A London-based investment boutique, known for its data-driven approach to global long/short equity investing, is seeking a highly motivated Investor Relations / Business Development Associate. The firm manages a concentrated, high-conviction portfolio and has built a strong reputation for delivering risk-adjusted returns across market cycles. Role Overview: This role is ideal for a candidate with a passion for capital raising and relationship management within the alternative investment space. The successful candidate will focus on expanding the firm's investor base, particularly among high-net-worth individuals (HNWIs), family offices, and wealth managers. Key Responsibilities: Lead and support fundraising efforts targeting HNWIs, family offices, and private wealth channels. Build and nurture long-term investor relationships through regular communication and tailored engagement. Represent the firm at investor meetings, conferences, and industry events. Collaborate with the investment and operations teams to develop compelling marketing materials and investor updates. Maintain and enhance CRM systems to track investor interactions and pipeline progress. Provide strategic input on business development initiatives and investor targeting. Candidate Profile: 5-10 years of experience in investor relations, capital raising, private banking, or a related field within asset management or hedge funds. Demonstrated ability to engage with sophisticated investors and communicate complex investment strategies clearly. Familiarity with long/short equity strategies or broader hedge fund products is highly desirable. Strong interpersonal, presentation, and organizational skills. Entrepreneurial mindset with the ability to work independently and collaboratively in a small, high-performing team.
Jun 05, 2025
Full time
A London-based investment boutique, known for its data-driven approach to global long/short equity investing, is seeking a highly motivated Investor Relations / Business Development Associate. The firm manages a concentrated, high-conviction portfolio and has built a strong reputation for delivering risk-adjusted returns across market cycles. Role Overview: This role is ideal for a candidate with a passion for capital raising and relationship management within the alternative investment space. The successful candidate will focus on expanding the firm's investor base, particularly among high-net-worth individuals (HNWIs), family offices, and wealth managers. Key Responsibilities: Lead and support fundraising efforts targeting HNWIs, family offices, and private wealth channels. Build and nurture long-term investor relationships through regular communication and tailored engagement. Represent the firm at investor meetings, conferences, and industry events. Collaborate with the investment and operations teams to develop compelling marketing materials and investor updates. Maintain and enhance CRM systems to track investor interactions and pipeline progress. Provide strategic input on business development initiatives and investor targeting. Candidate Profile: 5-10 years of experience in investor relations, capital raising, private banking, or a related field within asset management or hedge funds. Demonstrated ability to engage with sophisticated investors and communicate complex investment strategies clearly. Familiarity with long/short equity strategies or broader hedge fund products is highly desirable. Strong interpersonal, presentation, and organizational skills. Entrepreneurial mindset with the ability to work independently and collaboratively in a small, high-performing team.
Hybrid working with free onsite parking Client Services Analyst About Our Client Our client is a leading infrastructure provider to the wealth management sector, delivering comprehensive services including custody, brokerage, pensions and technology solutions to IFAs, wealth managers, investment managers, family offices and institutional clients. Their flagship investment platform service provides a secure, high-quality solution for both UK and international markets, enabling advisers and managers to consolidate and manage all their clients' investments through a single interface. They also license enterprise technology solutions to the sector, seamlessly integrating with existing ecosystems to support mutual growth with their clients. Their mission is to transform the infrastructure that underpins the world of investments and financial advice. As a rapidly growing organisation, they are establishing themselves as the premier provider of infrastructure to the investments and adviser community. Their innovative platform model champions automation and delivers an unrivaled user experience, supported by a talented team of professionals across multiple locations. About the Role We are seeking a Transfers & Client Service Specialist for our client who will expertly manage client asset transfers and deliver outstanding service across their diverse product portfolio. You will oversee the complete asset transfer lifecycle from initiation to completion, manage associated risks, and ensure exceptional client interactions while contributing to governance and scalability initiatives. This position reports to the Head of Client Services, Dealing and Settlements and involves close collaboration with the Governance, Risk, and Compliance teams to drive continuous improvement in service delivery. Key Responsibilities Transfers Management: Manage daily asset transfer requests with accuracy and efficiency from initiation to completion Handle transfers across various asset classes including equities, bonds, funds, and certificated holdings Oversee nominee accounts, ISAs, pensions, and OPBs Execute electronic transfers using Altus and oversee bulk migration processes Manage and resolve transfer failures, cash, and stock breaks effectively Ensure compliance with procedures, regulations, and internal controls Capture ISA subscription data accurately and issue ISA history forms Allocate holdings to underlying investor accounts Complete and process Stock Transfer Forms for manual transfers Client Service Delivery: Provide comprehensive client support across Custody, Brokerage & Execution, Technology, and Wrap Pension services Engage regularly with clients including financial advisers, investment managers, private banks, and fintech firms, ensuring their service requirements are consistently met Monitor and respond promptly to client queries within established service levels Support clients with platform navigation and technology utilization Contribute actively to enhancing client onboarding efficiency and ongoing service excellence Governance and Process Enhancement Conduct systematic reviews of existing policies and procedures across all service areas Identify gaps in current control frameworks and propose enhancements Document process workflows and contribute to standardization efforts Assist with regulatory compliance reviews and implementation of recommended changes Support the scaling of operations through process optimization and automation initiatives Product Knowledge Requirements Demonstrate in-depth understanding of the product suite: Retail Trading Platform, Investment Management Platform, Adviser Platform, and Wrap Pension Stay current on market trends affecting financial advisers, investment managers, platforms, private banks, and fintech clients Understand how governance frameworks apply differently across various product offerings Skills & Qualifications Knowledge of Consumer Duty FCA principle 12 2+ years of experience in financial services or wealth management (preferable) Strong knowledge of regulatory requirements in custody and investment services Experience in policy review, process documentation, and control frameworks Excellent analytical skills with attention to detail Outstanding communication abilities with clients and internal stakeholders Ability to balance client service excellence with governance responsibilities What Our Client Offers Opportunity to develop expertise across four core service areas Professional development in governance, risk management, and compliance Collaborative environment working with a diverse range of financial services clients Career progression in a growing wealth platform business 25 days holiday plus bank holidays Your birthday off as an additional benefit (not deducted from holiday allowance) Vitality Private Healthcare Yurtle Caregivers Support & Insurance Smart Pensions Pension Plan Diversity & Inclusion Our client places inclusion at the heart of their mission. They are an equal opportunities employer committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. They value difference and are dedicated to creating an inclusive environment for every team member. To apply for this role or to discuss this opportunity in more detail, please get in touch with us.
May 30, 2025
Full time
Hybrid working with free onsite parking Client Services Analyst About Our Client Our client is a leading infrastructure provider to the wealth management sector, delivering comprehensive services including custody, brokerage, pensions and technology solutions to IFAs, wealth managers, investment managers, family offices and institutional clients. Their flagship investment platform service provides a secure, high-quality solution for both UK and international markets, enabling advisers and managers to consolidate and manage all their clients' investments through a single interface. They also license enterprise technology solutions to the sector, seamlessly integrating with existing ecosystems to support mutual growth with their clients. Their mission is to transform the infrastructure that underpins the world of investments and financial advice. As a rapidly growing organisation, they are establishing themselves as the premier provider of infrastructure to the investments and adviser community. Their innovative platform model champions automation and delivers an unrivaled user experience, supported by a talented team of professionals across multiple locations. About the Role We are seeking a Transfers & Client Service Specialist for our client who will expertly manage client asset transfers and deliver outstanding service across their diverse product portfolio. You will oversee the complete asset transfer lifecycle from initiation to completion, manage associated risks, and ensure exceptional client interactions while contributing to governance and scalability initiatives. This position reports to the Head of Client Services, Dealing and Settlements and involves close collaboration with the Governance, Risk, and Compliance teams to drive continuous improvement in service delivery. Key Responsibilities Transfers Management: Manage daily asset transfer requests with accuracy and efficiency from initiation to completion Handle transfers across various asset classes including equities, bonds, funds, and certificated holdings Oversee nominee accounts, ISAs, pensions, and OPBs Execute electronic transfers using Altus and oversee bulk migration processes Manage and resolve transfer failures, cash, and stock breaks effectively Ensure compliance with procedures, regulations, and internal controls Capture ISA subscription data accurately and issue ISA history forms Allocate holdings to underlying investor accounts Complete and process Stock Transfer Forms for manual transfers Client Service Delivery: Provide comprehensive client support across Custody, Brokerage & Execution, Technology, and Wrap Pension services Engage regularly with clients including financial advisers, investment managers, private banks, and fintech firms, ensuring their service requirements are consistently met Monitor and respond promptly to client queries within established service levels Support clients with platform navigation and technology utilization Contribute actively to enhancing client onboarding efficiency and ongoing service excellence Governance and Process Enhancement Conduct systematic reviews of existing policies and procedures across all service areas Identify gaps in current control frameworks and propose enhancements Document process workflows and contribute to standardization efforts Assist with regulatory compliance reviews and implementation of recommended changes Support the scaling of operations through process optimization and automation initiatives Product Knowledge Requirements Demonstrate in-depth understanding of the product suite: Retail Trading Platform, Investment Management Platform, Adviser Platform, and Wrap Pension Stay current on market trends affecting financial advisers, investment managers, platforms, private banks, and fintech clients Understand how governance frameworks apply differently across various product offerings Skills & Qualifications Knowledge of Consumer Duty FCA principle 12 2+ years of experience in financial services or wealth management (preferable) Strong knowledge of regulatory requirements in custody and investment services Experience in policy review, process documentation, and control frameworks Excellent analytical skills with attention to detail Outstanding communication abilities with clients and internal stakeholders Ability to balance client service excellence with governance responsibilities What Our Client Offers Opportunity to develop expertise across four core service areas Professional development in governance, risk management, and compliance Collaborative environment working with a diverse range of financial services clients Career progression in a growing wealth platform business 25 days holiday plus bank holidays Your birthday off as an additional benefit (not deducted from holiday allowance) Vitality Private Healthcare Yurtle Caregivers Support & Insurance Smart Pensions Pension Plan Diversity & Inclusion Our client places inclusion at the heart of their mission. They are an equal opportunities employer committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. They value difference and are dedicated to creating an inclusive environment for every team member. To apply for this role or to discuss this opportunity in more detail, please get in touch with us.
This tax team is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which the firm are currently making significant investments. They work with the world's leading investment managers and institutional investors across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, institutional investors and custodian banks. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks. This Institutional Investor Tax Advisory Team already consists of 25 well-established tax specialists who work with institutional investors and investment managers. The Team sits within the Investment Management and Reporting Team, which consists of 146 people in the UK. They support worldwide institutional investor clients such as pension schemes and sovereign wealth funds to invest across a range of assets classes, as well as working with investment managers and custodian banks to develop products for these investors, advising on fund tax structuring and operations. The role: Senior Managers take the lead on proactively fostering strong client relationships, overseeing the efficient delivery of key aspects of client service and leading on the development and coaching of your client teams. You will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own or manage key elements of a client relationship. With an appropriate level of support, you will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Team building and management will be key to the role, as you invest in the development of junior team members and build clients teams. Key accountabilities include: Support senior team members in the execution of strategy, delivery of a range of tax advisory services and co-ordination of reporting to clients, in addition to proactively developing the technical and operational skill set of junior team members. Supporting UK and international institutional investors to manage all aspects of investment taxes, including but not limited to: Investment tax reviews (e.g. review of investments into various pooled funds), advice on tax governance, advice on operational taxes such as withholding tax and capital gains tax, co-ordination of tax reporting where relevant, and responding to ad-hoc queries from clients. Supporting large investment managers to design, establish and operate public market funds. Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements. Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business. Supporting senior team members to target new clients and opportunities to build the business. Experience required: Knowledge of typical fund structures and associated investment tax considerations. Experience of investment tax reviews and advice. Experience advising clients on withholding taxes. The ability to manage a portfolio of clients and projects with competing priorities. Strong proactivity to drive projects forward with direction and support from senior team leaders. Experience managing junior staff and internal stakeholders to deliver projects. The ability to work closely with clients, applying practical and commercial concepts to technical work. Ability to confidently lead interactions with clients and build relationships. Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. Please note that your personal information will be treated in accordance with our Privacy Policy .
