Overview About us ERS Syndicate 218 at Lloyds is managed by Starr. We are the UK's largest specialist motor insurer with an A+ rating and have been making motoring passions and livelihoods possible since 1946. We work exclusively with motor insurance brokers to help get under the skin of the most difficult insurance risks, helping build products to meet their customer's needs. Starr is a global insurance and investment organisation providing property and casualty insurance solutions to business and industry. Starr has grown into one of the world's fastest expanding insurance organisations, writing business in 128 countries across six continents. Our talented and experienced associates manage risk and ultimately support the profitable growth of organisations in a dynamic, competitive and ever-changing marketplace. Join us and become part of our talented and passionate workforce. Role Purpose The Underwriter's primary responsibility is to support the Senior Underwriter in executing our underwriting strategy and supporting the development of our underwriting appetite, working closely with the Pricing and Product Technology teams. You may also act as a referral point for team members with a lower level of authority helping to develop their technical knowledge and understanding. The role is market visible, which will see you working closely with our broker-partners and forming solid trading relationships, to help ERS achieve their short to medium-term financial plans by seeking to broaden our market penetration. Success in the role requires technical knowledge in our product(s) and frequent collaboration with other business functions to ensure that we leverage capabilities from across the business in delivering first class propositions to our chosen market. Key responsibilities Contributing to the management of portfolio performance through the analysis of results, supporting the execution of our selection and pricing strategies and providing recommendations that will drive continuous performance improvement, contributing to meeting or exceeding our financial plans. Working alongside the Product Performance Analysts within the team, where appropriate providing them with direction and support to improve their knowledge and utilising their skills to support the delivery of our strategic goals. Providing input to the development of our underwriting appetite for our product(s) based onyour view of the marketto take advantage of market opportunities. Supporting the Team Leader and Operations Manager to create a high-performance culture by demonstrating role-model behaviours. Where appropriate, working with the operational leadership team & technical training team to help identify training needs and support employee development through feedback, coaching and training to improve team competency and performance. Always aiming to get things right first time, achieving the agreed levels of quality. Act as our first line of defence. Understand and adhere to the zero-tolerance fraud strategy by identifying and referring potentially fraudulent activity to the Policy Validation Unit within the required timeframe. Having significant awareness of and ensuring adherence to all regulatory requirements, guidelines and working practices - both internally and externally. Understand and adhere to the complaint handling process, attempting to resolve complaints informally whenever possible and referring any unresolved complaints to the escalation point or Customer Relations within the specified timeframe. Proactively seeking to learn and develop to ensure the best possible performance. Support and actively demonstrate through behaviours, interactions and appearance, the high-performance culture IQUW aspires to develop. Achieve personal performance targets and work collaboratively with others to deliver against our combined key metrics, business objectives and strategy. The above duties and responsibilities are not an exhaustive list, and you may be required to undertake other reasonable duties compatible with your experience and competencies. This description may be varied from time to time to reflect changing business requirements. Essential qualifications, skills and experience This role carries financial responsibility, as well as being recognised as, or aiming to become, a subject matter expert in your product(s). We therefore require our role-holders to demonstrate technical capability and to use commercial judgment in the fulfilment of their role. We expect our people to demonstrate the following skills, attributes, and knowledge: Anability tounderstand underwriting strategy and risk appetites and ability to operate within these. Developingstrongtechnical knowledge of the product(s), including the features of the product, factors that drive product performance, market dynamics which influence how the product is delivered and the requirements of customers using the product(s) Underwriting, risk selection and pricing skills which will ensure that we optimise the financial performance of a range of product propositions in a complex and competitive market. Good commercial awareness that allows you to identify and take advantage of market opportunities. Possess anability tounderstand pricing practises and methodologies, with the ability to help us constantly enhance our pricing capability, providing insight and feedback on our pricing models.Experience in these practises is a positive, but not a requirement. Interpersonal skills which will allow you to build and maintain relationships. Being able to articulate what a mutually beneficial relationship looks like and being comfortable having at times challenging conversations with our broker partners. Knowledge of the legal, regulatory and compliance provisions that apply to the UK motor insurance market Core behavioural competencies Analysis and decision making Strategic perspective Commerciality Relationships Performance focus Communication and influence Starr is an equal opportunity employer, which means we will consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we're committed to creating an inclusive environment for all employees. We offer first class training and development opportunities to all employees. Our aim is to grow our own talent and bring out the best in people.
Apr 10, 2026
Full time
Overview About us ERS Syndicate 218 at Lloyds is managed by Starr. We are the UK's largest specialist motor insurer with an A+ rating and have been making motoring passions and livelihoods possible since 1946. We work exclusively with motor insurance brokers to help get under the skin of the most difficult insurance risks, helping build products to meet their customer's needs. Starr is a global insurance and investment organisation providing property and casualty insurance solutions to business and industry. Starr has grown into one of the world's fastest expanding insurance organisations, writing business in 128 countries across six continents. Our talented and experienced associates manage risk and ultimately support the profitable growth of organisations in a dynamic, competitive and ever-changing marketplace. Join us and become part of our talented and passionate workforce. Role Purpose The Underwriter's primary responsibility is to support the Senior Underwriter in executing our underwriting strategy and supporting the development of our underwriting appetite, working closely with the Pricing and Product Technology teams. You may also act as a referral point for team members with a lower level of authority helping to develop their technical knowledge and understanding. The role is market visible, which will see you working closely with our broker-partners and forming solid trading relationships, to help ERS achieve their short to medium-term financial plans by seeking to broaden our market penetration. Success in the role requires technical knowledge in our product(s) and frequent collaboration with other business functions to ensure that we leverage capabilities from across the business in delivering first class propositions to our chosen market. Key responsibilities Contributing to the management of portfolio performance through the analysis of results, supporting the execution of our selection and pricing strategies and providing recommendations that will drive continuous performance improvement, contributing to meeting or exceeding our financial plans. Working alongside the Product Performance Analysts within the team, where appropriate providing them with direction and support to improve their knowledge and utilising their skills to support the delivery of our strategic goals. Providing input to the development of our underwriting appetite for our product(s) based onyour view of the marketto take advantage of market opportunities. Supporting the Team Leader and Operations Manager to create a high-performance culture by demonstrating role-model behaviours. Where appropriate, working with the operational leadership team & technical training team to help identify training needs and support employee development through feedback, coaching and training to improve team competency and performance. Always aiming to get things right first time, achieving the agreed levels of quality. Act as our first line of defence. Understand and adhere to the zero-tolerance fraud strategy by identifying and referring potentially fraudulent activity to the Policy Validation Unit within the required timeframe. Having significant awareness of and ensuring adherence to all regulatory requirements, guidelines and working practices - both internally and externally. Understand and adhere to the complaint handling process, attempting to resolve complaints informally whenever possible and referring any unresolved complaints to the escalation point or Customer Relations within the specified timeframe. Proactively seeking to learn and develop to ensure the best possible performance. Support and actively demonstrate through behaviours, interactions and appearance, the high-performance culture IQUW aspires to develop. Achieve personal performance targets and work collaboratively with others to deliver against our combined key metrics, business objectives and strategy. The above duties and responsibilities are not an exhaustive list, and you may be required to undertake other reasonable duties compatible with your experience and competencies. This description may be varied from time to time to reflect changing business requirements. Essential qualifications, skills and experience This role carries financial responsibility, as well as being recognised as, or aiming to become, a subject matter expert in your product(s). We therefore require our role-holders to demonstrate technical capability and to use commercial judgment in the fulfilment of their role. We expect our people to demonstrate the following skills, attributes, and knowledge: Anability tounderstand underwriting strategy and risk appetites and ability to operate within these. Developingstrongtechnical knowledge of the product(s), including the features of the product, factors that drive product performance, market dynamics which influence how the product is delivered and the requirements of customers using the product(s) Underwriting, risk selection and pricing skills which will ensure that we optimise the financial performance of a range of product propositions in a complex and competitive market. Good commercial awareness that allows you to identify and take advantage of market opportunities. Possess anability tounderstand pricing practises and methodologies, with the ability to help us constantly enhance our pricing capability, providing insight and feedback on our pricing models.Experience in these practises is a positive, but not a requirement. Interpersonal skills which will allow you to build and maintain relationships. Being able to articulate what a mutually beneficial relationship looks like and being comfortable having at times challenging conversations with our broker partners. Knowledge of the legal, regulatory and compliance provisions that apply to the UK motor insurance market Core behavioural competencies Analysis and decision making Strategic perspective Commerciality Relationships Performance focus Communication and influence Starr is an equal opportunity employer, which means we will consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we're committed to creating an inclusive environment for all employees. We offer first class training and development opportunities to all employees. Our aim is to grow our own talent and bring out the best in people.
2026 UK MUFG Analyst Programme: Japanese Corporate Banking page is loaded 2026 UK MUFG Analyst Programme: Japanese Corporate Bankinglocations: Londontime type: Full timeposted on: Posted 2 Days Agotime left to apply: End Date: April 5, 2026 (27 days left to apply)job requisition id: -WDDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Working as an Analyst in Japanese Corporate Banking Division offers the possibility to observe and experience the whole business development process with Japanese customers located in the UK, from client marketing to credit analysis as well as interaction with support functions like operations. Applications close on 5 April 2026. To learn more about our programmes and how to apply, please visit our website: Who We Are Combining our global network and financial strength with a dedication to becoming the world's most trusted financial group, we pride ourselves on exceeding client expectations and building long-term relationships. We support our clients and protect their interests with the highest levels of professionalism and expertise, while also serving society and fostering a sustainable vision for growth.We're looking for ambitious, driven individuals to join our team, and help us to become the world's most trusted financial group. With graduate schemes and internships available around the world, you will have the opportunity to learn from some of the best experts in the industry. Our Business Areas Our securities business offer a comprehensive product suite to clients around the world through five key business lines in the primary and secondary markets: capital markets, credit, rates, equities, and structured products.Our commercial banking arm is a leading corporate lending bank offering an intensive range of services from Project Finance and Syndicated Loans through to Transaction Banking and Asset Finance.By joining MUFG, you'll have the opportunity to enhance your financial expertise and become part of a truly international organisation. With our global reach and collaborative culture, you have the opportunity to create a brighter future at MUFG What To Expect Our 18 month Analyst Programme starts with a comprehensive training programme designed to develop a sound understanding of our product lines, our clients and our business strategies.Equipped with newfound knowledge, you'll start with the desk where you'll experience what it's like work within Japanese Corporate Banking and gain hands-on work experience.Our Japanese corporate banking business is in a global leading position in commercial banking for Japanese Clients and offers a comprehensive banking product suite from Corporate Finance and Structured Finance through to Transaction Banking.Your role within the team will be to actively support relationship managers to manage a portfolio of corporate clients and drive business growth with appropriate instruction, guidance and support provided, which includes: Prepare business proposals/materials, potentially attend client meetings with relationship managers Support to perform regular credit analysis including creating credit applications, borrower ratings, collecting information to monitor credit portfolio Support to handle operations while complying with internal procedures Coordinate with relevant divisions (e.g. Operations, Markets, Transaction Banking division, Credit division, etc.) to respond to client's request, join internal meetings with themRight from day one, you'll become an integral member of the team and will be given meaningful work to complete, allowing you to start building your experience and expertise within your chosen field.As a part of a select intake, you will have the opportunity to learn from some of the best professionals in the industry. We're highly team-driven, but you'll still find plenty of opportunity to shine as an individual. In our open and inclusive environment, senior colleagues will know who you are and will see the work you do. In addition, your buddy and mentor will make sure you have all the support you need to succeed. And you'll enjoy an ongoing commitment to your development as you build a lasting and rewarding career with us. Join our Team We look for talented, motivated and ambitious people who will be able to help drive our business forward. Successful candidates will: be fluent in both Japanese and English (verbal and written language skills) have a strong interest in financial markets have excellent communication skills have a structured and logical mindset have excellent attention to detail and accuracy be innovative and have the ability to generate new and creative ideas be in their final year of study or have graduated in the last 12 monthsWe are open to considering flexible working requests in line with organisational requirements.MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Apr 10, 2026
Full time
