Platform Business Management Lead Analyst 1 London, United Kingdom Job Description The Platform Business Management team plays a pivotal role in the smooth operation of the Global Operating Platform while simultaneously challenging the function to ensure operational excellence. This role, based at 1 London Wall, London and part of a global team, integrates strategy execution, risk management, stakeholder reporting, supplier governance and financial and headcount analysis. You will also support the business in implementing robust policies and practices, ensuring stringent governance, and enabling teams to operate effectively. Additionally, you will help ensure global consistency across Platform and Group-wide processes. Acting as the central point for all people-related matters at Schroders Campus, you will drive cultural development within the Global Operating Platform and advance our Inclusion & Diversity aspirations. The role will require significant interaction with other departments, including Compliance, Audit, Operational Risk, People & Culture, and Finance, to co-ordinate the necessary outputs for each stakeholder. About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly. What you'll do Support the wider Global Operating Platform with the aim of centralising administrative governance processes, co-ordinating other operational functions which retain ownership of their data and processes. Interact with various departments across Schroders, building key connections with People & Culture, Audit, Compliance, Finance, Operational Risk, and other Platform colleagues. Serve as the primary point of contact between the hub and London and Singapore teams, ensuring effective communication and collaboration to facilitate seamless operations and enhance teamwork. Work with key stakeholders in the hub to build strong relationships, address concerns, and ensure alignment with project goals and organisational objectives. Support the Operational Risk and Control process, including the ongoing maintenance of the Risk and Controls Framework. This involves coordinating risk assessment completion and monitoring risk events and issues. Help monitor Business Process Standards across the Global Operating Platform, ensuring Operating Model Principles and standards are being adhered to within the Operational hub. Support the Operational hub in monitoring budgets, preparing financial forecasts, and managing the purchase order process, including monitoring pipeline reports and investigating costs. Support the Academy programme by engaging in activities such as facilitating training sessions, offering mentorship to participants, and contributing to curriculum development to enhance the learning experience. Handle complex issues through to completion, working closely with stakeholders across the business as necessary. Support the Supplier Governance process by working closely with Procurement and Supplier and Service owners to ensure adherence to Procurement policy Create and maintain a globally consistent inventory of controls and procedures to ensure clarity and compliance across the organisation. The knowledge, experience and qualifications you need Capable of independently executing processes, with accountability for specific outcomes while continuously evaluating and enhancing current practices. Demonstrates sound judgment in the assessment and management of risks. Develops and supports preventive measures to enhance the control framework. Effectively manages time, prioritising tasks and delegating responsibilities as needed. Receptive to feedback and change, actively challenges the status quo, and seeks opportunities for personal and team improvement. An excellent communicator with solid interpersonal skills. A strong team player, adept at cultivating and maintaining productive relationships with global internal departments and external partners. Experienced in providing guidance and support to junior staff members. Previous experience in business management or asset management. Natural aptitude for root cause analysis. Excellent communication skills, enabling effective engagement with individuals at all levels. Ability to build effective relationships and maintain engagement with stakeholders. Strong interpersonal and written skills. Proficient in business data analysis, with advanced skills in Excel. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Jul 11, 2026
Full time
Platform Business Management Lead Analyst 1 London, United Kingdom Job Description The Platform Business Management team plays a pivotal role in the smooth operation of the Global Operating Platform while simultaneously challenging the function to ensure operational excellence. This role, based at 1 London Wall, London and part of a global team, integrates strategy execution, risk management, stakeholder reporting, supplier governance and financial and headcount analysis. You will also support the business in implementing robust policies and practices, ensuring stringent governance, and enabling teams to operate effectively. Additionally, you will help ensure global consistency across Platform and Group-wide processes. Acting as the central point for all people-related matters at Schroders Campus, you will drive cultural development within the Global Operating Platform and advance our Inclusion & Diversity aspirations. The role will require significant interaction with other departments, including Compliance, Audit, Operational Risk, People & Culture, and Finance, to co-ordinate the necessary outputs for each stakeholder. About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly. What you'll do Support the wider Global Operating Platform with the aim of centralising administrative governance