Feb 13, 2025
Full time
This tax team is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which the firm are currently making significant investments. They work with the world's leading investment managers and institutional investors across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, institutional investors and custodian banks. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks. This Institutional Investor Tax Advisory Team already consists of 25 well-established tax specialists who work with institutional investors and investment managers. The Team sits within the Investment Management and Reporting Team, which consists of 146 people in the UK. They support worldwide institutional investor clients such as pension schemes and sovereign wealth funds to invest across a range of assets classes, as well as working with investment managers and custodian banks to develop products for these investors, advising on fund tax structuring and operations. The role: Senior Managers take the lead on proactively fostering strong client relationships, overseeing the efficient delivery of key aspects of client service and leading on the development and coaching of your client teams. You will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own or manage key elements of a client relationship. With an appropriate level of support, you will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Team building and management will be key to the role, as you invest in the development of junior team members and build clients teams. Key accountabilities include: Support senior team members in the execution of strategy, delivery of a range of tax advisory services and co-ordination of reporting to clients, in addition to proactively developing the technical and operational skill set of junior team members. Supporting UK and international institutional investors to manage all aspects of investment taxes, including but not limited to: Investment tax reviews (e.g. review of investments into various pooled funds), advice on tax governance, advice on operational taxes such as withholding tax and capital gains tax, co-ordination of tax reporting where relevant, and responding to ad-hoc queries from clients. Supporting large investment managers to design, establish and operate public market funds. Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements. Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business. Supporting senior team members to target new clients and opportunities to build the business. Experience required: Knowledge of typical fund structures and associated investment tax considerations. Experience of investment tax reviews and advice. Experience advising clients on withholding taxes. The ability to manage a portfolio of clients and projects with competing priorities. Strong proactivity to drive projects forward with direction and support from senior team leaders. Experience managing junior staff and internal stakeholders to deliver projects. The ability to work closely with clients, applying practical and commercial concepts to technical work. Ability to confidently lead interactions with clients and build relationships. Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. Please note that your personal information will be treated in accordance with our Privacy Policy .
Foreign Exchange, eFX Sales EMEA, Assistant Vice President Apply locations London, England time type Full time posted on Posted 3 Days Ago time left to apply End Date: March 31, 2025 (30+ days left to apply) job requisition id R-767448 Who we are looking for EFX Sales position will assist in all aspects of eFX business development, sales growth, client optimization, and day to day eFX/algo trade management and marketing. Roles and responsibilities include the following: Sell FX algo suite to new and existing customers to assist in YoY growth goals. Monitor FX algo orders and assist clients with inflight algo orders. Help construct and maintain appropriate eFX reporting tools which aid in client optimization and increase efficiency of sales/client feedback loop. Help manage and develop client relationships in order to facilitate appropriate use of our eFX services. Manage 3rd party FX trading vendor relationships (Currenex, FXALL, Bloomberg, Flextrade, Integral, FX Connect, FX Spot Stream, BidFX, Portware etc). Prospect for new eFX and algo clients and help grow volumes and revenues associated with our eFX products and clients. Due to the role requirements this job needs to be performed in the office. Why this role is important to us The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for Client facing subject matter expert for eFX, FX algo, eBenchmark products as well as emerging eFX market trends. Assist colleagues on the desk to increase our penetration of eFX products and services, including algo's and eBenchmarks, to existing and new clients. Help produce & maintain eFX reports which supplement weekly/monthly eFX meetings with key business stakeholders. Reports will focus on volume, spreads, markouts, win rates, p&l, trends, new client pipeline, algo utilization, onboarding, etc. Master and continue to develop 3rd party reporting tools in support of eFX and FX sales team. Work with eFX quants to enhance internal client dashboard metrics and reporting. eFX & Algo sales / account management to key e-centric only execution clients (Banks, Systematic Funds, Broker Dealers, Retail aggregators, CTAs, treasury desks, etc.). Liaison for 3rd party FX trading vendor management relating specifically to client related issues (Currenex, FXALL, Bloomberg, Flextrade, Integral, FX Connect, FX Spot Stream, Portware, etc). Develop, prepare, and distribute new eFX/Algo marketing materials. Work with eFX quants and the business analysis team to evolve reporting to allow for timely and effective monitoring of customers at the transaction level with objective of increasing volume and yield. Trouble shoot between the hi-touch sales team and the eFX quant trader desk with regards our customers eFX requirements. Prospect for new eFX/Algo customers. Help facilitate appropriate onboarding of new customers. Manage interactions with the Onboarding team and the Front Office Support Team to ensure a smooth and efficient experience for our customers. Ensure all procedures, regulations and credit limits are adhered to and any issues escalated to senior management. Education and Preferred Qualifications Undergraduate degree preferred or relevant/comparable professional qualification. Experience in foreign exchange or related markets. Proven track record of serving clients. Proven communication skills and ability to work in a team. Strong numeracy/reporting skills. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Feb 11, 2025
Full time
Foreign Exchange, eFX Sales EMEA, Assistant Vice President Apply locations London, England time type Full time posted on Posted 3 Days Ago time left to apply End Date: March 31, 2025 (30+ days left to apply) job requisition id R-767448 Who we are looking for EFX Sales position will assist in all aspects of eFX business development, sales growth, client optimization, and day to day eFX/algo trade management and marketing. Roles and responsibilities include the following: Sell FX algo suite to new and existing customers to assist in YoY growth goals. Monitor FX algo orders and assist clients with inflight algo orders. Help construct and maintain appropriate eFX reporting tools which aid in client optimization and increase efficiency of sales/client feedback loop. Help manage and develop client relationships in order to facilitate appropriate use of our eFX services. Manage 3rd party FX trading vendor relationships (Currenex, FXALL, Bloomberg, Flextrade, Integral, FX Connect, FX Spot Stream, BidFX, Portware etc). Prospect for new eFX and algo clients and help grow volumes and revenues associated with our eFX products and clients. Due to the role requirements this job needs to be performed in the office. Why this role is important to us The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for Client facing subject matter expert for eFX, FX algo, eBenchmark products as well as emerging eFX market trends. Assist colleagues on the desk to increase our penetration of eFX products and services, including algo's and eBenchmarks, to existing and new clients. Help produce & maintain eFX reports which supplement weekly/monthly eFX meetings with key business stakeholders. Reports will focus on volume, spreads, markouts, win rates, p&l, trends, new client pipeline, algo utilization, onboarding, etc. Master and continue to develop 3rd party reporting tools in support of eFX and FX sales team. Work with eFX quants to enhance internal client dashboard metrics and reporting. eFX & Algo sales / account management to key e-centric only execution clients (Banks, Systematic Funds, Broker Dealers, Retail aggregators, CTAs, treasury desks, etc.). Liaison for 3rd party FX trading vendor management relating specifically to client related issues (Currenex, FXALL, Bloomberg, Flextrade, Integral, FX Connect, FX Spot Stream, Portware, etc). Develop, prepare, and distribute new eFX/Algo marketing materials. Work with eFX quants and the business analysis team to evolve reporting to allow for timely and effective monitoring of customers at the transaction level with objective of increasing volume and yield. Trouble shoot between the hi-touch sales team and the eFX quant trader desk with regards our customers eFX requirements. Prospect for new eFX/Algo customers. Help facilitate appropriate onboarding of new customers. Manage interactions with the Onboarding team and the Front Office Support Team to ensure a smooth and efficient experience for our customers. Ensure all procedures, regulations and credit limits are adhered to and any issues escalated to senior management. Education and Preferred Qualifications Undergraduate degree preferred or relevant/comparable professional qualification. Experience in foreign exchange or related markets. Proven track record of serving clients. Proven communication skills and ability to work in a team. Strong numeracy/reporting skills. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
OUR IMPACT At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. The Portfolio Management Group (PMG) is a multi-asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions. The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized risk-focused portfolios. YOUR IMPACT The successful candidate will be a valued member of the PMG EMEA team, which provides discretionary portfolio management services to PWM clients. They would be responsible for undertaking and overseeing many of the day-to-day tasks associated with constructing, implementing and managing client portfolios. The role is varied and will offer the opportunity to learn from and make a meaningful contribution to our investment capabilities and processes. Core Responsibilities: Work as part of the PMG Team to implement bespoke discretionary portfolio solutions for PWM clients. Take a lead role in overseeing and enhancing our investment processes whilst ensuring strict adherence to a robust risk management framework. Contribute to a range of PMG-specific projects related to technology development and general policies/procedures that are designed to continue to scale the business. Portfolio management of existing client mandates involving areas such as portfolio construction, investment manager/vehicle selection and rebalancing, and monitoring currency exposure. Executing trades across asset classes in equities, bonds, mutual funds, derivatives and alternative investments, including hedge funds and private equity. Conducting daily cash management and FX exposure analysis; including daily trading of spot and forward FX, and Money Market Funds. For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams. Manage all operational aspects of managed accounts, including trading, position reconciliation, capital calls, private equity events, product maturities. REQUIREMENTS 5+ years work experience in a similar portfolio management and trade execution role. Must have region specific qualifications CISI Level 4 (London) or equivalent IMC & CFA Level 1. Strong interest in the financial markets and good investment sense/commercial instinct. Strong organisational skills; the ability to deliver on tight deadlines, multi-task in a fast-paced environment and think clearly under pressure will be key to success. Self-motivated and able to work in an autonomous, yet collaborative environment. Commitment to excellence, a high level of integrity. Proficiency with Bloomberg, Refinitiv/Datastream, Morningstar Direct, or similar systems. Knowledge of Microsoft Office software (Outlook, Excel, PowerPoint and Word). 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 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
Feb 10, 2025
Full time
OUR IMPACT At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. The Portfolio Management Group (PMG) is a multi-asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions. The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized risk-focused portfolios. YOUR IMPACT The successful candidate will be a valued member of the PMG EMEA team, which provides discretionary portfolio management services to PWM clients. They would be responsible for undertaking and overseeing many of the day-to-day tasks associated with constructing, implementing and managing client portfolios. The role is varied and will offer the opportunity to learn from and make a meaningful contribution to our investment capabilities and processes. Core Responsibilities: Work as part of the PMG Team to implement bespoke discretionary portfolio solutions for PWM clients. Take a lead role in overseeing and enhancing our investment processes whilst ensuring strict adherence to a robust risk management framework. Contribute to a range of PMG-specific projects related to technology development and general policies/procedures that are designed to continue to scale the business. Portfolio management of existing client mandates involving areas such as portfolio construction, investment manager/vehicle selection and rebalancing, and monitoring currency exposure. Executing trades across asset classes in equities, bonds, mutual funds, derivatives and alternative investments, including hedge funds and private equity. Conducting daily cash management and FX exposure analysis; including daily trading of spot and forward FX, and Money Market Funds. For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams. Manage all operational aspects of managed accounts, including trading, position reconciliation, capital calls, private equity events, product maturities. REQUIREMENTS 5+ years work experience in a similar portfolio management and trade execution role. Must have region specific qualifications CISI Level 4 (London) or equivalent IMC & CFA Level 1. Strong interest in the financial markets and good investment sense/commercial instinct. Strong organisational skills; the ability to deliver on tight deadlines, multi-task in a fast-paced environment and think clearly under pressure will be key to success. Self-motivated and able to work in an autonomous, yet collaborative environment. Commitment to excellence, a high level of integrity. Proficiency with Bloomberg, Refinitiv/Datastream, Morningstar Direct, or similar systems. Knowledge of Microsoft Office software (Outlook, Excel, PowerPoint and Word). 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 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics - including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Feb 08, 2025
Full time
We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics - including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Apply locations London United Kingdom time type Full time posted on Posted Today job requisition id We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics -including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting. Click here to learn more about careers at Citi.
Feb 08, 2025
Full time
Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Apply locations London United Kingdom time type Full time posted on Posted Today job requisition id We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics -including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting. Click here to learn more about careers at Citi.
