Put into action your full leadership arsenal and unleash your entrepreneurial spirit while enjoying the most magnificent city in the world, London. The fastest growing firm in the UK is not looking to follow in the steps of others but are carving out their own path, quickly earning a reputation as industry leaders within financial services circles. They prioritize helping a wide range of businesses succeed by delivering diverse service lines to fast-growing businesses across the globe. To maximize their clients' potential, they are hiring and developing top leaders worldwide. Currently, their Financial Services Audit team is ready to elevate their performance and needs senior leaders to shape and drive the service line. The Asset Management & Capital Markets team is seeking a Senior Manager to oversee assurance services and maximize team potential. You will lead business development and practice management alongside the Partner, and your responsibilities include: Leading client audits within financial services, supported by Managers on large engagements Ensuring profitability through budgeting, WIP control, and billing Leading client pitches and securing new business through sales and marketing activities Representing the firm at networking and marketing events as needed Setting business strategy with the partner to develop new opportunities and supporting strategy communication and implementation This firm values work-life balance, encouraging you to enjoy London, spend time with family, and maintain personal well-being. However, success requires dedication and hard work. You will be considered for this role if you have: ACCA/ACA/CPA qualification or equivalent internationally Extensive management experience from a top global firm Deep understanding of the Financial Services sector, with experience in Asset Management, Capital Markets, Banking, or Insurance Experience in developing talent within and beyond the audit team Proven success in building high-performing teams through mentoring, recruiting, and retention For more information or to apply, please send your updated CV quoting reference TE13231 and the job title to . We will retain your information to match future vacancies unless you request removal. We respect your privacy; view our Privacy Statement . Due to high application volume, we may not respond to all applicants if they do not meet the specified criteria.
Jun 18, 2025
Full time
Put into action your full leadership arsenal and unleash your entrepreneurial spirit while enjoying the most magnificent city in the world, London. The fastest growing firm in the UK is not looking to follow in the steps of others but are carving out their own path, quickly earning a reputation as industry leaders within financial services circles. They prioritize helping a wide range of businesses succeed by delivering diverse service lines to fast-growing businesses across the globe. To maximize their clients' potential, they are hiring and developing top leaders worldwide. Currently, their Financial Services Audit team is ready to elevate their performance and needs senior leaders to shape and drive the service line. The Asset Management & Capital Markets team is seeking a Senior Manager to oversee assurance services and maximize team potential. You will lead business development and practice management alongside the Partner, and your responsibilities include: Leading client audits within financial services, supported by Managers on large engagements Ensuring profitability through budgeting, WIP control, and billing Leading client pitches and securing new business through sales and marketing activities Representing the firm at networking and marketing events as needed Setting business strategy with the partner to develop new opportunities and supporting strategy communication and implementation This firm values work-life balance, encouraging you to enjoy London, spend time with family, and maintain personal well-being. However, success requires dedication and hard work. You will be considered for this role if you have: ACCA/ACA/CPA qualification or equivalent internationally Extensive management experience from a top global firm Deep understanding of the Financial Services sector, with experience in Asset Management, Capital Markets, Banking, or Insurance Experience in developing talent within and beyond the audit team Proven success in building high-performing teams through mentoring, recruiting, and retention For more information or to apply, please send your updated CV quoting reference TE13231 and the job title to . We will retain your information to match future vacancies unless you request removal. We respect your privacy; view our Privacy Statement . Due to high application volume, we may not respond to all applicants if they do not meet the specified criteria.
Put into action your full leadership arsenal and unleash your entrepreneurial spirit while enjoying the most magnificent city in the world, London. The fastest growing firm in the UK is not looking to follow in the steps of others but are carving out their own path which is quickly earning them the reputation of industry leaders within some financial services circles. With a priority placed on finding creative ways to help a wide range of businesses succeed they are delivering a diverse range of service lines to fast growing businesses across the globe. In order to maximise their clients potential, they need to hire and develop the best leaders from around the globe. Right now, their Financial Services Audit team is ready to take things to another level and needs senior leaders to help shape and drive the service line. The Asset Management & Capital Markets team is looking for a Senior Manager to direct all assurance services delivered and maximise the entire teams potential collectively and individually. Along with the Partner you will lead business development and practice management. You will also: Lead a range of client audits within financial services with the support of one or more Managers on large engagements Ensure profitability is maximised and take responsibility for budgeting, WIP control and billing Take the lead in client pitches and win new business across group sales and marketing activity Be the face of the firm at networking and marketing events when necessary Set the business strategy with the partner in order to develop new business and support the partner in the communication and implementation of the strategy This firm also wants you to have a life. To have time to enjoy the beautiful city of London. To take your kids to soccer practice. To have dinner with your partner before 10pm. A work-life balance is a priority coming right from the top. But you will have to work hard, nothing is worth having if it comes to easy. You will be considered for this role if you have: ACCA/ACA/CPA qualification or overseas equivalent Have a wealth of experience in management from a top global firm Thorough understanding of the Financial Services sector and experience in at least one of Asset Management, Capital Markets, Banking, or Insurance Experience developing people not just within the audit team but across the firm Proven success building a high performing team through mentoring, recruiting, and retaining your staff We have lots more information on this opportunity. If this opportunity appeals to you, or sounds like someone you know, please apply through this page or send an up-to-date CV quoting the reference number 13231 and job title on this advertisement to . If your application is successful, we will retain the information you send us, including your CV and its contents, on file to enable us to match vacancies to your requirements, until you notify us in writing that you would like this information removed. We will not inundate you with information and we will not share it with any third party without your prior consent. You can opt out at any time. You can view our Privacy Policy here: Privacy Statement Whilst we endevour to respond to all, due to the high volume of applications we receive for each of our vacancies we are unable to reply to individual applications if you do not meet the exact criteria outlined in the Job Description above.
Jun 17, 2025
Full time
Put into action your full leadership arsenal and unleash your entrepreneurial spirit while enjoying the most magnificent city in the world, London. The fastest growing firm in the UK is not looking to follow in the steps of others but are carving out their own path which is quickly earning them the reputation of industry leaders within some financial services circles. With a priority placed on finding creative ways to help a wide range of businesses succeed they are delivering a diverse range of service lines to fast growing businesses across the globe. In order to maximise their clients potential, they need to hire and develop the best leaders from around the globe. Right now, their Financial Services Audit team is ready to take things to another level and needs senior leaders to help shape and drive the service line. The Asset Management & Capital Markets team is looking for a Senior Manager to direct all assurance services delivered and maximise the entire teams potential collectively and individually. Along with the Partner you will lead business development and practice management. You will also: Lead a range of client audits within financial services with the support of one or more Managers on large engagements Ensure profitability is maximised and take responsibility for budgeting, WIP control and billing Take the lead in client pitches and win new business across group sales and marketing activity Be the face of the firm at networking and marketing events when necessary Set the business strategy with the partner in order to develop new business and support the partner in the communication and implementation of the strategy This firm also wants you to have a life. To have time to enjoy the beautiful city of London. To take your kids to soccer practice. To have dinner with your partner before 10pm. A work-life balance is a priority coming right from the top. But you will have to work hard, nothing is worth having if it comes to easy. You will be considered for this role if you have: ACCA/ACA/CPA qualification or overseas equivalent Have a wealth of experience in management from a top global firm Thorough understanding of the Financial Services sector and experience in at least one of Asset Management, Capital Markets, Banking, or Insurance Experience developing people not just within the audit team but across the firm Proven success building a high performing team through mentoring, recruiting, and retaining your staff We have lots more information on this opportunity. If this opportunity appeals to you, or sounds like someone you know, please apply through this page or send an up-to-date CV quoting the reference number 13231 and job title on this advertisement to . If your application is successful, we will retain the information you send us, including your CV and its contents, on file to enable us to match vacancies to your requirements, until you notify us in writing that you would like this information removed. We will not inundate you with information and we will not share it with any third party without your prior consent. You can opt out at any time. You can view our Privacy Policy here: Privacy Statement Whilst we endevour to respond to all, due to the high volume of applications we receive for each of our vacancies we are unable to reply to individual applications if you do not meet the exact criteria outlined in the Job Description above.
Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology - the gold standard in secure custody. Copper's multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody. Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital. In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets. Copper's finance team provides critical information to the company's leadership to facilitate effective management, strategic decision making and provide insights into key data and metrics driving our businesses growth. Our team has several disciplines including Finance Operations, Accounting, Financial Planning & Analysis, Tax, Revenue Operations and Procurement. Each of these teams plays an important role in supporting the wider business through day-to-day operations (commercial deal support, invoice processing, cash collection, etc.), regular reporting (budget v actuals, forecasting, cash and liquidity management etc.), performance management (KPI, sales metrics and financials) and other specialised activities (tax compliance/structuring, vendor selection etc.). Our team's goal is to be a best in class support function to the global Copper business and help ensure all departments performance against objectives as our business scales. Key Responsibilities of the role Develop and own "source of truth" vendor listing across all Copper systems, including contract repository for each vendor. Enforce controls over new vendor onboarding, renewals and offboarding to ensure "source of truth" vendor listing is maintained. Support the finance team with Purchase Order adoption, ensuring all vendors have a live PO aligning with contractual commitments. Negotiation Negotiating annual renewals (with a focus on cost reduction and optimisation). Building relationships with key suppliers to ensure best possible service delivered to Copper. Ensure entity specific regulatory requirements are addressed by our vendors. Project management Manage annual renewal cycle for 300 suppliers ensuring all renewal deadlines are met. Continuously improve the renewal process to automate and scale. Own the end-to-end procurement process, including procurement policy and stakeholder approval flows. Business partnering Critically evaluate spend across the business to develop a deep understanding of cost drivers. Work closely with Heads of business units to identify cost reduction and optimisation opportunities. Provide valuable input into regular FP&A forecasting, budgeting and long-range planning exercises. Your experience, skills and knowledge Demonstrable experience of leading a purchasing function with a proven track record in strategic purchasing delivering effective purchasing strategies, policies, processes and systems Experience in implementing purchasing strategies and processes to meet business objectives and operational needs in terms of price, quality and delivery targets A strategic thinking and understanding of Procurement processes in a fast-growing company Minimum of 3-5 years post CIPS qualified experience. Newly qualified with similar experience will be considered. Excellent analytical and problem-solving abilities, results oriented with ability to plan and deliver against project deadlines and commercially and financially astute with experience of managing budgets. Proven track record communicating directly with Exco members. Procurement experience in SaaS / Fin Tech company would be an advantage. Experience working in Series C/D company. The benefits offered In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment. Paid Time Off -A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service. Comprehensive Medical Insurance -Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded Life Insurance Enhanced Pension Contributions -Includes an enhanced employer matching contribution 24/7 Employee Assistance Programme (EAP) If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity. Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability. If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate. Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you hold full working rights for the UK? Select Have you worked as a Procurement Manager within a Fintech environment? Select LinkedIn Profile Website GDPR Notice Select When you apply to a job on this site, the personal data contained in your application will be collected by Copper Technologies Group "controller", which is located at Blockchain House, 17 Broadwick Street London, W1F 0DE. Your personal data will be processed for the purposes of managing controller's recruitment related activities which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissionable under Art. 6 (1)(f) of Regulation (EU) 2016/697 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the controller which are the solicitation, evaluation, and selection of applicants for employment. Your personal information will be shared with Greenhouse Software Inc., a cloud service provider located in the United States of America and engaged by controller to help manage its recruitment and hiring process on controller's behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from the EU data subjects, the transfer will be subject to appropriate additional safeguards under the Privacy Shield. Your personal data will be retained by Copper Technologies Group as long as Copper.co determines is necessary to evaluate your application for employment. Under the Data Privacy Policy, you have the right to request access to your personal data, to request that your personal data be rectified or deleted and the request that processing of your personal data be restricted. You may also have the right to data portability. In addition you may lodge a complaint with an EU supervisory authority. U.S. Standard Demographic Questions We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used (anonymised and in aggregate only) to identify areas of improvement in our hiring process. How would you describe your gender identity? (mark all that apply) Select How would you describe your racial/ethnic background? (mark all that apply) Select How would you describe your sexual orientation? (mark all that apply) Select Do you identify as transgender? Select Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional . click apply for full job details
Jun 07, 2025
Full time
Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology - the gold standard in secure custody. Copper's multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody. Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital. In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets. Copper's finance team provides critical information to the company's leadership to facilitate effective management, strategic decision making and provide insights into key data and metrics driving our businesses growth. Our team has several disciplines including Finance Operations, Accounting, Financial Planning & Analysis, Tax, Revenue Operations and Procurement. Each of these teams plays an important role in supporting the wider business through day-to-day operations (commercial deal support, invoice processing, cash collection, etc.), regular reporting (budget v actuals, forecasting, cash and liquidity management etc.), performance management (KPI, sales metrics and financials) and other specialised activities (tax compliance/structuring, vendor selection etc.). Our team's goal is to be a best in class support function to the global Copper business and help ensure all departments performance against objectives as our business scales. Key Responsibilities of the role Develop and own "source of truth" vendor listing across all Copper systems, including contract repository for each vendor. Enforce controls over new vendor onboarding, renewals and offboarding to ensure "source of truth" vendor listing is maintained. Support the finance team with Purchase Order adoption, ensuring all vendors have a live PO aligning with contractual commitments. Negotiation Negotiating annual renewals (with a focus on cost reduction and optimisation). Building relationships with key suppliers to ensure best possible service delivered to Copper. Ensure entity specific regulatory requirements are addressed by our vendors. Project management Manage annual renewal cycle for 300 suppliers ensuring all renewal deadlines are met. Continuously improve the renewal process to automate and scale. Own the end-to-end procurement process, including procurement policy and stakeholder approval flows. Business partnering Critically evaluate spend across the business to develop a deep understanding of cost drivers. Work closely with Heads of business units to identify cost reduction and optimisation opportunities. Provide valuable input into regular FP&A forecasting, budgeting and long-range planning exercises. Your experience, skills and knowledge Demonstrable experience of leading a purchasing function with a proven track record in strategic purchasing delivering effective purchasing strategies, policies, processes and systems Experience in implementing purchasing strategies and processes to meet business objectives and operational needs in terms of price, quality and delivery targets A strategic thinking and understanding of Procurement processes in a fast-growing company Minimum of 3-5 years post CIPS qualified experience. Newly qualified with similar experience will be considered. Excellent analytical and problem-solving abilities, results oriented with ability to plan and deliver against project deadlines and commercially and financially astute with experience of managing budgets. Proven track record communicating directly with Exco members. Procurement experience in SaaS / Fin Tech company would be an advantage. Experience working in Series C/D company. The benefits offered In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment. Paid Time Off -A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service. Comprehensive Medical Insurance -Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded Life Insurance Enhanced Pension Contributions -Includes an enhanced employer matching contribution 24/7 Employee Assistance Programme (EAP) If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity. Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability. If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate. Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you hold full working rights for the UK? Select Have you worked as a Procurement Manager within a Fintech environment? Select LinkedIn Profile Website GDPR Notice Select When you apply to a job on this site, the personal data contained in your application will be collected by Copper Technologies Group "controller", which is located at Blockchain House, 17 Broadwick Street London, W1F 0DE. Your personal data will be processed for the purposes of managing controller's recruitment related activities which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissionable under Art. 6 (1)(f) of Regulation (EU) 2016/697 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the controller which are the solicitation, evaluation, and selection of applicants for employment. Your personal information will be shared with Greenhouse Software Inc., a cloud service provider located in the United States of America and engaged by controller to help manage its recruitment and hiring process on controller's behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from the EU data subjects, the transfer will be subject to appropriate additional safeguards under the Privacy Shield. Your personal data will be retained by Copper Technologies Group as long as Copper.co determines is necessary to evaluate your application for employment. Under the Data Privacy Policy, you have the right to request access to your personal data, to request that your personal data be rectified or deleted and the request that processing of your personal data be restricted. You may also have the right to data portability. In addition you may lodge a complaint with an EU supervisory authority. U.S. Standard Demographic Questions We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used (anonymised and in aggregate only) to identify areas of improvement in our hiring process. How would you describe your gender identity? (mark all that apply) Select How would you describe your racial/ethnic background? (mark all that apply) Select How would you describe your sexual orientation? (mark all that apply) Select Do you identify as transgender? Select Do you have a disability or chronic condition (physical, visual, auditory, cognitive, mental, emotional . click apply for full job details
Opus People Solutions Ltd
Cambridge, Cambridgeshire
Rural Estate Manager - Strategic Leadership Role in Public Sector Land Management Location: Cambridgeshire (Hybrid working available) Type: Temporary - 6 - 12 months Salary: Competitive rate An exceptional opportunity has arisen with one of our valued public sector clients for an experienced and forward-thinking Rural Estate Manager to lead the operational and strategic management of a significant rural estate spanning over 14,000 hectares. This senior role offers the chance to shape and deliver the long-term vision of a high-value rural asset portfolio (valued at 245 million), which generates over 6 million in annual revenue and supports nearly 170 tenant-run rural enterprises. The estate also plays a crucial role in environmental stewardship, climate change mitigation, and enhancing biodiversity and public access. About the Role As Rural Estate Manager, you will lead a dedicated team of chartered surveyors and a Farms Officer, overseeing a complex portfolio of agricultural, environmental, and renewable energy interests. You will be responsible for: Driving the estate's strategic development and delivering a refreshed Rural Asset Management Strategy. Leading operational estate functions including landlord and tenant relations, maintenance, capital projects, and sustainability initiatives. Providing expert advice to internal stakeholders, council members, auditors, and national bodies. Overseeing financial performance, including revenue generation, budget management, and capital receipts. Identifying and enabling development opportunities that enhance estate value and align with climate goals. Managing external consultants and professional advisors to ensure best-in-class asset advice and service delivery. Ideal Candidate Profile We're looking for a Surveyor with strong experience in rural estate management, ideally within a public or mixed-portfolio setting. You will bring: Degree-level education in Rural Land Management or a related field. Extensive experience in strategic estate planning, property transactions, valuations, and landlord-tenant matters. Strong commercial acumen and the ability to influence senior stakeholders and policy. Proven leadership capabilities, with experience managing multi-disciplinary teams through change and delivery. A deep understanding of rural property markets, sustainability, and planning policy. Additional qualifications in project or people management, and RICS Registered Valuer status, are advantageous but not essential. Why Apply? This is a unique leadership opportunity to influence how land is managed in one of the most dynamic rural regions in the UK. The role offers a rare mix of commercial, environmental, and public service impact-with the support of an experienced team and forward-thinking leadership. For more information, or to be considered please call (phone number removed).
