Client Service Executive, Wealth Management Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Within Wealth Management we offer an objective long term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth. We provide a comprehensive range of Wealth Management services to some of the world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short term thinking often dominates, our long term perspective sets us apart. We believe preservation first is the right approach to managing wealth. Overview of Role We are now looking to recruit a Client Service Executive to provide administrative services for Rothschild & Co Wealth Management clients and to support one of our Client Adviser teams in their delivery of clients' requirements. The position requires regular client contact and working closely internally with the Client Advisers, Portfolio Managers, Compliance and operational departments; both in London, Guernsey and Zurich. Responsibilities Be the primary point of contact for all administrative procedures and ad hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers Ensure that all parties are kept informed of the progress of all issues and that all queries/questions are resolved in line with internal procedure and to the client's satisfaction. Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties whilst identifying any potential enhancement or improvements Cash Management Ensure all payment requests, either recurring or ad hoc, are completed in a timely manner having received the appropriately authorised instructions along with all anti money laundering requirements. Provide administrative support for client's banking requirements including loans, deposits and account transfers. Monitor overdrafts that are the result of client activity and ensure corrective action is implemented. Ensure the correct management fee structures are implemented as per the client mandate. Client Take On Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients. Ensure completion of all client documentation and system required static data. Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements. Manage the take on of all cash and stock positions internally with the back office whilst keeping the appropriate Portfolio Manager and Client Adviser informed of progress. Client Data, Correspondence and Account Maintenance Maintain accurate and complete static data on all systems at all times. Ensure that any changes are affected in a timely manner, reconfirmed with the client and the appropriate authorisation for changes is received. Maintain an overview of client documents and information recorded in internal systems to ensure appropriateness, completeness of information for KYC purposes and that all relevant information may be accessed. Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary Valuations and Reporting Assist with client reporting to ensure that periodic statements are sent within agreed timeframes. These include bank statements, valuations, tax packs and any other documentation required. Provide clients with ad hoc standard reporting as requested Oversee performance reporting and answer client queries when required Forms, Complaints and Systems Report all incidents, monetary errors and client complaints to the Client Adviser and the Head of Front Office Support; making recommendations for change where appropriate Preparation of bespoke reporting and fee calculations Assist in the implementation of all new relevant systems and processes Experience, Skills and Competencies Required Previous experience in a similar role at a Wealth Management firm Diligent and high level of attention to detail even when working under pressure Strong organisational skills and ability to prioritise Excellent oral and written communication skills Self starter and team player Ability to work to deadlines Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent
Dec 12, 2025
Full time
Client Service Executive, Wealth Management Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Within Wealth Management we offer an objective long term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth. We provide a comprehensive range of Wealth Management services to some of the world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short term thinking often dominates, our long term perspective sets us apart. We believe preservation first is the right approach to managing wealth. Overview of Role We are now looking to recruit a Client Service Executive to provide administrative services for Rothschild & Co Wealth Management clients and to support one of our Client Adviser teams in their delivery of clients' requirements. The position requires regular client contact and working closely internally with the Client Advisers, Portfolio Managers, Compliance and operational departments; both in London, Guernsey and Zurich. Responsibilities Be the primary point of contact for all administrative procedures and ad hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers Ensure that all parties are kept informed of the progress of all issues and that all queries/questions are resolved in line with internal procedure and to the client's satisfaction. Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties whilst identifying any potential enhancement or improvements Cash Management Ensure all payment requests, either recurring or ad hoc, are completed in a timely manner having received the appropriately authorised instructions along with all anti money laundering requirements. Provide administrative support for client's banking requirements including loans, deposits and account transfers. Monitor overdrafts that are the result of client activity and ensure corrective action is implemented. Ensure the correct management fee structures are implemented as per the client mandate. Client Take On Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients. Ensure completion of all client documentation and system required static data. Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements. Manage the take on of all cash and stock positions internally with the back office whilst keeping the appropriate Portfolio Manager and Client Adviser informed of progress. Client Data, Correspondence and Account Maintenance Maintain accurate and complete static data on all systems at all times. Ensure that any changes are affected in a timely manner, reconfirmed with the client and the appropriate authorisation for changes is received. Maintain an overview of client documents and information recorded in internal systems to ensure appropriateness, completeness of information for KYC purposes and that all relevant information may be accessed. Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary Valuations and Reporting Assist with client reporting to ensure that periodic statements are sent within agreed timeframes. These include bank statements, valuations, tax packs and any other documentation required. Provide clients with ad hoc standard reporting as requested Oversee performance reporting and answer client queries when required Forms, Complaints and Systems Report all incidents, monetary errors and client complaints to the Client Adviser and the Head of Front Office Support; making recommendations for change where appropriate Preparation of bespoke reporting and fee calculations Assist in the implementation of all new relevant systems and processes Experience, Skills and Competencies Required Previous experience in a similar role at a Wealth Management firm Diligent and high level of attention to detail even when working under pressure Strong organisational skills and ability to prioritise Excellent oral and written communication skills Self starter and team player Ability to work to deadlines Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent
Client Service Executive, Wealth Management page is loaded Client Service Executive, Wealth Managementlocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 2, 2026 (23 days left to apply)job requisition id: JR014851Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Rothschild & Co Wealth Management Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth.We provide a comprehensive range of Wealth Management services to some of the world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long -term perspective sets us apart. We believe preservation-first is the right approach to managing wealth. Overview of Role We are now looking to recruit a Client Service Executive to provide administrative services for Rothschild & Co Wealth Management clients and to support one of our Client Adviser teams in their delivery of clients' requirements. The position requires regular client contact and working closely internally with the Client Advisers, Portfolio Managers, Compliance and operational departments; both in London, Guernsey and Zurich. Responsibilities Be the primary point of contact for all administrative procedures and ad-hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers Ensure that all parties are kept informed of the progress of all issues and that all queries/questions are resolved in line with internal procedure and to the client's satisfaction. Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties whilst identifying any potential enhancement or improvements Cash Management Ensure all payment requests, either recurring or ad-hoc, are completed in a timely manner having received the appropriately authorised instructions along with all anti-money laundering requirements. Provide administrative support for client's banking requirements including loans, deposits and account transfers. Monitor overdrafts that are the result of client activity and ensure corrective action is implemented. Ensure the correct management fee structures are implemented as per the client mandate. Client Take On Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients. Ensure completion of all client documentation and system required static data. Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements. Manage the take on of all cash and stock positions internally with the back office whilst keeping the appropriate Portfolio Manager and Client Adviser informed of progress. Client Data, Correspondence and Account Maintenance Maintain accurate and complete static data on all systems at all times. Ensure that any changes are affected in a timely manner, reconfirmed with the client and the appropriate authorisation for changes is received. Maintain an overview of client documents and information recorded in internal systems to ensure appropriateness, completeness of information for KYC purposes and that all relevant information may be accessed. Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary Valuations and Reporting Assist with client reporting to ensure that periodic statements are sent within agreed timeframes. These include bank statements, valuations, tax packs and any other documentation required. Provide clients with ad-hoc standard reporting as requested Oversee performance reporting and answer client queries when required Forms, Complaints and Systems Report all incidents, monetary errors and client complaints to the Client Adviser and the Head of Front Office Support; making recommendations for change where appropriate Preparation of bespoke reporting and fee calculations Assist in the implementation of all new relevant systems and processes Experience, Skills and Competencies Required Previous experience in a similar role at a Wealth Management firm Diligent and high level of attention to detail even when working under pressure Strong organisational skills and ability to prioritise Excellent oral and written communication skills Self-starter and team player Ability to work to deadlines Computer literate (MS Office) Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Dec 11, 2025
Full time
