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Join mentis as an AI Resident in our Wealth Management department, where you will have the opportunity to work at the intersection of finance and artificial intelligence. This innovative role is designed for individuals passionate about leveraging AI to enhance financial strategies and client experiences. You will collaborate with experts in the field, engage in hands-on projects, and contribute to the development of cutting-edge AI solutions tailored to wealth management.
mentis is a forward-thinking financial services firm based in London, committed to integrating technology and finance. With a focus on innovation and client-centric solutions, we strive to redefine wealth management for our clients through the use of advanced analytical tools and AI technologies.
Join mentis as an AI Resident in our Wealth Management department, where you will have the opportunity to work at the intersection of finance and artificial intelligence. This innovative role is designed for individuals passionate about leveraging AI to enhance financial strategies and client experiences. You will collaborate with experts in the field, engage in hands-on projects, and contribute to the development of cutting-edge AI solutions tailored to wealth management.
About Us Mentis AI operates at the exciting intersection of institutional investment expertise and cutting-edge AI technologies. Our team merges extensive asset management experience from prestigious firms like Lazard and Partners Group with advanced machine learning and AI research. With offices in London and San Francisco, we partner with leading AI laboratories to enhance model reasoning, generalization, and decision-making in high-stakes financial scenarios.The Opportunity We invite senior research analysts and portfolio managers to join our AI Residency program. This part-time opportunity offers invaluable exposure to the transformative role of AI in your field, allowing you to gain practical experience with advanced AI systems.Your Responsibilities:Prompt Development: Create and refine realistic prompts that could be utilized by junior analysts to evaluate the relevance and quality of AI-generated insights.Human vs. Machine Evaluation: Methodically assess the differences between professional investment reasoning and AI outputs across equities, fixed income, and multi-asset contexts.Framework Design: Adapt the methodologies employed by institutional investors for security evaluation, portfolio construction, and risk management into challenges that stretch the capabilities of AI reasoning.Benchmark Construction: Develop and validate real-world investment cases and frameworks for securities analysis and portfolio management that can be used to evaluate frontier AI systems.Why This Experience MattersGain hands-on exposure to how AI is revolutionizing investment workflows, from fundamental research and portfolio construction to client interactions and risk attribution.Be among the first institutional investment professionals to directly engage with how frontier AI models interpret public markets and portfolio management.Your Profile4+ years of experience with a leading long-only institutional manager (e.g., BlackRock, Vanguard, Fidelity, Capital Group, T. Rowe Price, Wellington, PIMCO, MFS, Neuberger Berman, Jennison, Artisan Partners).Positioned at the level of Senior Research Analyst or Portfolio Manager.In-depth expertise in equities, fixed income, or multi-asset portfolio management.Proficient in conducting fundamental analysis, writing investment reports, and managing portfolio strategies.
About NOVA Wealth:NOVA Wealth is an innovative startup determined to revolutionize financial advice delivery in the UK. Our commitment to a customer-centric approach is fundamental to every client interaction. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing daily administrative tasks.Our mission is to transform the financial advice landscape, yielding better customer outcomes at a reduced cost for a broader audience. With customer-focused advisers supported by our cutting-edge Lifeline technology, we enable our clients to make informed financial decisions and pursue their dream lives.Role Overview:We are looking for a dynamic Finance Lead who will take complete ownership of our financial operations. This position goes beyond basic bookkeeping; we need a visionary builder. You will design and establish our financial framework as we expand from approximately 100 employees towards our significant growth objectives.As our inaugural full-time Finance Lead, you will connect meticulous operational tasks (such as bookkeeping, payroll, and compliance) with high-level strategic initiatives. You will serve as a vital advisor to our leadership team, ensuring that our unit economics are solid, our growth trajectory is sustainable, and our financial data is always ready for investors.Key Responsibilities:Strategic Financial Partnership: Provide in-depth analyses on margins, CAC/LTV, business unit budget performance, and runway to guide important business decisions as an adviser to senior management.Operational Excellence: Oversee comprehensive financial operations including bookkeeping, preparation of management and statutory accounts, supplier payments, invoicing, and payroll for our team of about 100.System Building: Assess, implement, and refine a modern financial stack (ERP, expenses, payroll) capable of managing the intricacies of a fast-growing business.Fundraising & Investor Relations: Keep our cap table organized and lead financial due diligence preparations for future funding rounds and board reporting.Budgeting & Forecasting: Manage the company’s ongoing financial model, providing proactive scenario-based predictions.Compliance & Audit: Maintain full compliance with UK regulations, overseeing the annual audit process and tax-related matters (including R&D tax credits, EIS & EMI compliance).Qualifications:Professional Credentials: You are ACA, ACCA, or CIMA qualified with substantial post-qualification experience, preferably in a high-growth startup or scale-up environment.Experience: Proven track record in financial leadership roles, demonstrating strategic thinking and operational excellence.Technical Skills: Proficient in financial software and tools, with the ability to adapt to new technologies.Communication: Excellent communicator, capable of conveying complex financial concepts to non-financial stakeholders.
Are you a dynamic and detail-oriented Project Manager with a passion for Wealth and Asset Management? Join Capco, a leading global management consultancy, known for delivering innovative solutions and helping financial institutions navigate the complexities of their industries. We are seeking an experienced Project Manager to lead strategic initiatives and deliver exceptional value to our clients.
