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Lombard Odier
Head of Wealth Planning
Lombard Odier
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 31, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Lombard Odier
Head of Wealth Planning
Lombard Odier Wembley, Middlesex
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 31, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Lombard Odier
Head of Wealth Planning
Lombard Odier
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 31, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Lombard Odier
Head of Wealth Planning
Lombard Odier Watford, Hertfordshire
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 30, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Lombard Odier
Head of Wealth Planning
Lombard Odier Watford, Hertfordshire
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 30, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Lombard Odier
Head of Wealth Planning
Lombard Odier
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 30, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Lombard Odier
Head of Wealth Planning
Lombard Odier
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
May 30, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Corporate Development Manager
Green Recruitment Company
We are working with a fund looking for a Corporate Development Manager to drive strategic growth initiatives within our renewable energy investment portfolio. In this role, you will lead market analysis, identify investment opportunities, and support capital allocation decisions to enhance their exposure to clean energy assets. Key Responsibilities: Lead strategic assessments of renewable energy investment opportunities. Develop market insights and identify new areas for growth. Support M&A transactions, joint ventures, and partnerships. Conduct financial analysis and evaluate investment performance. Work closely with senior leadership on corporate strategy and capital deployment. Stay ahead of market trends and regulatory developments impacting the sector. Requirements: Background in corporate development, investment banking, or private equity. Experience in renewable energy, infrastructure, or institutional investing. Strong analytical, financial modeling, and strategic thinking skills. Ability to build relationships with internal and external stakeholders. Knowledge of energy markets, project finance, and investment structures.
Feb 21, 2025
Full time
We are working with a fund looking for a Corporate Development Manager to drive strategic growth initiatives within our renewable energy investment portfolio. In this role, you will lead market analysis, identify investment opportunities, and support capital allocation decisions to enhance their exposure to clean energy assets. Key Responsibilities: Lead strategic assessments of renewable energy investment opportunities. Develop market insights and identify new areas for growth. Support M&A transactions, joint ventures, and partnerships. Conduct financial analysis and evaluate investment performance. Work closely with senior leadership on corporate strategy and capital deployment. Stay ahead of market trends and regulatory developments impacting the sector. Requirements: Background in corporate development, investment banking, or private equity. Experience in renewable energy, infrastructure, or institutional investing. Strong analytical, financial modeling, and strategic thinking skills. Ability to build relationships with internal and external stakeholders. Knowledge of energy markets, project finance, and investment structures.
Client Support Officer
Natixis NY Branch
The Client Support Analyst position within the Global Markets Operations department will manage the post trade events and relationships with Natixis clients and all internal stakeholders. Scope is to cover all London Sales originated Fixed Income, Global Securities Financing, Treasury transactions (Sales & Trading level), Dubai Sales originated Islamic Finance business and to assist on the coverage of the Milan Middle Office desk. Take ownership and efficiency for all transaction events arising from the above-mentioned Sales and Trading scope. Establish a strong client relationship for all requests and queries that arise from their portfolio of transactions held with Natixis. Main responsibilities of the role: Strive for excellence in all processes. Promote a strong and reactive performance culture within the Clients Support group. Actively collaborate and develop strong relationships with the London Front Office desks. Ensure the best quality of service is delivered to the NATIXIS clients, i.e. Front Office Sales, Traders, and the Bank's external Clients. Communicate efficiently and adequately to transversal departments for transaction downstream chains. Support new business lines and business initiatives; apply problem solving skills to the development of new solutions for onboarding of new transactions and assert the bank's quality of post trade service for Fixed Income, Treasury, and the Islamic Finance business. Participate and propose reinforcement of ad hoc internal controls and reconciliations that should be in place across products; reduce operational risk; increase client satisfaction. Ensure a good level of knowledge of the complete lifecycle of trades, sufficient communication bridges and coordination with appropriate teams. Analyse, report appropriately and resolve any outstanding issues to prevent potential issues. Forge strong relationship with NATIXIS external Brokers. Scope to cover London Sales Capital Market (Fixed Income + Treasury + Global Securities Financing) originated transactions, Dubai Sales Islamic Finance originated transactions and Milan Middle office desk. Current Main Focus: Fixed Income transactions, Global Securities Financing + Treasury Transactions and Islamic Finance Transactions that include (Fixed Income, Treasury, Rates, FX, and Financing). Assist with Milan Fixed Income & Equity Derivative transactions. Strong adherence to the defined procedures and workflows ensuring all queries are addressed in a timely manner. Manage the post trade execution events from pre-matching to settlement queries with internal stakeholders and with clients. Take ownership and efficiency for all transaction queries arising from the above-mentioned transaction scope. Establish strong client relationships for all queries arising from their portfolio of trades with NATIXIS as well as internal FO requests. Bridge all communication with Paris Head Office in relation to Paris centralised settlements to ensure a seamless settlement with minimal exceptions. Assist with development of the Islamic Finance business at Natixis with exposure to pre-transaction execution and post-transaction life cycle processing and confirmation. Answer punctual requests from all other Natixis Global departments (e.g. Internal Audit, Compliance, Control) and revert accordingly. Assist with development of the Islamic Finance business Natixis through the various from trade inception, stakeholders involved to Operation coordination. Ensure vetting process of new Clients is complete and client declared in the systems. Forward any Client Audit requests to the relevant Audit team. Ensure all tasks in the Client Support daily checklists have been closed in vault with all non-closed items marked with 'Ongoing' and an additional comment. Required Skills/Qualifications/Experience General Skills Maximum 5 years experience working for a financial services institution. Good communication skills with Traders/Trade Support, Production/IT/Management and with other members of the team. Good commitment, reactivity, reliability on support related issues. Good autonomy with the systems and the processes. Stress resistant. Team player. Specific Skills Understand Fixed Income & Derivatives products with Client expectations. Excellent customer service-oriented approach. Strong knowledge of trade processes and trade lifecycles. Capacity to challenge and improve processes / systems. Islamic Finance knowledge nice to have, but not essential.
Feb 20, 2025
Full time
The Client Support Analyst position within the Global Markets Operations department will manage the post trade events and relationships with Natixis clients and all internal stakeholders. Scope is to cover all London Sales originated Fixed Income, Global Securities Financing, Treasury transactions (Sales & Trading level), Dubai Sales originated Islamic Finance business and to assist on the coverage of the Milan Middle Office desk. Take ownership and efficiency for all transaction events arising from the above-mentioned Sales and Trading scope. Establish a strong client relationship for all requests and queries that arise from their portfolio of transactions held with Natixis. Main responsibilities of the role: Strive for excellence in all processes. Promote a strong and reactive performance culture within the Clients Support group. Actively collaborate and develop strong relationships with the London Front Office desks. Ensure the best quality of service is delivered to the NATIXIS clients, i.e. Front Office Sales, Traders, and the Bank's external Clients. Communicate efficiently and adequately to transversal departments for transaction downstream chains. Support new business lines and business initiatives; apply problem solving skills to the development of new solutions for onboarding of new transactions and assert the bank's quality of post trade service for Fixed Income, Treasury, and the Islamic Finance business. Participate and propose reinforcement of ad hoc internal controls and reconciliations that should be in place across products; reduce operational risk; increase client satisfaction. Ensure a good level of knowledge of the complete lifecycle of trades, sufficient communication bridges and coordination with appropriate teams. Analyse, report appropriately and resolve any outstanding issues to prevent potential issues. Forge strong relationship with NATIXIS external Brokers. Scope to cover London Sales Capital Market (Fixed Income + Treasury + Global Securities Financing) originated transactions, Dubai Sales Islamic Finance originated transactions and Milan Middle office desk. Current Main Focus: Fixed Income transactions, Global Securities Financing + Treasury Transactions and Islamic Finance Transactions that include (Fixed Income, Treasury, Rates, FX, and Financing). Assist with Milan Fixed Income & Equity Derivative transactions. Strong adherence to the defined procedures and workflows ensuring all queries are addressed in a timely manner. Manage the post trade execution events from pre-matching to settlement queries with internal stakeholders and with clients. Take ownership and efficiency for all transaction queries arising from the above-mentioned transaction scope. Establish strong client relationships for all queries arising from their portfolio of trades with NATIXIS as well as internal FO requests. Bridge all communication with Paris Head Office in relation to Paris centralised settlements to ensure a seamless settlement with minimal exceptions. Assist with development of the Islamic Finance business at Natixis with exposure to pre-transaction execution and post-transaction life cycle processing and confirmation. Answer punctual requests from all other Natixis Global departments (e.g. Internal Audit, Compliance, Control) and revert accordingly. Assist with development of the Islamic Finance business Natixis through the various from trade inception, stakeholders involved to Operation coordination. Ensure vetting process of new Clients is complete and client declared in the systems. Forward any Client Audit requests to the relevant Audit team. Ensure all tasks in the Client Support daily checklists have been closed in vault with all non-closed items marked with 'Ongoing' and an additional comment. Required Skills/Qualifications/Experience General Skills Maximum 5 years experience working for a financial services institution. Good communication skills with Traders/Trade Support, Production/IT/Management and with other members of the team. Good commitment, reactivity, reliability on support related issues. Good autonomy with the systems and the processes. Stress resistant. Team player. Specific Skills Understand Fixed Income & Derivatives products with Client expectations. Excellent customer service-oriented approach. Strong knowledge of trade processes and trade lifecycles. Capacity to challenge and improve processes / systems. Islamic Finance knowledge nice to have, but not essential.
