Business Development Director - Financial Services Group Are you ready to lead and drive business growth in a dynamic professional services environment? Do you have what it takes to connect with top-tier clients and deliver exceptional risk solutions? We're hiring a Business Development Director for our Financial Services Group in London. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. This group serves clients in Banking, Insurance & Pension, Asset Management and FinTech sectors within the Major Complex and Enterprise segment. Aon's FSG offers risk solutions such as D&O, Professional Indemnity and Crime, Cyber, and Risk Consultancy in the UK. What the day will look like Client Relationships Establish contact and develop relationships at the highest level within prospects. Develop an understanding and appreciation of the prospect's business including their strategy and challenges. Establish the client's needs and be able to articulate Aon's insurance and risk management solutions for those needs in a professional way, utilising Aon's sector knowledge, market position, data and insights. Apply Aon sales learning journey methodology, when planning and actioning prospect meetings. Use Marketing and other materials to help to develop relationships with prospects. This includes active participation in periodic sales campaigns, utilising Aon insights and thought leadership to create value and participation in Delivering Aon United (DAU) client planning sessions with other Solution Lines to generate leads. Work collaboratively with FSG colleagues during the sales process and ensure a smooth transition post win to client management teams. Business Proposition Using information for similar sector clients and knowledge of their business, establish Aon's revenue basis and a proposal intended to provide a profitable return. Sell from across the full range of Aon services to develop revenue streams and to build trust in Aon's services. Work with Project Management and Broking to ensure Aon deliver on our initial proposition - in addition, with overseas Aon offices where required. Participation, and where required, leadership of service proposition proposals to prospects. The developer is expected to play a significant role in the customisation and quality control of the proposition and accompanying materials using Project Management as necessary - this may include writing sections of the proposal. Enable periodic accompaniment by Sales Management and Sales Training at prospect meetings. Skills and experience that will lead to success Experience, Knowledge and Skills Sales experience essential - preferable in new business. Knowledge of, and credibility in front of, the Financial Services client base. Insurance experience. Professional style - ability to impact and impress in 1:1 prospect meetings. General business awareness. Results focused. IT literate with experience using databases. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on . Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
May 28, 2025
Full time
Business Development Director - Financial Services Group Are you ready to lead and drive business growth in a dynamic professional services environment? Do you have what it takes to connect with top-tier clients and deliver exceptional risk solutions? We're hiring a Business Development Director for our Financial Services Group in London. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. This group serves clients in Banking, Insurance & Pension, Asset Management and FinTech sectors within the Major Complex and Enterprise segment. Aon's FSG offers risk solutions such as D&O, Professional Indemnity and Crime, Cyber, and Risk Consultancy in the UK. What the day will look like Client Relationships Establish contact and develop relationships at the highest level within prospects. Develop an understanding and appreciation of the prospect's business including their strategy and challenges. Establish the client's needs and be able to articulate Aon's insurance and risk management solutions for those needs in a professional way, utilising Aon's sector knowledge, market position, data and insights. Apply Aon sales learning journey methodology, when planning and actioning prospect meetings. Use Marketing and other materials to help to develop relationships with prospects. This includes active participation in periodic sales campaigns, utilising Aon insights and thought leadership to create value and participation in Delivering Aon United (DAU) client planning sessions with other Solution Lines to generate leads. Work collaboratively with FSG colleagues during the sales process and ensure a smooth transition post win to client management teams. Business Proposition Using information for similar sector clients and knowledge of their business, establish Aon's revenue basis and a proposal intended to provide a profitable return. Sell from across the full range of Aon services to develop revenue streams and to build trust in Aon's services. Work with Project Management and Broking to ensure Aon deliver on our initial proposition - in addition, with overseas Aon offices where required. Participation, and where required, leadership of service proposition proposals to prospects. The developer is expected to play a significant role in the customisation and quality control of the proposition and accompanying materials using Project Management as necessary - this may include writing sections of the proposal. Enable periodic accompaniment by Sales Management and Sales Training at prospect meetings. Skills and experience that will lead to success Experience, Knowledge and Skills Sales experience essential - preferable in new business. Knowledge of, and credibility in front of, the Financial Services client base. Insurance experience. Professional style - ability to impact and impress in 1:1 prospect meetings. General business awareness. Results focused. IT literate with experience using databases. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on . Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Challenge yourself, change lives and help shape the UK's digital revolution and join CGI as a Business Development Director within our Auto and Asset Finance team. We look to our Client Partners to drive change, inspire trust with clients and colleagues, and take responsibility for some of the world's most ambitious transformation projects. CGI was recognised in the Sunday Times Best Places to Work List 2024 and has been named one of the 'World's Best Employers' by Forbes magazine. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. Your future duties and responsibilities As a Client Partner for growth within Auto or Asset Finance, you will be focussed on Business Growth. Reporting to the Head of Asset Finance, this is a key strategic role, with the primary goal of driving business growth and executing on CGI's future vision and go-to-market strategy for this dynamic sector. • The primary goal of this role is to bring CGI's end-to-end offering to new clients in the Asset Finance and Automotive Finance sector • You will take responsibility for seeking out and identifying new opportunities, building pipeline and delivering against a sales target with quality, profitable and sustainable wins • The establishing and nurturing of strong client relationships is key as you work to understand the clients' business, the markets they operate in, challenges they face and be able to respond effectively with a plan of how to meet these • You will lead the shaping and developing of the CGI offering, steering the pursuit team to ensure that we secure the deal and that it contributes to our profitable growth • With a passion for innovation and creativity you will also contribute to and provide leadership of CGI's go-to-market strategy, providing insight to the business on market trends affecting clients Required qualifications to be successful in this role As the successful candidate, you will be able to identify and work with a range of customers, understand their needs, and develop business and technical solutions with them. • You will have a proven record of accomplishment in generating new business (new client, new offering or new business area) in either Asset Finance, Auto Finance or Banking, Financial Services Sector • You will have a proven existing network of contacts at C-Level within target accounts within the Asset Finance and/or Auto Finance Sector • Also you will have demonstrable experience of selling a range of IT services including consultancy, major systems integration solutions, IP and managed services • You require knowledge and experience within Asset Finance current challenges and selling environments • You will have strong business acumen, strong collaboration, leadership and stakeholder management skills • You must be a self-starter, who can lead deals and manage matrix teams. • You will be strong in relationship development and ongoing management, both internally and externally Want to learn more about careers at CGI? Join our talent network Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
May 28, 2025
Full time
Challenge yourself, change lives and help shape the UK's digital revolution and join CGI as a Business Development Director within our Auto and Asset Finance team. We look to our Client Partners to drive change, inspire trust with clients and colleagues, and take responsibility for some of the world's most ambitious transformation projects. CGI was recognised in the Sunday Times Best Places to Work List 2024 and has been named one of the 'World's Best Employers' by Forbes magazine. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. Your future duties and responsibilities As a Client Partner for growth within Auto or Asset Finance, you will be focussed on Business Growth. Reporting to the Head of Asset Finance, this is a key strategic role, with the primary goal of driving business growth and executing on CGI's future vision and go-to-market strategy for this dynamic sector. • The primary goal of this role is to bring CGI's end-to-end offering to new clients in the Asset Finance and Automotive Finance sector • You will take responsibility for seeking out and identifying new opportunities, building pipeline and delivering against a sales target with quality, profitable and sustainable wins • The establishing and nurturing of strong client relationships is key as you work to understand the clients' business, the markets they operate in, challenges they face and be able to respond effectively with a plan of how to meet these • You will lead the shaping and developing of the CGI offering, steering the pursuit team to ensure that we secure the deal and that it contributes to our profitable growth • With a passion for innovation and creativity you will also contribute to and provide leadership of CGI's go-to-market strategy, providing insight to the business on market trends affecting clients Required qualifications to be successful in this role As the successful candidate, you will be able to identify and work with a range of customers, understand their needs, and develop business and technical solutions with them. • You will have a proven record of accomplishment in generating new business (new client, new offering or new business area) in either Asset Finance, Auto Finance or Banking, Financial Services Sector • You will have a proven existing network of contacts at C-Level within target accounts within the Asset Finance and/or Auto Finance Sector • Also you will have demonstrable experience of selling a range of IT services including consultancy, major systems integration solutions, IP and managed services • You require knowledge and experience within Asset Finance current challenges and selling environments • You will have strong business acumen, strong collaboration, leadership and stakeholder management skills • You must be a self-starter, who can lead deals and manage matrix teams. • You will be strong in relationship development and ongoing management, both internally and externally Want to learn more about careers at CGI? Join our talent network Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
You will need to login before you can apply for a job. Vice President, Business & Operational Audit View more categories View less categories Sector Banking and Financial Services Role C-suite Contract Type Permanent Hours Full Time About this role Internal Audit's primary mission is to provide assurance to the Board of Directors and Executive Management that BlackRock's businesses are well managed and meeting strategic, operational and risk management objectives. The team engages with senior leaders and all of BlackRock's individual business units globally to understand and advise on the risks in their business, evaluate the effectiveness of key processes and assist in the design of best practices that can improve their results. Internal Audit reports directly to the Audit Committee of the Board of Directors, and our work builds confidence that BlackRock will meet its obligations to clients, shareholders, employees and other stakeholders. With teams in the US, Europe, and Asia, the Business Audit Team performs audits covering all BlackRock business units, including investment management, risk management, operations, finance, legal and compliance, and client businesses. The London office, located in the heart of the City of London, serves as BlackRock's EMEA headquarters and is home to over 3,200 employees. It plays a crucial role in the firm's global operations, supporting various business units including Investment Management, Sales, Trading, Client Business, Risk Management, Operations, Finance, and Legal and Compliance. Specific responsibilities include: Project managing and leading the execution of audits (global and regional) in aforementioned areas. Responsibilities include all aspects of the audit process (e.g. risk assessment; scope determination; test work; audit issue and report writing) Relationship management of primary Internal Audit business stakeholders for lines of business, including acting as the primary Internal Audit business engagement liaison for one or more lines of business Providing advisory services during the development of new businesses and systems Assistance in the formation of the annual audit plan through direct input, insight, and perspective around current business, industry, and regulatory risk factors Interact with regulatory examiners upon request People management responsibilities of audit staff, including coaching and feedback Identifying emerging firm-wide and business risks and understanding key changes in strategies and operating model through ongoing engagements with business management Completing annual risk assessments of business areas Leading or contributing to global departmental projects Travel to regional and international locations may be required Qualifications Undergraduate or graduate degree 6+ years of experience; preferably in financial services and/or internal audit, including an understanding of financial instruments and asset management processes and risks Interest in broad exposure to investment management, sales, trading, operations, risk management, finance, and compliance activities in the asset management industry Proficient understanding of current regulatory and industry events Relevant professional certifications are a plus (ACCA, CA, CIA, IMC, CFA) Skills Audit Issue and Report Writing Developing Others Critical thinking and problem-solving abilities Excellent communication (verbal, written, listening) and interpersonal skills. Ability to develop and maintain effective working relationships with peers and business partners. Intellectual curiosity and healthy scepticism Ability to articulate complex subject matters succinctly. Strong project management and organizational skills Data analysis Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please LinkedIn: BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law. Company About Us BlackRock's purpose is to help more and more people experience financial well-being. We serve pension plans providing for nurses, teachers, firefighters, law enforcement and other public and private sector workers, individual investors investing for their own retirement, and institutions such as governments, foundations and insurance companies. Clients turn to BlackRock for the innovative solutions they need when planning for their most important goals. We are passionate about helping those we serve build a strong financial future, so we seek out a diverse range of perspectives and talents to solve their most complex challenges. While our firm has offices across more than 30 countries, we operate as "One BlackRock:" our people thrive on collaboration, mutual trust and respect, and we inspire each other to collectively raise our game. BlackRock is dedicated to its principles, which include a culture of equity and inclusion, where employees can bring their full selves to every conversation, every day. Our employee networks Our global networks are dynamic communities built on shared experiences, intersectionality and allyship. They are culture carriers for the firm, offering employees and allies the opportunity to enhance and shape the inclusive culture to which we aspire. Employee networks are sponsored by senior leaders and are proudly designed by employees, for employees. The Ability & Allies Network (ABN) provides a sense of community, advocacy, resources and support for all types of disability-related issues within the firm. Awards: 2022 Disability:IN Disability Equality Index BlackRock was recognised as one of the Best Places to Work for Disability Inclusion after scoring 100% on the Disability Equality Index. The index is a joint initiative between the American Association of People with Disabilities and Disability:IN. that helps companies build a roadmap of measurable, tangible actions that they can take to achieve disability inclusion and equality. Glassdoor Best Places to Work 2022 - US & UK This recognition is a result of the feedback provided by current and former colleagues about their experiences working at BlackRock. Ranking in the US and in the UK. Capital Markets Industry 2023 BlackRock was named one of America's Most JUST Companies for the 3rd consecutive year, according to Forbes and JUST Capital. We ranked in the Capital Markets industry. The 2023 list of America's Most JUST Companies celebrates U.S. corporations that outperform their peers in the Russell 1000 on the priorities of the American people - including issues like fair pay, ethical leadership, good benefits and work-life balance, equal opportunity, customer treatment and privacy, community support, environmental impact, and delivering shareholder return. By balancing the needs of all stakeholders, JUST 100 companies demonstrate that profits and purpose can go hand in hand. Create a job alert and receive personalised job recommendations straight to your inbox.
