This is just a selection of the opportunities which we currently have available. Please contact us to find out what we can do for you.

Fintech firm, West End

Fintech Sales

  • Selling digital rule-based investing solutions to institutional clients, primarily asset managers, wealth managers and product managers at sell side firms/index providers as well as pension funds and asset owners.
  • To expand business in UK, France, Benelux, North Europe and Scandinavian markets for this exciting new fintech firm.
  • Looking for high calibre, result-oriented, resourceful solution minded sales people.  Experience with quant strategies, asset allocation, fund management an advantage, and SaaS experience desired.
Global Investment Bank, City of London

Sales and Relationship Management Associate Director/Director, Wealth Management

  • Providing wealth management service for HNW and UHNW clients across Business Owners & Entrepreneurs, Multi Family Office and Corporate executives
  • Developing new business opportunities from existing clients and self-originating new client relationships
  • Requires CeMAP level 3 and either previous wealth management experience or readily transferable skills and a strong network based on industry expertise
Fintech Firm, City of London

Structured Product Sales

  • Looking for multilingual salesperson, ideally a German native speaker, with 5-8 years’ experience
  • Marketing innovative solutions to insurance companies and banks across Europe using iCPPI technology for a fast growing FinTech firm who is part of Euroclear
  • Looking for multilingual salesperson with 5-8 years’ experience in financial markets and derivatives, knowledge of more than one European language essential as well as strong interpersonal and commercial skills
  • Can be full time or part time (3 or 4 days per week), will require business trips to continental Europe
Global Investment Bank, City of London

Audit Director (Primary Business and Compliance)

  • To supervise “Primary Business” and “Compliance” audit engagements, supervise audit teams in scoping, planning and delivery, with possible requirement to conduct fieldwork.
  • Assist Heads of Audit in producing audit plans and ensure risk assessments up to date, seek opportunities to improve risk coverage, ensure efficient execution of audit assignments, deliver continuous monitoring assignments.
  • Requires experience in financial services Internal Audit or related function (Risk), also experience of primary businesses and products and compliance (including financial crime), these include Corporate Banking, Investment Banking (structured lending, project finance, trade finance etc.), transaction banking and securities. Also an understanding of credit related processes as this is one of the biggest risks for the bank.
  • The role may have line management responsibilities depending on the candidate.
UK Private Bank, West End, London

Digital and Marketing Collateral Manager

  • Work closely with the Head of Marketing.  To manage and deliver digital marketing strategy, create and constantly update content plan, commission content and write engaging copy, managing website and reviewing/creating an SEO plan.  Drafting social media posts and managing email campaigns.
  • Managing all digital and printed marketing literature and branded collateral
  • Previous experience in digital marketing strategy, website content and social media required as well as experience of managing email and digital advertising campaigns Financial services background would be an advantage but not essential.
  • Full time or 4 days per week depending on candidate seniority – fully flexible working.
Global Asset Manager, W1 London

Head of Responsible Investment Client Strategy

  • To promote the ESG model of investor-led, investor-driven approach.  Drive institutional sales for ESG focused clients working with ESG experts across investment centres, direct feedback from clients to Global Head of Responsible Investment and other committees.
  • Initiate and execute thought leadership on emerging ESG topics, improve ESG integration and reporting practices.  Perform a strategic institutional client advisory role with respect to ESG considerations in investment strategies. Represent on industry panels and forums.
  • Requires extensive investment knowledge and ideally substantial SRI/ESG  focused investing experience.  Also knowledge of institutional clients needs and requirements and a demonstrable network in ESG investment community.
Global Asset Manager, Henley

Director of Customer Experience (Infrastructure)

  • A senior leadership role as a client centric Director of Infrastructure Experience to lead and direct support services for the global infrastructure ecosystem, reporting to Global Head of Infrastructure and leading a team of 20+ managers and 100+ contributors.
  • To develop and maintain relationships with all internal business users (aka the clients/customers). Develop and implement hardware/software solutions support strategies as well as policies and programs.  Determines resources required for install/upgrade of products/implementation services, serve as escalation point for customer service/support issues and identifies issues that need improvement.
  • Responsible for the global service delivery, maintenance renewal execution and customer satisfaction of internal employees globally, actively partnering with the Strategy and Innovation Team
  • Best suited to someone who can perform well under intense pressure and is comfortable in turbulent times, recovering projects and customer relationships from difficult circumstances.
  • Requires experience in infrastructure, operations or other technical management, previous management experience in customer service, managing remote teams and hiring field customer service engineers.  International/global service management experience a plus.
Global Asset Manager, Henley

