wealth management jobs

Near london
698Jobs Found

698 jobs found for wealth management jobs Near london

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Private Wealth Management, Institutional Client Solutions, Charities and Non-Profits, Vice President

Goldman Sachs

London, London
1 day ago
London, London
1 day ago

HOW YOU WILL FULFILL YOUR POTENTIAL

Leverage your unique background and experiences to build a charity and non-profit business within Goldman Sachs
Work with a team to source and develop new business opportunities, as well as to support existing client relationships
The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team.
Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries.
Enhance your investment acumen through creating asset allocation strategies and portfolio implementation recommendations to clients.

SKILLS & EXPERIENCE WERE LOOKING FOR

Experience sourcing, advising and managing charity and non-profit clients
Knowledge of the ESG and impact investing landscape and with guiding client conversations in this area
Strong analytical and communication (oral and written) skills, including tender writing and pitch presentation experience.
Record of academic and professional achievement
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Excellent interpersonal skills and ability to build and foster a strong network of relationships
Creative approach to problem solving and developing innovative solutions for clients
Self-motivated and able to work in an autonomous, yet collaborative environment
Demonstrated interest in financial, economic and global capital markets
Strong client focus, business development and relationship management skills
Commitment to excellence and a high level of integrity
Knowledge and experience of the forthcoming EU ESG regulations and EU Sustainable Finance Taxonomy is desirable, but not required.

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Delivery Director (Payments)

The Muse

London, London
5 days ago
London, London
5 days ago

The role will be to oversee management and EPAM clients relationships. The Delivery Director will be accountable for the overall project delivery, client satisfaction and management of expectations while ensuring that the work is on strategy, on time and within budget. You will be working alongside a globally renowned and award-wining Design, development and technology teams who are passionate about what they do and how they do it. To play a key role building strong business / technology relationships, taking a hands on approach to define and deliver Embodying and driving a culture of continuous improvement.

Responsibilities

Ensure all project deliverables are clearly defined & tracked to completion
Bringing together the individual components of each project into a single picture with the Business & IT
Ensure the optimal delivery management tools are in place & populated with Ensure clear ownership of all project goals & deliverables high quality data
Work closely with client IT & Business to ensure a fully connected delivery view with EPAM
Ensure consistent weekly planning / reporting cycle including clear reporting of progress towards vision & goals, deliverables & features, issues, risk & resource allocation across the engagement
Hands on management of key workstreams
Setup and chair engagement governance
Identify and remove key dependencies
Delivery management covering the full project initiation and life cycle: lead management, qualification for the bid/financing, staffing, client management, delivery and execution governance
Running multiple delivery streams and clients, to ensure governance at top management level
Oversee delivery from financial, sourcing, development and business perspectives
Suggest innovative solutions to business problems/processes that leverage technology to provide marketing differentiation, efficiency improvements, and better user experiences
Investigate complex issues of production delivery, run the root cause analysis, establish a solution and push it through required steps necessary in order to deliver
Driving integrated teams to deliver solid technology solutions in support of key client initiatives
Co-ordinate the preparation of customer proposals and statements of work
Participates in new business development and discovery led projects
Manage customer expectations and relationship. Manage high-level client relationships, looking for opportunities to up/ cross-sell products and services through relationship management
Work closely with multi-disciplined teams of product owners, architects, engineers and quality assurance to drive estimates, delivery plans and retrospectives. Identify and manage engagement risks and flag major issues early
Mentoring of peers, including making sure that the offshore and onsite project team undertakes their duties effectively; ability to see the big picture and not micro-manage

