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investment solutions senior analyst
Senior IT Manager
Hays Technology City, Birmingham
Role: Senior IT Manager Contract: Fixed-Term Contract 12 Months Salary: 63877 Hybrid: Yes - 2 days per week in office (Birmingham City Centre) Hours: 35 hours per week Location: Birmingham City Centre This post will support the Associate Director, IT with the development of core IT processes across IT Operations, IT infrastructure, Software Development and Solutions Architecture. The Senior IT Manager is responsible for both the tactical and strategic development of functions listed above. The Senior IT Manager will also support the Enterprise Operations Manager to help manage the IT department, day-to-day service delivery, and capacity planning to ensure the IT department meets the current and future requirements of the organisation. Key Responsibilities: Identify and implement improvements to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture with the associated roadmaps to ensure the selection, deployment and lifecycle management of appropriate services is aligned to the corporate plan. Provision of technical advice and guidance to ensure that business benefits are derived from large investments in IT and consolidation of technologies/applications. This will extend to briefing and supporting the department around the use of our technical services to drive benefits and improve capabilities, therefore develop better returns on investment. Support the Enterprise Operations Manager to actively manage relationships with suppliers/vendors ensuring awareness of infrastructure roadmaps, with a particular focus on technical debt and getting the most out of technology investments. Implement Supplier reviews with the Associate Director, IT to manage relationships with vendors adhering to contract compliance and added value services. Review, Develop and implement IT policies and architectural and design standards/principles with respect to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture Provide full-service delivery responsibility; undertake technical planning to ensure sufficient system capacity is made available, that renewal plans to replace obsolete or at-risk technologies are timely and that SLAs are being met and/or exceeded with a focus on proactive service delivery To lead, inspire and motivate a diverse team of Service Desk Analysts; ensuring that they are adequately resourced, prepared, motivated, and utilised to help achieve key CTP business outcomes. To take responsibility for line management, recruitment and training, work that will include 1-2-1s, performance development reviews and general people management activities such as the organisation of annual leave, sickness, and performance. To work closely with colleagues and your line manager to ensure departmental processes are fit for purpose, the role will involve request fulfilment and incident, problem, change, event, knowledge, and major incident management, all in conjunction with ITIL best practice. Personal and Professional Skills: Experience in an IT Service Desk / IT Support role, or managing an IT Service Desk Strong understanding of ITIL is essential. Ability to analyse IT functions, existing structures and processes, including experience of implementing new functions, structures and processes. Have a solid understanding of workflow management, and the ability to articulate the value of effective processes and procedures. Have a background in the management of critical success factors, key performance indicators and service level agreements. A working knowledge of service management software and tools, including their configuration and customisation. Have a strong customer service focus, excellent stakeholder relationship skills, experience of acting as an escalation point and a thorough understanding of what it takes to deliver an exceptional service to demanding customers. Experience of making continuous improvements and possess team-working, planning, organisational, multitasking and problem-solving skills. A background in coaching, developing, and training new staff members in either a customer service or IT discipline is essential. Must have proven experience and ability to: Proven previous working experience as a Lead IT manager or Head of IT Excellent knowledge of technical management, information analysis and of computer hardware/software systems. Previous experience analysing IT function effectiveness and aligning to business operations. Hands-on experience with computer networks, network administration and network installation. Ability to manage IT service desk and networking functions to optimise efficiency and outcomes. Worked to defined SLAs. Worked with a service management framework (ITIL) Basic working knowledge of Cisco VoIP and Video Conferencing systems ITIL certified. Subject-Matter Expert in Incident and Service Request Management Basic working knowledge of Continual Service Improvement Benefits: 10% Pension Contribution 27 days holiday plus bank holidays and a buy/sell scheme Flexi time scheme Tax-free childcare scheme Extensive Benefits Package Vetting is required for this role, so a background check will be conducted. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Sep 04, 2025
Full time