Associate Quantitative Analyst
Royal London
Associate Quantitative Analyst Date: 14 Feb 2025 Location: London, GB Company: Royal London Group Job Title: Associate Quantitative Analyst Contract Type: Permanent Location: London Working style: Hybrid 50% home/office based Closing date: 21st February 2025 We currently have an opportunity for an Associate Quantitative Analyst to join the Passive and Quantitative Equities team on a permanent basis in London. This front office role will provide support and assistance across the equity teams whilst at the same time developing the role holder into a fund manager or senior quantitative analyst. This is an exciting opportunity for an individual with strong analytical and problem-solving skills in addition to a keen interest in financial markets. About the role Assist in the development of quantitative models, tools and screens/dashboards Build tool sets and framework for working with both traditional and alternative data sets (NLP, AI, Machine Learning) Assist in the management of systematic equity strategies Contribute to the development of existing and future investment infrastructure and systems from a technology perspective. Support and provide added value to existing products. Assist desk heads with future strategy. Provide support to the Senior Quantitative Analysts in the development of trading models and systems. About you Honours degree in a highly quantitative subject. Postgraduate degree desirable. Solid mathematical grounding ideally in quantitative finance. Technical skills in a range of programming languages: Python, R, VBA, and SQL. Knowledge of traditional and alternative financial data. An understanding of and/or keen interest in equity markets and financial derivatives is of significant benefit via either work experience or study. Working towards or desire to complete CFA level 1. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable, and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme, and private medical insurance. Inclusion, diversity and belonging We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
Feb 19, 2025
Full time
Associate Quantitative Analyst Date: 14 Feb 2025 Location: London, GB Company: Royal London Group Job Title: Associate Quantitative Analyst Contract Type: Permanent Location: London Working style: Hybrid 50% home/office based Closing date: 21st February 2025 We currently have an opportunity for an Associate Quantitative Analyst to join the Passive and Quantitative Equities team on a permanent basis in London. This front office role will provide support and assistance across the equity teams whilst at the same time developing the role holder into a fund manager or senior quantitative analyst. This is an exciting opportunity for an individual with strong analytical and problem-solving skills in addition to a keen interest in financial markets. About the role Assist in the development of quantitative models, tools and screens/dashboards Build tool sets and framework for working with both traditional and alternative data sets (NLP, AI, Machine Learning) Assist in the management of systematic equity strategies Contribute to the development of existing and future investment infrastructure and systems from a technology perspective. Support and provide added value to existing products. Assist desk heads with future strategy. Provide support to the Senior Quantitative Analysts in the development of trading models and systems. About you Honours degree in a highly quantitative subject. Postgraduate degree desirable. Solid mathematical grounding ideally in quantitative finance. Technical skills in a range of programming languages: Python, R, VBA, and SQL. Knowledge of traditional and alternative financial data. An understanding of and/or keen interest in equity markets and financial derivatives is of significant benefit via either work experience or study. Working towards or desire to complete CFA level 1. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable, and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme, and private medical insurance. Inclusion, diversity and belonging We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
Investment Banker, Financial Sponsors Group, Associate
Nomura Holdings, Inc.
Job Code: 8262 Country: GB City: London Skill Category: Investment Banking Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates, and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit . Diversity, Equity & Inclusion Nomura is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all our employees. We do not discriminate on the basis of age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex, or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us. Job Title: Investment Banker, Financial Sponsors Group Corporate Title: Associate Department: Investment Banking Location: London Department Overview: Nomura's Investment Banking Division (IBD) provides a vast array of advisory and capital-raising solutions to corporations, financial institutions, governments, and public-sector organizations around the world. Our global teams act as geographic, product, and industry specialists. The Financial Sponsors Group (FSG) is an integral part of IBD and works seamlessly in collaboration with Coverage groups and products to provide comprehensive and innovative advisory, financing, and risk solutions to our Sponsor clients across global sectors such as consumer/retail/leisure, healthcare, technology, financial institutions, Greentech (including infrastructure, natural resources, and power). Role, Responsibilities & Experience Required: High-level experience of supporting the monetization of Tier 1 Sponsor client relationships and sophisticated understanding of market practice and key trends. Experience of working within Investment Banking, Transaction Services, or boutique advisory firms. The position is based in London and will report directly into the Head of EMEA Financial Sponsors Group. Distinguished academic record: consistently highly rated versus their peer group. Exceptional quantitative and analytical skills. Strong written and verbal communications skills - ability to interact confidently with clients and other professionals. Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups or regions. Ability to work under pressure in a dynamic environment in order to meet deadlines. Nomura Competencies: Culture & Conduct Contributes to desired culture. Aware of different values/styles. Maintains own and holds others to high standards of behavior. Seeks to develop. Aware of impact of own strengths/weaknesses. Learns from experience. Client-Centricity & Business Acumen Demonstrates understanding of current market. Anticipates client needs. Pays attention to detail, synthesizes accurately. Sees problems, recommends solutions. Strategy & Innovation Articulates own contributions to divisional and firm-wide strategy. Embraces and balances new/differing ways of thinking/working. Makes decisions appropriate to their role, knows when and how to escalate. Knows when/how to compromise. Responds positively to changing needs and circumstances. Is able to change direction quickly. Leadership & Collaboration Proactively participates in own and others' performance year. Assists in recruiting and onboarding new team members. Gives credit to others for positive contributions. Builds collaborative and productive working relationships. Provides on-the-job training to colleagues. Provides and listens to constructive, timely, and specific feedback to resolve conflict. Communication & Connectivity Adjusts communication style to suit topic/audience. Balances listening/talking. Communicates ideas and issues clearly and with consideration. Questions to understand others' views. Is a proven and credible resource. Builds internal network. Willingly works with others to share information. Execution & Delivery Maintains positive commitment to results. Takes on challenging assignments. Executes priority actions on-time. Keeps stakeholders updated, manages expectations. Persists when confronted with resistance. Seeks, listens to, and accepts feedback. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favorable treatment accorded to existing or potential members of staff on the grounds of race, creed, color, nationality, disability, marital status, pregnancy, gender, or sexual orientation. Right to Work Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Nomura is an Equal Opportunity Employer
Feb 18, 2025
Full time
Job Code: 8262 Country: GB City: London Skill Category: Investment Banking Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates, and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit . Diversity, Equity & Inclusion Nomura is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all our employees. We do not discriminate on the basis of age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex, or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us. Job Title: Investment Banker, Financial Sponsors Group Corporate Title: Associate Department: Investment Banking Location: London Department Overview: Nomura's Investment Banking Division (IBD) provides a vast array of advisory and capital-raising solutions to corporations, financial institutions, governments, and public-sector organizations around the world. Our global teams act as geographic, product, and industry specialists. The Financial Sponsors Group (FSG) is an integral part of IBD and works seamlessly in collaboration with Coverage groups and products to provide comprehensive and innovative advisory, financing, and risk solutions to our Sponsor clients across global sectors such as consumer/retail/leisure, healthcare, technology, financial institutions, Greentech (including infrastructure, natural resources, and power). Role, Responsibilities & Experience Required: High-level experience of supporting the monetization of Tier 1 Sponsor client relationships and sophisticated understanding of market practice and key trends. Experience of working within Investment Banking, Transaction Services, or boutique advisory firms. The position is based in London and will report directly into the Head of EMEA Financial Sponsors Group. Distinguished academic record: consistently highly rated versus their peer group. Exceptional quantitative and analytical skills. Strong written and verbal communications skills - ability to interact confidently with clients and other professionals. Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups or regions. Ability to work under pressure in a dynamic environment in order to meet deadlines. Nomura Competencies: Culture & Conduct Contributes to desired culture. Aware of different values/styles. Maintains own and holds others to high standards of behavior. Seeks to develop. Aware of impact of own strengths/weaknesses. Learns from experience. Client-Centricity & Business Acumen Demonstrates understanding of current market. Anticipates client needs. Pays attention to detail, synthesizes accurately. Sees problems, recommends solutions. Strategy & Innovation Articulates own contributions to divisional and firm-wide strategy. Embraces and balances new/differing ways of thinking/working. Makes decisions appropriate to their role, knows when and how to escalate. Knows when/how to compromise. Responds positively to changing needs and circumstances. Is able to change direction quickly. Leadership & Collaboration Proactively participates in own and others' performance year. Assists in recruiting and onboarding new team members. Gives credit to others for positive contributions. Builds collaborative and productive working relationships. Provides on-the-job training to colleagues. Provides and listens to constructive, timely, and specific feedback to resolve conflict. Communication & Connectivity Adjusts communication style to suit topic/audience. Balances listening/talking. Communicates ideas and issues clearly and with consideration. Questions to understand others' views. Is a proven and credible resource. Builds internal network. Willingly works with others to share information. Execution & Delivery Maintains positive commitment to results. Takes on challenging assignments. Executes priority actions on-time. Keeps stakeholders updated, manages expectations. Persists when confronted with resistance. Seeks, listens to, and accepts feedback. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favorable treatment accorded to existing or potential members of staff on the grounds of race, creed, color, nationality, disability, marital status, pregnancy, gender, or sexual orientation. Right to Work Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Nomura is an Equal Opportunity Employer