2026 UK MUFG Analyst Programme: Japanese Corporate Banking page is loaded 2026 UK MUFG Analyst Programme: Japanese Corporate Bankinglocations: Londontime type: Full timeposted on: Posted 2 Days Agotime left to apply: End Date: April 5, 2026 (27 days left to apply)job requisition id: -WDDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Working as an Analyst in Japanese Corporate Banking Division offers the possibility to observe and experience the whole business development process with Japanese customers located in the UK, from client marketing to credit analysis as well as interaction with support functions like operations. Applications close on 5 April 2026. To learn more about our programmes and how to apply, please visit our website: Who We Are Combining our global network and financial strength with a dedication to becoming the world's most trusted financial group, we pride ourselves on exceeding client expectations and building long-term relationships. We support our clients and protect their interests with the highest levels of professionalism and expertise, while also serving society and fostering a sustainable vision for growth.We're looking for ambitious, driven individuals to join our team, and help us to become the world's most trusted financial group. With graduate schemes and internships available around the world, you will have the opportunity to learn from some of the best experts in the industry. Our Business Areas Our securities business offer a comprehensive product suite to clients around the world through five key business lines in the primary and secondary markets: capital markets, credit, rates, equities, and structured products.Our commercial banking arm is a leading corporate lending bank offering an intensive range of services from Project Finance and Syndicated Loans through to Transaction Banking and Asset Finance.By joining MUFG, you'll have the opportunity to enhance your financial expertise and become part of a truly international organisation. With our global reach and collaborative culture, you have the opportunity to create a brighter future at MUFG What To Expect Our 18 month Analyst Programme starts with a comprehensive training programme designed to develop a sound understanding of our product lines, our clients and our business strategies.Equipped with newfound knowledge, you'll start with the desk where you'll experience what it's like work within Japanese Corporate Banking and gain hands-on work experience.Our Japanese corporate banking business is in a global leading position in commercial banking for Japanese Clients and offers a comprehensive banking product suite from Corporate Finance and Structured Finance through to Transaction Banking.Your role within the team will be to actively support relationship managers to manage a portfolio of corporate clients and drive business growth with appropriate instruction, guidance and support provided, which includes: Prepare business proposals/materials, potentially attend client meetings with relationship managers Support to perform regular credit analysis including creating credit applications, borrower ratings, collecting information to monitor credit portfolio Support to handle operations while complying with internal procedures Coordinate with relevant divisions (e.g. Operations, Markets, Transaction Banking division, Credit division, etc.) to respond to client's request, join internal meetings with themRight from day one, you'll become an integral member of the team and will be given meaningful work to complete, allowing you to start building your experience and expertise within your chosen field.As a part of a select intake, you will have the opportunity to learn from some of the best professionals in the industry. We're highly team-driven, but you'll still find plenty of opportunity to shine as an individual. In our open and inclusive environment, senior colleagues will know who you are and will see the work you do. In addition, your buddy and mentor will make sure you have all the support you need to succeed. And you'll enjoy an ongoing commitment to your development as you build a lasting and rewarding career with us. Join our Team We look for talented, motivated and ambitious people who will be able to help drive our business forward. Successful candidates will: be fluent in both Japanese and English (verbal and written language skills) have a strong interest in financial markets have excellent communication skills have a structured and logical mindset have excellent attention to detail and accuracy be innovative and have the ability to generate new and creative ideas be in their final year of study or have graduated in the last 12 monthsWe are open to considering flexible working requests in line with organisational requirements.MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
2026 UK MUFG Analyst Programme: Japanese Corporate Banking page is loaded 2026 UK MUFG Analyst Programme: Japanese Corporate Bankinglocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: April 5, 2026 (28 days left to apply)job requisition id: -WDDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Working as an Analyst in Japanese Corporate Banking Division offers the possibility to observe and experience the whole business development process with Japanese customers located in the UK, from client marketing to credit analysis as well as interaction with support functions like operations. Applications close on 5 April 2026. To learn more about our programmes and how to apply, please visit our website: Who We Are Combining our global network and financial strength with a dedication to becoming the world's most trusted financial group, we pride ourselves on exceeding client expectations and building long-term relationships. We support our clients and protect their interests with the highest levels of professionalism and expertise, while also serving society and fostering a sustainable vision for growth.We're looking for ambitious, driven individuals to join our team, and help us to become the world's most trusted financial group. With graduate schemes and internships available around the world, you will have the opportunity to learn from some of the best experts in the industry. Our Business Areas Our securities business offer a comprehensive product suite to clients around the world through five key business lines in the primary and secondary markets: capital markets, credit, rates, equities, and structured products.Our commercial banking arm is a leading corporate lending bank offering an intensive range of services from Project Finance and Syndicated Loans through to Transaction Banking and Asset Finance.By joining MUFG, you'll have the opportunity to enhance your financial expertise and become part of a truly international organisation. With our global reach and collaborative culture, you have the opportunity to create a brighter future at MUFG What To Expect Our 18 month Analyst Programme starts with a comprehensive training programme designed to develop a sound understanding of our product lines, our clients and our business strategies.Equipped with newfound knowledge, you'll start with the desk where you'll experience what it's like work within Japanese Corporate Banking and gain hands-on work experience.Our Japanese corporate banking business is in a global leading position in commercial banking for Japanese Clients and offers a comprehensive banking product suite from Corporate Finance and Structured Finance through to Transaction Banking.Your role within the team will be to actively support relationship managers to manage a portfolio of corporate clients and drive business growth with appropriate instruction, guidance and support provided, which includes: Prepare business proposals/materials, potentially attend client meetings with relationship managers Support to perform regular credit analysis including creating credit applications, borrower ratings, collecting information to monitor credit portfolio Support to handle operations while complying with internal procedures Coordinate with relevant divisions (e.g. Operations, Markets, Transaction Banking division, Credit division, etc.) to respond to client's request, join internal meetings with themRight from day one, you'll become an integral member of the team and will be given meaningful work to complete, allowing you to start building your experience and expertise within your chosen field.As a part of a select intake, you will have the opportunity to learn from some of the best professionals in the industry. We're highly team-driven, but you'll still find plenty of opportunity to shine as an individual. In our open and inclusive environment, senior colleagues will know who you are and will see the work you do. In addition, your buddy and mentor will make sure you have all the support you need to succeed. And you'll enjoy an ongoing commitment to your development as you build a lasting and rewarding career with us. Join our Team We look for talented, motivated and ambitious people who will be able to help drive our business forward. Successful candidates will: be fluent in both Japanese and English (verbal and written language skills) have a strong interest in financial markets have excellent communication skills have a structured and logical mindset have excellent attention to detail and accuracy be innovative and have the ability to generate new and creative ideas be in their final year of study or have graduated in the last 12 monthsWe are open to considering flexible working requests in line with organisational requirements.MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Apr 09, 2026
Full time
2026 UK MUFG Analyst Programme: Japanese Corporate Banking page is loaded 2026 UK MUFG Analyst Programme: Japanese Corporate Bankinglocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: April 5, 2026 (28 days left to apply)job requisition id: -WDDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Working as an Analyst in Japanese Corporate Banking Division offers the possibility to observe and experience the whole business development process with Japanese customers located in the UK, from client marketing to credit analysis as well as interaction with support functions like operations. Applications close on 5 April 2026. To learn more about our programmes and how to apply, please visit our website: Who We Are Combining our global network and financial strength with a dedication to becoming the world's most trusted financial group, we pride ourselves on exceeding client expectations and building long-term relationships. We support our clients and protect their interests with the highest levels of professionalism and expertise, while also serving society and fostering a sustainable vision for growth.We're looking for ambitious, driven individuals to join our team, and help us to become the world's most trusted financial group. With graduate schemes and internships available around the world, you will have the opportunity to learn from some of the best experts in the industry. Our Business Areas Our securities business offer a comprehensive product suite to clients around the world through five key business lines in the primary and secondary markets: capital markets, credit, rates, equities, and structured products.Our commercial banking arm is a leading corporate lending bank offering an intensive range of services from Project Finance and Syndicated Loans through to Transaction Banking and Asset Finance.By joining MUFG, you'll have the opportunity to enhance your financial expertise and become part of a truly international organisation. With our global reach and collaborative culture, you have the opportunity to create a brighter future at MUFG What To Expect Our 18 month Analyst Programme starts with a comprehensive training programme designed to develop a sound understanding of our product lines, our clients and our business strategies.Equipped with newfound knowledge, you'll start with the desk where you'll experience what it's like work within Japanese Corporate Banking and gain hands-on work experience.Our Japanese corporate banking business is in a global leading position in commercial banking for Japanese Clients and offers a comprehensive banking product suite from Corporate Finance and Structured Finance through to Transaction Banking.Your role within the team will be to actively support relationship managers to manage a portfolio of corporate clients and drive business growth with appropriate instruction, guidance and support provided, which includes: Prepare business proposals/materials, potentially attend client meetings with relationship managers Support to perform regular credit analysis including creating credit applications, borrower ratings, collecting information to monitor credit portfolio Support to handle operations while complying with internal procedures Coordinate with relevant divisions (e.g. Operations, Markets, Transaction Banking division, Credit division, etc.) to respond to client's request, join internal meetings with themRight from day one, you'll become an integral member of the team and will be given meaningful work to complete, allowing you to start building your experience and expertise within your chosen field.As a part of a select intake, you will have the opportunity to learn from some of the best professionals in the industry. We're highly team-driven, but you'll still find plenty of opportunity to shine as an individual. In our open and inclusive environment, senior colleagues will know who you are and will see the work you do. In addition, your buddy and mentor will make sure you have all the support you need to succeed. And you'll enjoy an ongoing commitment to your development as you build a lasting and rewarding career with us. Join our Team We look for talented, motivated and ambitious people who will be able to help drive our business forward. Successful candidates will: be fluent in both Japanese and English (verbal and written language skills) have a strong interest in financial markets have excellent communication skills have a structured and logical mindset have excellent attention to detail and accuracy be innovative and have the ability to generate new and creative ideas be in their final year of study or have graduated in the last 12 monthsWe are open to considering flexible working requests in line with organisational requirements.MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Portfolio Analytics and Planning Lead, EMEA & APAC page is loaded Portfolio Analytics and Planning Lead, EMEA & APAClocations: Londontime type: Full timeposted on: Offre publiée aujourd'huijob requisition id: JRJoin us as a Portfolio Analytics and Planning Lead, EMEA & APAC to take your career to the next level with a global market leader. How you will create an impact This is a fantastic role reporting to our Global Head of Strategy and Portfolio Management, where you will drive advanced financial and data-driven insights to enable data-informed decision making across EMEA and APAC Real Estate portfolio with workplace and financial analytics capabilities.Some of the key responsibilities include Development analytical frameworks and performance dashboards that guide portfolio optimization, occupancy planning, capital deployment and workplace strategy Translating complex data into clear insights and recommendations for senior management Support facilitating regional / global real estate decision process with full responsibility of running financial analytics to make informed decisions based on data, including financial modelling, utilization and occupancy metrics Develop metrics, dashboards and financial models that guide portfolio and workplace strategy and perform financial and feasibility analysis Build and develop dashboards and analytics tools including Real Estate operations, such as Power BI, Tableu etc. in conjunction with Global strategy. Ownership of corporate real estate budget development across the region whilst ensuring consistency and review process with the local/regional/central finance teams as well as Global and regional SME's with a multiyear view Coordinate Opex and Capex planning by working with other SME's within the regional team and build a consistent framework across countries / regions including charges to the Business Budget and cost management with full responsibility to develop plans and track against the plan. Translate analytics into actionable recommendations for leadership and business. What you'll need to succeed Strong real estate finance experience Strong financial modelling skills Strong analytical and quantitative skills with the ability to derive actionable insights Budget and financial analysis and planning skills A team player with ability to be flexible to and manage changing business demands Strategic mindset with ability to connect data insights to actionable business outcomes Experience working across multiple regions and geographies with a collaborative approach Excellent communication and stakeholder management skills AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to Area:CS - Corporate ServicesAIG Europe (Services) Limited
Apr 09, 2026
Full time
Portfolio Analytics and Planning Lead, EMEA & APAC page is loaded Portfolio Analytics and Planning Lead, EMEA & APAClocations: Londontime type: Full timeposted on: Offre publiée aujourd'huijob requisition id: JRJoin us as a Portfolio Analytics and Planning Lead, EMEA & APAC to take your career to the next level with a global market leader. How you will create an impact This is a fantastic role reporting to our Global Head of Strategy and Portfolio Management, where you will drive advanced financial and data-driven insights to enable data-informed decision making across EMEA and APAC Real Estate portfolio with workplace and financial analytics capabilities.Some of the key responsibilities include Development analytical frameworks and performance dashboards that guide portfolio optimization, occupancy planning, capital deployment and workplace strategy Translating complex data into clear insights and recommendations for senior management Support facilitating regional / global real estate decision process with full responsibility of running financial analytics to make informed decisions based on data, including financial modelling, utilization and occupancy metrics Develop metrics, dashboards and financial models that guide portfolio and workplace strategy and perform financial and feasibility analysis Build and develop dashboards and analytics tools including Real Estate operations, such as Power BI, Tableu etc. in conjunction with Global strategy. Ownership of corporate real estate budget development across the region whilst ensuring consistency and review process with the local/regional/central finance teams as well as Global and regional SME's with a multiyear view Coordinate Opex and Capex planning by working with other SME's within the regional team and build a consistent framework across countries / regions including charges to the Business Budget and cost management with full responsibility to develop plans and track against the plan. Translate analytics into actionable recommendations for leadership and business. What you'll need to succeed Strong real estate finance experience Strong financial modelling skills Strong analytical and quantitative skills with the ability to derive actionable insights Budget and financial analysis and planning skills A team player with ability to be flexible to and manage changing business demands Strategic mindset with ability to connect data insights to actionable business outcomes Experience working across multiple regions and geographies with a collaborative approach Excellent communication and stakeholder management skills AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to Area:CS - Corporate ServicesAIG Europe (Services) Limited
