Acord (association For Cooperative Operations Research And Development)
Who we are looking for Charles River are looking to expand their established Implementation Services Team. The Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require. A Consultant needs to manage the competing demands of the clients to whom he or she is assigned, operating administratively as well as hands-on. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for As Principal Consultant - Implementation Services you will be responsible for: Lead or Co-manage implementation projects for CRD. Providing a single point of contact for a client. Have superior client facing skills and communication skills with the ability to deal with senior level stakeholders/Clients. Providing on-going communication and evaluation of project status. Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration. Providing guidance to customers around best practice implementations and efficient workflow configuration. Undertaking the daily execution of the project plan steps. Ensuring that a client's needs are understood and documented. Providing proactive leadership in a client's utilization of CRD products and services. Facilitating conference calls & meetings with other consultants product experts. Communicating pertinent information on upgrades and major releases. Managing training and consulting resource requests. Monitoring and assisting with the issue escalation process. Responding to additional product requests. Managing the co-ordination of work undertaken by CRD's representatives in other locations. Maintain a general awareness of industry changes/trends. The role is most likely to require working on-site at clients, 5 days per week, for extended periods of time anywhere in the UK or Continental Europe ie 100% travel. Skills/Experience/Qualifications Required: Experience of managing large projects or multiple smaller projects. Extensive Front Office experience (order management, dealing with Fund Managers/Traders). Applications experience with Charles River Trading System/Compliance Master or Equivalent (competitor). Excellent market instrument knowledge - Fixed Income/derivatives etc. Some technical knowledge, ideally SQL. Experience of doing a full life cycle implementation is essential. Experience dealing with users or clients from either a technical or business area. Comfortable making presentations covering business, technical or sales. Fluency in a second European Language is highly desirable. Third level qualification ideally a Technical Bachelors Degree. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Jun 28, 2025
Full time
Who we are looking for Charles River are looking to expand their established Implementation Services Team. The Consultant is responsible for all aspects of implementation for the Charles River IMS. They will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require. A Consultant needs to manage the competing demands of the clients to whom he or she is assigned, operating administratively as well as hands-on. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for As Principal Consultant - Implementation Services you will be responsible for: Lead or Co-manage implementation projects for CRD. Providing a single point of contact for a client. Have superior client facing skills and communication skills with the ability to deal with senior level stakeholders/Clients. Providing on-going communication and evaluation of project status. Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration. Providing guidance to customers around best practice implementations and efficient workflow configuration. Undertaking the daily execution of the project plan steps. Ensuring that a client's needs are understood and documented. Providing proactive leadership in a client's utilization of CRD products and services. Facilitating conference calls & meetings with other consultants product experts. Communicating pertinent information on upgrades and major releases. Managing training and consulting resource requests. Monitoring and assisting with the issue escalation process. Responding to additional product requests. Managing the co-ordination of work undertaken by CRD's representatives in other locations. Maintain a general awareness of industry changes/trends. The role is most likely to require working on-site at clients, 5 days per week, for extended periods of time anywhere in the UK or Continental Europe ie 100% travel. Skills/Experience/Qualifications Required: Experience of managing large projects or multiple smaller projects. Extensive Front Office experience (order management, dealing with Fund Managers/Traders). Applications experience with Charles River Trading System/Compliance Master or Equivalent (competitor). Excellent market instrument knowledge - Fixed Income/derivatives etc. Some technical knowledge, ideally SQL. Experience of doing a full life cycle implementation is essential. Experience dealing with users or clients from either a technical or business area. Comfortable making presentations covering business, technical or sales. Fluency in a second European Language is highly desirable. Third level qualification ideally a Technical Bachelors Degree. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Acord (association For Cooperative Operations Research And Development)
What we are looking for Post Production Senior Consultants get involved post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. The ideal candidate will have at least 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for Analyze and evaluate requirements while providing product expertise and guidance throughout the post go-live journey. Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services. Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace. Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements. What we value Post Go Live Senior Consultants are expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems. Minimum of 5 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable. Substantive in one or more of the following: fixed income, equity financial instruments. Understanding of investment management or wealth management work flows, derivatives and FX instruments. Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools. A strong record of customer service. Post Go Live Senior Consultants must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally. Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer. Strong time management skills including the ability to manage multiple projects in parallel. Strong problem solving/analytical skills. Education & Preferred Qualifications Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus. 5+ years of experience. Additional Requirements The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Jun 28, 2025
Full time