Senior Fullstack Engineer
Sylvera Limited
What is Sylvera anyway? Sylvera provides carbon data for genuine climate impact. Our mission is to incentivize investment in real climate action. Purchasing credits through the carbon markets is one of the most established and scalable ways to channel finance from the private sector to effective climate solutions and work toward societal net zero. Unfortunately, the voluntary carbon markets have been plagued with mistrust and a lack of effectiveness since they've emerged - until Sylvera. To help organizations ensure they're making the most effective investments, Sylvera builds software that independently and accurately automates the evaluation of carbon projects that capture, remove, or avoid emissions. With Sylvera's data and tools, businesses and governments can confidently invest in, benchmark, deliver, and report real climate impact. Our team is made up of leading minds in climate change from scientists to policy, finance and carbon market experts. We work in partnership with scientific organisations, universities, governments and think tanks to develop and test rigorous and holistic ratings methodologies, leveraging the latest technology. Founded in 2020, Sylvera has employees worldwide with offices in London, New York, Belgrade and Singapore. We've raised over $96million from leading VCs like Balderton Capital, Index Ventures and Insight Partners to date. What will I be doing? As a Senior Fullstack Engineer, you will play a key role by automating and enhancing the evaluation of climate project quality across diverse project types. Collaborating closely with internal stakeholders, you'll identify workflow bottlenecks, propose scalable solutions, and develop REST APIs to support our frontend applications. Your contributions will ensure our tools are efficient, flexible, and equipped to handle a growing portfolio of climate projects. Technical Proficiency: Quickly onboard and work effectively with our current stack: Node.js, AWS, Snowflake, PostgreSQL, and React. Partner with the rest of the team to deliver complete and integrated user solutions. Build and maintain platform capabilities, including APIs and front-end components, for seamless integration with internal and external tools. Problem-Solving: Design architectures and frameworks aligned with business goals to support rapid growth. Identify and address inefficiencies in development processes, ensuring reliability and scalability. Collaboration: Engage with internal stakeholders to understand business needs and translate them into technical solutions. Work across teams to improve workflows, standardize testing, versioning, and metadata management processes. We're looking for someone who: Has full-stack engineering experience, including data platforms and building RESTful APIs. Can quickly adapt to unfamiliar tech stacks, including low-code systems. Consistently delivers high-quality, end-to-end solutions. Has expertise in designing and scaling production-grade systems. Is experienced in collaborating with stakeholders to develop well-tested solutions. Has strong communication skills to adapt well to our highly collaborative environment. Cares deeply about the climate and ecosystems of the earth. Is a self-starter who thrives in constantly evolving environments, ideally with startup experience. We'd like someone highly ambitious, motivated and eager to propel their career forward. We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Tech Stack We're tech agnostic when hiring, so you don't need experience with this stack to apply. If you're not familiar with this stack, then it's a great opportunity to join our team and learn new technologies (and we'll support that). Node.js Typescript Python REST API standards AWS as our cloud service provider Serverless technologies (Lambda, SQS, SNS, SES) PostgreSQL Snowflake Docker Circle.ci Sentry DataDog Benefits Equity in a rapidly growing startup Private Health Insurance and Life Assurance Unlimited annual leave Enhanced parental leave Access to Mental Health support via Spill Office bar tab once a month Weekly drinks in the office Catered lunch once a month in office Monthly Deliveroo/equivalent allowance once a month Location We work flexibly but encourage people to come in regularly to our great office in Old St. Our Values Own it: We make new mistakes. We build on the momentum of our wins and reflect on and learn from our failures. Stay curious: We keep our focus on the long-term, even if that means short-term challenges. Do what's right - even when it's hard: We take a growth mindset to our work, our customers, our market and the opportunities ahead of us. Collaborate and challenge with empathy: Our teams deliver through active collaboration. We invest in each others' success and make the company stronger in the long-run. Empower Customers: Make extraordinary efforts to exceed our customer expectations. If we're serving our customers to the fullest, we can help direct more investment into real climate impact. What if you're a partial fit? We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Equal employment opportunity Sylvera is an equal opportunity employer: we value diversity. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Feb 17, 2025
Full time
What is Sylvera anyway? Sylvera provides carbon data for genuine climate impact. Our mission is to incentivize investment in real climate action. Purchasing credits through the carbon markets is one of the most established and scalable ways to channel finance from the private sector to effective climate solutions and work toward societal net zero. Unfortunately, the voluntary carbon markets have been plagued with mistrust and a lack of effectiveness since they've emerged - until Sylvera. To help organizations ensure they're making the most effective investments, Sylvera builds software that independently and accurately automates the evaluation of carbon projects that capture, remove, or avoid emissions. With Sylvera's data and tools, businesses and governments can confidently invest in, benchmark, deliver, and report real climate impact. Our team is made up of leading minds in climate change from scientists to policy, finance and carbon market experts. We work in partnership with scientific organisations, universities, governments and think tanks to develop and test rigorous and holistic ratings methodologies, leveraging the latest technology. Founded in 2020, Sylvera has employees worldwide with offices in London, New York, Belgrade and Singapore. We've raised over $96million from leading VCs like Balderton Capital, Index Ventures and Insight Partners to date. What will I be doing? As a Senior Fullstack Engineer, you will play a key role by automating and enhancing the evaluation of climate project quality across diverse project types. Collaborating closely with internal stakeholders, you'll identify workflow bottlenecks, propose scalable solutions, and develop REST APIs to support our frontend applications. Your contributions will ensure our tools are efficient, flexible, and equipped to handle a growing portfolio of climate projects. Technical Proficiency: Quickly onboard and work effectively with our current stack: Node.js, AWS, Snowflake, PostgreSQL, and React. Partner with the rest of the team to deliver complete and integrated user solutions. Build and maintain platform capabilities, including APIs and front-end components, for seamless integration with internal and external tools. Problem-Solving: Design architectures and frameworks aligned with business goals to support rapid growth. Identify and address inefficiencies in development processes, ensuring reliability and scalability. Collaboration: Engage with internal stakeholders to understand business needs and translate them into technical solutions. Work across teams to improve workflows, standardize testing, versioning, and metadata management processes. We're looking for someone who: Has full-stack engineering experience, including data platforms and building RESTful APIs. Can quickly adapt to unfamiliar tech stacks, including low-code systems. Consistently delivers high-quality, end-to-end solutions. Has expertise in designing and scaling production-grade systems. Is experienced in collaborating with stakeholders to develop well-tested solutions. Has strong communication skills to adapt well to our highly collaborative environment. Cares deeply about the climate and ecosystems of the earth. Is a self-starter who thrives in constantly evolving environments, ideally with startup experience. We'd like someone highly ambitious, motivated and eager to propel their career forward. We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Tech Stack We're tech agnostic when hiring, so you don't need experience with this stack to apply. If you're not familiar with this stack, then it's a great opportunity to join our team and learn new technologies (and we'll support that). Node.js Typescript Python REST API standards AWS as our cloud service provider Serverless technologies (Lambda, SQS, SNS, SES) PostgreSQL Snowflake Docker Circle.ci Sentry DataDog Benefits Equity in a rapidly growing startup Private Health Insurance and Life Assurance Unlimited annual leave Enhanced parental leave Access to Mental Health support via Spill Office bar tab once a month Weekly drinks in the office Catered lunch once a month in office Monthly Deliveroo/equivalent allowance once a month Location We work flexibly but encourage people to come in regularly to our great office in Old St. Our Values Own it: We make new mistakes. We build on the momentum of our wins and reflect on and learn from our failures. Stay curious: We keep our focus on the long-term, even if that means short-term challenges. Do what's right - even when it's hard: We take a growth mindset to our work, our customers, our market and the opportunities ahead of us. Collaborate and challenge with empathy: Our teams deliver through active collaboration. We invest in each others' success and make the company stronger in the long-run. Empower Customers: Make extraordinary efforts to exceed our customer expectations. If we're serving our customers to the fullest, we can help direct more investment into real climate impact. What if you're a partial fit? We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Equal employment opportunity Sylvera is an equal opportunity employer: we value diversity. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
GBM - London - Equities Execution Client Service Ops Analyst
WeAreTechWomen
YOUR IMPACT Are you passionate about client service, risk management and Equities markets? Do you enjoy working in a dynamic and fast paced environment? We're looking for an experienced professional to join our Equities Client Ops team in London. Successful candidates will be required to use their skills to partner with Sales/Trading, Engineering and other multiple operations teams to facilitate the growth of the Post trade Equity Global Business and to service our top tier clients. Additionally, you will be required to utilize BI tools to increase STP rates and participate in projects to facilitate new business, scale and efficiency. OUR IMPACT Equities Client Ops within Global Banking & Markets division, facilitates the full post trade life cycle management of cash equities, prime brokerage and synthetics. Our top tier clients range from global asset managers to private banks. As well as day to day trade management, middle office initiatives are focused on increasing STP and reducing settlement fails to drive scale across the GBM business; with an emphasis on also improving the client experience. RESPONSIBILITIES Products and Markets/Risk Management: Understand the products, nuances across global markets (Asia, EMEA, Americas) and business supported by the team Liaise with Sales to ensure timely/accurate booking of new trades and amendments to existing bookings Ensure correct timely allocation for executed trades Identify and reconcile trade booking errors Pre-matching and management of fails and settlement issues Focus on critical market allocations, pre-matching through to settlements Relationship management: Establish strong working relationship with the Business and other teams such as Engineering and Operations teams Build a strong partnership with our clients to improve the pre-matching/allocation process and client service Assist other business units on trade related queries, acting as an intermediary and liaising with Sales where necessary. Identify process inefficiencies and actively contribute to process re-engineering to improve trade flow Drive change by implementing new initiatives/projects Mentor, coach & guide junior members of the team SKILLS AND EXPERIENCE 1-3 Years of experience in a Middle Office role Excellent client service skills with experience gained within a fast-paced Client Service/Operational role Strong Team-working skills - for working with both internal departments in London and globally Excellent communication and interpersonal skills Ability to thrive under pressure Ability to work in dynamic environment, proven history of being able to react to changing priorities Product knowledge - ideally of equities cash (confirmations and/or settlements) and or Equities derivative products Track record in the development of client relationships with key stakeholders, both internally and externally Preferred knowledge of global markets, CTM, DTCC, Traiana, Prime Brokerage, Synthetics 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