processes, co-ordinating other operational functions which retain ownership of their data and processes. Interact with various departments across Schroders, building key connections with People & Culture, Audit, Compliance, Finance, Operational Risk, and other Platform colleagues. Serve as the primary point of contact between the hub and London and Singapore teams, ensuring effective communication and collaboration to facilitate seamless operations and enhance teamwork. Work with key stakeholders in the hub to build strong relationships, address concerns, and ensure alignment with project goals and organisational objectives. Support the Operational Risk and Control process, including the ongoing maintenance of the Risk and Controls Framework. This involves coordinating risk assessment completion and monitoring risk events and issues. Help monitor Business Process Standards across the Global Operating Platform, ensuring Operating Model Principles and standards are being adhered to within the Operational hub. Support the Operational hub in monitoring budgets, preparing financial forecasts, and managing the purchase order process, including monitoring pipeline reports and investigating costs. Support the Academy programme by engaging in activities such as facilitating training sessions, offering mentorship to participants, and contributing to curriculum development to enhance the learning experience. Handle complex issues through to completion, working closely with stakeholders across the business as necessary. Support the Supplier Governance process by working closely with Procurement and Supplier and Service owners to ensure adherence to Procurement policy Create and maintain a globally consistent inventory of controls and procedures to ensure clarity and compliance across the organisation. The knowledge, experience and qualifications you need Capable of independently executing processes, with accountability for specific outcomes while continuously evaluating and enhancing current practices. Demonstrates sound judgment in the assessment and management of risks. Develops and supports preventive measures to enhance the control framework. Effectively manages time, prioritising tasks and delegating responsibilities as needed. Receptive to feedback and change, actively challenges the status quo, and seeks opportunities for personal and team improvement. An excellent communicator with solid interpersonal skills. A strong team player, adept at cultivating and maintaining productive relationships with global internal departments and external partners. Experienced in providing guidance and support to junior staff members. Previous experience in business management or asset management. Natural aptitude for root cause analysis. Excellent communication skills, enabling effective engagement with individuals at all levels. Ability to build effective relationships and maintain engagement with stakeholders. Strong interpersonal and written skills. Proficient in business data analysis, with advanced skills in Excel. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We are looking for a Lead Analyst 2 to join our Tax team to lead the accurate and timely production of tax reporting for different business entities and play a part in tax related projects and groups. You will be a tax reporting subject matter expert, assisting the team manager with responsibility for a variety of Tax client and regulatory reporting activities, ensuring these are carried out efficiently and to a high professional standard. As a Lead Analyst, you will have some previous relevant working experience, enabling you to assist with the oversight of the work of the team. As a Lead Analyst you will be able to handle the most complex issues throughout their lifecycle working with our Front Office, IT and Operations colleagues. You will also be responsible for procedures, managing risk and maintaining a close collaboration with the different business partners to optimise the workflows. You will thrive in a fast paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation. What you'll do Support the manager with day-to-day management and prioritisation for the team and assisting with 1:1 check-ins where appropriate. Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, German and Swiss Tax Statements (working with IT department and our third party vendor). Assist with Qualified Intermediary (QI) Reporting for all 4 Companies (Switzerland, Guernsey, Singapore, UK). Process CRS and FATCA reporting. Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes. Respond to client enquiries and act as a first point of contact for queries from other Wealth Management teams. Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians. Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts. Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk. Work with team to continually challenge legacy processes to ensure they are still fit for purpose. Attend internal/external meetings as required. Assist with the implementation of new tax rules. Work through high volumes, assist the manager to prioritise, and manage workload according to risk or deadlines. Contribute to department and Company initiatives and projects. Champion the need to deliver positive change and continual improvement for the business, drawing ideas from the team (and others) save time and cost, reduce risk and improve service quality. Benefits At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get all the benefits of being part of a world leading FTSE 100 company. But you'll also get the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham. The knowledge, experience and qualifications you need Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies. Strong aptitudes for numeracy and attention to detail in a fast paced office environment. Good at analysing and solving problem with a strong appreciation of operational risk. Pro active and effective in managing your own time with ability to prioritise tasks appropriately. Open to feedback, receptive to change, challenges status quo and continually looks out for team and self improvement opportunities. Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible. Strong organisational and planning skills. A strong team player able to develop and manage strong working relationships with global internal departments and external counterparties. Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio economic background or any other protected characteristics. Job Info Job Identification: 1471 Job Category: Operations Posting Date: 05/07/2026, 03:49 PM Job Schedule: Full time Location: Langhurstwood Road, Horsham, West Sussex , RH12 4QP, GB
Jul 05, 2026
Full time
We are looking for a Lead Analyst 2 to join our Tax team to lead the accurate and timely production of tax reporting for different business entities and play a part in tax related projects and groups. You will be a tax reporting subject matter expert, assisting the team manager with responsibility for a variety of Tax client and regulatory reporting activities, ensuring these are carried out efficiently and to a high professional standard. As a Lead Analyst, you will have some previous relevant working experience, enabling you to assist with the oversight of the work of the team. As a Lead Analyst you will be able to handle the most complex issues throughout their lifecycle working with our Front Office, IT and Operations colleagues. You will also be responsible for procedures, managing risk and maintaining a close collaboration with the different business partners to optimise the workflows. You will thrive in a fast paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation. What you'll do Support the manager with day-to-day management and prioritisation for the team and assisting with 1:1 check-ins where appropriate. Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, German and Swiss Tax Statements (working with IT department and our third party vendor). Assist with Qualified Intermediary (QI) Reporting for all 4 Companies (Switzerland, Guernsey, Singapore, UK). Process CRS and FATCA reporting. Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes. Respond to client enquiries and act as a first point of contact for queries from other Wealth Management teams. Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians. Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts. Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk. Work with team to continually challenge legacy processes to ensure they are still fit for purpose. Attend internal/external meetings as required. Assist with the implementation of new tax rules. Work through high volumes, assist the manager to prioritise, and manage workload according to risk or deadlines. Contribute to department and Company initiatives and projects. Champion the need to deliver positive change and continual improvement for the business, drawing ideas from the team (and others) save time and cost, reduce risk and improve service quality. Benefits At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get all the benefits of being part of a world leading FTSE 100 company. But you'll also get the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham. The knowledge, experience and qualifications you need Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies. Strong aptitudes for numeracy and attention to detail in a fast paced office environment. Good at analysing and solving problem with a strong appreciation of operational risk. Pro active and effective in managing your own time with ability to prioritise tasks appropriately. Open to feedback, receptive to change, challenges status quo and continually looks out for team and self improvement opportunities. Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible. Strong organisational and planning skills. A strong team player able to develop and manage strong working relationships with global internal departments and external counterparties. Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio economic background or any other protected characteristics. Job Info Job Identification: 1471 Job Category: Operations Posting Date: 05/07/2026, 03:49 PM Job Schedule: Full time Location: Langhurstwood Road, Horsham, West Sussex , RH12 4QP, GB
A global investment manager is seeking a Mandarin-speaking analyst in London to cover Chinese equities. The role involves analyzing companies, making stock recommendations, and communicating insights to fund managers. The ideal candidate will possess strong numerical and analytical skills, with a graduate degree or ACA equivalency. A solid understanding of China's markets, along with effective communication skills, are crucial for success in this position. This role offers a unique opportunity to work closely with experienced fund managers and develop expertise in emerging markets.
Jul 05, 2026
Full time
A global investment manager is seeking a Mandarin-speaking analyst in London to cover Chinese equities. The role involves analyzing companies, making stock recommendations, and communicating insights to fund managers. The ideal candidate will possess strong numerical and analytical skills, with a graduate degree or ACA equivalency. A solid understanding of China's markets, along with effective communication skills, are crucial for success in this position. This role offers a unique opportunity to work closely with experienced fund managers and develop expertise in emerging markets.