What we are looking for Post Production Senior Consultants get involved post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. The ideal candidate will have at least 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for Analyze and evaluate requirements while providing product expertise and guidance throughout the post go-live journey. Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services. Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace. Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements. What we value Post Go Live Senior Consultants are expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems. Minimum of 5 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable. Substantive in one or more of the following: fixed income, equity financial instruments. Understanding of investment management or wealth management work flows, derivatives and FX instruments. Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools. A strong record of customer service. Post Go Live Senior Consultants must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally. Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer. Strong time management skills including the ability to manage multiple projects in parallel. Strong problem solving/analytical skills. Education & Preferred Qualifications Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus. 5+ years of experience. Additional Requirements The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Acord (association For Cooperative Operations Research And Development)
My client is looking for Senior Software Engineers to join their burgeoning London office where you will be responsible for developing the FX platform as well as helping to establish new trading platforms for new markets in the future. This is a chance to help shape the position and disrupt the FX marketplace. An eye for design and an entrepreneurial mindset will be critical for the firm's success as well as your own. The client: A leading trading firm driven by technology with over one thousand employees globally. Pioneering their own trading strategies and systems using clean code and sophisticated technology, they run a global network with thousands of high-performance, low-latency applications that solve problems in nanoseconds. Technology facilitates the ability to tackle the challenging problems of trading in new ways. They build sophisticated trading engines, low-latency connectivity software, modern user interfaces and more in-house. Having a team of passionate, inventive software developers that thrive on solving problems is fundamental to continued success. Here you can build something in the morning and it's trading in the afternoon. What you'll do: Some key responsibilities include: Design, develop, support, and maintain trading systems, tools and infrastructure Build user interfaces that present coherent, responsive real-time visualizations of market activity and system performance while providing intuitive control of a highly complex system Integrate the system with multi-trading platforms and third parties as well as the global office network Build pricing automation rules for an OTC trading business with an extremely low error tolerance Collaborate deeply with traders, risk analysts, researchers, and other engineers Gain and develop an in-depth understanding of trading theory and practice Ensure new and existing programs adhere to their coding, architectural, and operational standards What you'll need: Authorisation to work in the UK preferred Strong engineering instincts and a deep understanding of computer science fundamentals Experience writing software in C#, C++, C, or Java with a proven ability to deliver scalable, reliable, high-quality clean code A passion for continuous improvement and test-driven design plus innovative, big-picture thinking grounded in real-world pragmatism An understanding of the FIX engines, FIX protocol and connectivity Ability to operate autonomously as well as collaborate with developers, traders, researchers and business operations Ideally experience connecting trading platforms to multi-trading platforms and exchanges and the ability to build a trading system that covers the entire lifecycle Options or FX experience is a plus, but not essential as training will be offered Experience or an interest in low-latency optimisation, networking or real-time systems will set you apart from other applicants What's in it for you? London is home to the foreign exchange trading business and a growing hub for the commodity trading business. You will be part of a well-established and high performing global firm whilst experiencing the excitement that comes from a growing operation. As London operations grow there is a real opportunity to make a huge impact and take your career to a new level. They offer a supportive environment for you to perform at your best. Key benefits include: Competitive remuneration 27 paid vacation days plus all UK public holidays Daily breakfast and lunch Home to office commute covered 50% paid gym subscription Private Medical Insurance Pension scheme Training and continuous learning opportunities Access to conferences and Tech events International transfer opportunities Contact If this sounds like you, or you'd like more information, please get in touch: George Hutchinson-Binks ()
Feb 21, 2025
Full time
My client is looking for Senior Software Engineers to join their burgeoning London office where you will be responsible for developing the FX platform as well as helping to establish new trading platforms for new markets in the future. This is a chance to help shape the position and disrupt the FX marketplace. An eye for design and an entrepreneurial mindset will be critical for the firm's success as well as your own. The client: A leading trading firm driven by technology with over one thousand employees globally. Pioneering their own trading strategies and systems using clean code and sophisticated technology, they run a global network with thousands of high-performance, low-latency applications that solve problems in nanoseconds. Technology facilitates the ability to tackle the challenging problems of trading in new ways. They build sophisticated trading engines, low-latency connectivity software, modern user interfaces and more in-house. Having a team of passionate, inventive software developers that thrive on solving problems is fundamental to continued success. Here you can build something in the morning and it's trading in the afternoon. What you'll do: Some key responsibilities include: Design, develop, support, and maintain trading systems, tools and infrastructure Build user interfaces that present coherent, responsive real-time visualizations of market activity and system performance while providing intuitive control of a highly complex system Integrate