Feb 17, 2025
Full time
YOUR IMPACT Are you passionate about client service, risk management and Equities markets? Do you enjoy working in a dynamic and fast paced environment? We're looking for an experienced professional to join our Equities Client Ops team in London. Successful candidates will be required to use their skills to partner with Sales/Trading, Engineering and other multiple operations teams to facilitate the growth of the Post trade Equity Global Business and to service our top tier clients. Additionally, you will be required to utilize BI tools to increase STP rates and participate in projects to facilitate new business, scale and efficiency. OUR IMPACT Equities Client Ops within Global Banking & Markets division, facilitates the full post trade life cycle management of cash equities, prime brokerage and synthetics. Our top tier clients range from global asset managers to private banks. As well as day to day trade management, middle office initiatives are focused on increasing STP and reducing settlement fails to drive scale across the GBM business; with an emphasis on also improving the client experience. RESPONSIBILITIES Products and Markets/Risk Management: Understand the products, nuances across global markets (Asia, EMEA, Americas) and business supported by the team Liaise with Sales to ensure timely/accurate booking of new trades and amendments to existing bookings Ensure correct timely allocation for executed trades Identify and reconcile trade booking errors Pre-matching and management of fails and settlement issues Focus on critical market allocations, pre-matching through to settlements Relationship management: Establish strong working relationship with the Business and other teams such as Engineering and Operations teams Build a strong partnership with our clients to improve the pre-matching/allocation process and client service Assist other business units on trade related queries, acting as an intermediary and liaising with Sales where necessary. Identify process inefficiencies and actively contribute to process re-engineering to improve trade flow Drive change by implementing new initiatives/projects Mentor, coach & guide junior members of the team SKILLS AND EXPERIENCE 1-3 Years of experience in a Middle Office role Excellent client service skills with experience gained within a fast-paced Client Service/Operational role Strong Team-working skills - for working with both internal departments in London and globally Excellent communication and interpersonal skills Ability to thrive under pressure Ability to work in dynamic environment, proven history of being able to react to changing priorities Product knowledge - ideally of equities cash (confirmations and/or settlements) and or Equities derivative products Track record in the development of client relationships with key stakeholders, both internally and externally Preferred knowledge of global markets, CTM, DTCC, Traiana, Prime Brokerage, Synthetics 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
Business Development Manager (DB)
Just Group plc
We're a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly. With the defined benefit buy in / buy out space growing each year, Just continues to annually grow its business by over £2bn of assets. We are a purpose driven company with compelling and credible goals. Quite simply, we help people achieve a better later life. We achieve this by providing competitive and innovative products, services, financial advice and guidance to help our customers achieve security, certainty and provide them with peace of mind in retirement. That's who we are. We're a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. Purpose Own and manage long term relationships with Employee Benefit Consultants (EBCs), independent trustees and other market stakeholders such as lawyers and advisers. Deliver sales of Defined Benefit (DB) business through the relationships that have been developed with the EBCs. Additional focus to work with other Deal Managers to manage end to end managing of the bulk quotation platform, originating material volumes of profitable DB Risk Transfer business. Job Role Accountabilities Build and manage long term relationships with allocated EBCs and other market stakeholders such as lawyers to drive sales and maintain/improve JR's reputation in the DB market, including clear account plans for allocated EBCs. Assist in delivery of the business plan to achieve the DB metrics, actively looking for opportunities to maximise profit. Lead on own pipeline schemes from quotation to transaction ensuring effective risk management of the legals, including obtaining the required approvals from the relevant individuals. Work with the Reinsurance Lead and Head of Reinsurance Relationships to ensure all relevant cases are presented to possible reinsurers. Contribute to the detailed sales pipeline report and other MI as required and provide updates of pipeline to team meetings. Build and maintain strong relationships with Pricing, Transition and Operations, enabling strong process/working together. Assist in delivering suitable marketing materials (including scheme specific information) to ensure that they deliver the correct message in a coherent and compliant nature. Participate and where appropriate organise relevant marketing events for external clients. Attend relevant forums and meetings as required. Provide assistance/cover to business development team members. Skills and Knowledge Good level of business acumen. Problem analysis and resolution skills. Ability to cope with conflict and crisis situations. Capable of working collaboratively and effectively, understanding resource implications. Excellent verbal, written communication, and interpersonal skills. Open minded and willing to engage in challenge. Good degree of understanding of the products and services provided by the Group, the markets, and the regulatory/legal framework that the Group operates within. Knowledge of the DB de-risking market, pricing of DB liabilities and associated metrics, Annuity products and pricing systems, Solvency II capital requirements and Reinsurance arrangements. Proactive approach to integrating technology into daily tasks and processes. Experience Experience gained in the Life Insurance industry. Defined benefit experience and knowledge of current Pensions legislation. Experience in the bulk annuity market. Why Just? We are committed to building a more sustainable business and have publicly committed to reduce our scope 3 emissions to Net Zero by 2050 and our scope 1 and 2 emissions to Net Zero by 2025. We've made good progress so far and encourage our people to make small and meaningful changes in their everyday lives, so that we can protect our planet for future generations. Diversity, Equity and inclusion (DE&I) is a key priority for Just as part of our overall strategy, ensuring all of our people feel proud to work at Just. We have joined a number of initiatives including the Race at Work Charter, designed to improve outcomes for employees from underrepresented backgrounds. We also run a Reciprocal Mentoring scheme for employees from a BAME background, those with a disability and those who identify as LGBTQ+. There are multiple employee network groups, which champion issues including race, gender, social mobility and neurodiversity. What's clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other.
Feb 16, 2025
Full time
We're a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly. With the defined benefit buy in / buy out space growing each year, Just continues to annually grow its business by over £2bn of assets. We are a purpose driven company with compelling and credible goals. Quite simply, we help people achieve a better later life. We achieve this by providing competitive and innovative products, services, financial advice and guidance to help our customers achieve security, certainty and provide them with peace of mind in retirement. That's who we are. We're a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. Purpose Own and manage long term relationships with Employee Benefit Consultants (EBCs), independent trustees and other market stakeholders such as lawyers and advisers. Deliver sales of Defined Benefit (DB) business through the relationships that have been developed with the EBCs. Additional focus to work with other Deal Managers to manage end to end managing of the bulk quotation platform, originating material volumes of profitable DB Risk Transfer business. Job Role Accountabilities Build and manage long term relationships with allocated EBCs and other market stakeholders such as lawyers to drive sales and maintain/improve JR's reputation in the DB market, including clear account plans for allocated EBCs. Assist in delivery of the business plan to achieve the DB metrics, actively looking for opportunities to maximise profit. Lead on own pipeline schemes from quotation to transaction ensuring effective risk management of the legals, including obtaining the required approvals from the relevant individuals. Work with the Reinsurance Lead and Head of Reinsurance Relationships to ensure all relevant cases are presented to possible reinsurers. Contribute to the detailed sales pipeline report and other MI as required and provide updates of pipeline to team meetings. Build and maintain strong relationships with Pricing, Transition and Operations, enabling strong process/working together. Assist in delivering suitable marketing materials (including scheme specific information) to ensure that they deliver the correct message in a coherent and compliant nature. Participate and where appropriate organise relevant marketing events for external clients. Attend relevant forums and meetings as required. Provide assistance/cover to business development team members. Skills and Knowledge Good level of business acumen. Problem analysis and resolution skills. Ability to cope with conflict and crisis situations. Capable of working collaboratively and effectively, understanding resource implications. Excellent verbal, written communication, and interpersonal skills. Open minded and willing to engage in challenge. Good degree of understanding of the products and services provided by the Group, the markets, and the regulatory/legal framework that the Group operates within. Knowledge of the DB de-risking market, pricing of DB liabilities and associated metrics, Annuity products and pricing systems, Solvency II capital requirements and Reinsurance arrangements. Proactive approach to integrating technology into daily tasks and processes. Experience Experience gained in the Life Insurance industry. Defined benefit experience and knowledge of current Pensions legislation. Experience in the bulk annuity market. Why Just? We are committed to building a more sustainable business and have publicly committed to reduce our scope 3 emissions to Net Zero by 2050 and our scope 1 and 2 emissions to Net Zero by 2025. We've made good progress so far and encourage our people to make small and meaningful changes in their everyday lives, so that we can protect our planet for future generations. Diversity, Equity and inclusion (DE&I) is a key priority for Just as part of our overall strategy, ensuring all of our people feel proud to work at Just. We have joined a number of initiatives including the Race at Work Charter, designed to improve outcomes for employees from underrepresented backgrounds. We also run a Reciprocal Mentoring scheme for employees from a BAME background, those with a disability and those who identify as LGBTQ+. There are multiple employee network groups, which champion issues including race, gender, social mobility and neurodiversity. What's clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other.
