a BA team
To have a confidential chat, please contact Jarryd Barker at jbarker@parityconsulting.com.au
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. At Parity, we believe in people, not just data. Every application is reviewed by a real person, ensuring your experience and individuality are genuinely valued throughout the recruitment process.....Read more...
Job Description:
Our client is looking to appoint a Senior Data and Analytics Specialist to strengthen its business through high-quality data, analytics and management information across the investment lifecycle, while also supporting operational elements of deal flow.
This is a hands-on role responsible for the quality and usability of data within the team, maintaining and developing its analytical and reporting capability and providing insights to support decision-making.
You will work across financial information, valuations, investment activity and administration data, along with client and prospect reporting, and help colleagues turn data into clear, actionable insight.
You will also own the development of the deal management process, establishing a consistent approach to capturing, tracking and analysing deal activity from initial opportunity through to execution.
Skills/Experience:
Strong experience as a data analyst, business intelligence analyst or in a comparable analytical role.
Strong Power BI capability, including dashboard development and management reporting.
Strong analytical skills and experience working with complex financial datasets.
Strong business intelligence capability, including dashboard development and management reporting.
Experience reconciling multiple data sources and investigating data-quality issues.
Ability to turn data into clear conclusions, insights and recommendations.
Strong problem-solving skills and enthusiasm for developing practical solutions.
Strong attention to detail, with the ability to work effectively across teams and manage competing priorities.
Ability to understand stakeholder needs and translate business questions into useful analysis.
Strong communication and collaboration skills.
Commercial curiosity and a practical approach to problem-solving, with the ability to take ownership of data and reporting.
Adaptability, data literacy, systems thinking and digital effectiveness.
Experience using SQL or similar data tools would be an advantage.
Experience translating business needs into clear data requirements and priorities would be an advantage.
An interest in the practical application of AI to investment data and analysis would be an advantage.
Core Responsibilities:
Take day-to-day responsibility for the quality, completeness and usability of key datasets.
Monitor data completeness and consistency across systems, ensuring material gaps or discrepancies are identified and resolved.
Reconcile information from different systems and third-party sources where required.
Build, maintain and improve dashboards covering areas such as performance, valuations, investment activity and deal flow.
Improve the efficiency and consistency of client and prospect data requests.
Improve reporting processes by replacing manual and fragmented activity with repeatable, automated and controlled solutions.
Support recurring and ad hoc information requirements across the team.
Use data to identify trends, risks and opportunities relevant to decision-makers, providing insight and interpretation rather than simply producing management information.
Work with colleagues to translate business questions into useful analysis, presenting findings clearly to technical and non-technical audiences.
Build and maintain the data and reporting layer of the deal management process, giving clear visibility of activity from initial opportunity through to completion.
Ensure transactions and corporate actions are accurately captured in relevant systems and records.
Improve reconciliation of investment, transaction and fund-level data against third-party records.
Ensure the data environment is scalable for new structures, distribution channels and reporting requirements.
Develop practical solutions to inefficient or fragmented processes, exploring appropriate uses of automation and AI.
Work with technology and data teams where changes to underlying systems or data platforms are required.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Job Description:
Our client is looking to appoint an experienced Business Analyst, ideally with financial services experience to support change projects and determine solutions to business problems. You will be involved in gathering and documenting business requirements, analysed and translated into effective solutions, facilitating workshops and working across a wide range of stakeholders and subject matter experts, support the successful delivery of change.
Skills/Experience:
3 to 5+ years of Business Analysis experience.
Proficiency in business requirement gathering and documentation.
Ability to map and analyse business processes.
Familiarity with Agile, Scrum and/or Waterfall methodologies.
Experience supporting organisational change and transformation initiatives.
Strong analytical thinking and problem-solving abilities.
Good stakeholder management, including the ability to build effective relationships in cross-functional teams.
Excellent verbal and written communication skills.
Skilled at facilitating workshops, meetings and interviews.
Ability to manage multiple tasks and priorities under tight deadlines.
Resilient and determined, with strong negotiation skills and the ability to constructively question and challenge.
Ability to work independently and collaboratively.
An understanding of the system development life cycle would be an advantage.
Experience with business analysis tools would be an advantage.