Introducing Zinc Network Zinc Network is a business dedicated to meaningful, measurable change. Zinc conceptualizes and creates programs, interventions, and strategic communications campaigns around some of the world's most complex problems - from disinformation to extremism, media capture to authoritarianism. We are headquartered in London with offices in Washington, D.C., and Warsaw with 80+ team members from diverse professional and cultural backgrounds. Zinc works with a broad range of governmental, NGO, and private sector clients, including the UK Home Office (HO); the UK Foreign, Commonwealth and Development Office (FCDO); the United States Agency for International Development (USAID); the U.S. Department of State (DOS); UN agencies and missions; and foundations. Outline of the Job The Head of Project Finance will be based in the UK and is expected to be in our London office at least 2 days per week. The role will report into the Director of Group Finance and work closely with all finance colleagues in the UK and internationally. The Head of Project Finance will lead the financial management and oversight of our projects across multiple countries and regions. This senior role combines technical accounting expertise with sector knowledge to ensure effective financial stewardship of donor funds and grant compliance across our global project portfolio. The position plays a crucial role in supporting our mission to deliver sustainable impact while maintaining the highest standards of financial accountability. What You'll Be Doing The role will establish and execute the strategic direction of the project accounting function, including: Developing and implementing project accounting policies that align with donor requirements, international accounting standards, and sector best practices. Leading a diverse, multicultural team of project accounting professionals across multiple country offices. Collaborating with programme directors and country representatives to strengthen financial management of programme initiatives. Oversight and responsibility for managing complex donor funding streams and grant financial management. Directing cost allocation methodologies across multiple funding sources and projects ensuring compliance with diverse donor requirements. Ensuring accurate financial reporting and timely submission to donors. Managing audit requirements from multiple donors and regulatory bodies. Overseeing anti-fraud measures and financial risk management across project portfolios. Commercial and Financial Analysis - Producing detailed financial reports for senior leadership, project stakeholders, and clients. - Supporting the business development team with pricing strategies and financial inputs for proposals and bids. - Reviewing and providing financial oversight for business development budgets to support competitive and realistic proposal submissions. - Delivering insights on project profitability, cost efficiencies, and financial trends. - Preparing and analysing Value for Money (VfM) reports to demonstrate cost-effectiveness. - Working closely with the Business Development and Programming Teams to ensure monthly forecasting information is accurate and timely. - Collaborating with Production and Project Management teams to optimise resource allocation and utilisation. What We Need From You Qualifications: Professional accounting qualification (e.g., ACA, ACCA, CIMA) preferred. Experience: Minimum 8 years in a senior project finance or related role, preferably in the strategic communications, media, or international development sectors. Skills: Strong analytical, budgeting, and forecasting skills; ability to translate financial data into actionable insights. Knowledge: Expertise in donor-funded projects, grant management, and international financial compliance requirements. Tools: Proficiency in financial systems such as ERP software and advanced Excel. Leadership: Proven ability to lead teams, manage stakeholders, and influence decision-making at all levels. Communication: Experience in remote team management, strong communications skills and the ability to work in a multicultural environment. Area of Selection We're committed to hiring a diverse workforce from different professional and cultural backgrounds, and to that end we encourage a variety of people to apply to join our company to represent the diverse range of subjects associated with our projects. Conditions of Employment Candidates who receive a job offer will be required to: Disclose any previous disciplinary action against them resulting from a substantiated safeguarding (including any breaches involving trafficking-related activities) or workplace investigation. Undergo background checks including employment verification, sexual offender registry (as available), identity confirmation, and anti-terrorism vetting. How to Apply Please include a cover letter stating how you meet each of the requirements. If you require an accommodation to be made at any point throughout the recruitment process, please advise us when contacted.
Jan 25, 2025
Full time
Introducing Zinc Network Zinc Network is a business dedicated to meaningful, measurable change. Zinc conceptualizes and creates programs, interventions, and strategic communications campaigns around some of the world's most complex problems - from disinformation to extremism, media capture to authoritarianism. We are headquartered in London with offices in Washington, D.C., and Warsaw with 80+ team members from diverse professional and cultural backgrounds. Zinc works with a broad range of governmental, NGO, and private sector clients, including the UK Home Office (HO); the UK Foreign, Commonwealth and Development Office (FCDO); the United States Agency for International Development (USAID); the U.S. Department of State (DOS); UN agencies and missions; and foundations. Outline of the Job The Head of Project Finance will be based in the UK and is expected to be in our London office at least 2 days per week. The role will report into the Director of Group Finance and work closely with all finance colleagues in the UK and internationally. The Head of Project Finance will lead the financial management and oversight of our projects across multiple countries and regions. This senior role combines technical accounting expertise with sector knowledge to ensure effective financial stewardship of donor funds and grant compliance across our global project portfolio. The position plays a crucial role in supporting our mission to deliver sustainable impact while maintaining the highest standards of financial accountability. What You'll Be Doing The role will establish and execute the strategic direction of the project accounting function, including: Developing and implementing project accounting policies that align with donor requirements, international accounting standards, and sector best practices. Leading a diverse, multicultural team of project accounting professionals across multiple country offices. Collaborating with programme directors and country representatives to strengthen financial management of programme initiatives. Oversight and responsibility for managing complex donor funding streams and grant financial management. Directing cost allocation methodologies across multiple funding sources and projects ensuring compliance with diverse donor requirements. Ensuring accurate financial reporting and timely submission to donors. Managing audit requirements from multiple donors and regulatory bodies. Overseeing anti-fraud measures and financial risk management across project portfolios. Commercial and Financial Analysis - Producing detailed financial reports for senior leadership, project stakeholders, and clients. - Supporting the business development team with pricing strategies and financial inputs for proposals and bids. - Reviewing and providing financial oversight for business development budgets to support competitive and realistic proposal submissions. - Delivering insights on project profitability, cost efficiencies, and financial trends. - Preparing and analysing Value for Money (VfM) reports to demonstrate cost-effectiveness. - Working closely with the Business Development and Programming Teams to ensure monthly forecasting information is accurate and timely. - Collaborating with Production and Project Management teams to optimise resource allocation and utilisation. What We Need From You Qualifications: Professional accounting qualification (e.g., ACA, ACCA, CIMA) preferred. Experience: Minimum 8 years in a senior project finance or related role, preferably in the strategic communications, media, or international development sectors. Skills: Strong analytical, budgeting, and forecasting skills; ability to translate financial data into actionable insights. Knowledge: Expertise in donor-funded projects, grant management, and international financial compliance requirements. Tools: Proficiency in financial systems such as ERP software and advanced Excel. Leadership: Proven ability to lead teams, manage stakeholders, and influence decision-making at all levels. Communication: Experience in remote team management, strong communications skills and the ability to work in a multicultural environment. Area of Selection We're committed to hiring a diverse workforce from different professional and cultural backgrounds, and to that end we encourage a variety of people to apply to join our company to represent the diverse range of subjects associated with our projects. Conditions of Employment Candidates who receive a job offer will be required to: Disclose any previous disciplinary action against them resulting from a substantiated safeguarding (including any breaches involving trafficking-related activities) or workplace investigation. Undergo background checks including employment verification, sexual offender registry (as available), identity confirmation, and anti-terrorism vetting. How to Apply Please include a cover letter stating how you meet each of the requirements. If you require an accommodation to be made at any point throughout the recruitment process, please advise us when contacted.
Goldman Sachs Alternatives - Investment Grade Private Credit Investing - Vice President - London location_on London, Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Vice President OFFICE LOCATION(S): London JOB FUNCTION: Investing & Portfolio Management - Private DIVISION: Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $3 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: • Investors, spanning traditional and alternative markets offering products and services • Advisors, understanding our clients' priorities and poised to help provide investment advice and strategies that make sense for their portfolios • Thought Leaders, providing timely insights across macro and secular themes to help inform our clients' investment decisions • Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals The Investment Grade Private Credit EMEA Vice President The Investment Grade Private Credit ("IGPC") team originates, executes, and manages primarily investment grade credit investments across comingled credit funds and separately managed accounts (SMA) on behalf of pension and insurance clients. IGPC focuses on corporate and infrastructure debt for public and private companies globally with an investment grade profile. Vice Presidents support the business by working as part of small deal teams responsible for identifying, conducting due diligence, structuring, executing, and monitoring investments and are involved in a wide variety of exciting transactions across the capital structure in a variety of industries. VPs are also responsible for the training and support of the junior team members, ensuring effective portfolio management, and collaborating with internal and external stakeholders. Responsibilities • Build relationships with issuers, sponsors, and internal GS stakeholders • Directly originate private placement corporate and infrastructure transactions externally • Liaise with internal bankers to generate investment opportunities • Work closely with EMEA sales coverage to identify client prospects • Support the management of deal teams and associated staffing requests • Train junior staff members on deal structuring and issuer communication Qualifications • 10+ years of experience in debt capital markets, preferably 10+ in the private placement market • Four-year degree from an accredited college or university; MBA and/or CFA preferred • Extensive knowledge on the UK private placement investor base and issuer universe • Proficiency in all aspects of the private placement transaction process • Excellent credit analysis, oral and written communication skills • Experience in managing relationships with issuers, placement agents, and financial advisors 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:
Jan 25, 2025
Full time
Goldman Sachs Alternatives - Investment Grade Private Credit Investing - Vice President - London location_on London, Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Vice President OFFICE LOCATION(S): London JOB FUNCTION: Investing & Portfolio Management - Private DIVISION: Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $3 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: • Investors, spanning traditional and alternative markets offering products and services • Advisors, understanding our clients' priorities and poised to help provide investment advice and strategies that make sense for their portfolios • Thought Leaders, providing timely insights across macro and secular themes to help inform our clients' investment decisions • Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals The Investment Grade Private Credit EMEA Vice President The Investment Grade Private Credit ("IGPC") team originates, executes, and manages primarily investment grade credit investments across comingled credit funds and separately managed accounts (SMA) on behalf of pension and insurance clients. IGPC focuses on corporate and infrastructure debt for public and private companies globally with an investment grade profile. Vice Presidents support the business by working as part of small deal teams responsible for identifying, conducting due diligence, structuring, executing, and monitoring investments and are involved in a wide variety of exciting transactions across the capital structure in a variety of industries. VPs are also responsible for the training and support of the junior team members, ensuring effective portfolio management, and collaborating with internal and external stakeholders. Responsibilities • Build relationships with issuers, sponsors, and internal GS stakeholders • Directly originate private placement corporate and infrastructure transactions externally • Liaise with internal bankers to generate investment opportunities • Work closely with EMEA sales coverage to identify client prospects • Support the management of deal teams and associated staffing requests • Train junior staff members on deal structuring and issuer communication Qualifications • 10+ years of experience in debt capital markets, preferably 10+ in the private placement market • Four-year degree from an accredited college or university; MBA and/or CFA preferred • Extensive knowledge on the UK private placement investor base and issuer universe • Proficiency in all aspects of the private placement transaction process • Excellent credit analysis, oral and written communication skills • Experience in managing relationships with issuers, placement agents, and financial advisors 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:
Head of Client Accounting - Property / Manchester Location / Salary £55,000 - £65,000 + Bonus + Benefits + Hybrid Working / Property Experience Essential / Permanent Role / Fantastic Opportunity NC Associates are working with a rapidy expanding property management business based in Manchester to help recruit a Head of Client Accounting. This is a pivotal role within the finance team and will require someone who has a wealth of experience within property management. As the Head of Client Accounting you will manage a team of Client Accountants and work closely with the senior management team in developing the team. Duties Managing a team of Client Accountants with regular 1-2-1, training and development, recruitment of the team Raise charges and demands via prompts from automatic reporting produced weekly. Monthly Bank Reconciliations on Qube. Reporting - SC Year end Audit Packs, Owner Statements run at fund level, Debtors, Bank statement, Bank rec each fund. Budgets - To load budget and raise charges via instruction received from PM Monitoring all cash balances, moving service charge/rent funds to correct accounts. Production and submission of quarterly VAT returns to HMRC. Updating and maintaining the property management accounting systems and other databases Provide training on property systems and service charge Advise on annual service charge budgets and upload onto QUBE including tenant apportionments Month end shut down and client reporting. Analyse pre purchase service charge data Produce Cash Balance Report and liaise with the Purchase Ledger and Credit Control departments to resolve funding issues on properties to ensure all services are provided to each building Manually bill insurance apportioning the charges where necessary Service Charge Accounting - generating balancing charges when required. Essential Experience Required To be successful in your application for this role you MUST have the following experience Previous experience as a Senior Client Accountant / Manager Previous management experience Experience of working within the property sector ideally commercial property Excellent communicational skills Strong Excel and reporting experience What's on Offer? This is a unique position which offers and very attractive salary and benefits package which includes a bonus and hybrid working, they also offer career development and an opportunity to work closely with the senior management team. Please send your CV for a confidential chat to Wayne Caunce at NC Associates or call 01 We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Dec 20, 2022
Full time