Role: Senior IT Manager Contract: Fixed-Term Contract 12 Months Salary: 63877 Hybrid: Yes - 2 days per week in office (Birmingham City Centre) Hours: 35 hours per week Location: Birmingham City Centre This post will support the Associate Director, IT with the development of core IT processes across IT Operations, IT infrastructure, Software Development and Solutions Architecture. The Senior IT Manager is responsible for both the tactical and strategic development of functions listed above. The Senior IT Manager will also support the Enterprise Operations Manager to help manage the IT department, day-to-day service delivery, and capacity planning to ensure the IT department meets the current and future requirements of the organisation. Key Responsibilities: Identify and implement improvements to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture with the associated roadmaps to ensure the selection, deployment and lifecycle management of appropriate services is aligned to the corporate plan. Provision of technical advice and guidance to ensure that business benefits are derived from large investments in IT and consolidation of technologies/applications. This will extend to briefing and supporting the department around the use of our technical services to drive benefits and improve capabilities, therefore develop better returns on investment. Support the Enterprise Operations Manager to actively manage relationships with suppliers/vendors ensuring awareness of infrastructure roadmaps, with a particular focus on technical debt and getting the most out of technology investments. Implement Supplier reviews with the Associate Director, IT to manage relationships with vendors adhering to contract compliance and added value services. Review, Develop and implement IT policies and architectural and design standards/principles with respect to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture Provide full-service delivery responsibility; undertake technical planning to ensure sufficient system capacity is made available, that renewal plans to replace obsolete or at-risk technologies are timely and that SLAs are being met and/or exceeded with a focus on proactive service delivery To lead, inspire and motivate a diverse team of Service Desk Analysts; ensuring that they are adequately resourced, prepared, motivated, and utilised to help achieve key CTP business outcomes. To take responsibility for line management, recruitment and training, work that will include 1-2-1s, performance development reviews and general people management activities such as the organisation of annual leave, sickness, and performance. To work closely with colleagues and your line manager to ensure departmental processes are fit for purpose, the role will involve request fulfilment and incident, problem, change, event, knowledge, and major incident management, all in conjunction with ITIL best practice. Personal and Professional Skills: Experience in an IT Service Desk / IT Support role, or managing an IT Service Desk Strong understanding of ITIL is essential. Ability to analyse IT functions, existing structures and processes, including experience of implementing new functions, structures and processes. Have a solid understanding of workflow management, and the ability to articulate the value of effective processes and procedures. Have a background in the management of critical success factors, key performance indicators and service level agreements. A working knowledge of service management software and tools, including their configuration and customisation. Have a strong customer service focus, excellent stakeholder relationship skills, experience of acting as an escalation point and a thorough understanding of what it takes to deliver an exceptional service to demanding customers. Experience of making continuous improvements and possess team-working, planning, organisational, multitasking and problem-solving skills. A background in coaching, developing, and training new staff members in either a customer service or IT discipline is essential. Must have proven experience and ability to: Proven previous working experience as a Lead IT manager or Head of IT Excellent knowledge of technical management, information analysis and of computer hardware/software systems. Previous experience analysing IT function effectiveness and aligning to business operations. Hands-on experience with computer networks, network administration and network installation. Ability to manage IT service desk and networking functions to optimise efficiency and outcomes. Worked to defined SLAs. Worked with a service management framework (ITIL) Basic working knowledge of Cisco VoIP and Video Conferencing systems ITIL certified. Subject-Matter Expert in Incident and Service Request Management Basic working knowledge of Continual Service Improvement Benefits: 10% Pension Contribution 27 days holiday plus bank holidays and a buy/sell scheme Flexi time scheme Tax-free childcare scheme Extensive Benefits Package Vetting is required for this role, so a background check will be conducted. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Corporate Tax Senior Analyst - In House - FTC
Hays Accounts and Finance Southampton, Hampshire
Your new company My client is a leading wealth management business, overseeing over 100 billion in customer investments. They offer financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. There is an opportunity for you to join their team on a 12 month fixed term contract. Your new role You will: Be responsible for all corporate tax reporting and compliance work Be responsible for other areas such as Senior Accounting Officer compliance, Corporate Interest Restriction and looking to improve corporation tax system processes Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, tec) Deal with external auditor queries in relation to tax matters in an efficient and timely manner. Provide full corporate tax compliance services (incl. preparation of corporation tax computations and associated tax technical analysis) Provide corporate tax advice to the business units with support from Corporate Tax Business Partner. Be responsible for ensuring Senior Accounting Officer obligations are met for the year, including liaising with areas of the business to gather the information required. Prepare the Corporate Interest Restriction (CIR) return on a yearly basis, ensuring it meets all tax technical requirements. Investigate and implement improvements to tax systems used within the corporation tax compliance process, including looking at any usage of AI. Monitor tax risks and escalate emerging risks as appropriate in line with the Tax Risk Policy and ensure adherence to the Financial Control Framework Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, etc.). What you'll need to succeed You will be a qualified accountant or tax professional. My client will also consider qualified by experience candidates. Alphatax experience will be advantageous. What you'll get in return You will receive a salary dependent on experience of up to 55,000. My client offers a hybrid working model with one day a week in the office. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV , or call me now on (phone number removed) If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Sep 02, 2025