Senior Legal Consultant - Distressed
9fin
About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it's in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. About the role 9fin is looking for a senior legal consultant to join the groundbreaking news team covering the European distressed debt and restructuring market. If you're a lawyer with extensive experience in distressed debt and restructuring and a knack for decoding and explaining this complex market, we want to work with you! What you'll work on Every day is different, but here's an example of the kind of things you'll work on: Breaking news - You'll help our team with real-time coverage of bankruptcy hearings, and summaries/analysis of all important filings within a bankruptcy docket Deep-dive reports - You'll produce detailed reports covering the many technical aspects of complex restructuring cases on specific distressed situations, often collaborating with journalists and analysts Generating ideas - You'll provide a consistent stream of new ideas, whether that's identifying new situations to cover, or thinking up new ways to cover them Advancing docket technology - You'll help advance our docket technology to track and covering in-court processes, helping ensure timely and comprehensive coverage of cases Requirements This role will be a great fit if you are: Experienced - 5+ years working as part of an established corporate restructuring practice, or equivalent clerkships under a bankruptcy judge An exemplary communicator - Clear and concise in written and verbal language, and able to explain complex ideas in simple terms A team player - Can work with other experts in the 9fin content team to produce market-leading reports Detail-oriented - Thrives on digging into the intricacies of specific cases and individual credits Knowledgeable - Has a deep understanding of covenant analysis, the recent EU directive and new UK restructuring regimes Our benefits We're a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance Competitive Salary (our salary bands are benchmarked at the top end of the market) Equity options Pension (your minimum contributions are 4% with 9fin matching up to 7%) Private Medical Insurance Paid sick leave with Income Protection for long periods of illness Group Life Assurance Season Ticket Loan & Cycle to Work schemes Time off 25 holiday days per year Local public holidays (with the ability to exchange them for alternative days) Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work Work abroad for up to 3 months a year 1 month paid sabbatical after 5 years of service Enhanced parental leave & flexible working arrangements available Training & Culture Professional learning and development budget Quarterly team socials Summer and Winter company social events A note from the hiring manager This is an opportunity to work alongside numerous experts in their respective fields within the restructuring industry, including journalists, analysts, lawyers and engineers. There are opportunities galore to explore the most interesting legal issues in the European restructuring regimes, and to become known as a leading voice that practitioners turn to first to get things right. - Max Frumes, Global Head of Distressed and Restructuring 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you're excited about this role but your experience doesn't perfectly align with the job description, we encourage you to apply anyway. You might just be who we're looking for - either for this role, or perhaps another.
Feb 15, 2025
Full time
About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it's in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. About the role 9fin is looking for a senior legal consultant to join the groundbreaking news team covering the European distressed debt and restructuring market. If you're a lawyer with extensive experience in distressed debt and restructuring and a knack for decoding and explaining this complex market, we want to work with you! What you'll work on Every day is different, but here's an example of the kind of things you'll work on: Breaking news - You'll help our team with real-time coverage of bankruptcy hearings, and summaries/analysis of all important filings within a bankruptcy docket Deep-dive reports - You'll produce detailed reports covering the many technical aspects of complex restructuring cases on specific distressed situations, often collaborating with journalists and analysts Generating ideas - You'll provide a consistent stream of new ideas, whether that's identifying new situations to cover, or thinking up new ways to cover them Advancing docket technology - You'll help advance our docket technology to track and covering in-court processes, helping ensure timely and comprehensive coverage of cases Requirements This role will be a great fit if you are: Experienced - 5+ years working as part of an established corporate restructuring practice, or equivalent clerkships under a bankruptcy judge An exemplary communicator - Clear and concise in written and verbal language, and able to explain complex ideas in simple terms A team player - Can work with other experts in the 9fin content team to produce market-leading reports Detail-oriented - Thrives on digging into the intricacies of specific cases and individual credits Knowledgeable - Has a deep understanding of covenant analysis, the recent EU directive and new UK restructuring regimes Our benefits We're a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance Competitive Salary (our salary bands are benchmarked at the top end of the market) Equity options Pension (your minimum contributions are 4% with 9fin matching up to 7%) Private Medical Insurance Paid sick leave with Income Protection for long periods of illness Group Life Assurance Season Ticket Loan & Cycle to Work schemes Time off 25 holiday days per year Local public holidays (with the ability to exchange them for alternative days) Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work Work abroad for up to 3 months a year 1 month paid sabbatical after 5 years of service Enhanced parental leave & flexible working arrangements available Training & Culture Professional learning and development budget Quarterly team socials Summer and Winter company social events A note from the hiring manager This is an opportunity to work alongside numerous experts in their respective fields within the restructuring industry, including journalists, analysts, lawyers and engineers. There are opportunities galore to explore the most interesting legal issues in the European restructuring regimes, and to become known as a leading voice that practitioners turn to first to get things right. - Max Frumes, Global Head of Distressed and Restructuring 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you're excited about this role but your experience doesn't perfectly align with the job description, we encourage you to apply anyway. You might just be who we're looking for - either for this role, or perhaps another.
Head of EU Policy and Regulatory Affairs
CFA Institute
Head of EU Policy and Regulatory Affairs Head of EU Policy and Regulatory Affairs Apply locations London time type Full time posted on Posted 10 Days Ago job requisition id R-2064 CFA Institute is seeking a Head of EU Policy and Regulatory Affairs (Formal Title: Director, Capital Markets Policy, EU) to play a leading role in our advocacy efforts across the European Union (EU) and European Economic Area (EEA). Based in London, this exciting position offers the opportunity to lead impactful policy research, represent our voice in regulatory discussions, and work closely with European CFA societies to deliver on our mission to build trust and transparency in global financial markets. This role focuses on critical policy development areas affecting European capital markets in general and the investment industry in particular. Topics of strategic interest for CFA Institute include broadly: investor protection, market integrity, the development of the Capital Markets Union (CMU) and the rise of private markets, the retail investment agenda, sustainable finance, digital finance, the development of a pan-European pension strategy, as well as systemic risk related to non-bank financial institutions. The primary functions include policy research and regulatory outreach, ensuring our positions resonate across the region's financial ecosystem. A cornerstone of the position is fostering collaboration with Europe-based CFA member societies and nurturing a network of contacts at key regulatory authorities to maximize the impact of our policy views. By building consensus and aligning efforts you will strengthen our Advocacy and Policy Research strategy across the region. Success will depend on effective regulatory and institutional outreach, achieved through close partnerships with local societies in coordination with our Society Relations department. This position offers the opportunity to drive meaningful change in the region's financial markets, ensuring CFA Institute remains a trusted voice in advancing market integrity and investor protection. What You'll Do Your key responsibilities will include: Strategic Advocacy: Design and implement a comprehensive advocacy strategy for the region, aligned with CFA Institute's global goals. Policy Research and Thought Leadership: Conduct high-quality research and author impactful white papers to support the strategy and align with the organization's thematic priorities. Regulatory Outreach: Build meaningful relationships with regulators, policymakers, and industry stakeholders, representing CFA Institute's positions on key topics and driving public awareness campaigns. Collaboration with CFA Societies: Work closely with Europe-based CFA societies to foster consensus, build engagement, and amplify advocacy efforts through strong local partnerships. Speaking and Public Engagement: Represent CFA Institute at conferences, society events, and in media interviews, elevating our voice and influence on capital markets policy. What We're Looking For We're searching for an experienced and motivated professional who can combine thought leadership, regulatory expertise, and relationship-building skills to create real impact. The ideal candidate will have: Educational Background: A master's degree in finance, economics, or law (PhD a plus), with a deep understanding of EU/EEA regulatory frameworks (e.g., MiFID, SFDR, CSRD). CFA Charter preferred but not mandatory. Professional Experience: Substantial experience in investment management, financial services, or policymaking, with a focus on EU policy and regulatory issues related to capital markets. Communication Skills: Advanced persuasive writing and public speaking abilities, with the confidence to present to large audiences and engage high-level stakeholders. Ability to navigate potentially difficult political discussions. Collaborative Leadership: Proven ability to build strong relationships, manage complex projects, and lead cross-functional initiatives. Language Skills: Fluency in English is essential; proficiency in other European languages also expected. This role is based in London, with a hybrid working arrangement (2 days in office requirements). Additionally, there will be approximately 25% European business travel. At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary Range: £90,000 - £110,000 per year Other benefits include eligibility for annual incentives, 12% pension employer contribution, and competitive medical benefits. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals. About CFA Institute CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click "Apply" and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow on LinkedIn and X. We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location. If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.