Head of Client Accounting - Property / Manchester Location / Salary £55,000 - £65,000 + Bonus + Benefits + Hybrid Working / Property Experience Essential / Permanent Role / Fantastic Opportunity NC Associates are working with a rapidy expanding property management business based in Manchester to help recruit a Head of Client Accounting. This is a pivotal role within the finance team and will require someone who has a wealth of experience within property management. As the Head of Client Accounting you will manage a team of Client Accountants and work closely with the senior management team in developing the team. Duties Managing a team of Client Accountants with regular 1-2-1, training and development, recruitment of the team Raise charges and demands via prompts from automatic reporting produced weekly. Monthly Bank Reconciliations on Qube. Reporting - SC Year end Audit Packs, Owner Statements run at fund level, Debtors, Bank statement, Bank rec each fund. Budgets - To load budget and raise charges via instruction received from PM Monitoring all cash balances, moving service charge/rent funds to correct accounts. Production and submission of quarterly VAT returns to HMRC. Updating and maintaining the property management accounting systems and other databases Provide training on property systems and service charge Advise on annual service charge budgets and upload onto QUBE including tenant apportionments Month end shut down and client reporting. Analyse pre purchase service charge data Produce Cash Balance Report and liaise with the Purchase Ledger and Credit Control departments to resolve funding issues on properties to ensure all services are provided to each building Manually bill insurance apportioning the charges where necessary Service Charge Accounting - generating balancing charges when required. Essential Experience Required To be successful in your application for this role you MUST have the following experience Previous experience as a Senior Client Accountant / Manager Previous management experience Experience of working within the property sector ideally commercial property Excellent communicational skills Strong Excel and reporting experience What's on Offer? This is a unique position which offers and very attractive salary and benefits package which includes a bonus and hybrid working, they also offer career development and an opportunity to work closely with the senior management team. Please send your CV for a confidential chat to Wayne Caunce at NC Associates or call 01 We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
About Global Client Group The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a 'One Nuveen' experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients. Nuveen targets the largest sources of investment capital around the world. Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions. About Global Client Services Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience. Position Summary Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US market. The Vice President, Wealth Client Services position is a critical part of the building process, and is responsible for partnering with Distribution, Product, Technology, Operations, Legal/Compliance and Investments to implement scalable EMEA Wealth servicing capabilities and deliver an exceptional client experience to support Nuveen's growth aspirations in the channel. Primary Responsibilities Play a lead role in onboarding new distribution partners, inclusive of FinTech platform, including negotiation and execution of distribution agreements in partnership with Product and Distribution Engage and manage relationships with platform providers such as All Funds to ensure Nuveen funds are represented and accessible to interested prospects and clients Manage inbound client requests and work with Distribution to satisfy all client queries Understand dynamics between Nuveen and its Transfer Agent, develop deep operational and technical knowledge of the associated processes, and manage any escalations as necessary (e.g., account opening escalation from an advisor) Represent Nuveen's UCITS platform and associated data across external (e.g., Bloomberg, Lipper, FundInfo, Morningstar) and internal (e.g., RFP) databases Work with Product and Legal/Compliance to understand the evolving regulatory environment and its impact on Nuveen's EMEA Wealth business, and manage related projects and communications (internal and external) Identify opportunities to improve the client servicing and data management processes and partner with Business Transformation to drive implementation Support Distribution and Product teams where necessary with marketing and regulatory documentation Over time, build a wealth client servicing team to support continued growth and provide in-country servicing. Experience/Capabilities Minimum of 8 years of experience in the investment management industry Experience in EMEA wealth/wholesale/retail distribution or client service and a strong operational mindset and approach Excellent end-to-end generalist problem solving skills and ability to identify and analyze issues; ability to think/plan strategically and act tactically Deep sense of accountability and strong interest in building a function from the ground-up Collaborative engagement style and ability to communicate effectively with stakeholders at all levels and across the region Strong internal and external client service orientation Sharp attention to detail Italian, German and/or French language skills a plus _ Company Overview Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: Email: Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of Nuveen residing in Europe and APAC, please click here . For Applicants of Greenwood residing in Brazil (English), click here . For Applicants of Greenwood residing in Brazil (Portuguese), click here . For Applicants of Westchester residing in Brazil (English), click here . For Applicants of Westchester residing in Brazil (Portuguese), click here .
Dec 19, 2022
Full time
About Global Client Group The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a 'One Nuveen' experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients. Nuveen targets the largest sources of investment capital around the world. Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions. About Global Client Services Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience. Position Summary Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US market. The Vice President, Wealth Client Services position is a critical part of the building process, and is responsible for partnering with Distribution, Product, Technology, Operations, Legal/Compliance and Investments to implement scalable EMEA Wealth servicing capabilities and deliver an exceptional client experience to support Nuveen's growth aspirations in the channel. Primary Responsibilities Play a lead role in onboarding new distribution partners, inclusive of FinTech platform, including negotiation and execution of distribution agreements in partnership with Product and Distribution Engage and manage relationships with platform providers such as All Funds to ensure Nuveen funds are represented and accessible to interested prospects and clients Manage inbound client requests and work with Distribution to satisfy all client queries Understand dynamics between Nuveen and its Transfer Agent, develop deep operational and technical knowledge of the associated processes, and manage any escalations as necessary (e.g., account opening escalation from an advisor) Represent Nuveen's UCITS platform and associated data across external (e.g., Bloomberg, Lipper, FundInfo, Morningstar) and internal (e.g., RFP) databases Work with Product and Legal/Compliance to understand the evolving regulatory environment and its impact on Nuveen's EMEA Wealth business, and manage related projects and communications (internal and external) Identify opportunities to improve the client servicing and data management processes and partner with Business Transformation to drive implementation Support Distribution and Product teams where necessary with marketing and regulatory documentation Over time, build a wealth client servicing team to support continued growth and provide in-country servicing. Experience/Capabilities Minimum of 8 years of experience in the investment management industry Experience in EMEA wealth/wholesale/retail distribution or client service and a strong operational mindset and approach Excellent end-to-end generalist problem solving skills and ability to identify and analyze issues; ability to think/plan strategically and act tactically Deep sense of accountability and strong interest in building a function from the ground-up Collaborative engagement style and ability to communicate effectively with stakeholders at all levels and across the region Strong internal and external client service orientation Sharp attention to detail Italian, German and/or French language skills a plus _ Company Overview Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: Email: Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of Nuveen residing in Europe and APAC, please click here . For Applicants of Greenwood residing in Brazil (English), click here . For Applicants of Greenwood residing in Brazil (Portuguese), click here . For Applicants of Westchester residing in Brazil (English), click here . For Applicants of Westchester residing in Brazil (Portuguese), click here .
Front Office Counterparty Risk - Associate / Vice President (London) Job Description - Front Office Counterparty Risk - Associate / Vice President Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manages risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instruments including stocks, bonds, derivatives, foreign exchange, and commodities. Our professionals provide liquidity and content to clients around the world, actively assessing and managing risk, trading securities, and planning and executing transactions in the fast-changing markets. As the needs of our clients become increasingly complex, we often develop customized solutions. Qualifications Primary Responsibilities The candidate will work within the in business / front office risk team and is expected to be comfortable to lead tasks independently, including the following: Perform Initial Margin Calculation for all FI products as well as Commodities and Repos Be point of contact to explain Initial Margin calculation to both internal stakeholders (Sales & Trading) as well as hedge fund clients Provide oversight of the daily margin call dispute investigations and decide when to escalate to Management Provide oversight of the daily settlement fails investigations and decide when to escalate to Management Actively track the daily stress loss calculations and oversee the part of the team investigating material changes. Participate in LIVE trade approval processes & forums Participate in client on-boarding committees Assist in methodology and research related to risk models (e.g. stress testing, SIMM etc.) Ad Hoc risk analysis in response to market events, or in response to client related developments Skills required Master's Degree at Financial Engineering / Mathematics / Applied Sciences Experience in a Counterparty Risk or Structuring, Strat, XVA, Credit Risk / Market Risk Analytics team Expert knowledge of Fixed Income products with a specialisation in Interest rates Strong work ethic Knowledge of programming languages (e.g., Python) is a plus Willing and eager to learn and work with different teams and divisions of the Firm Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. For further information, and to apply, please visit our website via the "Apply" button below.
Dec 13, 2022
Full time
Front Office Counterparty Risk - Associate / Vice President (London) Job Description - Front Office Counterparty Risk - Associate / Vice President Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manages risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instruments including stocks, bonds, derivatives, foreign exchange, and commodities. Our professionals provide liquidity and content to clients around the world, actively assessing and managing risk, trading securities, and planning and executing transactions in the fast-changing markets. As the needs of our clients become increasingly complex, we often develop customized solutions. Qualifications Primary Responsibilities The candidate will work within the in business / front office risk team and is expected to be comfortable to lead tasks independently, including the following: Perform Initial Margin Calculation for all FI products as well as Commodities and Repos Be point of contact to explain Initial Margin calculation to both internal stakeholders (Sales & Trading) as well as hedge fund clients Provide oversight of the daily margin call dispute investigations and decide when to escalate to Management Provide oversight of the daily settlement fails investigations and decide when to escalate to Management Actively track the daily stress loss calculations and oversee the part of the team investigating material changes. Participate in LIVE trade approval processes & forums Participate in client on-boarding committees Assist in methodology and research related to risk models (e.g. stress testing, SIMM etc.) Ad Hoc risk analysis in response to market events, or in response to client related developments Skills required Master's Degree at Financial Engineering / Mathematics / Applied Sciences Experience in a Counterparty Risk or Structuring, Strat, XVA, Credit Risk / Market Risk Analytics team Expert knowledge of Fixed Income products with a specialisation in Interest rates Strong work ethic Knowledge of programming languages (e.g., Python) is a plus Willing and eager to learn and work with different teams and divisions of the Firm Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. For further information, and to apply, please visit our website via the "Apply" button below.
Macquarie Asset Management's Client Solutions Group is looking to hire a Senior Vice President (SVP) / Associate Director (AD) level team member who will focus on co-investments and strategic partnerships within our infrastructure equity business. With a focus on our global infrastructure equity platform, you will assist with co-investment related equity fundraising (both building bidding consortia and equity syndications), investor relations and the development of our global co-investment framework. Furthermore, you will work on due diligence materials for existing and potential co-investors whilst working closely with our global co-investment director, investment teams, product specialists and relationship managers. You will also be closely involved in the negotiation of equity documentation including shareholders agreements. You will also work on the creation and execution of strategic partnerships with some of our largest clients. A solid understanding of the acquisition lifecycle, infrastructure equity funds, equity documentation and investments across all sectors are key to being able to respond to our investor's queries and investment teams requirements for co-investment capital. You will be someone who can work dynamically across multiple workstreams whilst managing multiple stakeholder interests. Our Client Solutions Group is responsible for Macquarie Asset Management's investor interface across product development, capital raising, investor relations and co-investment. We have a globally diverse investor base, and the team covers the world's largest and most sophisticated institutional investors globally, including Pension Funds, Insurance Companies, Sovereign Wealth Funds, UHNW individuals and Foundations. We attract and select high-calibre individuals, while numerical or analytical degrees are favourable, it is not a requirement if you are able to demonstrate the required skill-set. Our employees are diverse, motivated, and collaborative and are all committed to Macquarie's key principles of integrity, accountability and opportunity. If you have experience in the infrastructure equity sector, ideally through transactions, in fund management, investment banking or strategy consulting, we want to hear from you. About Macquarie Asset Management Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief.
Sep 24, 2022
Full time
Macquarie Asset Management's Client Solutions Group is looking to hire a Senior Vice President (SVP) / Associate Director (AD) level team member who will focus on co-investments and strategic partnerships within our infrastructure equity business. With a focus on our global infrastructure equity platform, you will assist with co-investment related equity fundraising (both building bidding consortia and equity syndications), investor relations and the development of our global co-investment framework. Furthermore, you will work on due diligence materials for existing and potential co-investors whilst working closely with our global co-investment director, investment teams, product specialists and relationship managers. You will also be closely involved in the negotiation of equity documentation including shareholders agreements. You will also work on the creation and execution of strategic partnerships with some of our largest clients. A solid understanding of the acquisition lifecycle, infrastructure equity funds, equity documentation and investments across all sectors are key to being able to respond to our investor's queries and investment teams requirements for co-investment capital. You will be someone who can work dynamically across multiple workstreams whilst managing multiple stakeholder interests. Our Client Solutions Group is responsible for Macquarie Asset Management's investor interface across product development, capital raising, investor relations and co-investment. We have a globally diverse investor base, and the team covers the world's largest and most sophisticated institutional investors globally, including Pension Funds, Insurance Companies, Sovereign Wealth Funds, UHNW individuals and Foundations. We attract and select high-calibre individuals, while numerical or analytical degrees are favourable, it is not a requirement if you are able to demonstrate the required skill-set. Our employees are diverse, motivated, and collaborative and are all committed to Macquarie's key principles of integrity, accountability and opportunity. If you have experience in the infrastructure equity sector, ideally through transactions, in fund management, investment banking or strategy consulting, we want to hear from you. About Macquarie Asset Management Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief.