Client Service Executive, Wealth Management page is loaded Client Service Executive, Wealth Managementlocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 2, 2026 (23 days left to apply)job requisition id: JR014851Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Rothschild & Co Wealth Management Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth.We provide a comprehensive range of Wealth Management services to some of the world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long -term perspective sets us apart. We believe preservation-first is the right approach to managing wealth. Overview of Role We are now looking to recruit a Client Service Executive to provide administrative services for Rothschild & Co Wealth Management clients and to support one of our Client Adviser teams in their delivery of clients' requirements. The position requires regular client contact and working closely internally with the Client Advisers, Portfolio Managers, Compliance and operational departments; both in London, Guernsey and Zurich. Responsibilities Be the primary point of contact for all administrative procedures and ad-hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers Ensure that all parties are kept informed of the progress of all issues and that all queries/questions are resolved in line with internal procedure and to the client's satisfaction. Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties whilst identifying any potential enhancement or improvements Cash Management Ensure all payment requests, either recurring or ad-hoc, are completed in a timely manner having received the appropriately authorised instructions along with all anti-money laundering requirements. Provide administrative support for client's banking requirements including loans, deposits and account transfers. Monitor overdrafts that are the result of client activity and ensure corrective action is implemented. Ensure the correct management fee structures are implemented as per the client mandate. Client Take On Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients. Ensure completion of all client documentation and system required static data. Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements. Manage the take on of all cash and stock positions internally with the back office whilst keeping the appropriate Portfolio Manager and Client Adviser informed of progress. Client Data, Correspondence and Account Maintenance Maintain accurate and complete static data on all systems at all times. Ensure that any changes are affected in a timely manner, reconfirmed with the client and the appropriate authorisation for changes is received. Maintain an overview of client documents and information recorded in internal systems to ensure appropriateness, completeness of information for KYC purposes and that all relevant information may be accessed. Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary Valuations and Reporting Assist with client reporting to ensure that periodic statements are sent within agreed timeframes. These include bank statements, valuations, tax packs and any other documentation required. Provide clients with ad-hoc standard reporting as requested Oversee performance reporting and answer client queries when required Forms, Complaints and Systems Report all incidents, monetary errors and client complaints to the Client Adviser and the Head of Front Office Support; making recommendations for change where appropriate Preparation of bespoke reporting and fee calculations Assist in the implementation of all new relevant systems and processes Experience, Skills and Competencies Required Previous experience in a similar role at a Wealth Management firm Diligent and high level of attention to detail even when working under pressure Strong organisational skills and ability to prioritise Excellent oral and written communication skills Self-starter and team player Ability to work to deadlines Computer literate (MS Office) Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
A leading financial services group in Greater London seeks a Client Service Executive in Wealth Management. The role involves providing administrative support, coordinating new client onboarding processes, and maintaining client data. Ideal candidates have experience in a similar position and possess strong attention to detail, organizational skills, and communication abilities. The position offers a full-time opportunity within a committed and inclusive environment.
Dec 11, 2025
Full time
A leading financial services group in Greater London seeks a Client Service Executive in Wealth Management. The role involves providing administrative support, coordinating new client onboarding processes, and maintaining client data. Ideal candidates have experience in a similar position and possess strong attention to detail, organizational skills, and communication abilities. The position offers a full-time opportunity within a committed and inclusive environment.
Denmark Investment Banking - Associate or Senior Analyst page is loaded Denmark Investment Banking - Associate or Senior Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR014406Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role In our Global Advisory division, we provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face.In Denmark, we have a long-standing and excellent track record and have advised on many of the market's landmark transactions in recent years. Our clients include the market's premier clients across private equity, corporates, as well as foundations/families and entrepreneurs. We advise local clients on their international M&A and financing (equity as well as debt) agenda across the world, as well as international clients on transactions into the local market.Our dedicated Danish Team consists of seven high-calibre professionals based in London and Copenhagen, working closely with our global sector and product teams, as well as our 25+ employees office in Stockholm. The team is looking to expand with an Associate or Senior Analyst, to be based in London. Driven by the size and flat organisation of the team, junior team members are offered significant responsibility and exposure from day one in a highly dynamic environment. Responsibilities Being an integrated part of the team's origination and execution of M&A and financing transactions, including participation in internal and external meetings Developing and maintaining standard or bespoke financial models with support from colleagues Preparing valuation analyses to support client advice including LBO, DCF and trading and transaction comparables Managing workstreams on transactions in close collaboration with senior and junior colleagues Drafting marketing materials including information memoranda and management presentations Researching relevant industries to support the team's marketing initiatives Supporting the team in coordinating transaction processes both internally, with other advisers and with clients Education and Qualifications Strong academic credentials within Finance, Economics or similar MSc and/or BSc degree from a leading Danish or international university Experience, Skills and Competencies Required Native in Danish and fluent in English Genuine interest in corporate finance and M&A in particular, in particular in the Nordics Solid experience from a leading local or international investment bank Very strong analytical and numerical skills Excellent computer skills including MS Office (Word, Excel, PowerPoint) Excellent communication and teamwork capabilities Diligent and committed to excellence Attention to detail, ability to handle multiple tasks simultaneously and sound organisation of work Ambitious, driven and capable of delivering results while working under tight deadlines Certified role status : Yes Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Dec 10, 2025
