Servicing Planner (Niddrie)
About Us Commonwealth Financial Planning (CFP) has been providing financial advice to Australians for more than two decades. We are one of Australia’s largest and best resourced financial planning businesses, with more than 700 advisers nationwide and over 100 specialist support staff. Our national presence means that wherever customers are, they’ll be able to access quality financial advice. The Role Provide essential client support to a well-established Financial Planner Assist in the ongoing service and review work of the Planner’s client portfolio Build and maintain on-going client relationships Read more […]
RFP Marketing Manager/Asset Management
Responsibilities: -Promote Firm’s competitive position -Effectively formulate strategic proposals liaising with international portfolio management, sales and marketing -Write incisive proposals with a clear marketing vision -Analyze follow-up to proposals and identify appropriate action -Maintain and track RFP database Qualifications: -5-7+ years of asset management/financial services RFP experience -Excellent writing, communication and analytical skills -In-depth financial product knowledge -Outstanding interpersonal and leadership skills -Fluency in Chinese, German, Italian or French preferred Read more […]
Investment Analyst
The role holder will be heavily involved in the investment process including implementing the asset allocation through actively managed fund selection. In addition, the role involves multi manager portfolio analysis and overseeing the risk management of the company’s investment strategy. As a key member of the Investment Committee the candidate will take ownership of the investment decisions and overseeing third party managers. As a suitable candidate for this position you will have an extensive background within investment management specifically focused on strategic asset allocation and Read more […]
Process and Controls – Manager
EY’s Risk Advisory practice is a dedicated group of professionals who provide business risk management assurance and advisory services. We’re looking for Managers with an understanding of governance, process and controls to join our team, with focus on the asset management sector.Your responsibilities as a Process and Controls Manager will include:- Securing and enhancing relationships with senior client management- Maintaining active communication with senior managers, partners and clients, managing expectations and ensuring client satisfaction- Assigning engagement teams to exceed client’s expectations Read more […]
Investment Counsellor
Required by a prominent European private bank, a qualified individual to join the team in the role of Investment Counsellor Role purpose : Reporting to Head of Investment Counselling and work with Taiwan or China teams to deliver the performance targets and business strategies Partner with Relationship Managers in providing optimal investment solutions to clients Maximise synergies with other investment team members Follow Global Investment Counselling views and investment themes/product ideas and enforce portfolio advisory framework Full compliance with internal and external regulations Read more […]
Director,Global Product Specialist
Global asset manager seeks a high calibre individual with significant experience of operating at a strategic level within asset management. This is an extremely high profile, globally focussed role requiring the incumbent to demonstrate the presence and gravitas essential to influence senior stakeholders across the business. Remit will be to manage the firm’s client segmentation strategy and to develop segment-specific product, client reporting and service level propositions, managing a team of sector specialists and utilising both commercial awareness and an in-depth knowledge of investment Read more […]
Equity Portfolio Analyst
Responsible for investment research of Small/SMID-cap Growth portfolios. Articulate and maintain a robust and consistent investment process in research for the portfolios.Responsibilities:Effectively conduct industry and sector research, and drawing upon the resources of the Columbia internal research analysts, as well as other primary and secondary research sources, in making investment recommendations. divnbsp;/div BA/BS degree7+ years of equity research experience in small cap growth with demonstrated success in generating performance.Proven ability to work in a team-oriented environment, drawing Read more […]
Senior Associate/AM, Global Mobility Transformation
Job TitleDeloitte, Senior Associate/Assistant Manager, Global Mobility Transformation, Tax, LondonRole descriptionOur clients are faced with a continually changing economic landscape and the increasingly complex regulatory environment. They are tasked with attracting, retaining and engaging global talent through impactful processes, policies and practices.Deloitte provides integrated, strategic and innovative solutions to assist clients with these issues and requirements. Our experience enables us to advise and help clients with specific issues, as well as offering end-to-end solutions including Read more […]
MANAGER OF INVESTMENT ADMINISTRATION / CLIENT SERVICE
Description: A boutique Asset Manager is now seeking a Manager of Investment Administration / Client Service to join their office in Edinburgh. The successful individual will be expected to lead, motivate and develop people in the team to optimise productivity, inter team relationships, maximise client satisfaction (of both internal and external customers) meet quality standards, deliver business objectives and realise team and individual potential. Core Responsibilities: Lead, manage and coach the investment administration / client service team Set and maintain standards to ensure efficient, timely Read more […]
Investment Consultant
Critical to the success of our Investment business is the Manager Research team which assists in driving our clients’ decision making around the selection, monitoring and de-selection of investment managers. As a key member of the manager research team, you will enjoy the opportunity to deepen and apply your knowledge of what it truly takes to be a successful investor. Your ability to analyse data, undertake qualitative analysis, employ effective interviewing techniques, draw conclusions and present results will be enhanced through strong mentoring from experienced professionals. Your primary Read more […]