About Us Mentis AI operates at the dynamic intersection of institutional finance and cutting-edge AI technologies. Our diverse team, with backgrounds from top firms such as Lazard and Partners Group, brings together extensive financial services expertise and advanced machine learning research. We maintain a presence in both London and San Francisco, partnering with leading AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of models in critical financial scenarios.The Opportunity As AI becomes an integral part of venture capital processes—from deal sourcing to portfolio management—this residency offers a unique opportunity for venture capital professionals to gain hands-on experience in how sophisticated AI systems are developed, assessed, and refined within the context of early and growth-stage funding.In this role, you will:Construct Expert Benchmarks: Develop and validate investment memos, market analyses, and evaluation frameworks for assessing frontier AI systems.Stress-Test Model Reasoning: Identify and diagnose weaknesses in AI-generated analyses, pinpointing where logic and intuition may falter.Design Frameworks: Translate venture capital evaluation criteria into challenges that test AI reasoning capabilities across various investment stages and sectors.Compare Human vs. Machine Judgment: Systematically assess the differences between professional venture judgment and AI outputs in deal evaluation, term sheet structuring, and portfolio management contexts.Why This Experience Is ValuableBe among the pioneers in venture capital, directly engaging with how advanced AI models approach early-stage investment and founder assessment.Develop a distinctive profile at the crossroads of venture capital and AI, whether within a fund, an AI-focused company, or as an entrepreneur.Gain hands-on experience in how AI is transforming venture workflows, including sourcing, due diligence, investment memo preparation, board interactions, and portfolio oversight.Who You Are4+ years of experience in venture capital investing at a prestigious VC fund (e.g., Sequoia Capital, Andreessen Horowitz, Accel, Index Ventures, etc.).
NOVA Wealth
About NOVA:NOVA Wealth is an innovative startup dedicated to transforming financial advice delivery in the UK. We believe that a human adviser is essential to every client relationship, and by harnessing technology, we empower our advisers to enhance service levels while reducing administrative burdens.Our mission is to revolutionize the advice industry by providing superior customer outcomes at a lower cost, making quality financial guidance accessible to a broader audience. With our customer-focused advisers and cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to pursue their desired lifestyles.About the Role:At NOVA, we embrace a unique approach. We have eliminated lengthy, paper-based suitability reports, opting instead for a fully digital method of providing comprehensive, holistic advice.We are searching for visionary Partners (Financial Advisers) who are eager to challenge the status quo and strive for better client outcomes. We want our Partners to concentrate on client engagement rather than administrative tasks.This exciting role is perfect for self-motivated individuals who aspire to break away from traditional wealth management models and build their own client portfolios. You will play a pivotal role in our growth, helping individuals maximize their financial potential and reimagining the experience of receiving financial advice.Key Responsibilities: Developing new business opportunities by utilizing our integrated lead generation channels to create your own client base. Delivering holistic financial advice with a planning-oriented approach, identifying clients' unique financial needs and guiding them toward their ideal futures. Providing exceptional client service to foster lasting relationships with both mass affluent and high-net-worth clients.
About Us At Mentis AI, we operate at the dynamic intersection of institutional finance and cutting-edge AI technology. Our diverse team, comprising veterans from esteemed institutions like Lazard and Partners Group, leverages deep financial expertise with advanced machine learning and AI research. With our presence in both London and San Francisco, we collaborate with premier AI labs to revolutionize decision-making processes in high-stakes financial environments.The Opportunity In the face of AI's rapid integration into private credit workflows—from underwriting and credit approvals to documentation and portfolio management—this part-time residency program invites seasoned direct lending and private credit professionals. Join us for a hands-on experience in understanding how sophisticated AI systems are developed, assessed, and optimized within middle-market lending and credit fund operations.Your Responsibilities:Develop Expert Benchmarks: Create and validate practical credit analyses, underwriting scenarios, and portfolio monitoring frameworks essential for evaluating advanced AI systems.Evaluate Model Reasoning: Identify and address weaknesses in AI-generated credit assessments, focusing on logical inconsistencies and gaps in underwriting intuition.Framework Design: Convert the methodologies of credit professionals in evaluating borrowers and structuring deals into challenges that test AI's reasoning capabilities.Assess Human vs. AI Judgment: Conduct systematic comparisons of professional credit assessments and AI outputs across various credit scenarios.Why This Experience Matters:Be among the pioneering private credit professionals exploring how advanced AI models analyze credit underwriting and manage portfolios.Cultivate a unique profile at the crossroads of private credit and AI—ideal for careers in credit funds, AI firms, or entrepreneurial ventures.Gain firsthand experience in how AI transforms credit workflows—from underwriting to portfolio monitoring and beyond.
Adams Street Partners
Join our dynamic team at Adams Street Partners as an Associate in Wealth Management. In this pivotal role, you will assist in managing client portfolios, conducting market research, and providing key insights to optimize investment strategies. Your analytical skills will contribute to the development of tailored financial solutions for our clients, ensuring their financial goals are met.
Join our dynamic team at Capco as a Business Analyst in the Wealth & Asset Management sector. In this role, you will leverage your analytical skills to drive business outcomes and enhance client satisfaction. You will work closely with stakeholders to identify opportunities for improvement and implement solutions that align with our clients' strategic goals.
Join Wavestone as an Associate Partner in our Wealth Asset Management division, where you will play a pivotal role in guiding clients towards optimal financial solutions. Leverage your expertise in asset management to drive client success and foster strong relationships within our dynamic team.