May 30, 2025
Contractor
Rural Estate Manager - Strategic Leadership Role in Public Sector Land Management Location: Cambridgeshire (Hybrid working available) Type: Temporary - 6 - 12 months Salary: Competitive rate An exceptional opportunity has arisen with one of our valued public sector clients for an experienced and forward-thinking Rural Estate Manager to lead the operational and strategic management of a significant rural estate spanning over 14,000 hectares. This senior role offers the chance to shape and deliver the long-term vision of a high-value rural asset portfolio (valued at 245 million), which generates over 6 million in annual revenue and supports nearly 170 tenant-run rural enterprises. The estate also plays a crucial role in environmental stewardship, climate change mitigation, and enhancing biodiversity and public access. About the Role As Rural Estate Manager, you will lead a dedicated team of chartered surveyors and a Farms Officer, overseeing a complex portfolio of agricultural, environmental, and renewable energy interests. You will be responsible for: Driving the estate's strategic development and delivering a refreshed Rural Asset Management Strategy. Leading operational estate functions including landlord and tenant relations, maintenance, capital projects, and sustainability initiatives. Providing expert advice to internal stakeholders, council members, auditors, and national bodies. Overseeing financial performance, including revenue generation, budget management, and capital receipts. Identifying and enabling development opportunities that enhance estate value and align with climate goals. Managing external consultants and professional advisors to ensure best-in-class asset advice and service delivery. Ideal Candidate Profile We're looking for a Surveyor with strong experience in rural estate management, ideally within a public or mixed-portfolio setting. You will bring: Degree-level education in Rural Land Management or a related field. Extensive experience in strategic estate planning, property transactions, valuations, and landlord-tenant matters. Strong commercial acumen and the ability to influence senior stakeholders and policy. Proven leadership capabilities, with experience managing multi-disciplinary teams through change and delivery. A deep understanding of rural property markets, sustainability, and planning policy. Additional qualifications in project or people management, and RICS Registered Valuer status, are advantageous but not essential. Why Apply? This is a unique leadership opportunity to influence how land is managed in one of the most dynamic rural regions in the UK. The role offers a rare mix of commercial, environmental, and public service impact-with the support of an experienced team and forward-thinking leadership. For more information, or to be considered please call (phone number removed).
Alternative Funds Tax - Manager Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Grant Thornton's Alternative Funds Tax team provides tax advisory, transactions and compliance services to alternative funds and their investment managers across all asset classes including private equity, venture capital, private debt, hedge funds, real estate, infrastructure and crypto assets. The team's client portfolio spans the breadth of the asset management sector, serving traditional asset managers, financial services institutions, private equity funds, alternative investors, the real estate sector, wealth managers, hedge funds, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach, to build a strong trusted adviser relationship with our clients. The Alternative Funds Tax team sits as part of the wider Financial Services Tax team, which provides tax services to a variety of clients in the Financial Services market across Wealth and Asset Management; Banking and Capital Markets; and Insurance sectors. We have ambitious growth plans and are looking for an experienced, enthusiastic Manager with strong UK tax compliance experience to join our team in London. The role is compliance-focused but given the dynamic nature of the alternative funds industry, the role will give you the opportunity to work on domestic and international structuring, transactions and advisory projects, in addition to a varied portfolio of tax compliance and investor reporting engagements. You will be responsible for managing the full suite of tax compliance for asset managers and the funds they manage, including trading corporates, trading partnerships, investment partnerships, investor reporting and more. Part of the role will focus on working alongside the partner group in building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Alternative Funds Tax Manager, you will: be given significant exposure to clients, working alongside UK and international asset managers to manage their tax compliance obligations; facilitate a smooth compliance process for clients, including operational matters such as financial management responsibilities, billing and debtor management; manage client relationships and, together with the senior team, deliver solutions on standalone advisory projects; be given early responsibility for producing high quality client deliverables whilst developing your commercial understanding of alternative investment management and the tax issues relevant to the sector; support business development, which is fundamental to our success. You'll be involved in growing the business whether that's through identifying opportunities on existing clients by developing the client relationship or winning new work; have access to the firm's training and development opportunities to broaden your technical and commercial skillsets. You'll have the opportunity to network internally and are afforded a great deal of access to our Partner and Director team; be a role model for junior members of the team, supporting and championing their development and being involved in our coaching and upskilling efforts; work within a high performing, specialist financial services team that will support your development and enable you to thrive. Knowing you're right for us Joining us as a Manager, the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of clients. It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Strong tax technical skills and an interest in the asset management sector (previous experience of working with one of the alternative asset classes (private equity, venture capital, private credit etc.) is preferred but is not essential). Mix of corporate and partnership tax compliance experience. A track record of leading projects, with a focus on accountability, high quality and timely delivery. Self-motivated and strong team player. Excellent interpersonal skills are required in addition to strong oral and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and other relevant software. Experience of coaching and developing more junior team members. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Feb 18, 2025
Full time
Alternative Funds Tax - Manager Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Grant Thornton's Alternative Funds Tax team provides tax advisory, transactions and compliance services to alternative funds and their investment managers across all asset classes including private equity, venture capital, private debt, hedge funds, real estate, infrastructure and crypto assets. The team's client portfolio spans the breadth of the asset management sector, serving traditional asset managers, financial services institutions, private equity funds, alternative investors, the real estate sector, wealth managers, hedge funds, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach, to build a strong trusted adviser relationship with our clients. The Alternative Funds Tax team sits as part of the wider Financial Services Tax team, which provides tax services to a variety of clients in the Financial Services market across Wealth and Asset Management; Banking and Capital Markets; and Insurance sectors. We have ambitious growth plans and are looking for an experienced, enthusiastic Manager with strong UK tax compliance experience to join our team in London. The role is compliance-focused but given the dynamic nature of the alternative funds industry, the role will give you the opportunity to work on domestic and international structuring, transactions and advisory projects, in addition to a varied portfolio of tax compliance and investor reporting engagements. You will be responsible for managing the full suite of tax compliance for asset managers and the funds they manage, including trading corporates, trading partnerships, investment partnerships, investor reporting and more. Part of the role will focus on working alongside the partner group in building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Alternative Funds Tax Manager, you will: be given significant exposure to clients, working alongside UK and international asset managers to manage their tax compliance obligations; facilitate a smooth compliance process for clients, including operational matters such as financial management responsibilities, billing and debtor management; manage client relationships and, together with the senior team, deliver solutions on standalone advisory projects; be given early responsibility for producing high quality client deliverables whilst developing your commercial understanding of alternative investment management and the tax issues relevant to the sector; support business development, which is fundamental to our success. You'll be involved in growing the business whether that's through identifying opportunities on existing clients by developing the client relationship or winning new work; have access to the firm's training and development opportunities to broaden your technical and commercial skillsets. You'll have the opportunity to network internally and are afforded a great deal of access to our Partner and Director team; be a role model for junior members of the team, supporting and championing their development and being involved in our coaching and upskilling efforts; work within a high performing, specialist financial services team that will support your development and enable you to thrive. Knowing you're right for us Joining us as a Manager, the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of clients. It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Strong tax technical skills and an interest in the asset management sector (previous experience of working with one of the alternative asset classes (private equity, venture capital, private credit etc.) is preferred but is not essential). Mix of corporate and partnership tax compliance experience. A track record of leading projects, with a focus on accountability, high quality and timely delivery. Self-motivated and strong team player. Excellent interpersonal skills are required in addition to strong oral and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and other relevant software. Experience of coaching and developing more junior team members. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Where you'll fit in & what our team goals are We are seeking your experience as a qualified tax professional to oversee the management of the global tax compliance, tax accounting and reporting obligations of (currently) UK, Jersey and Luxembourg domiciled real estate funds, encompassing all entities within each fund structure. These funds collectively hold a gross asset value of £8 billion, with a primary focus on UK property investments. Your role also includes providing tax support for new product launches, fund mergers and other change initiatives, including implementation of external advisor recommendations and follow through into robust BAU procedures as appropriate. How you'll spend your time Tax Compliance Management Manage and coordinate the timely preparation and submission of the annual UK partnership, trust and corporation tax returns with the appointed tax advisors. Ensure distribution of tax vouchers to investors in line with agreed schedules. Oversight of process for timely submission of VAT returns and payments of VAT to HMRC and overseas tax authorities, and liaison with the Head of Indirect Taxes EMEA and APAC in the group tax team on advisory matters and technical queries (the role will also include an element of review of VAT returns and reconciliations). Oversee other UK-specific real estate tax filings such as Non-Resident Landlord (NRL) returns, Annual Tax on Enveloped Dwellings (ATED) and annual exemption election filings under the UK's regime for the taxation of capital gains made by non-UK residents. Assist with technical queries on Construction Industry Scheme matters, liaising with external advisors as appropriate. Manage and coordinate the timely preparation and submission of tax filings for Jersey and Luxembourg fund entities in collaboration with external tax providers. Review and question draft tax filings/returns and tax information to be provided to investors, prepared by appointed tax advisors. Oversee and track tax payments, ensuring all payments to HMRC and other tax authorities are made accurately and on time. Ensure compliance procedures are reviewed and updated as tax laws, regulations and practices change. Ensure that external advisor recommendations regarding tax compliance (ongoing and one-off) are implemented and incorporated into BAU procedures as appropriate. Liaise with advisors to ensure funds are compliant with global transfer pricing obligations including preparation of appropriate reports/support, updates as required, and meeting any filing obligations. Ensure any other ad hoc tax compliance requirements are met on a timely basis, working with the Real Estate Investments Operations team, the group tax team and external advisors as appropriate. Tax Reporting Liaise with appointed tax advisors to ensure tax provisions (including deferred tax) are prepared/reviewed for all vehicles as required. Liaison with Tax Authorities Liaise with HMRC as required to deal with routine compliance matters in a timely and appropriate manner. Liaise with external advisors in non-UK jurisdictions to ensure routine compliance is dealt with in a timely and appropriate manner. Liaise with external advisors to manage the conduct of tax audits and enquiries in timely and appropriate manner. Tax Advisor Oversight Ensure that tax advisors/agents are appointed on all fund vehicles with deadlines, project timelines, quality standards and budgets agreed. Act as the primary liaison point with tax advisors, building and maintaining strong working relationships to resolve queries and ensure smooth tax administration. Provide effective oversight and challenge of external tax providers, ensuring deliverables meet agreed deadlines, project timelines, quality standards and budgets. Project Support Reporting to the Lead Tax Advisor, provide tax advisory support for new product launches, fund mergers and other change initiatives. Governance Comply with Columbia Threadneedle Investments' published tax strategy and internal tax policy. Support with internal and external audits. Contacts and Relationships Work closely on a day-to-day basis with the Real Estate Investments Operations team, based in Swindon. Liaise with the Property Investments team, based in London. Liaise with the Columbia Threadneedle Investments' group tax team, based in Edinburgh, in relation to matters of overlap with the tax affairs of the Columbia Threadneedle Investments group and other ad hoc matters. Liaise with the Ameriprise international tax team on an ad hoc basis. Training Assist with designing, implementing and delivering ongoing tailored tax training program for the Real Estate Investments Operations Team (and Property Investments Team). To be successful in this role you will have Qualifications and Experience CTA qualified. Solid post-qualification experience in tax (industry or practice). Familiar with real estate funds investing in UK property. Experience of dealing with UK tax compliance for property investment vehicles, with an excellent understanding of and practical application of relevant UK tax legislation, including tax filing and payment requirements. Practical experience of tax reporting and accounting and familiarity with income tax accounting standards. General understanding of the principles of VAT in relation to real estate and UK filing and payment obligations. Some experience of and familiarity with tax compliance requirements for Jersey and Luxembourg-domiciled entities in the context of fund structures is desirable. Experience of and familiarity with the Construction Industry Scheme is desirable. Experience of managing external advisors to ensure delivery of high-quality outputs is desirable. Skills Strong organisational skills, with the ability to manage multiple deadlines and projects simultaneously. Strong analytical skills with thorough attention to detail. Excellent communication and stakeholder management skills, including ability to communicate complex concepts simply and understandably. Ability to work alone while collaborating effectively with internal and external teams. Willing to take on new challenges and develop new skills and knowledge. About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Finance
Feb 14, 2025
Full time
Where you'll fit in & what our team goals are We are seeking your experience as a qualified tax professional to oversee the management of the global tax compliance, tax accounting and reporting obligations of (currently) UK, Jersey and Luxembourg domiciled real estate funds, encompassing all entities within each fund structure. These funds collectively hold a gross asset value of £8 billion, with a primary focus on UK property investments. Your role also includes providing tax support for new product launches, fund mergers and other change initiatives, including implementation of external advisor recommendations and follow through into robust BAU procedures as appropriate. How you'll spend your time Tax Compliance Management Manage and coordinate the timely preparation and submission of the annual UK partnership, trust and corporation tax returns with the appointed tax advisors. Ensure distribution of tax vouchers to investors in line with agreed schedules. Oversight of process for timely submission of VAT returns and payments of VAT to HMRC and overseas tax authorities, and liaison with the Head of Indirect Taxes EMEA and APAC in the group tax team on advisory matters and technical queries (the role will also include an element of review of VAT returns and reconciliations). Oversee other UK-specific real estate tax filings such as Non-Resident Landlord (NRL) returns, Annual Tax on Enveloped Dwellings (ATED) and annual exemption election filings under the UK's regime for the taxation of capital gains made by non-UK residents. Assist with technical queries on Construction Industry Scheme matters, liaising with external advisors as appropriate. Manage and coordinate the timely preparation and submission of tax filings for Jersey and Luxembourg fund entities in collaboration with external tax providers. Review and question draft tax filings/returns and tax information to be provided to investors, prepared by appointed tax advisors. Oversee and track tax payments, ensuring all payments to HMRC and other tax authorities are made accurately and on time. Ensure compliance procedures are reviewed and updated as tax laws, regulations and practices change. Ensure that external advisor recommendations regarding tax compliance (ongoing and one-off) are implemented and incorporated into BAU procedures as appropriate. Liaise with advisors to ensure funds are compliant with global transfer pricing obligations including preparation of appropriate reports/support, updates as required, and meeting any filing obligations. Ensure any other ad hoc tax compliance requirements are met on a timely basis, working with the Real Estate Investments Operations team, the group tax team and external advisors as appropriate. Tax Reporting Liaise with appointed tax advisors to ensure tax provisions (including deferred tax) are prepared/reviewed for all vehicles as required. Liaison with Tax Authorities Liaise with HMRC as required to deal with routine compliance matters in a timely and appropriate manner. Liaise with external advisors in non-UK jurisdictions to ensure routine compliance is dealt with in a timely and appropriate manner. Liaise with external advisors to manage the conduct of tax audits and enquiries in timely and appropriate manner. Tax Advisor Oversight Ensure that tax advisors/agents are appointed on all fund vehicles with deadlines, project timelines, quality standards and budgets agreed. Act as the primary liaison point with tax advisors, building and maintaining strong working relationships to resolve queries and ensure smooth tax administration. Provide effective oversight and challenge of external tax providers, ensuring deliverables meet agreed deadlines, project timelines, quality standards and budgets. Project Support Reporting to the Lead Tax Advisor, provide tax advisory support for new product launches, fund mergers and other change initiatives. Governance Comply with Columbia Threadneedle Investments' published tax strategy and internal tax policy. Support with internal and external audits. Contacts and Relationships Work closely on a day-to-day basis with the Real Estate Investments Operations team, based in Swindon. Liaise with the Property Investments team, based in London. Liaise with the Columbia Threadneedle Investments' group tax team, based in Edinburgh, in relation to matters of overlap with the tax affairs of the Columbia Threadneedle Investments group and other ad hoc matters. Liaise with the Ameriprise international tax team on an ad hoc basis. Training Assist with designing, implementing and delivering ongoing tailored tax training program for the Real Estate Investments Operations Team (and Property Investments Team). To be successful in this role you will have Qualifications and Experience CTA qualified. Solid post-qualification experience in tax (industry or practice). Familiar with real estate funds investing in UK property. Experience of dealing with UK tax compliance for property investment vehicles, with an excellent understanding of and practical application of relevant UK tax legislation, including tax filing and payment requirements. Practical experience of tax reporting and accounting and familiarity with income tax accounting standards. General understanding of the principles of VAT in relation to real estate and UK filing and payment obligations. Some experience of and familiarity with tax compliance requirements for Jersey and Luxembourg-domiciled entities in the context of fund structures is desirable. Experience of and familiarity with the Construction Industry Scheme is desirable. Experience of managing external advisors to ensure delivery of high-quality outputs is desirable. Skills Strong organisational skills, with the ability to manage multiple deadlines and projects simultaneously. Strong analytical skills with thorough attention to detail. Excellent communication and stakeholder management skills, including ability to communicate complex concepts simply and understandably. Ability to work alone while collaborating effectively with internal and external teams. Willing to take on new challenges and develop new skills and knowledge. About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Finance