Job Description: Leonardo are seeking a proactive and strategically minded Senior Business Analyst to join the Performance Team within the Future Combat Air Systems (FCAS) Portfolio Management Office (PMO). In this senior role, you will play a pivotal part in shaping and delivering high-impact performance insights that drive decision-making across the FCAS Programme. You will work closely with the Performance Lead, Programme Managers, and senior stakeholders to lead the development of optimised data flows, advanced analytics, and insightful reporting using tools such as PowerBI, JIRA, and SAP. The Performance Team's mission is to enhance Portfolio Performance reporting to enable data-driven decision-making and improve operational efficiency. As a senior member of the team, you will lead initiatives to simplify and rationalise complex data sets, ensuring that insights are actionable and aligned with strategic objectives. You will also mentor junior analysts and contribute to the continuous improvement of our data and reporting capabilities. What You'll Do Key Responsibilities Lead the design, development, and optimisation of strategic performance dashboards and reporting tools (e.g., PowerBI, JIRA), ensuring alignment with business goals and stakeholder needs. Collaborate with cross-functional teams to source, reconcile, and validate data from multiple systems (e.g., SAP, P6 Primavera, Business Objects), resolving quality issues and ensuring consistency. Translate complex data into clear, actionable insights for senior leadership, programme managers, and IPT teams. Drive continuous improvement in data management processes, identifying automation opportunities and streamlining workflows. Facilitate stakeholder engagement sessions, requirements gathering workshops, and user testing to ensure solutions meet evolving business needs. Champion data governance and best practices across the FCAS Programme. Mentor and support junior analysts, fostering a culture of analytical excellence and collaboration. Represent the Performance Team in strategic planning forums and contribute to shaping the future direction of portfolio analytics. What you'll bring Significant experience in business or data analysis, with exposure to complex programmes or portfolio environments. Proven ability to influence senior stakeholders and communicate complex insights clearly. Advanced Excel skills (including nested formulae) and strong PowerBI development experience. Strong analytical and problem-solving skills, with a strategic mindset. Experience working with large, complex datasets and multiple data sources. Excellent interpersonal and collaboration skills, with the ability to lead cross-functional initiatives. Experience working in Agile environments and familiarity with Atlassian tools (JIRA, Confluence). Self motivated, detail oriented, and adaptable to changing priorities. Security Clearance This role is subject to pre employment screening in line with the UK Government's Baseline Personnel Security Standard (BPSS). An additional range of Personnel Security Controls referred to as National Security Vetting (NSV) may apply, this could include meeting the eligibility requirements for The Security Check (SC) or Developed Vetting (DV). For more information and guidance please visit Why join us At Leonardo, our people are at the heart of everything we do. We offer a comprehensive, company funded benefits package that supports your wellbeing, career development, and work-life balance. Whether you're looking to grow professionally, care for your health, or plan for the future, we're here to help you thrive. Time to Recharge: Enjoy generous leave with the opportunity to accrue up to 12 additional flexi days each year. Secure your Future: Benefit from our award winning pension scheme with up to 15% employer contribution. Your Wellbeing Matters: Free access to mental health support, financial advice, and employee led networks championing inclusion and diversity (Enable, Pride, Equalise, Armed Forces, Carers, Wellbeing and Ethnicity). Rewarding Performance: All employees at management level and below are eligible for our bonus scheme. Never Stop Learning: Free access to 4,000+ online courses via Coursera and LinkedIn Learning. Refer a friend: Receive a financial reward through our referral programme. Tailored Perks: Spend up to £500 annually on flexible benefits including private healthcare, dental, family cover, tech & lifestyle discounts, gym memberships and more. Flexible working: Flexible hours with hybrid working options. For part time opportunities, please talk to us about what might be possible for this role. For a full list of our company benefits please visit our website. Leonardo is a global leader in Aerospace, Defence, and Security. Headquartered in Italy, we employ over 53,000 people worldwide including 8,500 across 9 sites in the UK. Our employees are not just part of a team-they are key contributors to shaping innovation, advancing technology, and enhancing global safety. At Leonardo we are committed to building an inclusive, accessible, and welcoming workplace. We believe that a diverse workforce sparks creativity, drives innovation, and leads to better outcomes for our people and our customers. If you have any accessibility requirements to support you during the recruitment process, just let us know. Be part of something bigger - apply now! Primary Location: GB - Luton - Cap. Green 300 Additional Locations: GB - Edinburgh Contract Type: Permanent Hybrid Working: Hybrid
Apr 09, 2026
Full time
Job Description: Leonardo are seeking a proactive and strategically minded Senior Business Analyst to join the Performance Team within the Future Combat Air Systems (FCAS) Portfolio Management Office (PMO). In this senior role, you will play a pivotal part in shaping and delivering high-impact performance insights that drive decision-making across the FCAS Programme. You will work closely with the Performance Lead, Programme Managers, and senior stakeholders to lead the development of optimised data flows, advanced analytics, and insightful reporting using tools such as PowerBI, JIRA, and SAP. The Performance Team's mission is to enhance Portfolio Performance reporting to enable data-driven decision-making and improve operational efficiency. As a senior member of the team, you will lead initiatives to simplify and rationalise complex data sets, ensuring that insights are actionable and aligned with strategic objectives. You will also mentor junior analysts and contribute to the continuous improvement of our data and reporting capabilities. What You'll Do Key Responsibilities Lead the design, development, and optimisation of strategic performance dashboards and reporting tools (e.g., PowerBI, JIRA), ensuring alignment with business goals and stakeholder needs. Collaborate with cross-functional teams to source, reconcile, and validate data from multiple systems (e.g., SAP, P6 Primavera, Business Objects), resolving quality issues and ensuring consistency. Translate complex data into clear, actionable insights for senior leadership, programme managers, and IPT teams. Drive continuous improvement in data management processes, identifying automation opportunities and streamlining workflows. Facilitate stakeholder engagement sessions, requirements gathering workshops, and user testing to ensure solutions meet evolving business needs. Champion data governance and best practices across the FCAS Programme. Mentor and support junior analysts, fostering a culture of analytical excellence and collaboration. Represent the Performance Team in strategic planning forums and contribute to shaping the future direction of portfolio analytics. What you'll bring Significant experience in business or data analysis, with exposure to complex programmes or portfolio environments. Proven ability to influence senior stakeholders and communicate complex insights clearly. Advanced Excel skills (including nested formulae) and strong PowerBI development experience. Strong analytical and problem-solving skills, with a strategic mindset. Experience working with large, complex datasets and multiple data sources. Excellent interpersonal and collaboration skills, with the ability to lead cross-functional initiatives. Experience working in Agile environments and familiarity with Atlassian tools (JIRA, Confluence). Self motivated, detail oriented, and adaptable to changing priorities. Security Clearance This role is subject to pre employment screening in line with the UK Government's Baseline Personnel Security Standard (BPSS). An additional range of Personnel Security Controls referred to as National Security Vetting (NSV) may apply, this could include meeting the eligibility requirements for The Security Check (SC) or Developed Vetting (DV). For more information and guidance please visit Why join us At Leonardo, our people are at the heart of everything we do. We offer a comprehensive, company funded benefits package that supports your wellbeing, career development, and work-life balance. Whether you're looking to grow professionally, care for your health, or plan for the future, we're here to help you thrive. Time to Recharge: Enjoy generous leave with the opportunity to accrue up to 12 additional flexi days each year. Secure your Future: Benefit from our award winning pension scheme with up to 15% employer contribution. Your Wellbeing Matters: Free access to mental health support, financial advice, and employee led networks championing inclusion and diversity (Enable, Pride, Equalise, Armed Forces, Carers, Wellbeing and Ethnicity). Rewarding Performance: All employees at management level and below are eligible for our bonus scheme. Never Stop Learning: Free access to 4,000+ online courses via Coursera and LinkedIn Learning. Refer a friend: Receive a financial reward through our referral programme. Tailored Perks: Spend up to £500 annually on flexible benefits including private healthcare, dental, family cover, tech & lifestyle discounts, gym memberships and more. Flexible working: Flexible hours with hybrid working options. For part time opportunities, please talk to us about what might be possible for this role. For a full list of our company benefits please visit our website. Leonardo is a global leader in Aerospace, Defence, and Security. Headquartered in Italy, we employ over 53,000 people worldwide including 8,500 across 9 sites in the UK. Our employees are not just part of a team-they are key contributors to shaping innovation, advancing technology, and enhancing global safety. At Leonardo we are committed to building an inclusive, accessible, and welcoming workplace. We believe that a diverse workforce sparks creativity, drives innovation, and leads to better outcomes for our people and our customers. If you have any accessibility requirements to support you during the recruitment process, just let us know. Be part of something bigger - apply now! Primary Location: GB - Luton - Cap. Green 300 Additional Locations: GB - Edinburgh Contract Type: Permanent Hybrid Working: Hybrid
Senior Cyber & Technology Risk Analyst Location: London Contract Type: 12 Month Contract Salary: £600-£700 per day Via Umbrella About VPI VPI is a leading power company operating across the UK, Ireland, and Germany. We address the major systemic challenges in the energy transition by combining deep expertise in trading, operations, and engineering. Our diverse portfolio spans reliable thermal power, battery storage assets, and carbon capture developments - delivering flexible, resilient, and decarbonised power to millions of homes and businesses. The Role Are you an experienced cyber or technology risk professional looking to contribute to a critical function within an evolving energy organisation? VPI is seeking a Senior Cyber & Technology Risk Analyst to join our central cyber security team, supporting a broad stakeholder base across the UK and Europe. Based in London, with occasional travel to other VPI sites, you will play a leading role in enhancing VPI's security governance, risk management, and compliance capabilities. This is a highly impactful role, contributing to the development, alignment, and delivery of cyber and technology risk processes across both IT and OT environments, with significant focus on human risk management, supply chain security, and security policy development. Key Responsibilities Lead and deliver risk assessment outputs across VPI's full Technology Risk Management Framework. Translate individual assessments into group-level and strategic risk tracking. Implement and enhance risk toolkit methodologies within the supply chain risk management framework (including onboarding and aftercare activities). Lead improvement projects to align supply chain risk maturity with NIST Cyber Supply Chain Risk Management (C SCRM) principles. Deliver improvements in personnel security controls aligned with National Protective Security Authority (NPSA) guidance. Produce risk outputs linking operational security tools with user level behaviour, including DLP, social engineering, and high risk activity. Interpret threat intelligence to support policy updates, awareness content, and risk governance. Contribute to the education, awareness, and training programme, including presenting briefing sessions. Support operational metrics analysis to enhance phishing and behavioural protection programmes. Provide cyber and technology risk consultancy across business development projects and new initiatives. Collaborate with partners and suppliers to ensure alignment with VPI security policies and supply chain risk frameworks. What We're Looking For Experience & Skills (Essential) Strong experience delivering cyber and technology risk assessments, particularly within supply chain risk domains. Proven capability managing risk governance across multiple technology-related domains at enterprise level. Experience using risk tools aligned with NCSC Cyber Assessment Framework (CAF) and secure-by-design methodologies. Demonstrated background improving controls associated with human risk factors. Experience developing cyber security policies, user guidance, and awareness materials. Expert communication skills with ability to translate technical metrics into clear, stakeholder-focused reporting. Advanced Microsoft Office skills (Word, Excel, PowerPoint, Teams, Outlook). Desirable Cyber security certifications (CISM, SANS GICSP, ISO27001 Auditor/Implementor, cloud security badges etc.). Educated to HND/Degree level. Experience working within a high assurance security environment and knowledge of NIS regulations. The Person Self-motivated, autonomous, and able to operate confidently against strategic objectives. Humble, collaborative, and considerate of people, processes, and technology. Flexible and adaptable to evolving business needs and working methods. Strong ability to prioritise and manage multiple concurrent workstreams. Enthusiastic about learning, sharing knowledge, and improving processes. Why Join VPI? We are known for our ability to think and act quickly using deep energy intelligence. Our mission is to enable the energy transition - delivering the power needed today while building solutions for tomorrow. VPI offers strong development opportunities, competitive salary and benefits, and the chance to contribute meaningfully to a dynamic and forward thinking organisation. Ready to Apply? If you're ready for your next challenge in a progressive environment, we'd love to hear from you. Rullion celebrates and supports diversity and is committed to ensuring equal opportunities for both employees and applicants.
Apr 09, 2026
Full time
Senior Cyber & Technology Risk Analyst Location: London Contract Type: 12 Month Contract Salary: £600-£700 per day Via Umbrella About VPI VPI is a leading power company operating across the UK, Ireland, and Germany. We address the major systemic challenges in the energy transition by combining deep expertise in trading, operations, and engineering. Our diverse portfolio spans reliable thermal power, battery storage assets, and carbon capture developments - delivering flexible, resilient, and decarbonised power to millions of homes and businesses. The Role Are you an experienced cyber or technology risk professional looking to contribute to a critical function within an evolving energy organisation? VPI is seeking a Senior Cyber & Technology Risk Analyst to join our central cyber security team, supporting a broad stakeholder base across the UK and Europe. Based in London, with occasional travel to other VPI sites, you will play a leading role in enhancing VPI's security governance, risk management, and compliance capabilities. This is a highly impactful role, contributing to the development, alignment, and delivery of cyber and technology risk processes across both IT and OT environments, with significant focus on human risk management, supply chain security, and security policy development. Key Responsibilities Lead and deliver risk assessment outputs across VPI's full Technology Risk Management Framework. Translate individual assessments into group-level and strategic risk tracking. Implement and enhance risk toolkit methodologies within the supply chain risk management framework (including onboarding and aftercare activities). Lead improvement projects to align supply chain risk maturity with NIST Cyber Supply Chain Risk Management (C SCRM) principles. Deliver improvements in personnel security controls aligned with National Protective Security Authority (NPSA) guidance. Produce risk outputs linking operational security tools with user level behaviour, including DLP, social engineering, and high risk activity. Interpret threat intelligence to support policy updates, awareness content, and risk governance. Contribute to the education, awareness, and training programme, including presenting briefing sessions. Support operational metrics analysis to enhance phishing and behavioural protection programmes. Provide cyber and technology risk consultancy across business development projects and new initiatives. Collaborate with partners and suppliers to ensure alignment with VPI security policies and supply chain risk frameworks. What We're Looking For Experience & Skills (Essential) Strong experience delivering cyber and technology risk assessments, particularly within supply chain risk domains. Proven capability managing risk governance across multiple technology-related domains at enterprise level. Experience using risk tools aligned with NCSC Cyber Assessment Framework (CAF) and secure-by-design methodologies. Demonstrated background improving controls associated with human risk factors. Experience developing cyber security policies, user guidance, and awareness materials. Expert communication skills with ability to translate technical metrics into clear, stakeholder-focused reporting. Advanced Microsoft Office skills (Word, Excel, PowerPoint, Teams, Outlook). Desirable Cyber security certifications (CISM, SANS GICSP, ISO27001 Auditor/Implementor, cloud security badges etc.). Educated to HND/Degree level. Experience working within a high assurance security environment and knowledge of NIS regulations. The Person Self-motivated, autonomous, and able to operate confidently against strategic objectives. Humble, collaborative, and considerate of people, processes, and technology. Flexible and adaptable to evolving business needs and working methods. Strong ability to prioritise and manage multiple concurrent workstreams. Enthusiastic about learning, sharing knowledge, and improving processes. Why Join VPI? We are known for our ability to think and act quickly using deep energy intelligence. Our mission is to enable the energy transition - delivering the power needed today while building solutions for tomorrow. VPI offers strong development opportunities, competitive salary and benefits, and the chance to contribute meaningfully to a dynamic and forward thinking organisation. Ready to Apply? If you're ready for your next challenge in a progressive environment, we'd love to hear from you. Rullion celebrates and supports diversity and is committed to ensuring equal opportunities for both employees and applicants.