Marcus Evans
Marcus Evans is a premier global business intelligence and event marketing organization, established in 1983, with a network of 49 offices across over 20 countries. Our headquarters are located in the UK, where we proudly rank among the top 20 companies for work/life balance.As a leading provider of exclusive high-level summits, we specialize in connecting sophisticated private wealth investors with exceptional opportunities in the private markets. Our events are tailored to meet the specific requirements of the private wealth management community, emphasizing single family offices, multi-family offices, and fee-only Registered Investment Advisors (RIAs). We are in search of a Content Manager to join our dynamic team. This individual will play a critical role in attracting high-level investment professionals to serve as speakers at our exclusive, invite-only private wealth management summits across North America. You will be responsible for identifying, engaging, and securing participation from Heads of Investments and other senior decision-makers within Limited Partnerships. Your contributions will significantly enhance the quality, prestige, and success of our events. You will report directly to the Director of Content Management based in our Barbados office. This position is located in our London office and requires onsite presence. Working hours are 12pm - 8pm (UK time).Key ResponsibilitiesConduct research and establish relationships with influential investment leaders in the Private Wealth sector.Articulate the value proposition of attending our alternative investment-focused events effectively.Perform in-depth desk and telephone research.Draft an investment-focused conference program.Proactively secure attendance from targeted speakers through outreach via calls, emails, LinkedIn, and professional networks.Maintain a robust pipeline through effective CRM (HubSpot) utilization and diligent follow-up.Collaborate with marketing and sales teams to ensure cohesive messaging and audience development strategies.Consistently achieve and surpass speaker participation and revenue targets.Travel to North America to attend leading Private Wealth summits up to four times a year. QualificationsA minimum of a Bachelor’s Degree in Finance or Economics.Eligibility to work in the UK is required.1-2 years of proven experience in a similar role.Strong communication and interpersonal skills.Ability to work independently and as part of a team.
Titan Wealth
Titan Wealth is an innovative and rapidly expanding wealth management firm, dedicated to creating a more equitable, efficient, and effective financial services model. Our mission is to empower financial advisers and their clients to achieve their financial aspirations through superior advice-led wealth management services.We foster a vibrant work environment that thrives on opportunity, encouraging both individual and collaborative contributions to ensure we deliver optimal outcomes for our clients in the long run.We are seeking an exceptional Business Analyst to join our Group Change function. In this pivotal role, you will support a portfolio of strategic change programs and M&A integration initiatives across the organization.As a Business Analyst, you will be at the forefront of intricate change, collaborating with teams across front office, operations, finance, risk/compliance, technology, and external partners. Your contributions will be essential in shaping change, defining operating models, facilitating integrations, and converting business strategies into actionable deliverables.This role is not solely focused on documentation; it demands an individual who thrives in fast-paced environments, navigates ambiguity, influences senior stakeholders, and drives change through to completion.This is a hybrid office-based position, requiring attendance in the office three days a week. This is a full-time, permanent role.
About Us: At Mentis AI, we operate at the forefront of institutional finance and cutting-edge AI technology. Our dynamic team merges extensive expertise from financial powerhouses like Lazard and Partners Group with innovative machine learning and applied AI research initiatives. Based in London and San Francisco, we partner with top-tier AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of AI models within critical financial settings.The Opportunity: As AI technology increasingly integrates into essential real estate investment processes—ranging from acquisitions and underwriting to asset management and debt structuring—this part-time residency offers institutional real estate private equity professionals invaluable early exposure to the development, assessment, and enhancement of advanced AI systems tailored for REPE investment across diverse property types and risk profiles.Your Responsibilities:Develop Expert Benchmarks: Construct and validate real-world underwriting models, return analyses, and investment cases to assess frontier AI systems.Evaluate Model Reasoning: Identify weaknesses in AI-generated real estate analyses, pinpointing where logic, assumptions, or market intuition may falter.Create Evaluation Frameworks: Transform how REPE professionals assess acquisitions, structure transactions, and manage assets throughout the investment lifecycle into challenges that push AI reasoning boundaries.Analyze Human vs. Machine Judgment: Methodically compare discrepancies between expert real estate judgments and AI outputs across asset classes, risk levels, and fund models.Why This Experience MattersJoin a pioneering cohort of real estate investment professionals engaged directly with how advanced AI models interpret acquisitions, underwriting, and asset management.Establish a unique profile for those aiming to bridge the fields of real estate and AI—whether within a fund, an AI firm, or through entrepreneurial ventures.Gain hands-on experience in how AI is revolutionizing real estate workflows, from deal screening and underwriting to joint venture structuring, asset management, and limited partner reporting.
About Us: Mentis AI operates at the cutting-edge of private markets and frontier AI technology. Our team melds deep expertise from institutional finance (including firms like Lazard and Partners Group) with advanced machine learning and AI research. With a presence in both London and San Francisco, we partner with top AI laboratories to enhance decision-making processes in critical financial environments.The Opportunity: As AI becomes integral to investment practices, this residency offers private equity and growth equity experts a unique chance to gain firsthand experience in the development, assessment, and enhancement of sophisticated AI systems. Your responsibilities will include:Developing expert benchmarks: Construct and validate financial models and return analyses used in evaluating advanced AI systems.Testing model reasoning: Identify and address weaknesses in AI-generated analyses, focusing on logic, assumptions, and market intuition.Creating frameworks: Convert investor strategies for navigating uncertainty and structuring transactions into challenges that test AI reasoning capabilities.Assessing human versus machine judgment: Systematically compare professional investment analysis with AI outputs.Why Join Us?Be one of the first investment professionals to directly engage with how frontier AI models interpret private markets.Enhance your profile in the intersection of investing and AI, preparing you for roles in funds, AI firms, or entrepreneurial ventures.Gain practical insights into the transformative impact of AI on deal workflows, from screening and due diligence to portfolio management and exit strategies.Who We Seek:3 to 7 years of experience in private equity or growth equity at a respected large-cap or upper-middle-market fund in Europe or the U.S.Positioned as an Associate, VP, or Principal; industry-agnostic.Exceptional modeling and valuation skills with comprehensive experience throughout the deal lifecycle.A genuine passion for AI and its application in finance.
Join Capco as a Business Analyst specializing in Wealth & Asset Management. In this dynamic role, you will have the opportunity to work with leading financial institutions, helping them navigate complex challenges and enhance their operational efficiency. Your analytical skills will be instrumental in driving impactful business solutions and fostering innovation within the industry.