Requirements
Proven track record in financial services with strong grasp of the payments eco system, in particular PSD2 regulations and open banking
Proven experience of managing delivery of an organization of 40-100 FTE and or high business impact engagements of a similar size
Proven experience working with large financial service organisation
Knowledge of either full asset class f2b flow, market/credit risk, wealth management, asset management, or global finance system for investment bank
Ability to apply a mix of business knowledge and delivery practices to projects to achieve the best results
Knowledge and ability to assess and propose a variety of methodology, process and technology on accounts
Proven experience working in consulting or outsourcing account/delivery management
Requires the ability to establish solid working relationships with clients, plus the ability to work effectively as a virtual member of a dynamic, dispersed team and to meet deadlines
Strong DM who can bring people together (internal/external stakeholders) and foster a sense of team
Good understanding of Jira and preferably experience of using this
Strong experience working with distributed teams on client side
Excellent communication, presentation, and planning skills are necessary, experience with working with nearshore teams preferable
Expected to have exceptional organization, leadership and stakeholder management skills
Minimum of a Bachelors degree, MBA or equivalent business experience preferred
Self-motivated, multitasking, reliable to deliver on time, a quick-thinker, be able to work in a fast-paced work environment
We offer
We offer a range of benefits including
A competitive group pension plan, life assurance and income protection
Private medical insurance, private dental care and critical illness cover
Cycle scheme Tech scheme and season ticket loan
Employee assistance program
Various perks such as Gym discount, Friday lunch, on-site massage and regular social events
Unlimited access to LinkedIn learning solutions
Some of these benefits may be available only after you have passed your probationary period

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Finance Director

Clear Junction

London, London
5 days ago
London, London
5 days ago

We now have an exciting opportunity for a Finance Director to join our executive team in London. This is a key role to oversee all financial accounting and reporting as well as drive the company’s financial strategy and planning. You will be responsible for assessing the financial performance of the company as well as possible risks and investments.

What You Will Do

Drive the financial planning of the company by analysing its performance and risks
Retain constant awareness of the company’s financial position and act to prevent potential problems
Conduct analysis to bring forecasts and insight to the executive team
Develop and put in place a fundraising strategy
Improve automation of finance IT platform
Key contributor to the creation of organisation-wide KPIs
Oversee all audit and internal control operation
Responsibility for liquidity and capital management
Maintain relationships with banks/providers
Develop the corporate fundraising strategy and manage relationships with partners and investors
Prepare timely and detailed reports on financial performance on a quarterly and annual basis
Ensure adherence to financial laws and guidelines, be responsible for relations with regulatory bodies

Requirements

Essential

Proven experience (3+ years) as Finance Director or similar role within financial services/banking industry
In-depth knowledge of corporate finance and accounting principles, laws and best practices
Solid knowledge of financial analysis and forecasting
Proficient in the use of financial management software
An analytical mind with a strategic ability
Excellent organizational and leadership skills
Outstanding communication and interpersonal abilities
BSc/BA in accounting, finance or relevant field; MSc/MA is a plus

Desirable

Experience in the FinTech industry
Understanding of FCA regulations
ACCA / CIMA or similar certification

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Commercial Manager

Peabody

London, London
1 day ago
London, London
£55k - £65k Per Year
1 day ago
£55k - £65k Per Year

We have a fantastic opportunity for a Commercial Manager to join our team based in Waterloo, London. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary of £55,000 - £65,000 per annum.

About the Commercial Manager role:

Reporting to the Head of Commercial, the role will be varied, challenging and rewarding. An area of focus will be on programmed works and providing commercial support to the operational teams in terms of budgeting, project procurement and planning and delivery within timeframes and budgets.

Responsibilities of our Commercial Manager include:

- Effectively and proactively leading, managing and motivating a team of quantity surveyors with different skill levels

- Recruiting, managing and appraising employees thereby ensuring the provision of an effective, efficient and well-motivated team

- Establishing and implementing effective working arrangements and practices to ensure a consistent level of service delivery in line with the Peabody business plan

- Monitoring and reviewing the internal and external environment to ensure compliance and best practice are adhered to

- Monitoring targets/budgets and ensuring these are in line with the Peabody business plan, reporting and flagging where variances occur

- Ensuring the provision of excellent customer service and experience to all stakeholders in order to maximise customer satisfaction

- Externally representing and promoting Peabody effectively by creating a consistent, professional and positive image

- Managing a capital spend review process and overlooking the production of monthly auditable cash flows and reports

- Assisting with the management of programmes including tendering, S20

- Holding regular meetings with contractors to carry our CVR analysis and reconciling valuations

- Supporting the Head of Commercial in delivering the groups' efficiency strategy