Job Title Corporate Tax Associate/Senior Associate Closing Date 30-Sep-2022 Department Corporate Tax Job Location Bristol; London; Reading Role Lawyers Description "Osborne Clarke's Corporate Tax team is 'one of the best in the business'" Legal 500 UK We are looking for a Senior Associate to join our highly regarded Corporate Tax team and be based in any of our UK offices (London, Reading or Bristol). We will also consider applications at Associate level. Osborne Clarke has an established, highly regarded and growing Tax Group both in the UK and internationally. In the UK the nine partner Tax Group covers four teams - Corporate Tax, Incentives, Private Wealth and Tax Litigation. You will be joining a successful firm with a collegiate and supportive culture, which makes it a rewarding place to work. As well as being happy to consider candidates in different locations we also welcome applications from candidates wishing to work flexibly in terms of their working pattern. We are pleased to consider candidates wishing to work part-time to a minimum of 3 days per week or equivalent hours. The practice Our Corporate Tax team is a strong, four partner team which operates as one team with lawyers currently based in London and Bristol. As one team spread across offices, we are used to being agile and support flexible working practices. We also work closely with colleagues within Osborne Clarke including our international offices and especially from our private equity, funds, corporate, real estate, projects, and banking teams. The team enjoys a varied and quality work load for mainly City-based and international clients. We provide our clients with tailored UK and cross-border tax advice that helps them meet their business objectives and our work ranges from stand-alone tax advisory mandates to transaction linked advice. We undertake complex tax structuring mandates particularly for funds, real estate, private equity and corporate clients. Our reputation is for giving technically excellent advice that is commercial and user-friendly regardless of whether we are providing strategic support or working under pressure on a transaction. The team is pro-active and forward looking, an approach which generates significant advisory work for the team and allows team members to develop specialisms in areas of interest. We seek to build strong and long lasting relationships with clients and colleagues. We are closely aligned to Osborne Clarke's sector and transformation strategies and particularly active, with strong client relationships, within the areas and sectors of technology, media and communications; real estate and infrastructure; financial services; and healthcare and life sciences. Find out more about our Tax Group and the clients of Osborne Clarke using this link: The team The Corporate Tax team is currently made up of 4 Partners, 3 Associate Directors, 4 Senior Associates, 2 Associates, 1 Trainee Solicitor, 1 Solicitor Apprentice and a dedicated Knowledge Lawyer. We work as one team, offer an excellent training programme and support for external study and actively support each team member's career development. Our approach ensures our lawyers are technically excellent and have rewarding careers within a collegiate working environment. The work Our clients include high-profile publicly listed companies, management teams, investment funds, family owned businesses, real estate investors and developers. Some examples of the deals we've recently advised on that are in the public domain and which can be viewed on our website are as follows: We advised Notonthehighstreet and its management team on the sale of the company to growth equity firm Great Hill Partners; We advised, LDC, and the Plimsoll Productions management team on the sale of a majority interest in Plimsoll Productions to ITV plc; We provided structuring tax advice and transaction support to long standing private equity client, Tenzing, on its investment in MetaCompliance, a market-leading cybersecurity awareness training and compliance platform; We advised growth investor Synova Capital on the buy-out of JM Glendinning Group Limited, a specialist broker operating within the commercial lines insurance market; We provided tax structuring advice and transactional support to leading Bristol developer, Cubex with backing by Fiera Capital, in relation to Grainger's acquisition of a forward funded build to rent development in Bristol; We provided indirect tax advice and transactional support to Vistry Partnerships (formerly Galliford Try Partnerships) on the development agreement for Meridian One, the first phase of the a 20-year regeneration programme led by the London Borough of Enfield; We advised Octopus Renewables Infrastructure Trust in the set up and funding of Nordic Renewables with a €3.5m investment; We continue to act for long standing client, Foresight, and recently acted on its solar development joint venture with Island Green Power; We advised KKR (in joint venture with Mirastar) on their first UK acquisition for KKR's Core+ strategy for Real Estate. KKR and Mirastar acquired four UK logistics assets in Harlow for £160m from TPG, a leading global alternative asset management firm; and We have advised on the acquisition of a majority interest in Fore Freedom Holdings B.V., a fibre-to-the-premises network business in the Netherlands, from funds managed by Ancala Partners. Technical skills and experience The successful candidate will be able to demonstrate experience gained from working within a transactional and/or advisory tax practice. They will have strong technical abilities and be able to demonstrate their understanding of UK tax rules and structures. We encourage applications from both candidates with broad technical expertise and those who may be a specialist in one or more of the areas within our the practice areas noted above. At Senior Associate level we would expect a candidate to evidence their ability to manage matters and to act as lead fee earner on transactional mandates. Due to the nature of the work and the current team needs, we are ideally looking to appoint an Senior Associate. We will also consider an Associate with recent relevant experience. Your career development Like all our lawyers, you will benefit from our multi-award winning career development programme. At each stage of your career this provides you with: clear expectations of your role and what it takes to progress; high quality clients and work, with early responsibility and client exposure; thorough assessment and individual feedback from a range of experienced colleagues; robust technical training with early skills based development, increasingly tailored to you; and reward for your contribution, progression and potential, rather than PQE or tenure. Salary and benefits We offer competitive salaries and generous benefits. For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Angharad Jenkins in the recruitment team on . Osborne Clarke is an inclusive working environment and values diversity in its workforce. Salary and benefits We offer competitive salaries and generous benefits . For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Emily Webb in the recruitment team on or . At Osborne Clarke we value difference and encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual or romantic orientations. We want everyone to feel that OC is a place where you can be yourself and where you belong, and our range of interest groups and diversity networks - not to mention our great teams - are a part of making that a reality. We support working families via a range of family and caring friendly policies and will accommodate flexible working where we can. We value the health and wellbeing of our people: for example, we're signatories to the Mindful Business Charter, have an active network of mental health champions and offer free initiatives and flexible benefits to all our people. Being an inclusive employer is important to us. We have made a number of external commitments such as the Race Fairness Commitment and Women in Law Pledge, and are working with organisations like Stonewall to become a more inclusive employer. Osborne Clarke is a Living Wage Employer, so we're committed to paying everybody in our business enough to live on and to enable them to save for the future. We want you to be able to show us your best during the recruitment process. If you require any adjustments to be made during the application, interview process or when working with us, please let us know.
Sep 24, 2022
Full time
Job Title Corporate Tax Associate/Senior Associate Closing Date 30-Sep-2022 Department Corporate Tax Job Location Bristol; London; Reading Role Lawyers Description "Osborne Clarke's Corporate Tax team is 'one of the best in the business'" Legal 500 UK We are looking for a Senior Associate to join our highly regarded Corporate Tax team and be based in any of our UK offices (London, Reading or Bristol). We will also consider applications at Associate level. Osborne Clarke has an established, highly regarded and growing Tax Group both in the UK and internationally. In the UK the nine partner Tax Group covers four teams - Corporate Tax, Incentives, Private Wealth and Tax Litigation. You will be joining a successful firm with a collegiate and supportive culture, which makes it a rewarding place to work. As well as being happy to consider candidates in different locations we also welcome applications from candidates wishing to work flexibly in terms of their working pattern. We are pleased to consider candidates wishing to work part-time to a minimum of 3 days per week or equivalent hours. The practice Our Corporate Tax team is a strong, four partner team which operates as one team with lawyers currently based in London and Bristol. As one team spread across offices, we are used to being agile and support flexible working practices. We also work closely with colleagues within Osborne Clarke including our international offices and especially from our private equity, funds, corporate, real estate, projects, and banking teams. The team enjoys a varied and quality work load for mainly City-based and international clients. We provide our clients with tailored UK and cross-border tax advice that helps them meet their business objectives and our work ranges from stand-alone tax advisory mandates to transaction linked advice. We undertake complex tax structuring mandates particularly for funds, real estate, private equity and corporate clients. Our reputation is for giving technically excellent advice that is commercial and user-friendly regardless of whether we are providing strategic support or working under pressure on a transaction. The team is pro-active and forward looking, an approach which generates significant advisory work for the team and allows team members to develop specialisms in areas of interest. We seek to build strong and long lasting relationships with clients and colleagues. We are closely aligned to Osborne Clarke's sector and transformation strategies and particularly active, with strong client relationships, within the areas and sectors of technology, media and communications; real estate and infrastructure; financial services; and healthcare and life sciences. Find out more about our Tax Group and the clients of Osborne Clarke using this link: The team The Corporate Tax team is currently made up of 4 Partners, 3 Associate Directors, 4 Senior Associates, 2 Associates, 1 Trainee Solicitor, 1 Solicitor Apprentice and a dedicated Knowledge Lawyer. We work as one team, offer an excellent training programme and support for external study and actively support each team member's career development. Our approach ensures our lawyers are technically excellent and have rewarding careers within a collegiate working environment. The work Our clients include high-profile publicly listed companies, management teams, investment funds, family owned businesses, real estate investors and developers. Some examples of the deals we've recently advised on that are in the public domain and which can be viewed on our website are as follows: We advised Notonthehighstreet and its management team on the sale of the company to growth equity firm Great Hill Partners; We advised, LDC, and the Plimsoll Productions management team on the sale of a majority interest in Plimsoll Productions to ITV plc; We provided structuring tax advice and transaction support to long standing private equity client, Tenzing, on its investment in MetaCompliance, a market-leading cybersecurity awareness training and compliance platform; We advised growth investor Synova Capital on the buy-out of JM Glendinning Group Limited, a specialist broker operating within the commercial lines insurance market; We provided tax structuring advice and transactional support to leading Bristol developer, Cubex with backing by Fiera Capital, in relation to Grainger's acquisition of a forward funded build to rent development in Bristol; We provided indirect tax advice and transactional support to Vistry Partnerships (formerly Galliford Try Partnerships) on the development agreement for Meridian One, the first phase of the a 20-year regeneration programme led by the London Borough of Enfield; We advised Octopus Renewables Infrastructure Trust in the set up and funding of Nordic Renewables with a €3.5m investment; We continue to act for long standing client, Foresight, and recently acted on its solar development joint venture with Island Green Power; We advised KKR (in joint venture with Mirastar) on their first UK acquisition for KKR's Core+ strategy for Real Estate. KKR and Mirastar acquired four UK logistics assets in Harlow for £160m from TPG, a leading global alternative asset management firm; and We have advised on the acquisition of a majority interest in Fore Freedom Holdings B.V., a fibre-to-the-premises network business in the Netherlands, from funds managed by Ancala Partners. Technical skills and experience The successful candidate will be able to demonstrate experience gained from working within a transactional and/or advisory tax practice. They will have strong technical abilities and be able to demonstrate their understanding of UK tax rules and structures. We encourage applications from both candidates with broad technical expertise and those who may be a specialist in one or more of the areas within our the practice areas noted above. At Senior Associate level we would expect a candidate to evidence their ability to manage matters and to act as lead fee earner on transactional mandates. Due to the nature of the work and the current team needs, we are ideally looking to appoint an Senior Associate. We will also consider an Associate with recent relevant experience. Your career development Like all our lawyers, you will benefit from our multi-award winning career development programme. At each stage of your career this provides you with: clear expectations of your role and what it takes to progress; high quality clients and work, with early responsibility and client exposure; thorough assessment and individual feedback from a range of experienced colleagues; robust technical training with early skills based development, increasingly tailored to you; and reward for your contribution, progression and potential, rather than PQE or tenure. Salary and benefits We offer competitive salaries and generous benefits. For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Angharad Jenkins in the recruitment team on . Osborne Clarke is an inclusive working environment and values diversity in its workforce. Salary and benefits We offer competitive salaries and generous benefits . For more information or to apply At Osborne Clarke we welcome direct applications - if you would like any further information about the role, or the firm, we would be delighted to hear from you. Please contact, in complete confidence, Emily Webb in the recruitment team on or . At Osborne Clarke we value difference and encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual or romantic orientations. We want everyone to feel that OC is a place where you can be yourself and where you belong, and our range of interest groups and diversity networks - not to mention our great teams - are a part of making that a reality. We support working families via a range of family and caring friendly policies and will accommodate flexible working where we can. We value the health and wellbeing of our people: for example, we're signatories to the Mindful Business Charter, have an active network of mental health champions and offer free initiatives and flexible benefits to all our people. Being an inclusive employer is important to us. We have made a number of external commitments such as the Race Fairness Commitment and Women in Law Pledge, and are working with organisations like Stonewall to become a more inclusive employer. Osborne Clarke is a Living Wage Employer, so we're committed to paying everybody in our business enough to live on and to enable them to save for the future. We want you to be able to show us your best during the recruitment process. If you require any adjustments to be made during the application, interview process or when working with us, please let us know.