the system with multi-trading platforms and third parties as well as the global office network Build pricing automation rules for an OTC trading business with an extremely low error tolerance Collaborate deeply with traders, risk analysts, researchers, and other engineers Gain and develop an in-depth understanding of trading theory and practice Ensure new and existing programs adhere to their coding, architectural, and operational standards What you'll need: Authorisation to work in the UK preferred Strong engineering instincts and a deep understanding of computer science fundamentals Experience writing software in C#, C++, C, or Java with a proven ability to deliver scalable, reliable, high-quality clean code A passion for continuous improvement and test-driven design plus innovative, big-picture thinking grounded in real-world pragmatism An understanding of the FIX engines, FIX protocol and connectivity Ability to operate autonomously as well as collaborate with developers, traders, researchers and business operations Ideally experience connecting trading platforms to multi-trading platforms and exchanges and the ability to build a trading system that covers the entire lifecycle Options or FX experience is a plus, but not essential as training will be offered Experience or an interest in low-latency optimisation, networking or real-time systems will set you apart from other applicants What's in it for you? London is home to the foreign exchange trading business and a growing hub for the commodity trading business. You will be part of a well-established and high performing global firm whilst experiencing the excitement that comes from a growing operation. As London operations grow there is a real opportunity to make a huge impact and take your career to a new level. They offer a supportive environment for you to perform at your best. Key benefits include: Competitive remuneration 27 paid vacation days plus all UK public holidays Daily breakfast and lunch Home to office commute covered 50% paid gym subscription Private Medical Insurance Pension scheme Training and continuous learning opportunities Access to conferences and Tech events International transfer opportunities Contact If this sounds like you, or you'd like more information, please get in touch: George Hutchinson-Binks ()
Acord (association For Cooperative Operations Research And Development)
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi's Mission and Value Proposition explains what we do, and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain both our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all. About Citi Securities Services: As part of Citi's Services Line of Business, Securities Services is a global business that provides Custody, Fund Services, Issuer Services and Execution Services to global asset managers, pension funds, insurance companies, banks and financial intermediaries. Securities Services operates the largest custody network globally with a presence in 60+ countries. Within Securities Services, the Data, Digital, and Innovation team runs the data and innovation products and is responsible for building the future of data for Securities Services. This team seeks an experienced Vice President Product Manager (Product Developer) to join our London team. Job description: In this role you can shape our organization's future by building and innovating the digital data experience for our clients. The Product Manager will be responsible for the management, development and growth of Securities Services Data Visualization platform for clients. This role is also responsible for the development and growth of our AI-powered search application. Responsibilities: Own the strategy and roadmap for their product. The product developer must work with internal and external partners to understand the value proposition from the perspective of the end user and from the perspective of the market. They must also understand how the value proposition of the application fits within the end-to-end client experience in Securities Services. Responsible for product engagement and adoption. Work closely with client organizations to define successful product engagement amongst target users and to achieve the desired engagement and usage. Responsible for activities related to the development of new products and/or features and functionality of products including developing business cases, product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs. Manage the end-to-end product development lifecycle and scope product releases, agreeing to and tracking business priorities, writing user stories, guiding design, incorporating regulatory and compliance requirements and investment tracking. Follow the market, industry, and client trends to own field and incorporate, as appropriate, into the product roadmap. Develop plans, prioritize, coordinate the design and delivery of products, or features for product releases, and serve as product ambassador within user community. Work in close co-ordination with Technology to develop the technical strategy for the product. Create clear and specific project plans, business and technical requirements documents for product execution. Interact with business managers, technology, and sales to understand their long-term vision, discuss industry trends, and incorporate them into the product & solutions strategy. Focus on control and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Experience required: Relevant experience in digital product management and in client experience. Knowledge of Securities Services is preferred. Intellectual curiosity, analytical and conceptual thinker. Proactively seeks and develops new opportunities. Attention to detail and process/analytic mindset. Ability to build networks and relationships internally and externally. Familiarity with product development methodologies. Direct experience in end-to-end project delivery, preferably in product development, and knowledge of various analytical tools including Qlikview, Tableau, Access. Comfortable with performing data investigations that require a high degree of accuracy with tight timescales. Ability to create business analysis, troubleshoot data quality issues, and conduct exploratory and descriptive analysis of business datasets. Ability to structure and break down problems, develop solutions, and to drive to results. Process Management knowledge with a propensity for detail and comprehensiveness of content. Ability to collaborate and clearly communicate with team members of an organization. Project Management skills with experience leading large cross functional initiatives. Generation of reports and presentations for management education. Qualifications: Bachelor's/University degree or equivalent experience. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Family Group: Product Management and Development Job Family: Product Development Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