- Collaborating with Heads of Service and Contractors to seek efficiency improvements

- Helping to resolve contractor disputes and claims and assisting with spend recovery where appropriate

- Monitoring historic operational and commercial WIP on a regular basis

- Ensuring works are being delivered under contract terms and flag any overclaims or costs claimed that are out of scope

- Ensuring contract parameters are reviewed and adhered to on a regular basis

What we’re looking for in our Commercial Manager:

- MRICS or FRICS (Quantity Surveying and Construction Professional Group) or working towards one of these with significant senior management experience

- CIMA part or fully qualified with significant experience in cost modelling

- Project management qualification desirable, e.g. Prince2

- The ability to work independently, proactively and with good judgement

- Proven team management and team member development skills

- Excellent interpersonal and clear communication skills, both oral and written

- Strong attention to detail and ability to work on a variety of tasks simultaneously and meet tight deadlines and targets

- Excellent knowledge of commercial processes

- Demonstrable experience of working with various procurement methods and excellent contractual knowledge

- Strong knowledge of statistics and statistical analysis and experience of structuring and managing financial and statistical reporting

- Experience of solving and dealing with complex contractual matters and negotiating favourable outcomes

- The ability to produce and present complex reports, both in visual and written formats

- A high level of numeracy skills and advanced ability in the use of relevant computer systems and software, particularly in Excel and repairs and investment management reports

- Sound organisational skills with the ability to prioritise tasks within a demanding and changing environment
- Good knowledge of mechanical and electrical work streams and associated contracts and commercial processes (desirable)

Closing date: 11th March 2021, 5pm

If you feel have the skills and experience to become our Commercial Manager, please click ‘apply’ now to be directed to our careers page and complete your application. Please monitor your emails also during this time.

We encourage applications from all backgrounds, communities and industries, and are committed to having a team that is made up of diverse skills, experiences and abilities. We actively encourage BAME, LGBTQ+ and disabled applicants and value the positive impact that difference has on our teams. We are committed to equality and diversity within our workforce and all opportunities provided by The Peabody Group.

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Deputy Finance Manager

National Health Service

Royal Brompton Hospital London SW3 6NP, London
3 days ago
Royal Brompton Hospital London SW3 6NP, London
£45.78k - £51.393k Per Year
3 days ago
£45.78k - £51.393k Per Year

Job Reference: 312-RB-0660

Employer:
Royal Brompton and Harefield NHS Foundation Trust
Department:
Finance
Location:
Royal Brompton Hospital London SW3 6NP
Salary:
£45,780 - £51,393

On 1st February 2021 the Royal Brompton and Harefield Hospitals became part of Guy’s and St Thomas’ NHS Foundation Trust – a truly once-in a generation development. Together, we are taking our first steps towards our vision of creating a brand-new centre of excellence, which will be the global leader in the research into and treatment of heart and lung disease in patients from pre-birth to old age. We are developing some exciting plans and we want you to join us – so come and help to change the shape of healthcare for our heart and lung patients world-wide.


Royal Brompton Hospital
Financial Management
Deputy Finance Manager – Private Patients
Band 7
£45,780 - £51,393
Full-time
Permanent

On 1st February 2021 the Royal Brompton and Harefield Hospitals became part of Guy’s and St Thomas’ NHS Foundation Trust – a truly once-in a generation development. Together, we are taking our first steps towards our vision of creating a brand-new centre of excellence, which will be the global leader in the research into and treatment of heart and lung disease in patients from pre-birth to old age. We are developing some exciting plans and we want you to join us – so come and help to change the shape of healthcare for our heart and lung patients world-wide.

Within our hospitals and the private patients’ directorate, we carry out some of the most complicated lung and heart surgery and treatment in the world. We receive complex cases sent from consultants all around the UK and internationally as we can provide them with the innovative treatments that could not be performed successfully in many other hospitals elsewhere. We often treat heads of state, royalty, and people of influence from throughout the UK and internationally. Our Private patient revenue has seen a significant growth in the last two years and exciting new developments are currently underway.

