JOB MISSIONThe Firm’s recent move to Addepar as our back-office data aggregation and investment accounting system will vastly improve the efficiency of generating the analytics to review client portfolios across multiple dimensions, allowing us to centrally account for and calculate client risk and performance data. Alvarium is also rolling out a sophisticated risk and performance analytics/modelling tool, Jacobi, which integrates with Addepar.The combination of these two new platforms requires a new focus on investment operations and data integrity/integration. Alvarium is standing up a Data Operations team as part of this new focus. This team will:Map and optimise dataflows/data processes across the businessDeliver intelligence from dataMaintain data quality through effective data governance and management to provide a "single source of truth"The role will own the technical systems that house the data and be responsible for the build-out and maintenance of data pipelines and architecture.The role will combine data process architecture with an initial need for practical hands-on data pipeline creation.The candidate will work initially with the Alvarium Director of Integration and the Integration team to stand up and build out necessary workflows and documentation, as well as get up to speed with the project so far.RESPONSIBILITIES<ul><li>Drive implementation of data operations function to support Investment Advisory division reporting, trading and portfolio management</li><li>Create and maintain optimal data pipeline architectures.</li><li>Assemble data sets that meet functional / non-functional business requirements.</li><li>Undertake general database administration tasks and have an understanding of data modelling techniques.</li><li>Identify, design, and implement internal process improvements: automating manual processes, optimising data delivery, re-designing infrastructure for greater scalability, etc.</li><li>Build the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL / C#, Python and cloud platforms.</li><li>Assist with planning and delivery of Data Operations function, as well as work with the technology team on data operations projects.</li></ul>QUALIFICATIONS AND COMPETENCIES<ul><li>At least 4-5 years of experience in data solutions/infrastructure engineering.</li><li>Prior experience within the wealth and/or asset management sector is a plus.</li><li>Excellent knowledge of SQL and Python, C# an advantage.</li><li>Experience working with REST APIs is an advantage.</li><li>Experience designing and using data pipeline and ETL tools, especially Portfolio BI.</li><li>Understanding of system design, infrastructure, and security (elasticity, containerisation, security protocols, etc).</li><li>Excellent academic credentials with a good undergraduate degree with a science/finance/economics focus (minimum 2.1).</li><li>Intellectual curiosity to evaluate and drive change and continuous improvement, with a thirst for automation and efficiency drives.</li><li>Excellent numeracy and statistical skills.</li><li>Experience of multi-jurisdictional wealth management organisations an advantage.</li><li>Good interpersonal skills (verbal and written communication) in English. Other European languages an advantage.</li></ul> CORE TOOLS AND TECHNOLOGIES<ul><li>Database languages: SQL, Microsoft SQL Server</li><li>Data management: Portfolio BI and other ETL tools</li><li>Cloud environments: AWS / Azure</li><li>Programming languages: Python, C#</li><li>Shell scripting: Bash, PowerShell</li></ul>

Data Solutions Developer (GWM Technology)

Your Role<ul><li>Overall responsibility for talent acquisition across all business lines of the group including our support divisions </li><li>Point of contact for the end-to-end recruitment process working closely with the HRBPs</li><li>Partner with HRBPs and line managers to discuss new vacancies and resourcing strategy, promoting opportunities and ways which will improve diversity in our hiring process</li><li>Actively encouraging the use of direct sourcing and being expert at this form of recruitment</li><li>Work with our DE&amp;I strategic partnerships (in the UK this is Access Aspiration and GAIN UK) to promote current and future opportunities, with the aim of increasing candidates coming through from underrepresented groups </li><li>Be an expert on writing inspiring, inclusive job descriptions</li><li>Liaise with Assistants to ensure interviews are scheduled</li><li>Guide and advise stakeholders on offer processes, selling strategies and resignation support</li><li>Be the key point of contact for our PSL agency relationships and help them to manage successful relationships with us</li><li>Provide crisp, timely reporting to senior and line management to keep them regularly informed on recruitment projects against budget, plus keep an overview of our annual activities</li><li>Assessment of recruiting processes across all organisations/locations to create a cohesive AlTi approach</li><li>Work with the HRBPs to implement interview skills training</li><li>Assist with Graduate and Internship recruitment as and when needed</li><li>Work with marketing to develop/maintain company careers page </li><li>Managing the ATS </li></ul>Qualifications and Competencies<ul><li>Experience in recruiting into the Wealth and Asset Management space either from an agency, RPO or in-house environment</li><li>The ability to manage multiple different local and international stakeholders and roles</li><li>Exceptional organisational skills</li><li>Knowledge of headhunting and LinkedIn</li><li>Strong stakeholder management</li><li>Excellent written and spoken communication skills</li><li>Ability to work across cultures and in a hybrid workplace</li><li>A strong focus on DE&amp;I</li><li>Comfortable with working in a small entrepreneurial team where we all muck in and help each other</li><li>Strong MS Office experience in particular Word, Excel and PowerPoint</li></ul>