Full time
Denmark Investment Banking - Associate or Senior Analyst page is loaded Denmark Investment Banking - Associate or Senior Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR014406Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role In our Global Advisory division, we provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face.In Denmark, we have a long-standing and excellent track record and have advised on many of the market's landmark transactions in recent years. Our clients include the market's premier clients across private equity, corporates, as well as foundations/families and entrepreneurs. We advise local clients on their international M&A and financing (equity as well as debt) agenda across the world, as well as international clients on transactions into the local market.Our dedicated Danish Team consists of seven high-calibre professionals based in London and Copenhagen, working closely with our global sector and product teams, as well as our 25+ employees office in Stockholm. The team is looking to expand with an Associate or Senior Analyst, to be based in London. Driven by the size and flat organisation of the team, junior team members are offered significant responsibility and exposure from day one in a highly dynamic environment. Responsibilities Being an integrated part of the team's origination and execution of M&A and financing transactions, including participation in internal and external meetings Developing and maintaining standard or bespoke financial models with support from colleagues Preparing valuation analyses to support client advice including LBO, DCF and trading and transaction comparables Managing workstreams on transactions in close collaboration with senior and junior colleagues Drafting marketing materials including information memoranda and management presentations Researching relevant industries to support the team's marketing initiatives Supporting the team in coordinating transaction processes both internally, with other advisers and with clients Education and Qualifications Strong academic credentials within Finance, Economics or similar MSc and/or BSc degree from a leading Danish or international university Experience, Skills and Competencies Required Native in Danish and fluent in English Genuine interest in corporate finance and M&A in particular, in particular in the Nordics Solid experience from a leading local or international investment bank Very strong analytical and numerical skills Excellent computer skills including MS Office (Word, Excel, PowerPoint) Excellent communication and teamwork capabilities Diligent and committed to excellence Attention to detail, ability to handle multiple tasks simultaneously and sound organisation of work Ambitious, driven and capable of delivering results while working under tight deadlines Certified role status : Yes Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Private Equity Capital Markets - Associate page is loaded Private Equity Capital Markets - Associatelocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 15, 2025 (23 days left to apply)job requisition id: JR014712Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role Associate in our Global Market Solutions division, focusing on private equity capital markets. Expect to be given meaningful responsibility as soon as you join the desk. Global Markets Solutions Overview Rothschild & Co's Equity Capital Markets advisory practise has been the leading independent adviser following its formation in 2009. Since then, we have worked on over 430 equity offerings with a combined deal value of over €390 billion, across the full spectrum of IPOs and other equity offerings. The work is heavily skewed towards transactions rather than pitching, with a strong pipeline of deals and the team works closely with the M&A sector teams as well as our market-leading debt advisory team.The transaction types our Private ECM team cover include: Private equity capital markets: Raising equity & equity-like capital for private companies Minority equity / non-control transactions Preferred & structured equity transactions Syndicated minority transactions Growth equity & venture capital raisesOur team are experts in structuring and managing non-control equity transactions. We partner with our M&A and Debt advisory teams to provide strategic advice to clients on transaction options, structure, governance, investors, tactics, execution and implementation. Responsibilities Day-to-day process management and coordination of transaction execution Preparation of financial models and other financial analysis Preparation of marketing materials and other transaction documentation Strategic analysis of governance and structuring options to meet client objectives Support transaction origination and sourcing activities, including the preparation of marketing materials and market research Experience, Skills and Competencies Required Achieved a minimum of a 2:1 or equivalent in your university degree 3-5 years of prior experience in investment banking, transaction services or private equity Previous experience in Private ECM or M&A is a plus, but not essential Demonstrable interest in Private equity capital markets Excellent financial modelling skills (Excel) Excellent computer skills including MS Office (Word and PowerPoint) Ability to communicate clearly Self-motivated and proactive individual who can apply critical thinking to both transaction execution and origination efforts Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Dec 10, 2025
Full time