We are looking for a Lead Analyst 2 to join our Tax team to lead the accurate and timely production of tax reporting for different business entities and play a part in tax related projects and groups. You will be a tax reporting subject matter expert, assisting the team manager with responsibility for a variety of Tax client and regulatory reporting activities, ensuring these are carried out efficiently and to a high professional standard. As a Lead Analyst, you will have some previous relevant working experience, enabling you to assist with the oversight of the work of the team. As a Lead Analyst you will be able to handle the most complex issues throughout their lifecycle working with our Front Office, IT and Operations colleagues. You will also be responsible for procedures, managing risk and maintaining a close collaboration with the different business partners to optimise the workflows. You will thrive in a fast paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation. What you'll do Support the manager with day-to-day management and prioritisation for the team and assisting with 1:1 check-ins where appropriate. Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, German and Swiss Tax Statements (working with IT department and our third party vendor). Assist with Qualified Intermediary (QI) Reporting for all 4 Companies (Switzerland, Guernsey, Singapore, UK). Process CRS and FATCA reporting. Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes. Respond to client enquiries and act as a first point of contact for queries from other Wealth Management teams. Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians. Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts. Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk. Work with team to continually challenge legacy processes to ensure they are still fit for purpose. Attend internal/external meetings as required. Assist with the implementation of new tax rules. Work through high volumes, assist the manager to prioritise, and manage workload according to risk or deadlines. Contribute to department and Company initiatives and projects. Champion the need to deliver positive change and continual improvement for the business, drawing ideas from the team (and others) save time and cost, reduce risk and improve service quality. Benefits At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get all the benefits of being part of a world leading FTSE 100 company. But you'll also get the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham. The knowledge, experience and qualifications you need Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies. Strong aptitudes for numeracy and attention to detail in a fast paced office environment. Good at analysing and solving problem with a strong appreciation of operational risk. Pro active and effective in managing your own time with ability to prioritise tasks appropriately. Open to feedback, receptive to change, challenges status quo and continually looks out for team and self improvement opportunities. Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible. Strong organisational and planning skills. A strong team player able to develop and manage strong working relationships with global internal departments and external counterparties. Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio economic background or any other protected characteristics. Job Info Job Identification: 1471 Job Category: Operations Posting Date: 05/07/2026, 03:49 PM Job Schedule: Full time Location: Langhurstwood Road, Horsham, West Sussex , RH12 4QP, GB
Jul 05, 2026
Full time
We are looking for a Lead Analyst 2 to join our Tax team to lead the accurate and timely production of tax reporting for different business entities and play a part in tax related projects and groups. You will be a tax reporting subject matter expert, assisting the team manager with responsibility for a variety of Tax client and regulatory reporting activities, ensuring these are carried out efficiently and to a high professional standard. As a Lead Analyst, you will have some previous relevant working experience, enabling you to assist with the oversight of the work of the team. As a Lead Analyst you will be able to handle the most complex issues throughout their lifecycle working with our Front Office, IT and Operations colleagues. You will also be responsible for procedures, managing risk and maintaining a close collaboration with the different business partners to optimise the workflows. You will thrive in a fast paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation. What you'll do Support the manager with day-to-day management and prioritisation for the team and assisting with 1:1 check-ins where appropriate. Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, German and Swiss Tax Statements (working with IT department and our third party vendor). Assist with Qualified Intermediary (QI) Reporting for all 4 Companies (Switzerland, Guernsey, Singapore, UK). Process CRS and FATCA reporting. Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes. Respond to client enquiries and act as a first point of contact for queries from other Wealth Management teams. Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians. Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts. Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk. Work with team to continually challenge legacy processes to ensure they are still fit for purpose. Attend internal/external meetings as required. Assist with the implementation of new tax rules. Work through high volumes, assist the manager to prioritise, and manage workload according to risk or deadlines. Contribute to department and Company initiatives and projects. Champion the need to deliver positive change and continual improvement for the business, drawing ideas from the team (and others) save time and cost, reduce risk and improve service quality. Benefits At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get all the benefits of being part of a world leading FTSE 100 company. But you'll also get the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham. The knowledge, experience and qualifications you need Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies. Strong aptitudes for numeracy and attention to detail in a fast paced office environment. Good at analysing and solving problem with a strong appreciation of operational risk. Pro active and effective in managing your own time with ability to prioritise tasks appropriately. Open to feedback, receptive to change, challenges status quo and continually looks out for team and self improvement opportunities. Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible. Strong organisational and planning skills. A strong team player able to develop and manage strong working relationships with global internal departments and external counterparties. Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio economic background or any other protected characteristics. Job Info Job Identification: 1471 Job Category: Operations Posting Date: 05/07/2026, 03:49 PM Job Schedule: Full time Location: Langhurstwood Road, Horsham, West Sussex , RH12 4QP, GB