May 27, 2025
Full time
You will need to login before you can apply for a job. Vice President, Business & Operational Audit View more categories View less categories Sector Banking and Financial Services Role C-suite Contract Type Permanent Hours Full Time About this role Internal Audit's primary mission is to provide assurance to the Board of Directors and Executive Management that BlackRock's businesses are well managed and meeting strategic, operational and risk management objectives. The team engages with senior leaders and all of BlackRock's individual business units globally to understand and advise on the risks in their business, evaluate the effectiveness of key processes and assist in the design of best practices that can improve their results. Internal Audit reports directly to the Audit Committee of the Board of Directors, and our work builds confidence that BlackRock will meet its obligations to clients, shareholders, employees and other stakeholders. With teams in the US, Europe, and Asia, the Business Audit Team performs audits covering all BlackRock business units, including investment management, risk management, operations, finance, legal and compliance, and client businesses. The London office, located in the heart of the City of London, serves as BlackRock's EMEA headquarters and is home to over 3,200 employees. It plays a crucial role in the firm's global operations, supporting various business units including Investment Management, Sales, Trading, Client Business, Risk Management, Operations, Finance, and Legal and Compliance. Specific responsibilities include: Project managing and leading the execution of audits (global and regional) in aforementioned areas. Responsibilities include all aspects of the audit process (e.g. risk assessment; scope determination; test work; audit issue and report writing) Relationship management of primary Internal Audit business stakeholders for lines of business, including acting as the primary Internal Audit business engagement liaison for one or more lines of business Providing advisory services during the development of new businesses and systems Assistance in the formation of the annual audit plan through direct input, insight, and perspective around current business, industry, and regulatory risk factors Interact with regulatory examiners upon request People management responsibilities of audit staff, including coaching and feedback Identifying emerging firm-wide and business risks and understanding key changes in strategies and operating model through ongoing engagements with business management Completing annual risk assessments of business areas Leading or contributing to global departmental projects Travel to regional and international locations may be required Qualifications Undergraduate or graduate degree 6+ years of experience; preferably in financial services and/or internal audit, including an understanding of financial instruments and asset management processes and risks Interest in broad exposure to investment management, sales, trading, operations, risk management, finance, and compliance activities in the asset management industry Proficient understanding of current regulatory and industry events Relevant professional certifications are a plus (ACCA, CA, CIA, IMC, CFA) Skills Audit Issue and Report Writing Developing Others Critical thinking and problem-solving abilities Excellent communication (verbal, written, listening) and interpersonal skills. Ability to develop and maintain effective working relationships with peers and business partners. Intellectual curiosity and healthy scepticism Ability to articulate complex subject matters succinctly. Strong project management and organizational skills Data analysis Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please LinkedIn: BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law. Company About Us BlackRock's purpose is to help more and more people experience financial well-being. We serve pension plans providing for nurses, teachers, firefighters, law enforcement and other public and private sector workers, individual investors investing for their own retirement, and institutions such as governments, foundations and insurance companies. Clients turn to BlackRock for the innovative solutions they need when planning for their most important goals. We are passionate about helping those we serve build a strong financial future, so we seek out a diverse range of perspectives and talents to solve their most complex challenges. While our firm has offices across more than 30 countries, we operate as "One BlackRock:" our people thrive on collaboration, mutual trust and respect, and we inspire each other to collectively raise our game. BlackRock is dedicated to its principles, which include a culture of equity and inclusion, where employees can bring their full selves to every conversation, every day. Our employee networks Our global networks are dynamic communities built on shared experiences, intersectionality and allyship. They are culture carriers for the firm, offering employees and allies the opportunity to enhance and shape the inclusive culture to which we aspire. Employee networks are sponsored by senior leaders and are proudly designed by employees, for employees. The Ability & Allies Network (ABN) provides a sense of community, advocacy, resources and support for all types of disability-related issues within the firm. Awards: 2022 Disability:IN Disability Equality Index BlackRock was recognised as one of the Best Places to Work for Disability Inclusion after scoring 100% on the Disability Equality Index. The index is a joint initiative between the American Association of People with Disabilities and Disability:IN. that helps companies build a roadmap of measurable, tangible actions that they can take to achieve disability inclusion and equality. Glassdoor Best Places to Work 2022 - US & UK This recognition is a result of the feedback provided by current and former colleagues about their experiences working at BlackRock. Ranking in the US and in the UK. Capital Markets Industry 2023 BlackRock was named one of America's Most JUST Companies for the 3rd consecutive year, according to Forbes and JUST Capital. We ranked in the Capital Markets industry. The 2023 list of America's Most JUST Companies celebrates U.S. corporations that outperform their peers in the Russell 1000 on the priorities of the American people - including issues like fair pay, ethical leadership, good benefits and work-life balance, equal opportunity, customer treatment and privacy, community support, environmental impact, and delivering shareholder return. By balancing the needs of all stakeholders, JUST 100 companies demonstrate that profits and purpose can go hand in hand. Create a job alert and receive personalised job recommendations straight to your inbox.
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's Private Banking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing, building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current relationships and enjoy developing new ones, prospecting target clients, developing relationships, executing a consultative sales process and closing new business. You will be responsible for continual pro-active lead generation through ongoing research and using your passion for networking to identify and engage with prospects you will position SEI and our enterprise capabilities for wealth managers including the SEI Wealth Platform (SWP). Research and prepare for initial prospect meetings and set the strategy for execution in a first meeting setting. You'll progress any further meetings, identifying unique buying needs / requirements and execute the sales strategy through to close of deal with the prospect. You'll be our 'ear to the ground' attending networking and industry events and will provide insightful market intelligence. You'll keep communication flowing around prospects and progress and will proactively look to develop your already strong knowledge of industry trends, regulatory changes and market forces. You will liaise with other business areas internally (Marketing, Solutions, PMO, legal and Relationship Managers) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remains leading edge. Once you have finalised the contractual relationship you will support a smooth transition of the prospect to our relationship and client service teams. All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: A proven track record in a new Business Development role involving developing and managing executive level relationships within a financial services environment, which could include technical sales, solution development as well as new business development. An understanding of the UK Wealth Management market, including technology, operations and asset management and a strong network within the market. Experience and understanding of the procurement or decision making process within various Wealth Managers. Proven experience of influencing the decision, dealing with senior executives within prospect organisations and ability to maintain a high level of activity to meet sales targets. Proven success in managing and closing high value outsourcing arrangements involving wealth management technology, operations and/or asset management. Experience of cold calling, networking, developing new relationships and various other prospecting techniques within a consultative sales process: an existing and proven contact list within the market would be a plus. Regulatory Categories SMCR Category This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. MiFID II Category Staff giving information about investment products, investment services or ancillary services. What we would like from you: Excellent problem solving, organisational and analytical skills. Process driven sales practitioner. Entrepreneurial spirit coupled with a strong work ethic, focused and committed to success. Relationship focused - we want our clients to sing our praises and talk about our dedication to them. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. SEI's competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about. We are a technology and asset management company delivering on our promise of building brave futures -for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
May 26, 2025
Full time
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's Private Banking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing, building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current relationships and enjoy developing new ones, prospecting target clients, developing relationships, executing a consultative sales process and closing new business. You will be responsible for continual pro-active lead generation through ongoing research and using your passion for networking to identify and engage with prospects you will position SEI and our enterprise capabilities for wealth managers including the SEI Wealth Platform (SWP). Research and prepare for initial prospect meetings and set the strategy for execution in a first meeting setting. You'll progress any further meetings, identifying unique buying needs / requirements and execute the sales strategy through to close of deal with the prospect. You'll be our 'ear to the ground' attending networking and industry events and will provide insightful market intelligence. You'll keep communication flowing around prospects and progress and will proactively look to develop your already strong knowledge of industry trends, regulatory changes and market forces. You will liaise with other business areas internally (Marketing, Solutions, PMO, legal and Relationship Managers) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remains leading edge. Once you have finalised the contractual relationship you will support a smooth transition of the prospect to our relationship and client service teams. All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: A proven track record in a new Business Development role involving developing and managing executive level relationships within a financial services environment, which could include technical sales, solution development as well as new business development. An understanding of the UK Wealth Management market, including technology, operations and asset management and a strong network within the market. Experience and understanding of the procurement or decision making process within various Wealth Managers. Proven experience of influencing the decision, dealing with senior executives within prospect organisations and ability to maintain a high level of activity to meet sales targets. Proven success in managing and closing high value outsourcing arrangements involving wealth management technology, operations and/or asset management. Experience of cold calling, networking, developing new relationships and various other prospecting techniques within a consultative sales process: an existing and proven contact list within the market would be a plus. Regulatory Categories SMCR Category This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. MiFID II Category Staff giving information about investment products, investment services or ancillary services. What we would like from you: Excellent problem solving, organisational and analytical skills. Process driven sales practitioner. Entrepreneurial spirit coupled with a strong work ethic, focused and committed to success. Relationship focused - we want our clients to sing our praises and talk about our dedication to them. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. SEI's competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about. We are a technology and asset management company delivering on our promise of building brave futures -for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Director - Multi-Asset Research, Global Investment Research Apply locations London, United Kingdom time type Full time posted on Posted 11 Days Ago job requisition id R The Global Investment Research (GIR) team is a client-facing research group, within the Equity and Multi-Asset business vertical, with team members in the Americas, EMEA and APAC. The team publishes insights on current market dynamics across global regions and asset classes (e.g., equities, equity factors, fixed income, multi-asset, cross-asset, wealth, asset allocation, portfolio construction dynamics). Our analysis is based primarily on data from FTSE Russell indices, along with other LSEG data sets and some external data sources, which are representative of markets across asset classes and geographies. Our research, by way of monthly and quarterly reports, topical commentaries and deep-dive empirical research, and our research presentations to clients and the investment and wealth ecosystem, enhances our engagement with clients, including asset owners, asset managers, and wealth channels. Role Purpose and responsibilities This role sits within the Global Investment Research (GIR) team and is focused on equities and multi-assets investment research. The candidate should understand different parts of equities (geographical markets, style, size) and all other major asset classes from a multi-asset and cross-asset perspective. The ideal candidate should understand the impact of macroeconomics on financial markets, and have a background in wealth, asset allocation or multi-asset portfolio construction. An understanding of derivatives and hedging tools would be a great plus. The successful candidate will be responsible for: Taking a key role in Equities and Multi-asset research and analysis Doing research and investment writing needed for delivering high quality, thought-provoking research content, by way of regular periodical research reports, topical research insights, white papers and deep thematic research, published through multiple channels. All research efforts are aimed at deepening client engagement, providing critical support for existing and new equity and multi-asset indices by FTSE Russell, increasing the value proposition and awareness of FTSE Russell indices within the institutional and wealth channels Hosting webinars, senior/strategic client-facing research engagements and actively participate in industry conferences and events. Strong written and verbal presentation skills are a must Take ownership of wealth, portfolio construction, multi-asset, cross-asset and asset allocation thought-leadership, and all related client engagements in the EMEA region Manage a team with skillset in fundamental and quantitative research. Current team size would be two direct reports, though that could change in future Working closely with others in the GIR team, and contributing to the research efforts of team members across asset classes, and based in different locations Proactively thinking of utilizing new datasets and analytics to expand the repertoire of GIR research Actively engaging and partnering with key internal stakeholders in Product, Index creation Research, Marketing, Sales, and external stakeholders of FTSE Russell. Working closely with regional and global teams to support the further development of global equity and multi-asset product strategies to drive ETF client adoption and AUM-based revenues from both Wealth and Institutional channels Requirements Post-Graduate / Ph.D. in a quantitative field or investment management field. CFA would be a plus Background and 10+ years experience in multi-asset or cross-asset investment research and portfolio management, either on buy-side or sell-side, in wealth or institutional money management. Excellent knowledge and understanding of investment analytics and quantitative investment techniques, with some specialist product knowledge Deep understanding of global equities and multi-asset investing is an absolute must. Essential to have a holistic understanding of financial markets from a multi-asset perspective and macroeconomy. Understanding of multi-asset and cross-asset from an asset allocation, portfolio construction and scenario analysis perspective is essential Strong background in statistics, econometrics, and numerical methods is needed. Good coding skills to support empirical research, including good working knowledge of a quantitative programming language such as Python A proven track record of authorship of client facing technical literature/research in equities, macroeconomics, and multi-assets, investment management and portfolio construction or related fields Experience of senior level client engagement in a research capacity, with the required gravitas and presentation skills Familiarity with and interest in financial data required. Experience with Workspace and similar data platforms would be a great plus. Experience working with index data and financial datasets like Datastream would be a great plus Experience in Wealth management would be a great plus. Experience in derivatives and hedging strategies would be a great plus Ability to work in a global team across time zones LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. HOW TO APPLY? About Us LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential. Our organisation Our Data & Analytics, Capital Markets and Post Trade divisions have a combined power that provides a comprehensive, integrated suite of trusted financial market infrastructure services to help our customers pursue their ambitions. Explore our divisions Where we work LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across Europe, the Middle East, Africa, North America, Latin America and Asia Pacific.
May 24, 2025
Full time
Director - Multi-Asset Research, Global Investment Research Apply locations London, United Kingdom time type Full time posted on Posted 11 Days Ago job requisition id R The Global Investment Research (GIR) team is a client-facing research group, within the Equity and Multi-Asset business vertical, with team members in the Americas, EMEA and APAC. The team publishes insights on current market dynamics across global regions and asset classes (e.g., equities, equity factors, fixed income, multi-asset, cross-asset, wealth, asset allocation, portfolio construction dynamics). Our analysis is based primarily on data from FTSE Russell indices, along with other LSEG data sets and some external data sources, which are representative of markets across asset classes and geographies. Our research, by way of monthly and quarterly reports, topical commentaries and deep-dive empirical research, and our research presentations to clients and the investment and wealth ecosystem, enhances our engagement with clients, including asset owners, asset managers, and wealth channels. Role Purpose and responsibilities This role sits within the Global Investment Research (GIR) team and is focused on equities and multi-assets investment research. The candidate should understand different parts of equities (geographical markets, style, size) and all other major asset classes from a multi-asset and cross-asset perspective. The ideal candidate should understand the impact of macroeconomics on financial markets, and have a background in wealth, asset allocation or multi-asset portfolio construction. An understanding of derivatives and hedging tools would be a great plus. The successful candidate will be responsible for: Taking a key role in Equities and Multi-asset research and analysis Doing research and investment writing needed for delivering high quality, thought-provoking research content, by way of regular periodical research reports, topical research insights, white papers and deep thematic research, published through multiple channels. All research efforts are aimed at deepening client engagement, providing critical support for existing and new equity and multi-asset indices by FTSE Russell, increasing the value proposition and awareness of FTSE Russell indices within the institutional and wealth channels Hosting webinars, senior/strategic client-facing research engagements and actively participate in industry conferences and events. Strong written and verbal presentation skills are a must Take ownership of wealth, portfolio construction, multi-asset, cross-asset and asset allocation thought-leadership, and all related client engagements in the EMEA region Manage a team with skillset in fundamental and quantitative research. Current team size would be two direct reports, though that could change in future Working closely with others in the GIR team, and contributing to the research efforts of team members across asset classes, and based in different locations Proactively thinking of utilizing new datasets and analytics to expand the repertoire of GIR research Actively engaging and partnering with key internal stakeholders in Product, Index creation Research, Marketing, Sales, and external stakeholders of FTSE Russell. Working closely with regional and global teams to support the further development of global equity and multi-asset product strategies to drive ETF client adoption and AUM-based revenues from both Wealth and Institutional channels Requirements Post-Graduate / Ph.D. in a quantitative field or investment management field. CFA would be a plus Background and 10+ years experience in multi-asset or cross-asset investment research and portfolio management, either on buy-side or sell-side, in wealth or institutional money management. Excellent knowledge and understanding of investment analytics and quantitative investment techniques, with some specialist product knowledge Deep understanding of global equities and multi-asset investing is an absolute must. Essential to have a holistic understanding of financial markets from a multi-asset perspective and macroeconomy. Understanding of multi-asset and cross-asset from an asset allocation, portfolio construction and scenario analysis perspective is essential Strong background in statistics, econometrics, and numerical methods is needed. Good coding skills to support empirical research, including good working knowledge of a quantitative programming language such as Python A proven track record of authorship of client facing technical literature/research in equities, macroeconomics, and multi-assets, investment management and portfolio construction or related fields Experience of senior level client engagement in a research capacity, with the required gravitas and presentation skills Familiarity with and interest in financial data required. Experience with Workspace and similar data platforms would be a great plus. Experience working with index data and financial datasets like Datastream would be a great plus Experience in Wealth management would be a great plus. Experience in derivatives and hedging strategies would be a great plus Ability to work in a global team across time zones LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. HOW TO APPLY? About Us LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential. Our organisation Our Data & Analytics, Capital Markets and Post Trade divisions have a combined power that provides a comprehensive, integrated suite of trusted financial market infrastructure services to help our customers pursue their ambitions. Explore our divisions Where we work LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across Europe, the Middle East, Africa, North America, Latin America and Asia Pacific.
