Client Relationship Officer (m f x) London Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. A position is open for a Client Relationship Officer in our London office. You will be supporting the UK team and be the point of entry for all operational requests from bankers or clients. Responsibilities Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions, and requirements in conjunction with relationship managers. Lead the end to end account opening process, considering local regulatory specificities that drive documentation requirements. Account Maintenance. Lead KYC information gathering and update documents in the systems as needed. Organize incoming and outgoing correspondence (telephone, fax, email, post), adhering to confidentiality guidelines and procedures. Process workflow requests in the systems (credit lines, etc.). Coordinate with the zone's Business Risk Manager and compliance to resolve risk & compliance matters. Process credit requests, manage levels/margin calls/renewals of facilities, and contact clients if needed. Receive and transmit orders: buy/sell trades (per client instructions). Process payments and transfers. Establish effective working relationships with other Pictet employees. Assist in preparing for client visits and attend meetings when required. Adhere to all policies and directives and support implementing new ones. Comply fully with FCA rules and guidelines. Qualifications Degree level education. FCA competent, holding IAD or IMC qualification. Experience in a similar role within Private Banking/wealth management. IT skills and knowledge of relevant software and online systems. Service oriented, outgoing, and professional. Understanding of client documentation and internal processes of a wealth manager. Good knowledge of regulatory dimensions (UKRND, cross border, R&C, FATCA, CRS, etc.). Reliable, resilient, responsible, and able to multi task and prioritize. Solutions oriented and proactive. Excellent communication and presentation skills, both written and oral.
Nov 20, 2025
Full time
Client Relationship Officer (m f x) London Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. A position is open for a Client Relationship Officer in our London office. You will be supporting the UK team and be the point of entry for all operational requests from bankers or clients. Responsibilities Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions, and requirements in conjunction with relationship managers. Lead the end to end account opening process, considering local regulatory specificities that drive documentation requirements. Account Maintenance. Lead KYC information gathering and update documents in the systems as needed. Organize incoming and outgoing correspondence (telephone, fax, email, post), adhering to confidentiality guidelines and procedures. Process workflow requests in the systems (credit lines, etc.). Coordinate with the zone's Business Risk Manager and compliance to resolve risk & compliance matters. Process credit requests, manage levels/margin calls/renewals of facilities, and contact clients if needed. Receive and transmit orders: buy/sell trades (per client instructions). Process payments and transfers. Establish effective working relationships with other Pictet employees. Assist in preparing for client visits and attend meetings when required. Adhere to all policies and directives and support implementing new ones. Comply fully with FCA rules and guidelines. Qualifications Degree level education. FCA competent, holding IAD or IMC qualification. Experience in a similar role within Private Banking/wealth management. IT skills and knowledge of relevant software and online systems. Service oriented, outgoing, and professional. Understanding of client documentation and internal processes of a wealth manager. Good knowledge of regulatory dimensions (UKRND, cross border, R&C, FATCA, CRS, etc.). Reliable, resilient, responsible, and able to multi task and prioritize. Solutions oriented and proactive. Excellent communication and presentation skills, both written and oral.
Trainee Investment Manager (m f x) London Investment Manager Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge Downloads About The BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified. The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential. The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff. Key Essential Experience, Skills, and Knowledge: Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings. Strong numerical acumen and advanced Excel skills. Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency. Excellent communication and interpersonal skills to build and maintain strong client relationships. Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary. Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off. Must-Have Behaviours and Competencies: Keen attention to detail and accuracy in all tasks. Strong client focus and dedication to delivering exceptional service. Independent worker and thinker with a proactive and entrepreneurial mindset. Collaborative team player who supports colleagues' professional growth and development. Commitment to adhering to regulatory standards and ensuring compliance. Willingness to learn and adapt to new challenges and opportunities. Mandatory Professional Qualifications: RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC. 85 Queen Victoria Street, GB-EC4V 4AB London
Nov 18, 2025
Full time
Trainee Investment Manager (m f x) London Investment Manager Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge Downloads About The BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified. The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential. The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff. Key Essential Experience, Skills, and Knowledge: Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings. Strong numerical acumen and advanced Excel skills. Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency. Excellent communication and interpersonal skills to build and maintain strong client relationships. Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary. Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off. Must-Have Behaviours and Competencies: Keen attention to detail and accuracy in all tasks. Strong client focus and dedication to delivering exceptional service. Independent worker and thinker with a proactive and entrepreneurial mindset. Collaborative team player who supports colleagues' professional growth and development. Commitment to adhering to regulatory standards and ensuring compliance. Willingness to learn and adapt to new challenges and opportunities. Mandatory Professional Qualifications: RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC. 85 Queen Victoria Street, GB-EC4V 4AB London
Head of Finance, Relationship Banking (m f x) London Downloads Who is HSBC Innovation Banking? We're the power behind the UK's forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO. Whether it's comprehensive banking, managing cashflow, plans for buyouts or Global Funds Banking, we power ideas at every stage of their journey. From the first-time founders to the funds that back them and everything in between. Here's to never standing still. We're proud to accelerate growth for tech and life science businesses, create meaningful connections and open a world of global opportunity for entrepreneurs and investors alike. As Head of Finance, Relationship Banking, you'll lead a newly formed finance function that supports the strategic and operational priorities of the UK Relationship Banking team. Your focus will be on building out forecasting, reporting, and analytics capabilities that are automated, accurate, and aligned with business needs. This is a senior leadership role responsible for driving data-led insight, improving efficiency, and ensuring finance plays a central role in commercial decision making. The team you'll work with You'll work closely with the Relationship Banking leadership team, Business Finance, the CEO office, ExCo, and external reporting teams. You'll also collaborate across data, risk, and strategy functions to ensure outputs are consistent, well-controlled, and widely used. In addition, you'll be responsible for building and leading a specialist finance team focused on reporting, forecasting, and business analytics. The value you will add You'll Lead The End-to-end Delivery Of: Automated reporting solutions that support day-to-day management and strategic insight Forecasting, stress testing, and scenario analysis to support planning and risk management Business analytics to identify key performance drivers, risks, and opportunities You'll also oversee board and ExCo-level performance updates, support external reporting, and ensure a strong control environment underpins all outputs. Your work will reduce manual effort, improve consistency, and provide timely, relevant insight to support commercial decisions. A recognised finance qualification (e.g. ACA, CFA, FRM or equivalent) Senior experience in financial planning, forecasting, MI or analytics within banking or financial services Proven success in building and leading finance teams through large-scale change or transformation Strong technical capability in automation, reporting tools, and data analysis A solid understanding of commercial banking performance metrics (P&L and balance sheet) Experience delivering board-level reporting and supporting executive decision-making Familiarity with HSBC systems and reporting processes is an advantage 14-18 Finsbury Square, GB-EC2A 1BR London