Contractor
Your new company My client is a leading wealth management business, overseeing over 100 billion in customer investments. They offer financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. There is an opportunity for you to join their team on a 12 month fixed term contract. Your new role You will: Be responsible for all corporate tax reporting and compliance work Be responsible for other areas such as Senior Accounting Officer compliance, Corporate Interest Restriction and looking to improve corporation tax system processes Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, tec) Deal with external auditor queries in relation to tax matters in an efficient and timely manner. Provide full corporate tax compliance services (incl. preparation of corporation tax computations and associated tax technical analysis) Provide corporate tax advice to the business units with support from Corporate Tax Business Partner. Be responsible for ensuring Senior Accounting Officer obligations are met for the year, including liaising with areas of the business to gather the information required. Prepare the Corporate Interest Restriction (CIR) return on a yearly basis, ensuring it meets all tax technical requirements. Investigate and implement improvements to tax systems used within the corporation tax compliance process, including looking at any usage of AI. Monitor tax risks and escalate emerging risks as appropriate in line with the Tax Risk Policy and ensure adherence to the Financial Control Framework Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, etc.). What you'll need to succeed You will be a qualified accountant or tax professional. My client will also consider qualified by experience candidates. Alphatax experience will be advantageous. What you'll get in return You will receive a salary dependent on experience of up to 55,000. My client offers a hybrid working model with one day a week in the office. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV , or call me now on (phone number removed) If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Hays
Corporate Tax Senior Analyst - In House - FTC
Hays Southampton, Hampshire
Corporate Tax ACA ACCA ATT CTA FTC Hampshire Southampton Your new company My client is a leading wealth management business, overseeing over £100 billion in customer investments. They offer financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. There is an opportunity for you to join their team on a 12 month fixed term contract. Your new role You will: Be responsible for all corporate tax reporting and compliance work Be responsible for other areas such as Senior Accounting Officer compliance, Corporate Interest Restriction and looking to improve corporation tax system processes Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, tec) Deal with external auditor queries in relation to tax matters in an efficient and timely manner. Provide full corporate tax compliance services (incl. preparation of corporation tax computations and associated tax technical analysis) Provide corporate tax advice to the business units with support from Corporate Tax Business Partner. Be responsible for ensuring Senior Accounting Officer obligations are met for the year, including liaising with areas of the business to gather the information required. Prepare the Corporate Interest Restriction (CIR) return on a yearly basis, ensuring it meets all tax technical requirements. Investigate and implement improvements to tax systems used within the corporation tax compliance process, including looking at any usage of AI. Monitor tax risks and escalate emerging risks as appropriate in line with the Tax Risk Policy and ensure adherence to the Financial Control Framework Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, etc.). What you'll need to succeed You will be a qualified accountant or tax professional. My client will also consider qualified by experience candidates. Alphatax experience will be advantageous. What you'll get in return You will receive a salary dependent on experience of up to £55,000. My client offers a hybrid working model with one day a week in the office. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to , or call me now on If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 01, 2025
Full time