About Faculty At Faculty, we transform organisational performance through safe, impactful and human-centric AI. With a decade of experience, we provide over 300 global customers with software, bespoke AI consultancy , and Fellows from our award winning Fellowship programme . Our expert team brings together leaders from across government, academia and global tech giants to solve the biggest challenges in applied AI. Should you join us, you'll have the chance to work with, and learn from, some of the brilliant minds who are bringing Frontier AI to the frontlines of the world. About This Role We are seeking a dynamic and driven individual to lead our work with clients in the asset management, wealth management, private equity, and capital market sector. In this role, you will be responsible for driving revenue growth and enhancing our impact with investors and investment managers. This position involves developing sector strategies, enhancing our client proposition, and fostering strong relationships with C-suite stakeholders. You will report to the Business Unit Director- Financial Services and play a key role in the Financial Services team within the Applied AI division. Role Specific Responsibilities: Revenue Growth: Achieve or exceed revenue targets by acquiring and effectively serving institutional investor and investment banking clients, including wealth managers, asset managers, hedge funds, and private equity firms. Sector Strategy: Develop and implement a strategy for growing our business with institutional investors, aligning with the wider strategy for the Financial Services Business Unit and Faculty Client Proposition Development: Enhance our value proposition to investors by creating an efficient and insightful approach to due diligence and related activities used to inform investing in public and private markets related to AI Account Planning: Design and execute a strategic approach to engaging the investment industry, expanding beyond technical due diligences to delivering AI software solutions within investment firms and the companies they invest in Delivery Enablement: Ensure the successful delivery of high-quality outcomes for clients in the investment industry by providing effective oversight on projects and programs, through a structured, repeatable approach to their delivery Client Management: Foster strong relationships with C-suite stakeholders, acting as a trusted advisor Thought Leadership: Build our profile in the investment management industry by delivering original and creative insights about AI through high-profile speaking engagements and publications Skills and Experience Required: Industry Experience: Intimate understanding of the institutional landscape and strong personal connections with the investment industry gained through prior roles in asset management, investment banks, PE firms, or similar Skilled at Valuation: Capable of applying appropriate techniques to quantify financial value from AI software and data sources, ideally underpinned by relevant qualifications such as the CFA Rapid Researcher and Learner: Adept at swiftly identifying and absorbing information on new technologies sufficiently to discuss them effectively with executives and convey their relevance to capital market and private capital firms Commercial Nous: Proven ability to achieve commercial targets, evidenced by sales within/to financial services firms Delivery Excellence: Track record of delivering complex projects within tight deadlines, preferably including technical due diligences for PE firms or other institutional investors and/or AI transformation Compelling Communicator: Skilled at crafting clear, confident, concise, and impactful presentations to executives in the financial services industry Collaborative Leader: Builds authentic relationships with colleagues, building trust and inspiring followership, capable of leading delivery teams effectively AI Enthusiasm: Possesses a broad and nuanced view of the key opportunities and challenges facing both the buy and sell side, with good intuition and palpable excitement as to where AI can be used to address them What we can offer you: The Faculty team is diverse and distinctive, and we all come from different personal, professional and organisational backgrounds. We all have one thing in common: we are driven by a deep intellectual curiosity that powers us forward each day. Faculty is the professional challenge of a lifetime. You'll be surrounded by an impressive group of brilliant minds working to achieve our collective goals. Our consultants, product developers, business development specialists, operations professionals and more all bring something unique to Faculty, and you'll learn something new from everyone you meet.
May 24, 2025
Full time
About Faculty At Faculty, we transform organisational performance through safe, impactful and human-centric AI. With a decade of experience, we provide over 300 global customers with software, bespoke AI consultancy , and Fellows from our award winning Fellowship programme . Our expert team brings together leaders from across government, academia and global tech giants to solve the biggest challenges in applied AI. Should you join us, you'll have the chance to work with, and learn from, some of the brilliant minds who are bringing Frontier AI to the frontlines of the world. About This Role We are seeking a dynamic and driven individual to lead our work with clients in the asset management, wealth management, private equity, and capital market sector. In this role, you will be responsible for driving revenue growth and enhancing our impact with investors and investment managers. This position involves developing sector strategies, enhancing our client proposition, and fostering strong relationships with C-suite stakeholders. You will report to the Business Unit Director- Financial Services and play a key role in the Financial Services team within the Applied AI division. Role Specific Responsibilities: Revenue Growth: Achieve or exceed revenue targets by acquiring and effectively serving institutional investor and investment banking clients, including wealth managers, asset managers, hedge funds, and private equity firms. Sector Strategy: Develop and implement a strategy for growing our business with institutional investors, aligning with the wider strategy for the Financial Services Business Unit and Faculty Client Proposition Development: Enhance our value proposition to investors by creating an efficient and insightful approach to due diligence and related activities used to inform investing in public and private markets related to AI Account Planning: Design and execute a strategic approach to engaging the investment industry, expanding beyond technical due diligences to delivering AI software solutions within investment firms and the companies they invest in Delivery Enablement: Ensure the successful delivery of high-quality outcomes for clients in the investment industry by providing effective oversight on projects and programs, through a structured, repeatable approach to their delivery Client Management: Foster strong relationships with C-suite stakeholders, acting as a trusted advisor Thought Leadership: Build our profile in the investment management industry by delivering original and creative insights about AI through high-profile speaking engagements and publications Skills and Experience Required: Industry Experience: Intimate understanding of the institutional landscape and strong personal connections with the investment industry gained through prior roles in asset management, investment banks, PE firms, or similar Skilled at Valuation: Capable of applying appropriate techniques to quantify financial value from AI software and data sources, ideally underpinned by relevant qualifications such as the CFA Rapid Researcher and Learner: Adept at swiftly identifying and absorbing information on new technologies sufficiently to discuss them effectively with executives and convey their relevance to capital market and private capital firms Commercial Nous: Proven ability to achieve commercial targets, evidenced by sales within/to financial services firms Delivery Excellence: Track record of delivering complex projects within tight deadlines, preferably including technical due diligences for PE firms or other institutional investors and/or AI transformation Compelling Communicator: Skilled at crafting clear, confident, concise, and impactful presentations to executives in the financial services industry Collaborative Leader: Builds authentic relationships with colleagues, building trust and inspiring followership, capable of leading delivery teams effectively AI Enthusiasm: Possesses a broad and nuanced view of the key opportunities and challenges facing both the buy and sell side, with good intuition and palpable excitement as to where AI can be used to address them What we can offer you: The Faculty team is diverse and distinctive, and we all come from different personal, professional and organisational backgrounds. We all have one thing in common: we are driven by a deep intellectual curiosity that powers us forward each day. Faculty is the professional challenge of a lifetime. You'll be surrounded by an impressive group of brilliant minds working to achieve our collective goals. Our consultants, product developers, business development specialists, operations professionals and more all bring something unique to Faculty, and you'll learn something new from everyone you meet.
The Business Development Director is responsible for the acquisition of new client projects and engagements within tier one financial services organisations across the Icon portfolio. This role will focus on new business development in new and existing accounts across both Product and Services, continuing to build on Icon's value propositions and delivering commercial success. About you: Proven track record of sales into Banks and FI's. Demonstratable connections within T1 Banks and ability to leverage to win new accounts and grow existing relationships. Confidence, poise and credibility necessary to effectively engage with senior stakeholders in target customers to generate a trusted relationship. Ability to build and leverage long term relationships across Icon's target client base. Payments knowledge would be preferable. Demonstrate capability to lead at a senior level, handling all necessary components of a sales engagement from account generation to detailed contract negotiation and technical client discussions. Ability to build strong internal relationships and work as part of a close team. Strong commercial awareness and the ability to negotiate complex business and technical solutions. Good understanding for modern methods affecting the way in which enterprise IT engagements are delivered, such as open-source 'fin-tech' platforms, data and AI. Excellent time management and organisational skills supported by clear logical thinking with the ability to work with composure as a key member of the team in pressured situations. Demonstrate exceptional communication skills and confidence presenting at c-level. Excellent written skills, removing complexity in both internal and external correspondence. What do our Business Development Directors do? Educating clients on the full portfolio of Icon Solutions products (IPF), consulting and services. Engaging with clients at an early stage to qualify appropriate opportunities to develop a strong understanding of the bid process and competitive landscape. Gathering intelligence across clients to enrich our understanding of client strategy and technology portfolio to enable accurate positioning of Icon's solutions. Managing key opportunities through to successful contract closure. Working with Icon's Payments Centre of Excellence and Services Leaders to drive all portfolio opportunities. Establishing and developing a pipeline of opportunities across key market segments: Tier 1, Tier 2+ banks, market infrastructure, payment processors, banking solution providers, neo banks and fintech. Ensuring that Icon are invited to participate in formal procurement processes such as RFIs, RFPs, ITTs. Driving market communications, sales campaigns and promoting company news across all media channels. Representing Icon Solutions at industry and company events. What do they enjoy the most? The collaboration with a customer to help achieve their business goals and implement long-term solutions. Generating new client opportunities. The camaraderie of working in a small company/Fintech environment. Working in a truly collaborative environment where ideas and knowledge are freely shared. About Us Icon Solutions is a leading specialist provider of services and technology solutions that are simplifying banking transformation. Icon is the past, present and future of payments. With a proven record delivering mission-critical solutions for global institutions, it is driving the next generation of banking and payments architecture. Icon combines industry-leading domain experts, services, accelerator assets and technology that empower customers to solve problems, fight complexity and embrace change. Icon has applied its payments, technical and integration expertise to create IPF: a low-code, cloud-native, open-source technology platform to accelerate payments transformation. Icon's clients include leading global banks such as BNP Paribas, HSBC, NatWest and Lloyds Banking Group.
May 23, 2025
Full time
The Business Development Director is responsible for the acquisition of new client projects and engagements within tier one financial services organisations across the Icon portfolio. This role will focus on new business development in new and existing accounts across both Product and Services, continuing to build on Icon's value propositions and delivering commercial success. About you: Proven track record of sales into Banks and FI's. Demonstratable connections within T1 Banks and ability to leverage to win new accounts and grow existing relationships. Confidence, poise and credibility necessary to effectively engage with senior stakeholders in target customers to generate a trusted relationship. Ability to build and leverage long term relationships across Icon's target client base. Payments knowledge would be preferable. Demonstrate capability to lead at a senior level, handling all necessary components of a sales engagement from account generation to detailed contract negotiation and technical client discussions. Ability to build strong internal relationships and work as part of a close team. Strong commercial awareness and the ability to negotiate complex business and technical solutions. Good understanding for modern methods affecting the way in which enterprise IT engagements are delivered, such as open-source 'fin-tech' platforms, data and AI. Excellent time management and organisational skills supported by clear logical thinking with the ability to work with composure as a key member of the team in pressured situations. Demonstrate exceptional communication skills and confidence presenting at c-level. Excellent written skills, removing complexity in both internal and external correspondence. What do our Business Development Directors do? Educating clients on the full portfolio of Icon Solutions products (IPF), consulting and services. Engaging with clients at an early stage to qualify appropriate opportunities to develop a strong understanding of the bid process and competitive landscape. Gathering intelligence across clients to enrich our understanding of client strategy and technology portfolio to enable accurate positioning of Icon's solutions. Managing key opportunities through to successful contract closure. Working with Icon's Payments Centre of Excellence and Services Leaders to drive all portfolio opportunities. Establishing and developing a pipeline of opportunities across key market segments: Tier 1, Tier 2+ banks, market infrastructure, payment processors, banking solution providers, neo banks and fintech. Ensuring that Icon are invited to participate in formal procurement processes such as RFIs, RFPs, ITTs. Driving market communications, sales campaigns and promoting company news across all media channels. Representing Icon Solutions at industry and company events. What do they enjoy the most? The collaboration with a customer to help achieve their business goals and implement long-term solutions. Generating new client opportunities. The camaraderie of working in a small company/Fintech environment. Working in a truly collaborative environment where ideas and knowledge are freely shared. About Us Icon Solutions is a leading specialist provider of services and technology solutions that are simplifying banking transformation. Icon is the past, present and future of payments. With a proven record delivering mission-critical solutions for global institutions, it is driving the next generation of banking and payments architecture. Icon combines industry-leading domain experts, services, accelerator assets and technology that empower customers to solve problems, fight complexity and embrace change. Icon has applied its payments, technical and integration expertise to create IPF: a low-code, cloud-native, open-source technology platform to accelerate payments transformation. Icon's clients include leading global banks such as BNP Paribas, HSBC, NatWest and Lloyds Banking Group.