Nov 12, 2025
Full time
Head of Finance, Relationship Banking (m f x) London Downloads Who is HSBC Innovation Banking? We're the power behind the UK's forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO. Whether it's comprehensive banking, managing cashflow, plans for buyouts or Global Funds Banking, we power ideas at every stage of their journey. From the first-time founders to the funds that back them and everything in between. Here's to never standing still. We're proud to accelerate growth for tech and life science businesses, create meaningful connections and open a world of global opportunity for entrepreneurs and investors alike. As Head of Finance, Relationship Banking, you'll lead a newly formed finance function that supports the strategic and operational priorities of the UK Relationship Banking team. Your focus will be on building out forecasting, reporting, and analytics capabilities that are automated, accurate, and aligned with business needs. This is a senior leadership role responsible for driving data-led insight, improving efficiency, and ensuring finance plays a central role in commercial decision making. The team you'll work with You'll work closely with the Relationship Banking leadership team, Business Finance, the CEO office, ExCo, and external reporting teams. You'll also collaborate across data, risk, and strategy functions to ensure outputs are consistent, well-controlled, and widely used. In addition, you'll be responsible for building and leading a specialist finance team focused on reporting, forecasting, and business analytics. The value you will add You'll Lead The End-to-end Delivery Of: Automated reporting solutions that support day-to-day management and strategic insight Forecasting, stress testing, and scenario analysis to support planning and risk management Business analytics to identify key performance drivers, risks, and opportunities You'll also oversee board and ExCo-level performance updates, support external reporting, and ensure a strong control environment underpins all outputs. Your work will reduce manual effort, improve consistency, and provide timely, relevant insight to support commercial decisions. A recognised finance qualification (e.g. ACA, CFA, FRM or equivalent) Senior experience in financial planning, forecasting, MI or analytics within banking or financial services Proven success in building and leading finance teams through large-scale change or transformation Strong technical capability in automation, reporting tools, and data analysis A solid understanding of commercial banking performance metrics (P&L and balance sheet) Experience delivering board-level reporting and supporting executive decision-making Familiarity with HSBC systems and reporting processes is an advantage 14-18 Finsbury Square, GB-EC2A 1BR London
Head of Climate Product Development (m f x) London Downloads Morningstar Sustainalytics is hiring a Global Head of Climate Solutions. This exciting new role will be responsible for designing and delivering on one of Morningstar's most important strategic initiatives, where we will enable investor success as they consider the impact of the changing climate on their investment strategy and performance. The Head of Climate Solutions will be responsible for designing, building, and launching market-leading climate solutions for investors. As a senior product leader, you will shape the future of investment management by deeply understanding user workflows and outcomes, driving innovation, and managing a global team to deliver impactful solutions. You will work tirelessly to position Morningstar Sustainalytics among the leading providers of Climate Solutions globally. Develop and execute a compelling vision for climate solutions in collaboration with Market Participants and Commercial Teams, informing the overall business strategy. Collaborate with delivery teams to bring solutions to market in an agile fashion. Leading a team of commercial and technical product managers on designing and delivering market-leading climate solutions that consider emissions, transition risk, physical risk, aggregation and other important features. Overseeing product development and enhancements for climate products, ensuring products are built according to specifications and within the timelines set. Collaborating and coordinating product development projects with the relevant functional teams involved. Keeping climate product development prioritization updated and collaborating with product excellence on prioritization. Measure success through product adoption, user satisfaction, and market impact. Ensure product quality and overseeing resolution of climate product defects with relevant functional teams and collaborating with support and client facing staff. Build and maintain strong relationships with market participants and take part in client conversations as a domain expert on Sustainalytics climate products. 15+ years of relevant experience, CFA required 10-15 years of experience in developing analytic and information products for investment managers. Master's degree in a related discipline (economics, environmental science, or finance) Deep understanding of investor needs related to climate change including emissions, transition and physical risk, as well as market knowledge for Sustainable Investing information and analytic solutions. Demonstrated track record of working with investment management clients and supporting sales processes. Effective, pro-active team leader with a proven track record of excellent execution. Experience with initiating and overseeing product development of complex analytic solutions with multiple functions and stakeholders; Proven ability to work cross-functionally with ease and manage competing interests to deliver strategic projects efficiently and effectively. Strong stakeholder management skills, including excellent oral and written communication, planning, analytical, and interpersonal skills.
Nov 12, 2025
Full time
Head of Climate Product Development (m f x) London Downloads Morningstar Sustainalytics is hiring a Global Head of Climate Solutions. This exciting new role will be responsible for designing and delivering on one of Morningstar's most important strategic initiatives, where we will enable investor success as they consider the impact of the changing climate on their investment strategy and performance. The Head of Climate Solutions will be responsible for designing, building, and launching market-leading climate solutions for investors. As a senior product leader, you will shape the future of investment management by deeply understanding user workflows and outcomes, driving innovation, and managing a global team to deliver impactful solutions. You will work tirelessly to position Morningstar Sustainalytics among the leading providers of Climate Solutions globally. Develop and execute a compelling vision for climate solutions in collaboration with Market Participants and Commercial Teams, informing the overall business strategy. Collaborate with delivery teams to bring solutions to market in an agile fashion. Leading a team of commercial and technical product managers on designing and delivering market-leading climate solutions that consider emissions, transition risk, physical risk, aggregation and other important features. Overseeing product development and enhancements for climate products, ensuring products are built according to specifications and within the timelines set. Collaborating and coordinating product development projects with the relevant functional teams involved. Keeping climate product development prioritization updated and collaborating with product excellence on prioritization. Measure success through product adoption, user satisfaction, and market impact. Ensure product quality and overseeing resolution of climate product defects with relevant functional teams and collaborating with support and client facing staff. Build and maintain strong relationships with market participants and take part in client conversations as a domain expert on Sustainalytics climate products. 15+ years of relevant experience, CFA required 10-15 years of experience in developing analytic and information products for investment managers. Master's degree in a related discipline (economics, environmental science, or finance) Deep understanding of investor needs related to climate change including emissions, transition and physical risk, as well as market knowledge for Sustainable Investing information and analytic solutions. Demonstrated track record of working with investment management clients and supporting sales processes. Effective, pro-active team leader with a proven track record of excellent execution. Experience with initiating and overseeing product development of complex analytic solutions with multiple functions and stakeholders; Proven ability to work cross-functionally with ease and manage competing interests to deliver strategic projects efficiently and effectively. Strong stakeholder management skills, including excellent oral and written communication, planning, analytical, and interpersonal skills.
