Asset/Wealth Management

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Below we have outlined some of our capabilities within the vertical of Asset/Wealth Management. Having vast experience working with both retail and traditional stockbrokers, IFA's, share registrars and pension providers, InFin Partners are uniquely positioned to help you find your next role or as a business, your next hire.

Trader:

Executing trades efficiently and at the best possible prices is essential for optimising portfolio performance.

Fund Manager:

Manages the overall performance and strategy of investment funds, influencing the success of the firm's investment products.

Portfolio Manager:

Responsible for overall investment strategy and performance, making this role typically the most critical in the front office.

Wealth Advisor:

Provides personalised financial advice to high-net-worth clients, contributing to client satisfaction and retention.

Investment Analyst:

Plays a crucial role in researching and identifying investment opportunities, providing essential input for portfolio decisions.

Compliance Officer:

Ensures the firm's activities comply with laws and regulations, contributing to the overall legal and ethical integrity of the business.

Risk Analyst:

Manages and mitigates risks associated with investment portfolios, ensuring compliance with risk management policies.

Quantitative Analyst:

Utilises quantitative models to enhance the precision of investment decisions and optimise portfolio performance.

Investment Strategist:

Develops and communicates investment strategies, guiding the firm's approach to market opportunities.

Private Equity Analyst:

Contributes to the diversification of portfolios by analyzing and recommending private equity investments.

Equity Research Analyst:

Offers insights into individual stocks, supporting portfolio managers in making informed equity investment decisions.

Hedge Fund Analyst:

Analyses and evaluates potential investment opportunities for hedge funds, contributing to overall portfolio diversification.

Fixed Income Analyst:

Specialises in analysing fixed-income securities, providing valuable input for bond portfolio management.

Operations:

Responsible for managing day-to-day operations, including trade settlements, reconciliation, and processing of transactions.

Risk Manager:

Monitors and assesses risks associated with investment activities, developing strategies to mitigate potential risks.

Compliance:

Ensures that the firm's activities comply with relevant regulations, conducting regular audits and assessments.

Performance Analyst:

Analyses the performance of investment portfolios, producing reports for internal and external stakeholders.

Client Services:

Manages the onboarding process for new clients, collecting necessary documentation and ensuring compliance with regulatory requirements.

Trade Support:

Provides support to the trading desk by managing trade confirmations, resolving discrepancies, and ensuring accurate trade processing.

Corporate Actions:

Monitors and processes corporate actions (e.g., dividends, mergers) to ensure accurate and timely adjustments to portfolios.

Custody Operations Specialist:

Manages relationships with custodian banks, overseeing the safekeeping of assets and ensuring compliance with custody agreements.

Reconciliation Analyst:

Conducts regular reconciliations of financial data, identifying and resolving discrepancies.

Expense Management Analyst:

Manages and monitors expenses related to fund operations, ensuring cost-effectiveness and adherence to budgetary constraints.

Client Reporting Specialist:

Prepares and delivers regular reports to clients, providing updates on portfolio performance and other relevant information.

Client Services Associate:

Supports client relationships by addressing inquiries and ensuring a positive client experience.