Relevant business analysis certifications would be advantageous.
Core Responsibilities:
Collaborate with stakeholders to understand business needs, problems and opportunities.
Draw out, document and manage business, functional and non-functional requirements.
Analyse and model business processes and systems to identify areas for improvement.
Create clear documentation, such as requirements documents, process flows, use cases and user stories.
Support the design, development, testing and implementation of business solutions.
Conduct impact analysis and support change management activities.
Act as a liaison between business and technology teams.
Support project delivery through agile or waterfall methodologies.
Facilitate workshops, meetings and presentations to gather requirements, share findings and gain buy-in.
Monitor solution effectiveness post-implementation and identify areas for enhancement.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Job Description:
Core-Asset Consulting is working with a leading asset management business to recruit a Senior Compliance Analyst.
This is an excellent opportunity for an experienced compliance professional with a strong background in cross-border distribution. You will provide regulatory compliance and risk management advice across UK and international markets, supporting the business as it develops its international distribution strategy.
Previous regulatory experience across Europe, Asia and the Middle East and SEC regulatory experience is essential.
Skills/Experience:
Significant experience advising on cross-border distribution.
A strong understanding of SEC regulatory requirements.
Experience reviewing and approving marketing materials and financial promotions for retail and professional audiences.
A good understanding of the asset management business model and cross-border distribution regulatory requirements.
Strong written and verbal communication skills, with the ability to manage relationships effectively with a range of stakeholders.
The ability to interpret complex regulatory requirements, exercise independent judgement and provide pragmatic, commercially aware advice while maintaining appropriate regulatory standards.
Strong organisational skills and the ability to manage multiple priorities effectively.
A proactive and accountable approach, with the confidence to escalate issues and concerns where appropriate.
A collaborative approach, with a willingness to share knowledge and contribute to the wider team.
A commitment to continuous learning and developing technical knowledge and skills.
A conscientious and professional approach, with a strong focus on integrity and high ethical standards.
Core Responsibilities:
Providing regulatory compliance and risk management advice on cross-border distribution requirements for new and existing target jurisdictions.
Maintaining global distribution country guidance, including creating new guidance and providing associated advice to the business.
Supporting the operation and ongoing oversight of international distribution activities, including regulatory licences and registrations and reporting to overseas regulators.
Reviewing and approving marketing materials and financial promotions for UK and international markets, covering both retail and professional audiences.
Interpreting regulatory rules and providing advice on UK and international requirements, including MiFID, AIFMD and UCITS, as well as requirements imposed by overseas regulators.
Analysing complex regulatory requirements, exercising sound judgement, constructively challenging the business and escalating material issues where appropriate.
Supporting regulatory change horizon scanning, assessment, implementation and reporting across UK and international markets.
Supporting the ongoing operation of the firm's enterprise-wide risk management framework and associated processes, including Risk & Control Self-Assessments, Key Risk Indicators, conflicts of interest record keeping and risk event management.
Contributing to project work as required.
Supporting the maintenance of risk and compliance policies, procedures and guidance.
Contributing to the review and resolution of risk events and regulatory compliance breaches.
Supporting regular and ad-hoc Risk & Compliance reporting to key internal and external stakeholders, including regulators.
Supporting the firm's plans relating to registration as an SEC Investment Adviser and taking a lead role in coordinating ongoing compliance activities associated with any future registration.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Job Description:
Our client is looking to appoint a Data Management Operations Analyst on a fixed term basis to deliver a reliable, high-quality data management service, ensuring data is accurate, well-governed and fit for purpose.
You will support internal stakeholders by managing data requests end-to-end, applying governance controls, producing operational reporting and promoting good data practices. You will build knowledge across multiple data domains over time, supported by training, coaching and on-the-job experience.
Skills/Experience:
A proactive and detail-oriented approach, with the ability to deliver accurate and complete data to stakeholders.
Experience working with a range of Market Data providers such as Bloomberg or LSEG
Ability to manage day-to-day data delivery to strict deadlines.
Ability to collaborate with internal stakeholders to meet their requirements.
Adaptability, data literacy, team working and an improvement mindset, with the ability to enable others.
Experience using data management systems would be an advantage.
Knowledge of reporting tools would be an advantage.