Description About this role Business Unit Overview: iShares & Wealth EMEA is the distribution business providing cross-border solutions to intermediaries who serve the full spectrum of privately-owned Wealth, but also to Asset Managers and Asset Owners across Europe, the Middle East and Africa. Our clients are predominantly institutional investors like pension funds, global and multi-national banks, wealth managers and insurers. Product proposition comprises a broad range of both actively managed and index pooled investment vehicles. Job Purpose/Background: BlackRock's EMEA iShares & Wealth (iSW) business is looking for an experienced product execution strategist to lead the cross-organisational efforts to position and prioritise our active and index platforms through product campaign initiatives. The primary responsibility of the role will be to define and drive the sales execution plans for the defined product focus areas across the iShares and Wealth client business. This will require the definition of coherent commercial messaging across the platform, creating / managing the product rollout calendar for iSW and driving sales training across both index and active within each client segment for the business. The individual will also own the implementation of product distribution initiatives in partnership with sales leadership, client segment leads and the individual country sales teams. Other key responsibilities include the creation and implementation of a scalable and repeatable approach to product campaigns, the definition of product collateral requirements in partnership with marketing and product specialists / strategists and alignment of our index/active proposition through regular sales and client engagement. There will be a requirement to work in strong partnership with the WPG asset class leads, the active investment teams, ETF & index investment (EII) product segment teams, EII product distribution function, global product group, marketing and other key stakeholders across the firm. Reporting to the Head of EMEA Wealth Product Group (WPG), with additional accountability to the EII Head of Product Distribution, the successful candidate will possess a deep knowledge of EMEA Wealth distribution, the index and active fund markets, investment management, capital markets, sustainable investing and alternative strategies. Additionally, the candidate must have exceptional communication skills, the ability to form trusted relationships and work across the organisation to build consensus for tactical and strategic sales initiatives. Key Responsibilities: Define and execute the product campaigns/product distribution initiatives within EMEA iSW across index and active Responsibility for the effective commercialisation of BlackRock's product platform for the iSW business Responsibility for driving alignment with investment team partners, marketing and segment leads within the region for priority products and associated client activity The successful candidate will need to build strong relationships with key stakeholders in iSW and partner functions such as portfolio management, product strategy, and marketing They will also be required to represent the iSW business in front of the firm's senior leadership to articulate the product execution plan for iSW As a Director they will be expected to develop more junior members of WPG Product Execution Translating product focus into commercial messaging, campaign calendar, marketing collateral, training of the sales teams (Active & Index), planning through countries/client segments or functions. Identify key levers for campaign activity such as product collateral, sales narrative, scaled marketing requirements (media/events/podcasts/email outreach) and sales training. Drive the delivery and lead the execution of these inputs. Work with the individual client segment sales teams (Wealth, Asset managers, Asset owners, Manager research and Digital) within iSW to define and execute product / client plans across the region Leverage technology, pipeline data and analytics to drive sales activity, maximise campaign traction and track success Understand buying behaviour across countries and client segments to nuance the product plan by client type Partner with counterparts in EII to ensure that the active product plan is coordinated with index and leverages the full breadth of BlackRock's capabilities Organise "virtual" teams that meet regularly to discuss and execute on asset class plans and align key stakeholders behind the plan Define number of campaigns required and different types (soft/hard launch, identification of target market) Study and evaluate industry trends, competitive dynamics and highlight sales opportunities using data Help define and position BlackRock's competitive advantage in the investment strategies landscape; understand industry dynamics, drivers of growth and how to effectively position BlackRock's funds in this context Own the product narrative and key messaging in the context of current investment themes and macro conditions. Ensure this remains relevant and compelling. Ensure consistent delivery of collateral, content and training to optimise sales focus Regular communication with regional stakeholders, sales heads and sales leadership groups to understand sales and client feedback around the reception of product messages and position Measurement of success: Successfully reach execution goals for calendar year based on gross and net metrics Receptivity of product positioning and strategies by sales force and clients Delivery of sales training and collaboration with the business to deliver mandatory training that can be tracked and audited Ability to grow investor base for new strategies and maintain for more mature range Experience/Qualifications: BA/BS required Proven financial services experience, preferably with a focus on mutual fund strategy, sales, index and alternatives Strong understanding of marketing and PR methods for EMEA intermediary-sold mutual funds, industry trends, and different segments (Bank, Insurance, IFA) Strong understanding of the asset management industry with a preference for a product specialist background Strong capital market knowledge Preference for multi-lingual candidate (German, French or Italian as second language) Ability to execute across teams and drive projects with input and feedback from key stakeholders Working knowledge of investment databases, including Morningstar and Bloomberg, knowledge of Aladdin would also be a plus Understanding of performance attribution, market factors and drivers of returns across mutual funds and asset classes Solid interpersonal skills and ability to quickly form meaningful working partnerships and demonstrate leadership Superior writing and editorial skills Strong presentation skills and ability to deliver pertinent facts in a concise fashion Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Dec 07, 2021
Full time
Description About this role Business Unit Overview: iShares & Wealth EMEA is the distribution business providing cross-border solutions to intermediaries who serve the full spectrum of privately-owned Wealth, but also to Asset Managers and Asset Owners across Europe, the Middle East and Africa. Our clients are predominantly institutional investors like pension funds, global and multi-national banks, wealth managers and insurers. Product proposition comprises a broad range of both actively managed and index pooled investment vehicles. Job Purpose/Background: BlackRock's EMEA iShares & Wealth (iSW) business is looking for an experienced product execution strategist to lead the cross-organisational efforts to position and prioritise our active and index platforms through product campaign initiatives. The primary responsibility of the role will be to define and drive the sales execution plans for the defined product focus areas across the iShares and Wealth client business. This will require the definition of coherent commercial messaging across the platform, creating / managing the product rollout calendar for iSW and driving sales training across both index and active within each client segment for the business. The individual will also own the implementation of product distribution initiatives in partnership with sales leadership, client segment leads and the individual country sales teams. Other key responsibilities include the creation and implementation of a scalable and repeatable approach to product campaigns, the definition of product collateral requirements in partnership with marketing and product specialists / strategists and alignment of our index/active proposition through regular sales and client engagement. There will be a requirement to work in strong partnership with the WPG asset class leads, the active investment teams, ETF & index investment (EII) product segment teams, EII product distribution function, global product group, marketing and other key stakeholders across the firm. Reporting to the Head of EMEA Wealth Product Group (WPG), with additional accountability to the EII Head of Product Distribution, the successful candidate will possess a deep knowledge of EMEA Wealth distribution, the index and active fund markets, investment management, capital markets, sustainable investing and alternative strategies. Additionally, the candidate must have exceptional communication skills, the ability to form trusted relationships and work across the organisation to build consensus for tactical and strategic sales initiatives. Key Responsibilities: Define and execute the product campaigns/product distribution initiatives within EMEA iSW across index and active Responsibility for the effective commercialisation of BlackRock's product platform for the iSW business Responsibility for driving alignment with investment team partners, marketing and segment leads within the region for priority products and associated client activity The successful candidate will need to build strong relationships with key stakeholders in iSW and partner functions such as portfolio management, product strategy, and marketing They will also be required to represent the iSW business in front of the firm's senior leadership to articulate the product execution plan for iSW As a Director they will be expected to develop more junior members of WPG Product Execution Translating product focus into commercial messaging, campaign calendar, marketing collateral, training of the sales teams (Active & Index), planning through countries/client segments or functions. Identify key levers for campaign activity such as product collateral, sales narrative, scaled marketing requirements (media/events/podcasts/email outreach) and sales training. Drive the delivery and lead the execution of these inputs. Work with the individual client segment sales teams (Wealth, Asset managers, Asset owners, Manager research and Digital) within iSW to define and execute product / client plans across the region Leverage technology, pipeline data and analytics to drive sales activity, maximise campaign traction and track success Understand buying behaviour across countries and client segments to nuance the product plan by client type Partner with counterparts in EII to ensure that the active product plan is coordinated with index and leverages the full breadth of BlackRock's capabilities Organise "virtual" teams that meet regularly to discuss and execute on asset class plans and align key stakeholders behind the plan Define number of campaigns required and different types (soft/hard launch, identification of target market) Study and evaluate industry trends, competitive dynamics and highlight sales opportunities using data Help define and position BlackRock's competitive advantage in the investment strategies landscape; understand industry dynamics, drivers of growth and how to effectively position BlackRock's funds in this context Own the product narrative and key messaging in the context of current investment themes and macro conditions. Ensure this remains relevant and compelling. Ensure consistent delivery of collateral, content and training to optimise sales focus Regular communication with regional stakeholders, sales heads and sales leadership groups to understand sales and client feedback around the reception of product messages and position Measurement of success: Successfully reach execution goals for calendar year based on gross and net metrics Receptivity of product positioning and strategies by sales force and clients Delivery of sales training and collaboration with the business to deliver mandatory training that can be tracked and audited Ability to grow investor base for new strategies and maintain for more mature range Experience/Qualifications: BA/BS required Proven financial services experience, preferably with a focus on mutual fund strategy, sales, index and alternatives Strong understanding of marketing and PR methods for EMEA intermediary-sold mutual funds, industry trends, and different segments (Bank, Insurance, IFA) Strong understanding of the asset management industry with a preference for a product specialist background Strong capital market knowledge Preference for multi-lingual candidate (German, French or Italian as second language) Ability to execute across teams and drive projects with input and feedback from key stakeholders Working knowledge of investment databases, including Morningstar and Bloomberg, knowledge of Aladdin would also be a plus Understanding of performance attribution, market factors and drivers of returns across mutual funds and asset classes Solid interpersonal skills and ability to quickly form meaningful working partnerships and demonstrate leadership Superior writing and editorial skills Strong presentation skills and ability to deliver pertinent facts in a concise fashion Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Description About this role Your team This role is part of the newly formed global Web Tech and Engineering (WTE) group at BlackRock. BlackRock's WTE Group's core mission is to increase operational scale and regulatory compliance while modernizing technology for BlackRock's public websites and associated fund data. The services leveraging this platform reach millions of end investors every day delivering timely, accurate and reliable fund data. We view our group as central to BlackRock's future and as a strategic asset to transform the wealth management industry. Your role We are looking for a detail oriented, self-motivated, and collaborative Fund Data Specialist (Associate) to join the WTE team in Edinburgh. They will be responsible for the representation of our products across our public websites and other high-volume services. These products cover an extensive range including iShares ETFs, BlackRock Mutual Funds, Closed End Funds, BlackRock Indexes, and Model Portfolios. The ideal candidate will use their knowledge of financial instruments and markets to build an excellent understanding of our product offering and technology platform. They will need to have excellent communication and proficient negotiation skills to work with a broad group of often senior executives in Product, Sales, Marketing, Technology, Legal and Compliance to ensure that we represent our product in the best possible way. They will partner with our product teams to help them navigate the firm and enable the setup of data feeds with internal and external providers. Finally, they will need to analyse, manage, document and execute operational and technology changes to support Blackrock's ever evolving product offering. Your responsibilities: Interact with various stakeholders to understand the data needs of their product and deliver solutions which address the specific requirements of a product or business. Aid in the formation and execution of platform changes to translate business requirements into scalable technology solutions. Manage the delivery of solutions from ideation to completion, including testing and on-going support of applications. Manage existing production systems and processes, while implementing strategic solutions that help to create common data products that can be used throughout WTE. Be the subject matter expert on Fund data and teach other teams how to navigate the firm and implement scalable changes. Liaise with business areas in order to provide end user support and training. Partner with WTE team members, Onboarding, Product, Legal, Compliance, and other groups on everyday processes to help meet the channel's needs. Work closely with members of the WTE Engineering team to develop new ideas and concepts, and to constantly identify opportunities to improve existing processes. Your skills: Strong written and verbal communication skills. Organized, accurate, and detail oriented. Ability to challenge the status quo, drive change, and influence others at a senior level Desire to succeed as both an individual and team player, with demonstrated ability in being proactive and having initiative to make continual improvements . Experience with product management and/or software development. Experience of producing detailed business requirements documentation. Ability to grasp complex systems and focus on multiple projects and tasks simultaneously. Break down complex problems and explain in simple terms or diagrams. We value if you have: 3+ years of experience in Financial Services or Investment Management. Bachelor's degree in computer science, engineering, mathematics, economics or finance-related field. Formal product management or business analysis qualification. Experience with Python, SQL, PySpark. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Dec 06, 2021