Asset and Wealth Management (AWM) Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across AWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. YOUR IMPACT We are looking for an Executive Director to join the Cross Markets Team ("CMT") in London that sits within the PWM Capital Markets team in the Private Wealth Management division. The Cross Markets Team is comprised of product specialists who provide investment ideas and trade execution in the equity, fixed income, currency and commodity ("FICC") markets. As the Credit Specialist within CMT, your role will include two key responsibilities. The first will be to underwrite the credit risk of our successful Structured Notes issuer platform and build a robust governance framework around issuer risk for the global PWM platform. The second responsibility will be to help supercharge the credit business in EMEA by providing support to both Private Wealth Advisors and clients in navigating the credit landscape. RESPONSIBILITIES Underwrite our Structured Notes issuer platform, ensuring good governance around issuer credit exposure for the Global PWM business Having a firm understanding of all of our current and prospective Structured Note issuers and associated credit risks Work closely with Private Wealth Advisors to support their PWM clients in credit product discussions Self-starter, with ability to work both independently and in a team-oriented environment and across group functions Present investment ideas and opportunities to PWM sales teams Liaise with our counterparts in Compliance, Legal and Management on a variety of projects Contribute to platform expansion and potentially the introduction of new product lines Work and learn from a well-established experienced team of Product Specialists, Portfolio Managers, and Investment Advisors EXPERIENCE / SKILLS: Ideally 10 - 15 years of experience as a credit analyst, specifically with Financials and structured credit Relevant bachelor's degree or equivalent qualification with an excellent academic record Strong interest in global financial markets & derivative instruments Strong quantitative, analytical and problem-solving skills Excellent communication and interpersonal skills Team orientated player Entrepreneurial and a demonstrated ability to think outside the box Attention to detail Ability to multi-task & work under pressure Solid work ethic and high levels of motivation Time management and the ability to prioritize Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
May 23, 2025
Full time
Asset and Wealth Management (AWM) Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across AWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. YOUR IMPACT We are looking for an Executive Director to join the Cross Markets Team ("CMT") in London that sits within the PWM Capital Markets team in the Private Wealth Management division. The Cross Markets Team is comprised of product specialists who provide investment ideas and trade execution in the equity, fixed income, currency and commodity ("FICC") markets. As the Credit Specialist within CMT, your role will include two key responsibilities. The first will be to underwrite the credit risk of our successful Structured Notes issuer platform and build a robust governance framework around issuer risk for the global PWM platform. The second responsibility will be to help supercharge the credit business in EMEA by providing support to both Private Wealth Advisors and clients in navigating the credit landscape. RESPONSIBILITIES Underwrite our Structured Notes issuer platform, ensuring good governance around issuer credit exposure for the Global PWM business Having a firm understanding of all of our current and prospective Structured Note issuers and associated credit risks Work closely with Private Wealth Advisors to support their PWM clients in credit product discussions Self-starter, with ability to work both independently and in a team-oriented environment and across group functions Present investment ideas and opportunities to PWM sales teams Liaise with our counterparts in Compliance, Legal and Management on a variety of projects Contribute to platform expansion and potentially the introduction of new product lines Work and learn from a well-established experienced team of Product Specialists, Portfolio Managers, and Investment Advisors EXPERIENCE / SKILLS: Ideally 10 - 15 years of experience as a credit analyst, specifically with Financials and structured credit Relevant bachelor's degree or equivalent qualification with an excellent academic record Strong interest in global financial markets & derivative instruments Strong quantitative, analytical and problem-solving skills Excellent communication and interpersonal skills Team orientated player Entrepreneurial and a demonstrated ability to think outside the box Attention to detail Ability to multi-task & work under pressure Solid work ethic and high levels of motivation Time management and the ability to prioritize Commitment to excellence and a high level of integrity ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
YOUR IMPACT We are seeking a Vice President / Executive Director to expand our EMEA (Europe, Middle East, and Africa) Alternatives for Wealth business within the Asset Management Division. The team is responsible for expanding and deepening our EMEA wealth partnerships for alternative investments. This includes the sales, marketing and ongoing client support for the alternative investments offered by the firm through third party intermediaries such as private banks, wealth managers, fund of funds / multi-managers and investment advisors across EMEA. This person will work alongside client coverage, reporting to the Head of EMEA Alternatives Distribution for Wealth. OUR IMPACT Goldman Sachs Asset Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Goldman Sachs Asset Management is one of the pre-eminent investment management organizations globally. Goldman Sachs Asset Management is committed to improving access for individual investors to alternative investment and private markets solutions. This role, residing in the Third Party Wealth ("TPW") Client Business, is for a motivated, organised and ambitious individual to support the expansion of our wealth and distribution partnerships, and for helping to drive growth of a range of products including those specifically designed for this client channel. The successful candidate will work alongside relevant client coverage colleagues on the sales, marketing and ongoing support for all Goldman Sachs alternative investment strategies offered through third party intermediaries such as private banks, wealth managers, fund of funds / multi-managers and investment advisors. PRINCIPAL RESPONSIBILITIES Identifying new distributor relationships and supporting existing distributor relationships across EMEA, alongside client coverage teams. Collaborate with client coverage teams and drive alternative product sales by providing a high level of technical expertise across strategies to sales teams as well as directly to diligence teams and investment advisors. This will include communication of investment process, portfolio positioning, points of competitive differentiation, and analysis of investment results. Developing and conducting training and education programs for distributors and their client advisors. Work closely with our Alternative Capital Formation ("ACF") team to ensure the most appropriate product specialist is brought into the client relationship as needed. Elevate the product proficiency/effectiveness of client coverage teams through content creation, ongoing training, communication and the development of sales ideas and materials. Design and drive marketing campaigns analysing market positioning, crafting communication materials, and coordinating execution. Contribute to thought-leadership and content-generation initiatives. Work with the TPW leadership on TPW-wide projects. SKILLS AND QUALIFICATIONS Strong presentation and communication skills. European languages preferable - Spanish, Italian, German, French. Knowledge of and high degree of intellectual curiosity on alternatives investment strategies. Experience with alternative investment sales. Excellent analytical, communication (written and oral), organizational, interpersonal skills and ability to work effectively with others. Attention to detail-proven experience of delivering high levels of accuracy. Strong organisational skills, with ability to multi-task and manage multiple projects with different deadlines. Motivated self-starter with excellent work ethic. Minimum of 8-10 years of experience in the asset management industry.
May 23, 2025
Full time
YOUR IMPACT We are seeking a Vice President / Executive Director to expand our EMEA (Europe, Middle East, and Africa) Alternatives for Wealth business within the Asset Management Division. The team is responsible for expanding and deepening our EMEA wealth partnerships for alternative investments. This includes the sales, marketing and ongoing client support for the alternative investments offered by the firm through third party intermediaries such as private banks, wealth managers, fund of funds / multi-managers and investment advisors across EMEA. This person will work alongside client coverage, reporting to the Head of EMEA Alternatives Distribution for Wealth. OUR IMPACT Goldman Sachs Asset Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Goldman Sachs Asset Management is one of the pre-eminent investment management organizations globally. Goldman Sachs Asset Management is committed to improving access for individual investors to alternative investment and private markets solutions. This role, residing in the Third Party Wealth ("TPW") Client Business, is for a motivated, organised and ambitious individual to support the expansion of our wealth and distribution partnerships, and for helping to drive growth of a range of products including those specifically designed for this client channel. The successful candidate will work alongside relevant client coverage colleagues on the sales, marketing and ongoing support for all Goldman Sachs alternative investment strategies offered through third party intermediaries such as private banks, wealth managers, fund of funds / multi-managers and investment advisors. PRINCIPAL RESPONSIBILITIES Identifying new distributor relationships and supporting existing distributor relationships across EMEA, alongside client coverage teams. Collaborate with client coverage teams and drive alternative product sales by providing a high level of technical expertise across strategies to sales teams as well as directly to diligence teams and investment advisors. This will include communication of investment process, portfolio positioning, points of competitive differentiation, and analysis of investment results. Developing and conducting training and education programs for distributors and their client advisors. Work closely with our Alternative Capital Formation ("ACF") team to ensure the most appropriate product specialist is brought into the client relationship as needed. Elevate the product proficiency/effectiveness of client coverage teams through content creation, ongoing training, communication and the development of sales ideas and materials. Design and drive marketing campaigns analysing market positioning, crafting communication materials, and coordinating execution. Contribute to thought-leadership and content-generation initiatives. Work with the TPW leadership on TPW-wide projects. SKILLS AND QUALIFICATIONS Strong presentation and communication skills. European languages preferable - Spanish, Italian, German, French. Knowledge of and high degree of intellectual curiosity on alternatives investment strategies. Experience with alternative investment sales. Excellent analytical, communication (written and oral), organizational, interpersonal skills and ability to work effectively with others. Attention to detail-proven experience of delivering high levels of accuracy. Strong organisational skills, with ability to multi-task and manage multiple projects with different deadlines. Motivated self-starter with excellent work ethic. Minimum of 8-10 years of experience in the asset management industry.
Director, Head Global Markets KYC Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id -WD Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 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. Global Corporate & Investment Banking ("GCIB") is the division responsible for managing the Bank's key international client relationships and main financing products (Syndication, Structured & Project Finance, Securitisation, Working Capital Solutions, ECA financing, etc.). The GCIB Business Management function is responsible for supporting the management and business units within GCIB from, inter alia, a strategic, operational and governance perspective ensuring the business maintains its 'license to operate'. The position is also supposed to assist GCIB management to develop and implement GCIB strategy across EMEA entities. FLoD KYC is set up to support MUFG Bank and Securities business to manage the client KYC for New Business and Periodic assessments thereby enhancing client experience and generating efficiencies. FLoD KYC function for EMEA covers Onboarding, Periodic assessments, Quality Controls, Quality Assurance, Policy & Training along with AML and Shared services functions including BoW management, Screening, etc. This individual will work closely with the Head of FLoD KYC, deputising as required. The role will hold a high level of responsibility and exposure to senior management within MUFG Bank, as well as key stakeholders globally. As such strong strategic planning, effective stakeholder management, and the ability to influence at all levels are key. The individual will also be required to support the wider team, as required, on complex issues, volume/capacity management as well as being a key decision maker on KYC procedural/process aspects. This individual will be a key representative and focal point within FLoD KYC team working closely with stakeholders to ensure MUFG understands all associated risks and maintaining the highest standards, whilst managing business needs. In-depth understanding of related regulatory guidance is therefore essential, in addition to comprehension of business processes. A key aspect to this role is the effective resource and capacity management, stakeholder management, and a drive to improve the onboarding service and Turnaround times provided to the prospect clients and the business. KEY RESPONSIBILITIES Responsible for Team's delivery: Ensure that all client onboardings and Periodic assessments for Global Markets covering all Primary and Secondary relationships are managed effectively and within the targeted turnaround times. Make sure applicable "Know your Customer" requirements have been met and ensure that the business remains fully compliant with the AML policy and all applicable regulatory requirements. End to End KYC: Role involves managing end to end process for both New Business and periodic assessments including Client Outreach, partnering with second line AML functions, SLA Management, MI, Restrictions/exits, etc. Liaison for end to end onboarding: Work closely with end to end onboarding teams and support teams within Tax, Credit, Legal, FCoE and Data to ensure overall TAT is adhered to and enhance client onboarding experience within Securities across MUSE, MUSEU and MUS Asia. Time criticality and Data sensitivity: Able to manage highly time sensitive new business deals (Incl. Capital Markets, Sales & Trading) and deal effectively with MNPI data for potential new transactions. Audit & Issues Management: Role will be responsible to maintain a strong KYC control environment for the firm with responsibility to resolve all issues within timelines managing the process effectively. As the head of GM KYC, the role is also responsible to ensure audit RFIs are responded to within the agreed timelines and the FLoD KYC function secures a satisfactory audit rating. Capacity planning, Pipeline management and forecasting of volumes: Ensure capacity planning is undertaken and forecasting of volumes is conducted periodically to proactively manage capacity for volume spikes, triggers and expected business growth. Senior Subject Matter Expert (SME): Act as a senior SME within the KYC team in relation to all KYC aspects from processing to specific policy related queries management. Escalation point for Business: Ensure all escalations from internal and external stakeholders are addressed promptly with response within the agreed TAT, ensuring compliance with AML policy and regulations. Representing KYC Team & Stakeholder engagement: Represent the FLoD KYC Team on KYC matters to key stakeholders including management, compliance, regulators, and auditors where needed. Expectation for this role will be to establish strong stakeholder engagement across all Securities Primary and Secondary Desks and to present clear and concise information confidently at all levels. Ownership of MI preparation for Onboarding: Responsible, alongside the Head of KYC and Lead Data/MI to create, develop, and publish a suite of Management information reports - both regular MI reporting and ad-hoc analysis as and when required. It is essential that the reports published are clear and are produced to a qualitative standard. Training, Development & people management: Carry out people and performance management for Global Markets KYC Teams. Coach and mentor them onshore and offshore. Provide support to the Head of KYC and share responsibility for Training & Development including career pathing across KYC. May also be required to provide training to their respective business lines. Owning Team Procedures and Processes: Responsible for ensuring that team procedures and processes are up to date, accurate and reflect all policy and regulatory change and kept UpToDate with standards. Liaison with Compliance: Act as a Compliance Liaison function for related matter, meeting with Financial Crime on a regular basis, ensuring queries are resolved, ad-hoc analysis and reporting is completed. Active involvement in driving procedural and policy improvements: Actively seek out opportunities to improve the KYC process; including the strengthening & implementation of controls and improving efficiency. Budget & Cost: Manage costs for the Global Markets KYC team in collaboration with BM, Head FLoD KYC and in line with the offshoring strategy to be within the budget. Plan for effective cost control environment while creating process and productivity efficiencies. When there is a business requirement the role will also have to be flexible to provide support to the periodic reviews and remediation function for Bank and Securities. PROFESSIONAL EXPERIENCE & PERSONAL REQUIREMENTS Skills and experience: Functional / Technical Competencies: Essential Awareness of UK & European Anti-Money Laundering regulations. KYC SME with hands on experience in end to end KYC. Knowledge of various corporate structures Financial Institutions, Banks and NBFIs, Fund Managers, Hedge Funds and Insurance entities. Strong understanding and experience in managing teams involved in or supporting Trade Lifecycle activities and profound understanding of various asset classes. Awareness of Markets Regulations (FATCA/CRS, MIFID II, emir, SBSD, Volcker). Able to communicate effectively to key stakeholders at all levels and drive positive outcomes. Experienced people manager running teams onsite and virtually. Self-motivated to find solutions. Attention to detail is essential. Ability to effectively utilise Microsoft Office (particularly excel and power point). Experience of preparing MI and presentations. Education / Qualifications: Essential Degree Level or relevant industry experience. Preferred: Relevant qualifications in Anti Money Laundering, fraud and bribery or Financial Crime roles would be highly desirable. Languages skills are not mandatory but would be beneficial as this role covers EMEA. Personal requirements: Excellent communication skills. Results driven, with a strong sense of accountability. A proactive, motivated approach. The ability to operate with urgency and prioritize work accordingly. Strong decision making skills, the ability to demonstrate sound judgement. A structured and logical approach to work. Strong problem solving skills. A creative and innovative approach to work. Excellent interpersonal skills. The ability to multitask and manage large workloads with tight deadlines. Excellent attention to detail and accuracy. A calm approach . click apply for full job details