Acord (association For Cooperative Operations Research And Development)
Who we are looking for This front office, trading floor role involves generating and researching ideas for signal and strategies for use in automated standalone alpha trading and other areas of eFX, and developing them into production system code. 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 As eFX Alpha Strategies Quantitative Analyst, Vice President, you will: Main contributor to on-going enhancements to the eFX Alpha pod's model and strategy backtesting framework (in Java) Contributing to the on-going R&D of the eFX Alpha pod's automated selection and optimization of models and strategies Researching and generating FX market signals for use in standalone risk holding Alpha strategies, and in other eFX business areas Meeting Alpha pod P&L targets, and contributing to Market Making P&L targets Documenting analysis and models so that they are accessible to eFX Quants and, where necessary, to all relevant Risk, Compliance, and Audit teams Individual Contributor Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role Ensure that the highest level of the Code of Conduct is displayed in your behaviour Provide appropriate management information as required to support business unit decision making Support the 'Risk Excellence' culture within the business Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations What we value These skills will help you succeed in this role: Required: extensive professional Java development experience Required: experience in backtesting and simulation of trading strategies in a production environment Required: R&D experience with a variety of automated trading strategies Good to have: Buy-side experience Good to have: Experience with a data analysis & modelling language (e.g. Python, Matlab, etc.) Education & Preferred Qualifications Required: degree in a quantitative discipline (Computer Science included) A post-graduate degree in a quantitative discipline would be a benefit Additional requirements Appreciate that all Alpha strategies must be ethical in intention and implementation Able to anticipate where models and code are susceptible to problems or fragile Able to apply statistical rigour to data analysis Motivated to consider and test multiple hypotheses to explain data 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 12, 2025
Full time
Who we are looking for This front office, trading floor role involves generating and researching ideas for signal and strategies for use in automated standalone alpha trading and other areas of eFX, and developing them into production system code. 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 As eFX Alpha Strategies Quantitative Analyst, Vice President, you will: Main contributor to on-going enhancements to the eFX Alpha pod's model and strategy backtesting framework (in Java) Contributing to the on-going R&D of the eFX Alpha pod's automated selection and optimization of models and strategies Researching and generating FX market signals for use in standalone risk holding Alpha strategies, and in other eFX business areas Meeting Alpha pod P&L targets, and contributing to Market Making P&L targets Documenting analysis and models so that they are accessible to eFX Quants and, where necessary, to all relevant Risk, Compliance, and Audit teams Individual Contributor Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role Ensure that the highest level of the Code of Conduct is displayed in your behaviour Provide appropriate management information as required to support business unit decision making Support the 'Risk Excellence' culture within the business Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations What we value These skills will help you succeed in this role: Required: extensive professional Java development experience Required: experience in backtesting and simulation of trading strategies in a production environment Required: R&D experience with a variety of automated trading strategies Good to have: Buy-side experience Good to have: Experience with a data analysis & modelling language (e.g. Python, Matlab, etc.) Education & Preferred Qualifications Required: degree in a quantitative discipline (Computer Science included) A post-graduate degree in a quantitative discipline would be a benefit Additional requirements Appreciate that all Alpha strategies must be ethical in intention and implementation Able to anticipate where models and code are susceptible to problems or fragile Able to apply statistical rigour to data analysis Motivated to consider and test multiple hypotheses to explain data 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.
About the team You'll be joining the Finance team on an interim basis as Financial Planning & Analysis Manager within the Commercial Finance team. You'll be a part of a fast-growing business that is challenging the market and doing things differently. This is a key role in the Finance team developing and maintaining best in class financial planning, management reporting, and analysis. The FP&A remit is critical in delivering accurate, timely, and concise information to Senior Management and Board to facilitate sound decision-making. The successful candidate will lead key FP&A deliverables with direct access and visibility to the CFO, ExCo, and investors and input into key governance forums such as ALCO, Board, Board Audit Committee, and Board Risk Committee. To fulfill the role successfully, the role holder will need to work closely with cross-functional senior management, UK and Group ExCo, and colleagues within the broader Finance team. And you'll be joining the fastest-growing tech company in the UK, according to Deloitte Fast 50. What you'll do Support robust and timely monthly management information, working alongside the FP&A Reporting Manager, for delivery of key KPI metrics reporting, investor reporting, risk reporting, and management reporting to UK, EU, and Group ExCo and CFOs and CEOs. Maintenance of financial models and preparation of supporting Board packs for delivery of Group consolidated quarterly forecasts and long-term financial plans in collaboration with revenue and cost finance business partners across UK and EU. Provide robust, data-driven insights into business performance against budget, quarterly forecast, and prior period for various governance forums (Board, Investor, and ExCo updates). Capital and Liquidity reporting, forecasting, and analysis to support the Asset & Liability Committee ('ALCO') for Group. Review metrics, targets, and outcomes of our Balance scorecards (UK, EU, and Group) on a quarterly basis and communicate it with relevant senior stakeholders. Support modelling of wind-down plan and stress testing process for the bank, working alongside the Head of Capital and Planning, Head of Prudential Reporting, and key risk owners across the bank to articulate impacts on capital and liquidity under stress scenarios. Support UAT for Workday implementation and continuous improvement of FP&A systems and processes to optimise the efficiency and performance of the function. What you bring A qualified accountant (ACA, ACCA, CIMA or equivalent) with years of experience. Able to operate independently with high levels of personal accountability with experience of operating in a dynamic and fast-paced and evolving environment. Demonstrable experience leading a Group FP&A function in a dynamic business environment. Excellent communication and presentation skills. Strong analytical and problem-solving skills and proficiency in financial modelling and forecasting and ability to translate complex data into strategic insights. Ability to influence and work effectively with senior management and cross-functional teams. Proven track record of managing and engaging stakeholders in an international and multi-cultural environment. Proven track record of continuous improvement and value creation. A little bit more about us! ClearBank is Where You Can belong: At ClearBank, we think about Diversity, Equity, and Inclusion (DE&I) a lot. Not because we think we should, but because we know we should - how else can we build a happy workforce and be successful as a business? We're committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they're given the trust and encouragement to do their very best work. Here are some of the things we're most proud of: 42% of our senior management roles are held by women. Our enhanced family leave policies. Launching our partnership with Code First Girls. Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group. Our hiring process and what you can expect: Application: A member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you're moving forward to the next stage. Screening: You'll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we'll get to know more about you, your experience, and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we'll let you know that too). First Interview: You'll spend one hour with a member of our hiring team focusing on your skills, competencies, and your ways of working while we give you time to ask more questions about the role, the team, and learn more about the ClearBank culture. This will be via Teams. Second Interview: This will be a competency-based interview with one or more members of our team. Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes. Offer: Congratulations! Get ready to transform banking forever! Our commitment to you as a candidate: We will always try our best to get back to you within seven days of your interview whether you've been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will get in touch to let you know we need a little more time. We're unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully. We wish you the best of luck with your application and maybe we'll be celebrating your new role at ClearBank soon! Equal Opportunities ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration. ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, and sexual orientation. As part of the Company's commitment to equal employment opportunity, we provide reasonable adjustments to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone, so please let us know how we can accommodate you. In case you have any accessibility requirements, you can share that with our Talent Acquisition team prior to your interview stage, if applicable. The legal bit By submitting your CV to ClearBank Limited, you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data, go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage, and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purposes.