Corporate Tax ACA ACCA ATT CTA FTC Hampshire Southampton Your new company My client is a leading wealth management business, overseeing over £100 billion in customer investments. They offer financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. There is an opportunity for you to join their team on a 12 month fixed term contract. Your new role You will: Be responsible for all corporate tax reporting and compliance work Be responsible for other areas such as Senior Accounting Officer compliance, Corporate Interest Restriction and looking to improve corporation tax system processes Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, tec) Deal with external auditor queries in relation to tax matters in an efficient and timely manner. Provide full corporate tax compliance services (incl. preparation of corporation tax computations and associated tax technical analysis) Provide corporate tax advice to the business units with support from Corporate Tax Business Partner. Be responsible for ensuring Senior Accounting Officer obligations are met for the year, including liaising with areas of the business to gather the information required. Prepare the Corporate Interest Restriction (CIR) return on a yearly basis, ensuring it meets all tax technical requirements. Investigate and implement improvements to tax systems used within the corporation tax compliance process, including looking at any usage of AI. Monitor tax risks and escalate emerging risks as appropriate in line with the Tax Risk Policy and ensure adherence to the Financial Control Framework Provide or assist the business units with their tax accounting obligations in management and statutory accounts (e.g. current & deferred tax disclosures, etc.). What you'll need to succeed You will be a qualified accountant or tax professional. My client will also consider qualified by experience candidates. Alphatax experience will be advantageous. What you'll get in return You will receive a salary dependent on experience of up to £55,000. My client offers a hybrid working model with one day a week in the office. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to , or call me now on If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Equiniti
Delivery & Support Analyst
Equiniti Crawley, Sussex
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Main Purpose of Job To provide analysis, planning, process control, documentation and support across the end-to-end delivery team activity which includes configuration ticket management, release management, system testing, UAT testing and production support/live system issue triage. Reporting into the Delivery, Release & Support Manager and/or Senior Delivery Manager and working closely with other leaders within the team to maintain governance and controls ensuring a uniform approach to the delivery cycle. This role will also support the smooth handover of deliveries to the business users, providing them with documented processes and understanding of new system features as they are released. Core Duties/Responsibilities The duties and responsibilities outlined below are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform. Work with the Delivery, Release and Support Manager and management team to facilitate effective management of the end-to-end delivery cycle. Ensuring appropriate governance and controls, and knowledge transfer across the system and product features. Provide support across the delivery, release and production support team throughout the project lifecycle, including: Assist in developing, maintaining, and improving project templates and tools. Preparation and maintenance of project documentation. Preparation and maintenance of processes, product feature documentation, planning, analysis and management information reporting. Support the co-ordination of tasks and activities, including scheduling and escalation resolution. Maintain easily accessible and clear records of discussions, decisions, and outcomes throughout delivery lifecycles. Oversight and management of accurate and timely reporting across the delivery resources. Supporting operational business readiness activities for new release and system enhancements Provide traceability for managing documentation, project history and organisational knowledge. Contribute to continuous improvement of the delivery framework, processes, and standards by identifying problem areas and investigating potential solutions. Skills, Knowledge & Experience Essential System Delivery strengths or demonstrable experience. Microsoft Office Suite, especially Access, Excel, PowerPoint and SharePoint. Experience of working well across different management levels, as part of a team and interacting with adjacent teams including Administration and Operational functions Experience of working in a PMO/project environment. Excellent organisational and planning skills. Excellent communication and influencing skills. Good analytical, numerical and logic skills. Previous experience of identifying and managing risks and pro-actively addressing problems. Maintaining reporting and governance frameworks. Ability to develop effective working relationships with internal and external stakeholders. Presentation and facilitation skills. Documentation configuration management. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Sep 01, 2025
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Main Purpose of Job To provide analysis, planning, process control, documentation and support across the end-to-end delivery team activity which includes configuration ticket management, release management, system testing, UAT testing and production support/live system issue triage. Reporting into the Delivery, Release & Support Manager and/or Senior Delivery Manager and working closely with other leaders within the team to maintain governance and controls ensuring a uniform approach to the delivery cycle. This role will also support the smooth handover of deliveries to the business users, providing them with documented processes and understanding of new system features as they are released. Core Duties/Responsibilities The duties and responsibilities outlined below are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform. Work with the Delivery, Release and Support Manager and management team to facilitate effective management of the end-to-end delivery cycle. Ensuring appropriate governance and controls, and knowledge transfer across the system and product features. Provide support across the delivery, release and production support team throughout the project lifecycle, including: Assist in developing, maintaining, and improving project templates and tools. Preparation and maintenance of project documentation. Preparation and maintenance of processes, product feature documentation, planning, analysis and management