Senior Analyst, Investments - onsite London Job Category: Indiv Contributor-Slry Requisition Number: SENIO003240 Posted : March 27, 2026 Full-Time On-site Locations Showing 1 location London England UK2, Wogan House, 99 Great Portland St, 4th Floor, London, UK W1W7NY, GBR WELLTOWER - REIMAGINE REAL ESTATE WITH US Welltower, now the world's largest real estate company by market capitalization, is continuing to grow at an exciting pace! At Welltower, we're transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious-guided by our mantra: The only easy day was yesterday. We're looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team. In the UK, our small and dynamic investment team has completed over £7.2 billion of acquisitions between 2024 and 2025. With a strong pipeline for 2026, we are looking for a new member of the team to help us continue on our journey. ABOUT THE ROLE Welltower is a leading real estate investment firm with a portfolio spanning the United States, Canada, and the UK. In the UK, we focus on care home investments, scaling innovative care delivery models, and enhancing the wellness and healthcare experience for residents. We are seeking an ambitious and analytical real estate professional to join our UK investment team. You will play a central role in sourcing, analyzing, and executing transactions, while partnering with operators to optimize asset performance. Success in this role requires a blend of financial acumen, operational insight (ideally in seniors housing, multifamily, student housing, or hospitality), and a passion for delivering exceptional resident experiences. KEY RESPONSIBILITIES This role plays a key part in the growth of Welltower's UK platform through the following responsibilities: Support the full transaction cycle for senior housing and age-restricted multi-family acquisitions and developments across the UK, including market research, underwriting, due diligence, and closing. Prepare cash flow models for all stages of the real estate cycle. Participate in site visits to assess competitive landscape and market. Partner with Business Insights department to analyze demographics and psychographics of the healthcare landscape. Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings. Participate in the structuring, due diligence, and legal process of transactions. Participate in asset management functions such as assisting in the review of monthly performance, conducting variance analysis, and joining monthly operator calls. Prepare and analyze investment data to form strategic plans both at the property and the portfolio level. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. TRAVEL Out-of-area and overnight travel is expected. A valid UK driving license is preferred. MINIMUM REQUIREMENTS Bachelor's degree in Finance, Economics, or similar business or analytical field required. Relevant work experience in commercial real estate or healthcare investing, lending, investment banking, or investment sales. Proficiency in real estate modeling including valuations, returns, and waterfall distributions. Intermediate / advanced proficiency in Microsoft Excel required. Strong analytical, communication, and relationship-building skills. Employment is contingent upon the successful completion of a background check, verification of employment, education, and other credentials relevant to the position. WHAT WE OFFER Competitive Base Salary + Annual Bonus. Generous Paid Time Off and Holidays. Employee Stock Purchase Program - purchase shares at a 15% discount. Pension Scheme + Profit Sharing Program. Tuition Assistance Program. Comprehensive and progressive Medical/Dental/Vision options. Welltower Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults inthe United States,United Kingdom, andCanada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care. Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star. Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet
Apr 09, 2026
Full time
Senior Analyst, Investments - onsite London Job Category: Indiv Contributor-Slry Requisition Number: SENIO003240 Posted : March 27, 2026 Full-Time On-site Locations Showing 1 location London England UK2, Wogan House, 99 Great Portland St, 4th Floor, London, UK W1W7NY, GBR WELLTOWER - REIMAGINE REAL ESTATE WITH US Welltower, now the world's largest real estate company by market capitalization, is continuing to grow at an exciting pace! At Welltower, we're transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious-guided by our mantra: The only easy day was yesterday. We're looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team. In the UK, our small and dynamic investment team has completed over £7.2 billion of acquisitions between 2024 and 2025. With a strong pipeline for 2026, we are looking for a new member of the team to help us continue on our journey. ABOUT THE ROLE Welltower is a leading real estate investment firm with a portfolio spanning the United States, Canada, and the UK. In the UK, we focus on care home investments, scaling innovative care delivery models, and enhancing the wellness and healthcare experience for residents. We are seeking an ambitious and analytical real estate professional to join our UK investment team. You will play a central role in sourcing, analyzing, and executing transactions, while partnering with operators to optimize asset performance. Success in this role requires a blend of financial acumen, operational insight (ideally in seniors housing, multifamily, student housing, or hospitality), and a passion for delivering exceptional resident experiences. KEY RESPONSIBILITIES This role plays a key part in the growth of Welltower's UK platform through the following responsibilities: Support the full transaction cycle for senior housing and age-restricted multi-family acquisitions and developments across the UK, including market research, underwriting, due diligence, and closing. Prepare cash flow models for all stages of the real estate cycle. Participate in site visits to assess competitive landscape and market. Partner with Business Insights department to analyze demographics and psychographics of the healthcare landscape. Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings. Participate in the structuring, due diligence, and legal process of transactions. Participate in asset management functions such as assisting in the review of monthly performance, conducting variance analysis, and joining monthly operator calls. Prepare and analyze investment data to form strategic plans both at the property and the portfolio level. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. TRAVEL Out-of-area and overnight travel is expected. A valid UK driving license is preferred. MINIMUM REQUIREMENTS Bachelor's degree in Finance, Economics, or similar business or analytical field required. Relevant work experience in commercial real estate or healthcare investing, lending, investment banking, or investment sales. Proficiency in real estate modeling including valuations, returns, and waterfall distributions. Intermediate / advanced proficiency in Microsoft Excel required. Strong analytical, communication, and relationship-building skills. Employment is contingent upon the successful completion of a background check, verification of employment, education, and other credentials relevant to the position. WHAT WE OFFER Competitive Base Salary + Annual Bonus. Generous Paid Time Off and Holidays. Employee Stock Purchase Program - purchase shares at a 15% discount. Pension Scheme + Profit Sharing Program. Tuition Assistance Program. Comprehensive and progressive Medical/Dental/Vision options. Welltower Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults inthe United States,United Kingdom, andCanada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care. Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star. Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet
Senior Credit Analyst page is loaded Senior Credit Analystlocations: Edinburgh: Halifax Trinity Road: Newport Tredegar Park: Birmingham 125 Colmore Row: Chester Cawley Housetime type: Full timeposted on: Posted Todaytime left to apply: End Date: April 15, 2026 (13 days left to apply)job requisition id: 145749 End Date Tuesday 14 April 2026 Salary Range £43,803 - £48,670 Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Senior Credit Analyst. SALARY: £44,901pa to £54,870pa plus an extensive benefits package. LOCATION: Leeds, Chester, Birmingham, Halifax, Edinburgh, Newport & Cardiff. HOURS: 35 hours per week. WORKING PATTERN: Hybrid, 40% (or two days) in any of the above office hubs.We're the UK's biggest mortgage provider in the market, lending in excess of £300 billion to help our customers buy homes. Mortgage Credit Risk are responsible for the lending strategy, risk appetite, portfolio insight and performance monitoring of the Retail mortgage portfolio, covering Residential and Buy To Let loans across all brands.Our team purpose is to deliver responsible and sustainable lending to help customers buy a home. We do this by taking ownership to act, while supporting each other and valuing difference. This is key in Helping Britain Prosper. You will be part of a collaborative team delivering insight through analytics to help manage the risks associated with our mortgage lending. We're continually using our knowledge and analytics to improve credit decisions and maximise the efficiency of the credit decisioning systems. We oversee key aspects of the portfolio to ensure we're acting in the best interests of our customers, and we support the business to deliver safe and sustainable growth.As a senior credit risk analyst on the team, you will use a variety of analytical approaches to provide technical insight on the Mortgage Credit Risk strategies. You will scope, define, and deliver analysis to support the team goals, using SAS or Excel daily to interrogate complex data and translate outputs into meaningful conclusions. You will form relationships with the wider Risk team and 1st line business areas, providing technical leadership and mentoring to junior analysts in the team.It's an exciting time to be joining the Mortgages team. The Group has set out its ambitions to become a market leader in low emissions and sustainability and mortgages are a key part of that plan. If you want to support the Bank on its journey to be carbon zero by 2030, come and join us.You'll need to have experience in credit risk and have the analytical skills to deliver insights and proposals to ensure we continue to lend safely. As a senior analyst in the team, junior colleagues will look to you to set a good example in organising your work and continually developing yourself, as well as coaching and supporting others. The list here gives you information about the qualifications, skills and experience we're looking for. We don't expect you to be advanced in them all already; but be prepared to learn on the job and have the motivation to develop. Essentials Demonstrable experience in credit risk and change management - an understanding of what credit risk is and how we manage it with strategies and scorecards. Strong numerate skills and qualifications - a degree (or equivalent) in a numerate subject with knowledge of advanced analytical techniques. Analytical expertise - practical experience of using analytical software and coding, such as SAS, and be confident in using Microsoft Office, particularly Excel and PowerPoint. Logical and analytical mindset - the ability to work quickly and at a high level of detail and accuracy. Effective communicator - ability to explain complicated issues clearly to different audiences; technical, non-technical, junior colleagues and senior management; both verbally and non-verbally.We're committed to building a workforce which reflects the diversity of the customers and communities we serve. So, if you'd like to come and work with us in a supportive and exciting credit risk role, we would love to hear from you!Together we make it possible! At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Apr 09, 2026
Full time
Senior Credit Analyst page is loaded Senior Credit Analystlocations: Edinburgh: Halifax Trinity Road: Newport Tredegar Park: Birmingham 125 Colmore Row: Chester Cawley Housetime type: Full timeposted on: Posted Todaytime left to apply: End Date: April 15, 2026 (13 days left to apply)job requisition id: 145749 End Date Tuesday 14 April 2026 Salary Range £43,803 - £48,670 Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Senior Credit Analyst. SALARY: £44,901pa to £54,870pa plus an extensive benefits package. LOCATION: Leeds, Chester, Birmingham, Halifax, Edinburgh, Newport & Cardiff. HOURS: 35 hours per week. WORKING PATTERN: Hybrid, 40% (or two days) in any of the above office hubs.We're the UK's biggest mortgage provider in the market, lending in excess of £300 billion to help our customers buy homes. Mortgage Credit Risk are responsible for the lending strategy, risk appetite, portfolio insight and performance monitoring of the Retail mortgage portfolio, covering Residential and Buy To Let loans across all brands.Our team purpose is to deliver responsible and sustainable lending to help customers buy a home. We do this by taking ownership to act, while supporting each other and valuing difference. This is key in Helping Britain Prosper. You will be part of a collaborative team delivering insight through analytics to help manage the risks associated with our mortgage lending. We're continually using our knowledge and analytics to improve credit decisions and maximise the efficiency of the credit decisioning systems. We oversee key aspects of the portfolio to ensure we're acting in the best interests of our customers, and we support the business to deliver safe and sustainable growth.As a senior credit risk analyst on the team, you will use a variety of analytical approaches to provide technical insight on the Mortgage Credit Risk strategies. You will scope, define, and deliver analysis to support the team goals, using SAS or Excel daily to interrogate complex data and translate outputs into meaningful conclusions. You will form relationships with the wider Risk team and 1st line business areas, providing technical leadership and mentoring to junior analysts in the team.It's an exciting time to be joining the Mortgages team. The Group has set out its ambitions to become a market leader in low emissions and sustainability and mortgages are a key part of that plan. If you want to support the Bank on its journey to be carbon zero by 2030, come and join us.You'll need to have experience in credit risk and have the analytical skills to deliver insights and proposals to ensure we continue to lend safely. As a senior analyst in the team, junior colleagues will look to you to set a good example in organising your work and continually developing yourself, as well as coaching and supporting others. The list here gives you information about the qualifications, skills and experience we're looking for. We don't expect you to be advanced in them all already; but be prepared to learn on the job and have the motivation to develop. Essentials Demonstrable experience in credit risk and change management - an understanding of what credit risk is and how we manage it with strategies and scorecards. Strong numerate skills and qualifications - a degree (or equivalent) in a numerate subject with knowledge of advanced analytical techniques. Analytical expertise - practical experience of using analytical software and coding, such as SAS, and be confident in using Microsoft Office, particularly Excel and PowerPoint. Logical and analytical mindset - the ability to work quickly and at a high level of detail and accuracy. Effective communicator - ability to explain complicated issues clearly to different audiences; technical, non-technical, junior colleagues and senior management; both verbally and non-verbally.We're committed to building a workforce which reflects the diversity of the customers and communities we serve. So, if you'd like to come and work with us in a supportive and exciting credit risk role, we would love to hear from you!Together we make it possible! At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Senior Service Charge Analyst We are seeking an experienced service charge professional to manage complex portfolios, ensuring accurate, compliant and transparent service charge delivery. Position: Senior Service Charge Analyst Salary: £42,149 to £46,410 per annum (London weighted) Location: London, Stratford with hybrid working (20% to 40% office based) Hours: Full time, permanent Closing Date: 17th April 2026 Interview Date: Week commencing 27th April 2026 (includes Excel assessment) About the Role This is a high accountability role managing a large and complex service charge portfolio. You will take ownership of end to end service charge processes, ensuring accuracy, compliance and clear communication with residents and stakeholders. Key responsibilities include: Managing service charge estimates and actuals across a large scale portfolio Analysing financial data, identifying variances and ensuring accurate cost allocation Managing service charge deficits and driving improvements in cost recovery Interpreting leases and tenancy agreements to ensure correct apportionment Ensuring compliance with relevant legislation and regulatory frameworks Handling complex queries and complaints from residents and stakeholders Supporting tribunal cases with clear, accurate financial information Working collaboratively with finance, legal and operational teams to ensure consistency and accuracy About You You will bring strong technical knowledge and hands on experience within a service charge environment, alongside the confidence to manage complex portfolios. Essential skills and experience include: Strong knowledge of service charge legislation and regulatory frameworks Experience managing service charges end to end within a housing or similar environment Solid understanding of financial accounting principles including accruals, VAT and reconciliations Advanced Excel skills including pivot tables and lookups Experience interpreting leases and applying legislation in practice Ability to manage large datasets and complex financial information Excellent communication skills with the ability to engage a range of stakeholders About the Organisation This organisation is one of the UK's leading housing providers, supporting hundreds of thousands of residents across multiple regions. With a strong social purpose, they are committed to providing high quality homes and creating thriving communities. They place people at the heart of everything they do and are committed to building an inclusive workplace where everyone can contribute and succeed. Other roles you may have experience of could include: Service Charge Analyst, Service Charge Specialist, Leasehold Analyst, Finance Analyst, Housing Finance Officer, Rent and Service Charge Officer. Please note this role is advertised by the recruitment agency acting for the client - Not For Profit People.