Talent Acquisition Lead

YOUR ROLE•	Monitor the regulatory environment to keep abreast of current legislation, key regulatory initiatives and future developments and interpret the impact on all business areas•	Assist in the ongoing review and drafting of compliance policies and procedures •	Review and implement systems for marketing and distribution of investment opportunities, and ongoing review and support for compliance approval of all documentation, marketing material, presentations etc•	Review and asses the effectiveness of procedures and controls in practice •	Review procedures relating to SMCR and, where relevant, Approved Person Regime•	Liaise with UK and overseas regulators on submissions and preparation of regulatory reports•	Liaise with third party providers to prepare and submit regulatory reports, and other responsibilities, in relation to the group’s AIFM operations•	Assist with UNPRI reporting and ESG oversight•	Assist with regulatory approvals including new firm authorisations and changes of control within the group•	Assist with the preparation of compliance reports for AIFM and fund-level board meetings, and attendance at board and fund-level investment committee meetings where appropriate•	Review of client facing agreements (including periodic updates of engagement terms) as well as contacts with other third parties (including custody agreements, service level agreements, and supplier contracts)•	Review and maintenance of data protection policies and data sharing agreements•	Improve awareness of regulatory issues through business advisory and ad hoc training•	Promote good lines of communication to encourage staff to report compliance issues or potential concerns.QUALIFICATIONS AND COMPETENCIES•	Legally qualified, 1-2 years PQE. Asset management experience preferred but not required •	Strong verbal and written communication ability, with excellent attention to detail •	Strong IT skills•	Analytical •	Ability to use initiative to progress tasks within the limits of his/her own ability•	Ability to multi-task and a proven ability to work unsupervised and operate with a high degree of autonomy•	Passionate and driven•	A team player willing to support a team in achieving its goals and objectives

Compliance Officer

This is an exciting opportunity for a technically strong candidate to work in a fast pace and challenging environment within a multinational private company. The candidate will join the existing compliance team in London.In the UK, Alvarium has a wide range of FCA directly regulated firms and JV/subsidiary appointed representatives, in all about 20 regulated entities. The primary focus will be on the retail investment advisory division which manages ultra-high net worth client accounts on a discretionary and advisory basis. Other divisions, which are professional client only businesses, engage in merchant banking, corporate finance, corporate broking, real estate partnerships, managing REITs and operating an AIFM. YOUR ROLE•	Oversight of the compliance monitoring programme for the international businesses (ex. US)•	Review and assess the effectiveness of procedures and controls in practice•	Understanding how current procedures are designed to reduce identified risks•	Assessing business processes and identify risks to firm’s and regulator’s requirements•	Standardising monitoring and oversight throughout the overseas group operations•	Prepare quarterly compliance monitoring reports as appropriate to the boards of the operating firms and work with the businesses to resolve any issues identified•	Working closely with operational teams•	Working with other members of the team as necessary on special projects, e.g. corporate acquisitions and changes in control•	Promoting good lines of communication to encourage staff to report compliance issues or potential concernsQUALIFICATIONS AND COMPETENCIES•	Strong IT skills (Outlook, Word, Excel, and PowerPoint)•	Proven to be discrete and trusted with sensitive information•	To demonstrate the ability to work independently and collaboratively as part of a team with a ‘can do’ attitude and to maintain a positive approach to working in complex situations in a busy environment.•	Ability to communicate effectively with people at all levels of seniority•	Excellent attention to detail, conscientious, diligent and proactive•	Strong interpersonal skills (verbal and written communication)•	To use initiative to progress tasks within the limits of his/her own ability•	Ability to multi-task and a proven ability to work unsupervised and operate with a high degree of autonomy