Full time
Description About this role Your team This role is part of the newly formed global Web Tech and Engineering (WTE) group at BlackRock. BlackRock's WTE Group's core mission is to increase operational scale and regulatory compliance while modernizing technology for BlackRock's public websites and associated fund data. The services leveraging this platform reach millions of end investors every day delivering timely, accurate and reliable fund data. We view our group as central to BlackRock's future and as a strategic asset to transform the wealth management industry. Your role We are looking for a detail oriented, self-motivated, and collaborative Fund Data Specialist (Associate) to join the WTE team in Edinburgh. They will be responsible for the representation of our products across our public websites and other high-volume services. These products cover an extensive range including iShares ETFs, BlackRock Mutual Funds, Closed End Funds, BlackRock Indexes, and Model Portfolios. The ideal candidate will use their knowledge of financial instruments and markets to build an excellent understanding of our product offering and technology platform. They will need to have excellent communication and proficient negotiation skills to work with a broad group of often senior executives in Product, Sales, Marketing, Technology, Legal and Compliance to ensure that we represent our product in the best possible way. They will partner with our product teams to help them navigate the firm and enable the setup of data feeds with internal and external providers. Finally, they will need to analyse, manage, document and execute operational and technology changes to support Blackrock's ever evolving product offering. Your responsibilities: Interact with various stakeholders to understand the data needs of their product and deliver solutions which address the specific requirements of a product or business. Aid in the formation and execution of platform changes to translate business requirements into scalable technology solutions. Manage the delivery of solutions from ideation to completion, including testing and on-going support of applications. Manage existing production systems and processes, while implementing strategic solutions that help to create common data products that can be used throughout WTE. Be the subject matter expert on Fund data and teach other teams how to navigate the firm and implement scalable changes. Liaise with business areas in order to provide end user support and training. Partner with WTE team members, Onboarding, Product, Legal, Compliance, and other groups on everyday processes to help meet the channel's needs. Work closely with members of the WTE Engineering team to develop new ideas and concepts, and to constantly identify opportunities to improve existing processes. Your skills: Strong written and verbal communication skills. Organized, accurate, and detail oriented. Ability to challenge the status quo, drive change, and influence others at a senior level Desire to succeed as both an individual and team player, with demonstrated ability in being proactive and having initiative to make continual improvements . Experience with product management and/or software development. Experience of producing detailed business requirements documentation. Ability to grasp complex systems and focus on multiple projects and tasks simultaneously. Break down complex problems and explain in simple terms or diagrams. We value if you have: 3+ years of experience in Financial Services or Investment Management. Bachelor's degree in computer science, engineering, mathematics, economics or finance-related field. Formal product management or business analysis qualification. Experience with Python, SQL, PySpark. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: PIMCO is seeking a Product Associate to work in the EMEA Credit Product Strategy team. The core function of the role involves the analysis of complex data and applying those results to make client focused presentations. The Product Associate must build strong internal relationships and partnerships with Portfolio Managers, Account Associates and Account Managers, Business Development and Compliance teams across the firm. This job will be based in London. Responsibilities: Support Product Strategists in delivering portfolio solutions for clients Lever the effectiveness of the EMEA Credit Product Strategy team so that they can focus on strategy advice and implementation by supervising data/information coordination and analysis Perform detailed portfolio research and quantitative analysis with Excel, Bloomberg, and Business Query Perform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis Work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AM's to ensure continued connectivity and sustained involvement with clients Be an internal resource for client servicing and marketing groups for asset allocation related questions and inquiries Maintain marketing materials such as presentation books and other general education materials Ad Hoc research projects related to competitors Assist in the development of new products and funds Position Requirements: 1-3 years of asset management or wealth management experience Bachelor's degree in in Business/Finance, Economics, Mathematics, or Accounting preferred Well organized, high energy level/self-starter; focus on production and results orientation The ability to work effectively and professionally with all levels of personnel both internally and externally Ability to organize and communicate information effectively Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
Dec 04, 2021
Full time
About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: PIMCO is seeking a Product Associate to work in the EMEA Credit Product Strategy team. The core function of the role involves the analysis of complex data and applying those results to make client focused presentations. The Product Associate must build strong internal relationships and partnerships with Portfolio Managers, Account Associates and Account Managers, Business Development and Compliance teams across the firm. This job will be based in London. Responsibilities: Support Product Strategists in delivering portfolio solutions for clients Lever the effectiveness of the EMEA Credit Product Strategy team so that they can focus on strategy advice and implementation by supervising data/information coordination and analysis Perform detailed portfolio research and quantitative analysis with Excel, Bloomberg, and Business Query Perform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis Work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AM's to ensure continued connectivity and sustained involvement with clients Be an internal resource for client servicing and marketing groups for asset allocation related questions and inquiries Maintain marketing materials such as presentation books and other general education materials Ad Hoc research projects related to competitors Assist in the development of new products and funds Position Requirements: 1-3 years of asset management or wealth management experience Bachelor's degree in in Business/Finance, Economics, Mathematics, or Accounting preferred Well organized, high energy level/self-starter; focus on production and results orientation The ability to work effectively and professionally with all levels of personnel both internally and externally Ability to organize and communicate information effectively Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office
Would you like to work for a top-rated private markets investor globally - whilst taking ownership of your career in client solutions? Macquarie Asset Management - Client Solutions Group is looking to hire a Business Analyst/Associate level German-speaking team member who will focus on our private markets business across infrastructure, renewables, private credit and real estate. With a focus on our private markets platform across EMEA, you will assist with fundraising, investor relations and the development of all our private markets products. Furthermore, you will work closely with our product specialists and relationship managers to produce marketing, investor relations and due diligence materials for existing and potential investors. A solid understanding of the track record of our funds and investments across all sectors are key to be able to respond to our investor's queries. You will also assist with the process of raising new capital for funds and fund establishment, including working with our legal, tax and cosec teams. In time you may also be involved in select co-investment, M&A and asset management activities. Our Client Solutions Group is responsible for Macquarie Asset Management's investor interface across product development, capital raising, investor relations and co-investment. We have a globally diverse investor base, and the team covers the world's largest and most sophisticated institutional investors globally, including Pension Funds, Insurance Companies, Sovereign Wealth Funds, UHNW individuals and Foundations. We attract and select high-calibre individuals, while numerical or analytical degrees are favourable, it is not a requirement if you are able to demonstrate the required skill-set. Our employees are diverse, motivated, and collaborative and are all committed to Macquarie's key principles of integrity, accountability and opportunity. If you have experience in private markets, ideally through transactions, in fund management, investment banking or strategy consulting, we want to hear from you. About Macquarie Asset Management Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief. Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.
Dec 03, 2021
Full time
Would you like to work for a top-rated private markets investor globally - whilst taking ownership of your career in client solutions? Macquarie Asset Management - Client Solutions Group is looking to hire a Business Analyst/Associate level German-speaking team member who will focus on our private markets business across infrastructure, renewables, private credit and real estate. With a focus on our private markets platform across EMEA, you will assist with fundraising, investor relations and the development of all our private markets products. Furthermore, you will work closely with our product specialists and relationship managers to produce marketing, investor relations and due diligence materials for existing and potential investors. A solid understanding of the track record of our funds and investments across all sectors are key to be able to respond to our investor's queries. You will also assist with the process of raising new capital for funds and fund establishment, including working with our legal, tax and cosec teams. In time you may also be involved in select co-investment, M&A and asset management activities. Our Client Solutions Group is responsible for Macquarie Asset Management's investor interface across product development, capital raising, investor relations and co-investment. We have a globally diverse investor base, and the team covers the world's largest and most sophisticated institutional investors globally, including Pension Funds, Insurance Companies, Sovereign Wealth Funds, UHNW individuals and Foundations. We attract and select high-calibre individuals, while numerical or analytical degrees are favourable, it is not a requirement if you are able to demonstrate the required skill-set. Our employees are diverse, motivated, and collaborative and are all committed to Macquarie's key principles of integrity, accountability and opportunity. If you have experience in private markets, ideally through transactions, in fund management, investment banking or strategy consulting, we want to hear from you. About Macquarie Asset Management Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief. Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.
About PwC's Operate PwC's Operate delivers operational and managed services solutions to clients across a range of situations often associated with their regulatory, risk and/or compliance agendas. We bring together regulatory insight, highly skilled operational resources and an unrivalled technology offering to provide a high quality and cost-effective solution to operational delivery challenges. Our capabilities stretch across a number of Service Areas including; Financial Crime, Customer Management, Compliance Testing, PMO, Contract Solutions, Finance Solutions, Business Operations, Change Solutions and Technology Solutions. We have over 2,400 people located in our purpose built, secure delivery centre in Belfast; across our regional offices in London, Manchester, Birmingham, Cardiff, Glasgow and Edinburgh; and on a range of client sites. Who are we looking for? We are looking for Quality Control professionals who are well versed in financial crime, specifically KYC, AML and TM processes and practices, and who are passionate about the subject matter - always looking for ways to improve, grow, and develop. You will undertake quality control / assurance roles on our client projects in a dynamic and ever changing environment. You will be the point of contact for junior associates and play a key part in supporting both their development as well as your own. You will also build and maintain strong and effective relationships with key stakeholders within the client in order to help deliver the service you are providing; and you will work as part of a team to deliver the targets agreed with the client. You have experience conducting financial crime due diligence on clients; ensuring that all regulatory information and documentation has been completed You have experience quality reviewing / testing the work of others to ensure quality standards and expectations are always met. You have strong knowledge of company structures, funds and banking products. You have experience supporting and coaching junior associates in the team; acting as point of contact You have the ability to manage relationships with key stakeholders from KYC, Legal, Credit, and Sales You have team and/or project management experience You hold a financial crime related professional qualification Key Responsibilities: Carry out KYC /AML reviews on customer files by gathering information gained either from the public domain and/or from client and customer. Conduct detailed quality assurance reviews on work undertaken by other team members. - identifying errors and providing detailed reworks Provide guidance and manage escalations from junior members on the identification of suspicious behaviour on customer and client accounts Provide timely feedback and coaching to junior associates to drive Right First Time performance Respond to requests for information regarding appropriate KYC documents by conducting the necessary due diligence review for Low/Medium/High risk customers. Proactively manage your own work allocation and meet daily, monthly productivity and quality targets by seeking clear guidance, instruction or coaching to help fulfil your role. Update metrics trackers accurately and in a timely manner including client and relevant workflow systems. Work collaboratively to drive ideas/solutions with peers, TL's and managers which will improve Client and PwC's efficiency process. Be able to implement and adapt to new or changing processes quickly. Proactively build relationships with all team members within PwC including engagement with client teams as well as customers of our clients. Requirements Relevant Financial Services sector experience including a competent understanding of AML policies and procedures including PEP's, Sanctions, Bribery, Corruption and Transaction Monitoring used to address financial crime risks Knowledge of regulatory developments driving the industry and key issues affecting regulated firms. Experience in dealing with different types of company structures in different jurisdictions, funds and banking products. A high level of attention to detail and experience following strict processes and requirements. Experience of conducting quality reviews on work undertaken by others, providing coaching and feedback as necessary. Demonstrate an inquisitive nature which is inclined to investigate, identify issues and solve problems. What's in it for you? This is a challenging role; however, you will be provided with the skills and development opportunities to grow your career alongside a growing team and organisation. We are passionate about the work we deliver and the knowledge we can provide to clients and we are passionate about providing you with the tools and skills you'll need to do this too. You will be included in our specific training framework, tailored to match your skills, needs, and personal career aspirations. We have a dedicated career service who will help you reach your career goals and help you succeed and grow. On top of our wealth of growth opportunities you will receive 25 days annual leave, a flexible benefits scheme to suit your personal/family needs, a competitive salary with regular reviews and the potential for a discretionary bonus. Location? This role will be based in Belfast; however, as a result of the wide variety of clients and projects, you may be asked to work in other locations within the UK and beyond (expenses package included). Your desire and ability to do this will be discussed throughout the recruitment process. However, if you are unable to consider working in locations outside Belfast you will still be considered. Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Dec 02, 2021
Full time