Private Equity Capital Markets - Associate page is loaded Private Equity Capital Markets - Associatelocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 15, 2025 (23 days left to apply)job requisition id: JR014712Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role Associate in our Global Market Solutions division, focusing on private equity capital markets. Expect to be given meaningful responsibility as soon as you join the desk. Global Markets Solutions Overview Rothschild & Co's Equity Capital Markets advisory practise has been the leading independent adviser following its formation in 2009. Since then, we have worked on over 430 equity offerings with a combined deal value of over €390 billion, across the full spectrum of IPOs and other equity offerings. The work is heavily skewed towards transactions rather than pitching, with a strong pipeline of deals and the team works closely with the M&A sector teams as well as our market-leading debt advisory team.The transaction types our Private ECM team cover include: Private equity capital markets: Raising equity & equity-like capital for private companies Minority equity / non-control transactions Preferred & structured equity transactions Syndicated minority transactions Growth equity & venture capital raisesOur team are experts in structuring and managing non-control equity transactions. We partner with our M&A and Debt advisory teams to provide strategic advice to clients on transaction options, structure, governance, investors, tactics, execution and implementation. Responsibilities Day-to-day process management and coordination of transaction execution Preparation of financial models and other financial analysis Preparation of marketing materials and other transaction documentation Strategic analysis of governance and structuring options to meet client objectives Support transaction origination and sourcing activities, including the preparation of marketing materials and market research Experience, Skills and Competencies Required Achieved a minimum of a 2:1 or equivalent in your university degree 3-5 years of prior experience in investment banking, transaction services or private equity Previous experience in Private ECM or M&A is a plus, but not essential Demonstrable interest in Private equity capital markets Excellent financial modelling skills (Excel) Excellent computer skills including MS Office (Word and PowerPoint) Ability to communicate clearly Self-motivated and proactive individual who can apply critical thinking to both transaction execution and origination efforts Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
2026 UK Pioneer Work Experience Programme Application close date: As we recruit on a rolling basis, candidates are encouraged to submit their applications early to ensure consideration Eligibility: This programme is aimed at students in year 13. The programme will require those attending to have accommodation within a commutable distance of London for the duration of the programme. Duration: This is a 3-day programme Start date: August 2026 Location: London, United Kingdom Overview: Rothschild & Co's Pioneer Work Experience Programme is aimed at year 13 students who are considering a career in financial advisory. This programme, centred on our Global Advisory division, will serve as an introduction to our M&A, Debt and Restructuring and Global Markets Solutions businesses, giving you a valuable insight into life as a banker at Rothschild & Co. During the programme, you will have the opportunity to network with junior bankers from our Global Advisory, Wealth Management and Five Arrows divisions, as well as taking part in informative skills sessions. You will also get the chance to understand more about the different business areas mentioned above through listening to presentations from Analysts across each division. Additionally, you will work together in groups with other students to prepare an exciting project and present it at the end of the programme. We also run tours of our historical archives so students can see for themselves how our success across two centuries has been shaped by the involvement of the Rothschild family, and how our business model makes us truly unique. We hope that by the end of the programme many of you will be inspired by a career in financial advisory, and as such we will be offering a stay in touch programme for those that are interested in a career with us. Qualifications and competencies required: On track for minimum 136 UCAS points or equivalent Candidates should be motivated to learn, have an interest in financial services and be a good team player.
Dec 10, 2025
Full time
2026 UK Pioneer Work Experience Programme Application close date: As we recruit on a rolling basis, candidates are encouraged to submit their applications early to ensure consideration Eligibility: This programme is aimed at students in year 13. The programme will require those attending to have accommodation within a commutable distance of London for the duration of the programme. Duration: This is a 3-day programme Start date: August 2026 Location: London, United Kingdom Overview: Rothschild & Co's Pioneer Work Experience Programme is aimed at year 13 students who are considering a career in financial advisory. This programme, centred on our Global Advisory division, will serve as an introduction to our M&A, Debt and Restructuring and Global Markets Solutions businesses, giving you a valuable insight into life as a banker at Rothschild & Co. During the programme, you will have the opportunity to network with junior bankers from our Global Advisory, Wealth Management and Five Arrows divisions, as well as taking part in informative skills sessions. You will also get the chance to understand more about the different business areas mentioned above through listening to presentations from Analysts across each division. Additionally, you will work together in groups with other students to prepare an exciting project and present it at the end of the programme. We also run tours of our historical archives so students can see for themselves how our success across two centuries has been shaped by the involvement of the Rothschild family, and how our business model makes us truly unique. We hope that by the end of the programme many of you will be inspired by a career in financial advisory, and as such we will be offering a stay in touch programme for those that are interested in a career with us. Qualifications and competencies required: On track for minimum 136 UCAS points or equivalent Candidates should be motivated to learn, have an interest in financial services and be a good team player.