Shareholder Reporting Senior Analyst (m f x) London Analyse Reporting Quant Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge Downloads At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. The Role: To provide a high-quality service for M&G plc as part of the Regulatory Reporting function, that sits within Controls & Assurance, and is responsible for: Shareholder Reporting AIFMD Annex IV Reporting MMF Reporting CPO Reporting Position Limits MiFID Reporting EMIR Reporting SFTR Reporting The Regulatory Reporting function has three teams each with a dedicated Manager. These are the Transaction Reporting Team, the Position Reporting Team and the Change Team. This role is for a Shareholder Reporting Senior Analyst and will report directly to the Position Reporting Manager, who is responsible for the Regulations highlighted above. The Shareholder Reporting Senior Analyst will work closely with the other team members to ensure the impact of business and Regulatory change is managed effectively and internal controls and processes are adjusted accordingly. The focus of the role will be to act as an authoriser of the BAU tasks, to act as an SME/point of contact for the Position Reporting team and to provide support to the Manager in leading the team and helping with the development of the more junior analysts. Within the role, the Shareholder Reporting Senior Analyst will also be required to take ownership of governance forums, the gathering of MI stats and meetings with external stakeholders. The applicant will also be required to carry out analysis and impact on any regulation change, look at process/system enhancements and provide project support where required. Applicants should have strong analytical skills and a good understanding of the Position Reporting Regulations. Flexibility, good communication and a strong desire to develop knowledge and skills are also vital for this role. Proven experience of Shareholder Reporting (Threshold/Disclosure of Interest Reporting) is a requirement for this role. Comply with regulatory requirements associated with all activities. Continually monitor and improve, where necessary, the processes, controls and procedures associated with the function. Liaise effectively with key internal and external stakeholders to collect and verify data, ensuring accurate and timely information is available to meet our Regulatory obligations. Understanding system data lineage and ensuring data used is appropriately governed and documented. Understanding Data Risk and the impact on the organisation. Running regular quality controls to ensure the completeness, and accuracy of data. Supporting the Position Reporting Manager and other team members to ensure all other Regulatory requirements are met. Maintaining a good relationship with both the Transaction Reporting team and the Change team through the use of efficient communication. Ownership of Governance processes and Operating group meetings. Managing and maintaining good relationships with external stakeholders. Support junior members of staff with development and training. Excellent analytical skills, attention to detail and problem solving. Good technical acumen and interpersonal skills. Good communication skills, both written and verbal, and able to liaise effectively with personnel at all levels. Proactivity, enthusiasm and a desire to learn in order to make a real difference. Effective time management, ability to prioritise and organisational skills to ensure deadlines are met. A willingness to be flexible. Works well both individually and within a team. Ability to follow tasks and projects through until completion/full delivery. A drive to complete tasks to a high standard. Quick learner. Strong practical experience of working with large volumes of data is required. A high level of literacy and numeracy, with an extensive knowledge of standard applications such as Excel, Word, PowerPoint is required. Knowledge of other applications supporting data analysis, such as Power BI, would be an advantage. Knowledge of Investment Management activities would be an advantage. Knowledge of the Regulations covered by the Position Reporting team. Knowledge of the M&G Group structure or an equivalent Group structure would be an advantage. Experience in interpreting regulations and changes to regulation would be an advantage. Experience of liaising with lawyers or legal counsel would be an advantage.
Nov 11, 2025
Full time
Shareholder Reporting Senior Analyst (m f x) London Analyse Reporting Quant Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge Downloads At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. The Role: To provide a high-quality service for M&G plc as part of the Regulatory Reporting function, that sits within Controls & Assurance, and is responsible for: Shareholder Reporting AIFMD Annex IV Reporting MMF Reporting CPO Reporting Position Limits MiFID Reporting EMIR Reporting SFTR Reporting The Regulatory Reporting function has three teams each with a dedicated Manager. These are the Transaction Reporting Team, the Position Reporting Team and the Change Team. This role is for a Shareholder Reporting Senior Analyst and will report directly to the Position Reporting Manager, who is responsible for the Regulations highlighted above. The Shareholder Reporting Senior Analyst will work closely with the other team members to ensure the impact of business and Regulatory change is managed effectively and internal controls and processes are adjusted accordingly. The focus of the role will be to act as an authoriser of the BAU tasks, to act as an SME/point of contact for the Position Reporting team and to provide support to the Manager in leading the team and helping with the development of the more junior analysts. Within the role, the Shareholder Reporting Senior Analyst will also be required to take ownership of governance forums, the gathering of MI stats and meetings with external stakeholders. The applicant will also be required to carry out analysis and impact on any regulation change, look at process/system enhancements and provide project support where required. Applicants should have strong analytical skills and a good understanding of the Position Reporting Regulations. Flexibility, good communication and a strong desire to develop knowledge and skills are also vital for this role. Proven experience of Shareholder Reporting (Threshold/Disclosure of Interest Reporting) is a requirement for this role. Comply with regulatory requirements associated with all activities. Continually monitor and improve, where necessary, the processes, controls and procedures associated with the function. Liaise effectively with key internal and external stakeholders to collect and verify data, ensuring accurate and timely information is available to meet our Regulatory obligations. Understanding system data lineage and ensuring data used is appropriately governed and documented. Understanding Data Risk and the impact on the organisation. Running regular quality controls to ensure the completeness, and accuracy of data. Supporting the Position Reporting Manager and other team members to ensure all other Regulatory requirements are met. Maintaining a good relationship with both the Transaction Reporting team and the Change team through the use of efficient communication. Ownership of Governance processes and Operating group meetings. Managing and maintaining good relationships with external stakeholders. Support junior members of staff with development and training. Excellent analytical skills, attention to detail and problem solving. Good technical acumen and interpersonal skills. Good communication skills, both written and verbal, and able to liaise effectively with personnel at all levels. Proactivity, enthusiasm and a desire to learn in order to make a real difference. Effective time management, ability to prioritise and organisational skills to ensure deadlines are met. A willingness to be flexible. Works well both individually and within a team. Ability to follow tasks and projects through until completion/full delivery. A drive to complete tasks to a high standard. Quick learner. Strong practical experience of working with large volumes of data is required. A high level of literacy and numeracy, with an extensive knowledge of standard applications such as Excel, Word, PowerPoint is required. Knowledge of other applications supporting data analysis, such as Power BI, would be an advantage. Knowledge of Investment Management activities would be an advantage. Knowledge of the Regulations covered by the Position Reporting team. Knowledge of the M&G Group structure or an equivalent Group structure would be an advantage. Experience in interpreting regulations and changes to regulation would be an advantage. Experience of liaising with lawyers or legal counsel would be an advantage.