information reporting. Support the co-ordination of tasks and activities, including scheduling and escalation resolution. Maintain easily accessible and clear records of discussions, decisions, and outcomes throughout delivery lifecycles. Oversight and management of accurate and timely reporting across the delivery resources. Supporting operational business readiness activities for new release and system enhancements Provide traceability for managing documentation, project history and organisational knowledge. Contribute to continuous improvement of the delivery framework, processes, and standards by identifying problem areas and investigating potential solutions. Skills, Knowledge & Experience Essential System Delivery strengths or demonstrable experience. Microsoft Office Suite, especially Access, Excel, PowerPoint and SharePoint. Experience of working well across different management levels, as part of a team and interacting with adjacent teams including Administration and Operational functions Experience of working in a PMO/project environment. Excellent organisational and planning skills. Excellent communication and influencing skills. Good analytical, numerical and logic skills. Previous experience of identifying and managing risks and pro-actively addressing problems. Maintaining reporting and governance frameworks. Ability to develop effective working relationships with internal and external stakeholders. Presentation and facilitation skills. Documentation configuration management. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Agreus Limited
Senior Investment Analyst
Agreus Limited
Our client is a London based Single Family Office seeking an investment professional to monitor and manage the existing investment portfolio that consists of varied asset classes. You will be expected to work independently and liaise laterally with other team members while reporting directly to the principal. Key Responsibilities Monitoring the investment portfolio, manage the internal portfolio reporting system, provide recommendations to the principal. Coordinating with other team members and external service providers to ensure goals alignment, tax efficiency, and proper execution and file Analysing data and creating reports to inform decision-making, including analysing investment proposals and seeking investment solutions to match the principal's objectives. Monitoring the treasury and liquidity requirements within the Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters. Required Skills and Qualifications Good understanding of financial instruments, bonds markets, equity markets and derivatives, sound understanding of structured financial Minimum 5 years experience in the financial services, asset management, wealth management (family office), or financial advisory industry. Good analytical skills, ability to write clear and concise analysis of investment opportunities and recommendations. Good interpersonal skills required to liaise with other team members and external service providers and Sound understanding of financial reporting and basic accounting, as well as some familiarity with UK and international taxation issues is a bonus. Basic understanding of legal matters relating to financial instruments and Working Conditions Full time job based in central London, some possibility on working from home on days when the job allows this. The job does not provide benefits in kind such as health insurance or pension fund From time to time the job may require travelling Culture and Values The office setup is informal and requires ability to work The principal and his family value privacy and confidentiality, confidentiality commitments are in excess of those that usually apply in big If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume
Sep 01, 2025
Full time
Our client is a London based Single Family Office seeking an investment professional to monitor and manage the existing investment portfolio that consists of varied asset classes. You will be expected to work independently and liaise laterally with other team members while reporting directly to the principal. Key Responsibilities Monitoring the investment portfolio, manage the internal portfolio reporting system, provide recommendations to the principal. Coordinating with other team members and external service providers to ensure goals alignment, tax efficiency, and proper execution and file Analysing data and creating reports to inform decision-making, including analysing investment proposals and seeking investment solutions to match the principal's objectives. Monitoring the treasury and liquidity requirements within the Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters. Required Skills and Qualifications Good understanding of financial instruments, bonds markets, equity markets and derivatives, sound understanding of structured financial Minimum 5 years experience in the financial services, asset management, wealth management (family office), or financial advisory industry. Good analytical skills, ability to write clear and concise analysis of investment opportunities and recommendations. Good interpersonal skills required to liaise with other team members and external service providers and Sound understanding of financial reporting and basic accounting, as well as some familiarity with UK and international taxation issues is a bonus. Basic understanding of legal matters relating to financial instruments and Working Conditions Full time job based in central London, some possibility on working from home on days when the job allows this. The job does not provide benefits in kind such as health insurance or pension fund From time to time the job may require travelling Culture and Values The office setup is informal and requires ability to work The principal and his family value privacy and confidentiality, confidentiality commitments are in excess of those that usually apply in big If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume
Data Architect
Harnham - Data & Analytics Recruitment
DATA ARCHITECT£550 - £600 per day 6 - months We are representing a leading UK organisation recognised for its large-scale operations, strong public profile, and commitment to digital transformation. The organisation is undergoing a significant modernisation programme, with investment in technology, data, and cloud platforms to drive efficiency, transparency, and innovation across all business functions. With an emphasis on collaboration, inclusion, and continuous improvement, this organisation is seeking top-tier talent to help shape its future. Role Overview & Responsibilities Our client is seeking an experienced Senior Data Architect to play a pivotal role in the migration of Finance and HR divisions onto Workday. This contractor will be instrumental in shaping the organisation's data strategy, building scalable architecture solutions, and ensuring data integrity, security, and governance. Key responsibilities include: Designing and implementing scalable data architecture solutions aligned with business and industry standards. Supporting the migration of Finance and HR data and systems into Workday. Managing critical data elements in Purview Data Catalogue and ensuring effective usage across the business. Establishing and enforcing data governance, quality, and security standards. Developing a data operating model for BAU and ongoing product adoption. Driving data architecture evolution to support advanced analytics and AI over the next four years. Collaborating with cross-functional stakeholders to translate business requirements into data solutions. Providing technical leadership and mentorship to data architects, engineers, and analysts. Staying up to date with new technologies, and recommending improvements to architecture practices. Technical Skills & Experience Must-have: Extensive experience designing and implementing enterprise-scale data architectures Proficiency in data integration and ETL processes. Advanced skills in SQL, Python, or equivalent programming languages. Strong knowledge of data governance, data security, and compliance frameworks. Expertise in Master & Reference Data Management and Data Quality best practices. Cloud-based architecture experience (AWS, Azure, or GCP). Experience implementing data management frameworks and operating models. Desirable: Master's degree or DAMA certification (CDMP).Proven expertise with Workday product and data integrations. Experience across different database architectures (Lakehouse, Relational, Document Store). Familiarity with observability tools, BI platforms (Power BI), or Agile methods. Knowledge of advanced analytics, data science, or NLP techniques. Soft Skills Strong stakeholder management and communication skills, able to bridge technical and non-technical conversations. Excellent problem-solving, attention to detail, and documentation skills. Proven leadership with the ability to mentor and guide teams.
Sep 01, 2025
Full time
DATA ARCHITECT£550 - £600 per day 6 - months We are representing a leading UK organisation recognised for its large-scale operations, strong public profile, and commitment to digital transformation. The organisation is undergoing a significant modernisation programme, with investment in technology, data, and cloud platforms to drive efficiency, transparency, and innovation across all business functions. With an emphasis on collaboration, inclusion, and continuous improvement, this organisation is seeking top-tier talent to help shape its future. Role Overview & Responsibilities Our client is seeking an experienced Senior Data Architect to play a pivotal role in the migration of Finance and HR divisions onto Workday. This contractor will be instrumental in shaping the organisation's data strategy, building scalable architecture solutions, and ensuring data integrity, security, and governance. Key responsibilities include: Designing and implementing scalable data architecture solutions aligned with business and industry standards. Supporting the migration of Finance and HR data and systems into Workday. Managing critical data elements in Purview Data Catalogue and ensuring effective usage across the business. Establishing and enforcing data governance, quality, and security standards. Developing a data operating model for BAU and ongoing product adoption. Driving data architecture evolution to support advanced analytics and AI over the next four years. Collaborating with cross-functional stakeholders to translate business requirements into data solutions. Providing technical leadership and mentorship to data architects, engineers, and analysts. Staying up to date with new technologies, and recommending improvements to architecture practices. Technical Skills & Experience Must-have: Extensive experience designing and implementing enterprise-scale data architectures Proficiency in data integration and ETL processes. Advanced skills in SQL, Python, or equivalent programming languages. Strong knowledge of data governance, data security, and compliance frameworks. Expertise in Master & Reference Data Management and Data Quality best practices. Cloud-based architecture experience (AWS, Azure, or GCP). Experience implementing data management frameworks and operating models. Desirable: Master's degree or DAMA certification (CDMP).Proven expertise with Workday product and data integrations. Experience across different database architectures (Lakehouse, Relational, Document Store). Familiarity with observability tools, BI platforms (Power BI), or Agile methods. Knowledge of advanced analytics, data science, or NLP techniques. Soft Skills Strong stakeholder management and communication skills, able to bridge technical and non-technical conversations. Excellent problem-solving, attention to detail, and documentation skills. Proven leadership with the ability to mentor and guide teams.
