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Leverton Search

8 💼 Leverton Search Jobs / Employment

Operations FactSet Specialist
8 days ago
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The role is a varied back office role that encompasses all of the traditional Fund Manager disciplines including Pricing, cash reconciliations, trade processing, settlements, valuation production and performance measurement. Other areas to learn over time would be corporate actions, proxy voting extended performance measurement and so on. The Role: Trade Support. Deal Implementation. Performance Analytics. Project Management. Investment data analysis. Valuations. NAV’s, corporate actions, reconciliations, settlements. Client services and reporting. Other: Minimum 2/3 years’ experience in either a Custodian, Asset Manager or a securities services firm. A level minimum. Ideally in a maths based subject, Degree not essential. Excellent FactSet and Excel skills. Solid and reliable character. Well organised, naturally numerate, team, flexible and balanced mentality. Looking for people who can ‘pitch in’, for people who have that can do attitude, for people who are happy loading and unloading the dishwasher – this speaks volume of the culture of the firm. It is entrepreneurial and humble. You will be someone who wants to learn all areas of a successful fund management business and enjoys having a varied role. The company are looking for a candidate they can train, who is looking to spend time in this role to develop their career. Due to the increased applications for this role, you may not get a response unless you fit the criteria.

jobs byAdzuna
Transfer Agent
4 days ago
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Our client is a top-tier entrepreneurial investment house, managing approx. £100bn in assets from institutions, advisory clients and individuals. The company is characterised by its innovative culture and willingness to challenge the status quo, so that client returns may be optimized. Your role will require you to have a good operations background and an excellent understanding of how to manage relationships between the Client and Transfer Agents. Key responsibilities and duties include:·Monitor the work of the Operations team, ensuring it is accurate and standards are upheld·Manage relationships with Transfer Agents·Discuss and assist Clients with any complicated requests·Co-ordinate and produce periodic reports, data for client presentations ·Assist Transition Managers ·Continually develop systems and procedures to improve overall working efficiency of team, in response to changes in the industry Necessary qualifications, experience and competencies:Educated to degree levelIMC or equivalent qualification13– 5 years’ experience in Asset ManagementOperational experience with a thorough understanding of Transfer Agency, Custody and Fund Accounting OperationsDue to the increased applications for this role, you may not get a response unless you fit the criteria This job was originally posted as

Product Strategy & Development - Director Level
8 days ago
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Key responsibilities and duties include: • Collaborate with and advise a number of business areas (including Investments and Distribution) • Assist in implementation of strategy, change and ongoing product management • Support new product approval process • Competitor analysis, market intelligence and product strategy creation Necessary qualifications, experience and competencies: • Minimum seven years’ experience in Asset Management • Numerate with a strong academic background • Clear and concise communicator • Ability to deliver on time, and on budget • Be able to forge strong working relationships with internal stakeholders • High attention to detail and accuracy • Relevant professional qualifications are desirable • Familiarity with UCITS and AIF Due to the increased applications for this role, you may not get a response unless you fit the criteria

jobs byAdzuna
ETF Portfolio Manager
new1 day ago
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Our client is a top performing and well-established asset manager within the heart of the City. The award winning asset manager house manages over £1tn in assets and offers innovative investment solutions across all asset classes. This is an excellent opportunity to work with highly rated investment professionals and accelerate your career. This team is innovative and expanding at a fast rate. They are keen to bring on a ETF specialist as a fund manager to help shape their newly launched funds.Duties and Responsibilities include:Trade physical equity ETF underlying to ensure tracking with the indexLiaise with brokers and carry out orders to a deadlinePerform NAV calculations and manage corporate actionsManage physical equity portfolios and synthetic portfoliosWork with Analysts and Traders to develop investment ideas and recommendationsThe Candidate:3-6 years’ experience managing physical equity portfoliosFCA approvedCFA advantageousAdvanced ExcelExcellent numeracy and communication skillsDue to the increased applications for this role, you may not get a response unless you fit the criteria. This job was originally posted as

Investment Support Analyst
8 days ago
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Role: This role will have you working with both the investment and the Operations teams . This company prides itself on collaboration and will allow you to gain front office exposure which will develop your skills beyond a traditional Operations role. Some daily tasks will include: Cash liquidity cheeks Trade reconciliations, settlements and so forth Performance reporting Ad hoc projects The candidate: University graduate CFA or IMC desirable Self-starter Team player Our client is expanding at a vast rate at the moment and is keen to bring on all experience levels as long as enthusiasm and the capability to learn is shown. Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

jobs byAdzuna
Senior Client Operations Associate
8 days ago
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Key Responsibilities include: Project Management Managing two TA (Transfer Agent) relationships in Ireland and one in the UK. Provide appropriate solutions to our clients’ needs Oversight, process improvement, business management. Take responsibility for clients reporting, understanding the figures and improving the process Keep them up-to-date with developments in investment markets Update clients on the performance of their investment strategy. Investment data analysis Client services and reporting; KYC and AML On-boarding pooled & segregated mandates and subsequent transition events within a client lifecycle Client Transitions and Relationship Building - Partner with the Sales and Investment Teams for the on-boarding of new mandates through effective coordination and project management Develop and maintain relationship with Custodians and Trustees Candidate Requirements: You will be someone who wants to learn all areas of a successful fund management business and enjoys having a varied role. You will have 3 months experience in an operational and TA function and be looking to take the next step as a number two to the Institutional experience IMC Excellent Excel Excellent writing and communications skills Excellent data analysis Excellent bonus structure; IMC Advantageous. Due to the amount of amount of applications, we may not be able to respond to everyone. If you fit the criteria, we will be in touch.

jobs byAdzuna
ETF Product Specialist - Associate
8 days ago
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This is an exciting opportunity to join an exceptional business that promises great career trajectory. Successful candidates will need to express gravitas, be extremely professional and efficient. The role sits in between distribution and investments. As such the candidate will need strong interpersonal skills as well as a strong technical ETF background Main responsibilities include: Client Pitches: Assist in the development of presentations for client pitches Ensuring that product material is produced to a high standard and take the lead in devising content for marketing literature for sales channels Competitor analysis – collect and analyse comparative advantages among major peers and determine our product niche Provide regular updates of market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients RFP oversight - Ensure RFPs are completed with the highest standards possible and tailored to clients' needs Ideally the candidate will have anywhere between 2 and 5 years investment management experience, strong ETF knowledge and academics are required. Educated up to degree standard, and have good numerical skills. Successful candidates should either hold an IMC or be CFA qualified or be willing to undertake either of these qualifications.

jobs byAdzuna
Senior Fund Manager's Assistant
8 days ago
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Job Description: • Modelling investment views across global portfolions ensuring correct asset allocation and monitoring of cash fl • Trade settlements, stock reconciliations, FX calculations and other portfolio administration roles • Supporting team members on investment projects, analytic reports, client presentations and more Candidate Specification: •4 - 8 years’ experience in a investment or front office operational position •Strong educational background •Strong IT skills – OMS and ThinkFolio skills desirable •Highly numerate with a keen eye for detail •Strong verbal and written communication skills Due to the increased applications for this role, you may not get a response unless you fit the criteria.

jobs byAdzuna