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Head of Funding Role Purpose: The Head of Funding will lead the strategic oversight and operational execution of the Group's funding and liquidity management. This role is responsible for managing intragroup funding structures, overseeing dividend flows and intercompany recharges, ensuring technical hedge accounting compliance, and driving global cash forecasting accuracy. The individual will also ensure adherence to financial regulations, transfer pricing requirements, and support efficient capital deployment across the Group. Funding & Liquidity Management Lead oversight of group funding strategy, ensuring optimal use of internal and external funding channels. Manage intragroup lending and borrowing structures, ensuring legal and tax efficiency. Monitor and manage liquidity positions across entities, regions, and currencies. Identify funding mismatches and propose tactical and strategic solutions. Dividend Flows & Intercompany Recharges Oversee dividend planning and execution to align with capital and tax strategies. Manage intercompany recharges for shared services and funding arrangements, ensuring compliance with group policies and local regulations. Collaborate with Tax and Finance teams to ensure recharges follow OECD transfer pricing rules and maintain proper documentation. Hedge Accounting & Treasury Compliance Own technical hedge accounting processes, including documentation, effectiveness testing, and reporting. Ensure compliance with IFRS/GAAP hedge accounting standards and interface effectively with external auditors. Monitor compliance with internal treasury policies and relevant financial regulations. Cash Forecasting & Reporting Lead the global cash forecasting process across the group, enhancing accuracy and visibility. Provide insights and scenario analysis to support funding decisions and risk management. Produce clear reporting for executive and board-level stakeholders. Transfer Pricing & Intercompany Governance Work closely with Group Tax to ensure intercompany transactions, funding, and recharges are consistent with global transfer pricing policies. Maintain governance frameworks and controls for intercompany funding and settlements. Support audit processes and resolve any intercompany disputes or reconciliation issues. Degree in Finance, Accounting, Economics, or similar & Professional qualification (e.g., ACT) preferred. Experience: 10+ years of treasury or corporate finance experience in a multinational organisation. Proven leadership in funding, cash, and liquidity management. Strong understanding of hedge accounting standards (IFRS/US GAAP). Experience with intercompany funding and recharge structures, transfer pricing compliance, and global treasury operations. Excellent analytical, financial modelling, and forecasting skills. Clear communicator with the ability to influence senior stakeholders. Understanding of treasury systems, ERP platforms (Kyriba), and banking infrastructure. Organised, detail-oriented, and able to thrive in a dynamic, cross-border environment. 80 Borough High Street, GB-SE1 1LL London Adresse: 80 Borough High Street, GB-SE1 1LL London
Nov 09, 2025
Full time
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Head of Funding Role Purpose: The Head of Funding will lead the strategic oversight and operational execution of the Group's funding and liquidity management. This role is responsible for managing intragroup funding structures, overseeing dividend flows and intercompany recharges, ensuring technical hedge accounting compliance, and driving global cash forecasting accuracy. The individual will also ensure adherence to financial regulations, transfer pricing requirements, and support efficient capital deployment across the Group. Funding & Liquidity Management Lead oversight of group funding strategy, ensuring optimal use of internal and external funding channels. Manage intragroup lending and borrowing structures, ensuring legal and tax efficiency. Monitor and manage liquidity positions across entities, regions, and currencies. Identify funding mismatches and propose tactical and strategic solutions. Dividend Flows & Intercompany Recharges Oversee dividend planning and execution to align with capital and tax strategies. Manage intercompany recharges for shared services and funding arrangements, ensuring compliance with group policies and local regulations. Collaborate with Tax and Finance teams to ensure recharges follow OECD transfer pricing rules and maintain proper documentation. Hedge Accounting & Treasury Compliance Own technical hedge accounting processes, including documentation, effectiveness testing, and reporting. Ensure compliance with IFRS/GAAP hedge accounting standards and interface effectively with external auditors. Monitor compliance with internal treasury policies and relevant financial regulations. Cash Forecasting & Reporting Lead the global cash forecasting process across the group, enhancing accuracy and visibility. Provide insights and scenario analysis to support funding decisions and risk management. Produce clear reporting for executive and board-level stakeholders. Transfer Pricing & Intercompany Governance Work closely with Group Tax to ensure intercompany transactions, funding, and recharges are consistent with global transfer pricing policies. Maintain governance frameworks and controls for intercompany funding and settlements. Support audit processes and resolve any intercompany disputes or reconciliation issues. Degree in Finance, Accounting, Economics, or similar & Professional qualification (e.g., ACT) preferred. Experience: 10+ years of treasury or corporate finance experience in a multinational organisation. Proven leadership in funding, cash, and liquidity management. Strong understanding of hedge accounting standards (IFRS/US GAAP). Experience with intercompany funding and recharge structures, transfer pricing compliance, and global treasury operations. Excellent analytical, financial modelling, and forecasting skills. Clear communicator with the ability to influence senior stakeholders. Understanding of treasury systems, ERP platforms (Kyriba), and banking infrastructure. Organised, detail-oriented, and able to thrive in a dynamic, cross-border environment. 80 Borough High Street, GB-SE1 1LL London Adresse: 80 Borough High Street, GB-SE1 1LL London
Fund Investment Operations Associate Director (m f x) London Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge What The Hiring Manager Says This presents an exciting opportunity to get hands-on experience with various private strategies at ICG, some of which have demonstrated significant growth. You will have the exciting opportunity to be involved in deal closings across these strategies, as well as project leading of ongoing internal improvements across the Group. To excel, you will have a strong understanding of Private Markets and be knowledgeable about deal closing procedures. Position Summary: This position primarily focuses on providing support to front office staff and external fund boards to ensure smooth execution of deals. This involves coordinating Fund Boards of Directors and numerous internal and external stakeholders, while managing the intricacies of the transaction execution process. This role demands a balance between commercial objectives-assisting front office deal teams-and maintaining a strong risk-managed approach to deal execution. It involves managing deal execution for Operations across various funds from inception to funding, including regulatory compliance. The position also includes ad hoc projects, working with specialist teams on agreements with banking, administrators, and other counterparties, and addressing regulatory matters across jurisdictions. Ensuring controls are effective and improved where necessary is vital, given the risk involved. Processes and procedures should be well documented and managed. Sharing knowledge within the Operation team, especially with controllers, is essential for team success. Managing complex documentation and completion processes across private investment funds, including liaising on fund structures and restructures with tax/structuring teams, understanding SPA documents, waivers, amendments, POA management, notarisation, and ensuring fund protection. Supporting the Investment team with new deals, refinancing, restructures, and exits. Organising and managing interactions with Fund Boards, providing transaction assistance, and resolving open matters. Working with administrators to ensure banking facilities are ready, including managing Luxembourg certificates and notarisation. Collaborating with tax, legal, and external counsels to set up and document initial deal structures. Managing fund flows, funding, hedging, and liaising with treasury, advisors, and portfolio companies to ensure smooth funding processes. Supporting fund controllers with ongoing transaction updates and fund matters. Assisting with fund liquidations and terminations. Managing deal mechanics and complexities with stakeholders. Financing, Regulatory and Tax Compliance Managing asset-level entity and banking arrangements through administrators. Ensuring fund structure compliance and strong substance, working closely with tax teams for correct treatment. Process Definition and Scalability Promoting process enhancements, documentation, and control standards. Supporting team objectives through ad hoc projects. Understanding fund structuring and decision-making to maximize investor returns. Requirements: Mid/Intermediate experience in Private Equity/Asset Management or similar. Bachelor's Degree; tax/accounting qualifications are a plus. Strong communication and presentation skills for coordinating cross-functional teams. Creative problem-solving, process improvement, and relationship-building abilities. Analytical, detail-oriented, highly organized, results-focused. Resilient, able to work under pressure, manage multiple projects independently. Commitment to wellbeing, inclusivity, and long-term sustainability.