Apr 08, 2026
Full time
Senior Service Charge Analyst We are seeking an experienced service charge professional to manage complex portfolios, ensuring accurate, compliant and transparent service charge delivery. Position: Senior Service Charge Analyst Salary: £42,149 to £46,410 per annum (London weighted) Location: London, Stratford with hybrid working (20% to 40% office based) Hours: Full time, permanent Closing Date: 17th April 2026 Interview Date: Week commencing 27th April 2026 (includes Excel assessment) About the Role This is a high accountability role managing a large and complex service charge portfolio. You will take ownership of end to end service charge processes, ensuring accuracy, compliance and clear communication with residents and stakeholders. Key responsibilities include: Managing service charge estimates and actuals across a large scale portfolio Analysing financial data, identifying variances and ensuring accurate cost allocation Managing service charge deficits and driving improvements in cost recovery Interpreting leases and tenancy agreements to ensure correct apportionment Ensuring compliance with relevant legislation and regulatory frameworks Handling complex queries and complaints from residents and stakeholders Supporting tribunal cases with clear, accurate financial information Working collaboratively with finance, legal and operational teams to ensure consistency and accuracy About You You will bring strong technical knowledge and hands on experience within a service charge environment, alongside the confidence to manage complex portfolios. Essential skills and experience include: Strong knowledge of service charge legislation and regulatory frameworks Experience managing service charges end to end within a housing or similar environment Solid understanding of financial accounting principles including accruals, VAT and reconciliations Advanced Excel skills including pivot tables and lookups Experience interpreting leases and applying legislation in practice Ability to manage large datasets and complex financial information Excellent communication skills with the ability to engage a range of stakeholders About the Organisation This organisation is one of the UK's leading housing providers, supporting hundreds of thousands of residents across multiple regions. With a strong social purpose, they are committed to providing high quality homes and creating thriving communities. They place people at the heart of everything they do and are committed to building an inclusive workplace where everyone can contribute and succeed. Other roles you may have experience of could include: Service Charge Analyst, Service Charge Specialist, Leasehold Analyst, Finance Analyst, Housing Finance Officer, Rent and Service Charge Officer. Please note this role is advertised by the recruitment agency acting for the client - Not For Profit People.
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Target Openings 1 What Is the Opportunity? Travelers is a leading provider of property casualty insurance for businesses and individuals, with a 165+ year history of innovation, integrity, and excellence. With operations in the U.S., U.K., and Ireland, we help our customers manage risk, recover from losses, and prepare for the future. Within Travelers, Bond & Specialty Insurance, is a dynamic and growing business segment. We specialise in management and professional liability insurance, as well as surety bonds, serving a diverse set of clients including non-profit organisations, multinational corporations and small businesses. Our specialised underwriters have deep industry knowledge and an ability to provide tailored solutions. Travelers is seeking a motivated and passionate Senior Credit Analyst to join an Underwriting team based in London and support the growth of our Credit Insurance portfolio, which offers protection against non-payment or non-performance of a legally enforceable obligation by private or (sub) sovereign obligors. This role offers an exciting opportunity to apply and further develop your skills in credit analysis and quantitative modelling, while gaining responsibility and sector-specific expertise. As one of the first hires, you will have a rare chance to influence the foundation of a key strategic area, work with experienced underwriters and actuaries across Travelers while contributing to the businesses development and benefiting from Travelers' longstanding reputation and global reach, ensuring your work has a meaningful impact in a dynamic and demanding environment. Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company's discretion. What Will You Do? Conduct detailed credit analysis for moderately complex accounts, including reviewing financial statements, cash flows, and financial models. Develop tools to monitor, analyze, and stress test the portfolio against different macroeconomic scenarios. Integrate and analyse large data sets to develop reports to identify risk , trends, and exposure aggregation insights. Collaborate and partner with actuaries to develop, enhance, and update default models and pricing tools. Stay ahead of global macroeconomic and sovereign trends and translate those into actionable portfolio insights. Communicate findings through clear, actionable reports for both internal and external stakeholder. Maintain relationships with key data providers and ensure our aggregation tracking systems are current and robust. Perform other duties as assigned. What Will Our Ideal Candidate Have? Extensive experience in financial and credit analysis, with strong quantitative, research and modeling capabilities. CFA or equivalent qualification preferred. Intellectual curiosity, high attention to detail, and strong self-discipline. Proven time management and process optimization skills. Proficiency in Microsoft Office and Excel; experience with programming languages (e.g., Python, R), Bloomberg, D&B, or S&P CapIQ. A strong interest in macroeconomics, geopolitics, and international trade. What is a Must Have? Demonstrated experience in financial and credit analysis, with strong quantitative, research and modeling capabilities. Undergraduate degree in finance, risk management, actuarial, economics, engineering, mathematics, or related field. What Is in It for You? Private Medical Insurance: On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction. Retirement: Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution. Holiday Entitlement: Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year. Wellness Programme: The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit
Apr 08, 2026
Full time
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Target Openings 1 What Is the Opportunity? Travelers is a leading provider of property casualty insurance for businesses and individuals, with a 165+ year history of innovation, integrity, and excellence. With operations in the U.S., U.K., and Ireland, we help our customers manage risk, recover from losses, and prepare for the future. Within Travelers, Bond & Specialty Insurance, is a dynamic and growing business segment. We specialise in management and professional liability insurance, as well as surety bonds, serving a diverse set of clients including non-profit organisations, multinational corporations and small businesses. Our specialised underwriters have deep industry knowledge and an ability to provide tailored solutions. Travelers is seeking a motivated and passionate Senior Credit Analyst to join an Underwriting team based in London and support the growth of our Credit Insurance portfolio, which offers protection against non-payment or non-performance of a legally enforceable obligation by private or (sub) sovereign obligors. This role offers an exciting opportunity to apply and further develop your skills in credit analysis and quantitative modelling, while gaining responsibility and sector-specific expertise. As one of the first hires, you will have a rare chance to influence the foundation of a key strategic area, work with experienced underwriters and actuaries across Travelers while contributing to the businesses development and benefiting from Travelers' longstanding reputation and global reach, ensuring your work has a meaningful impact in a dynamic and demanding environment. Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company's discretion. What Will You Do? Conduct detailed credit analysis for moderately complex accounts, including reviewing financial statements, cash flows, and financial models. Develop tools to monitor, analyze, and stress test the portfolio against different macroeconomic scenarios. Integrate and analyse large data sets to develop reports to identify risk , trends, and exposure aggregation insights. Collaborate and partner with actuaries to develop, enhance, and update default models and pricing tools. Stay ahead of global macroeconomic and sovereign trends and translate those into actionable portfolio insights. Communicate findings through clear, actionable reports for both internal and external stakeholder. Maintain relationships with key data providers and ensure our aggregation tracking systems are current and robust. Perform other duties as assigned. What Will Our Ideal Candidate Have? Extensive experience in financial and credit analysis, with strong quantitative, research and modeling capabilities. CFA or equivalent qualification preferred. Intellectual curiosity, high attention to detail, and strong self-discipline. Proven time management and process optimization skills. Proficiency in Microsoft Office and Excel; experience with programming languages (e.g., Python, R), Bloomberg, D&B, or S&P CapIQ. A strong interest in macroeconomics, geopolitics, and international trade. What is a Must Have? Demonstrated experience in financial and credit analysis, with strong quantitative, research and modeling capabilities. Undergraduate degree in finance, risk management, actuarial, economics, engineering, mathematics, or related field. What Is in It for You? Private Medical Insurance: On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction. Retirement: Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution. Holiday Entitlement: Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year. Wellness Programme: The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit
A leading insurance provider in London is looking for a Senior Credit Analyst to enhance its Credit Insurance portfolio. This role involves detailed credit analysis, development of monitoring tools, and collaboration with underwriters. Candidates should have a strong background in financial analysis, a quantitative mindset, and relevant qualifications, such as a CFA designation. Joining offers opportunities for professional growth in a dynamic environment alongside flexible hybrid working arrangements.
Apr 08, 2026
Full time
A leading insurance provider in London is looking for a Senior Credit Analyst to enhance its Credit Insurance portfolio. This role involves detailed credit analysis, development of monitoring tools, and collaboration with underwriters. Candidates should have a strong background in financial analysis, a quantitative mindset, and relevant qualifications, such as a CFA designation. Joining offers opportunities for professional growth in a dynamic environment alongside flexible hybrid working arrangements.
FP&A Manager Location: Warrington, GB, WA3 6UT Brand: RS Integrated Supply Function: Finance Work Location: Warrington (WA3 6UT) As an FP&A Manager, you will play a key role within the RSIS Finance team, supporting the Director of FP&A in delivering high-quality financial planning, performance insight, and decision support. With primary responsibility for managing, analysing, and optimising the P&L, you will provide timely, accurate, and commercially relevant insights that drive improved financial performance. Working closely with the wider Finance, Commercial Finance, and Operational teams across RS Integrated Supply, you will ensure robust forecasting, insightful variance analysis, and disciplined financial management to help the business achieve its strategic and financial objectives. What you will be doing: P&L Ownership and Performance Management: Lead the detailed analysis of the RSIS P&L, ensuring clear understanding of performance drivers, variances, and risks/opportunities. Partner with Commercial Finance and operational stakeholders to challenge performance, identify improvement opportunities, and support delivery of financial targets. Produce monthly P&L packs with insightful commentary, ensuring consistent, high-quality reporting aligned with Group standards. Financial Planning & Budgeting Internal: Support the Director of FP&A in delivering the annual budget and periodic reforecasts, with a focus on P&L accuracy and rigour. Coordinate data collection from functional and commercial teams, ensuring assumptions are robust, well-supported, and clearly documented. Build and maintain planning models to underpin the budgeting process. Forecasting: Own the short- and medium-term forecasting cycles for the P&L, ensuring forecasts are realistic, data-driven, and reflect business trends. Monitor forecast accuracy and work proactively with stakeholders to drive continuous improvement. Performance Analysis: Deliver comprehensive variance analysis against budget, forecast, and prior year. Identify key trends, risks, and opportunities, providing actionable recommendations to improve profitability. Conduct ad-hoc deep dives to understand underlying cost drivers or revenue trends. Management Reporting: Produce high-quality monthly management reporting for senior leadership and Group FP&A. Support the Director of FP&A with preparation of presentations, dashboards, and performance insights for the Finance Director, RS Group Executive Committee, and other stakeholders. Ensure accuracy, timeliness, and clarity of all reporting outputs. Develop and maintain robust P&L models to support scenario analysis, business planning, and commercial decision-making. Provide financial insight on strategic initiatives, customer proposals, operational changes, and investment decisions. Process & Systems Improvement: Champion continuous improvement across FP&A processes, reporting, and systems. Support automation and standardisation initiatives to improve efficiency and data reliability. Work closely with the junior financial analyst, providing guidance on cost centre reporting and analysis. Collaborate effectively with Accounting, Commercial Finance, and Operations to ensure a seamless flow of financial information and alignment of processes. What do I need to be successful? If you have the following skills and experience, we want to hear from you: Fully qualified accountant: (ACCA, ACA, CIMA or equivalent qualifications). FP&A Experience: Proven background in financial planning and analysis, ideally within a complex, fast paced organisation. Strong P&L Expertise: Deep understanding of revenue drivers, margin analysis, cost management, and financial performance metrics. Analytical Capability: Ability to interpret financial data, spot trends, and translate insights into clear, actionable recommendations. Financial Modelling: Solid modelling skills with advanced proficiency in Excel and experience with planning systems. Commercial Mindset: Curious, proactive, and able to connect financial outcomes with operational and commercial activity. Communication: Strong communication skills with the ability to explain financial concepts to non finance stakeholders. Internal Collaboration: Ability to build relationships across functions and contribute positively to cross functional decision making. Adaptability: Comfortable managing multiple priorities, working to tight deadlines, and flexing to meet evolving business needs. Integrity: Commitment to accuracy, confidentiality, and high ethical standards in all financial work. We are RS Integrated Supply. Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. RS Integrated Supply is one of the world's leading providers of Integrated Supply Solutions to manufacturing industries for the provision of MRO (indirect) products. Our portfolio consists of Procurement Services, Transactional Processing, Stores Management and Inventory Optimisation enabled by industry leading digital platforms. We deliver world class results to world class companies in industries such as Pharmaceuticals, Foods, Beverage, Automotive and Aerospace. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond.