Feb 18, 2025
Full time
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi's Mission and Value Proposition explains what we do, and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain both our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all. About Citi Securities Services: As part of Citi's Services Line of Business, Securities Services is a global business that provides Custody, Fund Services, Issuer Services and Execution Services to global asset managers, pension funds, insurance companies, banks and financial intermediaries. Securities Services operates the largest custody network globally with a presence in 60+ countries. Within Securities Services, the Data, Digital, and Innovation team runs the data and innovation products and is responsible for building the future of data for Securities Services. This team seeks an experienced Vice President Product Manager (Product Developer) to join our London team. Job description: In this role you can shape our organization's future by building and innovating the digital data experience for our clients. The Product Manager will be responsible for the management, development and growth of Securities Services Data Visualization platform for clients. This role is also responsible for the development and growth of our AI-powered search application. Responsibilities: Own the strategy and roadmap for their product. The product developer must work with internal and external partners to understand the value proposition from the perspective of the end user and from the perspective of the market. They must also understand how the value proposition of the application fits within the end-to-end client experience in Securities Services. Responsible for product engagement and adoption. Work closely with client organizations to define successful product engagement amongst target users and to achieve the desired engagement and usage. Responsible for activities related to the development of new products and/or features and functionality of products including developing business cases, product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs. Manage the end-to-end product development lifecycle and scope product releases, agreeing to and tracking business priorities, writing user stories, guiding design, incorporating regulatory and compliance requirements and investment tracking. Follow the market, industry, and client trends to own field and incorporate, as appropriate, into the product roadmap. Develop plans, prioritize, coordinate the design and delivery of products, or features for product releases, and serve as product ambassador within user community. Work in close co-ordination with Technology to develop the technical strategy for the product. Create clear and specific project plans, business and technical requirements documents for product execution. Interact with business managers, technology, and sales to understand their long-term vision, discuss industry trends, and incorporate them into the product & solutions strategy. Focus on control and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Experience required: Relevant experience in digital product management and in client experience. Knowledge of Securities Services is preferred. Intellectual curiosity, analytical and conceptual thinker. Proactively seeks and develops new opportunities. Attention to detail and process/analytic mindset. Ability to build networks and relationships internally and externally. Familiarity with product development methodologies. Direct experience in end-to-end project delivery, preferably in product development, and knowledge of various analytical tools including Qlikview, Tableau, Access. Comfortable with performing data investigations that require a high degree of accuracy with tight timescales. Ability to create business analysis, troubleshoot data quality issues, and conduct exploratory and descriptive analysis of business datasets. Ability to structure and break down problems, develop solutions, and to drive to results. Process Management knowledge with a propensity for detail and comprehensiveness of content. Ability to collaborate and clearly communicate with team members of an organization. Project Management skills with experience leading large cross functional initiatives. Generation of reports and presentations for management education. Qualifications: Bachelor's/University degree or equivalent experience. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Family Group: Product Management and Development Job Family: Product Development Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
Acord (association For Cooperative Operations Research And Development)
Who we are looking for You will be joining the FX Connect product team to serve as a Business Analyst. Due to the role requirements, this job needs to be performed primarily in the office with some flex work opportunities available. Why this role is important to us The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending, and innovative portfolio strategies, they turn to the SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As a Business Analyst, you will: Serve as a subject matter expert for the core FX Connect/MTF trading platform and product data. Conduct requirements gathering and analysis for the product's regulatory, business, and data needs. Document new product features, release notes, and user guides for both internal and external clients. Work closely with the UK regulatory team to satisfy all existing and upcoming regulatory requirements. Cultivate relationships with key internal stakeholders and business partners. Manage and oversee assignments for the MTF and Data Hub products. Partner with the technology teams to ensure high quality and timely software delivery. What we value These skills will help you succeed in this role: Strong team player with an owner's mindset. Self-starter who can work independently but knows when to ask others for assistance. Ability to escalate issues when (and only when) appropriate. Ability to influence others to achieve a desired outcome. Outstanding analytical and problem-solving skills. Understanding the value of diversity in the workplace and is dedicated to fostering an inclusive culture. Excellent communication skills. Education & Preferred Qualifications Minimum of 3 to 5 years of experience working as a business analyst in the financial services space. Subject matter knowledge in foreign exchange and related markets a plus. Experience working in a high performing fast-paced environment. About State Street What we do. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive. State Street is an equal opportunity and affirmative action employer.