Fund Manager, Equity Portfolio Implementation Team

  • To manage a large number of long only equity mandates managed in line with model portfolios supplied by the Fund Management Team.
  • Create trade orders through CRD to route to the central dealing department for execution.  Communicating regularly with Fund Managers/Dealing Teams, to ensure trading activity aligned with thoughts.
  • Prepare and maintain service level agreement with Fund Managers to efficiently manage the portfolios.  Work with Multi-Asset Team to bring on board new model portfolios.  Ensure mandates meet regulatory obligations,
  • Requires previous experience in a Fund Management position, extensive industry experience and in depth understanding of dealing in equities.
Global Asset Manager, Henley

UK Retail – Head of Financial Institutions Group Sales

  • To lead, manage and develop the UK Retail Financial Institutions group, covering discretionary asset managers, wealth managers and retail banks.
  • Own the strategic plan for the FIG team.  Contribute to development, execution and communication of wider UK Retail distribution strategy, including mutual funds, ETFS and segregated accounts. Help develop and launch new products for the UK Retail Market.
  • Lead a team of experienced sales professionals, ensure team is appropriately resourced, makes effective use of technology and is successfully communicating/coordinating within UK Retail.
  • Requires significant experience in the investment management sector and selling within the UK Retail Markets, with experience of mutual fund, ETF and segregated account sales.
  • Demonstrable experience of building and executing a growth strategy in the UK Investment management market and management experience, ideally of an investment management sales team.
Global Asset Manager, Henley/London

UK Retail – Channel Communications Manager

  • To develop and maintain a detailed understanding of the Financial Institutions Client Group within the wider UK Retail Business channel.
  • To manage, coordinate and deliver marketing communications programmes/campaigns for this client group, work with internal marketing teams/external partner agencies and managed associated budgets.
  • To drive, manage and oversee marketing content strategy, evaluate and review effectiveness of activities. Develop and produce high quality compliant marketing communications
  • Requires previous marketing communications/financial services experience, and proven creative and investment writing skills. Project/campaign management experience preferred. Knowledge of working with Marketing Automation platforms an advantage.
Global Consultancy Firm, City of London

Associate Director – Integration and Separation, Transaction Services

  • Working with a broad range of clients on pre and post-deal integration and separation issues relating to M&A or similar transactions, evaluating transaction benefits/costs, pre-completion and long term planning and demerger and separation.
  • To deliver high levels of client satisfaction, ensure outcomes commercially focused, product initial draft updates, outputs and deliverables to required timescale, project manage workstreams covering all stages of the process, support client pitches, proposals and internal/external marketing initiatives.  Needs to interact with client in a consultative manner and as a trusted advisor.
  • Requires experience of working on financial services deals/M&A environment ideally in the Integration/Separation space.  Also strong project/programme management experience on complex/large scale projects.
  • Willingness to travel to work on client sites globally.
Global Investment Bank, City of London

Investment Counsellor, Wealth Management

  • Providing proactive investment advice (discretionary, advisory and transactional), communicates the house view to existing clients and prospects with a focus on HNW and UHNW clients
  • Joint accountability with sales and relationship managers for generating and retaining investment solutions/services revenue, supporting client acquisition, acting as a technical expert.
  • Requires minimum level 6 qualification (CISI PCIAM equivalent, FSA RDR/JFSC RFA compliant), FSA CF30 registration or Investment Person with JFSC, awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products.
Global Investment Bank, Canary Wharf

Accounting Advisory GB&M

  • Be part of a team which gives accounting policy advice and assistance to GB&M regional businesses across the world including HK, USA, Europe and Middle East.
  • Advising and proactively supporting on new business proposals, live transactions and products including structured transactions in a commercially & compliant manner.
  • Maintaining the bank’s internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
  • Given the evolving regulatory and accounting landscape with the introduction of IFRS 9 this role provides the perfect opportunity for a candidate to apply technical accounting knowledge to new transactions and business initiatives.
  • Needs to be fully qualified ACA, ACCA or overseas and have IFRS 9 implementation experience.
Global Asset Manager, Henley

Investment Oversight Analyst

  • Providing effective oversight and challenge to the Fixed Interest and Multi-Asset investment capabilities.  Involved continuous analysis of the Fixed Interest and Multi-Asset portfolios, investigating portfolio positioning, performance and investment risk to provide insight and challenge to fund managers.
  • Maintain in depth knowledge of performance and risk issues, systems and industry developments
  • Requires previous relevant experience within an investment business or financial services with an understanding of performance attribution, ex-ante investment risk analysis, economics and behavioural finance and knowledge of fixed interest and financial derivative instruments. Experience with Barclays POINT, Bloomberg and RiskMetrics beneficial.
Global Consultancy Firm, City of London