Nov 06, 2025
Full time
Fund Investment Operations Associate Director (m f x) London Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge What The Hiring Manager Says This presents an exciting opportunity to get hands-on experience with various private strategies at ICG, some of which have demonstrated significant growth. You will have the exciting opportunity to be involved in deal closings across these strategies, as well as project leading of ongoing internal improvements across the Group. To excel, you will have a strong understanding of Private Markets and be knowledgeable about deal closing procedures. Position Summary: This position primarily focuses on providing support to front office staff and external fund boards to ensure smooth execution of deals. This involves coordinating Fund Boards of Directors and numerous internal and external stakeholders, while managing the intricacies of the transaction execution process. This role demands a balance between commercial objectives-assisting front office deal teams-and maintaining a strong risk-managed approach to deal execution. It involves managing deal execution for Operations across various funds from inception to funding, including regulatory compliance. The position also includes ad hoc projects, working with specialist teams on agreements with banking, administrators, and other counterparties, and addressing regulatory matters across jurisdictions. Ensuring controls are effective and improved where necessary is vital, given the risk involved. Processes and procedures should be well documented and managed. Sharing knowledge within the Operation team, especially with controllers, is essential for team success. Managing complex documentation and completion processes across private investment funds, including liaising on fund structures and restructures with tax/structuring teams, understanding SPA documents, waivers, amendments, POA management, notarisation, and ensuring fund protection. Supporting the Investment team with new deals, refinancing, restructures, and exits. Organising and managing interactions with Fund Boards, providing transaction assistance, and resolving open matters. Working with administrators to ensure banking facilities are ready, including managing Luxembourg certificates and notarisation. Collaborating with tax, legal, and external counsels to set up and document initial deal structures. Managing fund flows, funding, hedging, and liaising with treasury, advisors, and portfolio companies to ensure smooth funding processes. Supporting fund controllers with ongoing transaction updates and fund matters. Assisting with fund liquidations and terminations. Managing deal mechanics and complexities with stakeholders. Financing, Regulatory and Tax Compliance Managing asset-level entity and banking arrangements through administrators. Ensuring fund structure compliance and strong substance, working closely with tax teams for correct treatment. Process Definition and Scalability Promoting process enhancements, documentation, and control standards. Supporting team objectives through ad hoc projects. Understanding fund structuring and decision-making to maximize investor returns. Requirements: Mid/Intermediate experience in Private Equity/Asset Management or similar. Bachelor's Degree; tax/accounting qualifications are a plus. Strong communication and presentation skills for coordinating cross-functional teams. Creative problem-solving, process improvement, and relationship-building abilities. Analytical, detail-oriented, highly organized, results-focused. Resilient, able to work under pressure, manage multiple projects independently. Commitment to wellbeing, inclusivity, and long-term sustainability.
Head of Portfolio Management (m f x) London Downloads This role leads the Portfolio Management Division within the Risk Management Group of UKEF. The division manages a significant portion of UKEF's credit and Sovereign risk portfolio. The division's activities begin after approvals are granted by the Risk Approval Division and continue until repayment or extinguishment of liability. The division includes three main functions: Management of the portfolio of performing cases (Post Issue Management) Credit reviews and ongoing monitoring of UKEF's portfolio (Post Issue Credit Risk) Management of ESG factors and stress testing on all cases This role is expected to enhance the intellectual capacity of UKEF's Risk Management team at a senior leadership level and serve as a talent development anchor for the next generation, especially as the organization evolves its risk management in a volatile environment and advances its ESG expertise.
Nov 02, 2025
Full time
Head of Portfolio Management (m f x) London Downloads This role leads the Portfolio Management Division within the Risk Management Group of UKEF. The division manages a significant portion of UKEF's credit and Sovereign risk portfolio. The division's activities begin after approvals are granted by the Risk Approval Division and continue until repayment or extinguishment of liability. The division includes three main functions: Management of the portfolio of performing cases (Post Issue Management) Credit reviews and ongoing monitoring of UKEF's portfolio (Post Issue Credit Risk) Management of ESG factors and stress testing on all cases This role is expected to enhance the intellectual capacity of UKEF's Risk Management team at a senior leadership level and serve as a talent development anchor for the next generation, especially as the organization evolves its risk management in a volatile environment and advances its ESG expertise.
Overview Risikomanagement Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge The Fixed Income & Macro Risk Manager will report to the Co-Head, Fixed Income & Macro Risk Management and work collaboratively with a team of expert risk professionals, quants and portfolio managers to both risk-manage and grow the business. Responsibilities Calibrate and manage risk guidelines for multiple portfolio teams. Have recurring discussions on risk and performance with portfolio managers to understand and analyze their portfolio risk Work with portfolio managers on discrepancies in measured risk or addressing risk that falls outside of policy guidelines. Perform detailed trade-level risk analysis for both new and existing positions. Strategies and asset classes include interest rates, foreign exchange equities, credit and some commodities (vanilla and derivative instruments). Perform top-down risk assessments of the macro business including accounting for exposures, VaR and stress testing. Communicate analysis and recommendations clearly through face-to-face meetings and presentations. Present the aggregate risk of the business in a coherent and concise fashion to senior members of the risk and management teams. Maintain a detailed view of the current risk environment, risk events and how they could impact positions. Perform detailed construction of event risk scenarios. Perform detailed assessment of P&L explained, both on an intraday and historical basis. Create analyses and reports used by team members and members of portfolio teams. Innovative research relating to the firm's risk policy, risk allocation and portfolio guidelines. Deep experience in trading, sales, quant, structuring or market risk role at either a sell-side or buy-side firm. Hedge fund experience is preferred. Strong knowledge of and experience in fixed income derivatives and preferably also equity and FX. Significant options experience is a plus. Passion about and knowledge of Macro investment strategies. Programming ability in Python or computer science background with ability to learn Python. Experience working with SQL relational databases. Strong academic background with a degree in a math focused discipline. Ability to collaborate and work across global offices and teams. Qualifications Deep experience in trading, sales, quant, structuring or market risk role at either a sell-side or buy-side firm. Hedge fund experience is preferred. Strong knowledge of and experience in fixed income derivatives and preferably also equity and FX. Significant options experience is a plus. Other details Head of Talent Development and Head of People Team for Europe and Middle East
Oct 31, 2025
Full time