Feb 13, 2025
Full time
Who we are looking for You will be joining the FX Connect product team to serve as a Business Analyst. Due to the role requirements, this job needs to be performed primarily in the office with some flex work opportunities available. Why this role is important to us The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending, and innovative portfolio strategies, they turn to the SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As a Business Analyst, you will: Serve as a subject matter expert for the core FX Connect/MTF trading platform and product data. Conduct requirements gathering and analysis for the product's regulatory, business, and data needs. Document new product features, release notes, and user guides for both internal and external clients. Work closely with the UK regulatory team to satisfy all existing and upcoming regulatory requirements. Cultivate relationships with key internal stakeholders and business partners. Manage and oversee assignments for the MTF and Data Hub products. Partner with the technology teams to ensure high quality and timely software delivery. What we value These skills will help you succeed in this role: Strong team player with an owner's mindset. Self-starter who can work independently but knows when to ask others for assistance. Ability to escalate issues when (and only when) appropriate. Ability to influence others to achieve a desired outcome. Outstanding analytical and problem-solving skills. Understanding the value of diversity in the workplace and is dedicated to fostering an inclusive culture. Excellent communication skills. Education & Preferred Qualifications Minimum of 3 to 5 years of experience working as a business analyst in the financial services space. Subject matter knowledge in foreign exchange and related markets a plus. Experience working in a high performing fast-paced environment. About State Street What we do. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive. State Street is an equal opportunity and affirmative action employer.
Acord (association For Cooperative Operations Research And Development)
Who we are looking for This front office, trading floor role involves generating and researching ideas for signal and strategies for use in automated standalone alpha trading and other areas of eFX, and developing them into production system code. Why this role is important to us The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As eFX Alpha Strategies Quantitative Analyst, Vice President, you will: Main contributor to on-going enhancements to the eFX Alpha pod's model and strategy backtesting framework (in Java) Contributing to the on-going R&D of the eFX Alpha pod's automated selection and optimization of models and strategies Researching and generating FX market signals for use in standalone risk holding Alpha strategies, and in other eFX business areas Meeting Alpha pod P&L targets, and contributing to Market Making P&L targets Documenting analysis and models so that they are accessible to eFX Quants and, where necessary, to all relevant Risk, Compliance, and Audit teams Individual Contributor Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role Ensure that the highest level of the Code of Conduct is displayed in your behaviour Provide appropriate management information as required to support business unit decision making Support the 'Risk Excellence' culture within the business Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations What we value These skills will help you succeed in this role: Required: extensive professional Java development experience Required: experience in backtesting and simulation of trading strategies in a production environment Required: R&D experience with a variety of automated trading strategies Good to have: Buy-side experience Good to have: Experience with a data analysis & modelling language (e.g. Python, Matlab, etc.) Education & Preferred Qualifications Required: degree in a quantitative discipline (Computer Science included) A post-graduate degree in a quantitative discipline would be a benefit Additional requirements Appreciate that all Alpha strategies must be ethical in intention and implementation Able to anticipate where models and code are susceptible to problems or fragile Able to apply statistical rigour to data analysis Motivated to consider and test multiple hypotheses to explain data Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Feb 12, 2025
Full time
Who we are looking for This front office, trading floor role involves generating and researching ideas for signal and strategies for use in automated standalone alpha trading and other areas of eFX, and developing them into production system code. Why this role is important to us The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As eFX Alpha Strategies Quantitative Analyst, Vice President, you will: Main contributor to on-going enhancements to the eFX Alpha pod's model and strategy backtesting framework (in Java) Contributing to the on-going R&D of the eFX Alpha pod's automated selection and optimization of models and strategies Researching and generating FX market signals for use in standalone risk holding Alpha strategies, and in other eFX business areas Meeting Alpha pod P&L targets, and contributing to Market Making P&L targets Documenting analysis and models so that they are accessible to eFX Quants and, where necessary, to all relevant Risk, Compliance, and Audit teams Individual Contributor Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role Ensure that the highest level of the Code of Conduct is displayed in your behaviour Provide appropriate management information as required to support business unit decision making Support the 'Risk Excellence' culture within the business Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations What we value These skills will help you succeed in this role: Required: extensive professional Java development experience Required: experience in backtesting and simulation of trading strategies in a production environment Required: R&D experience with a variety of automated trading strategies Good to have: Buy-side experience Good to have: Experience with a data analysis & modelling language (e.g. Python, Matlab, etc.) Education & Preferred Qualifications Required: degree in a quantitative discipline (Computer Science included) A post-graduate degree in a quantitative discipline would be a benefit Additional requirements Appreciate that all Alpha strategies must be ethical in intention and implementation Able to anticipate where models and code are susceptible to problems or fragile Able to apply statistical rigour to data analysis Motivated to consider and test multiple hypotheses to explain data Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Acord (association For Cooperative Operations Research And Development)
