Schroders

We are seeking an experienced Salesforce Platform Architect with a proven track record of owning the architecture, integrity and technical direction of large-scale Salesforce implementations within global financial services organisations. The ideal candidate combines deep technical mastery of the Salesforce platform with the breadth to think holistically across technology, data and operating model. They will have high standards, an eye for detail, a continuous improvement mindset, and the judgement and credibility to influence senior stakeholders across both business and technology. You will define and own the target-state architecture for the Salesforce ecosystem, set the technical principles and guardrails that engineering teams build within, and make the trade-offs needed to keep the platform scalable, secure, maintainable and cost-effective. A strong understanding of the financial services industry is essential. You should be comfortable operating from pre-programme mobilisation through to production, shaping solution direction on complex change while safeguarding the long-term coherence of the platform. About Schroders Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. Technology at Schroders There's a huge amount of change happening at Schroders. Technology is shaping our business more and more, creating numerous opportunities. As a significant financial player, we can put substantial backing behind good ideas. While we have enormous responsibilities to our clients and shareholders, our tech teams are friendlier and more informal than you might expect. 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. The team The Asset Management Platforms department at Schroders is a global technology change delivery function that oversees and executes all technology delivery within the organisation. The Client Engagement team sits within Client Technology and is responsible for all platforms associated with the provision of client relationship management, with a strong emphasis on the Salesforce ecosystem (including Sales Cloud, Service Cloud and Financial Services Cloud). The core team is responsible for understanding business needs, solving complex problems, mobilising and delivering large change programmes, and maintaining the integrity of the Salesforce platform and associated capabilities. What you'll do Own and evolve the end-to-end target-state architecture for the Salesforce platform across both our Public and Private businesses, balancing business value, scalability, security, maintainability and total cost of ownership. Define and champion the architectural principles, patterns, standards and guardrails that engineering teams design and build within, ensuring solution coherence across a multi-team, multi-workstream portfolio. Lead solution design for complex and early-stage (pre-project) initiatives, translating ambiguous business problems into robust, well-reasoned architectural direction with clear options and trade-offs. Own the integration architecture connecting Salesforce with upstream and downstream platforms (APIs, event-driven patterns, middleware such as MuleSoft, ETL and data platforms) to enable joined-up client journeys and high-quality, trusted data. Govern platform integrity-data model, security model, governor limits, org strategy, technical debt and release management-ensuring the platform remains performant, secure and sustainable as it scales. Provide architectural assurance across delivery teams through design reviews, technical governance forums and alignment to AMP enterprise architecture and Global Technology lifecycle standards. Take a holistic view of the target state, recognising that the outcome will often include changes to the business operating model and data architecture alongside the technology platform. Drive DevOps and CI/CD maturity from an architectural standpoint-branching strategy, environment and sandbox strategy, automated testing and release management-to accelerate delivery and reduce risk. Harness emerging AI capabilities-including Salesforce Einstein and Agentforce-to enhance productivity, decision-making and client engagement, guiding practical use cases from concept to a well-architected implementation. Ensure architecture reflects the regulatory and compliance context of asset management (for example, data privacy, client communications and marketing compliance). Mentor and coach engineers and analysts, lead by example on technical craftsmanship, and raise the architectural capability of the wider team. Collaborate with and contribute to relevant AMP architecture and delivery communities of practice, helping to define good practice and improve standards and ways of working. Work closely with the Client Platform Architect to ensure the Salesforce target state aligns with the wider Client Technology architecture and enterprise architecture direction. The knowledge, experience and qualifications you need Extensive hands-on Salesforce experience within a large, global financial services organisation, with a proven track record of owning platform-level architecture and technical direction. Salesforce Certified Technical Architect (CTA). Salesforce Certified Application Architect and System Architect; Platform Developer I/II highly desirable. Deep understanding of Salesforce architecture, data modelling, security, sharing, governor limits, org strategy and platform best practices, with the ability to take a holistic view of the target state across technology, data and operating model. Strong integration architecture experience using REST/SOAP APIs, event-driven patterns and middleware such as MuleSoft to connect Salesforce with the wider technology estate. Proven experience defining DevOps and CI/CD strategy and tooling (e.g. Git, Copado, Gearset, Azure DevOps), automated testing and release management on the Salesforce platform. Ability to define architectural principles and guardrails and to govern delivery teams' adherence to them without becoming a bottleneck. Excellent stakeholder management and communication skills, with the ability to explain complex technical concepts to both technical and non-technical audiences and influence at all levels. Strong knowledge and experience of the end-to-end SDLC (Agile, Waterfall, hybrid etc.) and modern engineering disciplines. Good eye for detail and hands-on experience of producing high-quality architecture artefacts, technical designs and specifications. Awareness of how regulatory and compliance requirements (for example, data privacy, client communications, marketing compliance) influence architectural decisions. Experience of working with global colleagues and stakeholders and sensitivity to cultural differences, time zones etc. Familiarity with sales enablement and content management platforms, ideally Seismic, including content automation, personalisation workflows, analytics and CRM integration. Experience delivering within complex, multi-vendor and third-party ecosystems, including management of strategic platform providers. Experience within client engagement, distribution or client relationship management functions in an asset or investment management context. Understanding of modern technology architectures, including cloud-based platforms and API-driven ecosystems, and how CRM connects with data lakes and analytics platforms. Exposure to AI-driven capabilities (Einstein, Agentforce) and how these integrate into platform architecture and client engagement workflows. What you'll be like The ideal candidate for the Salesforce Platform Architect role will be a pragmatic and collaborative technical leader who takes pride in engineering craftsmanship while thinking strategically about the long-term health of the platform. You will be comfortable making and defending architectural decisions, balancing business urgency with technical quality, and holding solution direction to account across multiple teams. A natural mentor, you will raise standards across the team, lead by example, and engage credibly with technical peers and senior stakeholders alike. Your innovative approach will drive the exploration of cutting-edge tools, patterns and AI-enabled solutions, ultimately enhancing platform quality and business outcomes. We recognise potential, whoever you are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background . click apply for full job details