Overview Risikomanagement Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge The Fixed Income & Macro Risk Manager will report to the Co-Head, Fixed Income & Macro Risk Management and work collaboratively with a team of expert risk professionals, quants and portfolio managers to both risk-manage and grow the business. Responsibilities Calibrate and manage risk guidelines for multiple portfolio teams. Have recurring discussions on risk and performance with portfolio managers to understand and analyze their portfolio risk Work with portfolio managers on discrepancies in measured risk or addressing risk that falls outside of policy guidelines. Perform detailed trade-level risk analysis for both new and existing positions. Strategies and asset classes include interest rates, foreign exchange equities, credit and some commodities (vanilla and derivative instruments). Perform top-down risk assessments of the macro business including accounting for exposures, VaR and stress testing. Communicate analysis and recommendations clearly through face-to-face meetings and presentations. Present the aggregate risk of the business in a coherent and concise fashion to senior members of the risk and management teams. Maintain a detailed view of the current risk environment, risk events and how they could impact positions. Perform detailed construction of event risk scenarios. Perform detailed assessment of P&L explained, both on an intraday and historical basis. Create analyses and reports used by team members and members of portfolio teams. Innovative research relating to the firm's risk policy, risk allocation and portfolio guidelines. Deep experience in trading, sales, quant, structuring or market risk role at either a sell-side or buy-side firm. Hedge fund experience is preferred. Strong knowledge of and experience in fixed income derivatives and preferably also equity and FX. Significant options experience is a plus. Passion about and knowledge of Macro investment strategies. Programming ability in Python or computer science background with ability to learn Python. Experience working with SQL relational databases. Strong academic background with a degree in a math focused discipline. Ability to collaborate and work across global offices and teams. Qualifications Deep experience in trading, sales, quant, structuring or market risk role at either a sell-side or buy-side firm. Hedge fund experience is preferred. Strong knowledge of and experience in fixed income derivatives and preferably also equity and FX. Significant options experience is a plus. Other details Head of Talent Development and Head of People Team for Europe and Middle East
Overview A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always Execution Supersedes Intention Together We Win Diversity Improves Results Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Responsibilities Responsible for covering Janus Henderson's world class Multi-Asset portfolio management team. Drive the commercial success of existing products through business plan ownership, completion and implementation as well as supporting the team's major growth initiatives Engage with a global business, as Multi-Asset team members are located in London and Denver, and client relationships exist across EMEA, U.S., and APAC. Work closely with Multi-Asset team leadership and internal stakeholders to develop, articulate, and communicate longer-term business plan goals and targets Develop key relationships and work closely with global marketing and global distribution teams to identify commercial opportunities and raise awareness of Multi-Asset solutions capabilities Expertly articulate team philosophy, process, performance/attribution and portfolio positioning to internal and external clients, and continue to evolve communication materials for the various strategies Engage with Portfolio Managers and Investment Risk to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience Be the main point of contact for completing RFPs within the Multi-Asset team, for both existing strategies and new customized solutions, liaising with Multi-Asset and other investment teams to integrate philosophies and investment constraints as well as with other key stakeholders such as the RFP team, Distribution, Compliance, Investment Risk Collaborate with Distribution to drive strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, and RFP production for custom or large opportunities Externally, responsibilities will include early to mid-stage client opportunity meetings and presentations, consultant engagement, client reviews and responsibility for developing and maintaining a range of pitch and presentation materials Interpret data and attribution analysis. Work with investment/content writers to edit investment commentaries. Partner with product management to perform appropriate analysis to fully understand the competitive environment and provide recommendations on product fees, minimums and competitive positioning. Represent a range of Multi-Asset strategies at client conferences and investment panels Carry out other duties as assigned Qualifications Degree in a relevant subject such as finance, business, economics or equivalent work experience required Significant multi-asset investment experience as a client portfolio manager, research analyst, portfolio manager, strategist, or equivalent Extensive knowledge of relevant sector/product/instruments for the role Strong knowledge of macro and market trends with the ability to represent strategy views Ability to understand data related to portfolio attribution, contribution and risk measures Strong knowledge of investment products and competitors Data interpretation from institutional sources including: Bloomberg, FactSet, etc. Excellent communication, client relationship management and sales/marketing skills Perceptive and proactive by nature with strong interpersonal skills Ability to work cooperatively within a team environment Ability to set goals, work independently and get results Ability to assimilate complex and varied market data Broad knowledge of financial products Experience with presentation development and delivery Ability to drive ideas from concept to completion through efficient project management and execution Travel as needed Hybrid working and reasonable accommodations Benefits Excellent Health and Wellbeing benefits including corporate membership to ClassPass Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more All-inclusive approach to Diversity, Equity and Inclusion Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app All employee events including networking opportunities and social activities Lunch allowance for use within our subsidized onsite canteen
Oct 30, 2025
Full time
Overview A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always Execution Supersedes Intention Together We Win Diversity Improves Results Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Responsibilities Responsible for covering Janus Henderson's world class Multi-Asset portfolio management team. Drive the commercial success of existing products through business plan ownership, completion and implementation as well as supporting the team's major growth initiatives Engage with a global business, as Multi-Asset team members are located in London and Denver, and client relationships exist across EMEA, U.S., and APAC. Work closely with Multi-Asset team leadership and internal stakeholders to develop, articulate, and communicate longer-term business plan goals and targets Develop key relationships and work closely with global marketing and global distribution teams to identify commercial opportunities and raise awareness of Multi-Asset solutions capabilities Expertly articulate team philosophy, process, performance/attribution and portfolio positioning to internal and external clients, and continue to evolve communication materials for the various strategies Engage with Portfolio Managers and Investment Risk to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience Be the main point of contact for completing RFPs within the Multi-Asset team, for both existing strategies and new customized solutions, liaising with Multi-Asset and other investment teams to integrate philosophies and investment constraints as well as with other key stakeholders such as the RFP team, Distribution, Compliance, Investment Risk Collaborate with Distribution to drive strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, and RFP production for custom or large opportunities Externally, responsibilities will include early to mid-stage client opportunity meetings and presentations, consultant engagement, client reviews and responsibility for developing and maintaining a range of pitch and presentation materials Interpret data and attribution analysis. Work with investment/content writers to edit investment commentaries. Partner with product management to perform appropriate analysis to fully understand the competitive environment and provide recommendations on product fees, minimums and competitive positioning. Represent a range of Multi-Asset strategies at client conferences and investment panels Carry out other duties as assigned Qualifications Degree in a relevant subject such as finance, business, economics or equivalent work experience required Significant multi-asset investment experience as a client portfolio manager, research analyst, portfolio manager, strategist, or equivalent Extensive knowledge of relevant sector/product/instruments for the role Strong knowledge of macro and market trends with the ability to represent strategy views Ability to understand data related to portfolio attribution, contribution and risk measures Strong knowledge of investment products and competitors Data interpretation from institutional sources including: Bloomberg, FactSet, etc. Excellent communication, client relationship management and sales/marketing skills Perceptive and proactive by nature with strong interpersonal skills Ability to work cooperatively within a team environment Ability to set goals, work independently and get results Ability to assimilate complex and varied market data Broad knowledge of financial products Experience with presentation development and delivery Ability to drive ideas from concept to completion through efficient project management and execution Travel as needed Hybrid working and reasonable accommodations Benefits Excellent Health and Wellbeing benefits including corporate membership to ClassPass Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more All-inclusive approach to Diversity, Equity and Inclusion Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app All employee events including networking opportunities and social activities Lunch allowance for use within our subsidized onsite canteen