Core Responsibilities:
Deliver accurate, timely and complete data across supported data domains.
Manage data requests and queries through to resolution.
Perform data quality checks, reconciliations and validations in line with procedures and controls.
Apply data governance and risk policies and maintain audit evidence and operational records.
Identify and escalate data quality issues, risks or control breaches.
Contribute to project and change initiatives when allocated, supporting analysis, testing and documentation.
Produce operational reporting and management information.
Promote good data practices through day-to-day interactions.
Execute tasks within documented procedures, escalating issues outside agreed tolerances.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Job Description:
Core-Asset Consulting is working with a leading investment management firm to recruit a Front Office based Portfolio Risk Analyst to join their team in London.
The successful candidate will focus on portfolio risk monitoring and mandate adherence, combining structured assurance activity with responsiveness to business queries and initiatives.
Essential Skills/Experience:
Degree educated or equivalent professional experience
Experience in an analytical role, ideally within investment management
Experience within a discretionary or advisory environment, with exposure to retail clients
Strong Excel skills
Understanding of FCA conduct and regulatory requirements
Good investment knowledge across asset classes, including equities and fixed income
Ability to interpret portfolio risk and investment data
Strong communication and stakeholder management skills
High attention to detail and a proactive approach
Core Responsibilities:
Support the development and enhancement of portfolio risk monitoring frameworks
Perform regular monitoring activities in line with established plans
Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes
Support the identification, investigation, and resolution of mandate breaches
Contribute to reporting for internal governance forums, including boards and committees
Act as a point of contact for Front Office portfolio risk matters
Collaborate with stakeholders across Front Office, Risk, and Compliance
Support the delivery of portfolio risk training where required
Contribute to initiatives focused on process efficiency, data usage, and automation
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16456)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client is looking to appoint a Senior Risk Analyst – Fund Risk to take responsibility for fund risk oversight. This is a broad, hands-on role combining oversight of fund risk management with analytical and reporting across the wider risk function.
You will be responsible for the day-to-day monitoring and oversight of fund-risk management arrangements, ensuring that relevant risks are identified, measured, monitored, challenged, escalated and reported through an effective framework of governance, policies, limits and controls. You will form an independent view of the risks within the funds, critically assess information received from delegates and service providers, and provide clear reporting to the relevant Boards.
Alongside these regulated responsibilities, you will contribute to broader risk work, including hands-on analysis and defined projects, providing scope to build wider risk experience.
Skills/Experience:
Experience in fund risk, investment risk or investment oversight, preferably gained within an asset manager or comparable regulated environment.
Working knowledge of the regulatory framework for investment funds, including UCITS and AIFMD.
Previous experience in a regulated role is desirable, and the position may suit an experienced fund-risk professional who is ready to take on their first appointment of this kind.
Practical experience analysing fund portfolios and risk measures, including investment, market and liquidity risk, and assessing risk limits, stress testing, exceptions or breaches.
Experience supporting a senior regulated role would be an advantage.
Experience of regulator engagement or presenting to Boards or senior governance committees would be an advantage.
Experience with risk systems, data visualisation or analytical tools would be an advantage.
A relevant professional qualification, such as CFA, FRM or an equivalent, would be an advantage.
Core Responsibilities:
Monitor and oversee whether funds are managed in accordance with the fund risk management framework, approved risk appetite, offering documents, internal limits and applicable regulatory requirements.
Develop and maintain risk profiles for each fund, including appropriate risk metrics and tolerances, for review and approval before launch and as material changes arise.
Review fund risk information received from internal investment managers, delegates and service providers, investigating material movements and exceptions and documenting appropriate challenge and follow-up.
Ensure that appropriate risk controls, checks and stress testing are completed in line with applicable requirements, critically assessing the results.
Prepare clear, regular and ad hoc fund risk reporting for the relevant Boards, attending or presenting at meetings as required.
Assess the fund risk implications of new fund launches and material product changes.
Maintain the policies and procedures for the fund risk function, ensuring they remain fit for purpose and are reviewed and approved regularly.
Monitor relevant regulatory and industry developments and recommend proportionate changes to fund risk arrangements.
Contribute to wider risk analysis, reporting, thematic reviews, projects and risk initiatives.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