Feb 11, 2025
Full time
About the team You'll be joining the Finance team on an interim basis as Financial Planning & Analysis Manager within the Commercial Finance team. You'll be a part of a fast-growing business that is challenging the market and doing things differently. This is a key role in the Finance team developing and maintaining best in class financial planning, management reporting, and analysis. The FP&A remit is critical in delivering accurate, timely, and concise information to Senior Management and Board to facilitate sound decision-making. The successful candidate will lead key FP&A deliverables with direct access and visibility to the CFO, ExCo, and investors and input into key governance forums such as ALCO, Board, Board Audit Committee, and Board Risk Committee. To fulfill the role successfully, the role holder will need to work closely with cross-functional senior management, UK and Group ExCo, and colleagues within the broader Finance team. And you'll be joining the fastest-growing tech company in the UK, according to Deloitte Fast 50. What you'll do Support robust and timely monthly management information, working alongside the FP&A Reporting Manager, for delivery of key KPI metrics reporting, investor reporting, risk reporting, and management reporting to UK, EU, and Group ExCo and CFOs and CEOs. Maintenance of financial models and preparation of supporting Board packs for delivery of Group consolidated quarterly forecasts and long-term financial plans in collaboration with revenue and cost finance business partners across UK and EU. Provide robust, data-driven insights into business performance against budget, quarterly forecast, and prior period for various governance forums (Board, Investor, and ExCo updates). Capital and Liquidity reporting, forecasting, and analysis to support the Asset & Liability Committee ('ALCO') for Group. Review metrics, targets, and outcomes of our Balance scorecards (UK, EU, and Group) on a quarterly basis and communicate it with relevant senior stakeholders. Support modelling of wind-down plan and stress testing process for the bank, working alongside the Head of Capital and Planning, Head of Prudential Reporting, and key risk owners across the bank to articulate impacts on capital and liquidity under stress scenarios. Support UAT for Workday implementation and continuous improvement of FP&A systems and processes to optimise the efficiency and performance of the function. What you bring A qualified accountant (ACA, ACCA, CIMA or equivalent) with years of experience. Able to operate independently with high levels of personal accountability with experience of operating in a dynamic and fast-paced and evolving environment. Demonstrable experience leading a Group FP&A function in a dynamic business environment. Excellent communication and presentation skills. Strong analytical and problem-solving skills and proficiency in financial modelling and forecasting and ability to translate complex data into strategic insights. Ability to influence and work effectively with senior management and cross-functional teams. Proven track record of managing and engaging stakeholders in an international and multi-cultural environment. Proven track record of continuous improvement and value creation. A little bit more about us! ClearBank is Where You Can belong: At ClearBank, we think about Diversity, Equity, and Inclusion (DE&I) a lot. Not because we think we should, but because we know we should - how else can we build a happy workforce and be successful as a business? We're committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they're given the trust and encouragement to do their very best work. Here are some of the things we're most proud of: 42% of our senior management roles are held by women. Our enhanced family leave policies. Launching our partnership with Code First Girls. Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group. Our hiring process and what you can expect: Application: A member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you're moving forward to the next stage. Screening: You'll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we'll get to know more about you, your experience, and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we'll let you know that too). First Interview: You'll spend one hour with a member of our hiring team focusing on your skills, competencies, and your ways of working while we give you time to ask more questions about the role, the team, and learn more about the ClearBank culture. This will be via Teams. Second Interview: This will be a competency-based interview with one or more members of our team. Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes. Offer: Congratulations! Get ready to transform banking forever! Our commitment to you as a candidate: We will always try our best to get back to you within seven days of your interview whether you've been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will get in touch to let you know we need a little more time. We're unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully. We wish you the best of luck with your application and maybe we'll be celebrating your new role at ClearBank soon! Equal Opportunities ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration. ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, and sexual orientation. As part of the Company's commitment to equal employment opportunity, we provide reasonable adjustments to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone, so please let us know how we can accommodate you. In case you have any accessibility requirements, you can share that with our Talent Acquisition team prior to your interview stage, if applicable. The legal bit By submitting your CV to ClearBank Limited, you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data, go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage, and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purposes.
Skill Band: Front Office Location: London Type: Permanent Date Posted: 6 Feb 2025 Director, FIC Structuring About the Job The Director, FIC Structuring ("the Role") is responsible for all FIC Structuring activities across both FX, Rates and Credit and the FIC Origination, Structured Solutions and DCM businesses. The Role is responsible for coordinating with Origination, Trading and support functions to deliver well structured financing and risk management solutions for our global clients, shareholders and ICBCS. This will include supporting transactions through ICBCS governance including credit committees, NPSTAC etc. This role will be a Certified Person under the Senior Manager and Certified Person regime and will be expected to comply with regulatory conduct rules under the regime. What you'll be doing Structuring: Proactively work with the FIC global origination teams including the Americas and Asia to develop new products & solutions, to lead to executed transactions, to fulfil client needs and meet bank business objectives. Client needs include structured financing, risk-management, collateral trading, local market access, investment in EM and other credit risk. Bank business objectives include appetite to increase asset base, obtain related term funding, optimize return on regulatory capital, developing risk transfer and distribution methods, develop derivatives and structured financing and collateral trading products. Maintain relationships with professional counterparties to support the above objectives. Develop and maintain relationships with ICBC branches to originate collaborative opportunities. Execution & Process Partner with FIC Trading and Origination to structure and execute transactions involving Derivatives, Structured Credit and Financing products. Ensure all internal approvals are received including credit, legal, finance and compliance and all relevant committees (TAC, NPSTAC, CRMC, Credit Committee and Exco/Board if applicable). Work with Origination to obtain authorization for transactions via the TAC process. Work with Trading to obtain authorization for New Products via the NPP/NPSTAC process. Maintain deal files for Structured Transactions and transaction term sheets and/or descriptions if required. Minimise and monitor operational risk incidents, internal and external transaction audits. Work with relevant support functions to engage with external counsel or advisors supporting a transaction. Conduct Maintain an awareness of and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to ICBC Standard Bank Uphold the Values of the firm Escalate all significant Regulatory / Compliance issues immediately through appropriate channels Responsible for ensuring all mandatory training is completed Operates within the terms of the SLAs with Standard Bank Group and MOUs with ICBC Group Experience required to successfully perform the role: Proven experience in EM derivatives, structured credit / lending with a proven ability to consistently produce to revenue targets. Ideally, the candidate will have a legal background, although not essential Knowledge, technical skills and expertise Strong Technical expertise across GM products offered by us (Foreign Exchange, Credit, Interest Rate and Equities collateral). Strong understanding of Regulatory environment and working within these parameters. Strong derivative and hedging knowledge within an EM context essential Strong credit structuring and documentation expertise Understanding of PRA and FCA rules and regulations Understanding of capital, risk and control Understanding of IFRS and International Taxation Fluency in Mandarin (or other relevant languages) is preferred but not required Why should you join us? ICBC Standard Bank Plc (ICBCS) is a leading financial markets and commodities bank, driven to deliver the right outcomes for our stakeholders, clients, counterparties and markets. We benefit from a unique Chinese and African parentage and an unrivalled global network and expertise. We're headquartered in London, with operations in Shanghai, Singapore and New York. We're a diverse and close-knit global team. We put people first, giving talented, self-driven professionals the flexibility, rewards and freedom to grow their expertise and realise their potential. Our vison statement, "Be Yourself, Succeed Together" underpins our drive for an open and transparent culture which values difference, enabling everyone to thrive whilst being themselves. We have an active E, D&I forum and we're growing other employee network groups, including for women and neurodiversity. We're committed to the principle of equal opportunities. All applicants will be treated equally and will be considered on their merits and skills without discrimination. What's in it for you? Financial market-based pay based on skills and experience, discretionary annual bonus, pension contribution 10% (employee contribution 5%), travel insurance, life assurance and income replacement insurance. Family - 6 months fully paid maternity leave and enhanced shared parental leave. Coaching for family leave returners and access to emergency care via My Family Care. Miscarriage and menopause policies. Wellbeing - private medical insurance, Bike2Work scheme, health and fitness subsidy, holiday exchange and an Employee Assistance Programme. Community paid volunteering leave and Give As You Earn scheme. Vibrant CSR and engagement forums and fundraising for our charity partners. Development a suite of opportunities to build the skills you need to excel in your role If you're excited about becoming part of our team, get in touch. We'd love to hear from you! ICBCS has appointed Robert Walters Outsourcing (RWO) to manage its recruitment process and Preferred Supplier List (PSL). Unsolicited CVs sent directly to ICBCS or its staff from non-PSL agencies will not be accepted and no fees will be paid for such submissions.
