At a Glance
- Tasks: Lead the replacement of investment management systems and support vendor selection.
- Company: Major UK institutional investor with a focus on innovative investment solutions.
- Benefits: Competitive daily rate, hybrid working, and potential for contract extension.
- Other info: Ideal for senior professionals seeking to drive change in a collaborative environment.
- Why this job: Join a dynamic team and make a significant impact in the buy-side derivatives space.
- Qualifications: Experience in investment systems, derivatives knowledge, and strong stakeholder engagement skills.
The predicted salary is between 70000 - 90000 £ per year.
I am looking for an experienced Investment Systems BA/PM for a major platform replacement programme with a large UK institutional investor/asset owner. This is a derivatives-heavy role, supporting the replacement of an existing investment management system and helping the client move through RFI/RFP, vendor selection and implementation planning.
The role will sit across Front Office, Operations, Risk, Performance and senior investment stakeholders, so the successful contractor needs to be credible with the business at product level, not just someone who has managed a systems project.
Key areas of focus will include:
- OMS / IMS / PMS replacement or implementation
- Derivatives workflows and product coverage
- Overlays, FX forwards, FX options, equity futures and total return swaps
- Collateral, margining, valuations, exposures and Greeks
- Front-to-back investment workflows
- Interfaces, data flows and downstream systems
- Vendor selection, RFI/RFP support and implementation planning
- Working with senior investment, risk and operational stakeholders
This is best suited to a senior Investment Systems BA, BA/PM or implementation consultant with strong buy-side experience and a genuine understanding of derivatives and front-to-back operating models. Experience with platforms such as Bloomberg AIM, Enfusion, Limina, Aladdin, Charles River, SimCorp, ThinkFolio, Eze or similar would be highly relevant.
Contract: 6 months initial, with a likely longer programme beyond this.
IR35: Outside IR35
Working pattern: Hybrid / London
Rate: c. £750 - £800/day depending on experience.
Please get in touch if you have delivered an investment platform change in a buy-side environment with heavy Derivatives exposure and understanding, and can operate across both business analysis and light-touch project management.
OMS/PMS PM/BA - Buy-Side Derivatives / TOM / Vendor Selection in London employer: Bowers Partnership
Join a leading UK institutional investor where your expertise in investment systems will be valued and rewarded. With a strong focus on employee growth, we offer a collaborative work culture that encourages innovation and professional development. Enjoy the flexibility of a hybrid working model in London, alongside competitive rates and the opportunity to make a significant impact on our investment management systems.
StudySmarter Expert Advice🤫
We think this is how you could land OMS/PMS PM/BA - Buy-Side Derivatives / TOM / Vendor Selection in London
✨Get Involved with Financial Forums
Join online investment and asset management forums like Investopedia or The Motley Fool where freelancers often share insights and opportunities. Engaging in discussions can help you catch the eye of potential clients looking for your expertise.
✨Showcase Your Skills with a Portfolio
Create a public portfolio that demonstrates your investment strategies, market analyses, and past successes. This not only showcases your knowledge but also builds credibility with potential clients who want to see proof of your capabilities.
✨Network at Local Finance Meetups
Attend local finance meetups or investment seminars in your area. These are perfect places to meet people in the industry, learn about freelance opportunities, and build connections with clients who may need your services.
✨Utilise Niche Platforms for Freelancers
Don't just stick to general freelance websites. Look for niche platforms tailored for finance and investment work. These platforms can connect you with clients specifically seeking your skills, making it easier to find freelance gigs that suit your expertise.
We think you need these skills to ace OMS/PMS PM/BA - Buy-Side Derivatives / TOM / Vendor Selection in London
Some tips for your application 🫡
Show Off Your Expertise:In the world of investment and asset management, your CV should highlight relevant experience and your understanding of financial markets. Make sure to include specific projects you've managed, any funds you've worked with, and the returns on investments you've achieved. This is your chance to show potential clients what you're capable of!
Craft a Compelling Proposal:As a freelancer, your application isn’t just a CV—it's also a proposal. Clearly outline your services, your approach to investment strategies, and how you can add value. Include any unique methodologies or insights that set you apart. Remember, concrete examples of past successes can really strengthen your case.
Include Relevant Certifications:In investment asset management, certifications like CFA or CAIA can make a big difference. If you have these or other relevant qualifications, flaunt them on your CV! It shows you're serious about your expertise and gives clients confidence in your abilities.
Availability and Rates Matter:Since you’re freelancing, be upfront about your availability and rates in your application. Clients want to know they'll get the time they need. We suggest including a brief outline of your hourly rate or project fees at the end of your proposal, so there are no surprises down the line. Don’t hesitate to apply through our website where we can connect you with opportunities!
How to prepare for a job interview at Bowers Partnership
✨Showcase Your Analytical Skills
In investment asset management, analytical skills are key. Be ready to discuss how you've tackled complex financial analyses or market research in the past. If you have any case studies or portfolios demonstrating your investment strategies, whip those out – they can really impress!
✨Pitch Like a Pro
As a freelancer, you want to sell yourself and your services effectively. Prepare a concise pitch that outlines your unique strengths and the value you bring to the table. Tailor your messaging to how it aligns with the specific needs of Bowers Partnership – they're looking for someone who not only knows their stuff but fits their approach too.
✨Be Ready for Technical Questions
Expect some tough nuts to crack! You might face technical questions on financial modelling, risk assessment, or specific investment vehicles. Brush up on current market trends and how they could affect portfolio performance. This shows you're not just a numbers person; you're someone who is on top of the game.
✨Understand Your Worth
Freelancing means you’ll likely have to discuss rates. Before your chat with Bowers Partnership, research industry standards for freelance asset managers. Be ready to articulate why your experience and expertise justify your rates – confidence here is key!