About MoneyboxAt Moneybox, we empower individuals to enhance their lives by revolutionizing the way they manage their wealth. Our philosophy is that true wealth transcends mere financial assets; it embodies the freedom, opportunities, possibilities, and peace of mind that come with financial security.As an award-winning wealth management platform, we have successfully assisted over 1.5 million users in building their financial futures—whether they are saving, investing, purchasing their first home, or planning for retirement.As we continue to grow, our focus on delivering straightforward and supportive experiences relies heavily on the seamless design and integration of products and customer journeys within our app. We are committed to investing in the foundational elements that allow us to personalize user experiences, offer expert guidance, and support our customers at every stage of their financial lives.Job OverviewWe are seeking a talented Senior Product Manager to lead the strategy and execution of our Wealth Propositions and Guidance within the Core Product team. This pivotal role will enable us to assist our customers in navigating their financial journeys by transforming intricate financial concepts into user-friendly, actionable guidance through our app.Your key responsibility will be to articulate the core value proposition by creating experiences that empower customers to make informed financial decisions. You will address a significant industry need by making high-quality financial support readily accessible through personalized journeys that clarify options and guide the next steps. You will connect financial expertise with exceptional digital product design, ensuring that these experiences are meaningful, compliant, and seamlessly integrated into the customer journey.As a senior cross-functional leader, you will collaborate closely with our Product, Decisioning, Compliance, and UX teams to develop a world-class guidance framework that instills confidence in users as they make informed choices.
About Titan Wealth Titan Wealth is a growing wealth management firm based in London, serving clients in the UK and internationally. The company focuses on building a more equitable and efficient business model to deliver advice-driven wealth management services. Titan Wealth supports financial advisers and their clients in reaching their financial goals. Work Culture The team values both individual initiative and collaboration. Employees are encouraged to contribute ideas and work together to achieve strong results for clients over the long term. Role Overview: Senior Analytics Engineer This position sits within the wealth management division and works closely with the central data team. The Senior Analytics Engineer will shape, model, and analyze data that supports decision-making across advisory, investment, operations, and client service teams.
Nevis
About NevisNevis is pioneering the first-ever AI-driven wealth management platform, recently surpassing $50 billion in assets under management and projected to exceed $100 billion by year-end.Backed by prominent investors, Nevis has successfully secured $40 million in funding from Sequoia Capital, ICONIQ, and Ribbit, positioning itself as one of Europe’s most well-funded and rapidly expanding Series A startups.The RoleWe are on the lookout for an innovative and passionate Applied AI Engineer to join our dynamic team at Nevis. In this critical role, you will influence the development of our cutting-edge AI wealthtech product by creating LLM-driven automation solutions to tackle essential challenges faced by our corporate clients.You will engage with state-of-the-art LLM models, partnering with industry-leading vendors to enhance our product’s reasoning capabilities and achieve superior quality in our models’ outputs.Working alongside a distinguished team of engineers and product creators, including the ex-Head of AI at Revolut, you will have a unique opportunity to make a significant impact in one of the world’s largest industries.What You’ll DoDesign and develop LLM and ML-powered features for the Nevis platform.Collaborate with engineers and product teams to transition new AI capabilities from concept to production.Establish best practices for AI development, testing, observability, and reliability.Continuously assess and enhance AI product performance and reasoning accuracy.Work in tandem with product and design teams to prototype and refine new AI features.Stay abreast of advancements in Generative AI, including agentic systems and context engineering.Who You AreHands-on experience with LLMs.Demonstrated ability to solve real-world challenges using AI/ML.Strong statistical and data analysis skills.A STEM degree from a leading university.A passion for transformative AI technologies.A product-oriented mindset focused on practical solutions.
Capco is looking for a Senior Product Manager to join the Product & Experience team, focusing on Wealth & Asset Management. This permanent role is based in London and offers a hybrid work arrangement. Role overview This position centers on leading projects for clients in the financial services sector, with a particular emphasis on AI-driven solutions. The Senior Product Manager will collaborate with cross-functional teams both in the UK and internationally, guiding products from initial discovery through delivery and ongoing improvement. What you will do Lead projects for clients, working closely with teams across Capco in the UK and abroad. Shape AI product strategies, develop compelling value propositions, and build roadmaps and delivery plans, including commercialization strategies. Oversee the entire product lifecycle, adapting approaches as needed from discovery to delivery and iteration. Identify and define AI use cases that drive revenue, boost user engagement, and improve cost efficiency. Balance user needs, business objectives, and technical requirements to deliver scalable, impactful products. Who succeeds in this role This role fits someone who is comfortable navigating complex, highly regulated environments, particularly within financial services and energy. Experience with AI product strategy and managing the full product lifecycle is important for success. Key details Location: London (Hybrid) Practice Area: Product & Experience Type: Permanent
Senior Data Architect – Wealth & Asset Management. Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Design the blueprint. Architect the future of the Wealth & Asset Management industry. Empower data transformation. The RoleCapco is on the lookout for a Senior Data Architect to spearhead and execute intricate data architecture projects for our Wealth & Asset Management clientele. In this pivotal consulting role, you will assist wealth managers, asset managers, and private banks in navigating extensive data transformation initiatives—crafting enterprise data strategies, designing target architectures, and developing scalable, cloud-based platforms that enhance advisor and client interactions, investment analytics, regulatory reporting, and operational efficacy. In addition to client delivery, you will play a key role in advancing Capco’s Wealth & Asset Management data architecture offerings and thought leadership in contemporary cloud-native data ecosystems. What You’ll Do Lead agile consulting projects, delivering cutting-edge data architecture and cloud transformation in Wealth & Asset Management. Define and implement scalable enterprise data strategies across various programs and business units. Design canonical WAM data domains and models (e.g., client/household, portfolio/account, holdings/transactions, instruments & pricing, performance, fees). Architect and deliver cloud-native data platforms (AWS, Azure, GCP) that empower advisor/client journeys and facilitate advanced investment analytics (risk, performance, reporting). Establish integration patterns across core WAM platforms (CRM/advisor, OMS/PMS, wealth back office, custody, market/reference data, reporting). Develop robust data quality, reconciliation, and control frameworks (e.g., holdings vs. books & records/AUM, pricing, corporate actions, fees/NAV). Drive master and reference data strategies (clients, instruments, counterparties, legal entities) in alignment with governance, metadata, privacy, and stewardship. Act as a subject matter expert, translating complex technical concepts into clear business value for senior stakeholders.