May 23, 2025
Full time
Director, Head Global Markets KYC Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id -WD Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 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. Global Corporate & Investment Banking ("GCIB") is the division responsible for managing the Bank's key international client relationships and main financing products (Syndication, Structured & Project Finance, Securitisation, Working Capital Solutions, ECA financing, etc.). The GCIB Business Management function is responsible for supporting the management and business units within GCIB from, inter alia, a strategic, operational and governance perspective ensuring the business maintains its 'license to operate'. The position is also supposed to assist GCIB management to develop and implement GCIB strategy across EMEA entities. FLoD KYC is set up to support MUFG Bank and Securities business to manage the client KYC for New Business and Periodic assessments thereby enhancing client experience and generating efficiencies. FLoD KYC function for EMEA covers Onboarding, Periodic assessments, Quality Controls, Quality Assurance, Policy & Training along with AML and Shared services functions including BoW management, Screening, etc. This individual will work closely with the Head of FLoD KYC, deputising as required. The role will hold a high level of responsibility and exposure to senior management within MUFG Bank, as well as key stakeholders globally. As such strong strategic planning, effective stakeholder management, and the ability to influence at all levels are key. The individual will also be required to support the wider team, as required, on complex issues, volume/capacity management as well as being a key decision maker on KYC procedural/process aspects. This individual will be a key representative and focal point within FLoD KYC team working closely with stakeholders to ensure MUFG understands all associated risks and maintaining the highest standards, whilst managing business needs. In-depth understanding of related regulatory guidance is therefore essential, in addition to comprehension of business processes. A key aspect to this role is the effective resource and capacity management, stakeholder management, and a drive to improve the onboarding service and Turnaround times provided to the prospect clients and the business. KEY RESPONSIBILITIES Responsible for Team's delivery: Ensure that all client onboardings and Periodic assessments for Global Markets covering all Primary and Secondary relationships are managed effectively and within the targeted turnaround times. Make sure applicable "Know your Customer" requirements have been met and ensure that the business remains fully compliant with the AML policy and all applicable regulatory requirements. End to End KYC: Role involves managing end to end process for both New Business and periodic assessments including Client Outreach, partnering with second line AML functions, SLA Management, MI, Restrictions/exits, etc. Liaison for end to end onboarding: Work closely with end to end onboarding teams and support teams within Tax, Credit, Legal, FCoE and Data to ensure overall TAT is adhered to and enhance client onboarding experience within Securities across MUSE, MUSEU and MUS Asia. Time criticality and Data sensitivity: Able to manage highly time sensitive new business deals (Incl. Capital Markets, Sales & Trading) and deal effectively with MNPI data for potential new transactions. Audit & Issues Management: Role will be responsible to maintain a strong KYC control environment for the firm with responsibility to resolve all issues within timelines managing the process effectively. As the head of GM KYC, the role is also responsible to ensure audit RFIs are responded to within the agreed timelines and the FLoD KYC function secures a satisfactory audit rating. Capacity planning, Pipeline management and forecasting of volumes: Ensure capacity planning is undertaken and forecasting of volumes is conducted periodically to proactively manage capacity for volume spikes, triggers and expected business growth. Senior Subject Matter Expert (SME): Act as a senior SME within the KYC team in relation to all KYC aspects from processing to specific policy related queries management. Escalation point for Business: Ensure all escalations from internal and external stakeholders are addressed promptly with response within the agreed TAT, ensuring compliance with AML policy and regulations. Representing KYC Team & Stakeholder engagement: Represent the FLoD KYC Team on KYC matters to key stakeholders including management, compliance, regulators, and auditors where needed. Expectation for this role will be to establish strong stakeholder engagement across all Securities Primary and Secondary Desks and to present clear and concise information confidently at all levels. Ownership of MI preparation for Onboarding: Responsible, alongside the Head of KYC and Lead Data/MI to create, develop, and publish a suite of Management information reports - both regular MI reporting and ad-hoc analysis as and when required. It is essential that the reports published are clear and are produced to a qualitative standard. Training, Development & people management: Carry out people and performance management for Global Markets KYC Teams. Coach and mentor them onshore and offshore. Provide support to the Head of KYC and share responsibility for Training & Development including career pathing across KYC. May also be required to provide training to their respective business lines. Owning Team Procedures and Processes: Responsible for ensuring that team procedures and processes are up to date, accurate and reflect all policy and regulatory change and kept UpToDate with standards. Liaison with Compliance: Act as a Compliance Liaison function for related matter, meeting with Financial Crime on a regular basis, ensuring queries are resolved, ad-hoc analysis and reporting is completed. Active involvement in driving procedural and policy improvements: Actively seek out opportunities to improve the KYC process; including the strengthening & implementation of controls and improving efficiency. Budget & Cost: Manage costs for the Global Markets KYC team in collaboration with BM, Head FLoD KYC and in line with the offshoring strategy to be within the budget. Plan for effective cost control environment while creating process and productivity efficiencies. When there is a business requirement the role will also have to be flexible to provide support to the periodic reviews and remediation function for Bank and Securities. PROFESSIONAL EXPERIENCE & PERSONAL REQUIREMENTS Skills and experience: Functional / Technical Competencies: Essential Awareness of UK & European Anti-Money Laundering regulations. KYC SME with hands on experience in end to end KYC. Knowledge of various corporate structures Financial Institutions, Banks and NBFIs, Fund Managers, Hedge Funds and Insurance entities. Strong understanding and experience in managing teams involved in or supporting Trade Lifecycle activities and profound understanding of various asset classes. Awareness of Markets Regulations (FATCA/CRS, MIFID II, emir, SBSD, Volcker). Able to communicate effectively to key stakeholders at all levels and drive positive outcomes. Experienced people manager running teams onsite and virtually. Self-motivated to find solutions. Attention to detail is essential. Ability to effectively utilise Microsoft Office (particularly excel and power point). Experience of preparing MI and presentations. Education / Qualifications: Essential Degree Level or relevant industry experience. Preferred: Relevant qualifications in Anti Money Laundering, fraud and bribery or Financial Crime roles would be highly desirable. Languages skills are not mandatory but would be beneficial as this role covers EMEA. Personal requirements: Excellent communication skills. Results driven, with a strong sense of accountability. A proactive, motivated approach. The ability to operate with urgency and prioritize work accordingly. Strong decision making skills, the ability to demonstrate sound judgement. A structured and logical approach to work. Strong problem solving skills. A creative and innovative approach to work. Excellent interpersonal skills. The ability to multitask and manage large workloads with tight deadlines. Excellent attention to detail and accuracy. A calm approach . click apply for full job details
Associate - Strategic Advisory (Industrials) PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients. The Advisory group is one of the most experienced Investment Banking teams in the industry and has been involved in some of the largest, most complex transactions of the past twenty years. Our global Industrials team focuses on a diverse set of sub-verticals, with senior London bankers specialising in Automotive, Capital Goods, Aerospace & Defence, Business Services, Power Equipment, Industrial Technology, New Energy, Transport & Logistics and Chemicals. The Associate focused in the Industrials space will be a critical part of expanding the platform with heavy involvement in both deal execution and business development, working with lean deal teams and directly with senior industrials practitioners at PJT. Responsibilities for this individual will include: Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers, acquisitions, and other strategic combinations, asset sales, and divestures. Leading the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiating of contracts and other agreements; work with senior management and coordinate associate/analyst materials. Analysing financial data and developments in financial markets important to the business of PJT Partners. Conducting research of targeted industries for investment purposes. Performing valuation analysis of prospective investment opportunities under consideration, including the assessment of financial risks. Comparing a company's financial data with other companies of the same industry, size, and location to the forecast of industry trends. Designing and developing quantitative models to assess the economic performance of targeted companies. Preparing written analysis and evaluations of investment opportunities for use by PJT Partners management and review by clients. Participating in both internal and external client meetings, negotiation of contracts and other agreements, and due diligence sessions. The team is well established at the Partner and Managing Director levels and is looking for a candidate with relevant industrials experience, a strong interest in working across large and small companies and the personality to thrive as a key part of the industrials team. Qualifications We seek to hire individuals who are highly motivated, intelligent, and are proven self-starters. In addition to strong analytical and quantitative skills, the successful candidate should have excellent communication skills, a demonstrated ability to write effectively, interests outside of work and a desire to work in a team environment. A strong background in finance/accounting is required. To be considered for the position, applicants must also meet the following criteria: Bachelor's Degree Minimum 3 years of experience in investment banking plus affinity with and/or direct experience in general industrials Resume must be in PDF format PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources. California Applicants: PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance.
May 23, 2025
Full time
Associate - Strategic Advisory (Industrials) PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients. The Advisory group is one of the most experienced Investment Banking teams in the industry and has been involved in some of the largest, most complex transactions of the past twenty years. Our global Industrials team focuses on a diverse set of sub-verticals, with senior London bankers specialising in Automotive, Capital Goods, Aerospace & Defence, Business Services, Power Equipment, Industrial Technology, New Energy, Transport & Logistics and Chemicals. The Associate focused in the Industrials space will be a critical part of expanding the platform with heavy involvement in both deal execution and business development, working with lean deal teams and directly with senior industrials practitioners at PJT. Responsibilities for this individual will include: Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers, acquisitions, and other strategic combinations, asset sales, and divestures. Leading the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiating of contracts and other agreements; work with senior management and coordinate associate/analyst materials. Analysing financial data and developments in financial markets important to the business of PJT Partners. Conducting research of targeted industries for investment purposes. Performing valuation analysis of prospective investment opportunities under consideration, including the assessment of financial risks. Comparing a company's financial data with other companies of the same industry, size, and location to the forecast of industry trends. Designing and developing quantitative models to assess the economic performance of targeted companies. Preparing written analysis and evaluations of investment opportunities for use by PJT Partners management and review by clients. Participating in both internal and external client meetings, negotiation of contracts and other agreements, and due diligence sessions. The team is well established at the Partner and Managing Director levels and is looking for a candidate with relevant industrials experience, a strong interest in working across large and small companies and the personality to thrive as a key part of the industrials team. Qualifications We seek to hire individuals who are highly motivated, intelligent, and are proven self-starters. In addition to strong analytical and quantitative skills, the successful candidate should have excellent communication skills, a demonstrated ability to write effectively, interests outside of work and a desire to work in a team environment. A strong background in finance/accounting is required. To be considered for the position, applicants must also meet the following criteria: Bachelor's Degree Minimum 3 years of experience in investment banking plus affinity with and/or direct experience in general industrials Resume must be in PDF format PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources. California Applicants: PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance.
This is an excellent opportunity to join a successful Hedge Fund that is hiring in their Investor Relations team. The position is based in London, with the primary responsibility for aiding sales and client management. Reporting into the Investor Relations Director, you will have responsibility for: Building strong relationships with clients and maintaining regular contact. Assisting with the execution of the fund's annual investor events and quarterly investor calls, including assisting with the preparation of presentation materials and event logistics. Coordinating the update and distribution of various monthly, quarterly, and annual deliverables, including marketing materials and DDQs to the fund's client base. Forming collaborative relationships with the investment teams. Keeping abreast of market opportunities and competitors. Any ad hoc project management as required. Our client is looking for a candidate that is keen to learn and work within a boutique company environment. Key skills required include: Investor relations, sales support, or client management experience in the asset management industry. Experience supporting institutional or wholesale client markets. Investment product knowledge and the drive to expand your understanding of investment funds. Strong written and verbal communication skills; ability to create presentations and effectively write and present information. A strong work ethic, focused and results-oriented. Industry qualifications such as the IMC/CFA, or willingness to study. Apply with your CV to hear further details about this Investor Relations Associate opportunity.
May 23, 2025
Full time
This is an excellent opportunity to join a successful Hedge Fund that is hiring in their Investor Relations team. The position is based in London, with the primary responsibility for aiding sales and client management. Reporting into the Investor Relations Director, you will have responsibility for: Building strong relationships with clients and maintaining regular contact. Assisting with the execution of the fund's annual investor events and quarterly investor calls, including assisting with the preparation of presentation materials and event logistics. Coordinating the update and distribution of various monthly, quarterly, and annual deliverables, including marketing materials and DDQs to the fund's client base. Forming collaborative relationships with the investment teams. Keeping abreast of market opportunities and competitors. Any ad hoc project management as required. Our client is looking for a candidate that is keen to learn and work within a boutique company environment. Key skills required include: Investor relations, sales support, or client management experience in the asset management industry. Experience supporting institutional or wholesale client markets. Investment product knowledge and the drive to expand your understanding of investment funds. Strong written and verbal communication skills; ability to create presentations and effectively write and present information. A strong work ethic, focused and results-oriented. Industry qualifications such as the IMC/CFA, or willingness to study. Apply with your CV to hear further details about this Investor Relations Associate opportunity.