We are looking for a highly motivated, enthusiastic professional to join our management accounts team in a challenging role supporting the Private Patients Directorate. This post requires experience in a management accounting environment and for the candidate to be actively studying for a CCAB or CIMA qualification. It is essential for the post holder to demonstrate strong commercial awareness, communication, team working, organisational and IT skills.

Reporting to the Finance manager for Private Patients Directorate, the post holder will be responsible for the accurate delivery of financial reporting to a tight monthly deadline. The post holder will also have key duties around finance aspects of PP customer agreements. They will also be involved in business planning, costing and budget setting and will need to support senior colleagues within Private Patients with ad-hoc queries as required.

The post is based at the Royal Brompton Hospital in Chelsea, but regular travel to Harefield and Wimpole Street will be required.

Should you require any further information regarding this post please contactSiddek Ahmed via email on s.ahmed3@rbht.nhs.ukor telephone on 0207 352 8121 ext. 8874 or 0330 128 8874

Closing Date: 13th March 2020

Due to the popularity of some positions, we reserve the right to close the vacancies early on receipt of sufficient applicants.



Staff benefits include: subsidised childcare facilities, occupational pension scheme, personal development and training opportunities, flexible working and subsidised accommodation is available on both sites.
To ensure that our workforce is representative of the population we serve, we welcome applications from all sections of the community.

Royal Brompton and Harefield Hospitals have a duty to safeguard all patients and provide additional measures for patients who are less able to protect themselves from harm or abuse. All staff have a responsibility to safeguard and promote the welfare of ALL adults, children and young people in the Trust. This including patients, visitors and those using our facilities. Safeguarding means protecting people's health, wellbeing and human rights, and enabling them to live free from harm, abuse and neglect and is fundamental to high-quality health.

Due to the popularity of some positions, we reserve the right to close the vacancies early on receipt of sufficient applicants.
In an effort to reduce our carbon footprint all correspondence regarding this vacancy will be by electronic means i.e. email or text message please ensure you check your emails regularly.
Please be aware that messages may go into your junk/spam mail folders.

You are providing your personal information to the Royal Brompton & Harefield Hospitals, part of Guy’s and St Thomas’ NHS Foundation Trust, for the purposes of staff administration; administration of membership records (Foundation Trust Membership); crime prevention & prosecution of offenders; National Fraud initiative and occupational health purposes and by applying for this post you hereby consent to the Trust processing of your personal data as outlined above.

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Goldman Sachs, CIMD, Private Wealth Management, Managed Strategies, Vice President, London

Goldman Sachs

London, London
29 days ago
London, London
29 days ago

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

 

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

 

At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally.  From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office.


PWM

 

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

 

 

 JOB SUMMARY & RESPONSIBILITIES

 

YOUR IMPACT

 

The Managed Strategies team within Consumer and Wealth Management ("CWM") is responsible for discretionary investment solutions using options, derivatives and structured investments for PWM clients. The team provides clients with unique discretionary strategy investment opportunities and manages $30bn of asset globally.

 

The team is currently seeking a Vice President to work as a member of the Portfolio Management team. The role will be aligned to the discretionary option overlay business working closely with the rest of the team to manage and trade option based strategies. The candidate will also be involved in the ongoing development of the team's offering and in technological projects. They will be liaising with technology teams, compliance, legal and other stakeholders to appropriately specify requirements for the team on a go forward basis. 

 

OUR IMPACT

 

The Managed Strategies team partners with Private Wealth Advisors and clients to identify investment objectives and implement differentiated equity strategies in order to tailor portfolios to meet both strategic and tactical goals, while maintaining a key risk management focus. The team specializes on 2 key platforms – an option writing strategy, GOAS (Goldman Option Advisory Service) as well as a structured index investment platform, Beta+. The team also creates customized options overlay solutions to meet clients' risk/return goals and investment objectives.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Actively managing option portfolios alongside senior portfolio managers and traders
  • Executing and booking option trades across different markets: OTC, listed, Index and Single Stock
  • Daily review of option positions and discussion of trade ideas
  • Manage relationships with internal teams (compliance, legal, operations, technology, sales) as well as external broker-dealers
  • Communicating updates of ongoing strategies/recommendations
  • Working on wide-ranging projects such as developing new strategies to increase the discretionary offering or streamlining processes and improving the technological infrastructure