Feb 15, 2025
Full time
Head of EU Policy and Regulatory Affairs Head of EU Policy and Regulatory Affairs Apply locations London time type Full time posted on Posted 10 Days Ago job requisition id R-2064 CFA Institute is seeking a Head of EU Policy and Regulatory Affairs (Formal Title: Director, Capital Markets Policy, EU) to play a leading role in our advocacy efforts across the European Union (EU) and European Economic Area (EEA). Based in London, this exciting position offers the opportunity to lead impactful policy research, represent our voice in regulatory discussions, and work closely with European CFA societies to deliver on our mission to build trust and transparency in global financial markets. This role focuses on critical policy development areas affecting European capital markets in general and the investment industry in particular. Topics of strategic interest for CFA Institute include broadly: investor protection, market integrity, the development of the Capital Markets Union (CMU) and the rise of private markets, the retail investment agenda, sustainable finance, digital finance, the development of a pan-European pension strategy, as well as systemic risk related to non-bank financial institutions. The primary functions include policy research and regulatory outreach, ensuring our positions resonate across the region's financial ecosystem. A cornerstone of the position is fostering collaboration with Europe-based CFA member societies and nurturing a network of contacts at key regulatory authorities to maximize the impact of our policy views. By building consensus and aligning efforts you will strengthen our Advocacy and Policy Research strategy across the region. Success will depend on effective regulatory and institutional outreach, achieved through close partnerships with local societies in coordination with our Society Relations department. This position offers the opportunity to drive meaningful change in the region's financial markets, ensuring CFA Institute remains a trusted voice in advancing market integrity and investor protection. What You'll Do Your key responsibilities will include: Strategic Advocacy: Design and implement a comprehensive advocacy strategy for the region, aligned with CFA Institute's global goals. Policy Research and Thought Leadership: Conduct high-quality research and author impactful white papers to support the strategy and align with the organization's thematic priorities. Regulatory Outreach: Build meaningful relationships with regulators, policymakers, and industry stakeholders, representing CFA Institute's positions on key topics and driving public awareness campaigns. Collaboration with CFA Societies: Work closely with Europe-based CFA societies to foster consensus, build engagement, and amplify advocacy efforts through strong local partnerships. Speaking and Public Engagement: Represent CFA Institute at conferences, society events, and in media interviews, elevating our voice and influence on capital markets policy. What We're Looking For We're searching for an experienced and motivated professional who can combine thought leadership, regulatory expertise, and relationship-building skills to create real impact. The ideal candidate will have: Educational Background: A master's degree in finance, economics, or law (PhD a plus), with a deep understanding of EU/EEA regulatory frameworks (e.g., MiFID, SFDR, CSRD). CFA Charter preferred but not mandatory. Professional Experience: Substantial experience in investment management, financial services, or policymaking, with a focus on EU policy and regulatory issues related to capital markets. Communication Skills: Advanced persuasive writing and public speaking abilities, with the confidence to present to large audiences and engage high-level stakeholders. Ability to navigate potentially difficult political discussions. Collaborative Leadership: Proven ability to build strong relationships, manage complex projects, and lead cross-functional initiatives. Language Skills: Fluency in English is essential; proficiency in other European languages also expected. This role is based in London, with a hybrid working arrangement (2 days in office requirements). Additionally, there will be approximately 25% European business travel. At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary Range: £90,000 - £110,000 per year Other benefits include eligibility for annual incentives, 12% pension employer contribution, and competitive medical benefits. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals. About CFA Institute CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees' well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click "Apply" and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow on LinkedIn and X. We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, caregiver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location. If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.
Emissions Analyst, Sustainability, Agribusiness Research
International Foodservice Manufacturers Association
About the Role: Grade Level (for internal use): 09 Grade level: 9 Location: UK The Team: We are currently looking for a Sustainability Analyst to join S&P Global Commodity Insights' dynamic Agribusiness Research, to help drive Agribusiness Sustainability data and insights subscription services. The Agribusiness group offers data and research solutions on major crops and food commodities, fertilizers, biofuels, crop science, and animal health. Work schedule: Full time The Role : We are seeking a highly skilled and motivated Emissions Analyst specializing in agriculture to join our team. These include researching, gathering data, and developing insights on ESG trends and risks in Agribusiness, regulatory frameworks, emissions, and carbon negative opportunities for the industry. Responsibilities: You will play a crucial role in our organization by providing expertise in agricultural emissions and other ESG aspects as well as analyze and assess the environmental impact of agricultural practice and processes. You are applying for a dynamic career path within a passionate and fast paced environment. More specifically, responsibilities include: Perform emissions calculations to quantify GHG with agricultural activities such as crop production, livestock farming, and land use changes, in strong collaboration with the Centre for Emissions Excellence and the Data Science teams at S&P Global Commodity Insights. Employ relevant models and tools to evaluate the environmental performance and sustainability of various agricultural systems, practices and technologies. Conduct economic modelling to assess the costs and benefits of implementing emission reduction strategies and identify opportunities for improving resource efficiency in agriculture. Stay up-to-date with the latest research, methodologies and regulations related to agricultural sustainability. Harness existing data sets, identify new data sets for collection and analysis and conduct rigorous reviews of the quality of that information Engage with customers and potential customers, demonstrating expertise and acting as ambassador for S&P Global pursuit of analytical excellence Your Qualifications: Bachelor's or master's degree in a relevant field such as environmental science, agriculture economics, or other related disciplines At least 3 years of experience in related fields Strong expertise in emissions calculation methodologies, particularly in the context of agricultural activities Experience with performing Life Cycle Assessments (LCA) of agricultural value chain is highly desirable Familiarity with agricultural systems, practices, technologies and their associated emissions Experience working in sustainability in a corporate environment is preferred Strong analytical skills with acute attention to detail Strong project management skills Excellent spoken and written English skills. Your Soft Skills: A strong interest in sustainability and agribusiness The ability to work independently and in an organized manner Goal and team-orientation Innovative thinking and proactive behavior Strong communication and presentation skills About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. We're a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights' coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:" "and your request will be forwarded to the appropriate person." US Candidates Only: The EEO is the Law Poster " describes discrimination protections under federal law. - 20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning) Job ID: 299431 Posted On: 2024-03-27 Location: London, United Kingdom
Feb 15, 2025
Full time
About the Role: Grade Level (for internal use): 09 Grade level: 9 Location: UK The Team: We are currently looking for a Sustainability Analyst to join S&P Global Commodity Insights' dynamic Agribusiness Research, to help drive Agribusiness Sustainability data and insights subscription services. The Agribusiness group offers data and research solutions on major crops and food commodities, fertilizers, biofuels, crop science, and animal health. Work schedule: Full time The Role : We are seeking a highly skilled and motivated Emissions Analyst specializing in agriculture to join our team. These include researching, gathering data, and developing insights on ESG trends and risks in Agribusiness, regulatory frameworks, emissions, and carbon negative opportunities for the industry. Responsibilities: You will play a crucial role in our organization by providing expertise in agricultural emissions and other ESG aspects as well as analyze and assess the environmental impact of agricultural practice and processes. You are applying for a dynamic career path within a passionate and fast paced environment. More specifically, responsibilities include: Perform emissions calculations to quantify GHG with agricultural activities such as crop production, livestock farming, and land use changes, in strong collaboration with the Centre for Emissions Excellence and the Data Science teams at S&P Global Commodity Insights. Employ relevant models and tools to evaluate the environmental performance and sustainability of various agricultural systems, practices and technologies. Conduct economic modelling to assess the costs and benefits of implementing emission reduction strategies and identify opportunities for improving resource efficiency in agriculture. Stay up-to-date with the latest research, methodologies and regulations related to agricultural sustainability. Harness existing data sets, identify new data sets for collection and analysis and conduct rigorous reviews of the quality of that information Engage with customers and potential customers, demonstrating expertise and acting as ambassador for S&P Global pursuit of analytical excellence Your Qualifications: Bachelor's or master's degree in a relevant field such as environmental science, agriculture economics, or other related disciplines At least 3 years of experience in related fields Strong expertise in emissions calculation methodologies, particularly in the context of agricultural activities Experience with performing Life Cycle Assessments (LCA) of agricultural value chain is highly desirable Familiarity with agricultural systems, practices, technologies and their associated emissions Experience working in sustainability in a corporate environment is preferred Strong analytical skills with acute attention to detail Strong project management skills Excellent spoken and written English skills. Your Soft Skills: A strong interest in sustainability and agribusiness The ability to work independently and in an organized manner Goal and team-orientation Innovative thinking and proactive behavior Strong communication and presentation skills About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. We're a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights' coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:" "and your request will be forwarded to the appropriate person." US Candidates Only: The EEO is the Law Poster " describes discrimination protections under federal law. - 20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning) Job ID: 299431 Posted On: 2024-03-27 Location: London, United Kingdom
Controllers-London-Vice President-Quantitative Engineering
Illinois CPA Society