Robert Walters
Senior Project Manager - Client Reporting & Onboarding
Robert Walters
A leading global investment management firm is seeking a Senior Project Manager with proven client reporting and onboarding experience to join their Business Change team in London City working 3 days a week in the office What you'll do: As a Senior Project Manager, you will take ownership of client reporting and onboarding workstreams within a large-scale transformation programme aimed at redefining how core Middle Office activities operate.More specifically, you will: Drive the delivery of complex projects from inception through to completion by establishing strong governance frameworks and ensuring alignment with strategic goals. Collaborate extensively with business leaders, subject matter experts, analysts, IT professionals, third parties, and other stakeholders to define new processes and implement them effectively. Lead multiple concurrent streams encompassing both business process improvements and technology enhancements to deliver required capabilities within agreed constraints. Drive forward a diverse group of stakeholders-including business subject matter experts and analysts-by fostering collaboration and accountability without relying on direct line management authority. Partner with Business Owners to guarantee that all deliverables align with strategic objectives, vision statements, and business cases while upholding high standards of quality. Produce comprehensive management reports that provide transparency into progress, risks, issues, and achievements across the entire project portfolio. Facilitate successful collaboration between Business Stakeholders, third-party vendors, IT Teams, Technology Operations, PMO staff, and other cross-functional groups involved in delivery. Oversee the definition and implementation of end-to-end operating models for Middle Office areas by coordinating efforts across internal teams and external partners. Support the ongoing measurement of benefits realisation post-implementation to ensure sustainable improvements are achieved. What you bring: To excel as a Senior Project Manager, you will bring substantial experience gained within investment management environments-particularly those involving Middle Office operations. Your proven expertise in delivering complex projects using both traditional (such as PRINCE2) and Agile methodologies will be complemented by your deep understanding of financial services processes. You possess outstanding interpersonal skills that foster co-operation among stakeholders at all levels while navigating matrix structures with ease. Demonstrable client reporting and onboarding Project Management experience within investment management Middle Office functions is essential for this position. Proven ability to apply Agile or iterative delivery methodologies effectively within complex financial services environments is highly desirable. Formal qualifications such as PRINCE2 or equivalent project management certifications are required to ensure structured approaches are followed throughout delivery. A solid understanding of IT software solutions and infrastructure components relevant to Middle Office operations supports your ability to bridge business-technology gaps. A track record of personally managing successful projects or programmes demonstrates your dependability in delivering results under pressure. Experience running initiatives that introduce organisational or process changes into established business functions highlights your adaptability and communication skills. Exceptional interpersonal skills allow you to build trust-based relationships with senior stakeholders across matrix-managed environments where influence is key. Excellent written and verbal communication abilities enable you to convey complex information clearly while facilitating consensus among diverse groups. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Sep 01, 2025
Full time
A leading global investment management firm is seeking a Senior Project Manager with proven client reporting and onboarding experience to join their Business Change team in London City working 3 days a week in the office What you'll do: As a Senior Project Manager, you will take ownership of client reporting and onboarding workstreams within a large-scale transformation programme aimed at redefining how core Middle Office activities operate.More specifically, you will: Drive the delivery of complex projects from inception through to completion by establishing strong governance frameworks and ensuring alignment with strategic goals. Collaborate extensively with business leaders, subject matter experts, analysts, IT professionals, third parties, and other stakeholders to define new processes and implement them effectively. Lead multiple concurrent streams encompassing both business process improvements and technology enhancements to deliver required capabilities within agreed constraints. Drive forward a diverse group of stakeholders-including business subject matter experts and analysts-by fostering collaboration and accountability without relying on direct line management authority. Partner with Business Owners to guarantee that all deliverables align with strategic objectives, vision statements, and business cases while upholding high standards of quality. Produce comprehensive management reports that provide transparency into progress, risks, issues, and achievements across the entire project portfolio. Facilitate successful collaboration between Business Stakeholders, third-party vendors, IT Teams, Technology Operations, PMO staff, and other cross-functional groups involved in delivery. Oversee the definition and implementation of end-to-end operating models for Middle Office areas by coordinating efforts across internal teams and external partners. Support the ongoing measurement of benefits realisation post-implementation to ensure sustainable improvements are achieved. What you bring: To excel as a Senior Project Manager, you will bring substantial experience gained within investment management environments-particularly those involving Middle Office operations. Your proven expertise in delivering complex projects using both traditional (such as PRINCE2) and Agile methodologies will be complemented by your deep understanding of financial services processes. You possess outstanding interpersonal skills that foster co-operation among stakeholders at all levels while navigating matrix structures with ease. Demonstrable client