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Join mentis as an AI Resident in our Wealth Management department, where you will have the opportunity to work at the intersection of finance and artificial intelligence. This innovative role is designed for individuals passionate about leveraging AI to enhance financial strategies and client experiences. You will collaborate with experts in the field, engage in hands-on projects, and contribute to the development of cutting-edge AI solutions tailored to wealth management.
About Us Mentis AI operates at the exciting intersection of institutional investment expertise and cutting-edge AI technologies. Our team merges extensive asset management experience from prestigious firms like Lazard and Partners Group with advanced machine learning and AI research. With offices in London and San Francisco, we partner with leading AI laboratories to enhance model reasoning, generalization, and decision-making in high-stakes financial scenarios.The Opportunity We invite senior research analysts and portfolio managers to join our AI Residency program. This part-time opportunity offers invaluable exposure to the transformative role of AI in your field, allowing you to gain practical experience with advanced AI systems.Your Responsibilities:Prompt Development: Create and refine realistic prompts that could be utilized by junior analysts to evaluate the relevance and quality of AI-generated insights.Human vs. Machine Evaluation: Methodically assess the differences between professional investment reasoning and AI outputs across equities, fixed income, and multi-asset contexts.Framework Design: Adapt the methodologies employed by institutional investors for security evaluation, portfolio construction, and risk management into challenges that stretch the capabilities of AI reasoning.Benchmark Construction: Develop and validate real-world investment cases and frameworks for securities analysis and portfolio management that can be used to evaluate frontier AI systems.Why This Experience MattersGain hands-on exposure to how AI is revolutionizing investment workflows, from fundamental research and portfolio construction to client interactions and risk attribution.Be among the first institutional investment professionals to directly engage with how frontier AI models interpret public markets and portfolio management.Your Profile4+ years of experience with a leading long-only institutional manager (e.g., BlackRock, Vanguard, Fidelity, Capital Group, T. Rowe Price, Wellington, PIMCO, MFS, Neuberger Berman, Jennison, Artisan Partners).Positioned at the level of Senior Research Analyst or Portfolio Manager.In-depth expertise in equities, fixed income, or multi-asset portfolio management.Proficient in conducting fundamental analysis, writing investment reports, and managing portfolio strategies.
About NOVA Wealth:NOVA Wealth is an innovative startup determined to revolutionize financial advice delivery in the UK. Our commitment to a customer-centric approach is fundamental to every client interaction. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing daily administrative tasks.Our mission is to transform the financial advice landscape, yielding better customer outcomes at a reduced cost for a broader audience. With customer-focused advisers supported by our cutting-edge Lifeline technology, we enable our clients to make informed financial decisions and pursue their dream lives.Role Overview:We are looking for a dynamic Finance Lead who will take complete ownership of our financial operations. This position goes beyond basic bookkeeping; we need a visionary builder. You will design and establish our financial framework as we expand from approximately 100 employees towards our significant growth objectives.As our inaugural full-time Finance Lead, you will connect meticulous operational tasks (such as bookkeeping, payroll, and compliance) with high-level strategic initiatives. You will serve as a vital advisor to our leadership team, ensuring that our unit economics are solid, our growth trajectory is sustainable, and our financial data is always ready for investors.Key Responsibilities:Strategic Financial Partnership: Provide in-depth analyses on margins, CAC/LTV, business unit budget performance, and runway to guide important business decisions as an adviser to senior management.Operational Excellence: Oversee comprehensive financial operations including bookkeeping, preparation of management and statutory accounts, supplier payments, invoicing, and payroll for our team of about 100.System Building: Assess, implement, and refine a modern financial stack (ERP, expenses, payroll) capable of managing the intricacies of a fast-growing business.Fundraising & Investor Relations: Keep our cap table organized and lead financial due diligence preparations for future funding rounds and board reporting.Budgeting & Forecasting: Manage the company’s ongoing financial model, providing proactive scenario-based predictions.Compliance & Audit: Maintain full compliance with UK regulations, overseeing the annual audit process and tax-related matters (including R&D tax credits, EIS & EMI compliance).Qualifications:Professional Credentials: You are ACA, ACCA, or CIMA qualified with substantial post-qualification experience, preferably in a high-growth startup or scale-up environment.Experience: Proven track record in financial leadership roles, demonstrating strategic thinking and operational excellence.Technical Skills: Proficient in financial software and tools, with the ability to adapt to new technologies.Communication: Excellent communicator, capable of conveying complex financial concepts to non-financial stakeholders.
Are you a dynamic and detail-oriented Project Manager with a passion for Wealth and Asset Management? Join Capco, a leading global management consultancy, known for delivering innovative solutions and helping financial institutions navigate the complexities of their industries. We are seeking an experienced Project Manager to lead strategic initiatives and deliver exceptional value to our clients.