Overview LCH's ForexClear division is looking for a Risk Analyst to support the day-to-day risk management of our OTC foreign exchange clearing service. The role focuses on monitoring exposures, supporting margin and stress-testing processes, and contributing to default management readiness. This is a technical and collaborative position that will work closely with internal teams, clearing members, and market participants. The successful candidate will also have opportunities to lead new product risk assessments and write process improvements, contributing to the ongoing development of risk capabilities at ForexClear! Responsibilities Monitor daily risk exposures and produce regular reports highlighting material risk drivers. Perform end-of-day exposure assessments, including pre-close checks and margin impact analysis. Validate data inputs and pricing models used in risk calculations and margin processes. Support the review and back-testing of risk models to ensure alignment with market behavior. Ensure consistent application of risk policies and contribute to periodic reviews of risk processes. Stress Testing Maintain and update stress-testing scenarios to reflect relevant market risks. Evaluate the impact of market stress on member exposures and assess Default Fund adequacy. Ensure inclusion of new products and scenarios within the stress-testing framework, as appropriate. Default Management Assist with the execution of default management drills and contribute to post-event analysis. Support interactions with clearing members involved in the Default Management Group (DMG). Ensure that appropriate procedures are in place to handle a member default optimally. Facilitate trade capture during simulation exercises and coordinate with operations teams. Product & Process Support Help define risk requirements for new product initiatives and system enhancements. Contribute to the specification and testing of risk processes, reporting tools, and control mechanisms. Assist in assessing the risk implications of clearing new contracts and onboarding new members. Prior experience in a financial institution, preferably within a central counterparty, investment bank, or broker. Familiarity with FX derivatives and/or interest rate products such as swaps, repos, and futures. Solid understanding of risk concepts, stress testing, and margining principles. Proficiency in using risk systems and data tools; experience with Murex (preferred). Strong analytical skills and attention to detail. Good communication and collaboration skills. Degree or equivalent experience in a quantitative or finance-related subject area (e.g., Mathematics, Economics, Finance). Exposure to programming or automation tools (e.g., Excel VBA, Python). Understanding of central clearing frameworks and risk standards. About ForexClear and Working at LSEG This role provides exposure to a wide range of risk activities and offers practical experience with cleared products in a regulated market infrastructure. The successful candidate will work closely with expert risk professionals and traders, gaining insight into the day-to-day risk management of a global clearing service. There will be opportunities to chip in to system improvements, new product initiatives, and operational improvements as the service evolves. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Oct 30, 2025
Full time
Overview LCH's ForexClear division is looking for a Risk Analyst to support the day-to-day risk management of our OTC foreign exchange clearing service. The role focuses on monitoring exposures, supporting margin and stress-testing processes, and contributing to default management readiness. This is a technical and collaborative position that will work closely with internal teams, clearing members, and market participants. The successful candidate will also have opportunities to lead new product risk assessments and write process improvements, contributing to the ongoing development of risk capabilities at ForexClear! Responsibilities Monitor daily risk exposures and produce regular reports highlighting material risk drivers. Perform end-of-day exposure assessments, including pre-close checks and margin impact analysis. Validate data inputs and pricing models used in risk calculations and margin processes. Support the review and back-testing of risk models to ensure alignment with market behavior. Ensure consistent application of risk policies and contribute to periodic reviews of risk processes. Stress Testing Maintain and update stress-testing scenarios to reflect relevant market risks. Evaluate the impact of market stress on member exposures and assess Default Fund adequacy. Ensure inclusion of new products and scenarios within the stress-testing framework, as appropriate. Default Management Assist with the execution of default management drills and contribute to post-event analysis. Support interactions with clearing members involved in the Default Management Group (DMG). Ensure that appropriate procedures are in place to handle a member default optimally. Facilitate trade capture during simulation exercises and coordinate with operations teams. Product & Process Support Help define risk requirements for new product initiatives and system enhancements. Contribute to the specification and testing of risk processes, reporting tools, and control mechanisms. Assist in assessing the risk implications of clearing new contracts and onboarding new members. Prior experience in a financial institution, preferably within a central counterparty, investment bank, or broker. Familiarity with FX derivatives and/or interest rate products such as swaps, repos, and futures. Solid understanding of risk concepts, stress testing, and margining principles. Proficiency in using risk systems and data tools; experience with Murex (preferred). Strong analytical skills and attention to detail. Good communication and collaboration skills. Degree or equivalent experience in a quantitative or finance-related subject area (e.g., Mathematics, Economics, Finance). Exposure to programming or automation tools (e.g., Excel VBA, Python). Understanding of central clearing frameworks and risk standards. About ForexClear and Working at LSEG This role provides exposure to a wide range of risk activities and offers practical experience with cleared products in a regulated market infrastructure. The successful candidate will work closely with expert risk professionals and traders, gaining insight into the day-to-day risk management of a global clearing service. There will be opportunities to chip in to system improvements, new product initiatives, and operational improvements as the service evolves. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Manager, Regulatory Reporting Accountant, Markets (m f x) London Overview London Stock Exchange Group (LSEG) is one of the world's leading providers of financial markets infrastructure and delivers financial data, analytics, news and index products to 44,000+ customers in over 170 countries. Included in LSEG's Markets division are a number of regulated entities which the Markets Division Regulatory Reporting Group has responsibility for. Responsibilities Responsible for the accurate and timely preparation of financial regulatory returns for Markets division's legal entities Work closely with financial controllers to ensure inputs to regulatory reports are correct Monitor regulatory and liquidity headroom through accurate forecasting, flagging early where there are concerns and making recommendations to manage capital requirements Assist with annual updates of prudential documents (e.g. ICARAs and ICLAAPs) Support Compliance to manage all interactions with regulators relating to financial regulatory reporting Support with the preparation of Filing Assurance presentations at half year and year end to ensure accurate reporting to Group Financial Control Qualifications Qualified accountant with experience working with regulated entities Experience modelling P&L and balance sheet forecasts including stress testing Regulatory regimes: RIE - REC 2.3, EMIR - for CCPs & TRs, IFPR, IFR/IFD, CFTC, NFA Relevant software: Oracle, GL Wand, HFM, MS Excel, MS Power BI Experience of working to fixed deadlines Strong oral and written communication skills Analytical and organised, able to work with multiple partners in a matrix organisation About working with us Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. We value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. Benefits LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Oct 30, 2025