Head of International Compliance Monitoring

JOB MISSIONThis is an exciting opportunity for a strong candidate to develop their career in a fast pace and challenging environment within a multinational private company. The candidate will join the existing compliance team in London.In the UK, Alvarium has a wide range of FCA directly regulated firms and JV/subsidiary appointed representatives, in all about 20 regulated entities. The primary focus will be on the retail investment advisory division which manages ultra-high net worth client accounts on a discretionary and advisory basis. Other divisions, which are professional client only businesses, engage in merchant banking, corporate finance, corporate broking, real estate partnerships, managing REITs and operating an AIFM. YOUR ROLE•	Assisting with the compliance monitoring programme for the international businesses (ex. US), including client file reviews•	Assisting with the review and assessment of the effectiveness of procedures and controls in practice•	Develop knowledge of current and future procedures to understand how risks are mitigated•	Assisting with the assessment business processes and identify risks to firm’s and regulator’s requirements•	Help with the standardisation of monitoring and oversight throughout the overseas group operations•	Contribute to the quarterly compliance monitoring reports as appropriate to the boards of the operating firms and work with the businesses to resolve any issues identified•	Working closely with operational teams•	Working with other members of the team as necessary on special projects, e.g. corporate acquisitions and changes in control•	Promoting good lines of communication to encourage staff to report compliance issues or potential concernsQUALIFICATIONS AND COMPETENCIES•	Strong IT skills (Outlook, Word, Excel, and PowerPoint)•	Proven to be discrete and trusted with sensitive information•	To demonstrate the ability to work independently and collaboratively as part of a team with a ‘can do’ attitude and to maintain a positive approach to working with complex situations in a busy environment•	Ability to communicate effectively with people at all levels of seniority•	Excellent attention to detail, conscientious, diligent and proactive•	Strong interpersonal skills (verbal and written communication)•	To use initiative to progress tasks within the limits of his/her own ability•	Ability to multi-task and a proven ability to work unsupervised and operate with a high degree of autonomy

International Compliance Monitoring Assistant

JOB MISSION We are looking for an International Controller. This individual will have a leadership role on the Company’s Global Finance Team and will be involved in all finance related activities of the international businesses. The role will interface with numerous internal and external teams and will partner with the Chief Financial Officer, Asset Management and Wealth Management CFOs, and Global Controller to advise the Company on accounting, financial reporting and internal controls.RESPONSIBILITIES<ul><li>The International Controller will have responsibility for the financial statements of our international Asset Management and Wealth Management businesses, including US GAAP basis financial statements within the Company's SEC financial statements (Forms 10-K and 10-Q) as well as UK GAAP/IFRS basis financial statements for statutory filings. </li><li>Manage the external audit process for the international businesses.</li><li>Manage staff accounting teams across international Asset Management and Wealth Management.</li><li>Work cross-functionally across the Company on accounting and SEC reporting matters for preparation and review of financial statements, footnote disclosures, MD&amp;A, and relevant disclosure checklists.</li><li>Develop and maintain effective internal controls in relation to the financial reporting process; proactively identify opportunities to enhance internal controls compliance under Sarbanes-Oxley (SOX) and continuously improve the efficiency of financial operations.</li><li>Partner with the Global Controller on the implementation and integration of a global ERP (Enterprise Resource Planning) system, MIS (Management Information System) and other financial reporting, operating and control systems for the international businesses. </li><li>Work closely with the International Tax team to oversee tax reporting and disclosure, including transfer pricing across multiple tax jurisdictions.</li><li>Analyze corporate financial performance, including historical analysis and live trends. </li><li>Assist in the preparation of presentation materials for the leadership team.</li><li>Continually research and stay well-informed of US GAAP, UK GAAP and IFRS accounting standards, as well as SEC and other regulatory reporting requirements.</li><li>Perform technical accounting research and analysis for significant accounting policies, such as revenue recognition and capitalization/expense analysis, as well as for potential mergers/acquisitions, including purchase price allocations, goodwill, and intangible assets.</li><li>Collaborate with the Asset Management and Wealth Management CFOs and Financial Planning &amp;Analysis team to assist with financial analysis, forecasting, and budgeting.</li></ul>QUALIFICATIONS AND COMPETENCIES<ul><li>Bachelor's degree in Accounting, Finance or Economics </li><li>ACA designation required</li><li>10-15 years of relevant accounting experience; audit experience is required (with preference for Big 4) as is experience auditing and/or preparing financial statements for a publicly traded company </li><li>Strong technical knowledge across US GAAP, UK GAAP and IFRS accounting standards is required; experience with SEC reporting requirements is highly desirable </li><li>Experience with the design, implementation, and testing of internal controls is required; experience with Sarbanes-Oxley is highly desirable</li><li>Highly proficient in Microsoft Excel and reporting software and systems, e.g., NetSuite, Hyperion, Oracle, or Sage; NetSuite experience is preferred</li><li>Wealth management and/or asset management industry experience is preferred</li><li>Exposure to acquisition accounting and integrations, purchase price allocations, consolidations, eliminations, and post M&amp;A financial reporting and systems support is desirable</li><li>Exposure to transfer pricing and different tax regimes across US, Europe, and Asia is desirable</li><li>Excellent analytical, organizational, and problem-solving skills</li><li>Strong written and verbal communication skills</li></ul>