About Us Mentis AI operates at the dynamic intersection of institutional finance and cutting-edge AI technologies. Our diverse team, with backgrounds from top firms such as Lazard and Partners Group, brings together extensive financial services expertise and advanced machine learning research. We maintain a presence in both London and San Francisco, partnering with leading AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of models in critical financial scenarios.The Opportunity As AI becomes an integral part of venture capital processes—from deal sourcing to portfolio management—this residency offers a unique opportunity for venture capital professionals to gain hands-on experience in how sophisticated AI systems are developed, assessed, and refined within the context of early and growth-stage funding.In this role, you will:Construct Expert Benchmarks: Develop and validate investment memos, market analyses, and evaluation frameworks for assessing frontier AI systems.Stress-Test Model Reasoning: Identify and diagnose weaknesses in AI-generated analyses, pinpointing where logic and intuition may falter.Design Frameworks: Translate venture capital evaluation criteria into challenges that test AI reasoning capabilities across various investment stages and sectors.Compare Human vs. Machine Judgment: Systematically assess the differences between professional venture judgment and AI outputs in deal evaluation, term sheet structuring, and portfolio management contexts.Why This Experience Is ValuableBe among the pioneers in venture capital, directly engaging with how advanced AI models approach early-stage investment and founder assessment.Develop a distinctive profile at the crossroads of venture capital and AI, whether within a fund, an AI-focused company, or as an entrepreneur.Gain hands-on experience in how AI is transforming venture workflows, including sourcing, due diligence, investment memo preparation, board interactions, and portfolio oversight.Who You Are4+ years of experience in venture capital investing at a prestigious VC fund (e.g., Sequoia Capital, Andreessen Horowitz, Accel, Index Ventures, etc.).
NOVA Wealth
About NOVA:NOVA Wealth is an innovative startup dedicated to transforming financial advice delivery in the UK. We believe that a human adviser is essential to every client relationship, and by harnessing technology, we empower our advisers to enhance service levels while reducing administrative burdens.Our mission is to revolutionize the advice industry by providing superior customer outcomes at a lower cost, making quality financial guidance accessible to a broader audience. With our customer-focused advisers and cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to pursue their desired lifestyles.About the Role:At NOVA, we embrace a unique approach. We have eliminated lengthy, paper-based suitability reports, opting instead for a fully digital method of providing comprehensive, holistic advice.We are searching for visionary Partners (Financial Advisers) who are eager to challenge the status quo and strive for better client outcomes. We want our Partners to concentrate on client engagement rather than administrative tasks.This exciting role is perfect for self-motivated individuals who aspire to break away from traditional wealth management models and build their own client portfolios. You will play a pivotal role in our growth, helping individuals maximize their financial potential and reimagining the experience of receiving financial advice.Key Responsibilities: Developing new business opportunities by utilizing our integrated lead generation channels to create your own client base. Delivering holistic financial advice with a planning-oriented approach, identifying clients' unique financial needs and guiding them toward their ideal futures. Providing exceptional client service to foster lasting relationships with both mass affluent and high-net-worth clients.
About Us At Mentis AI, we operate at the dynamic intersection of institutional finance and cutting-edge AI technology. Our diverse team, comprising veterans from esteemed institutions like Lazard and Partners Group, leverages deep financial expertise with advanced machine learning and AI research. With our presence in both London and San Francisco, we collaborate with premier AI labs to revolutionize decision-making processes in high-stakes financial environments.The Opportunity In the face of AI's rapid integration into private credit workflows—from underwriting and credit approvals to documentation and portfolio management—this part-time residency program invites seasoned direct lending and private credit professionals. Join us for a hands-on experience in understanding how sophisticated AI systems are developed, assessed, and optimized within middle-market lending and credit fund operations.Your Responsibilities:Develop Expert Benchmarks: Create and validate practical credit analyses, underwriting scenarios, and portfolio monitoring frameworks essential for evaluating advanced AI systems.Evaluate Model Reasoning: Identify and address weaknesses in AI-generated credit assessments, focusing on logical inconsistencies and gaps in underwriting intuition.Framework Design: Convert the methodologies of credit professionals in evaluating borrowers and structuring deals into challenges that test AI's reasoning capabilities.Assess Human vs. AI Judgment: Conduct systematic comparisons of professional credit assessments and AI outputs across various credit scenarios.Why This Experience Matters:Be among the pioneering private credit professionals exploring how advanced AI models analyze credit underwriting and manage portfolios.Cultivate a unique profile at the crossroads of private credit and AI—ideal for careers in credit funds, AI firms, or entrepreneurial ventures.Gain firsthand experience in how AI transforms credit workflows—from underwriting to portfolio monitoring and beyond.
Adams Street Partners
Join our dynamic team at Adams Street Partners as an Associate in Wealth Management. In this pivotal role, you will assist in managing client portfolios, conducting market research, and providing key insights to optimize investment strategies. Your analytical skills will contribute to the development of tailored financial solutions for our clients, ensuring their financial goals are met.
Join our dynamic team at Capco as a Business Analyst in the Wealth & Asset Management sector. In this role, you will leverage your analytical skills to drive business outcomes and enhance client satisfaction. You will work closely with stakeholders to identify opportunities for improvement and implement solutions that align with our clients' strategic goals.
Join Wavestone as an Associate Partner in our Wealth Asset Management division, where you will play a pivotal role in guiding clients towards optimal financial solutions. Leverage your expertise in asset management to drive client success and foster strong relationships within our dynamic team.
Marcus Evans
Marcus Evans is a premier global business intelligence and event marketing organization, established in 1983, with a network of 49 offices across over 20 countries. Our headquarters are located in the UK, where we proudly rank among the top 20 companies for work/life balance.As a leading provider of exclusive high-level summits, we specialize in connecting sophisticated private wealth investors with exceptional opportunities in the private markets. Our events are tailored to meet the specific requirements of the private wealth management community, emphasizing single family offices, multi-family offices, and fee-only Registered Investment Advisors (RIAs). We are in search of a Content Manager to join our dynamic team. This individual will play a critical role in attracting high-level investment professionals to serve as speakers at our exclusive, invite-only private wealth management summits across North America. You will be responsible for identifying, engaging, and securing participation from Heads of Investments and other senior decision-makers within Limited Partnerships. Your contributions will significantly enhance the quality, prestige, and success of our events. You will report directly to the Director of Content Management based in our Barbados office. This position is located in our London office and requires onsite presence. Working hours are 12pm - 8pm (UK time).Key ResponsibilitiesConduct research and establish relationships with influential investment leaders in the Private Wealth sector.Articulate the value proposition of attending our alternative investment-focused events effectively.Perform in-depth desk and telephone research.Draft an investment-focused conference program.Proactively secure attendance from targeted speakers through outreach via calls, emails, LinkedIn, and professional networks.Maintain a robust pipeline through effective CRM (HubSpot) utilization and diligent follow-up.Collaborate with marketing and sales teams to ensure cohesive messaging and audience development strategies.Consistently achieve and surpass speaker participation and revenue targets.Travel to North America to attend leading Private Wealth summits up to four times a year. QualificationsA minimum of a Bachelor’s Degree in Finance or Economics.Eligibility to work in the UK is required.1-2 years of proven experience in a similar role.Strong communication and interpersonal skills.Ability to work independently and as part of a team.