Feb 11, 2025
Full time
Skill Band: Front Office Location: London Type: Permanent Date Posted: 6 Feb 2025 Director, FIC Structuring About the Job The Director, FIC Structuring ("the Role") is responsible for all FIC Structuring activities across both FX, Rates and Credit and the FIC Origination, Structured Solutions and DCM businesses. The Role is responsible for coordinating with Origination, Trading and support functions to deliver well structured financing and risk management solutions for our global clients, shareholders and ICBCS. This will include supporting transactions through ICBCS governance including credit committees, NPSTAC etc. This role will be a Certified Person under the Senior Manager and Certified Person regime and will be expected to comply with regulatory conduct rules under the regime. What you'll be doing Structuring: Proactively work with the FIC global origination teams including the Americas and Asia to develop new products & solutions, to lead to executed transactions, to fulfil client needs and meet bank business objectives. Client needs include structured financing, risk-management, collateral trading, local market access, investment in EM and other credit risk. Bank business objectives include appetite to increase asset base, obtain related term funding, optimize return on regulatory capital, developing risk transfer and distribution methods, develop derivatives and structured financing and collateral trading products. Maintain relationships with professional counterparties to support the above objectives. Develop and maintain relationships with ICBC branches to originate collaborative opportunities. Execution & Process Partner with FIC Trading and Origination to structure and execute transactions involving Derivatives, Structured Credit and Financing products. Ensure all internal approvals are received including credit, legal, finance and compliance and all relevant committees (TAC, NPSTAC, CRMC, Credit Committee and Exco/Board if applicable). Work with Origination to obtain authorization for transactions via the TAC process. Work with Trading to obtain authorization for New Products via the NPP/NPSTAC process. Maintain deal files for Structured Transactions and transaction term sheets and/or descriptions if required. Minimise and monitor operational risk incidents, internal and external transaction audits. Work with relevant support functions to engage with external counsel or advisors supporting a transaction. Conduct Maintain an awareness of and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to ICBC Standard Bank Uphold the Values of the firm Escalate all significant Regulatory / Compliance issues immediately through appropriate channels Responsible for ensuring all mandatory training is completed Operates within the terms of the SLAs with Standard Bank Group and MOUs with ICBC Group Experience required to successfully perform the role: Proven experience in EM derivatives, structured credit / lending with a proven ability to consistently produce to revenue targets. Ideally, the candidate will have a legal background, although not essential Knowledge, technical skills and expertise Strong Technical expertise across GM products offered by us (Foreign Exchange, Credit, Interest Rate and Equities collateral). Strong understanding of Regulatory environment and working within these parameters. Strong derivative and hedging knowledge within an EM context essential Strong credit structuring and documentation expertise Understanding of PRA and FCA rules and regulations Understanding of capital, risk and control Understanding of IFRS and International Taxation Fluency in Mandarin (or other relevant languages) is preferred but not required Why should you join us? ICBC Standard Bank Plc (ICBCS) is a leading financial markets and commodities bank, driven to deliver the right outcomes for our stakeholders, clients, counterparties and markets. We benefit from a unique Chinese and African parentage and an unrivalled global network and expertise. We're headquartered in London, with operations in Shanghai, Singapore and New York. We're a diverse and close-knit global team. We put people first, giving talented, self-driven professionals the flexibility, rewards and freedom to grow their expertise and realise their potential. Our vison statement, "Be Yourself, Succeed Together" underpins our drive for an open and transparent culture which values difference, enabling everyone to thrive whilst being themselves. We have an active E, D&I forum and we're growing other employee network groups, including for women and neurodiversity. We're committed to the principle of equal opportunities. All applicants will be treated equally and will be considered on their merits and skills without discrimination. What's in it for you? Financial market-based pay based on skills and experience, discretionary annual bonus, pension contribution 10% (employee contribution 5%), travel insurance, life assurance and income replacement insurance. Family - 6 months fully paid maternity leave and enhanced shared parental leave. Coaching for family leave returners and access to emergency care via My Family Care. Miscarriage and menopause policies. Wellbeing - private medical insurance, Bike2Work scheme, health and fitness subsidy, holiday exchange and an Employee Assistance Programme. Community paid volunteering leave and Give As You Earn scheme. Vibrant CSR and engagement forums and fundraising for our charity partners. Development a suite of opportunities to build the skills you need to excel in your role If you're excited about becoming part of our team, get in touch. We'd love to hear from you! ICBCS has appointed Robert Walters Outsourcing (RWO) to manage its recruitment process and Preferred Supplier List (PSL). Unsolicited CVs sent directly to ICBCS or its staff from non-PSL agencies will not be accepted and no fees will be paid for such submissions.
Fund services Corporate Capital markets Private client Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust, and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals, and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. Job Description Purpose of the Job The core focus of this specific role is to drive the generation of new business and increase revenue for our Global Funds business globally. The successful candidate will work with the Service line leadership team, corporate directors, and will be expected to fully understand the services offered by each of the jurisdictions in which we operate, specifically Global Funds. Main Responsibilities Achieve and exceed personal new business targets including identifying and implementing new business acquisition initiatives. Build own sales pipeline by identifying and winning new business across our key funds distribution and servicing markets for both domestic and onshore funds. Obtain a detailed understanding of both current and potential clients, with a focus on long-term client relationships and profitable revenue generation. Work collaboratively with colleagues and in particular with other Commercial Director and Associate Commercial Director professionals to achieve new business sales objectives. Lead deal terms throughout the sales cycle. Lead commercial negotiations in line with agreed parameters. Ensure that Salesforce, Ocorian's CRM system, is updated with all Contact, Lead, Opportunity, Campaign, and Activity changes on an ongoing basis. Comply with procedures for the maintenance of Salesforce pipeline information, call reports, proposal templates, service/fee proposals, and related financial analysis. Work with colleagues in other regions to build a collaborative sales culture. Position the business to be the best placed to capitalize on upsell and cross-sell opportunities with existing clients. Build the business' brand to generate quality leads via attendance and participation at industry events, branded events, thought leadership articles, press releases, and client newsletters. Develop and manage the intermediary and third-party services provider network (particularly onshore and offshore law firms, regulatory/start-up consultants, advisors, fund platforms, banks, auditors, technology vendors, and (where appropriate) other services providers). Grow the business' reputation as a trusted provider of high-quality services with institutional investors, family offices, fund of funds, financial institutions, private banks, and other allocators of capital via targeted marketing campaigns. Qualifications Required Knowledge, Skills & Experience At least five years' relevant experience selling fund administration or third-party manco services. Sales management experience in an investment bank, trustee, asset management, or administration firm. As a result of study and experience, they will possess a comprehensive understanding and knowledge of relevant legislation and regulations insofar as it pertains to our industry allowing a consultative sell to target clients. Very strong fund services-based technical skills and knowledge. Ability to lead and manage complex RFP and Procurement processes. A dynamic, self-starter with strong communication skills. A positive and enthusiastic team player with drive, initiative, and flexibility. Excellent interpersonal and influencing skills and the ability to communicate effectively with clients and colleagues at all levels. Excellent presentation skills. Ability to work using own initiative and make decisions within strict corporate policies and procedures. Strong time management, organisational, and IT skills. Additional Information All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are: We are CLIENT CENTRIC - Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges. We are AMBITIOUS - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be. We are AGILE - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient, and effective. We are COLLABORATIVE - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes. We are ETHICAL - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships. Equal Opportunities for Everyone Please let us know if there's anything we can do to make the process easier for you. You can reach us at . We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity, or disability status.