International Controller

JOB MISSION We are looking for a Financial Controller, Wealth Management for Alvarium's international business. Reporting to the CFO Wealth Management and International, the role has two direct reports and will lead financial control for Alvarium’s wealth management business outside of the USA (International). This is a business with current Assets Under Management (AUM) of £7.9bn and 250 employees. This individual will have a leadership role on the combined Company’s Global Finance Team, and will be involved in all finance related activities for the International Wealth Management business. The role will interface with numerous internal and external teams and will advise the Company on accounting, financial reporting and internal controls.The business is transitioning from a private to public ownership structure and, therefore, exposure to a US listed financials services business (from a London base) is highly desired.RESPONSIBILITIES<ul><li>The Financial Controller for the International Wealth Management business will have responsibility for the financial statements of our international Wealth Management businesses, including US GAAP basis financial statements within the Company's SEC financial statements (Forms 10-K and 10-Q) as well as UK GAAP/IFRS basis financial statements for statutory filings. </li><li>Manage the external audit process for the International Wealth Management business.</li><li>Manage staff accounting team within Wealth Management.</li><li>Analyze financial performance of the International Wealth Management Business, including historical analysis and live trends. </li><li>Work cross-functionally across the Company on accounting and SEC reporting matters for preparation and review of financial statements, footnote disclosures, MD&amp;A, and relevant disclosure checklists.</li><li>Develop and maintain effective internal controls in relation to the financial reporting process; proactively identify opportunities to enhance internal controls compliance under Sarbanes-Oxley (SOX) and continuously improve the efficiency of financial operations.</li><li>Partner with the Global and International Controllers on implementation and integration of a global ERP (Enterprise Resource Planning) system, MIS (Management Information System) and other financial reporting, operating and control systems for the international businesses. </li><li>Continually research and stay well-informed of US GAAP, UK GAAP and IFRS accounting standards, as well as SEC and other regulatory reporting requirements.</li><li>Perform technical accounting research and analysis for significant accounting policies, such as revenue recognition and capitalization/expense analysis, as well as for potential mergers/acquisitions, including purchase price allocations, goodwill, and intangible assets.</li><li>Collaborate with the Financial Planning &amp;Analysis team to assist with financial analysis, forecasting, and budgeting.</li><li>Assist in the preparation of presentation materials for the leadership team.</li></ul>QUALIFICATIONS AND COMPETENCIES<ul><li>Bachelor's degree in Accounting, Finance or Economics </li><li>ACA designation desirable</li><li>6-9 years of relevant accounting experience; audit experience is required (with preference for Big 4) as is experience auditing and/or preparing financial statements for a publicly traded company </li><li>Wealth management and/or asset management industry experience is preferred</li><li>Strong technical knowledge across either US GAAP, UK GAAP and/or IFRS accounting standards is required, experience across multiple accounting standards is highly desirable </li><li>Experience with SEC reporting requirements is highly desirable </li><li>Experience with the design, implementation, and testing of internal controls is required; experience with Sarbanes-Oxley is highly desirable</li><li>Highly proficient in Microsoft Excel and reporting software and systems, e.g., NetSuite, Hyperion, Oracle, or Sage; NetSuite experience is preferred</li><li>Exposure to acquisition accounting and integrations, purchase price allocations, consolidations, eliminations, and post M&amp;A financial reporting and systems support is desirable</li><li>Excellent analytical, organizational, and problem-solving skills</li><li>Strong written and verbal communication skills</li></ul>