IMServ is one of the UK s leading data collection and energy metering experts, delivering award winning services to more customers in more places, meeting industry targets and becoming a benchmark for excellence. We offer a range of specialist metering technology for electricity, gas and water along with highly accurate energy data collection services. All this is wrapped up with an easy-to-view online data management analysis and reporting software. PURPOSE OF ROLE: The M&A Analyst is responsible for providing insights and support to the IMServ M&A processes, covering deal origination, deal pipeline management, valuation and returns calculations, live opportunity execution and post-acquisition integration activities. This role involves complex financial modelling covering sensitised forecasting, funding structures and managing data/information flows to support IMServ s M&A strategy and ensure Corporate and Private Equity Financial-Backer financial objectives are met. The M&A Analyst will work closely with the Corporate Services Director and other senior management and external advisors involved in M&A and corporate financing MAIN RESPONSIBILITIES Process Building and continuous improvement: Using technology, including AI/ML, to automate to the greatest extent possible, build, operate, own and apply continuous improvement to IMServ s M&A processes. Process Management: Working with the CSD, run, often in parallel, the M&A processes described above, including coordinating internal and external workstreams. Financial Modelling: Build financial models to assess the sustainable financial performance of acquisition Targets, including building upside and downside scenarios. Internal (Board) & External stakeholder (Equity & Debt sources) Presentation: Support the CSD in presenting status, risks and mitigation thereof and recommendations. Business Partnering: Where capacity exists, collaborate with Finance, Sales, Marketing, Innovation and Field teams to offer/share best practice, financial insights and drive business growth and cost efficiency. Performance Tracking: Develop and track key performance indicators (KPIs) to measure the effectiveness of commercial strategies and identify areas for improvement. PERSON SPECIFICATION: Knowledge & Qualifications The role requires a qualified accountant (CIMA / ACCA / ACA) with post qualification experience. Skills Proficiency in financial modelling, data analysis, and financial reporting tools (e.g., Excel, financial software like SAP, Oracle, or similar is an advantage). Strong understanding of financial statements, KPIs, and performance metrics. Experience with business intelligence tools (e.g., Power BI, Tableau) is an advantage. Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights. Excellent communication skills, with the ability to present financial information clearly to non-financial stakeholders. Strong attention to detail and accuracy. Ability to work under pressure and meet tight deadlines while managing multiple priorities. Business Acumen Strong understanding of commercial operations and the ability to influence decision-making based on financial insights. Experience of Private Equity and related stakeholder management is highly advantageous. Experience in SaaS and/or energy markets and infrastructure are an advantage. COMPANY BENEFITS: 28 days annual leave plus Bank Holidays Annual leave Buy & Sell scheme Enhanced Salary Sacrifice Pension Contributions Life Assurance up to 6 X Base Salary Simply health Healthcare plan (Upgrades available) In Office & Out of Office Social Events Retailer Discounts Platform Employee Assistance Program Wellbeing Centre Car Salary Sacrifice Scheme ( Length of service & T&Cs apply) Our people are our main asset. We strive to ensure they remain happy, competitive, and fulfilled - helping to propel our business forward and ensure we remain customer-centric and competitive. We are proud to remain the UK s leading and growing energy data collection and meter operations service provider. Diversity and inclusion have long been at the heart of of IMServ s success. As we continue our growth, our focus remains on ensuring that equality, diversity and inclusion remain central to our business and recruitment practices. We recognise that we operate in an industry in which there has traditionally been a lack of diversity and we are keen to encourage applications from as inclusive a group as possible. We recognise that a balanced workforce encourages collaboration and innovation, promotes entrepreneurship and a feeling of ownership. These are the key drivers of our business, that our customers really look to us for. (Please note that we reserve the right to close this position before the expiry date)
May 20, 2025
Full time
IMServ is one of the UK s leading data collection and energy metering experts, delivering award winning services to more customers in more places, meeting industry targets and becoming a benchmark for excellence. We offer a range of specialist metering technology for electricity, gas and water along with highly accurate energy data collection services. All this is wrapped up with an easy-to-view online data management analysis and reporting software. PURPOSE OF ROLE: The M&A Analyst is responsible for providing insights and support to the IMServ M&A processes, covering deal origination, deal pipeline management, valuation and returns calculations, live opportunity execution and post-acquisition integration activities. This role involves complex financial modelling covering sensitised forecasting, funding structures and managing data/information flows to support IMServ s M&A strategy and ensure Corporate and Private Equity Financial-Backer financial objectives are met. The M&A Analyst will work closely with the Corporate Services Director and other senior management and external advisors involved in M&A and corporate financing MAIN RESPONSIBILITIES Process Building and continuous improvement: Using technology, including AI/ML, to automate to the greatest extent possible, build, operate, own and apply continuous improvement to IMServ s M&A processes. Process Management: Working with the CSD, run, often in parallel, the M&A processes described above, including coordinating internal and external workstreams. Financial Modelling: Build financial models to assess the sustainable financial performance of acquisition Targets, including building upside and downside scenarios. Internal (Board) & External stakeholder (Equity & Debt sources) Presentation: Support the CSD in presenting status, risks and mitigation thereof and recommendations. Business Partnering: Where capacity exists, collaborate with Finance, Sales, Marketing, Innovation and Field teams to offer/share best practice, financial insights and drive business growth and cost efficiency. Performance Tracking: Develop and track key performance indicators (KPIs) to measure the effectiveness of commercial strategies and identify areas for improvement. PERSON SPECIFICATION: Knowledge & Qualifications The role requires a qualified accountant (CIMA / ACCA / ACA) with post qualification experience. Skills Proficiency in financial modelling, data analysis, and financial reporting tools (e.g., Excel, financial software like SAP, Oracle, or similar is an advantage). Strong understanding of financial statements, KPIs, and performance metrics. Experience with business intelligence tools (e.g., Power BI, Tableau) is an advantage. Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights. Excellent communication skills, with the ability to present financial information clearly to non-financial stakeholders. Strong attention to detail and accuracy. Ability to work under pressure and meet tight deadlines while managing multiple priorities. Business Acumen Strong understanding of commercial operations and the ability to influence decision-making based on financial insights. Experience of Private Equity and related stakeholder management is highly advantageous. Experience in SaaS and/or energy markets and infrastructure are an advantage. COMPANY BENEFITS: 28 days annual leave plus Bank Holidays Annual leave Buy & Sell scheme Enhanced Salary Sacrifice Pension Contributions Life Assurance up to 6 X Base Salary Simply health Healthcare plan (Upgrades available) In Office & Out of Office Social Events Retailer Discounts Platform Employee Assistance Program Wellbeing Centre Car Salary Sacrifice Scheme ( Length of service & T&Cs apply) Our people are our main asset. We strive to ensure they remain happy, competitive, and fulfilled - helping to propel our business forward and ensure we remain customer-centric and competitive. We are proud to remain the UK s leading and growing energy data collection and meter operations service provider. Diversity and inclusion have long been at the heart of of IMServ s success. As we continue our growth, our focus remains on ensuring that equality, diversity and inclusion remain central to our business and recruitment practices. We recognise that we operate in an industry in which there has traditionally been a lack of diversity and we are keen to encourage applications from as inclusive a group as possible. We recognise that a balanced workforce encourages collaboration and innovation, promotes entrepreneurship and a feeling of ownership. These are the key drivers of our business, that our customers really look to us for. (Please note that we reserve the right to close this position before the expiry date)
Investment Director, Real Estate page is loaded Investment Director, Real Estate Apply locations Cannon Street Office time type Full time posted on Posted Yesterday time left to apply End Date: May 29, 2025 (12 days left to apply) job requisition id J57969 About the Opportunity Job Type: PermanentApplication Deadline: 29 May 2025 We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Real Estate Investment Directing team and feel like you're part of something bigger. About Fidelity's Real Estate Business Fidelity International has always believed it is in the best interests of its investors to be real specialists in the field of asset management. As the company is independent and privately owned, it has a substantial capital base established over several decades, enabling it to invest in long term strategies and developments. Over the coming decade, Fidelity is committed to building a sizeable Private Assets capability. The real estate business was founded in 2006 and launched its first funds for institutional investors in 2008, since when it has attracted blue-chip clients from the UK, continental Europe, North America and Asia. The experienced team of fund managers, analysts and operations professionals are based in six locations across Europe (London, Paris, Frankfurt, Munich, Amsterdam and Luxembourg). The team has established outstanding performance track records in its flagship Eurozone and UK funds and won a major separate account with one of the largest asset management firms in the Middle East. We will continue to grow existing products but the key focus now is on accelerating growth by expanding our product range and developing our offerings for a wider range of clients. As a long-term investor, our ultimate goal is to be one of the major real estate fund managers in Europe. As a strategic growth area for Fidelity, this is an exciting time to be joining the business. About Real Estate Investment Directing team The Real Estate Investment Directing team aims to commercialise Fidelity's real estate investment capabilities as well as supporting the growth of our Private Assets business more broadly. The team is responsible for representing the real estate group to prospective and existing clients, reporting on portfolios, developing new solutions to meet investor demands, promoting thought leadership on real estate topics and generating marketing collateral to support sales activity. The team encompasses a strong knowledge of real estate markets and Fidelity's portfolio strategies, combined with a capacity to communicate these through different mediums. Purpose of your role Key responsibilities will include: Initial focus will be to promote and commercialise our Real Estate capabilities through a range of channels to extend the reach of client relationships, promoting existing funds and developing new solutions to suit current and future investors. Ensure all appropriate channels are pursued to ensure strong relationships whilst focusing on product/solutions delivery. As the wider Private Assets build out evolves, to promote these capabilities as well Work closely with the Head of Real Estate Solutions to identify new fund strategies that utilise the integrated strength, experience and profile of the Fidelity business (in particular our wider Private Assets capabilities), harnessing the deep capabilities of the organisation to create opportunities that can be delivered Promote the business internally, creating strong relationships across the Distribution team to ensure that the real estate products/capabilities are properly understood and promoted to clients, building a trusted and supportive rapport in a short period of time Support capital raising activity in relation to new product launches. Arrange and participate in 'road show' presentations to potential investors through close collaboration with the Distribution team. Identify, build and maintain strong relationships with potential and existing investors across institutional and private investor communities on a global basis. Build trust and credibility with the most senior investors in the sector Working closely with the Research and Investment teams, identify, structure and present new ideas to the Real Estate Leadership Team Team and, once approved, refine then deliver new funds Once approved, ensure that projects are managed efficiently, liaising with colleagues across the business and specialist tax and legal providers where necessary Support the Fund Managers in client meetings and communications. Assist in writing fund reports, presentations, promotional literature and thought leadership pieces where opportunities exist, ensuring that the relevant guidelines and regulations are adhered to. Candidate Profile The successful candidate is likely to have at least 10 years' experience, preferably with experience covering a variety of European real estate markets Experience of promoting other private market asset classes would be beneficial. In any case, an ability to articulate a wider knowledge of asset classes will be important aspects of the candidate's skill set Personal integrity is vital and a quality that is highly valued across the organisation. Gravitas and the ability to command the respect of senior industry figures and investors will be critical to long term success in the role and progression within Fidelity Candidates may have experience from a range of different client facing roles, which could include Investment Management, Investment Banking and Consultancy. The role requires adaptability, focus, drive and breadth of intellect rather than prescriptive previous experience A good working knowledge of fiscal and legal regulations applicable to European private market fund structures would be beneficial and candidates will need to have or be able to quickly obtain the appropriate regulatory qualifications Results orientated, analytical and numerate, with a good understanding of and interest in the wider investment market Candidates will need to demonstrate first class communication, presentation and networking skills. A fluent English speaker. Additional language skills in French or German would be beneficial A track record of working collaboratively with colleagues across various functions within a sizeable business with both the tenacity and sensitivity to build productive relationships with key stakeholders Motivated by the long term career opportunities presented by this role and committed to growing a career in a world class institution Comfortable expressing well-reasoned and researched opinions and able to sensitively but robustly articulate viewpoints Feel rewarded For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit For more about our work, our approach to dynamic working and how you could build your future here, visit
May 18, 2025
Full time
Investment Director, Real Estate page is loaded Investment Director, Real Estate Apply locations Cannon Street Office time type Full time posted on Posted Yesterday time left to apply End Date: May 29, 2025 (12 days left to apply) job requisition id J57969 About the Opportunity Job Type: PermanentApplication Deadline: 29 May 2025 We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Real Estate Investment Directing team and feel like you're part of something bigger. About Fidelity's Real Estate Business Fidelity International has always believed it is in the best interests of its investors to be real specialists in the field of asset management. As the company is independent and privately owned, it has a substantial capital base established over several decades, enabling it to invest in long term strategies and developments. Over the coming decade, Fidelity is committed to building a sizeable Private Assets capability. The real estate business was founded in 2006 and launched its first funds for institutional investors in 2008, since when it has attracted blue-chip clients from the UK, continental Europe, North America and Asia. The experienced team of fund managers, analysts and operations professionals are based in six locations across Europe (London, Paris, Frankfurt, Munich, Amsterdam and Luxembourg). The team has established outstanding performance track records in its flagship Eurozone and UK funds and won a major separate account with one of the largest asset management firms in the Middle East. We will continue to grow existing products but the key focus now is on accelerating growth by expanding our product range and developing our offerings for a wider range of clients. As a long-term investor, our ultimate goal is to be one of the major real estate fund managers in Europe. As a strategic growth area for Fidelity, this is an exciting time to be joining the business. About Real Estate Investment Directing team The Real Estate Investment Directing team aims to commercialise Fidelity's real estate investment capabilities as well as supporting the growth of our Private Assets business more broadly. The team is responsible for representing the real estate group to prospective and existing clients, reporting on portfolios, developing new solutions to meet investor demands, promoting thought leadership on real estate topics and generating marketing collateral to support sales activity. The team encompasses a strong knowledge of real estate markets and Fidelity's portfolio strategies, combined with a capacity to communicate these through different mediums. Purpose of your role Key responsibilities will include: Initial focus will be to promote and commercialise our Real Estate capabilities through a range of channels to extend the reach of client relationships, promoting existing funds and developing new solutions to suit current and future investors. Ensure all appropriate channels are pursued to ensure strong relationships whilst focusing on product/solutions delivery. As the wider Private Assets build out evolves, to promote these capabilities as well Work closely with the Head of Real Estate Solutions to identify new fund strategies that utilise the integrated strength, experience and profile of the Fidelity business (in particular our wider Private Assets capabilities), harnessing the deep capabilities of the organisation to create opportunities that can be delivered Promote the business internally, creating strong relationships across the Distribution team to ensure that the real estate products/capabilities are properly understood and promoted to clients, building a trusted and supportive rapport in a short period of time Support capital raising activity in relation to new product launches. Arrange and participate in 'road show' presentations to potential investors through close collaboration with the Distribution team. Identify, build and maintain strong relationships with potential and existing investors across institutional and private investor communities on a global basis. Build trust and credibility with the most senior investors in the sector Working closely with the Research and Investment teams, identify, structure and present new ideas to the Real Estate Leadership Team Team and, once approved, refine then deliver new funds Once approved, ensure that projects are managed efficiently, liaising with colleagues across the business and specialist tax and legal providers where necessary Support the Fund Managers in client meetings and communications. Assist in writing fund reports, presentations, promotional literature and thought leadership pieces where opportunities exist, ensuring that the relevant guidelines and regulations are adhered to. Candidate Profile The successful candidate is likely to have at least 10 years' experience, preferably with experience covering a variety of European real estate markets Experience of promoting other private market asset classes would be beneficial. In any case, an ability to articulate a wider knowledge of asset classes will be important aspects of the candidate's skill set Personal integrity is vital and a quality that is highly valued across the organisation. Gravitas and the ability to command the respect of senior industry figures and investors will be critical to long term success in the role and progression within Fidelity Candidates may have experience from a range of different client facing roles, which could include Investment Management, Investment Banking and Consultancy. The role requires adaptability, focus, drive and breadth of intellect rather than prescriptive previous experience A good working knowledge of fiscal and legal regulations applicable to European private market fund structures would be beneficial and candidates will need to have or be able to quickly obtain the appropriate regulatory qualifications Results orientated, analytical and numerate, with a good understanding of and interest in the wider investment market Candidates will need to demonstrate first class communication, presentation and networking skills. A fluent English speaker. Additional language skills in French or German would be beneficial A track record of working collaboratively with colleagues across various functions within a sizeable business with both the tenacity and sensitivity to build productive relationships with key stakeholders Motivated by the long term career opportunities presented by this role and committed to growing a career in a world class institution Comfortable expressing well-reasoned and researched opinions and able to sensitively but robustly articulate viewpoints Feel rewarded For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit For more about our work, our approach to dynamic working and how you could build your future here, visit
Location(s): One Canada Square, Canary Wharf, London, E14 5FA, GB Line Of Business: SALES(SALES) Job Category: Sales & Marketing Experience Level: Experienced Hire At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We foster an inclusive environment where everyone feels welcome to be who they are-encouraging idea exchange, innovation, and meaningful listening to colleagues and customers. If you are excited about this opportunity but do not meet every requirement, please apply! You may still be a great fit for this or other roles. We seek candidates who embody our values: investing in relationships, leading with curiosity, championing diversity, turning inputs into actions, and maintaining integrity and trust. Skills and Competencies Extensive experience in Tax, Transfer Pricing, or broader Financial Administration roles, preferably with exposure to Customs or Ministry of Finance operations Knowledge of international taxation, transfer pricing, customs valuation, and public revenue risk management Experience advising government authorities, multilateral institutions, or large corporations on fiscal or trade policy Strong analytical skills; ability to interpret financial and trade data and leverage insights Excellent communication skills; comfortable engaging with senior government officials and stakeholders Public speaking and publication record in relevant sectors are advantageous Experience with policy reform, tax digitalization, or customs modernization is desirable Education Professional certifications in tax/customs are a plus Degree in a relevant subject Responsibilities The Industry Practice Lead - Financial Administration is a senior expert role supporting government stakeholders in modernizing operations, risk management, and leveraging data to enhance fiscal policy, compliance, and enforcement. Key Responsibilities: Government Client Engagement & Sales Support: Act as a trusted advisor to government clients in Tax, Customs, and Finance Ministries Support sales teams with Moody's solutions for tax risk, TP compliance, customs valuation, and fiscal analytics Lead strategic meetings and presentations with senior public sector stakeholders Thought Leadership & Market Development: Develop and present thought leadership through white papers, conferences, and workshops Represent Moody's with supranational bodies and regional financial forums Build partnerships with professional bodies and government associations Cross-functional Collaboration & Internal Enablement: Provide feedback to shape product solutions for public finance needs Collaborate on marketing campaigns for digital transformation Conduct training for Relationship Managers and Sales Teams Strategic Product & Policy Guidance: Translate regulatory and operational challenges into product requirements Identify innovation opportunities at the intersection of data, compliance, and digital governance Contribute to creating solutions supporting tax intelligence, customs risk, transfer pricing, and transparency About the team Our Global Sales team serves clients across banking, insurance, asset management, corporate, professional services, and government sectors globally. The Industry Practice Group comprises experts in lending, underwriting, climate risk, financial crime, and more, advising clients and developing new products aligned with industry challenges. Moody's is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or characteristic protected by law. Employment is contingent upon compliance with securities trading policies and other requirements.
