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

Job DescriptionAlvarium Securities is seeking a dedicated and exceptionally talented candidate to join as an analyst. This position will be an essential member of the team and will have exposure to all elements of the business and the corporate transactions being executed. We are looking for an entrepreneurial individual who is collaborative, confident, and driven to provide a best-in-class service to clients. The ideal candidate will be a “self-starter” with a high degree of initiative: the role offers the ability for an accomplished and dynamic candidate to accelerate their career through progressive levels.This role reports jointly to Corporate Strategy and Corporate Finance. Key Responsibilities•	Conducting due diligence for potential and pre-existing closed-ended funds; including peer group analysis, review of underlying portfolio assets and participating in management due diligence meetings•	Performing SWOT analyses on new asset classes and potential investment opportunities•	Tracking industry statistics and maintaining internal databases including deal flow, deal KPIs, and trading metrics•	Drafting investment materials and update materials for Boards and Managers including; portfolio reviews, operational updates, and undertaking financial modelling and valuation •	Managing transaction processes, including co-ordinating third party advisory groups, drafting key documentation, and running execution timelines Qualifications•	Well organised self-starter, able to manage multiple projects within defined deadlines in a collaborative fashion, while also working independently•	High level of attention to detail and accountability with an ability to synthesise and structure multiple sources of information •	Comfortable in a dynamic environment that values hard work, initiative, and creativity •	Strong mathematical and quantitative understanding, analytical skills, and excellent verbal/written communication abilities•	Team player with strong commercial judgement, able to act with maturity, integrity, and engage with senior stakeholders

Analyst - Alvarium Securities

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

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

This is an exciting opportunity for a technically strong candidate to work within Alvarium Investment Advisors (France). You will initially be hired as the Compliance Officer reporting to the Head of Compliance and Internal Controls (RCCI). Once the RCCI card is obtained from the AMF, you will assume the role. YOUR ROLE•	Create the annual plan for permanent and periodic controls•	Undertake the permanent controls plan •	Evaluate the compliance of procedures, policies, agreements and contracts, and commercial documents•	Regularly update procedures and policies•	Communicating with the supervisory authorities and guaranteeing the reliability, integrity and consistency of the information transmitted•	Input into the monitoring programme including local risk assessment and liaise closely with the International Compliance Monitoring Team•	Undertake regulatory horizon scanning, analyse and assess regulatory change, liaising with the Business to amend internal tools and procedures•	Analysis of incidents and defining the corrective measures•	Undertake training and raise staff awareness of risk management•	Advise and assist operational staff on compliance issues •	Ensuring regular reporting to the company's management•	Work in liaison with the Chief Compliance Officer, the Head of International Wealth Management Compliance, the Risk Director, the Head of International Compliance MonitoringQUALIFICATIONS AND COMPETENCIES•	The candidate must have a minimum of 5 years' experience in an asset management company, the AMF, or an external consultancy/audit firm working with asset management companies.•	The candidate has a good knowledge of the regulations applicable to management companies (AIFM, UCITS, MIFID2, SFDR, RGPD, FATCA, etc.).•	Fluency in English is essential.•	The candidate must have excellent interpersonal, writing and analytical skills and enjoys working in a team environment. •	Experience of international wealth management would be desirable.•	Knowledge of Swiss and/or Portuguese and/or Italian financial services regulations would be an advantage.

Compliance Officer, Paris

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•	Knowledge of accounting systems – SAGE•	Experience with Accounts Payable•	Studying towards a finance qualification

Assistant, Finance Services

Your Role Alvarium is looking for an Associate to join the Merchant Banking division. The successful candidate will take responsibility for supporting the deal team on each deal, providing analytical and execution support as well as some administrative reporting around each deal. An associate is also expected to participate in management and investor meetings on an ad hoc basis. As an Associate you will be responsible for leading on some smaller projects while also providing support to MD and Director led projects as required.The candidate would work across M&amp;A, private placement and (to a lesser extent) co-investment deals on an ongoing basis and would be expected to apply their skillset to each type of mandate. The Merchant Banking division is a fast-paced environment with several projects often running in parallel and to strict deadlines, thus this role requires someone who is a willing and able multi-tasker. The successful candidate will also be a self-starter who leads by example – for the right candidate, this role has significant evolutionary potential.Your Role•	Assist the team on preparation of financial models, pitch decks, presentations and teasers•	Carry out analytical work on companies/industries as required for any pitch, or on ad hoc basis•	Work with other associates and MDs to support them in the project process as required, likely across a number of projects at the same time•	Work with compliance team to manage approvals of documentation•	Maintain Projects database for own deals and ensure it is always up to date•	Assist the team in writing up meeting notes, pre and post meeting as required•	Manage status reports of investor outreach on each dealQUALIFICATIONS AND COMPETENCIES•	Excellent academic credentials with a good undergraduate degree (min 2.1). A degree with a finance / economics focus would be preferable•	Minimum 1-2 years’ experience at a financial institution (bank, PE, VC)•	Knowledge of market leading applications (inc Cap IQ, Pitchbook)•	Highly proficient in Microsoft Office Suite (especially advanced Excel, Power Point)•	Intellectual curiosity to evaluate and drive change and an appetite for continuous improvement •	Ability to communicate effectively cross-functionally with people at all levels of seniority•	Excellent numeracy and statistical skills •	Ability to work independently and under pressure •	Must be highly organised and able to work to tight deadlines •	Excellent attention to detail and a high degree of professionalism / initiative •	Excellent interpersonal skills (verbal and written communication) in English. Another European language would be an advantage

Merchant Banking Associate

Job MissionTiedemann Constantia is seeking a Portfolio Manager within the Investment Advisory division and will be based in the group’s Zurich office. Our team in Zurich consists of five. You will be responsible for, among other things, supporting the group’s portfolio management and reporting activities, including analyzing client financial and asset status, determining client investment objectives, build and maintaining portfolios to meet those objectives, producing detailed financial reports illustrating performance and effectively communicating with both clients and internal stakeholders. This role is central to the success of our business!Your Role•	Build individual portfolios in a creative and thoughtful way based on client needs, in line with house view and using available investment products on the platform•	Monitor and maintain portfolios in line with Investment Group output and our Impact strategies•	Act as a point of contact for performance-related questions, concerns and issues from clients•	Partner with business development colleagues in client pitches•	Develop market, product and client research•	Participate in preparation of presentation materials for both existing and prospective clients•	Analyse investment performance of designated accounts and third-party portfolio managers utilized within the group’s Investment Advisory division•	Maintenance of trade blotter for client portfolios•	Complete ad hoc projects as assignedQualifications •	CFA preferable•	Minimum 3 years Portfolio Management experience in a recognised financial institution•	Interest in the areas of asset allocation, investment analytics and performance calculations/methodologies•	Ability to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centred focus•	Advanced analytical, quantitative and problem-solving skills•	Excellent attention to detail•	Strong initiative and desire to learn, excellent team working skills and dedication to partnership and successApplications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Client Services Administrator, Family Office

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