Apr 08, 2026
Full time
FP&A Manager Location: Warrington, GB, WA3 6UT Brand: RS Integrated Supply Function: Finance Work Location: Warrington (WA3 6UT) As an FP&A Manager, you will play a key role within the RSIS Finance team, supporting the Director of FP&A in delivering high-quality financial planning, performance insight, and decision support. With primary responsibility for managing, analysing, and optimising the P&L, you will provide timely, accurate, and commercially relevant insights that drive improved financial performance. Working closely with the wider Finance, Commercial Finance, and Operational teams across RS Integrated Supply, you will ensure robust forecasting, insightful variance analysis, and disciplined financial management to help the business achieve its strategic and financial objectives. What you will be doing: P&L Ownership and Performance Management: Lead the detailed analysis of the RSIS P&L, ensuring clear understanding of performance drivers, variances, and risks/opportunities. Partner with Commercial Finance and operational stakeholders to challenge performance, identify improvement opportunities, and support delivery of financial targets. Produce monthly P&L packs with insightful commentary, ensuring consistent, high-quality reporting aligned with Group standards. Financial Planning & Budgeting Internal: Support the Director of FP&A in delivering the annual budget and periodic reforecasts, with a focus on P&L accuracy and rigour. Coordinate data collection from functional and commercial teams, ensuring assumptions are robust, well-supported, and clearly documented. Build and maintain planning models to underpin the budgeting process. Forecasting: Own the short- and medium-term forecasting cycles for the P&L, ensuring forecasts are realistic, data-driven, and reflect business trends. Monitor forecast accuracy and work proactively with stakeholders to drive continuous improvement. Performance Analysis: Deliver comprehensive variance analysis against budget, forecast, and prior year. Identify key trends, risks, and opportunities, providing actionable recommendations to improve profitability. Conduct ad-hoc deep dives to understand underlying cost drivers or revenue trends. Management Reporting: Produce high-quality monthly management reporting for senior leadership and Group FP&A. Support the Director of FP&A with preparation of presentations, dashboards, and performance insights for the Finance Director, RS Group Executive Committee, and other stakeholders. Ensure accuracy, timeliness, and clarity of all reporting outputs. Develop and maintain robust P&L models to support scenario analysis, business planning, and commercial decision-making. Provide financial insight on strategic initiatives, customer proposals, operational changes, and investment decisions. Process & Systems Improvement: Champion continuous improvement across FP&A processes, reporting, and systems. Support automation and standardisation initiatives to improve efficiency and data reliability. Work closely with the junior financial analyst, providing guidance on cost centre reporting and analysis. Collaborate effectively with Accounting, Commercial Finance, and Operations to ensure a seamless flow of financial information and alignment of processes. What do I need to be successful? If you have the following skills and experience, we want to hear from you: Fully qualified accountant: (ACCA, ACA, CIMA or equivalent qualifications). FP&A Experience: Proven background in financial planning and analysis, ideally within a complex, fast paced organisation. Strong P&L Expertise: Deep understanding of revenue drivers, margin analysis, cost management, and financial performance metrics. Analytical Capability: Ability to interpret financial data, spot trends, and translate insights into clear, actionable recommendations. Financial Modelling: Solid modelling skills with advanced proficiency in Excel and experience with planning systems. Commercial Mindset: Curious, proactive, and able to connect financial outcomes with operational and commercial activity. Communication: Strong communication skills with the ability to explain financial concepts to non finance stakeholders. Internal Collaboration: Ability to build relationships across functions and contribute positively to cross functional decision making. Adaptability: Comfortable managing multiple priorities, working to tight deadlines, and flexing to meet evolving business needs. Integrity: Commitment to accuracy, confidentiality, and high ethical standards in all financial work. We are RS Integrated Supply. Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. RS Integrated Supply is one of the world's leading providers of Integrated Supply Solutions to manufacturing industries for the provision of MRO (indirect) products. Our portfolio consists of Procurement Services, Transactional Processing, Stores Management and Inventory Optimisation enabled by industry leading digital platforms. We deliver world class results to world class companies in industries such as Pharmaceuticals, Foods, Beverage, Automotive and Aerospace. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond.
A leading institutional investor is looking to hire an experienced Credit Risk & Ratings Analyst into its second-line risk function. This is a high-impact role focused on independent credit analysis, portfolio oversight, internal ratings, and credit risk modelling across illiquid assets, with a particular emphasis on REITs and commercial real estate finance. The role You will take a lead role in the credit risk management of a public and private REIT debt portfolio from an independent risk perspective. The position sits across transaction review, ongoing monitoring, internal ratings, and portfolio risk oversight. Key responsibilities include: assessing and challenging new and existing investments from a credit risk standpoint, particularly across REITs and real estate finance monitoring portfolio performance and making risk management recommendations assigning and reviewing internal credit ratings contributing to the development and maintenance of internal rating methodologies and credit models presenting clear, well-structured risk recommendations to senior stakeholders building strong relationships across investment, origination and senior management teams Over time, there is scope to broaden into adjacent asset classes such as commercial real estate loans, project finance and structured finance. What we're looking for Candidates should typically have 5 to 7+ years' experience gained in the buy side, banking, or at a rating agency, with strong exposure to REITs and real estate finance. You should bring: strong credit analysis and financial modelling capability a very good understanding of commercial real estate and property-backed lending experience of portfolio monitoring, internal ratings, or credit risk oversight the confidence to challenge transactions and present views credibly to senior stakeholders excellent judgement, attention to detail, and strong communication skills This is an excellent opportunity for someone looking to step into a broad, visible role at the intersection of credit risk, ratings, and illiquid asset investing. For a confidential discussion, please get in touch directly. Barclay Simpson, trusted experts in Risk jobs and recruitment: An official job listing by Barclay Simpson:
Apr 08, 2026
Full time
A leading institutional investor is looking to hire an experienced Credit Risk & Ratings Analyst into its second-line risk function. This is a high-impact role focused on independent credit analysis, portfolio oversight, internal ratings, and credit risk modelling across illiquid assets, with a particular emphasis on REITs and commercial real estate finance. The role You will take a lead role in the credit risk management of a public and private REIT debt portfolio from an independent risk perspective. The position sits across transaction review, ongoing monitoring, internal ratings, and portfolio risk oversight. Key responsibilities include: assessing and challenging new and existing investments from a credit risk standpoint, particularly across REITs and real estate finance monitoring portfolio performance and making risk management recommendations assigning and reviewing internal credit ratings contributing to the development and maintenance of internal rating methodologies and credit models presenting clear, well-structured risk recommendations to senior stakeholders building strong relationships across investment, origination and senior management teams Over time, there is scope to broaden into adjacent asset classes such as commercial real estate loans, project finance and structured finance. What we're looking for Candidates should typically have 5 to 7+ years' experience gained in the buy side, banking, or at a rating agency, with strong exposure to REITs and real estate finance. You should bring: strong credit analysis and financial modelling capability a very good understanding of commercial real estate and property-backed lending experience of portfolio monitoring, internal ratings, or credit risk oversight the confidence to challenge transactions and present views credibly to senior stakeholders excellent judgement, attention to detail, and strong communication skills This is an excellent opportunity for someone looking to step into a broad, visible role at the intersection of credit risk, ratings, and illiquid asset investing. For a confidential discussion, please get in touch directly. Barclay Simpson, trusted experts in Risk jobs and recruitment: An official job listing by Barclay Simpson:
Private Banking & Wealth Management Executive Barclays London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals. To be successful as a Private Banking & Wealth Management Executive, you should have experience with Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures Experience in managing client relationship Experience in dealing with senior stakeholders Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews Relevant client facing experience in a Private Banking/Wealth Management or similar role Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications. Technically minded with strong PC skills (Word, Excel, Power point) Good communicator with the ability to engage across a broad client demographic Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds. Additional language skills may be required for some PBE roles Some other highly valued skills may include: Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager. Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors. Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems Understanding of regulatory framework Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate. A strong, up to date understanding of the general financial markets dynamics and current financial concepts. A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment. Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required. Willingness to participate in team projects and contribute to a collaborative and supportive team culture. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Apr 08, 2026
Full time
Private Banking & Wealth Management Executive Barclays London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals. To be successful as a Private Banking & Wealth Management Executive, you should have experience with Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures Experience in managing client relationship Experience in dealing with senior stakeholders Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews Relevant client facing experience in a Private Banking/Wealth Management or similar role Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications. Technically minded with strong PC skills (Word, Excel, Power point) Good communicator with the ability to engage across a broad client demographic Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds. Additional language skills may be required for some PBE roles Some other highly valued skills may include: Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager. Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors. Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems Understanding of regulatory framework Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate. A strong, up to date understanding of the general financial markets dynamics and current financial concepts. A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment. Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required. Willingness to participate in team projects and contribute to a collaborative and supportive team culture. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Job Profile If you are enthusiastic, committed and looking to apply what you've learned to real world financial experience, we have a role for you. Our global markets teams operate in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems. Globally, we hold key positions across all major financial markets. This approach means you'll be part of an energetic team, helping to solve a range of stimulating and interesting business issues. Your work and contributions will be valuable to the team from the start. Job Summary As an Intern in the Markets team, you will spend your time exploring the sophisticated financial solutions we deliver across asset classes. The skills you develop and the professional network you build and support will serve as a solid foundation for your career. Dedicated instructors and JPMorgan Chase professionals will teach you about our history, the scale and scope of our organisation today and our exciting plans for tomorrow. We'll teach you technical and practical skills that will help suitably prepare you for your desk. The off cycle internship is a 3 6 month programme offered in select European locations, with intakes in each quarter of the year and is a pipeline to the full analyst programme for the next available intake once your internship has been completed successfully. The programme is an opportunity to take your career to the next level through hands on experience, relevant skills training and valuable professional networking. Based on your personal and collaborative achievements, those who successfully complete the program may receive offers of full time employment for the analyst programme. Job Responsibilities Support senior colleagues with key research, evaluation and preparatory work. Monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Required Qualifications, Capabilities and Skills Graduation date from June 2025 through to October 2026. Proficient verbal and written communication skills for the country to which you are applying. Willing to take on some responsibility and manage your own projects in collaboration with your colleagues. Interest in global financial markets. Investigative and quantitative skills, flexibility, and attention to detail. Enjoy and thrive in a collaborative environment. Well rounded academic background that includes details of extra curricular positions. To be eligible for an off cycle internship, you need to have graduated if you have read your degree in the UK, or experience must be part of your degree programme if studying in mainland Europe or the Middle East. Preferred Qualifications, Capabilities and Skills For our Trading and Structuring tracks, it is useful to enjoy numerical and quantitative work. Not all hiring desks require specific languages, however there will be some that do. Please ensure you accurately list your language fluency skills on your application form to help us identify the most appropriate opportunities for you. We recommend that you apply to one Markets program only. Application Deadline Monday 31st August 2026 About Us JPMorgan Chase has operated in Europe for nearly 200 years and has a sophisticated local market presence across Europe, the Middle East and Africa (EMEA). Within the region, JPMorgan Chase has an unparalleled client base and leadership across the spectrum of financial services products. The regional head office in London is complemented by a strong regional footprint, with offices in all major financial centres. What You Can Expect As part of the application process, you will be asked to preference (where available) two of the four tracks within Markets (Trading, Structuring & Origination, Sales or Research). Make sure that you are familiar with the roles, responsibilities and skillsets required for each track to ensure suitability before submitting your two preferences. This process will also involve you providing details on all fluent languages, your graduation dates and availability. This is a pooled recruitment process whereby you will be considered for available roles that are to be recruited during your availability. Roles are recruited for quarterly with start dates in Q1 January, Q2 April, Q3 July and Q4 October. Assessment Centres would usually take place at least four months before any of the four quarterly start dates. Available Tracks Our Global Markets teams operate in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems. Globally, we hold key positions across all major financial markets. This approach means you'll be part of an energetic team, helping to solve a range of stimulating and interesting business issues. Trading at J.P. Morgan is a unique insight into global markets - we provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e trading platforms. A trader's role is to respond to and encourage client enquiries, manage the resulting risk, and understand and respond to market moving events. Trading is detail focused, mentally stimulating and requires detailed evaluations. Structuring & Origination within Markets is a hybrid group inclusive of Sales, Trading and Banking. J.P. Morgan has a dedicated team of professionals servicing the structured product