May 17, 2025
Full time
Location(s): One Canada Square, Canary Wharf, London, E14 5FA, GB Line Of Business: SALES(SALES) Job Category: Sales & Marketing Experience Level: Experienced Hire At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We foster an inclusive environment where everyone feels welcome to be who they are-encouraging idea exchange, innovation, and meaningful listening to colleagues and customers. If you are excited about this opportunity but do not meet every requirement, please apply! You may still be a great fit for this or other roles. We seek candidates who embody our values: investing in relationships, leading with curiosity, championing diversity, turning inputs into actions, and maintaining integrity and trust. Skills and Competencies Extensive experience in Tax, Transfer Pricing, or broader Financial Administration roles, preferably with exposure to Customs or Ministry of Finance operations Knowledge of international taxation, transfer pricing, customs valuation, and public revenue risk management Experience advising government authorities, multilateral institutions, or large corporations on fiscal or trade policy Strong analytical skills; ability to interpret financial and trade data and leverage insights Excellent communication skills; comfortable engaging with senior government officials and stakeholders Public speaking and publication record in relevant sectors are advantageous Experience with policy reform, tax digitalization, or customs modernization is desirable Education Professional certifications in tax/customs are a plus Degree in a relevant subject Responsibilities The Industry Practice Lead - Financial Administration is a senior expert role supporting government stakeholders in modernizing operations, risk management, and leveraging data to enhance fiscal policy, compliance, and enforcement. Key Responsibilities: Government Client Engagement & Sales Support: Act as a trusted advisor to government clients in Tax, Customs, and Finance Ministries Support sales teams with Moody's solutions for tax risk, TP compliance, customs valuation, and fiscal analytics Lead strategic meetings and presentations with senior public sector stakeholders Thought Leadership & Market Development: Develop and present thought leadership through white papers, conferences, and workshops Represent Moody's with supranational bodies and regional financial forums Build partnerships with professional bodies and government associations Cross-functional Collaboration & Internal Enablement: Provide feedback to shape product solutions for public finance needs Collaborate on marketing campaigns for digital transformation Conduct training for Relationship Managers and Sales Teams Strategic Product & Policy Guidance: Translate regulatory and operational challenges into product requirements Identify innovation opportunities at the intersection of data, compliance, and digital governance Contribute to creating solutions supporting tax intelligence, customs risk, transfer pricing, and transparency About the team Our Global Sales team serves clients across banking, insurance, asset management, corporate, professional services, and government sectors globally. The Industry Practice Group comprises experts in lending, underwriting, climate risk, financial crime, and more, advising clients and developing new products aligned with industry challenges. Moody's is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or characteristic protected by law. Employment is contingent upon compliance with securities trading policies and other requirements.
Job details Location: London Capability: Tax & Law Experience Level: Senior Manager Type: Full Time Service Line: Indirect Contract type: Permanent Job description KPMG has one of the leading Indirect Tax practices in the UK. We work as a national practice providing advice and support in all aspects of Indirect Tax (VAT, Customs Duty, Green taxes) to a broad range of business sectors including large multi-nationals, household name retailers, public sector organisations and Financial services (banking, insurance, asset finance, asset management and real estate clients). The Indirect Tax practice is a fast-growing and dynamic business, currently with approximately 13 partners and 190 professional staff located across the UK. We work to support our portfolio of clients with a variety of Indirect tax issues. The KPMG UK Fintech team is a significant and growing business looking after more than 140 clients. The Fintech team incorporates KPMG's digital assets business where the firm supports a growing number of UK and International crypto businesses. Indirect tax is a significant proportion of this Fintech business, and we are looking for an experienced VAT Senior Manager to work alongside the VAT partner who not only leads the Fintech VAT practice, but also leads the wider KPMG Fintech team across the UK. Due to the significant growth (more than 160% growth in 5 years) of the wider KPMG Fintech Team, and double digit growth of the Fintech VAT practice, we are looking for an ambitious Senior Manager who can step into a role to lead on fintech and crypto accounts, grow and develop the indirect tax work, with a view to progression to director, and ultimately to take on more of a leadership role in the Fintech VAT practice, to allow the current VAT partner to focus on wider KPMG UK Fintech leadership demands. It is critical for the role that the right person can demonstrate business development skills and be comfortable talking directly to clients (new and existing). The candidate must also demonstrate strong leadership skills to work closely with internal stakeholders at KPMG not only in indirect tax, but across wider service lines as the majority of fintech and crypto projects involve not only indirect tax, but a number of other services such as legal and regulatory work. The role also involves managing a number of projects that are likely to be running concurrently, so organisational skills are key. Roles and Responsibilities You will be a key member of our Team: Providing high quality Indirect advisory on a broad range of indirect tax issues to a range of fintech and crypto clients Maintaining, developing and managing KPMG's strong relationships with clients; Developing innovative solutions and opportunities for our clients; Assisting in the implementation of business development initiatives; Providing sales support, developing, building and maintaining key B2B and B2C client relationships Developing more junior members of the team from both a technical and commercial perspective; Working closely the Fintech VAT partner and other partners and directors who will provide you with the support and opportunities to assist you in realising your full potential. Qualifications and Skills ACA or CTA and significant relevant experience with financial services Indirect Taxes. Experience and Background This is an exciting opportunity for someone who would like to be part of a successful and growing team. You should be someone who: Takes personal responsibility and accountability for their work; Is driven and committed; Is ambitious and motivated to grow personally; Seeks out feedback and development opportunities; Identifies and pursues business opportunities; Sustains a high level of drive, shows enthusiasm and a positive attitude when coping with pressure at work Continuously learns from experiences. Seeks out feedback and development opportunities Gives clear directions, positive and constructive feedback. Coaches less experienced staff Works in a cooperative, respectful manner with colleagues, clients and the wider community Analyses problems, identifies core issues, investigates, evaluates and integrates information Communicates with impact, in a way that is open, honest, consistent and clear Builds the reputation of KPMG through the quality of work, knowledge and experience Monitors and upholds high quality of service and products to clients (internal and external)
May 17, 2025
Full time
Job details Location: London Capability: Tax & Law Experience Level: Senior Manager Type: Full Time Service Line: Indirect Contract type: Permanent Job description KPMG has one of the leading Indirect Tax practices in the UK. We work as a national practice providing advice and support in all aspects of Indirect Tax (VAT, Customs Duty, Green taxes) to a broad range of business sectors including large multi-nationals, household name retailers, public sector organisations and Financial services (banking, insurance, asset finance, asset management and real estate clients). The Indirect Tax practice is a fast-growing and dynamic business, currently with approximately 13 partners and 190 professional staff located across the UK. We work to support our portfolio of clients with a variety of Indirect tax issues. The KPMG UK Fintech team is a significant and growing business looking after more than 140 clients. The Fintech team incorporates KPMG's digital assets business where the firm supports a growing number of UK and International crypto businesses. Indirect tax is a significant proportion of this Fintech business, and we are looking for an experienced VAT Senior Manager to work alongside the VAT partner who not only leads the Fintech VAT practice, but also leads the wider KPMG Fintech team across the UK. Due to the significant growth (more than 160% growth in 5 years) of the wider KPMG Fintech Team, and double digit growth of the Fintech VAT practice, we are looking for an ambitious Senior Manager who can step into a role to lead on fintech and crypto accounts, grow and develop the indirect tax work, with a view to progression to director, and ultimately to take on more of a leadership role in the Fintech VAT practice, to allow the current VAT partner to focus on wider KPMG UK Fintech leadership demands. It is critical for the role that the right person can demonstrate business development skills and be comfortable talking directly to clients (new and existing). The candidate must also demonstrate strong leadership skills to work closely with internal stakeholders at KPMG not only in indirect tax, but across wider service lines as the majority of fintech and crypto projects involve not only indirect tax, but a number of other services such as legal and regulatory work. The role also involves managing a number of projects that are likely to be running concurrently, so organisational skills are key. Roles and Responsibilities You will be a key member of our Team: Providing high quality Indirect advisory on a broad range of indirect tax issues to a range of fintech and crypto clients Maintaining, developing and managing KPMG's strong relationships with clients; Developing innovative solutions and opportunities for our clients; Assisting in the implementation of business development initiatives; Providing sales support, developing, building and maintaining key B2B and B2C client relationships Developing more junior members of the team from both a technical and commercial perspective; Working closely the Fintech VAT partner and other partners and directors who will provide you with the support and opportunities to assist you in realising your full potential. Qualifications and Skills ACA or CTA and significant relevant experience with financial services Indirect Taxes. Experience and Background This is an exciting opportunity for someone who would like to be part of a successful and growing team. You should be someone who: Takes personal responsibility and accountability for their work; Is driven and committed; Is ambitious and motivated to grow personally; Seeks out feedback and development opportunities; Identifies and pursues business opportunities; Sustains a high level of drive, shows enthusiasm and a positive attitude when coping with pressure at work Continuously learns from experiences. Seeks out feedback and development opportunities Gives clear directions, positive and constructive feedback. Coaches less experienced staff Works in a cooperative, respectful manner with colleagues, clients and the wider community Analyses problems, identifies core issues, investigates, evaluates and integrates information Communicates with impact, in a way that is open, honest, consistent and clear Builds the reputation of KPMG through the quality of work, knowledge and experience Monitors and upholds high quality of service and products to clients (internal and external)
THE SEARCH: Altus Partners has been exclusively mandated by a leading private asset manager overseeing approximately $50 billion in assets. The firm is developing a range of new strategies and is looking to strengthen its Investor Relations function. This Associate-level position requires fluent German language skills and will support the Investor Relations Director and the Coverage team across all activities related to LP communications, investor presentations, reporting, and broader ad hoc projects. THE ROLE: Coordinate and produce regular investor communications, including quarterly performance reports, newsletters, and presentations. Manage investor queries and requests, ensuring timely and accurate responses. Support fundraising efforts, including the preparation and delivery of pitch materials for prospective investors. Assist in due diligence processes, including the coordination and management of RFPs, DDQs, and investor meetings. Monitor and analyse industry trends, competitor strategies, and relevant market developments to provide insights and updates to investors. THE REQUIREMENTS: 1-3 years of experience in a placement agency, in-house IR role, investment banking, investment consultancy, or asset management. Fluent in German (spoken and written). Strong interpersonal skills, both written and verbal. Proficiency in PowerPoint, Excel, Word, and Outlook. Solid financial literacy and analytical skills. Knowledge of the LP market and the private markets fundraising process. Entrepreneurial mindset.
May 15, 2025
Full time
THE SEARCH: Altus Partners has been exclusively mandated by a leading private asset manager overseeing approximately $50 billion in assets. The firm is developing a range of new strategies and is looking to strengthen its Investor Relations function. This Associate-level position requires fluent German language skills and will support the Investor Relations Director and the Coverage team across all activities related to LP communications, investor presentations, reporting, and broader ad hoc projects. THE ROLE: Coordinate and produce regular investor communications, including quarterly performance reports, newsletters, and presentations. Manage investor queries and requests, ensuring timely and accurate responses. Support fundraising efforts, including the preparation and delivery of pitch materials for prospective investors. Assist in due diligence processes, including the coordination and management of RFPs, DDQs, and investor meetings. Monitor and analyse industry trends, competitor strategies, and relevant market developments to provide insights and updates to investors. THE REQUIREMENTS: 1-3 years of experience in a placement agency, in-house IR role, investment banking, investment consultancy, or asset management. Fluent in German (spoken and written). Strong interpersonal skills, both written and verbal. Proficiency in PowerPoint, Excel, Word, and Outlook. Solid financial literacy and analytical skills. Knowledge of the LP market and the private markets fundraising process. Entrepreneurial mindset.