We are seeking a highly skilled and experienced Portfolio Director to join our team. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, providing strategic investment advice, and ensuring the delivery of exceptional client service. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, our parent company We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base Our Chester office is at - Liverpool House, Lower Bridge Street, Chester, CH1 1RS, so we're close to our clients across the North and have everything we need to work flexibly. The team We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team. We're open to flexible working, so we can all balance our personal and professional commitments. What you'll do Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions. Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance. Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights. Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture. Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under management. Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct. The knowledge, experience and qualifications you need Education: Bachelor's degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable. Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net-worth client portfolios. Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Demonstrated ability to build and maintain client relationships. Leadership experience with the ability to mentor and develop team members. In-depth knowledge of financial markets, investment strategies, and regulatory requirements. What you'll be like Client-focused with a commitment to providing exceptional service. Strategic thinker with the ability to develop and implement innovative investment solutions. High level of integrity and professionalism. Strong work ethic and the ability to thrive in a fast-paced environment. Why Join Us Reputation: Join a prestigious firm with a strong reputation in the wealth management industry. Resources: Access to Schroders' global resources and research capabilities. Career Development: Opportunities for continuous learning and professional growth. Collaborative Culture: Work in a supportive and dynamic team environment. If you are a seasoned investment professional with a passion for delivering outstanding client service and a desire to join a leading wealth management firm, we would love to hear from you. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Jun 27, 2026
Full time
We are seeking a highly skilled and experienced Portfolio Director to join our team. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, providing strategic investment advice, and ensuring the delivery of exceptional client service. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, our parent company We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base Our Chester office is at - Liverpool House, Lower Bridge Street, Chester, CH1 1RS, so we're close to our clients across the North and have everything we need to work flexibly. The team We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team. We're open to flexible working, so we can all balance our personal and professional commitments. What you'll do Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions. Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance. Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights. Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture. Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under management. Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct. The knowledge, experience and qualifications you need Education: Bachelor's degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable. Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net-worth client portfolios. Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Demonstrated ability to build and maintain client relationships. Leadership experience with the ability to mentor and develop team members. In-depth knowledge of financial markets, investment strategies, and regulatory requirements. What you'll be like Client-focused with a commitment to providing exceptional service. Strategic thinker with the ability to develop and implement innovative investment solutions. High level of integrity and professionalism. Strong work ethic and the ability to thrive in a fast-paced environment. Why Join Us Reputation: Join a prestigious firm with a strong reputation in the wealth management industry. Resources: Access to Schroders' global resources and research capabilities. Career Development: Opportunities for continuous learning and professional growth. Collaborative Culture: Work in a supportive and dynamic team environment. If you are a seasoned investment professional with a passion for delivering outstanding client service and a desire to join a leading wealth management firm, we would love to hear from you. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Schroders is seeking a highly skilled Portfolio Director in Chester to manage high-net-worth client portfolios. The successful candidate will provide strategic investment advice, develop tailored investment strategies, and lead a team of investment professionals. This role demands over 10 years of experience in wealth management, strong analytical skills, and exceptional client relationship management. Join us for career development opportunities and a collaborative culture where diversity is valued.
Jun 27, 2026
Full time
Schroders is seeking a highly skilled Portfolio Director in Chester to manage high-net-worth client portfolios. The successful candidate will provide strategic investment advice, develop tailored investment strategies, and lead a team of investment professionals. This role demands over 10 years of experience in wealth management, strong analytical skills, and exceptional client relationship management. Join us for career development opportunities and a collaborative culture where diversity is valued.
Schroders is searching for a Portfolio Management Associate to join their London team. You will build portfolio analytics and modelling tools while working collaboratively with senior leaders to enhance investment decision-making. Successful candidates will have a master's degree in a quantitative field and strong skills in Excel, Python, and Power BI. The role offers a dynamic working environment and opportunities for career growth within portfolio management or senior quantitative leadership roles.
May 29, 2026
Full time
Schroders is searching for a Portfolio Management Associate to join their London team. You will build portfolio analytics and modelling tools while working collaboratively with senior leaders to enhance investment decision-making. Successful candidates will have a master's degree in a quantitative field and strong skills in Excel, Python, and Power BI. The role offers a dynamic working environment and opportunities for career growth within portfolio management or senior quantitative leadership roles.