Titan Wealth
Titan Wealth is an innovative and rapidly expanding wealth management firm, dedicated to creating a more equitable, efficient, and effective financial services model. Our mission is to empower financial advisers and their clients to achieve their financial aspirations through superior advice-led wealth management services.We foster a vibrant work environment that thrives on opportunity, encouraging both individual and collaborative contributions to ensure we deliver optimal outcomes for our clients in the long run.We are seeking an exceptional Business Analyst to join our Group Change function. In this pivotal role, you will support a portfolio of strategic change programs and M&A integration initiatives across the organization.As a Business Analyst, you will be at the forefront of intricate change, collaborating with teams across front office, operations, finance, risk/compliance, technology, and external partners. Your contributions will be essential in shaping change, defining operating models, facilitating integrations, and converting business strategies into actionable deliverables.This role is not solely focused on documentation; it demands an individual who thrives in fast-paced environments, navigates ambiguity, influences senior stakeholders, and drives change through to completion.This is a hybrid office-based position, requiring attendance in the office three days a week. This is a full-time, permanent role.
About Us: At Mentis AI, we operate at the forefront of institutional finance and cutting-edge AI technology. Our dynamic team merges extensive expertise from financial powerhouses like Lazard and Partners Group with innovative machine learning and applied AI research initiatives. Based in London and San Francisco, we partner with top-tier AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of AI models within critical financial settings.The Opportunity: As AI technology increasingly integrates into essential real estate investment processes—ranging from acquisitions and underwriting to asset management and debt structuring—this part-time residency offers institutional real estate private equity professionals invaluable early exposure to the development, assessment, and enhancement of advanced AI systems tailored for REPE investment across diverse property types and risk profiles.Your Responsibilities:Develop Expert Benchmarks: Construct and validate real-world underwriting models, return analyses, and investment cases to assess frontier AI systems.Evaluate Model Reasoning: Identify weaknesses in AI-generated real estate analyses, pinpointing where logic, assumptions, or market intuition may falter.Create Evaluation Frameworks: Transform how REPE professionals assess acquisitions, structure transactions, and manage assets throughout the investment lifecycle into challenges that push AI reasoning boundaries.Analyze Human vs. Machine Judgment: Methodically compare discrepancies between expert real estate judgments and AI outputs across asset classes, risk levels, and fund models.Why This Experience MattersJoin a pioneering cohort of real estate investment professionals engaged directly with how advanced AI models interpret acquisitions, underwriting, and asset management.Establish a unique profile for those aiming to bridge the fields of real estate and AI—whether within a fund, an AI firm, or through entrepreneurial ventures.Gain hands-on experience in how AI is revolutionizing real estate workflows, from deal screening and underwriting to joint venture structuring, asset management, and limited partner reporting.
About Us: Mentis AI operates at the cutting-edge of private markets and frontier AI technology. Our team melds deep expertise from institutional finance (including firms like Lazard and Partners Group) with advanced machine learning and AI research. With a presence in both London and San Francisco, we partner with top AI laboratories to enhance decision-making processes in critical financial environments.The Opportunity: As AI becomes integral to investment practices, this residency offers private equity and growth equity experts a unique chance to gain firsthand experience in the development, assessment, and enhancement of sophisticated AI systems. Your responsibilities will include:Developing expert benchmarks: Construct and validate financial models and return analyses used in evaluating advanced AI systems.Testing model reasoning: Identify and address weaknesses in AI-generated analyses, focusing on logic, assumptions, and market intuition.Creating frameworks: Convert investor strategies for navigating uncertainty and structuring transactions into challenges that test AI reasoning capabilities.Assessing human versus machine judgment: Systematically compare professional investment analysis with AI outputs.Why Join Us?Be one of the first investment professionals to directly engage with how frontier AI models interpret private markets.Enhance your profile in the intersection of investing and AI, preparing you for roles in funds, AI firms, or entrepreneurial ventures.Gain practical insights into the transformative impact of AI on deal workflows, from screening and due diligence to portfolio management and exit strategies.Who We Seek:3 to 7 years of experience in private equity or growth equity at a respected large-cap or upper-middle-market fund in Europe or the U.S.Positioned as an Associate, VP, or Principal; industry-agnostic.Exceptional modeling and valuation skills with comprehensive experience throughout the deal lifecycle.A genuine passion for AI and its application in finance.
Join Capco as a Business Analyst specializing in Wealth & Asset Management. In this dynamic role, you will have the opportunity to work with leading financial institutions, helping them navigate complex challenges and enhance their operational efficiency. Your analytical skills will be instrumental in driving impactful business solutions and fostering innovation within the industry.