What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets . The Controllers division is responsible for financial control and regulatory obligations of the firm. They safeguard the assets of the firm through an independent scrutiny of the financial information and ensure accurate reporting to internal and external consumers. They provide critical metrics and related analysis to the firm's and divisions' leadership to navigate the evolving business strategy, including incumbent and strategic initiatives. Controllers play an important role in the changing landscape of the firm, including its new business ventures and acquisitions, and ensure that these new initiatives are in line with the regulatory expectations as well as controlled in terms of their incorporation into the firm Finance engineers help ensure the firm meets all of its financial control and reporting obligations. Working in small and nimble teams, we build critical and complex software to calculate profit and loss (P&L), independently verify valuations, measure and optimize the firm's capital, balance sheet and liquidity metrics, and regulatory filings across the globe. OUR Impact: Controllers Strats is responsible for designing and implementing solutions to manage the firm's P&L, independently verify valuations, measure and optimize the firm's capital, balance sheet and liquidity metrics, and regulatory obligations. Our global agile teams (based across Americas, EMEA and Asia) develop and manage the platforms, calculation engines, and analytical tools that controllers, risk management, and deal-making teams use to project, monitor and report externally to regulatory for both regular business activity and under stress scenarios. YOUR Impact: We conduct our business in increasingly complex markets. Our people must continually find new ways to provide access to capital, manage risk and provide investment opportunities for our clients to enable them to realize their goals. We judge ourselves on our ability to help clients anticipate and respond to changing market conditions and to create opportunities that merit the trust they place in us. Controllers Strats is a multidisciplinary group of quantitative experts within the Controllers Division, focusing on independent price verification, regulatory capital measurement, revenue analysis and modelling. The group is primarily responsible for building advanced quantitative models and analytical tools for valuation risk and regulatory capital pertaining to the three areas mentioned. In this role, you will leverage your technical skills and functional expertise in P&L, balance sheet or regulatory capital (Basel 3) to build new calculations for the firm's books and records and for new regulatory capital rules released as part of Basel 3 Endgame. The position would provide a unique opportunity to drive one of the most impactful initiatives at the firm and to directly engage with colleagues and senior management across revenue areas, Risk, and Engineering. Why join the team? Broad exposure to pricing and calibration models for a variety of financial products, including derivatives, illiquid cash products, private equity, etc. Exposure to challenging quantitative problems such as modeling risks for derivatives, large scale Monte-Carlo simulations of complete portfolios across the firm, fast and accurate approximate valuation risk measurements. Exposure to machine learning and data science skills, and applications in finance. Gain understanding of evolving regulatory framework and leverage quantitative skills to help the firm manage capital resources. Interpersonal Communication: You'll engage with business users and engineers across all areas of the business to understand their requirements and to propose solutions tailored to their needs. Autonomy: You'll have significant autonomy in designing and writing solutions to help our stakeholders deliver for the firm's clients. Creativity: You'll be encouraged to suggest improvements to products and to propose ways in which we can add value for our stakeholders. Training: Your manager will support your professional development, allowing you time for training at work, helping you learn and grow within the organization, and providing opportunities for increasing responsibility. RESPONSIBILITIES AND QUALIFICATIONS Develop quantitative models in 3 areas Independent price verification models that govern key business strategies and decisions related to valuation of products including complex derivatives and hard to value private investments Revenue analysis and modelling that governs new activity review, valuation adjustments and sign-off of daily P&L for all market making desks Regulatory Capital models for key externally reported capital metrics that play a key role in determining forward-looking business strategies and decisions in an evolving regulatory landscape Provide ongoing testing and support for existing models Documentation and quality control of models Work in a dynamic, fast-paced environment that provides exposure to all areas of Finance Build strong relationships with business partners Identify opportunities for cross-divisional collaboration and reuse of common solutions Provide technical and functional guidance and leadership to junior members on a need basis SKLLS AND EXPERIENCE WE ARE LOOKING FOR PhD or Master's candidate in a quantitative field such as mathematics, physics, statistics or engineering 4+ years experience in financial modeling Excellent command of mathematics, modeling and numerical algorithms. Exposure to machine learning and data science skills, and applications in finance is a plus. Strong programming skills and experience with an object oriented programming language (such as C++, Python, or Java) Excellent communication skills including experience speaking to technical and business audiences and working globally Comfortable with multi-tasking, managing multiple stakeholders and working as part of a team Experience building pricing and risk models or familiarity with capital, stress testing and resolution planning 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
Feb 15, 2025
Full time
What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets . The Controllers division is responsible for financial control and regulatory obligations of the firm. They safeguard the assets of the firm through an independent scrutiny of the financial information and ensure accurate reporting to internal and external consumers. They provide critical metrics and related analysis to the firm's and divisions' leadership to navigate the evolving business strategy, including incumbent and strategic initiatives. Controllers play an important role in the changing landscape of the firm, including its new business ventures and acquisitions, and ensure that these new initiatives are in line with the regulatory expectations as well as controlled in terms of their incorporation into the firm Finance engineers help ensure the firm meets all of its financial control and reporting obligations. Working in small and nimble teams, we build critical and complex software to calculate profit and loss (P&L), independently verify valuations, measure and optimize the firm's capital, balance sheet and liquidity metrics, and regulatory filings across the globe. OUR Impact: Controllers Strats is responsible for designing and implementing solutions to manage the firm's P&L, independently verify valuations, measure and optimize the firm's capital, balance sheet and liquidity metrics, and regulatory obligations. Our global agile teams (based across Americas, EMEA and Asia) develop and manage the platforms, calculation engines, and analytical tools that controllers, risk management, and deal-making teams use to project, monitor and report externally to regulatory for both regular business activity and under stress scenarios. YOUR Impact: We conduct our business in increasingly complex markets. Our people must continually find new ways to provide access to capital, manage risk and provide investment opportunities for our clients to enable them to realize their goals. We judge ourselves on our ability to help clients anticipate and respond to changing market conditions and to create opportunities that merit the trust they place in us. Controllers Strats is a multidisciplinary group of quantitative experts within the Controllers Division, focusing on independent price verification, regulatory capital measurement, revenue analysis and modelling. The group is primarily responsible for building advanced quantitative models and analytical tools for valuation risk and regulatory capital pertaining to the three areas mentioned. In this role, you will leverage your technical skills and functional expertise in P&L, balance sheet or regulatory capital (Basel 3) to build new calculations for the firm's books and records and for new regulatory capital rules released as part of Basel 3 Endgame. The position would provide a unique opportunity to drive one of the most impactful initiatives at the firm and to directly engage with colleagues and senior management across revenue areas, Risk, and Engineering. Why join the team? Broad exposure to pricing and calibration models for a variety of financial products, including derivatives, illiquid cash products, private equity, etc. Exposure to challenging quantitative problems such as modeling risks for derivatives, large scale Monte-Carlo simulations of complete portfolios across the firm, fast and accurate approximate valuation risk measurements. Exposure to machine learning and data science skills, and applications in finance. Gain understanding of evolving regulatory framework and leverage quantitative skills to help the firm manage capital resources. Interpersonal Communication: You'll engage with business users and engineers across all areas of the business to understand their requirements and to propose solutions tailored to their needs. Autonomy: You'll have significant autonomy in designing and writing solutions to help our stakeholders deliver for the firm's clients. Creativity: You'll be encouraged to suggest improvements to products and to propose ways in which we can add value for our stakeholders. Training: Your manager will support your professional development, allowing you time for training at work, helping you learn and grow within the organization, and providing opportunities for increasing responsibility. RESPONSIBILITIES AND QUALIFICATIONS Develop quantitative models in 3 areas Independent price verification models that govern key business strategies and decisions related to valuation of products including complex derivatives and hard to value private investments Revenue analysis and modelling that governs new activity review, valuation adjustments and sign-off of daily P&L for all market making desks Regulatory Capital models for key externally reported capital metrics that play a key role in determining forward-looking business strategies and decisions in an evolving regulatory landscape Provide ongoing testing and support for existing models Documentation and quality control of models Work in a dynamic, fast-paced environment that provides exposure to all areas of Finance Build strong relationships with business partners Identify opportunities for cross-divisional collaboration and reuse of common solutions Provide technical and functional guidance and leadership to junior members on a need basis SKLLS AND EXPERIENCE WE ARE LOOKING FOR PhD or Master's candidate in a quantitative field such as mathematics, physics, statistics or engineering 4+ years experience in financial modeling Excellent command of mathematics, modeling and numerical algorithms. Exposure to machine learning and data science skills, and applications in finance is a plus. Strong programming skills and experience with an object oriented programming language (such as C++, Python, or Java) Excellent communication skills including experience speaking to technical and business audiences and working globally Comfortable with multi-tasking, managing multiple stakeholders and working as part of a team Experience building pricing and risk models or familiarity with capital, stress testing and resolution planning 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
Research Analyst, Sustainability, Agribusiness Research
International Foodservice Manufacturers Association
About the Role: Grade Level (for internal use): 09 Grade level: 9 Location: UK The Team: We are currently looking for a Sustainability Analyst to join S&P Global Commodity Insights' dynamic Agribusiness Research, to help drive Agribusiness Sustainability data and insights subscription services. The Agribusiness group offers data and research solutions on major crops and food commodities, fertilizers, biofuels, crop science, and animal health. Work schedule: Full time The Role : We are seeking an Analyst able to develop and drive research and insights in Sustainability in Agribusiness to support our customer base on their sustainability journey. These include researching, gathering data, and developing insights on ESG trends and risks in Agribusiness, regulatory frameworks, emissions, and carbon-negative opportunities for the industry. Responsibilities: We are searching for people who are passionate about sustainability and would like to join an international agribusiness team of like-minded people, driven to deliver excellence. You are applying for a dynamic career path within a passionate and fast-paced environment. More specifically, responsibilities include: Research and assess trends in sustainability in agriculture and report key insights in emissions and climate to our agribusiness clients. Prepare comprehensive reports and presentations summarizing research findings. Develop communication materials such as periodic newsletters, media posts, and other platforms to mobilize knowledge on sustainability in agriculture. Engage with customers and potential customers, demonstrating expertise and acting as an ambassador for S&P Global pursuit of analytical excellence Gather, compile, and analyse data from various sources, primary and secondary research, related to sustainable practices in agriculture and ensure data accuracy and reliability. Maintain data sourcing and visualization of the sustainability in agriculture product suite to drive research findings for clients. Your Qualifications: Bachelor's or master's degree in a relevant field such as environmental science, agriculture, sustainability, or other related disciplines At least 3 years of experience in related fields. Strong analytical skills with acute attention to detail Experience working in sustainability in a corporate environment is preferred Excellent spoken and written English skills Your Soft Skills: A strong interest in sustainability and agribusiness The ability to work independently and in an organized manner Goal and team-orientation Innovative thinking and proactive behaviour Strong communication and presentation skills About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. We're a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights' coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:" "and your request will be forwarded to the appropriate person." US Candidates Only: The EEO is the Law Poster " describes discrimination protections under federal law. - 20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning) Job ID: 299433 Posted On: 2024-03-27 Location: London, United Kingdom
