Investment Capability Manager

Banking & Financial Services; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial institution in London is seeking a skilled Investment Capability Manager to lead strategic change initiatives. The role focuses on enhancing investment capabilities and managing complex, cross-functional projects. The ideal candidate will have strong project management skills and experience with tools such as FactSet and Bloomberg. This position requires excellent communication and stakeholder management skills, making it a critical role within the organization.

Qualifications

• Solid track record in project or change management within an investment or wealth management setting.
• Strong understanding of front-office investment processes and research workflows.
• Experience with investment tools such as FactSet and Bloomberg, familiarity with data solutions like Snowflake, Alteryx, and Power BI.

Responsibilities

• Deliver front-office change projects from concept through to successful implementation and adoption.
• Collaborate with investment teams to understand needs and translate them into actionable solutions.
• Implement and optimise investment systems and data tools.

Skills

Project or change management

Front-office investment processes

Stakeholder management

Analytical thinking

Excellent communication

Organizational skills

Education

Recognized project management qualification (PRINCE2, PMP, Agile)

Tools

FactSet

Bloomberg

Alteryx

Snowflake

Power BI

Excel

MS Project

Job description

The Role

We are looking for a skilled Investment Capability Manager to lead strategic change initiatives within a front-office environment. The position focuses on enhancing investment capabilities, delivering new tools and systems, and improving processes that support portfolio managers, research analysts, and other key stakeholders.

You will be responsible for managing complex, cross-functional projects that impact the entire investment lifecycle — from research and portfolio construction through to execution and governance. This is a hands-on delivery role requiring strong coordination skills, technical understanding of investment platforms, and the ability to work closely with senior leadership.

What You’ll Do

• Deliver front-office change projects from concept through to successful implementation and adoption

• Collaborate with investment teams to understand needs and translate them into actionable solutions

• Implement and optimise investment systems and data tools such as FactSet, Bloomberg, Snowflake, Alteryx, and Power BI

• Strengthen product governance frameworks, risk processes, and data infrastructure within the investment function

• Work with technology, change, and operational teams to ensure aligned project delivery across the business

• Monitor progress, budgets, and timelines while proactively managing risks and dependencies

• Ensure solutions are fully embedded, with documentation and training provided to stakeholders

Skills & Experience We’re Looking For

• Solid track record in project or change management within an investment or wealth management setting

• Strong understanding of front-office investment processes and research workflows

• Experience working with investment tools such as FactSet and Bloomberg, plus familiarity with data solutions like Snowflake, Alteryx, and Power BI

• Recognised project management qualification (PRINCE2, PMP, Agile) is desirable

• Excellent communication and stakeholder management skills, with the ability to influence at senior levels

• Highly organised, detail-oriented, and analytical in approach

• Proficient in Excel, MS Project, and other core Microsoft Office applications

Preferred Background

• Experience delivering technology or process change within a front-office investment environment

• Exposure to product governance and regulatory frameworks in asset management

• Comfortable managing multiple projects with complex stakeholder landscapes