2026 UK Horizon Women's Work Experience Programme Application close date: As we recruit on a rolling basis, candidates are encouraged to submit their applications early to ensure consideration. Eligibility: This programme is aimed at female students in year 13. The programme will require those attending to have accommodation within a commutable distance of London for the duration of the programme. Duration: This is a 3-day programme Start date: August 2026 Location: London, United Kingdom Overview Rothschild & Co's Horizon Work Experience Programme is aimed at year 13 female students who are considering a career in financial advisory. This programme, centred on our Global Advisory division, will serve as an introduction to our M&A, Debt and Restructuring and Global Markets Solutions businesses, giving you a valuable insight into life as a banker at Rothschild & Co. During the programme, you will have the opportunity to network with junior bankers from our Global Advisory, Rothschild & Co Redburn, Wealth Management and Five Arrows divisions, as well as taking part in informative skills sessions. You will also get the chance to understand more about the different business areas mentioned above through listening to presentations from Analysts across each division. Additionally, you will work together in groups with other students to prepare an exciting project and present it at the end of the programme. We also run tours of our historical archives so students can see for themselves how our success across two centuries has been shaped by the involvement of the Rothschild family, and how our business model makes us truly unique. We hope that by the end of the programme many of you will be inspired by a career in financial advisory, and as such we will be offering a stay in touch programme for those that are interested in a career with us. Qualifications and competencies required On track for minimum 136 UCAS points or equivalent. Candidates should be motivated to learn, have an interest in financial services and be a good team player.
Dec 10, 2025
Full time
2026 UK Horizon Women's Work Experience Programme Application close date: As we recruit on a rolling basis, candidates are encouraged to submit their applications early to ensure consideration. Eligibility: This programme is aimed at female students in year 13. The programme will require those attending to have accommodation within a commutable distance of London for the duration of the programme. Duration: This is a 3-day programme Start date: August 2026 Location: London, United Kingdom Overview Rothschild & Co's Horizon Work Experience Programme is aimed at year 13 female students who are considering a career in financial advisory. This programme, centred on our Global Advisory division, will serve as an introduction to our M&A, Debt and Restructuring and Global Markets Solutions businesses, giving you a valuable insight into life as a banker at Rothschild & Co. During the programme, you will have the opportunity to network with junior bankers from our Global Advisory, Rothschild & Co Redburn, Wealth Management and Five Arrows divisions, as well as taking part in informative skills sessions. You will also get the chance to understand more about the different business areas mentioned above through listening to presentations from Analysts across each division. Additionally, you will work together in groups with other students to prepare an exciting project and present it at the end of the programme. We also run tours of our historical archives so students can see for themselves how our success across two centuries has been shaped by the involvement of the Rothschild family, and how our business model makes us truly unique. We hope that by the end of the programme many of you will be inspired by a career in financial advisory, and as such we will be offering a stay in touch programme for those that are interested in a career with us. Qualifications and competencies required On track for minimum 136 UCAS points or equivalent. Candidates should be motivated to learn, have an interest in financial services and be a good team player.
A leading global financial services group in London is seeking a Microsoft Power Platforms Administrator to support the management and optimization of their Power Platform ecosystem. This role involves working closely with stakeholders to enhance business operations using Microsoft Power Apps and Power Automate. The candidate should have strong analytical skills and experience with Dynamics 365. This position offers a dynamic work environment focused on continuous improvement.
Dec 09, 2025
Full time
A leading global financial services group in London is seeking a Microsoft Power Platforms Administrator to support the management and optimization of their Power Platform ecosystem. This role involves working closely with stakeholders to enhance business operations using Microsoft Power Apps and Power Automate. The candidate should have strong analytical skills and experience with Dynamics 365. This position offers a dynamic work environment focused on continuous improvement.
