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4 Days AgoSaved
In-Office
Melbourne, Victoria, AUS
Entry level
Entry level
Financial Services
Provides front- and back-of-house reception, visitor and call management, office administration, facilities coordination, vendor liaison, supply management, new-starter setup, and onsite conference and event support for a Melbourne investment-firm office.
6 Days AgoSaved
Hybrid
2 Locations
Expert/Leader
Expert/Leader
Financial Services
Develops institutional investor relationships within an assigned territory, identifies sales opportunities, leads technical investment discussions, and coordinates sales, marketing, investment management, and client service teams. Advises sophisticated institutional clients, including defined contribution, defined benefit, endowment, and foundation organizations, while communicating the firm's investment philosophy and delivering high-quality client service.
7 Days AgoSaved
Hybrid
London, Greater London, England, GBR
Entry level
Entry level
Financial Services
Supports daily portfolio management through corporate action analysis, securities monitoring, fund oversight, portfolio reporting, and market analysis. Coordinates with portfolio managers, traders, operations, global offices, and custodians. The role also contributes to process improvements, special projects, data requests, and portfolio or index analysis, with opportunities for development toward portfolio management.
Top Skills: PythonSQLVBA
Reposted 10 Days AgoSaved
Hybrid
Charlotte, NC, USA
Junior
Junior
Financial Services
Supports financial institution and insurance client relationships through outbound sales calls, client service, prospecting, CRM management, reporting, performance materials, and fund-related content. The role partners with internal wholesalers, Regional Directors, and Marketing while developing expertise in investment solutions and insurance distribution. Some travel may be expected.
Top Skills: Crm SoftwareExcelMicrosoft WordReporting Tools
13 Days AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Financial Services
Supports CRM and sales technology products by gathering requirements, translating business needs into scalable solutions, coordinating projects and workstreams, maintaining data quality, analyzing large datasets, supporting users, documenting processes, and contributing to product roadmaps and prioritization.
Top Skills: AgileCRMExcelJIRAMicrosoft DynamicsSnowflake
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17 Days AgoSaved
Hybrid
London, Greater London, England, GBR
Senior level
Senior level
Financial Services
Manages portfolio management projects, investment strategy and process changes, account launches and transitions, and technology improvements. Coordinates with global operations, technology, and portfolio management teams to prioritize initiatives, resolve barriers, manage operational risks, document processes, and deliver projects from inception through completion. Builds cross-functional relationships, communicates complex processes, and identifies opportunities for continuous improvement within investment management operations.
Top Skills: Atlassian ProductsConfluenceJIRA
18 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Financial Services
Supports Regional Directors in developing business opportunities and servicing Australian financial institution clients. Responsibilities include explaining investment principles, educating advisors, coordinating complex client responses, mentoring associates, conducting portfolio analyses, presenting findings, delivering investment webinars, and building client relationships. The role requires strong financial services experience, analytical and communication skills, and travel with Regional Directors.
Top Skills: AccessExcel
Senior level
Financial Services
Supports institutional client relationship management, business development, retention, and sales activities. Responsibilities include presenting investment strategies, conducting industry research, addressing client inquiries, identifying opportunities, coordinating client requests, preparing educational presentations, and mentoring associates. The role partners with sales, consultant, marketing, portfolio management, and analytics teams while developing relationships with institutional investors and intermediaries.
20 Days AgoSaved
In-Office
Austin, TX, USA
Internship
Internship
Financial Services
Nine-week technology internship for undergraduate or specialized master’s students. Interns receive engineering mentorship, participate in Agile projects, develop creative technical solutions, and own a project that delivers business value. Responsibilities include presenting project outcomes to stakeholders and gaining exposure to financial services technology. Candidates should have application development, automated testing, version control, and familiarity with DevOps, databases, server infrastructure, or cybersecurity.
Top Skills: AgileAutomated TestingCybersecurityDatabase PlatformsDevOpsLinuxServer InfrastructureVersion ControlWindows
25 Days AgoSaved
Hybrid
2 Locations
Entry level
Entry level
Financial Services
Supports daily equity portfolio management through cash forecasting, credit lines, currency hedges, corporate event analysis, and portfolio monitoring. Prepares data for client and executive presentations, handles ad hoc requests, collaborates across departments, and executes projects that improve operational efficiency and portfolio outcomes. The role includes analyst development and progression toward portfolio management leadership.
Top Skills: ExcelSQLVBA
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