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)

RESPONSIBILITIES<ul><li>Provide advice on tax implications of group structures across multi jurisdictions including acquisitions, transactions, disposals and restructuring</li><li>Provide advice on complex tax transactions including deferred tax and corporation tax</li><li>Provide advice to the business regarding the tax implications of relevant tax legislation and raise awareness of tax to senior management</li><li>Prepare accounts and Corporation Tax returns, and oversee VAT returns submissions</li><li>Prepare Tax memos</li><li>Manage external tax authorities, audits, and external advisors as required</li></ul>QUALIFICATIONS AND COMPETENCIES<ul><li>5-7 years’ relevant tax experience, preferably within a complex global Financial Services organisation</li><li>Practice Trained CTA qualified, with preference for Big 4/6 experience</li><li>UK and US GAAP knowledge</li><li>Strong knowledge of CFC and aggregation of gains rules</li><li>Experience with complex group structures across multi jurisdictions</li><li>Experience with complex tax transactions (Deferred tax, Corporation tax, indirect tax)</li><li>Experience with tax structuring (asset management/real estate experience preferable)</li><li>Experience preparing timely tax memos to a high degree of accuracy </li><li>Ability to efficiently drive and complete multiple workstreams and re-prioritise effectively</li><li>Excellent analytical, organisational, 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 organised</li><li>Highly motivated, self-confident and pro-active individual </li></ul>

Tax Manager (Corporate Finance)

The 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 creating a central Risk &amp; Reporting function as part of this new focus. Investment Data &amp; Performance will form part of this function. This team will:1.	Manage all datapoints that drive regular client reporting in Addepar and, in time, analytics in Jacobi2.	Assume responsibility for the validation of multi-asset class performance and subsequent client reporting generation3.	Contribute to projects related to investment performance across both platforms, as well as process automationThe Analyst will be responsible for performing a variety of functions associated with the maintenance of all investment accounting data in Addepar (account ownership structure setup, transactions booking, valuations booking, attribute and price management, as well as automated data feed reconciliation) and contribute to the build-out of automated workflows to better support these data. The initial focus will be to support all Reporting and Portfolio Management data and performance needs for a sub-set of Investment Advisory teams in two locations (London and Lugano). As the team grows in scope and size, the Analyst may also contribute to data related to Investment Advisory teams in other locations as well as data / processes held in Jacobi and other systems.The role will combine portfolio accounting data management with an understanding of performance measurement. The successful candidate(s) will support entities in London and Lugano. The role also requires a strong understanding of multi-asset class, multi-currency investment management portfolio analytics and performance measurement.You 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.YOUR ROLE<ul><li>Assume responsibility for the validation of multi-asset class performance and generation of regular client reports</li><li>Ensure investment data integrity and compliance by performing data cleansing, audit and validation, and recommend ways to strengthen data integrity, quality and availability across the enterprise</li><li>Ensure investment data updates and issues are dealt with in a timely and accurate manner to support regular reporting and portfolio management workflows</li><li>Establish audit, documentation, governance and integrity routines to maintain the quality of investment data and performance validation</li><li>Contribute to projects related to investment performance across both platforms, as well as process automation</li></ul>QUALIFICATIONS AND COMPETENCIESKey Competencies:<ul><li>Minimum 2-3 years prior experience within the wealth and/or asset management sector, experience in the UHNW multi-family office space a plus. Experience of multi-jurisdictional wealth management organisations an advantage </li><li>Excellent academic credentials with a good undergraduate degree with finance / economics / science focus (minimum 2.1)</li><li>Understanding of investment performance and attribution, and a thorough understanding of performance measurement techniques</li><li>Ability to answer core questions and troubleshoot problems related to performance / P&amp;L reconciliation across TWR and IRR calculations</li><li>Knowledge of both fund and investment accounting for marketable and alternative securities</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>Good interpersonal skills (verbal and written) in English and Spanish. Other European languages (especially Portuguese) an advantage </li><li>Highly proficient in Microsoft Office Suite (especially advanced Excel, Power Point)</li></ul>Advantageous Competencies:<ul><li>CIPM / studying towards CIPM a considerable advantage</li><li>Experience in databases and SQL, with knowledge of analytical SQL functions an advantage</li><li>Experience using business intelligence tools, especially Power BI an advantage</li><li>Experience using Addepar and/or Jacobi a considerable bonus</li><li>Experience working with REST APIs an advantage</li></ul>

Investment Data & Performance Analyst

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

JOB MISSIONThis is an exciting opportunity for a technically strong candidate to work within a multinational company. You will have oversight of the International Wealth Management division (ex US) of the multi-family office focussing on the retail investment advisory division which manages ultra-high net worth client accounts on a discretionary and advisory basis. YOUR ROLE•	Oversight of the International Wealth Management Compliance Team (excluding the US) •	Ensure that the Compliance Monitoring Programme is standardised across the division•	Ensure that appropriate Compliance Monitoring, including client file reviews, is undertaken on a timely basis across the division•	Prepare and deliver quarterly compliance reports as appropriate to the boards •	Work with the business to resolve any issues identified•	Ensuring regulatory changes are tracked, policies, procedures and compliance monitoring are appropriately amended•	Working closely with senior management •	Working with members of the Compliance Team as necessary including on special projects•	Responsibility for monitoring the regulatory environment to keep abreast of current legislation, key regulatory initiatives and future developments and interpret the impact on the business area•	Promoting good lines of communication to encourage staff to report compliance issues or potential concerns•	Overseeing the investigation of customer complaints.•	Review the assessment of procedures and controls to identify risks to firms’ and regulators’ requirements•	Understanding how current procedures are designed to reduce identified risks•	Ensure required regulatory filings are submitted•	Ensure appropriate compliance and awareness training is delivered across the division•	Oversight of SMCR and training and competence across the divisionQUALIFICATIONS AND COMPETENCIES•	Previous experience of overseeing an International Wealth Management Compliance Team•	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 a busy environment•	Ability to communicate effectively with people at all levels of seniority•	Highly organised and able to work in complex situations•	Excellent attention to detail, conscientious, diligent and proactive•	Strong interpersonal skills (verbal and written communication) and able to work across cultures•	Ability to multi-task and a proven ability to work unsupervised and operate with a high degree of autonomy

International Wealth Management 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 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

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>

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