About PwC's Operate PwC's Operate delivers operational and managed services solutions to clients across a range of situations often associated with their regulatory, risk and/or compliance agendas. We bring together regulatory insight, highly skilled operational resources and an unrivalled technology offering to provide a high quality and cost-effective solution to operational delivery challenges. Our capabilities stretch across a number of Service Areas including; Financial Crime, Customer Management, Compliance Testing, PMO, Contract Solutions, Finance Solutions, Business Operations, Change Solutions and Technology Solutions. We have over 2,400 people located in our purpose built, secure delivery centre in Belfast; across our regional offices in London, Manchester, Birmingham, Cardiff, Glasgow and Edinburgh; and on a range of client sites. Who are we looking for? We are looking for Quality Control professionals who are well versed in financial crime, specifically KYC, AML and TM processes and practices, and who are passionate about the subject matter - always looking for ways to improve, grow, and develop. You will undertake quality control / assurance roles on our client projects in a dynamic and ever changing environment. You will be the point of contact for junior associates and play a key part in supporting both their development as well as your own. You will also build and maintain strong and effective relationships with key stakeholders within the client in order to help deliver the service you are providing; and you will work as part of a team to deliver the targets agreed with the client. You have experience conducting financial crime due diligence on clients; ensuring that all regulatory information and documentation has been completed You have experience quality reviewing / testing the work of others to ensure quality standards and expectations are always met. You have strong knowledge of company structures, funds and banking products. You have experience supporting and coaching junior associates in the team; acting as point of contact You have the ability to manage relationships with key stakeholders from KYC, Legal, Credit, and Sales You have team and/or project management experience You hold a financial crime related professional qualification Key Responsibilities: Carry out KYC /AML reviews on customer files by gathering information gained either from the public domain and/or from client and customer. Conduct detailed quality assurance reviews on work undertaken by other team members. - identifying errors and providing detailed reworks Provide guidance and manage escalations from junior members on the identification of suspicious behaviour on customer and client accounts Provide timely feedback and coaching to junior associates to drive Right First Time performance Respond to requests for information regarding appropriate KYC documents by conducting the necessary due diligence review for Low/Medium/High risk customers. Proactively manage your own work allocation and meet daily, monthly productivity and quality targets by seeking clear guidance, instruction or coaching to help fulfil your role. Update metrics trackers accurately and in a timely manner including client and relevant workflow systems. Work collaboratively to drive ideas/solutions with peers, TL's and managers which will improve Client and PwC's efficiency process. Be able to implement and adapt to new or changing processes quickly. Proactively build relationships with all team members within PwC including engagement with client teams as well as customers of our clients. Requirements Relevant Financial Services sector experience including a competent understanding of AML policies and procedures including PEP's, Sanctions, Bribery, Corruption and Transaction Monitoring used to address financial crime risks Knowledge of regulatory developments driving the industry and key issues affecting regulated firms. Experience in dealing with different types of company structures in different jurisdictions, funds and banking products. A high level of attention to detail and experience following strict processes and requirements. Experience of conducting quality reviews on work undertaken by others, providing coaching and feedback as necessary. Demonstrate an inquisitive nature which is inclined to investigate, identify issues and solve problems. What's in it for you? This is a challenging role; however, you will be provided with the skills and development opportunities to grow your career alongside a growing team and organisation. We are passionate about the work we deliver and the knowledge we can provide to clients and we are passionate about providing you with the tools and skills you'll need to do this too. You will be included in our specific training framework, tailored to match your skills, needs, and personal career aspirations. We have a dedicated career service who will help you reach your career goals and help you succeed and grow. On top of our wealth of growth opportunities you will receive 25 days annual leave, a flexible benefits scheme to suit your personal/family needs, a competitive salary with regular reviews and the potential for a discretionary bonus. Location? This role will be based in Belfast; however, as a result of the wide variety of clients and projects, you may be asked to work in other locations within the UK and beyond (expenses package included). Your desire and ability to do this will be discussed throughout the recruitment process. However, if you are unable to consider working in locations outside Belfast you will still be considered. Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Tax We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical, people and legal expertise, while providing the critical context to make informed and compliant decisions. With clients ranging from multinational organisations and public sector bodies to entrepreneurs and family businesses, the work we do is diverse. Hear from Ed Stacey, Tax People Leader about what a career in Tax could mean for you - from development, to our culture, to what we value in our people when building our team. Manager - Structured Products Lawyer - New Law, London / Belfast / Manchester / Leeds / Birmingham PwC is the world's premier professional services firm with 3,500 professionals in over 90 countries around the world. In the UK, our legal practice is fully integrated into the PwC partnership and our vision is to harness the expertise of the firm to provide end-to-end, technology-enabled services to meet our clients' needs. Our New Law Services department is one of the most highly regarded and fastest growing practice areas within the network. We have a multi-disciplinary team across multiple regions including London, Belfast, Birmingham, Manchester and Leeds which is dedicated to providing an exceptionally high standard of service to our clients. We support our clients in managing their legal operations, by assisting in the transformation of their law departments to become more efficient and providing process and technology optimised managed legal services and contract review and remediation services. Our financial services clients include some of the largest global institutions across banking, insurance and asset and wealth management. The work we undertake is often high profile, high value and cross-border in nature and can involve other legal teams in the PwC international network. Our teams often work with Consulting, Deals, Tax and other professionals from within PwC to deliver a comprehensive and integrated service to our clients. About the role Structured Products Lawyer (New Law Financial Services Team) - Full Time/Permanent - London / Belfast / Manchester / Leeds / Birmingham 4- 7 years PQE An exciting opportunity has arisen to join the legal team based in one of our state of the art facilities, working closely with our other regional offices. We require a talented and ambitious individual with a passion for client service. We are experiencing significant growth in our practice largely due to our ability to harness new technology to deliver better services, faster. This is the ideal environment for an individual who wants to be part of the future of legal services and solve real business problems. The role involves: Drafting, assessing, reviewing and executing a wide range of structured products and derivatives legal documents including pricing supplements, final terms, drawdown prospectuses, supplements, Key Information Documents across a range of product types, ISDA derivative documentation and related documents; Assisting with the management and co-ordination of annual / periodic updates of programme documentation including liaising with clients, foreign counsel, third party lawyers and regulators; Assisting with drafting of legal opinions; Advising on structured products and derivatives regulatory matters including IBOR Transition, PRIIPs, ESG, BRRD and other regulatory requirements as applicable to banks, insurers, funds, asset managers and other financial institutions; Supporting clients in the negotiation and execution of a range of transactions and developing associated contract negotiation playbooks; Supporting clients to leverage technology enabled workflows to support contract preparation, negotiation and execution; and Business development, including over time building a network of referrers within PwC as well as developing direct client relationships. Essential skills/requirements: Qualified solicitor in England & Wales or equivalent common law jurisdiction; Excellent academic background; Experience of advising on a complex range of structured products structures, underlyings and legal documents for a range of financial services clients; Excellent working knowledge of the different structured product payoff structures; Drafting, assessing, reviewing and executing a wide range of structured products and derivatives legal documents including pricing supplements, final terms, drawdown prospectuses, supplements, Key Information Documents across a range of product types, ISDA derivative documentation and associated legal documentation; 4-7 years' PQE Strong knowledge of the financial services regulatory space as it impacts on banks, insurers, funds, asset managers and other financial institutions; Ability to mentor and QC work of, and manage small teams of, more junior team members; Ability to meet tight deadlines and to thrive in a fast-paced environment; Ability to use initiative and a willingness to embrace innovation and continuous improvement; Ability to work both autonomously and as part of a team as and when required; and Ability to harness new technology to deliver better services, faster. The ideal candidate will be required to demonstrate the following: Excellent communication skills and a positive "can do" attitude - ability to achieve goals through teamwork, direct and indirect influence and collaboration; Good technical legal skills; and a keen ability to learn in a fast moving, innovative and technology enabled environment and a desire to be part of the movement to modernise the in-house delivery of legal services and advance the New Law Services practice. Knowledge of or previous experience in the managed legal services industry or of working as an in-house legal counsel would be advantageous and looked on favourably. The successful candidate will be working with lawyers across the other UK offices and will be occasionally required to travel between the offices. Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Dec 01, 2021
Full time
Tax We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical, people and legal expertise, while providing the critical context to make informed and compliant decisions. With clients ranging from multinational organisations and public sector bodies to entrepreneurs and family businesses, the work we do is diverse. Hear from Ed Stacey, Tax People Leader about what a career in Tax could mean for you - from development, to our culture, to what we value in our people when building our team. Manager - Structured Products Lawyer - New Law, London / Belfast / Manchester / Leeds / Birmingham PwC is the world's premier professional services firm with 3,500 professionals in over 90 countries around the world. In the UK, our legal practice is fully integrated into the PwC partnership and our vision is to harness the expertise of the firm to provide end-to-end, technology-enabled services to meet our clients' needs. Our New Law Services department is one of the most highly regarded and fastest growing practice areas within the network. We have a multi-disciplinary team across multiple regions including London, Belfast, Birmingham, Manchester and Leeds which is dedicated to providing an exceptionally high standard of service to our clients. We support our clients in managing their legal operations, by assisting in the transformation of their law departments to become more efficient and providing process and technology optimised managed legal services and contract review and remediation services. Our financial services clients include some of the largest global institutions across banking, insurance and asset and wealth management. The work we undertake is often high profile, high value and cross-border in nature and can involve other legal teams in the PwC international network. Our teams often work with Consulting, Deals, Tax and other professionals from within PwC to deliver a comprehensive and integrated service to our clients. About the role Structured Products Lawyer (New Law Financial Services Team) - Full Time/Permanent - London / Belfast / Manchester / Leeds / Birmingham 4- 7 years PQE An exciting opportunity has arisen to join the legal team based in one of our state of the art facilities, working closely with our other regional offices. We require a talented and ambitious individual with a passion for client service. We are experiencing significant growth in our practice largely due to our ability to harness new technology to deliver better services, faster. This is the ideal environment for an individual who wants to be part of the future of legal services and solve real business problems. The role involves: Drafting, assessing, reviewing and executing a wide range of structured products and derivatives legal documents including pricing supplements, final terms, drawdown prospectuses, supplements, Key Information Documents across a range of product types, ISDA derivative documentation and related documents; Assisting with the management and co-ordination of annual / periodic updates of programme documentation including liaising with clients, foreign counsel, third party lawyers and regulators; Assisting with drafting of legal opinions; Advising on structured products and derivatives regulatory matters including IBOR Transition, PRIIPs, ESG, BRRD and other regulatory requirements as applicable to banks, insurers, funds, asset managers and other financial institutions; Supporting clients in the negotiation and execution of a range of transactions and developing associated contract negotiation playbooks; Supporting clients to leverage technology enabled workflows to support contract preparation, negotiation and execution; and Business development, including over time building a network of referrers within PwC as well as developing direct client relationships. Essential skills/requirements: Qualified solicitor in England & Wales or equivalent common law jurisdiction; Excellent academic background; Experience of advising on a complex range of structured products structures, underlyings and legal documents for a range of financial services clients; Excellent working knowledge of the different structured product payoff structures; Drafting, assessing, reviewing and executing a wide range of structured products and derivatives legal documents including pricing supplements, final terms, drawdown prospectuses, supplements, Key Information Documents across a range of product types, ISDA derivative documentation and associated legal documentation; 4-7 years' PQE Strong knowledge of the financial services regulatory space as it impacts on banks, insurers, funds, asset managers and other financial institutions; Ability to mentor and QC work of, and manage small teams of, more junior team members; Ability to meet tight deadlines and to thrive in a fast-paced environment; Ability to use initiative and a willingness to embrace innovation and continuous improvement; Ability to work both autonomously and as part of a team as and when required; and Ability to harness new technology to deliver better services, faster. The ideal candidate will be required to demonstrate the following: Excellent communication skills and a positive "can do" attitude - ability to achieve goals through teamwork, direct and indirect influence and collaboration; Good technical legal skills; and a keen ability to learn in a fast moving, innovative and technology enabled environment and a desire to be part of the movement to modernise the in-house delivery of legal services and advance the New Law Services practice. Knowledge of or previous experience in the managed legal services industry or of working as an in-house legal counsel would be advantageous and looked on favourably. The successful candidate will be working with lawyers across the other UK offices and will be occasionally required to travel between the offices. Not the role for you? Did you know PwC offer flexible contract arrangements as well as contingent work (ie temporary or day rate contracting)? The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