 

QUALIFICATIONS

 

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • 5 years+ of capital markets experience; equity derivatives and risk management background
  • Strong understanding of options and financial markets knowledge
  • Excellent Excel skills, preferably with VBA programing
  • Strong interpersonal and communication skills
  • Attention to detail and organizational skills
  • Motivated team player who can contribute in a cohesive team environment
  • Independent thinker who is logical and analytical

 

 

 


CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)
The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

 

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html


© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Internal Audit, Investment Management - Manager

Morgan Stanley

London
9 days ago
London
9 days ago
Internal Audit, Investment Management - Manager
 

Job Number:

  3165984

Posting Date

:  Feb 19, 2021

Primary Location

:  Europe, Middle East, Africa-United Kingdom-United Kingdom-London

Job

:  Audit
Employment Type:  Full Time
Job Level:  Manager
 

Description

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.
Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Morgan Stanley's Internal Audit Department reports to the Firm's Board Audit Committee and comprises business, technology and risk auditors. Our mission is to be recognized as a strong and high performing audit function that is viewed as a trusted authority and advisor to the Board, Firm management and industry regulators in assessing and strengthening the Firm's control environment. Internal Audit provides independent assurance on the quality and effectiveness of Morgan Stanley’s internal control, risk management and governance systems and processes.
Business and Risk auditors focus on understanding the risks that the businesses face and the controls to mitigate those risks. Technology auditors focus on the application controls supporting business processes. Both groups are responsible for understanding, analysing and testing the controls to protect the franchise.

Team Profile

Morgan Stanley EMEA Investment Management Audit team is part of the Morgan Stanley Internal Audit Department and provides internal audit coverage of EMEA Investment Management activities as well as supporting global activities and services. The Investment Management Audit team is responsible for assessing the adequacy of the control environment across the various financial products and services.

Primary Responsibilities

Morgan Stanley is seeking an auditor for its Investment Management (IM) audit team in London covering Global Investment Management audits. You will be part of a diverse and global team and will be key in contributing to the timely completion of the Global IM audit plan.
The successful candidate will be responsible for providing audit coverage of IM including portfolio management, trading, and Investment Advisor regulation. The candidate should have a strong understanding of asset management products (mutual funds, private funds, hedge funds, and separately managed accounts), portfolio management processes, and regulatory requirements. The candidate should be knowledgeable regarding internal audit concepts and practices. The Internal Auditor will be involved in the development, planning and performance of internal audits. Additionally, the candidate should have strong time management, organizational, and communication skills. 

Reporting to the EMEA Audit Coverage Manager (ACM), key responsibilities include but is not limited to;

- Performing risk assessments for key Investment Management entities to drive risk based audit plan.
- Conduct audits projects in line with methodology, policies, and standards including scope determination, documentation of walkthroughs and flow charts for key processes, development and execution of test procedures for key controls, discussion and documentation of issues, and report writing.
- Assisting the Auditor-In-Charge (AIC) in the preparation of key audit artefacts including the Audit Scoping Memorandum, Risk Control Matrix and Audit Report;
-  Execute audit activities to agreed budgets and timelines
- Work with auditors within the team and around the globe on multi-region audits to ensure timely and effective completion;
-  Appropriately assessing potential findings for significance;
- Communicating audit findings to the AIC, ACM, and client management and assisting with negotiating finalization of issues with senior client management;
- Perform issue validation of the issues raised as part of audits or Continuous Monitoring.
- Develop solid working relationship with clients through Continuous Monitoring and stakeholder relationship management.