time left to apply End Date: May 31, 2025 (16 days left to apply) job requisition id J55603 About the Opportunity Job Type: PermanentApplication Deadline: 31 May 2025 About the Opportunity Job Type: PermanentApplication Deadline: 31 May 2025 Title Credit Analyst Department Global Investment Research - Fixed Income Location London Reports To Director of Research Level 7 We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our insert name of team/ business area team and feel like you're part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. About your team Fixed Income Research focuses on identifying value added-investment ideas within the Fixed Income asset class as well as on collaborating with our colleagues in Equities, Private Credit, Real Estate and Systematic and Multi-Asset to generate ideas for all Fidelity clients. About your role We are searching for a Credit Analyst, ideally with experience covering Emerging Market (EM) sovereign debt, including both hard currency and local currency debt. The Analyst will be responsible for coverage of sovereigns in Asia and other regions. The role is expected to be based in London. As a Credit Analyst, you will be a highly valued core member of the research and investment team (which include portfolio managers, traders and quantitative research analysts) and actively participate in strategy sessions that address credit trends, investment decisions and asset allocation. The successful candidate will also be expected to build close working relationships with their peers in London, Toronto, Continental Europe, Hong Kong, Shanghai and India within the fixed income and equity divisions. Key Responsibilities Provide fundamental coverage of an issuer within the global fixed income markets to contribute investment ideas that generate positive performance for our clients' funds Participate in team-oriented structure, working daily with traders, portfolio managers, quantitative analysts and investment directing Prioritise core credit coverage from a larger sector universe by coordinating with investment team to find ideas that are most relevant for our funds to generate positive performance Credit Research Process Perform fundamental analysis on your coverage to evaluate the creditworthiness of an issuer and assess the relative value of its bonds Incorporate ESG analysis into your analytical process and overall investment thesis. You are expected to become the internal sector expert for the fixed income team Conduct primary and secondary research of your coverage Build and maintain detailed models, in conjunction with research specialists, that express your views and recommendations for your coverage Lead issuer's meetings, both in-house and externally, often in coordinating with PMs and equity colleagues Communication / Collaboration Participate in regular team meetings across our range of fund disciplines Publish internal research notes that express your conviction and recommendations to the investment management team Partner with your trading desk counterpart to form relative value views taking liquidity considerations into account. Maintain regular issuer contact, including in-house and external meetings; this may include travel Participate in cross-asset class meetings with equity colleagues to sharpen your views Exhibit the values and behaviours expected of all Fidelity International employees Other responsibilities Work together with and mentor research associates / sector specialists who provide analytical and data support Represent Fidelity International in meetings with our clients, in both 1x1 and presentation formats Work closely and build relationships with peers in UK, Europe and Asia across the entire firm, including the equities, multi-asset, sales & distribution, and technology teams About you Experience and Qualifications Required Substantial experience as a Sovereign or Credit Analyst covering Emerging Market sovereigns, FX and rates with a focus on Asia and non-Asia EM markets Solid track record of recommending alpha-generating trade ideas in hard currency, local currency and FX across a range of investment strategies Understanding of sustainability aspects and/or goals of various countries (& quasi sovereign corporates) under coverage. Ability to communicate trade recommendations and monitor trade ideas A collaborative approach to working Ability to engage with the Fixed Income quantitative team, leveraging their models in your own investment process Understanding of Fixed Income securities and relative value tools Good communication skills and the ability to build effective relationships Flexibility in attitude and approach Willingness to undertake international travel Feel rewarded For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit For more about our work, our approach to dynamic working and how you could build your future here, visit As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
May 15, 2025
Full time
time left to apply End Date: May 31, 2025 (16 days left to apply) job requisition id J55603 About the Opportunity Job Type: PermanentApplication Deadline: 31 May 2025 About the Opportunity Job Type: PermanentApplication Deadline: 31 May 2025 Title Credit Analyst Department Global Investment Research - Fixed Income Location London Reports To Director of Research Level 7 We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our insert name of team/ business area team and feel like you're part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. About your team Fixed Income Research focuses on identifying value added-investment ideas within the Fixed Income asset class as well as on collaborating with our colleagues in Equities, Private Credit, Real Estate and Systematic and Multi-Asset to generate ideas for all Fidelity clients. About your role We are searching for a Credit Analyst, ideally with experience covering Emerging Market (EM) sovereign debt, including both hard currency and local currency debt. The Analyst will be responsible for coverage of sovereigns in Asia and other regions. The role is expected to be based in London. As a Credit Analyst, you will be a highly valued core member of the research and investment team (which include portfolio managers, traders and quantitative research analysts) and actively participate in strategy sessions that address credit trends, investment decisions and asset allocation. The successful candidate will also be expected to build close working relationships with their peers in London, Toronto, Continental Europe, Hong Kong, Shanghai and India within the fixed income and equity divisions. Key Responsibilities Provide fundamental coverage of an issuer within the global fixed income markets to contribute investment ideas that generate positive performance for our clients' funds Participate in team-oriented structure, working daily with traders, portfolio managers, quantitative analysts and investment directing Prioritise core credit coverage from a larger sector universe by coordinating with investment team to find ideas that are most relevant for our funds to generate positive performance Credit Research Process Perform fundamental analysis on your coverage to evaluate the creditworthiness of an issuer and assess the relative value of its bonds Incorporate ESG analysis into your analytical process and overall investment thesis. You are expected to become the internal sector expert for the fixed income team Conduct primary and secondary research of your coverage Build and maintain detailed models, in conjunction with research specialists, that express your views and recommendations for your coverage Lead issuer's meetings, both in-house and externally, often in coordinating with PMs and equity colleagues Communication / Collaboration Participate in regular team meetings across our range of fund disciplines Publish internal research notes that express your conviction and recommendations to the investment management team Partner with your trading desk counterpart to form relative value views taking liquidity considerations into account. Maintain regular issuer contact, including in-house and external meetings; this may include travel Participate in cross-asset class meetings with equity colleagues to sharpen your views Exhibit the values and behaviours expected of all Fidelity International employees Other responsibilities Work together with and mentor research associates / sector specialists who provide analytical and data support Represent Fidelity International in meetings with our clients, in both 1x1 and presentation formats Work closely and build relationships with peers in UK, Europe and Asia across the entire firm, including the equities, multi-asset, sales & distribution, and technology teams About you Experience and Qualifications Required Substantial experience as a Sovereign or Credit Analyst covering Emerging Market sovereigns, FX and rates with a focus on Asia and non-Asia EM markets Solid track record of recommending alpha-generating trade ideas in hard currency, local currency and FX across a range of investment strategies Understanding of sustainability aspects and/or goals of various countries (& quasi sovereign corporates) under coverage. Ability to communicate trade recommendations and monitor trade ideas A collaborative approach to working Ability to engage with the Fixed Income quantitative team, leveraging their models in your own investment process Understanding of Fixed Income securities and relative value tools Good communication skills and the ability to build effective relationships Flexibility in attitude and approach Willingness to undertake international travel Feel rewarded For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit For more about our work, our approach to dynamic working and how you could build your future here, visit As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Location(s): One Canada Square, Canary Wharf, London, E14 5FA, GB Line Of Business: SALES(SALES) Job Category: Sales & Marketing Experience Level: Experienced Hire At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Extensive knowledge of the investment value chain, market trends (macro strategy), regulatory environment, and emerging data needs. Successful track record identifying, accessing, screening and advise investment opportunity across macro as well as private market. Bonus to have good working knowledge on private credit. Proven ability to interact and influence senior-level stakeholders. A strong network of contacts within the fixed income and/or equity community particularly amongst the institutional investors Highly networked individual, evidenced by professional affiliations, accreditations, and industry boards. Ability to proactively work with prospective clients through the sales process, providing technical assistance and guidance as required. Experience in developing and maintaining industry stakeholder relationships, publishing thought leadership, and maintaining social media engagement. Strong analytical skills, excellent attention to details with high proficiency in using tools and platforms for data analysis, portfolio management and reporting. Bonus to have good working knowledge in peer benchmarking. Excellent verbal, written, and presentation skills. Education Bachelor's degree required; further qualifications beneficial. Responsibilities Serve as a trusted advisor to customers as well as internal stakeholders, proactively working with prospective clients through the sales process. Elevate the impact of Request for Proposal (RFP) and Proof of Concept (POC) processes in the sales cycle. Identify valuable white space and build business cases for product development and improvement. Design market outreach strategy and conduct training sessions on customer use cases, our solution set, and emerging trends. Develop and maintain industry stakeholder relationships, speak at industry events, publish thought leadership, and maintain social media engagement. Translate macro & emerging market themes and regulatory requirements into client insights, product requirements to future-proof our solutions. This position offers a dynamic work environment, requiring up to 50% travel to engage with clients face-to-face, while also providing the flexibility of hybrid working. About the team Our Global Sales team serves customers across banking, insurance, asset management, corporate, professional services, and government sectors in over 50 countries. The Industry Practice Group is comprised of practitioners, former regulators, and subject matter experts specializing in domains such as lending, underwriting, climate risk, financial crime compliance, third-party due diligence, generative AI, and supply chain resiliency. By joining our team, you will be part of exciting work in advising existing and prospective customers across a broad range of workflows, collaborating in the creation of new product offerings, and aligning Moody's solutions to industry challenges. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
May 15, 2025
Full time
Location(s): One Canada Square, Canary Wharf, London, E14 5FA, GB Line Of Business: SALES(SALES) Job Category: Sales & Marketing Experience Level: Experienced Hire At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Extensive knowledge of the investment value chain, market trends (macro strategy), regulatory environment, and emerging data needs. Successful track record identifying, accessing, screening and advise investment opportunity across macro as well as private market. Bonus to have good working knowledge on private credit. Proven ability to interact and influence senior-level stakeholders. A strong network of contacts within the fixed income and/or equity community particularly amongst the institutional investors Highly networked individual, evidenced by professional affiliations, accreditations, and industry boards. Ability to proactively work with prospective clients through the sales process, providing technical assistance and guidance as required. Experience in developing and maintaining industry stakeholder relationships, publishing thought leadership, and maintaining social media engagement. Strong analytical skills, excellent attention to details with high proficiency in using tools and platforms for data analysis, portfolio management and reporting. Bonus to have good working knowledge in peer benchmarking. Excellent verbal, written, and presentation skills. Education Bachelor's degree required; further qualifications beneficial. Responsibilities Serve as a trusted advisor to customers as well as internal stakeholders, proactively working with prospective clients through the sales process. Elevate the impact of Request for Proposal (RFP) and Proof of Concept (POC) processes in the sales cycle. Identify valuable white space and build business cases for product development and improvement. Design market outreach strategy and conduct training sessions on customer use cases, our solution set, and emerging trends. Develop and maintain industry stakeholder relationships, speak at industry events, publish thought leadership, and maintain social media engagement. Translate macro & emerging market themes and regulatory requirements into client insights, product requirements to future-proof our solutions. This position offers a dynamic work environment, requiring up to 50% travel to engage with clients face-to-face, while also providing the flexibility of hybrid working. About the team Our Global Sales team serves customers across banking, insurance, asset management, corporate, professional services, and government sectors in over 50 countries. The Industry Practice Group is comprised of practitioners, former regulators, and subject matter experts specializing in domains such as lending, underwriting, climate risk, financial crime compliance, third-party due diligence, generative AI, and supply chain resiliency. By joining our team, you will be part of exciting work in advising existing and prospective customers across a broad range of workflows, collaborating in the creation of new product offerings, and aligning Moody's solutions to industry challenges. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
Managing Director - Europe Wealth Services Position Overview Apply locations: London, England Time type: Full time Posted on: Posted Yesterday Application deadline: August 3, 2025 Job requisition id: R-772283 Who We Are Looking For State Street's Wealth Services business is seeking a dynamic individual to serve as an MD in its European Wealth team. The role involves developing the market for Wealth Services in Europe, including Relationship Management, Governance, and Product Management. Reporting to the Head of Europe for Wealth Services, the candidate will formulate and execute market entry plans and coordinate initiatives with Product Leads. Why This Role Matters This role aims to enable wealth advisors and investment managers to achieve better client outcomes and revenue growth across State Street. It offers an opportunity to develop and scale the European market in a challenging and competitive industry. Key Responsibilities Lead a portfolio of prospects and clients to establish a market-leading business. Contribute to and execute the European market entry plan, collaborating with global product groups. Engage with C-suite executives of European client organizations. Define and implement the business plan for European Wealth Services, managing P&L through sales, client relationships, and product strategy. Navigate and manage regional regulatory requirements. Build relationships with European counterparts to align client strategies with wealth services. Develop strategic partnerships for European clients, coordinating closely with other leaders. Maintain communication with internal sales and client teams. Collaborate with global product teams to tailor product development to local needs. Desired Skills and Experience Deep understanding of European wealth management market dynamics and regulations. Proven track record in managing investments and fostering business growth. Experience in managing a P&L-responsible business. Strong cross-functional collaboration skills. Success in developing and executing Go-To-Market strategies. Executive presence and leadership capabilities. Ability to translate industry trends into strategic actions. Customer-centric approach, adept at understanding client needs. Educational and Professional Qualifications Bachelor's degree or higher. 10+ years of relevant experience, including 5+ years in a European leadership role. Strong decision-making skills and strategic focus. Experience in managing client portfolios and senior relationships. Ability to prioritize and manage multiple initiatives. Excellent communication skills. Analytical skills for complex business issues. About State Street State Street is a leading custodian bank, asset manager, and provider of financial services, supporting clients for over two centuries with services including investment servicing, data analytics, research, trading, and investment management. Our Culture and Benefits We foster a positive work environment with competitive benefits, including health care, insurance, savings plans, flexible work arrangements, and development programs. We value diversity and inclusion, actively engaging with our communities and supporting employee well-being. Equal Opportunity Statement State Street is an equal opportunity employer, welcoming candidates of diverse backgrounds and experiences. Learn more at
May 10, 2025
Full time
Managing Director - Europe Wealth Services Position Overview Apply locations: London, England Time type: Full time Posted on: Posted Yesterday Application deadline: August 3, 2025 Job requisition id: R-772283 Who We Are Looking For State Street's Wealth Services business is seeking a dynamic individual to serve as an MD in its European Wealth team. The role involves developing the market for Wealth Services in Europe, including Relationship Management, Governance, and Product Management. Reporting to the Head of Europe for Wealth Services, the candidate will formulate and execute market entry plans and coordinate initiatives with Product Leads. Why This Role Matters This role aims to enable wealth advisors and investment managers to achieve better client outcomes and revenue growth across State Street. It offers an opportunity to develop and scale the European market in a challenging and competitive industry. Key Responsibilities Lead a portfolio of prospects and clients to establish a market-leading business. Contribute to and execute the European market entry plan, collaborating with global product groups. Engage with C-suite executives of European client organizations. Define and implement the business plan for European Wealth Services, managing P&L through sales, client relationships, and product strategy. Navigate and manage regional regulatory requirements. Build relationships with European counterparts to align client strategies with wealth services. Develop strategic partnerships for European clients, coordinating closely with other leaders. Maintain communication with internal sales and client teams. Collaborate with global product teams to tailor product development to local needs. Desired Skills and Experience Deep understanding of European wealth management market dynamics and regulations. Proven track record in managing investments and fostering business growth. Experience in managing a P&L-responsible business. Strong cross-functional collaboration skills. Success in developing and executing Go-To-Market strategies. Executive presence and leadership capabilities. Ability to translate industry trends into strategic actions. Customer-centric approach, adept at understanding client needs. Educational and Professional Qualifications Bachelor's degree or higher. 10+ years of relevant experience, including 5+ years in a European leadership role. Strong decision-making skills and strategic focus. Experience in managing client portfolios and senior relationships. Ability to prioritize and manage multiple initiatives. Excellent communication skills. Analytical skills for complex business issues. About State Street State Street is a leading custodian bank, asset manager, and provider of financial services, supporting clients for over two centuries with services including investment servicing, data analytics, research, trading, and investment management. Our Culture and Benefits We foster a positive work environment with competitive benefits, including health care, insurance, savings plans, flexible work arrangements, and development programs. We value diversity and inclusion, actively engaging with our communities and supporting employee well-being. Equal Opportunity Statement State Street is an equal opportunity employer, welcoming candidates of diverse backgrounds and experiences. Learn more at