Financial Controller, Wealth Management

Job DescriptionThe COO reports to the President of IWM and will support him in overseeing several front office functions and strategic initiatives, as well as heading multiple back office / operations functions for the firm’s Wealth Management affiliates globally. Your Role•	Support the President in with the formulation of strategic initiatives and then managing the execution and end-to-end delivery across all areas of the business.•	Oversight of the Division’s operational structure, including the array of offices, continually searching for opportunities to realize efficiencies and reduce costs in the back and middle office.•	In partnership with central group functions, manage Accounting, Treasury, Financial Reporting, Compliance, Client Services, Technology and Office Management functions within our Wealth Management Division.•	Act as central point of communication between the President, the Wealth Management Division, our Asset Management Division and our central group functions.•	Lead the integration of the International Wealth Management division with respect to Global Wealth Management.•	Accounting Responsibilities include •	Working with Divisional and local affiliate finance directors to ensure that the Division has both resources and technology in place to satisfy local and SEC accounting requirements •	Oversight of accounting implications of all business decisions •	Local treasury and cash management with the finance partner•	Supported by Group Finance, monitoring of client receivables and vendor payables•	Reviewing accounting entries made by local and Divisional accounting teams•	Oversight of audit process at Divisional and local level•	Financial Reporting responsibilities include •	Working with Group level and Divisional financial reporting teams to prepare monthly financial statements for the Wealth Management Division•	Directing the budgeting process for all Wealth Management affiliates•	Working with Group, Divisional and local finance teams to prepare updated Income Statement and cash forecasts on a monthly basis•	Compliance responsibilities include: •	Working with compliance team to ensure maintenance of compliance program•	Ensuring that each affiliate/jurisdiction has the appropriate compliance resources in place to satisfy local (and SEC) regulatory requirements•	Working with local compliance teams to ensure filing of all necessary regulatory documents on a timely basis•	Working with Divisional, Group and local compliance teams to harmonize and optimize all client take-on, suitability, KYC and AML documentation•	Working with CMO and Compliance to ensure that marketing materials and client communications meet regulatory requirements in each jurisdiction•	Human Resources responsibilities include:•	Working with HR team to input on divisional considerations for global employee policies and procedures•	Working with HR team to co-ordinate hiring throughout the Division•	Working with HR Team to co-ordinate the annual evaluation process for all divisional employees •	Other Operational responsibilities include: •	Working with the data operations team to ensure to ensure that the division has adequate portfolio reporting technology and resources available to satisfy its clients’ needs, as well as provide the business intelligence requested by central functions•	Ensuring that the division has the optimal mix of Portfolio Management and Client Service resources to be able to attend to its internal and external clients’ needs•	Liaising with the Office of the Chief Investment Officer and the Global Wealth Management Committee to ensure that the Division is providing the necessary operational support for the divisional leaders to be able to realize their objectives•	Together with the Co-Heads of the International Wealth Management Division, leading the Divisional strategy and ensuring that the Division is well placed from an operational perspective to realize these strategic goals•	Working with the Divisional and Group CTO and IT function to ensure that the Division has the systems and IT infrastructure to support its operations and growth as well as to satisfy all internal and external reporting requirements and business intelligenceQualifications/Experience •	Must be a self-starter, be able to work independently, have a strong sense of urgency and proactively follow-up•	10 years of experience running operations for a Wealth Management Firm or similar Financial Services business with a presence in multiple jurisdictions•	Experience managing multi-functional, multi-person and multi-jurisdictional teams•	Experience with regulatory and compliance requirements for Wealth Management firms or similar Financial Services business in multiple jurisdictions•	CFA preferred•	Experience with Financial Accounting and Reporting•	Strong computer skills•	Excellent interpersonal skills – team player, able to forge relationships, build consensus and influence decisions•	Ability to handle multiple tasks and meet deadlines•	Strong organizational skills•	Strong presentation skills•	Strong attention to detail•	Concise written and communication skills•	Risk and control focused individual with excellent judgment•	Experience with various custodian platformsApplications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