Feb 15, 2025
Full time
About the Role: Grade Level (for internal use): 09 Grade level: 9 Location: UK The Team: We are currently looking for a Sustainability Analyst to join S&P Global Commodity Insights' dynamic Agribusiness Research, to help drive Agribusiness Sustainability data and insights subscription services. The Agribusiness group offers data and research solutions on major crops and food commodities, fertilizers, biofuels, crop science, and animal health. Work schedule: Full time The Role : We are seeking an Analyst able to develop and drive research and insights in Sustainability in Agribusiness to support our customer base on their sustainability journey. These include researching, gathering data, and developing insights on ESG trends and risks in Agribusiness, regulatory frameworks, emissions, and carbon-negative opportunities for the industry. Responsibilities: We are searching for people who are passionate about sustainability and would like to join an international agribusiness team of like-minded people, driven to deliver excellence. You are applying for a dynamic career path within a passionate and fast-paced environment. More specifically, responsibilities include: Research and assess trends in sustainability in agriculture and report key insights in emissions and climate to our agribusiness clients. Prepare comprehensive reports and presentations summarizing research findings. Develop communication materials such as periodic newsletters, media posts, and other platforms to mobilize knowledge on sustainability in agriculture. Engage with customers and potential customers, demonstrating expertise and acting as an ambassador for S&P Global pursuit of analytical excellence Gather, compile, and analyse data from various sources, primary and secondary research, related to sustainable practices in agriculture and ensure data accuracy and reliability. Maintain data sourcing and visualization of the sustainability in agriculture product suite to drive research findings for clients. Your Qualifications: Bachelor's or master's degree in a relevant field such as environmental science, agriculture, sustainability, or other related disciplines At least 3 years of experience in related fields. Strong analytical skills with acute attention to detail Experience working in sustainability in a corporate environment is preferred Excellent spoken and written English skills Your Soft Skills: A strong interest in sustainability and agribusiness The ability to work independently and in an organized manner Goal and team-orientation Innovative thinking and proactive behaviour Strong communication and presentation skills About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. We're a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights' coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. 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Senior Financial Analyst
Planet Paymet
The payments market is the most exciting technology market in the world today for good reason. McKinsey values it globally at over $2 trillion and it's growing between 13-15% year-on-year. Some of the largest most dynamic brands are investing in this sector; Apple has ApplePay, Google has GooglePay, Amazon has AmazonPay, and it's not just the Silicon Valley brands. Tencent owns WeChatPay, Alibaba owns Alipay and digital disruptors like Square, Stripe and Adyen all invest millions to grow the payments market. Planet are a technology company that's transforming payments by putting the customer experience first. We help our customers deliver a better experience for guests, shoppers, and consumers everywhere. We operate in a market that continues to evolve and expand, partnering with the world's most prestigious brands across Retail and Hospitality, and with a network of Financial Services partners worldwide. To meet consumer demands, payments must be simple, safe, and invisible. The only way to do this is to fully embed payments in the software and networks that runs business. By combining networks, software and payment technology, Planet's creating a world of connected commerce, that makes payments feel good. We're growing organically, and with strong Private Equity investors, Advent International and Eurazeo, we've the financial capital and expertise to grow our capabilities and reach through acquisition. Finance The finance function within Planet has a mission to support and help drive the commercial growth of the business through business partnering and insightful management data. We are looking for talented team members who are: Analytical, data driven and curious about business performance drivers Focused on driving efficient and effective processes Comfortable in challenging and supporting business partners in achieving accelerated growth Role Overview An exciting opportunity has arisen for a Senior Product Financial Analyst, you will be the business partner into the product team, responsible for owning the financial product P&L for acquiring and currency, and supporting the Vertical CFOs with regular reporting and analysis to help drive commercial success. You will be comfortable analysing large amounts of complex transactional data to identify the most critical insights, which will help to drive continued growth in this exciting business. You will be required to build strong relationships across various teams and develop a solid understanding of the business dynamics across the different areas. What you will do Support the Vertical CFOs and their teams with regular reporting and business analysis, while helping to prepare materials used for C-suite and Board level reporting Working to improve process and efficiencies across the commercial finance teams Ingesting and maintaining complex data sets from various product systems to help the team drive commercial insights and support business planning Build and maintain regular reporting and insights Own Adhoc analysis to drill into problem areas as needed support where required Who you are Experienced in analysing country / division / product performance and identifying trends and seeing where best practices can be shared A good communicator and adept at building relationships across teams, while exerting persistence and resourcefulness Must be logical, self-motivated, proactive, with strong analytical skills and a high level of intellectual curiosity Excellent time management skills, demonstrating high levels of accuracy, thoroughness and reliability whilst coping under pressure Strong system and advanced excel skills. Experience with Corporate planning tools advantageous. Flexible and a genuine team player willing to go the extra mile to support others Experienced in payments and/or fintech preferred Planet is an equal opportunity employer where diversity is valued, and all employment is decided based on qualifications, merit, and business need. Come and grow your career in the most exciting, fast paced technology market, with a business that delivers feel-good connected commerce. We would love to hear from you - Apply now. At Planet, we embrace a hybrid work model, with three days a week in the office. Reasonable accommodations may be made in order to allow for an individual to perform the essential functions of this role successfully. About Us Company Background Planet provides integrated software, payment and technology solutions for its customers in the Hospitality and Retail sectors and worldwide via a network of global Financial Services Partners. Founded over 35 years ago, we have evolved our services, delivering an innovative digital commerce platform that puts customer experience first. With headquarters in London and around 3,000 expert employees located across six continents we serve customers in over 120 markets.
Feb 13, 2025
Full time
The payments market is the most exciting technology market in the world today for good reason. McKinsey values it globally at over $2 trillion and it's growing between 13-15% year-on-year. Some of the largest most dynamic brands are investing in this sector; Apple has ApplePay, Google has GooglePay, Amazon has AmazonPay, and it's not just the Silicon Valley brands. Tencent owns WeChatPay, Alibaba owns Alipay and digital disruptors like Square, Stripe and Adyen all invest millions to grow the payments market. Planet are a technology company that's transforming payments by putting the customer experience first. We help our customers deliver a better experience for guests, shoppers, and consumers everywhere. We operate in a market that continues to evolve and expand, partnering with the world's most prestigious brands across Retail and Hospitality, and with a network of Financial Services partners worldwide. To meet consumer demands, payments must be simple, safe, and invisible. The only way to do this is to fully embed payments in the software and networks that runs business. By combining networks, software and payment technology, Planet's creating a world of connected commerce, that makes payments feel good. We're growing organically, and with strong Private Equity investors, Advent International and Eurazeo, we've the financial capital and expertise to grow our capabilities and reach through acquisition. Finance The finance function within Planet has a mission to support and help drive the commercial growth of the business through business partnering and insightful management data. We are looking for talented team members who are: Analytical, data driven and curious about business performance drivers Focused on driving efficient and effective processes Comfortable in challenging and supporting business partners in achieving accelerated growth Role Overview An exciting opportunity has arisen for a Senior Product Financial Analyst, you will be the business partner into the product team, responsible for owning the financial product P&L for acquiring and currency, and supporting the Vertical CFOs with regular reporting and analysis to help drive commercial success. You will be comfortable analysing large amounts of complex transactional data to identify the most critical insights, which will help to drive continued growth in this exciting business. You will be required to build strong relationships across various teams and develop a solid understanding of the business dynamics across the different areas. What you will do Support the Vertical CFOs and their teams with regular reporting and business analysis, while helping to prepare materials used for C-suite and Board level reporting Working to improve process and efficiencies across the commercial finance teams Ingesting and maintaining complex data sets from various product systems to help the team drive commercial insights and support business planning Build and maintain regular reporting and insights Own Adhoc analysis to drill into problem areas as needed support where required Who you are Experienced in analysing country / division / product performance and identifying trends and seeing where best practices can be shared A good communicator and adept at building relationships across teams, while exerting persistence and resourcefulness Must be logical, self-motivated, proactive, with strong analytical skills and a high level of intellectual curiosity Excellent time management skills, demonstrating high levels of accuracy, thoroughness and reliability whilst coping under pressure Strong system and advanced excel skills. Experience with Corporate planning tools advantageous. Flexible and a genuine team player willing to go the extra mile to support others Experienced in payments and/or fintech preferred Planet is an equal opportunity employer where diversity is valued, and all employment is decided based on qualifications, merit, and business need. Come and grow your career in the most exciting, fast paced technology market, with a business that delivers feel-good connected commerce. We would love to hear from you - Apply now. At Planet, we embrace a hybrid work model, with three days a week in the office. Reasonable accommodations may be made in order to allow for an individual to perform the essential functions of this role successfully. About Us Company Background Planet provides integrated software, payment and technology solutions for its customers in the Hospitality and Retail sectors and worldwide via a network of global Financial Services Partners. Founded over 35 years ago, we have evolved our services, delivering an innovative digital commerce platform that puts customer experience first. With headquarters in London and around 3,000 expert employees located across six continents we serve customers in over 120 markets.

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