Schroders in London is seeking a Position Management Lead to own our global workforce planning capability, partnering with P&C, business leaders, and Talent Acquisition. You will be the SME for Position Management, ensuring data integrity and governance across locations. The role combines strategic advisory with hands-on operational delivery, requiring comfort with budgets, complex cases, and driving improvements to processes.

Position Management Lead (Workforce Planning / HR Operations) London, United Kingdom Job Description Who we're looking for We are looking for aPosition Management Leadto own and drive our global Position Management (workforce planning) capability. This is a role that combines operational delivery with people-facing partnering and strategic support, sitting at the intersection of our People & Culture (P&C) function, business stakeholders, and operational delivery teams. You will be the accountable owner and recognised subject matter expert (SME) for Position Management, ensuring data integrity, governance, and consistent execution globally. Sitting within the P&C Operations team and reporting to the Global Head of P&C Operations, you will act as a trusted partner to P&C Business Partners (BPs), the wider business, Talent Acquisition, and Reward teams, providing advisory support while also driving and completing operational tasks yourself. The role is critical to ensuring that the workforce structure aligns with business needs and approved resourcing plans. The role-holder will quickly become a subject matter expert in Position Management and job architecture, applying critical thinking to resolve complex cases, challenge requests where appropriate, and improve processes and controls. They will be confident working with budgets and numerical data, using analysis and insight to inform workforce planning, talent decisions and broader People & Culture initiatives. About Us Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. 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. The team People make this company, which gives the People & Culture team a critical role, including sourcing the talent that makes Schroders the business it is, providing training and development, creating employee benefits packages, and other vital elements that make Schroders an attractive place to work. We also develop the policies that shape our futures, covering areas like diversity, equality, and employee performance. We are the engine room where everything relating to our employee journey is managed. What you'll do Build strong working relationships with P&C BPs, business leaders, Talent Acquisition, and Reward to enable effective and consistent Position Management globally. Provide advice and guidance on position governance and best practice, including when and how exceptions can be managed. Actively challenge and influence where requests do not align to policy, governance, or the intended operating model, offering practical alternatives. Work with budgets and numerical data, using analysis and insight to inform workforce planning, talent decisions and broader People & Culture initiatives. Use job architecture software to help size and grade roles based on job descriptions and information provided to you by the business. Identify recurring issues and root causes; propose and deliver process improvements that reduce friction and improve compliance. Support stakeholder education, helping P&C BPs and the business understand Position Management principles, governance, and their responsibilities within the process. Operational Delivery Translate business and P&C Business Partner requirements into clear, actionable requests to be processed in-system, or action changes directly where appropriate. Work flexibly across varying operating models, whether receiving requests via P&C BPs, engaging directly with the business, or coordinating with Operations colleagues to ensure changes are progressed efficiently regardless of channel. Manage and execute day-to-day Position Management activities, ensuring timely and accurate processing across all position lifecycle events. Maintain high standards of data quality and integrity, identifying and resolving discrepancies proactively. Ensure appropriate controls are in place and consistently followed; identify and elevate risks or non-compliance where necessary. Demonstrable ability to build strong relationships across multiple stakeholder groups with the confidence to push back/influence. Intellectual curiosity: able to learn quickly, ask the right questions, and develop a deep understanding of Position Management nuances. Strong critical thinking: able to assess requests, identify risks and impacts, and constructively challenge Strong operational discipline: attention to detail, prioritisation, and comfort managing administrative tasks with high accuracy. Clear communicator (written and verbal), able to explain processes and decisions in a pragmatic way. Experience in Position Management, job architecture, workforce operations, or HR operations. Experience working in a global and matrixed organisation. Proactive, self-starting, and comfortable taking ownership of outcomes. Comfortable operating at both a strategic and operational level. Systems literacy, with the ability to understand how position and organisational structures are managed within HR systems (Oracle preferable). The knowledge, experience and qualifications you need Demonstrable ability to build strong relationships across multiple stakeholder groups with the confidence to push back/influence. Intellectual curiosity: able to learn quickly, ask the right questions, and develop a deep understanding of Position Management nuances. Strong critical thinking: able to assess requests, identify risks and impacts, and constructively challenge Strong operational discipline: attention to detail, prioritisation, and comfort managing administrative tasks with high accuracy. Clear communicator (written and verbal), able to explain processes and decisions in a pragmatic way. Experience in Position Management, job architecture, workforce operations, or HR operations. Experience working in a global and matrixed organisation. Proactive, self-starting, and comfortable taking ownership of outcomes. Comfortable operating at both a strategic and operational level. Systems literacy, with the ability to understand how position and organisational structures are managed within HR systems (Oracle preferable). We Recognise Potential, Whoever You Are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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 will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs. 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 1881 Job Category Human Resources Posting Date 08/28/2026, 07:56 AM Job Schedule Full time Locations 1 London Wall Place, London, EC2Y 5AU, GB

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

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