International Wealth COO

This role is as a member of our client accounting team. The main duties are split between recurring and special project work:<ul><li>recording financial transactions for personal clients, client companies and trusts, ensuring all financial records are fully maintained and updated</li><li>generation of accurate online client payments, performing bank reconciliations ensuring that bank accounts are appropriately funded to meet expenditure and liaison with client/client staff in relation to this </li><li>collation of data for client payrolls, review of processed payrolls and submission of pension contribution data, plus collation of data for client staff benefits for year-end P11D returns </li><li>scrutinise, analyse, and investigate expenditure and income</li><li>generation and submission of client VAT returns or subject to experience, assisting with generation and submission of client VAT returns </li><li>assisting with the generation of budgets, periodic management/client reports and dealing with ad hoc accounting requests</li><li>assisting with generation of year-end accounts and related compliance (statutory accounts and corporate tax returns) </li><li>collation and input of data for personal tax returns, complex and detailed long-term cash flow forecasts which can adapt to changes in assumed business performance, tax environment, economic outlook and special projects and property transactions </li><li>developing models for complex financial transactions with changing assumptions </li><li>linking Excel outputs to PowerPoint presentations to automate reporting </li></ul>Skills and Qualifications:<ul><li>Preferably qualified member with ACA or ACCA but other experience will be considered</li><li>Strong attention to detail, methodical and organised approach to all matters </li><li>Ability to work under pressure and to meet tight deadlines </li><li>Service oriented, diplomatic, responsive to client requirements at short notice</li><li>Excellent communication skills, written and verbal </li><li>Microsoft Office knowledge is essential, particularly an advanced level of MS Excel </li><li>Xero Viewpoint experience an added advantage</li></ul>

Client Accountant, Private Office

RESPONSIBILITIESThe role will support the Company’s financial forecast and budgeting process, financial modelling and development of key analytics of the Company to guide strategy and business decision making. Other strategic work will include, but not limited to, preparation of Board Presentations, Executive Committee presentations and communications with external parties including Investors, Banks Rating Agencies and Regulatory Authorities. The role will additionally provide critical support on merger and acquisitions, capital market transactions and special projects.<ul><li>Partner closely with Alvarium and Alti HoldCo Finance, Business leads and Executive leadership to provide business analytics and timely forecasts to determine current and future financial performance</li><li>Produce financial models to project near term and long-term growth with key business drivers</li><li>Assist in the implementation and ongoing rolling forecast process supporting the quarterly earnings guidance to the investor community</li><li>Proactively provide actionable insights on the current and future state of the business.</li><li>Prepare Board decks and presentations to summarize financial outlook and recommendations</li><li>Support the roll-out of a new ERP (Enterprise Resource Planning) system and help create and implement the Planning and Analysis module</li><li>Work collaboratively with both Alvarium and Alti HoldCo Finance to review monthly financial reporting</li><li>performance and drive timely reporting</li><li>Provide advisory guidance to streamline, standardize and improve the operating environment Company wide</li></ul>QUALIFICATIONS AND COMPETENCIES<ul><li>Essential 10-15 years of relevant financial planning and analysis experience</li><li>Experience working with complex group consolidation models under UK/US GAAP/IFRS</li><li>Bachelor’s degree in Accounting, Finance or Economics </li><li>Practice Trained ACA or ACCA Qualified Accountant (preferably Big 4 experience)</li><li>Financial Services experience is highly desirable, especially within a complex global organization</li><li>Experience working in and developing a financial planning &amp; analysis </li><li>Experience preparing timely Board decks and other external Presentations to a high degree of accuracy </li><li>Proficiency with reporting software and systems, e.g., NetSuite, Hyperion, and experience in implementation of new ERP systems </li><li>Ability to efficiently drive and complete multiple workstreams and re-prioritize effectively</li><li>Excellent analytical, organizational, and complex problem-solving skills </li><li>Excellent written and verbal communication skills </li><li>Expert user in Microsoft Excel and PowerPoint </li><li>Critical attention to detail and highly organized </li><li>Highly motivated, self-confident and pro-active individual </li></ul>

FP&A and Consolidation Manager

Are you legally authorized to work in the United States?

Do you currently live within commuting distance of Miami, FL?