Microsoft Power Platforms Administrator (D365) page is loaded Microsoft Power Platforms Administrator (D365)locations: Londontime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: December 13, 2025 (17 days left to apply)job requisition id: JR014719Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Rothschild & Co - Wealth Management UK, Business Applications At Rothschild & Co Wealth Management, we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth. We provide a comprehensive range of private wealth services to some of the world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.We have recently introduced a Head of Business Applications to support the WMUK business to define and build new IT Services to meet rapidly evolving business needs and support business growth. Role Overview The Power Platforms Administrator role will report into the Power Platform Lead and will work closely with WMUK Power Platforms Team, key business stakeholders and subject matter experts across Wealth Management as well as Group IT and local IT teams in our other locations.We are seeking a talented and experienced Power Platforms Administrator to join our Business Applications function. As a Power Platforms Administrator, you will play a critical role in supporting the ongoing management and optimisation of the firms Power Platform ecosystem including Microsoft Dynamics 365, Power Apps, Power Automate and related services. You will work closely with stakeholders to streamline business operations and support the delivery of continuous improvement, environment management and change control, ensuring the platform evolves with business strategic and user needs.You are pragmatic and able to balance business needs and complexity. You keep pace with technology trends in the Power Platforms arena and foster a culture of continuous improvement and being able to suggest and lead innovations in the Power Platforms space.The role is based in London but occasionally you may be expected to travel to other locations as the role demands. Responsibilities Platform Operations & Governance + Support the daily operation and maintenance of the Power Platform environments including user access management, configuration and governance. + Monitor capacity usage, licensing, and performance across Power Apps, escalating issues where required. + Maintain documentation relating to environment setup, governance, data policies, and security configurations. + Participate in governance processes by preparing platform analysis. Development Support + Assist in validation and testing enhancements within Dynamics 365 (model-driven apps) and canvas apps, working in the SCRUM team. + Contribute to backlog refinement by capturing business requirements and translating them into actionable work items. User & Stakeholder Engagement + Act as the first point of contact for platform-related queries and incident triage, collaborating with delivery team, internal support channels and third-party partners. + Support user communications and documentation. Continuous Improvement & Innovation + Identify opportunities to improve platform efficiency, data quality, and user experience. + Keep abreast of Microsoft's Power Platform roadmap and new feature releases, assessing potential adoption within WMUK Experience & Skills Essential Experience working with Microsoft Power Platform components particularly Power Apps, Power Automate, and Dataverse. Understanding of Dynamics 365 Customer Engagement (model-driven apps) and Platform Admin Centre. Strong analytical and problem-solving skills, with attention to detail and accuracy. Excellent communication and collaboration skills, with the ability to work effectively across technical and business teams. Comfortable working in a regulated environment, with an appreciation for governance, risk, and change management principles. Desirable Familiarity with Azure DevOps, particularly for backlog management. Awareness of data structures, relationships, and Power BI integration within the Power Platform. Experience supporting environment governance and security models (e.g. DLP policies, role-based access). Prior exposure to financial services or wealth management operations. Personal Attributes Ability to interact professionally with the full spectrum of stakeholders Self-motivated, determined and focussed to get the job done properly, using his/ her own initiative when a situation demands it A process-oriented individual, with strong management skills, who has the flexibility to thrive in a fast-paced, dynamic organization with high levels of technical complexity Detail oriented yet also pragmatic and able to balance conflicting and changing demands Ability to learn quickly with a "can do" attitude to turn challenges into opportunities Effective communicator who can adjust communication style to fit the audience and message. Providing timely information to help others across the organisation. Encourages the open express of diverse ideas and opinions Ability to work with stakeholders to develop initially ambiguously defined needs into real solutions Commercial awareness and knowledge of what is happening in the external market and how to make Technology a differentiator Emotional and Cultural Awareness in an international, distributed organisation. A collaborative team player who values shared success.One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
Dec 09, 2025
Full time