Job Description: Employer: DWS Group Title: Alternative Credit Underwriting Analyst Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. Team / division overview EMEA Alternative Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Alternative Credit platform aims to build diversified portfolios across Direct Lending, Leveraged Loans and Structured Credit that deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients. Role Details As an Alternative Credit Underwriting Analyst, you will be part of a central underwriting team covering all investment strategies across Direct Lending, CLO's and Structured Credit, and be responsible for: Conducting detailed financial analysis of cash flows, financial statements and ratios to assess the credit worthiness of potential borrowers Evaluating credit risks across multiple factors such as industry trends, markets conditions and potential borrowers operating environment Performing detailed due diligence on potential borrowers including the review of legal documentation, contracts and other relevant information impacting credit decisions Developing and utilising complex financial models to simulate different scenarios, assess potential risks and project future performance of borrowers Assisting in the preparation of credit memoranda and other documentation for Investment Committees, that provide accurate and concise underrating analysis and investment recommendations Monitoring the performance of existing loan portfolios, identifying potential issues and recommending actions to manager and mitigate risks Ensuring regulatory compliance by staying updated on relevant regulations and ensuring compliance with internal and external guidelines throughout the underwriting process We are looking for: A strong background in credit analysis to support the underwriting of Corporate Alternative Credit transactions covering Direct Lending, CLO's and Structured Credit Proven technical analysis skills, with experience of conducting due diligence and financial modelling of Corporate Credit investments Solid experience across buy-side private loan investment management with knowledge of LP relations and management of portfolio companies Contributing to the production of materials for RFP and marketing/fundraising activities Experience of producing credit investment proposals and supporting documentation for Investment Committees Experience of managing risk controls within an investments environment, with good understanding around the fiduciary duty of care Educated to degree level in a Finance related discipline from an accredited college or university (or equivalent) or an acceptable level of industry experience What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalised plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone. Some of our core benefits: 30 days' holiday + bank holidays, with the option to purchase additional days A non-contributory pension scheme, up to 10% Physical and Mental Health Well-Being benefits including (but not limited to) Private Medical Cover, a complimentary GP service and the support of Mental Health First Aiders Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance The opportunity to support our CSR strategy which is focused on combatting climate change and achieving greater social justice. You can make donations to our partner organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support. DWS' Hybrid Working model in the UK is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Employees who wish to sign-up to our Hybrid Working model are required to work in the office two days a week, and given the flexibility to work from home for the remaining three. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. Our commitment to equal employment opportunity Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
Feb 12, 2025
Full time
Job Description: Employer: DWS Group Title: Alternative Credit Underwriting Analyst Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. Team / division overview EMEA Alternative Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Alternative Credit platform aims to build diversified portfolios across Direct Lending, Leveraged Loans and Structured Credit that deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients. Role Details As an Alternative Credit Underwriting Analyst, you will be part of a central underwriting team covering all investment strategies across Direct Lending, CLO's and Structured Credit, and be responsible for: Conducting detailed financial analysis of cash flows, financial statements and ratios to assess the credit worthiness of potential borrowers Evaluating credit risks across multiple factors such as industry trends, markets conditions and potential borrowers operating environment Performing detailed due diligence on potential borrowers including the review of legal documentation, contracts and other relevant information impacting credit decisions Developing and utilising complex financial models to simulate different scenarios, assess potential risks and project future performance of borrowers Assisting in the preparation of credit memoranda and other documentation for Investment Committees, that provide accurate and concise underrating analysis and investment recommendations Monitoring the performance of existing loan portfolios, identifying potential issues and recommending actions to manager and mitigate risks Ensuring regulatory compliance by staying updated on relevant regulations and ensuring compliance with internal and external guidelines throughout the underwriting process We are looking for: A strong background in credit analysis to support the underwriting of Corporate Alternative Credit transactions covering Direct Lending, CLO's and Structured Credit Proven technical analysis skills, with experience of conducting due diligence and financial modelling of Corporate Credit investments Solid experience across buy-side private loan investment