Analyst – Data Visualisation

  • As part of the Banking Data team help clients improve their use of data delivery insights to create competitive advantage and transform organizations.
  • Transform and Integrate data, depending on business requirements.
  • Build out data visualisation applications and look at future integrationpoints and next generation capabilities.
  • Understand business drivers and regulations (Solvency II, IFRS, AML, Dodd Frank etc).
  • Experienced in various visualisation tools such as Qliksense, Qlikview, PowerBI, Tableau, Spotfire, SAS.
Global Investment Bank, Canary Wharf

Loan Agency Client Service Manager

  • Performing role of Facility Agent under Export Credit Agency supported syndicated loan facilities, project finance and project bond transactions.
  • Responsible for portfolio of clients/deals, to ensure professional execution of onboarding and deal closing and flagging potential operational issues.
  • Maximising client experience from mandate through to final repayment as well as managing the non-operational aspects of the deals.
  • Requires strong understanding of Syndicated Loan Market and ECA related business and a strong client focus.
Global Investment Bank, City of London

Infrastructure M&A / Infrastructure Debt Advisory

  • A role in the capital advisory team raising acquisition debt and advising on re-financings as well as lending balance sheet.  The team has advised on debt transactions of more than £5bn in the last year, from senior debt to preferred equity in a range of landmark European M&A and Project Finance deals,
  • Involved in advisory and occasionally principal transactions from the outset, build and oversee financial models, prepare draft term sheets and information memoranda, liaise with banks, assess appropriate debt levels/structure for acquisition.
  • Requires previous relevant experience, knowledge of debt products across the capital structure, knowledge of finance documentation, preferred experience in project finance, infrastructure, and acquisition finance, financial modelling skills including cash flow and financial ratio analysis.
Global Investment Bank, City of London

Infrastructure Principal and Projects Team

  • A combination of typical project finance investment banking tasks with direct principal investing from the balance sheet, as well as being involved in project finance advisory, infrastructure development and client interaction with in a team that is noted as a market leader working on high profile complex transactions.
  • Preparing tenders, greenfield transaction documentation, risk allocation as well as reviewing project documentation and due diligence materials, engaging with 3rd Investing balance sheet in infrastructure projects
  • Requires ability to originate and underwrite debt, equity and hybrid products, supervise complex project finance models, use VBA macros.  Ideally experience of leading and closing both equity and debt into greenfield projects, PPPs, and brownfield infrastructure transactions.
  • Ideally has expertise in project finance modelling, experience negotiating full project finance suite of documentation with 4-6 years experience working on similar transactions.
Global Investment Bank, City of London

EMEA – ETF Sales & Trading

  • To maximise product, commission and profits.  Develop relationships with asset managers, issuers and investor platforms to grow and maximise commission / fee revenue opportunities directly and alongside other sales and distribution teams.
  • Develop successful business by providing specialist sales and product coverage to existing and new clients.  Develop global and regional marketing / sales strategies, build brand recognition and awareness, working effectively with the global trading desk ensuring clear communication and coordinated approach between Hong Kong, London and New York.
  • Requires proven experience in ETF sales and pricing related activities in EMEA markets with a thorough understanding of equity markets and instruments such as stocks, depository receipts, ETFs and futures.  Essential is the ability to work as part of a team and to effectively interact with clients and sales teams.
UK Investment Manager, City of London

Head of Operations Business Partnering

  • Provide Operations SME support to Group Technology and Change in the delivery of strategic projects, ensuring services delivered in a customer centric way.
  • Take the lead in identifying operational efficiency and continuous improvement opportunities as well as service quality improvements and business development.  Define and deliver the capability, structures and processes to support the operational plans.
  • Responsible for managing high quality day to day deliverables and moving forward firm’s capabilities on a strategic level.
  • Reports into Operations Director, has a number of direct reports.  Full time with flexibility.
  • Requires previous Operational experience from an Asset Management background, advanced practitioner in continuous improvement methodologies, and proven leadership and management experience.
Global Investment Bank, Canary Wharf, London

Equity Research

Looking for experienced Equity Analysts in the following areas

  • UK midcaps
  • Insurance
  • Diversified Financials
  • Leisure
  • Real Estate
  • Mining
  • Capital Goods
Global Asset Manager, Henley

Head of Global Client and Marketing Insights

  • Leading standards of client centricity within company culture and development of best practice insight function, working with Global Marketing Strategy team to define brand and client experience.
  • Requires someone with experience managing multi market research programmes, data analytics, managing global brands, client experience and client satisfaction, experience in more than one industry advantageous.

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