Microsoft Power Platforms Administrator (D365) page is loaded Microsoft Power Platforms Administrator (D365)locations: Londontime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: December 13, 2025 (17 days left to apply)job requisition id: JR014719Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Rothschild & Co - Wealth Management UK, Business Applications At Rothschild & Co Wealth Management, we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients' wealth. We provide a comprehensive range of private wealth services to some of the world's wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.We have recently introduced a Head of Business Applications to support the WMUK business to define and build new IT Services to meet rapidly evolving business needs and support business growth. Role Overview The Power Platforms Administrator role will report into the Power Platform Lead and will work closely with WMUK Power Platforms Team, key business stakeholders and subject matter experts across Wealth Management as well as Group IT and local IT teams in our other locations.We are seeking a talented and experienced Power Platforms Administrator to join our Business Applications function. As a Power Platforms Administrator, you will play a critical role in supporting the ongoing management and optimisation of the firms Power Platform ecosystem including Microsoft Dynamics 365, Power Apps, Power Automate and related services. You will work closely with stakeholders to streamline business operations and support the delivery of continuous improvement, environment management and change control, ensuring the platform evolves with business strategic and user needs.You are pragmatic and able to balance business needs and complexity. You keep pace with technology trends in the Power Platforms arena and foster a culture of continuous improvement and being able to suggest and lead innovations in the Power Platforms space.The role is based in London but occasionally you may be expected to travel to other locations as the role demands. Responsibilities Platform Operations & Governance + Support the daily operation and maintenance of the Power Platform environments including user access management, configuration and governance. + Monitor capacity usage, licensing, and performance across Power Apps, escalating issues where required. + Maintain documentation relating to environment setup, governance, data policies, and security configurations. + Participate in governance processes by preparing platform analysis. Development Support + Assist in validation and testing enhancements within Dynamics 365 (model-driven apps) and canvas apps, working in the SCRUM team. + Contribute to backlog refinement by capturing business requirements and translating them into actionable work items. User & Stakeholder Engagement + Act as the first point of contact for platform-related queries and incident triage, collaborating with delivery team, internal support channels and third-party partners. + Support user communications and documentation. Continuous Improvement & Innovation + Identify opportunities to improve platform efficiency, data quality, and user experience. + Keep abreast of Microsoft's Power Platform roadmap and new feature releases, assessing potential adoption within WMUK Experience & Skills Essential Experience working with Microsoft Power Platform components particularly Power Apps, Power Automate, and Dataverse. Understanding of Dynamics 365 Customer Engagement (model-driven apps) and Platform Admin Centre. Strong analytical and problem-solving skills, with attention to detail and accuracy. Excellent communication and collaboration skills, with the ability to work effectively across technical and business teams. Comfortable working in a regulated environment, with an appreciation for governance, risk, and change management principles. Desirable Familiarity with Azure DevOps, particularly for backlog management. Awareness of data structures, relationships, and Power BI integration within the Power Platform. Experience supporting environment governance and security models (e.g. DLP policies, role-based access). Prior exposure to financial services or wealth management operations. Personal Attributes Ability to interact professionally with the full spectrum of stakeholders Self-motivated, determined and focussed to get the job done properly, using his/ her own initiative when a situation demands it A process-oriented individual, with strong management skills, who has the flexibility to thrive in a fast-paced, dynamic organization with high levels of technical complexity Detail oriented yet also pragmatic and able to balance conflicting and changing demands Ability to learn quickly with a "can do" attitude to turn challenges into opportunities Effective communicator who can adjust communication style to fit the audience and message. Providing timely information to help others across the organisation. Encourages the open express of diverse ideas and opinions Ability to work with stakeholders to develop initially ambiguously defined needs into real solutions Commercial awareness and knowledge of what is happening in the external market and how to make Technology a differentiator Emotional and Cultural Awareness in an international, distributed organisation. A collaborative team player who values shared success.One reason for the long-term success of our business is the importance we place on being principledIt is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people - and we look for the same qualities from them in returnOur teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds - encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients
A leading financial services firm is seeking a Microsoft Power Platforms Administrator to support the management and optimization of their Power Platform ecosystem in London. The ideal candidate will have experience with Power Apps and Power Automate, strong analytical skills, and the ability to work effectively in a regulated environment. This role offers the opportunity to contribute to continuous improvement and innovation within a collaborative team.
Dec 09, 2025
Full time
A leading financial services firm is seeking a Microsoft Power Platforms Administrator to support the management and optimization of their Power Platform ecosystem in London. The ideal candidate will have experience with Power Apps and Power Automate, strong analytical skills, and the ability to work effectively in a regulated environment. This role offers the opportunity to contribute to continuous improvement and innovation within a collaborative team.