Reporting to: Head of Portfolio Strategy (co-Portfolio Manager) with close working relationship to the CIO Who we're looking for We're looking for a creative, technically minded Portfolio Management Associate to join our London-based portfolio management team. In this role you will design and build portfolio analytics and modelling tools (often from the ground up), helping to improve how we analyse private markets portfolios and make better, faster decisions. You'll work closely with senior investment leadership, combining strong quantitative thinking with practical engineering skills across Excel/Python/VBA/Power BI, and a curiosity for how AI can enhance investment workflows. About Future Growth Capital Future Growth Capital is a specialist multi-private assets solutions business focused on unlocking access to private markets for UK pension schemes and savers. Built with the backing of Standard Life and Schroders, we combine an independent, open-architecture investment approach with an institutional-quality operating platform. Our objective is to deliver strong long-term outcomes for members through disciplined portfolio construction, rigorous analysis and high-quality implementation. The base This is a London-based role, with an expectation of being in the office at least four days per week. You'll work in a small, agile team and will have regular access to senior investment leadership. The team You'll join a collaborative portfolio management team that values curiosity, rigour and practical problem solving. The role suits someone who enjoys combining investment thinking with hands-on tool building, and who is comfortable working in a fast-moving environment where priorities evolve. What you'll do Build and enhance portfolio analytics and cashflow models for bespoke private markets portfolios across a range of private asset classes. Partner with leading private markets investment managers globally to translate strategy and fund-level inputs into portfolio-level cashflow, performance and risk analytics. Develop scalable tools and reporting (Excel/Python/VBA/Power BI) that improve portfolio analysis, asset allocation and decision-making. Apply statistical and quantitative methods (e.g., scenario/stress testing, sensitivities, factor and risk analysis) to generate robust insights and validate model outputs. Work closely with the CIO and Head of Portfolio Strategy to prioritise, deliver and continually improve the team's modelling capability and analytical toolkit. Identify opportunities to use AI-enabled tools to improve workflows and insights, applying appropriate judgement around model risk and data sensitivity. Over time, broaden your responsibility in line with your strengths and interests, with the option to progress into a Portfolio Manager role (with accountability for investing portfolios within agreed guidelines) or to develop as a more senior quantitative lead. The knowledge, experience and qualifications you need Master's degree (or higher) in a quantitative discipline (e.g., Financial Engineering, Mathematics, Statistics, Econometrics, Physics, Computer Science, or similar), or equivalent demonstrable quantitative training. Strong quantitative modelling capability, preferably in private markets (portfolio analytics, cashflows, risk metrics and scenario/stress testing). Advanced tooling skills: Excel plus Python and/or VBA; experience producing clear outputs in Power BI (or similar). Proven ability to build and deliver new analytical tools end-to-end in a fast-moving environment. Interest in applying AI-enabled tools to improve analysis and automation, with appropriate judgement around model risk and data sensitivity. The knowledge, experience and qualifications that will help Familiarity with private markets portfolio concepts and performance measurement (e.g., capital calls and distributions, cashflow modelling, liquidity management and metrics such as IRR, DPI and TVPI) and an ability to apply these in analytics and reporting. Experience building and maintaining analytical tools or dashboards used by others (including clear documentation and a focus on reliability). Experience using AI-enabled tools to improve analysis, automation or reporting (with appropriate judgement around model risk and data sensitivity). Proficiency with advanced Power BI capabilities (e.g., Power Query, DAX, and data modelling) or equivalent visualisation tooling. What you'll be like You enjoy solving ambiguous problems and can break them down into practical steps and deliverables. You can explain technical work clearly to non-technical stakeholders, including model assumptions, limitations and trade-offs. You work well with senior stakeholders and are comfortable asking questions, challenging respectfully and incorporating feedback. You're curious and keep learning-especially as tools and best practices evolve. We recognise potential, whoever you are Our purpose is to provide excellent investment outcomes for clients through active management. Diversity of thought, supported by an inclusive culture, helps us make better decisions and better achieve our purpose. We are an equal opportunities employer and welcome applications regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 1429 Job Category Investment Posting Date 04/28/2026, 03:43 PM Job Schedule Full time Locations 1 London Wall Place, London, EC2Y 5AU, GB
May 29, 2026
Full time