The individual in this key role will provide a wide range of administrative and client-related support for Alvarium’s Miami-based Investment Advisory team.What you will do as a Team Assistant:•	Provide general and administrative support for the Miami office including:	Telephone reception/greeting of office guests	Daily maintenance of office facilities (kitchen, conference rooms, etc.)	Calendar management/coordination of meetings	Assistance with expense reporting for the team using the company’s Expensify software	Coordination of travel reservations for Miami staff and clients	Sorting and distributing incoming mail	Collation/printing/binding of client reports	Occasional performance of out-of-office errands•	Serve as Office Manager and act as primary liaison to office building management company•	Assist with prospect and client calls, schedule client-related appointments as needed•	Assist clients with activities concerning their custodian accounts•	Provide support relating to client investments in alternatives (hedge funds, private equity, etc.)•	Project management/ad hoc service requestsQualifications and Competencies:•	Bachelor's Degree•	Experience in a client-facing support role a plus (particularly within the financial services industry)•	Superlative organizational skills and attention to detail•	Follow-through and deadline driven•	Superior interpersonal skills and professional presence; ability to quickly build and maintain credibility with clients and among internal stakeholders•	Self-motivated; ability to take initiative and be comfortable working on and prioritizing multiple projects•	Excellent analytical, reasoning, communication and problem-solving skills•	Proficiency with Microsoft Office applications•	Fluency or strong proficiency in Spanish required

Team Assistant

Role<ul><li>The role is a coordinating function between the investment, relationship management and operational activities for the team.</li><li>Responsible for building strong long-term relationships with the team’s clients (UHNW individuals, family offices and semi-institutional clients) by providing an excellent client experience on a day-to-day basis.</li><li>Ensuring that incoming client requests to the team are dealt with promptly and through close coordination with relationship managers and investment professional.</li><li>Main client contact is over email and telephone but also through meetings in person or over videoconference.</li><li>Building close relationships with and understanding the role of the relevant Alvarium internal stakeholders.</li><li>Be a key liaison with custodian banks with regard to account-opening processes for clients, taking account of the custodian specific and local regulatory requirements.</li><li>Supporting relationship managers with KYC information gathering where required and updating documents when needed in liaison with custodian banks.</li><li>Ensuring close follow-up of documentation requirements (KYC and investment suitability /appropriateness information) by contacting clients in coordination with the relationship managers.</li><li>Assisting the team with trade order input to custodian banks, cash management and monitoring of trade settlement, as well as liaising with clients and custodians in relation to client payment requests.</li><li>Supporting relationship managers and investment professionals with the preparation of client portfolio reviews and investment proposals / marketing presentations.</li><li>Assisting with administrative tasks where required.</li></ul>Qualifications<ul><li>Experience of working in private wealth management or similar for an FCA regulated business would be advantageous; </li><li>Highly numerate with good communication skills, both written and verbal; </li><li>Good technology skills (knowledge of Excel, Multrees Compass, Morningstar, Bloomberg and Addepar advantageous).</li><li>Practical, collaborative and 'can-do' approach.</li><li>Effective self-management and time management skills including the ability quickly to adapt to change; </li><li>Dynamic and detail oriented with a willingness to see jobs right through to completion. </li></ul>

Associate, Client Experience Manager

RESPONSIBILITIES<ul><li>Supporting the investment directors of the firm’s UK discretionary investment management division (UK DIM) in a range of administrative duties;</li><li>Liaising extensively with our custodian Multrees in Edinburgh</li><li>Supervising the preparation and review of monthly and quarterly client valuations to meet timing deadlines;</li><li>Preparing, coordinating and delivering bespoke client valuations and reports; </li><li>Inputting financial transactions and cash transfers to/from client investment portfolios for ratification by the investment directors;</li><li>Developing good working relationships with the firm’s internal Compliance, Finance and Legal personnel and with other UK DIM personnel;</li><li>Assisting with client ‘on boarding’, KYC and collating information to ensure accurate ongoing record keeping;</li></ul>QUALIFICATIONS AND COMPETENCIES<ul><li>Experience of working in private wealth management or similar for an FCA regulated business would be advantageous; </li><li>Highly numerate with good communication skills, both written and verbal; </li><li>Good technology skills (knowledge of Excel, Multrees Compass, Morningstar, Bloomberg and Addepar advantageous).</li><li>Practical, collaborative and 'can-do' approach.</li><li>Effective self-management and time management skills including the ability quickly to adapt to change; </li><li>Dynamic and detail oriented with a willingness to see jobs right through to completion. </li></ul>