Full time
Manager, Regulatory Reporting Accountant, Markets (m f x) London Overview London Stock Exchange Group (LSEG) is one of the world's leading providers of financial markets infrastructure and delivers financial data, analytics, news and index products to 44,000+ customers in over 170 countries. Included in LSEG's Markets division are a number of regulated entities which the Markets Division Regulatory Reporting Group has responsibility for. Responsibilities Responsible for the accurate and timely preparation of financial regulatory returns for Markets division's legal entities Work closely with financial controllers to ensure inputs to regulatory reports are correct Monitor regulatory and liquidity headroom through accurate forecasting, flagging early where there are concerns and making recommendations to manage capital requirements Assist with annual updates of prudential documents (e.g. ICARAs and ICLAAPs) Support Compliance to manage all interactions with regulators relating to financial regulatory reporting Support with the preparation of Filing Assurance presentations at half year and year end to ensure accurate reporting to Group Financial Control Qualifications Qualified accountant with experience working with regulated entities Experience modelling P&L and balance sheet forecasts including stress testing Regulatory regimes: RIE - REC 2.3, EMIR - for CCPs & TRs, IFPR, IFR/IFD, CFTC, NFA Relevant software: Oracle, GL Wand, HFM, MS Excel, MS Power BI Experience of working to fixed deadlines Strong oral and written communication skills Analytical and organised, able to work with multiple partners in a matrix organisation About working with us Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. We value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity. Benefits LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Head of Institutional Sales, Europe (m f x) London About the Company Gemini is a global crypto and Web3 platform founded by Tyler Winklevoss and Cameron Winklevoss in 2014. Gemini offers a wide range of crypto products and services for individuals and institutions in over 70 countries. Crypto is about giving you greater choice, independence, and opportunity. We are here to help you on your journey. We build crypto products that are simple, elegant, and secure. Whether you are an individual or an institution, we help you buy, sell, and store your bitcoin and cryptocurrency. Our mission at Gemini is to unlock the next era of financial, creative, and personal freedom. The Department: Institutional Sales Transforming finance and empowering the individual through crypto is a deeply human pursuit. In Gemini Institutional, we build relationships, handle critical customer service issues, and manage the customer lifecycle through pivotal stages. Our goal is to identify new institutional clients and service retail customers, delivering exceptional value at every stage. The Role: Head of Institutional Sales This role is ideal for someone experienced in institutional sales and trading, ready to expand into new asset classes. You will manage your own pipeline of prospective clients while collaborating with the team on existing accounts. You should be a strategic thinker, capable of providing valuable client feedback to influence product development. Prospect and generate new business in Europe, executing go-to-market plans to accelerate customer acquisition, activation, and engagement, capturing market share in the digital asset space. Drive P&L performance for European and UK markets, setting clear sales and revenue targets and strategies to meet them. Become a subject matter expert in Gemini's European institutional products, including Spot and Derivatives exchange, OTC, Custody, and Staking. Coordinate with Marketing to align on branding, social media, and PR strategies, with targeted spending for customer acquisition. Establish strong relationships with institutional decision-makers and investors using your industry reputation and expertise. Develop innovative solutions for our institutional clients, working closely with global offices. Provide insights to inform product, marketing, and investment strategies, collaborating with internal teams to develop tailored propositions and business cases. Represent Gemini in the digital asset industry within the region, building brand awareness. Work closely with leadership, Product, Technology, and Marketing teams, and be ready to engage in detailed, hands-on work when needed. Qualifications 15+ years of relevant experience in institutional sales with a proven track record of exceeding sales and revenue goals. Strong prospecting, lead generation, and conversion skills. Ability to connect with decision-makers at all levels, including senior leadership. Excellent communication, interpersonal, and presentation skills. Engaged and passionate about the crypto ecosystem. Experience with client relationship management, negotiation, and best practices. Self-motivated with a passion for learning about new technologies and products. Previous experience in the digital asset industry. Extensive network of market makers, asset managers, hedge funds, family offices, and intermediaries in Web3 and crypto. Enthusiasm for cryptocurrency industry and OTC/Exchange trading. Experience working in a startup environment. Compensation and Benefits Competitive salary and long-term incentives, including equity grants. Up to 28 paid holidays, in addition to public holidays.
Oct 29, 2025
Full time
Head of Institutional Sales, Europe (m f x) London About the Company Gemini is a global crypto and Web3 platform founded by Tyler Winklevoss and Cameron Winklevoss in 2014. Gemini offers a wide range of crypto products and services for individuals and institutions in over 70 countries. Crypto is about giving you greater choice, independence, and opportunity. We are here to help you on your journey. We build crypto products that are simple, elegant, and secure. Whether you are an individual or an institution, we help you buy, sell, and store your bitcoin and cryptocurrency. Our mission at Gemini is to unlock the next era of financial, creative, and personal freedom. The Department: Institutional Sales Transforming finance and empowering the individual through crypto is a deeply human pursuit. In Gemini Institutional, we build relationships, handle critical customer service issues, and manage the customer lifecycle through pivotal stages. Our goal is to identify new institutional clients and service retail customers, delivering exceptional value at every stage. The Role: Head of Institutional Sales This role is ideal for someone experienced in institutional sales and trading, ready to expand into new asset classes. You will manage your own pipeline of prospective clients while collaborating with the team on existing accounts. You should be a strategic thinker, capable of providing valuable client feedback to influence product development. Prospect and generate new business in Europe, executing go-to-market plans to accelerate customer acquisition, activation, and engagement, capturing market share in the digital asset space. Drive P&L performance for European and UK markets, setting clear sales and revenue targets and strategies to meet them. Become a subject matter expert in Gemini's European institutional products, including Spot and Derivatives exchange, OTC, Custody, and Staking. Coordinate with Marketing to align on branding, social media, and PR strategies, with targeted spending for customer acquisition. Establish strong relationships with institutional decision-makers and investors using your industry reputation and expertise. Develop innovative solutions for our institutional clients, working closely with global offices. Provide insights to inform product, marketing, and investment strategies, collaborating with internal teams to develop tailored propositions and business cases. Represent Gemini in the digital asset industry within the region, building brand awareness. Work closely with leadership, Product, Technology, and Marketing teams, and be ready to engage in detailed, hands-on work when needed. Qualifications 15+ years of relevant experience in institutional sales with a proven track record of exceeding sales and revenue goals. Strong prospecting, lead generation, and conversion skills. Ability to connect with decision-makers at all levels, including senior leadership. Excellent communication, interpersonal, and presentation skills. Engaged and passionate about the crypto ecosystem. Experience with client relationship management, negotiation, and best practices. Self-motivated with a passion for learning about new technologies and products. Previous experience in the digital asset industry. Extensive network of market makers, asset managers, hedge funds, family offices, and intermediaries in Web3 and crypto. Enthusiasm for cryptocurrency industry and OTC/Exchange trading. Experience working in a startup environment. Compensation and Benefits Competitive salary and long-term incentives, including equity grants. Up to 28 paid holidays, in addition to public holidays.