Reporting to: Head of Portfolio Strategy (co-Portfolio Manager) with close working relationship to the CIO Who we're looking for We're looking for a creative, technically minded Portfolio Management Associate to join our London-based portfolio management team. In this role you will design and build portfolio analytics and modelling tools (often from the ground up), helping to improve how we analyse private markets portfolios and make better, faster decisions. You'll work closely with senior investment leadership, combining strong quantitative thinking with practical engineering skills across Excel/Python/VBA/Power BI, and a curiosity for how AI can enhance investment workflows. About Future Growth Capital Future Growth Capital is a specialist multi-private assets solutions business focused on unlocking access to private markets for UK pension schemes and savers. Built with the backing of Standard Life and Schroders, we combine an independent, open-architecture investment approach with an institutional-quality operating platform. Our objective is to deliver strong long-term outcomes for members through disciplined portfolio construction, rigorous analysis and high-quality implementation. The base This is a London-based role, with an expectation of being in the office at least four days per week. You'll work in a small, agile team and will have regular access to senior investment leadership. The team You'll join a collaborative portfolio management team that values curiosity, rigour and practical problem solving. The role suits someone who enjoys combining investment thinking with hands-on tool building, and who is comfortable working in a fast-moving environment where priorities evolve. What you'll do Build and enhance portfolio analytics and cashflow models for bespoke private markets portfolios across a range of private asset classes. Partner with leading private markets investment managers globally to translate strategy and fund-level inputs into portfolio-level cashflow, performance and risk analytics. Develop scalable tools and reporting (Excel/Python/VBA/Power BI) that improve portfolio analysis, asset allocation and decision-making. Apply statistical and quantitative methods (e.g., scenario/stress testing, sensitivities, factor and risk analysis) to generate robust insights and validate model outputs. Work closely with the CIO and Head of Portfolio Strategy to prioritise, deliver and continually improve the team's modelling capability and analytical toolkit. Identify opportunities to use AI-enabled tools to improve workflows and insights, applying appropriate judgement around model risk and data sensitivity. Over time, broaden your responsibility in line with your strengths and interests, with the option to progress into a Portfolio Manager role (with accountability for investing portfolios within agreed guidelines) or to develop as a more senior quantitative lead. The knowledge, experience and qualifications you need Master's degree (or higher) in a quantitative discipline (e.g., Financial Engineering, Mathematics, Statistics, Econometrics, Physics, Computer Science, or similar), or equivalent demonstrable quantitative training. Strong quantitative modelling capability, preferably in private markets (portfolio analytics, cashflows, risk metrics and scenario/stress testing). Advanced tooling skills: Excel plus Python and/or VBA; experience producing clear outputs in Power BI (or similar). Proven ability to build and deliver new analytical tools end-to-end in a fast-moving environment. Interest in applying AI-enabled tools to improve analysis and automation, with appropriate judgement around model risk and data sensitivity. The knowledge, experience and qualifications that will help Familiarity with private markets portfolio concepts and performance measurement (e.g., capital calls and distributions, cashflow modelling, liquidity management and metrics such as IRR, DPI and TVPI) and an ability to apply these in analytics and reporting. Experience building and maintaining analytical tools or dashboards used by others (including clear documentation and a focus on reliability). Experience using AI-enabled tools to improve analysis, automation or reporting (with appropriate judgement around model risk and data sensitivity). Proficiency with advanced Power BI capabilities (e.g., Power Query, DAX, and data modelling) or equivalent visualisation tooling. What you'll be like You enjoy solving ambiguous problems and can break them down into practical steps and deliverables. You can explain technical work clearly to non-technical stakeholders, including model assumptions, limitations and trade-offs. You work well with senior stakeholders and are comfortable asking questions, challenging respectfully and incorporating feedback. You're curious and keep learning-especially as tools and best practices evolve. We recognise potential, whoever you are Our purpose is to provide excellent investment outcomes for clients through active management. Diversity of thought, supported by an inclusive culture, helps us make better decisions and better achieve our purpose. We are an equal opportunities employer and welcome applications regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. Job Info Job Identification 1429 Job Category Investment Posting Date 04/28/2026, 03:43 PM Job Schedule Full time Locations 1 London Wall Place, London, EC2Y 5AU, GB