 

Qualifications

Qualifications 

Essential skills and experience
- Understanding and experience of the internal audit process including risk assessments, planning, scheduling, reporting, and continuous auditing, preferably in Investment Management;
- Understanding of key financial industry regulations;
- Understanding of investment management principles and products;
- Analytical skills with ability to process information quickly and assess risks and controls.
- Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client focused approach;
- Good verbal and written communication skills, with ability to present issues to senior management;
- English language skills (speaking, reading and writing at advanced level).
Desirable skills and experience

- Prior internal audit related experience, preferably covering Investment Management
- Bachelor degree or equivalent
- The ability to contribute and create new initiatives and be responsive to change;
- Relevant professional qualifications;
- Other European language skills.
- Self-motivated with a strong sense of ownership and accountability;

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Given the continued spread of COVID-19 (coronavirus),  all interviews will be conducted by phone or virtual connection to protect our candidates and employees. 

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CIMD, Private Wealth Management, Institutional Client Solutions - Charities and Non-Profits, Vice President, London

Goldman Sachs

London, London
30+ days ago
London, London
30+ days ago

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)

The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

 

PWM

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond


At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally.  From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office.

 

Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets and the desire to be a trusted advisor to charity and non-profit clients? We are looking for professionals with strong interpersonal skills who have the ability to thrive in an environment where knowledge of the sector, a passion for sustainable investment and a commitment to exceptional client service are essential to building a successful business.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Leverage your unique background and experiences to build a charity and non-profit business within Goldman Sachs
  • Work with a team to source and develop new business opportunities, as well as to support existing client relationships
  • The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team.
  • Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries.
  • Enhance your investment acumen through creating asset allocation strategies and portfolio implementation recommendations to clients.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Experience sourcing, advising and managing charity and non-profit clients
  • Knowledge of the ESG and impact investing landscape and with guiding client conversations in this area
  • Strong analytical and communication (oral and written) skills, including tender writing and pitch presentation experience.
  • Record of academic and professional achievement
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Demonstrated interest in financial, economic and global capital markets
  • Strong client focus, business development and relationship management skills
  • Commitment to excellence and a high level of integrity
  • Knowledge and experience of the forthcoming EU ESG regulations and EU Sustainable Finance Taxonomy is desirable, but not required.

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html


© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Deputy Head of Financial Management

National Health Service

Darent Valley Hospital, Southern
5 days ago
Darent Valley Hospital, Southern
5 days ago

Job Reference: 252-2986278

Employer:
Dartford and Gravesham NHS Trust
Department:
Financial Management
Location:
Darent Valley Hospital, Dartford
Salary:
per annum

Deputy Head of Financial Management

Pay Band 8b

37.5 hours

An exciting opportunity has arisen for a Deputy Head of Financial Management to join the Financial Management Team of Dartford & Gravesham NHS Trust.

As part of the Financial Management Team, you will provide key financial support to Clinical or Corporate Areas. You will play a pivotal role in the delivery of the Trust’s financial plan and Cost Improvement Programme.

You will be a qualified Accountant with at least two year post qualification experience or qualified by experience. Ideally you will possess previous NHS experience as well as possessing a desire to work within a progressive and forward looking organisation.

The ability to interpret complex financial concepts and information to non-financial managers is essential, as is the ability to demonstrate initiative. Excellent IT skills (Including Microsoft Excel) and communication skills are also crucial.

Entry point on the salary range and progression will depend on experience and knowledge.

Informal enquiries are welcomed by contacting James Bottle, Assistant Director of Finance (Financial Management) on 01322 428100 Ext.4911 or e-mail james.bottle1@nhs.net

The Trust has a strong commitment to equality and diversity. We aim to employ a representative workforce that reflects the communities we serve. 'Positive action' initiatives can be used whenever an under-represented group is identified. As our workforce is currently under-represented in bands 6, 7 and 8, we encourage applications from people with black or minority ethnic backgrounds.

Working days and or shift patterns will be agreed by the line manager to meet the needs of the service.



Our staff are our most valuable asset. We are committed to making staff feel appreciated, supported and included in the Trust’s successes. Our mission is to be an outstanding place to work providing the very best care for our patients and excellent career opportunities for our staff. Everything we do is guided by our core values and behaviours, identified by our staff and embedded throughout the organisation.

We have the highest CQC rating of all Acute NHS Trusts in Kent and Medway (Good). The CQC highlighted that managers promoted a positive culture that supported, valued staff and created a sense of common purpose based upon shared values.