requirements of our clients. The team offers a broad range of innovative investor products, liability management and hedging solutions. J.P. Morgan offers a wide range of derivatives products to institutional investors, distributors, corporates and private investors. Sales teams help corporate and institutional clients navigate the breadth of J.P. Morgan's product offerings across Markets and Platform Services, focusing on matching the firm's resources to our clients' needs. The Sales community build relationships with clients and package tailor made solutions that meet the needs of a wide array of clients. To make this distinction possible, salespeople have a wide knowledge of multiple products, and proactively engage with clients and suggest trade ideas. A salesperson typically has collaborative communication and interpersonal skills, an investigative mind, is a capable multi tasker and team orientated. Digital Markets: This role requires a strategic thinker with an interest in digital assets, operational flows and the ability to collaborate effectively with cross functional teams. You will support and manage digital asset projects within our Digital Markets division. You will be responsible for coordinating initiatives related to intraday repo, other digital assets trading initiatives and wider engagement with market infrastructures on digital asset topics, ensuring alignment with business objectives and regulatory requirements. You will develop and execute product strategies that drive innovation and growth in digital markets, engaging with market infrastructures and external partners to advance digital asset initiatives and foster industry collaboration in support of the wider markets digital asset agenda. Across all tracks, you'll support senior colleagues with important research, analysis and preparatory work. You will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Your work and contributions will be valuable to the team from the start. Expert instructors and JPMorgan Chase professionals will teach you about our history, the scale and scope of our organization today and our ambitious plans for tomorrow. We'll teach you technical and practical skills that will help you hit the ground running. At JPMorgan Chase, we equip our Markets teams with the skills to thrive in a data driven and evolving business environment. New analysts and associates receive training in coding and data analysis, enabling them to create tools that automate tasks and improve decision making. Our focus on learning fosters innovation and adaptability, helping our teams succeed for our clients. Join us to be part of a team that values growth and excellence in the dynamic world of markets. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. To start the application, you will be prompted to enter your email address. Your email address will be used to create and maintain your profile so make sure it is one you will have long term access to. Do not use an email address with ".edu or .ac.uk" extension as doing so could result in delays receiving updates regarding your candidacy. After you confirm your application, we will review it to establish suitability for the role you have applied for. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview with an integrated mathematics test, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers . click apply for full job details
Apr 08, 2026
Full time
Job Profile If you are enthusiastic, committed and looking to apply what you've learned to real world financial experience, we have a role for you. Our global markets teams operate in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems. Globally, we hold key positions across all major financial markets. This approach means you'll be part of an energetic team, helping to solve a range of stimulating and interesting business issues. Your work and contributions will be valuable to the team from the start. Job Summary As an Intern in the Markets team, you will spend your time exploring the sophisticated financial solutions we deliver across asset classes. The skills you develop and the professional network you build and support will serve as a solid foundation for your career. Dedicated instructors and JPMorgan Chase professionals will teach you about our history, the scale and scope of our organisation today and our exciting plans for tomorrow. We'll teach you technical and practical skills that will help suitably prepare you for your desk. The off cycle internship is a 3 6 month programme offered in select European locations, with intakes in each quarter of the year and is a pipeline to the full analyst programme for the next available intake once your internship has been completed successfully. The programme is an opportunity to take your career to the next level through hands on experience, relevant skills training and valuable professional networking. Based on your personal and collaborative achievements, those who successfully complete the program may receive offers of full time employment for the analyst programme. Job Responsibilities Support senior colleagues with key research, evaluation and preparatory work. Monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Required Qualifications, Capabilities and Skills Graduation date from June 2025 through to October 2026. Proficient verbal and written communication skills for the country to which you are applying. Willing to take on some responsibility and manage your own projects in collaboration with your colleagues. Interest in global financial markets. Investigative and quantitative skills, flexibility, and attention to detail. Enjoy and thrive in a collaborative environment. Well rounded academic background that includes details of extra curricular positions. To be eligible for an off cycle internship, you need to have graduated if you have read your degree in the UK, or experience must be part of your degree programme if studying in mainland Europe or the Middle East. Preferred Qualifications, Capabilities and Skills For our Trading and Structuring tracks, it is useful to enjoy numerical and quantitative work. Not all hiring desks require specific languages, however there will be some that do. Please ensure you accurately list your language fluency skills on your application form to help us identify the most appropriate opportunities for you. We recommend that you apply to one Markets program only. Application Deadline Monday 31st August 2026 About Us JPMorgan Chase has operated in Europe for nearly 200 years and has a sophisticated local market presence across Europe, the Middle East and Africa (EMEA). Within the region, JPMorgan Chase has an unparalleled client base and leadership across the spectrum of financial services products. The regional head office in London is complemented by a strong regional footprint, with offices in all major financial centres. What You Can Expect As part of the application process, you will be asked to preference (where available) two of the four tracks within Markets (Trading, Structuring & Origination, Sales or Research). Make sure that you are familiar with the roles, responsibilities and skillsets required for each track to ensure suitability before submitting your two preferences. This process will also involve you providing details on all fluent languages, your graduation dates and availability. This is a pooled recruitment process whereby you will be considered for available roles that are to be recruited during your availability. Roles are recruited for quarterly with start dates in Q1 January, Q2 April, Q3 July and Q4 October. Assessment Centres would usually take place at least four months before any of the four quarterly start dates. Available Tracks Our Global Markets teams operate in all major financial markets and develop sophisticated financial solutions to help clients manage risk, increase returns and solve complex financial problems. Globally, we hold key positions across all major financial markets. This approach means you'll be part of an energetic team, helping to solve a range of stimulating and interesting business issues. Trading at J.P. Morgan is a unique insight into global markets - we provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e trading platforms. A trader's role is to respond to and encourage client enquiries, manage the resulting risk, and understand and respond to market moving events. Trading is detail focused, mentally stimulating and requires detailed evaluations. Structuring & Origination within Markets is a hybrid group inclusive of Sales, Trading and Banking. J.P. Morgan has a dedicated team of professionals servicing the structured product requirements of our clients. The team offers a broad range of innovative investor products, liability management and hedging solutions. J.P. Morgan offers a wide range of derivatives products to institutional investors, distributors, corporates and private investors. Sales teams help corporate and institutional clients navigate the breadth of J.P. Morgan's product offerings across Markets and Platform Services, focusing on matching the firm's resources to our clients' needs. The Sales community build relationships with clients and package tailor made solutions that meet the needs of a wide array of clients. To make this distinction possible, salespeople have a wide knowledge of multiple products, and proactively engage with clients and suggest trade ideas. A salesperson typically has collaborative communication and interpersonal skills, an investigative mind, is a capable multi tasker and team orientated. Digital Markets: This role requires a strategic thinker with an interest in digital assets, operational flows and the ability to collaborate effectively with cross functional teams. You will support and manage digital asset projects within our Digital Markets division. You will be responsible for coordinating initiatives related to intraday repo, other digital assets trading initiatives and wider engagement with market infrastructures on digital asset topics, ensuring alignment with business objectives and regulatory requirements. You will develop and execute product strategies that drive innovation and growth in digital markets, engaging with market infrastructures and external partners to advance digital asset initiatives and foster industry collaboration in support of the wider markets digital asset agenda. Across all tracks, you'll support senior colleagues with important research, analysis and preparatory work. You will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Your work and contributions will be valuable to the team from the start. Expert instructors and JPMorgan Chase professionals will teach you about our history, the scale and scope of our organization today and our ambitious plans for tomorrow. We'll teach you technical and practical skills that will help you hit the ground running. At JPMorgan Chase, we equip our Markets teams with the skills to thrive in a data driven and evolving business environment. New analysts and associates receive training in coding and data analysis, enabling them to create tools that automate tasks and improve decision making. Our focus on learning fosters innovation and adaptability, helping our teams succeed for our clients. Join us to be part of a team that values growth and excellence in the dynamic world of markets. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. To start the application, you will be prompted to enter your email address. Your email address will be used to create and maintain your profile so make sure it is one you will have long term access to. Do not use an email address with ".edu or .ac.uk" extension as doing so could result in delays receiving updates regarding your candidacy. After you confirm your application, we will review it to establish suitability for the role you have applied for. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview with an integrated mathematics test, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers . click apply for full job details
The role will cover a wide range of Leveraged (both Private Equity-owned and Corporate) and Investment Grade clients in the Consumer, Healthcare and Retail sectors. As a Wholesale Credit Risk EMEA - Consumer, Healthcare, Retail - Vice President in the Commercial & Investment Bank team, you will play a crucial role in negotiating and developing recommendations for new transaction approvals across a variety of products, including secured and unsecured loans, derivatives, trade, and treasury products. You will lead due diligence and credit analysis to assess the creditworthiness of counterparties, making recommendations on appropriate structures, risk appetite, and grading. Your role will involve structuring and documentation negotiations, as well as ongoing credit risk portfolio management. You will also be committed to personal development and fostering team knowledge by coaching and training members of the Analyst and Associate community. Your ability to balance a commercial mindset with a sound risk and controls attitude will be key to managing the Firm's balance sheet effectively. Job responsibilities Negotiate and develop recommendations for new transaction approvals across various products. Lead due diligence and credit analysis to assess counterparty creditworthiness. Make recommendations on appropriate structure, risk appetite, and grading. Lead structuring and documentation negotiations for Investment Grade or Leveraged facilities. Commit to personal development and foster team knowledge through coaching and training. Manage ongoing credit risk portfolio, including monitoring credit ratings, sector trends, and client performance. Balance a commercial and solution-driven mindset with a sound risk and controls attitude. Develop close working relationships with senior stakeholders within the Commercial & Investment Bank. Understand and apply J.P. Morgan's Risk management policies in interactions with stakeholders, including Regulators and Auditors. Required qualifications, capabilities, and skills Sound credit skills and judgment, with a proactive and flexible approach to coordinating and leading credit processes. Good interpersonal and communication skills, with the ability to establish credibility and trust with internal business and risk stakeholders. Working knowledge of transaction structures, documentation, and banking products sufficient to lead the execution of new deals and portfolio workstreams. Experience in Sponsor deal financings or expertise in relevant industrial sectors is beneficial but not essential. Ability to be a self-starter while working effectively in a team environment. Significant of experience in a comparable environment. Preferred qualifications, capabilities, and skills Previous experience leading loan documentation negotiations and core corporate derivative documentation is recommended (Investment Grade, Leverage Finance, Sponsor LBO).
Apr 08, 2026
Full time
The role will cover a wide range of Leveraged (both Private Equity-owned and Corporate) and Investment Grade clients in the Consumer, Healthcare and Retail sectors. As a Wholesale Credit Risk EMEA - Consumer, Healthcare, Retail - Vice President in the Commercial & Investment Bank team, you will play a crucial role in negotiating and developing recommendations for new transaction approvals across a variety of products, including secured and unsecured loans, derivatives, trade, and treasury products. You will lead due diligence and credit analysis to assess the creditworthiness of counterparties, making recommendations on appropriate structures, risk appetite, and grading. Your role will involve structuring and documentation negotiations, as well as ongoing credit risk portfolio management. You will also be committed to personal development and fostering team knowledge by coaching and training members of the Analyst and Associate community. Your ability to balance a commercial mindset with a sound risk and controls attitude will be key to managing the Firm's balance sheet effectively. Job responsibilities Negotiate and develop recommendations for new transaction approvals across various products. Lead due diligence and credit analysis to assess counterparty creditworthiness. Make recommendations on appropriate structure, risk appetite, and grading. Lead structuring and documentation negotiations for Investment Grade or Leveraged facilities. Commit to personal development and foster team knowledge through coaching and training. Manage ongoing credit risk portfolio, including monitoring credit ratings, sector trends, and client performance. Balance a commercial and solution-driven mindset with a sound risk and controls attitude. Develop close working relationships with senior stakeholders within the Commercial & Investment Bank. Understand and apply J.P. Morgan's Risk management policies in interactions with stakeholders, including Regulators and Auditors. Required qualifications, capabilities, and skills Sound credit skills and judgment, with a proactive and flexible approach to coordinating and leading credit processes. Good interpersonal and communication skills, with the ability to establish credibility and trust with internal business and risk stakeholders. Working knowledge of transaction structures, documentation, and banking products sufficient to lead the execution of new deals and portfolio workstreams. Experience in Sponsor deal financings or expertise in relevant industrial sectors is beneficial but not essential. Ability to be a self-starter while working effectively in a team environment. Significant of experience in a comparable environment. Preferred qualifications, capabilities, and skills Previous experience leading loan documentation negotiations and core corporate derivative documentation is recommended (Investment Grade, Leverage Finance, Sponsor LBO).