management with knowledge of LP relations and management of portfolio companies Contributing to the production of materials for RFP and marketing/fundraising activities Experience of producing credit investment proposals and supporting documentation for Investment Committees Experience of managing risk controls within an investments environment, with good understanding around the fiduciary duty of care Educated to degree level in a Finance related discipline from an accredited college or university (or equivalent) or an acceptable level of industry experience What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalised plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone. Some of our core benefits: 30 days' holiday + bank holidays, with the option to purchase additional days A non-contributory pension scheme, up to 10% Physical and Mental Health Well-Being benefits including (but not limited to) Private Medical Cover, a complimentary GP service and the support of Mental Health First Aiders Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance The opportunity to support our CSR strategy which is focused on combatting climate change and achieving greater social justice. You can make donations to our partner organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support. DWS' Hybrid Working model in the UK is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Employees who wish to sign-up to our Hybrid Working model are required to work in the office two days a week, and given the flexibility to work from home for the remaining three. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. Our commitment to equal employment opportunity Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
Acord (association For Cooperative Operations Research And Development)
State Street Corporation Details Posted: 08-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River has a great reputation across customers in the EMEA region. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. CRD is seeking to recruit a Sales Manager to work with an assigned territory in EMEA to both grow the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive new front-to-back opportunities this provides. Why this role is important to us The team you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception. This includes research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application. Systematic prospecting and lead generation across the designated territory and vertical markets within the 'buy-side'. Selling the value proposition around a comprehensive SaaS solution to new and existing customers Consultative and strategic management of the entire sales process- organising and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. Working throughout prospective customer organisation to understand the organisation, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. Working through objections, pricing and contract issues to close deals Working with CRD Client Managers to leverage penetration within existing CRD customer accounts. Working closely with teams across State Street to jointly position the value proposition of our combined technology and services Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities. What we value You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment. You will have a record of overachievement against targets. Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side) You must understand the culture and language of the sector as well as the issues facing Charles River's customers. You will have proven experience of developing accounts and relationships from "one of many" to key trusted advisor status Education & Preferred Qualifications University degree preferably in a technology or finance discipline is essential. Fluency in English (oral and written) and excellent communication skills essential. Fluency in French Additional requirements A keen awareness of the political dynamics within the customer base Experience of growing existing accounts - some active and others spending money but not fully committed. Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially. Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
Dec 13, 2022
Full time
State Street Corporation Details Posted: 08-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for With over half of the world's top 100 money managers as customers and over $25 trillion in assets on the CR IMS, Charles River has a great reputation across customers in the EMEA region. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. CRD is seeking to recruit a Sales Manager to work with an assigned territory in EMEA to both grow the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives. This is an especially exciting time to join Charles River following its acquisition by State Street and the extensive new front-to-back opportunities this provides. Why this role is important to us The team you will be joining is a part of Charles River Development that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception. This includes research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application. Systematic prospecting and lead generation across the designated territory and vertical markets within the 'buy-side'. Selling the value proposition around a comprehensive SaaS solution to new and existing customers Consultative and strategic management of the entire sales process- organising and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. Working throughout prospective customer organisation to understand the organisation, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. Working through objections, pricing and contract issues to close deals Working with CRD Client Managers to leverage penetration within existing CRD customer accounts. Working closely with teams across State Street to jointly position the value proposition of our combined technology and services Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities. What we value You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment. You will have a record of overachievement against targets. Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side) You must understand the culture and language of the sector as well as the issues facing Charles River's customers. You will have proven experience of developing accounts and relationships from "one of many" to key trusted advisor status Education & Preferred Qualifications University degree preferably in a technology or finance discipline is essential. Fluency in English (oral and written) and excellent communication skills essential. Fluency in French Additional requirements A keen awareness of the political dynamics within the customer base Experience of growing existing accounts - some active and others spending money but not fully committed. Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially. Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