Analyst, Investment Advisory 

Role and Responsibilities<ul><li>To assist the Management Team of our Private Client team.</li><li>To manage a varied portfolio of client structures holding a range of assets which may include real estate, investments, or other trading assets.</li><li>To provide support and supervision to our team of administrators in their day-to-day work and for their development.</li><li>To work closely with our client accounting, tax, compliance and statutory teams to ensure that all matters relating to our clients are addressed on a timely basis.</li><li>To continue to develop all aspects of client management including: Corporate Governance, Compliance, Banking and Client relations.</li></ul>Key Skills &amp; Experience<ul><li>A minimum of 5 years’ experience in the Trust and Company services sector.</li><li>Ideally a holder of a relevant qualification i.e. STEP, ICSA.</li><li>Excellent organisational and time management skills.</li><li>A professional manner, demonstrating good interpersonal skills.</li><li>The ability to work well under pressure and to respond to clients' needs as they arise.</li><li>The ability to produce work with a high level of accuracy and attention to detail with a methodical and organised approach to all matters.</li><li>An interest in financial services and business development.</li><li>Excellent communication skills, written and verbal</li><li>A positive approach with enthusiasm towards personal development and the desire to take on responsibility.</li><li>Good team player</li></ul>

Client Services Administrator, Family Office

JOB MISSION Alvarium is expanding its global co-investment offering through the launch of a formal co-investment programme, focused on sourcing growth and high growth private market investments in the areas of technology, innovation, and digitalisation. We will partner with leading sponsors, across several geographic regions and sectors, to access off-market deal flow on behalf of our clients and investors, leveraging the unparalleled network and access that AlTi has in this market. With an established investment committee across 5 regions, we are looking to bring on board someone to lead the deal sourcing, execution, and portfolio management efforts in Europe (inc UK).YOUR ROLE•	We are looking for a Director in our Co-Investment business, with responsibilities across origination, diligence, execution, and portfolio management, principally in Europe although the role allows for global exposure as well. •	The role would require taking the UK/European lead for the wider co-investment group, as well as working alongside the other leads in other geographies.•	The Alvarium co-investment business is focused on sourcing opportunities for our clients to invest through a recurring vintage programme in growth and high growth private market opportunities across technology and innovation and accordingly, the ideal candidate would have in depth knowledge and experience in this area of the market.•	Our co-investment programme is relatively nascent and as such, requires someone with an entrepreneurial spirit who can take the initiative on building out their own part of the business and proactively sourcing ideas as well as investment capital.•	The role would have dedicated resource to assist in analysis and other work around deal flow and pipeline management, as well as being able to leverage a wider AlTi group for additional resource.•	This role would offer the individual an exciting mix of first-hand interactions with founders and GPs, as well as investors. The ideal candidate would need to have strong interpersonal skills and the ability to communicate their investment thesis and views to a wide-ranging audience.QUALIFICATIONS AND COMPETENCIES•	+10 years’ experience in private markets, primarily on the investment/execution side•	Previous track record of leading investment or co-investment in the areas of technology and innovation•	Strong communication skills•	Willing to lead a small team but also operate as part of a wider global investment group•	Self-starter who wants to play a role on building out a business from early stages

Merchant Banking Co-Invest Director

ROLE•	Timely processing of Accounts Payable invoices and staff expenses.•	Preparing weekly payment runs across all UK entities and uploading to the bank•	First point of contact for dealing with supplier invoice and payment queries•	Liaising with internal stakeholders over queries on expenses and invoices•	Managing the Finance Inbox ensuring all items are dealt with or escalated•	Assisting in the management of company credit cards•	Raising of Sales invoices•	Reporting of weekly cash balances across the group•	Any other ad hoc requestsQUALIFICATIONS AND COMPETENCIES•	Excel proficient – VLOOKUP’s/pivot tables/basic formulae•	Strong communication skills•	Attention to detail•	Time management and organisational skills•	Enthusiastic•	ProactiveDesirable experience:•	Knowledge of banking systems - RBS Bankline•	Knowledge of accounting systems – SAGE•	Experience with Accounts Payable•	Studying towards a finance qualification

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