reporting and onboarding Project Management experience within investment management Middle Office functions is essential for this position. Proven ability to apply Agile or iterative delivery methodologies effectively within complex financial services environments is highly desirable. Formal qualifications such as PRINCE2 or equivalent project management certifications are required to ensure structured approaches are followed throughout delivery. A solid understanding of IT software solutions and infrastructure components relevant to Middle Office operations supports your ability to bridge business-technology gaps. A track record of personally managing successful projects or programmes demonstrates your dependability in delivering results under pressure. Experience running initiatives that introduce organisational or process changes into established business functions highlights your adaptability and communication skills. Exceptional interpersonal skills allow you to build trust-based relationships with senior stakeholders across matrix-managed environments where influence is key. Excellent written and verbal communication abilities enable you to convey complex information clearly while facilitating consensus among diverse groups. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Senior Business Analyst
Howells Solutions Limited Orpington, Kent
Senior Business Analyst Based in Orpington 12-18 months fixed term contract Salary: 60-70k We are working with a leading savings and investment specialist to recruit a skilled and experienced Senior Business Analyst to join their team in Orpington. Responsibilities: Drive solutions and delivery of key milestones on time and to budget. Identify new high priority business needs or important backlog items and prepare detailed requirements. Monitor competitors and industry advancements to help drive customer journey and customer experience improvements. Clarify and extract detail on high level business problem statements and determine a tactical fix or factor in the resolution within the wider change plan. Collaborate closely and frequently with business SMEs to ensure all required processes and impacted areas are carefully considered within the project scope and to deliver solutions as expected and to the required standard. Communicate with stakeholders to set and manage expectations of proposed solutions or phases within a longer-term goal/approach to meeting the business strategy. Support end users adapt to changes proposed or designed by the analyst team and see new processes through to fruition. Work closely with IT, specifically the systems analyst to better understand technical implications, constraints, and capabilities and use this understanding to assess and communicate solution viability, timelines and priorities. Essential/Desirable Criteria: Analytical based experience within the Financial Services, Compliance or Technology sector. An understanding of the software development lifecycle and the mindset and adaptability towork well within an Agile team. Ability to think strategically and anticipate user needs in the short and longer term to help drive continuous vision. Strong verbal and written communication skills, with the ability to clearly express technical concepts to your team and management level colleagues. Natural relationship builder who maintains honest, collaborative, and constructive relationships within all levels of an organisation. Experience in either: Software design and analysis Software maintenance Process Improvement Process Mapping Data Analysis Database admin or design CRM Management Team player, customer focused, analytical, great interperson skills and Salary & Benefits: You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. This is a permanent, full time role for which you will receive a highly competitive salary + Benefits. If you are interested, please apply online now!
Sep 01, 2025
Contractor
Senior Business Analyst Based in Orpington 12-18 months fixed term contract Salary: 60-70k We are working with a leading savings and investment specialist to recruit a skilled and experienced Senior Business Analyst to join their team in Orpington. Responsibilities: Drive solutions and delivery of key milestones on time and to budget. Identify new high priority business needs or important backlog items and prepare detailed requirements. Monitor competitors and industry advancements to help drive customer journey and customer experience improvements. Clarify and extract detail on high level business problem statements and determine a tactical fix or factor in the resolution within the wider change plan. Collaborate closely and frequently with business SMEs to ensure all required processes and impacted areas are carefully considered within the project scope and to deliver solutions as expected and to the required standard. Communicate with stakeholders to set and manage expectations of proposed solutions or phases within a longer-term goal/approach to meeting the business strategy. Support end users adapt to changes proposed or designed by the analyst team and see new processes through to fruition. Work closely with IT, specifically the systems analyst to better understand technical implications, constraints, and capabilities and use this understanding to assess and communicate solution viability, timelines and priorities. Essential/Desirable Criteria: Analytical based experience within the Financial Services, Compliance or Technology sector. An understanding of the software development lifecycle and the mindset and adaptability towork well within an Agile team. Ability to think strategically and anticipate user needs in the short and longer term to help drive continuous vision. Strong verbal and written communication skills, with the ability to clearly express technical concepts to your team and management level colleagues. Natural relationship builder who maintains honest, collaborative, and constructive relationships within all levels of an organisation. Experience in either: Software design and analysis Software maintenance Process Improvement Process Mapping Data Analysis Database admin or design CRM Management Team player, customer focused, analytical, great interperson skills and Salary & Benefits: You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. This is a permanent, full time role for which you will receive a highly competitive salary + Benefits. If you are interested, please apply online now!

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