The Trust is a great place to work, stay, develop a career and enjoy a healthy work life balance. We have made and are delivering on a wide range of commitments to staff; health and wellbeing; equality; diversity and inclusion; access to education and career development. During 2020 we are setting up quality councils, driven by our staff to create a culture of shared governance and quality improvement.

We have a strong focus on innovation and improvement. Part of Guy’s and St Thomas’ (GSTT) ‘Healthcare Alliance’ we are introducing new models of care to improve clinical outcomes for patients. Our association with GSTT also gives staff wishing to develop their skills excellent opportunities to work across numerous specialities.

As our local population increases, our services and skills are expanding and adapting to meet demand. We are continuously looking at best practice models to enhance and improve the services we offer.

The Trust provides services at Darent Valley Hospital and Queen Mary’s Hospital, for a local population of over 500,000 people.

If you would like to be part of our innovative and forward thinking team putting patients at the centre of all we do, we invite you to #joinourfamily.

G
G

Asset Management – Institutional Oversight – Analyst – London

Goldman Sachs

London, London
30 days ago
London, London
30 days ago

OPERATIONS

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.


GSAM has become one of the pre-eminent investment management organizations globally, with responsibility for over (USD)1.15tn in assets under supervision. Critical to the success of GSAM is our ability to leverage a global team of talented professionals in order to define solutions and lead change across the operational infrastructure. GSAM Operations is part of the Federation division of Goldman Sachs and comprises of ~500 professionals based in 5 centers across the globe. It consists of three broad functional areas, Client Management, Trade Management, and Position and Data Control, all of which work in a dynamic environment where control, client service and excellence in execution are fundamental principles.
OUR IMPACT
Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. The Client Middle Office (CMO) team sits within Client Management and has primary responsibility for all aspects of portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives.
The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.
HOW YOU WILL FULFILL YOUR POTENTIAL
• Holistic ownership and understanding of client accounts from a GSAM Operations perspective by coordinating client issues across all operations teams and business partners, and act as a single point of contact for GSAM Operations
• Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process
• Daily cash forecasting in multi-currency portfolios to include overdraft monitoring and fund liquidity reporting
• Trading desk support to include ad-hoc queries as well as ongoing business initiatives
• Liaise with client relationship team and client implementation team to qualify new business, implement account events, and ensure the adequacy of account structures and surveillance
• Pro-actively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
• Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
• Provide governance and transparency for client collections by overseeing open receivables process and coordinating with Distribution Teams
• Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture
• Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency, budgeting and cost allocation to various revenue producing desks
Skills:
• 1-3 years of professional experience
• Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
• Bachelor's degree required
• Be highly collaborative, team-oriented and strong consensus builder
• Demonstrate strong communication and interpersonal skills both written and oral
• Previous experience in Operations and/or Financial Services industry
• Demonstrate ability to partner across product groups, regions and functional responsibilities
• Be a strategic thinker, possesses strong facilitation and data gathering skills
• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
• Risk management focus


ABOUT GOLDMAN SACHS


At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html


© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Posted

1 day ago

Description

HOW YOU WILL FULFILL YOUR POTENTIAL

Leverage your unique background and experiences to build a charity and non-profit business within Goldman Sachs
Work with a team to source and develop new business opportunities, as well as to support existing client relationships
The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team.
Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries.
Enhance your investment acumen through creating asset allocation strategies and portfolio implementation recommendations to clients.

SKILLS & EXPERIENCE WERE LOOKING FOR

Experience sourcing, advising and managing charity and non-profit clients
Knowledge of the ESG and impact investing landscape and with guiding client conversations in this area
Strong analytical and communication (oral and written) skills, including tender writing and pitch presentation experience.
Record of academic and professional achievement
Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
Excellent interpersonal skills and ability to build and foster a strong network of relationships
Creative approach to problem solving and developing innovative solutions for clients
Self-motivated and able to work in an autonomous, yet collaborative environment
Demonstrated interest in financial, economic and global capital markets
Strong client focus, business development and relationship management skills
Commitment to excellence and a high level of integrity
Knowledge and experience of the forthcoming EU ESG regulations and EU Sustainable Finance Taxonomy is desirable, but not required.