About MoneyboxAt Moneybox, we empower individuals to enhance their lives by revolutionizing the way they manage their wealth. Our philosophy is that true wealth transcends mere financial assets; it embodies the freedom, opportunities, possibilities, and peace of mind that come with financial security.As an award-winning wealth management platform, we have successfully assisted over 1.5 million users in building their financial futures—whether they are saving, investing, purchasing their first home, or planning for retirement.As we continue to grow, our focus on delivering straightforward and supportive experiences relies heavily on the seamless design and integration of products and customer journeys within our app. We are committed to investing in the foundational elements that allow us to personalize user experiences, offer expert guidance, and support our customers at every stage of their financial lives.Job OverviewWe are seeking a talented Senior Product Manager to lead the strategy and execution of our Wealth Propositions and Guidance within the Core Product team. This pivotal role will enable us to assist our customers in navigating their financial journeys by transforming intricate financial concepts into user-friendly, actionable guidance through our app.Your key responsibility will be to articulate the core value proposition by creating experiences that empower customers to make informed financial decisions. You will address a significant industry need by making high-quality financial support readily accessible through personalized journeys that clarify options and guide the next steps. You will connect financial expertise with exceptional digital product design, ensuring that these experiences are meaningful, compliant, and seamlessly integrated into the customer journey.As a senior cross-functional leader, you will collaborate closely with our Product, Decisioning, Compliance, and UX teams to develop a world-class guidance framework that instills confidence in users as they make informed choices.
About Titan Wealth Titan Wealth is a growing wealth management firm based in London, serving clients in the UK and internationally. The company focuses on building a more equitable and efficient business model to deliver advice-driven wealth management services. Titan Wealth supports financial advisers and their clients in reaching their financial goals. Work Culture The team values both individual initiative and collaboration. Employees are encouraged to contribute ideas and work together to achieve strong results for clients over the long term. Role Overview: Senior Analytics Engineer This position sits within the wealth management division and works closely with the central data team. The Senior Analytics Engineer will shape, model, and analyze data that supports decision-making across advisory, investment, operations, and client service teams.
Nevis
About NevisNevis is pioneering the first-ever AI-driven wealth management platform, recently surpassing $50 billion in assets under management and projected to exceed $100 billion by year-end.Backed by prominent investors, Nevis has successfully secured $40 million in funding from Sequoia Capital, ICONIQ, and Ribbit, positioning itself as one of Europe’s most well-funded and rapidly expanding Series A startups.The RoleWe are on the lookout for an innovative and passionate Applied AI Engineer to join our dynamic team at Nevis. In this critical role, you will influence the development of our cutting-edge AI wealthtech product by creating LLM-driven automation solutions to tackle essential challenges faced by our corporate clients.You will engage with state-of-the-art LLM models, partnering with industry-leading vendors to enhance our product’s reasoning capabilities and achieve superior quality in our models’ outputs.Working alongside a distinguished team of engineers and product creators, including the ex-Head of AI at Revolut, you will have a unique opportunity to make a significant impact in one of the world’s largest industries.What You’ll DoDesign and develop LLM and ML-powered features for the Nevis platform.Collaborate with engineers and product teams to transition new AI capabilities from concept to production.Establish best practices for AI development, testing, observability, and reliability.Continuously assess and enhance AI product performance and reasoning accuracy.Work in tandem with product and design teams to prototype and refine new AI features.Stay abreast of advancements in Generative AI, including agentic systems and context engineering.Who You AreHands-on experience with LLMs.Demonstrated ability to solve real-world challenges using AI/ML.Strong statistical and data analysis skills.A STEM degree from a leading university.A passion for transformative AI technologies.A product-oriented mindset focused on practical solutions.
Capco is looking for a Senior Product Manager to join the Product & Experience team, focusing on Wealth & Asset Management. This permanent role is based in London and offers a hybrid work arrangement. Role overview This position centers on leading projects for clients in the financial services sector, with a particular emphasis on AI-driven solutions. The Senior Product Manager will collaborate with cross-functional teams both in the UK and internationally, guiding products from initial discovery through delivery and ongoing improvement. What you will do Lead projects for clients, working closely with teams across Capco in the UK and abroad. Shape AI product strategies, develop compelling value propositions, and build roadmaps and delivery plans, including commercialization strategies. Oversee the entire product lifecycle, adapting approaches as needed from discovery to delivery and iteration. Identify and define AI use cases that drive revenue, boost user engagement, and improve cost efficiency. Balance user needs, business objectives, and technical requirements to deliver scalable, impactful products. Who succeeds in this role This role fits someone who is comfortable navigating complex, highly regulated environments, particularly within financial services and energy. Experience with AI product strategy and managing the full product lifecycle is important for success. Key details Location: London (Hybrid) Practice Area: Product & Experience Type: Permanent
Senior Data Architect – Wealth & Asset Management. Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Design the blueprint. Architect the future of the Wealth & Asset Management industry. Empower data transformation. The RoleCapco is on the lookout for a Senior Data Architect to spearhead and execute intricate data architecture projects for our Wealth & Asset Management clientele. In this pivotal consulting role, you will assist wealth managers, asset managers, and private banks in navigating extensive data transformation initiatives—crafting enterprise data strategies, designing target architectures, and developing scalable, cloud-based platforms that enhance advisor and client interactions, investment analytics, regulatory reporting, and operational efficacy. In addition to client delivery, you will play a key role in advancing Capco’s Wealth & Asset Management data architecture offerings and thought leadership in contemporary cloud-native data ecosystems. What You’ll Do Lead agile consulting projects, delivering cutting-edge data architecture and cloud transformation in Wealth & Asset Management. Define and implement scalable enterprise data strategies across various programs and business units. Design canonical WAM data domains and models (e.g., client/household, portfolio/account, holdings/transactions, instruments & pricing, performance, fees). Architect and deliver cloud-native data platforms (AWS, Azure, GCP) that empower advisor/client journeys and facilitate advanced investment analytics (risk, performance, reporting). Establish integration patterns across core WAM platforms (CRM/advisor, OMS/PMS, wealth back office, custody, market/reference data, reporting). Develop robust data quality, reconciliation, and control frameworks (e.g., holdings vs. books & records/AUM, pricing, corporate actions, fees/NAV). Drive master and reference data strategies (clients, instruments, counterparties, legal entities) in alignment with governance, metadata, privacy, and stewardship. Act as a subject matter expert, translating complex technical concepts into clear business value for senior stakeholders.
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