Acord (association For Cooperative Operations Research And Development)
ESG Analyst, State Street Global Advisors, Assistant Vice President, Hybrid State Street Corporation Details Posted: 02-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for As an ESG Analyst in State Street Global Advisors' (GA's) ESG organization, you will contribute to the development and implementation of GA's ESG infrastructure, which helps us meet regulatory expectations and industry standards and provide high quality service to our clients. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. What you will be responsible for As ESG Analyst (AVP), you will report into to the Head of ESG Operations & Administration and will be responsible for the following: Play a key role in analyzing and implementing ESG and stewardship regulations that impact the asset management industry, including providing expertise to colleagues and clients around UK TCFD requirements Play a key role in analyzing and implementing GA's industry and public commitments to ensure accuracy and alignment of public statements to internal practices, including leading the production of GA's annual TCFD report Collaborate with Legal, Risk, and Compliance to ensure GA's ESG framework adheres to internal requirements, regulatory obligations, and external commitments, and implement framework as needed Collaborate across firm functions, including asset stewardship, portfolio management, product, operations, and client reporting, to design and implement ESG efforts Work closely with the Head of ESG Operations & Administration to build globally consistent processes and reporting, where appropriate Monitor regulatory and industry ESG expectations, and adapt priorities and processes as needed What we value These skills will help you succeed in this role Experience working in asset management, including on ESG topics Experience with regulatory analysis and implementation Knowledge of current/pending ESG regulations, particularly UK TCFD expectations, and attentiveness to the evolving ESG regulatory landscape Ability to manage complex projects/programs, including coordinating multiple projects and initiatives at one time Effective collaboration, including working effectively across regions and cultures Strong presentation skills and the ability to influence others to gain support and commitment Attentiveness to stakeholder management, including success in building relationships across levels and functional groups Strong time management and organizational skills Flexibility in response to a fast-paced, evolving field Ability to quickly develop knowledge of GA's ESG capabilities Education & Preferred Qualifications Bachelor's degree required 5-7 years of experience required Experience with regulatory analysis and implementation required Prior ESG experience preferred Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer
Dec 05, 2022
Full time
ESG Analyst, State Street Global Advisors, Assistant Vice President, Hybrid State Street Corporation Details Posted: 02-Dec-22 Location: London, United Kingdom Type: Full Time Salary: Open Internal Number: Who we are looking for As an ESG Analyst in State Street Global Advisors' (GA's) ESG organization, you will contribute to the development and implementation of GA's ESG infrastructure, which helps us meet regulatory expectations and industry standards and provide high quality service to our clients. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. What you will be responsible for As ESG Analyst (AVP), you will report into to the Head of ESG Operations & Administration and will be responsible for the following: Play a key role in analyzing and implementing ESG and stewardship regulations that impact the asset management industry, including providing expertise to colleagues and clients around UK TCFD requirements Play a key role in analyzing and implementing GA's industry and public commitments to ensure accuracy and alignment of public statements to internal practices, including leading the production of GA's annual TCFD report Collaborate with Legal, Risk, and Compliance to ensure GA's ESG framework adheres to internal requirements, regulatory obligations, and external commitments, and implement framework as needed Collaborate across firm functions, including asset stewardship, portfolio management, product, operations, and client reporting, to design and implement ESG efforts Work closely with the Head of ESG Operations & Administration to build globally consistent processes and reporting, where appropriate Monitor regulatory and industry ESG expectations, and adapt priorities and processes as needed What we value These skills will help you succeed in this role Experience working in asset management, including on ESG topics Experience with regulatory analysis and implementation Knowledge of current/pending ESG regulations, particularly UK TCFD expectations, and attentiveness to the evolving ESG regulatory landscape Ability to manage complex projects/programs, including coordinating multiple projects and initiatives at one time Effective collaboration, including working effectively across regions and cultures Strong presentation skills and the ability to influence others to gain support and commitment Attentiveness to stakeholder management, including success in building relationships across levels and functional groups Strong time management and organizational skills Flexibility in response to a fast-paced, evolving field Ability to quickly develop knowledge of GA's ESG capabilities Education & Preferred Qualifications Bachelor's degree required 5-7 years of experience required Experience with regulatory analysis and implementation required Prior ESG experience preferred Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Create a Job Alert for Similar Jobs Connections working at State Street Corporation More Jobs from This Employer