About Us Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Our team combines deep asset management experience (Lazard, Partners Group) with machine learning and applied AI research. Operating across London and San Francisco, we collaborate with leading AI labs to improve how models reason, generalize, and make decisions in high-stakes financial contexts. The Opportunity AI is rapidly becoming embedded into core investment workflows - from securities research and portfolio construction to risk management and client reporting. This residency is designed for senior research analysts and portfolio managers who want early, practical exposure to how advanced AI systems are built, evaluated, and improved in the context of long-only fundamental investing. Responsibilities Construct expert benchmarks: Build and validate real-world investment cases, securities analyses, and portfolio management frameworks used to evaluate frontier AI systems. Stress-test model reasoning: Diagnose weaknesses in AI-generated investment analyses, identifying where logic, assumptions, or market intuition fail. Design frameworks: Translate how institutional investors evaluate securities, construct portfolios, and manage risk into problems that push the limits of AI reasoning. Compare human vs. machine judgment: Systematically evaluate divergence between professional investment reasoning and AI outputs across equities, fixed income, and multi-asset contexts. Why This Experience Is Valuable You will be among the first institutional investment professionals to work directly on how frontier AI models reason about public markets and portfolio management. A distinctive profile for anyone who wants to sit at the intersection of investing and AI - whether at an asset manager, an AI company, or building something themselves. Hands-on exposure to how AI is reshaping investment workflows, from fundamental research and portfolio construction to client communication and risk attribution. Who You Are 4+ years of experience at a major long-only institutional manager (e.g. BlackRock, Vanguard, Fidelity, Capital Group, T. Rowe Price, Wellington, PIMCO, MFS, Neuberger Berman, Jennison, Artisan Partners) Senior Research Analyst or Portfolio Manager level Deep expertise in equities, fixed income, or multi-asset portfolio management Experience conducting fundamental analysis, writing investment commentary, and engaging with company management or issuers Familiarity with client reporting, risk attribution, and investment policy constraints Genuine intellectual curiosity about the application of AI in institutional finance Residency Structure Commitment: 15+ hours/week, flexible scheduling Location: Remote globally, or in-person if based in London or San Francisco Compensation: Paid professional engagement Start date: Immediate / Rolling
Apr 08, 2026
Full time
About Us Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Our team combines deep asset management experience (Lazard, Partners Group) with machine learning and applied AI research. Operating across London and San Francisco, we collaborate with leading AI labs to improve how models reason, generalize, and make decisions in high-stakes financial contexts. The Opportunity AI is rapidly becoming embedded into core investment workflows - from securities research and portfolio construction to risk management and client reporting. This residency is designed for senior research analysts and portfolio managers who want early, practical exposure to how advanced AI systems are built, evaluated, and improved in the context of long-only fundamental investing. Responsibilities Construct expert benchmarks: Build and validate real-world investment cases, securities analyses, and portfolio management frameworks used to evaluate frontier AI systems. Stress-test model reasoning: Diagnose weaknesses in AI-generated investment analyses, identifying where logic, assumptions, or market intuition fail. Design frameworks: Translate how institutional investors evaluate securities, construct portfolios, and manage risk into problems that push the limits of AI reasoning. Compare human vs. machine judgment: Systematically evaluate divergence between professional investment reasoning and AI outputs across equities, fixed income, and multi-asset contexts. Why This Experience Is Valuable You will be among the first institutional investment professionals to work directly on how frontier AI models reason about public markets and portfolio management. A distinctive profile for anyone who wants to sit at the intersection of investing and AI - whether at an asset manager, an AI company, or building something themselves. Hands-on exposure to how AI is reshaping investment workflows, from fundamental research and portfolio construction to client communication and risk attribution. Who You Are 4+ years of experience at a major long-only institutional manager (e.g. BlackRock, Vanguard, Fidelity, Capital Group, T. Rowe Price, Wellington, PIMCO, MFS, Neuberger Berman, Jennison, Artisan Partners) Senior Research Analyst or Portfolio Manager level Deep expertise in equities, fixed income, or multi-asset portfolio management Experience conducting fundamental analysis, writing investment commentary, and engaging with company management or issuers Familiarity with client reporting, risk attribution, and investment policy constraints Genuine intellectual curiosity about the application of AI in institutional finance Residency Structure Commitment: 15+ hours/week, flexible scheduling Location: Remote globally, or in-person if based in London or San Francisco Compensation: Paid professional engagement Start date: Immediate / Rolling
About the Business LexisNexis Risk Solutions provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. We use the power of data and advanced analytics to help our customers make better, timelier decisions. By bringing clarity to information, we ultimately help make communities safer, insurance rates more accurate, commerce more transparent, business decisions easier and processes more efficient. You can learn more about LexisNexis Risk at the link below, About the Team At Data Services, (part of the Risk division of RELX, a FTSE 20 business), our expertise delivers the trusted data and insights to power decisions that enable organizations and professions to confidently transform and shape their rapidly evolving world.We are a fast growth portfolio of specialised businesses that relies on a continuous focus on high performance, innovation and the best people, to maximise the value we deliver to customers to solve some of the world's most important problems. About the Role The Senior Sales Operations Analyst, Commissions ensures sales commission plans are delivered accurately, fairly, and on time. This role turns sales strategy into clear, reliable commission outcomes by combining strong analytics, well governed processes, and effective collaboration. The work supports confidence in performance measurement and rewards across Sales, Finance, and Payroll teams. Responsibilities Manage the end to end execution of sales commission plans, ensuring accuracy, consistency, and alignment with approved designs. Own commission data integrity, from plan documentation and system setup through monthly calculations, reporting, and audits. Define and deliver clear reporting and insights that help leaders understand performance trends, key metrics, and forecast accuracy. Partner with Sales and Finance to support quota setting, budget vs. actual analysis, and continuous improvement of incentive programs. Maintain clear governance for commission plans, including documentation standards, approvals, and controlled change management. Ensure commissions are calculated, reviewed, and communicated accurately and on schedule to meet payroll deadlines. Investigate and resolve commission questions by clearly explaining calculations and plan rules. Work with Finance, Legal, HR, Sales Operations, and Sales leadership to maintain compliant commission policies. Support audits and regular data reviews to reduce risk and improve process reliability over time. Requirements Relevant experience in sales commissions, sales operations, finance, analytics, or a related field (experience matters more than formal education). Experience working with commission plans in a recurring revenue or SaaS style business environment. Strong analytical skills, with the ability to explain complex data in a clear and practical way. Confidence working with senior stakeholders and cross functional partners in a matrixed or global environment. Ability to manage multiple priorities, work independently, and collaborate effectively as part of a team. Solid spreadsheet skills (e.g., "Excel") and comfort working with large datasets. Clear written and verbal communication skills, including creating concise presentations or summaries. Knowledge of commission governance, controls, and compliance principles is helpful, but not required. Working for you Generous holiday allowance with the option to buy additional days Health screening, eye care vouchers and private medical benefits Wellbeing programs Access to a competitive contributory pension scheme Save As You Earn share option scheme Travel Season ticket loan Electric Vehicle Scheme Optional Dental Insurance Maternity, paternity and shared parental leave Employee Assistance Programme Access to emergency care for both the elderly and children RECARES days, giving you time to support the charities and causes that matter to you Access to employee resource groups with dedicated time to volunteer Access to extensive learning and development resources Access to employee discounts scheme via Perks at Work We know your well being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
Apr 08, 2026
Full time
About the Business LexisNexis Risk Solutions provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. We use the power of data and advanced analytics to help our customers make better, timelier decisions. By bringing clarity to information, we ultimately help make communities safer, insurance rates more accurate, commerce more transparent, business decisions easier and processes more efficient. You can learn more about LexisNexis Risk at the link below, About the Team At Data Services, (part of the Risk division of RELX, a FTSE 20 business), our expertise delivers the trusted data and insights to power decisions that enable organizations and professions to confidently transform and shape their rapidly evolving world.We are a fast growth portfolio of specialised businesses that relies on a continuous focus on high performance, innovation and the best people, to maximise the value we deliver to customers to solve some of the world's most important problems. About the Role The Senior Sales Operations Analyst, Commissions ensures sales commission plans are delivered accurately, fairly, and on time. This role turns sales strategy into clear, reliable commission outcomes by combining strong analytics, well governed processes, and effective collaboration. The work supports confidence in performance measurement and rewards across Sales, Finance, and Payroll teams. Responsibilities Manage the end to end execution of sales commission plans, ensuring accuracy, consistency, and alignment with approved designs. Own commission data integrity, from plan documentation and system setup through monthly calculations, reporting, and audits. Define and deliver clear reporting and insights that help leaders understand performance trends, key metrics, and forecast accuracy. Partner with Sales and Finance to support quota setting, budget vs. actual analysis, and continuous improvement of incentive programs. Maintain clear governance for commission plans, including documentation standards, approvals, and controlled change management. Ensure commissions are calculated, reviewed, and communicated accurately and on schedule to meet payroll deadlines. Investigate and resolve commission questions by clearly explaining calculations and plan rules. Work with Finance, Legal, HR, Sales Operations, and Sales leadership to maintain compliant commission policies. Support audits and regular data reviews to reduce risk and improve process reliability over time. Requirements Relevant experience in sales commissions, sales operations, finance, analytics, or a related field (experience matters more than formal education). Experience working with commission plans in a recurring revenue or SaaS style business environment. Strong analytical skills, with the ability to explain complex data in a clear and practical way. Confidence working with senior stakeholders and cross functional partners in a matrixed or global environment. Ability to manage multiple priorities, work independently, and collaborate effectively as part of a team. Solid spreadsheet skills (e.g., "Excel") and comfort working with large datasets. Clear written and verbal communication skills, including creating concise presentations or summaries. Knowledge of commission governance, controls, and compliance principles is helpful, but not required. Working for you Generous holiday allowance with the option to buy additional days Health screening, eye care vouchers and private medical benefits Wellbeing programs Access to a competitive contributory pension scheme Save As You Earn share option scheme Travel Season ticket loan Electric Vehicle Scheme Optional Dental Insurance Maternity, paternity and shared parental leave Employee Assistance Programme Access to emergency care for both the elderly and children RECARES days, giving you time to support the charities and causes that matter to you Access to employee resource groups with dedicated time to volunteer Access to extensive learning and development resources Access to employee discounts scheme via Perks at Work We know your well being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
Partners in Performance - Performance Strategy - Manager Who we are Partners in Performance, Part of Accenture, is a global management consulting firm with offices in Australia, New Zealand, South-East Asia, Africa, Europe and North & South America. Sitting within Accenture Strategy, our Performance Strategy consulting team focuses on improving human performance and working as true partners with clients to drive meaningful change. We work on the frontline alongside client teams to unleash their potential and deliver lasting impact that can rarely be achieved from the boardroom. Visit pip.global, Partners in Performance, Part of Accenture on LinkedIn, on Instagram to get to know us better. Performance Strategy Consulting at Partners in Performance As part of the Performance Strategy Consulting team, you will be working in teams to solve complex problems, drive meaningful change, and help industries and organisations overcome their biggest challenges. You will help influence decisions at the highest levels as well as improve performance at the frontline. Our working style is about testing, learning, and adapting to drive continual improvements wherever we go. We're a collaborative team that supports, challenges, mentors, and learns from one another. We believe in providing our people with experiences and development opportunities that stretch and push them beyond what they thought was possible. Job Description: Partners in Performance Managers play the critical role of leading our engagements. They are adaptable and comfortable working in business improvement, strategic sourcing, capital portfolio optimisation and commercial due diligence in a genuinely broad range of clients and industries across the Europe region. Leading a team of Senior Associates, Associates and/or Business Analysts you will ensure engagement delivery and collaboration, coaching and management of the client also. You won't be handing over your work but will be in control of an end-to-end process. Your career development will be supported by your personal Development Leader and our world class training and career development programs. At the same time as offering the security of a structured approach, our organisation is still of a size where you will be truly treated as an individual, with the opportunity to contribute new ideas and make the best of your entrepreneurial spirit. You will have consulting experience within a T1 strategy firm, have outstanding logic and analytical skills, the ability to solve complex commercial problems and want to see tangible results from your work a career with Partners in Performance .
Apr 08, 2026
Full time
Partners in Performance - Performance Strategy - Manager Who we are Partners in Performance, Part of Accenture, is a global management consulting firm with offices in Australia, New Zealand, South-East Asia, Africa, Europe and North & South America. Sitting within Accenture Strategy, our Performance Strategy consulting team focuses on improving human performance and working as true partners with clients to drive meaningful change. We work on the frontline alongside client teams to unleash their potential and deliver lasting impact that can rarely be achieved from the boardroom. Visit pip.global, Partners in Performance, Part of Accenture on LinkedIn, on Instagram to get to know us better. Performance Strategy Consulting at Partners in Performance As part of the Performance Strategy Consulting team, you will be working in teams to solve complex problems, drive meaningful change, and help industries and organisations overcome their biggest challenges. You will help influence decisions at the highest levels as well as improve performance at the frontline. Our working style is about testing, learning, and adapting to drive continual improvements wherever we go. We're a collaborative team that supports, challenges, mentors, and learns from one another. We believe in providing our people with experiences and development opportunities that stretch and push them beyond what they thought was possible. Job Description: Partners in Performance Managers play the critical role of leading our engagements. They are adaptable and comfortable working in business improvement, strategic sourcing, capital portfolio optimisation and commercial due diligence in a genuinely broad range of clients and industries across the Europe region. Leading a team of Senior Associates, Associates and/or Business Analysts you will ensure engagement delivery and collaboration, coaching and management of the client also. You won't be handing over your work but will be in control of an end-to-end process. Your career development will be supported by your personal Development Leader and our world class training and career development programs. At the same time as offering the security of a structured approach, our organisation is still of a size where you will be truly treated as an individual, with the opportunity to contribute new ideas and make the best of your entrepreneurial spirit. You will have consulting experience within a T1 strategy firm, have outstanding logic and analytical skills, the ability to solve complex commercial problems and want to see tangible results from your work a career with Partners in Performance .
A prestigious financial office in London is seeking a Private Equity Analyst to join their team. The successful candidate will focus on research and analysis for investment opportunities, engaging with stakeholders to provide detailed market commentary and portfolio updates. A minimum of 2-3 years of relevant experience is essential, along with strong analytical skills and a proactive attitude. This opportunity offers the chance to work closely with senior management in a dynamic environment.
Apr 08, 2026
Full time
A prestigious financial office in London is seeking a Private Equity Analyst to join their team. The successful candidate will focus on research and analysis for investment opportunities, engaging with stakeholders to provide detailed market commentary and portfolio updates. A minimum of 2-3 years of relevant experience is essential, along with strong analytical skills and a proactive attitude. This opportunity offers the chance to work closely with senior management in a dynamic environment.