Feb 08, 2025
Full time
Fund services Corporate Capital markets Private client Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust, and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals, and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. Job Description Purpose of the Job The core focus of this specific role is to drive the generation of new business and increase revenue for our Global Funds business globally. The successful candidate will work with the Service line leadership team, corporate directors, and will be expected to fully understand the services offered by each of the jurisdictions in which we operate, specifically Global Funds. Main Responsibilities Achieve and exceed personal new business targets including identifying and implementing new business acquisition initiatives. Build own sales pipeline by identifying and winning new business across our key funds distribution and servicing markets for both domestic and onshore funds. Obtain a detailed understanding of both current and potential clients, with a focus on long-term client relationships and profitable revenue generation. Work collaboratively with colleagues and in particular with other Commercial Director and Associate Commercial Director professionals to achieve new business sales objectives. Lead deal terms throughout the sales cycle. Lead commercial negotiations in line with agreed parameters. Ensure that Salesforce, Ocorian's CRM system, is updated with all Contact, Lead, Opportunity, Campaign, and Activity changes on an ongoing basis. Comply with procedures for the maintenance of Salesforce pipeline information, call reports, proposal templates, service/fee proposals, and related financial analysis. Work with colleagues in other regions to build a collaborative sales culture. Position the business to be the best placed to capitalize on upsell and cross-sell opportunities with existing clients. Build the business' brand to generate quality leads via attendance and participation at industry events, branded events, thought leadership articles, press releases, and client newsletters. Develop and manage the intermediary and third-party services provider network (particularly onshore and offshore law firms, regulatory/start-up consultants, advisors, fund platforms, banks, auditors, technology vendors, and (where appropriate) other services providers). Grow the business' reputation as a trusted provider of high-quality services with institutional investors, family offices, fund of funds, financial institutions, private banks, and other allocators of capital via targeted marketing campaigns. Qualifications Required Knowledge, Skills & Experience At least five years' relevant experience selling fund administration or third-party manco services. Sales management experience in an investment bank, trustee, asset management, or administration firm. As a result of study and experience, they will possess a comprehensive understanding and knowledge of relevant legislation and regulations insofar as it pertains to our industry allowing a consultative sell to target clients. Very strong fund services-based technical skills and knowledge. Ability to lead and manage complex RFP and Procurement processes. A dynamic, self-starter with strong communication skills. A positive and enthusiastic team player with drive, initiative, and flexibility. Excellent interpersonal and influencing skills and the ability to communicate effectively with clients and colleagues at all levels. Excellent presentation skills. Ability to work using own initiative and make decisions within strict corporate policies and procedures. Strong time management, organisational, and IT skills. Additional Information All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are: We are CLIENT CENTRIC - Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges. We are AMBITIOUS - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be. We are AGILE - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient, and effective. We are COLLABORATIVE - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes. We are ETHICAL - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships. Equal Opportunities for Everyone Please let us know if there's anything we can do to make the process easier for you. You can reach us at . We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity, or disability status.
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. You will join our R&D team of learners, builders, experts, and leaders in our Fund Administration group. Our group is building the next generation of software for the venture capital industry. We build software to help new funds launch, investors to track analytics and performance, for fund accountants operating the books and financial records for investment funds ranging from $100k through billions under management, and more. We work on a mix of greenfield opportunities and work informed by metrics. Carta Fund Administration is redefining venture capital operations. Since 2018, our business has grown faster than any other provider in the space. We work with some of the largest venture capital firms in the world, building software to automate managing their investments. As we head deeper into 2024, our goal is to forge the future of how this industry operates and our hammer is engineering. We are building a distributed system that needs to be configurable enough for the most complex of customers. Its responsibilities are wide: money movement, an event-based general accounting ledger, calculating profit waterfalls, rule-based engines for reconciliations and allocations, workflow orchestrations, investment performance tracking, incorporation tooling just to name a few. The international team, based in our London office in Shoreditch is focussed on building for international markets. Our remit is wide, covering the UK, Europe, the Middle East and Asia Pacific. You'll be collaborating closely with teams from San Francisco to Singapore, building features for our existing and new international markets. Our mission is to build a platform that scales globally. Who we are We care deeply about our customers: investors, fund managers, CFOs, fund administrators, tax/audit professionals, and others. We are relentless in our pursuit to create leverage for them. We do so by deeply understanding the domain and the jobs to be done. We run towards hard and messy problems. We serve the business, first and foremost, and invest in ourselves and each other in service of that effort. We are owners and that is the only title that matters. We take our work seriously, but not too seriously. We take equal pride in solving complex business problems like automating allocation calculations, as we do contributing to our Slack emoji portfolio. Stand-ups might include discussions on implementation details for a new Kafka event or our favorite microwavable snacks. About You We are looking for candidates with years of professional software development experience, specifically with Python. Additionally, You have strong technical skills and are an excellent collaborator. You like solving for ambiguity: we'll look to you for ideas on how to solve problems. You implement systems large or small that are clear, maintainable, and correct. You are excited by opportunities to both break ground on new projects and provide fresh perspective onto past implementations. You want to build and own your work end-to-end, from the first line of code through initial cohort releases all the way to a full roll out. You are eager to move fast, but recognize when to build for the future. We also look for candidates who are interested in, experienced with, or curious about Accounting or investment management Customer relationship management Tax reporting, financial reporting, and financial auditing Banking and money movement International accounting The Interview Process Carta follows a standard tech startup interview process, where you will meet with a recruiter and hiring manager first. We'll then ask you to show off your skills with a real-world take home exercise (we do not do LeetCode-style interviews, no one will quiz you on writing a doubly-linked list) and virtual interviews. During the process, you can ask questions to people across different parts of the Fund Administration team to learn what kind of work we do and how it lines up with your interests. We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Apply for this job indicates a required field First Name Last Name Email Phone Location (City) Resume/CV LinkedIn Profile GitHub Website Other Do you now or in the future require visa sponsorship to continue working in the country where this position is located? Select Have you worked for Carta at any other time previously? Select AI Policy for Application & Interviewing: Select
Feb 02, 2025
Full time
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. You will join our R&D team of learners, builders, experts, and leaders in our Fund Administration group. Our group is building the next generation of software for the venture capital industry. We build software to help new funds launch, investors to track analytics and performance, for fund accountants operating the books and financial records for investment funds ranging from $100k through billions under management, and more. We work on a mix of greenfield opportunities and work informed by metrics. Carta Fund Administration is redefining venture capital operations. Since 2018, our business has grown faster than any other provider in the space. We work with some of the largest venture capital firms in the world, building software to automate managing their investments. As we head deeper into 2024, our goal is to forge the future of how this industry operates and our hammer is engineering. We are building a distributed system that needs to be configurable enough for the most complex of customers. Its responsibilities are wide: money movement, an event-based general accounting ledger, calculating profit waterfalls, rule-based engines for reconciliations and allocations, workflow orchestrations, investment performance tracking, incorporation tooling just to name a few. The international team, based in our London office in Shoreditch is focussed on building for international markets. Our remit is wide, covering the UK, Europe, the Middle East and Asia Pacific. You'll be collaborating closely with teams from San Francisco to Singapore, building features for our existing and new international markets. Our mission is to build a platform that scales globally. Who we are We care deeply about our customers: investors, fund managers, CFOs, fund administrators, tax/audit professionals, and others. We are relentless in our pursuit to create leverage for them. We do so by deeply understanding the domain and the jobs to be done. We run towards hard and messy problems. We serve the business, first and foremost, and invest in ourselves and each other in service of that effort. We are owners and that is the only title that matters. We take our work seriously, but not too seriously. We take equal pride in solving complex business problems like automating allocation calculations, as we do contributing to our Slack emoji portfolio. Stand-ups might include discussions on implementation details for a new Kafka event or our favorite microwavable snacks. About You We are looking for candidates with years of professional software development experience, specifically with Python. Additionally, You have strong technical skills and are an excellent collaborator. You like solving for ambiguity: we'll look to you for ideas on how to solve problems. You implement systems large or small that are clear, maintainable, and correct. You are excited by opportunities to both break ground on new projects and provide fresh perspective onto past implementations. You want to build and own your work end-to-end, from the first line of code through initial cohort releases all the way to a full roll out. You are eager to move fast, but recognize when to build for the future. We also look for candidates who are interested in, experienced with, or curious about Accounting or investment management Customer relationship management Tax reporting, financial reporting, and financial auditing Banking and money movement International accounting The Interview Process Carta follows a standard tech startup interview process, where you will meet with a recruiter and hiring manager first. We'll then ask you to show off your skills with a real-world take home exercise (we do not do LeetCode-style interviews, no one will quiz you on writing a doubly-linked list) and virtual interviews. During the process, you can ask questions to people across different parts of the Fund Administration team to learn what kind of work we do and how it lines up with your interests. We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Apply for this job indicates a required field First Name Last Name Email Phone Location (City) Resume/CV LinkedIn Profile GitHub Website Other Do you now or in the future require visa sponsorship to continue working in the country where this position is located? Select Have you worked for Carta at any other time previously? Select AI Policy for Application & Interviewing: Select
Director, Head Global Markets KYC Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id -WD Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Global Corporate & Investment Banking ("GCIB") is the division responsible for managing the Bank's key international client relationships and main financing products (Syndication, Structured & Project Finance, Securitisation, Working Capital Solutions, ECA financing, etc.). The GCIB Business Management function is responsible for supporting the management and business units within GCIB from, inter alia, a strategic, operational and governance perspective ensuring the business maintains its 'license to operate'. The position is also supposed to assist GCIB management to develop and implement GCIB strategy across EMEA entities. FLoD KYC is set up to support MUFG Bank and Securities business to manage the client KYC for New Business and Periodic assessments thereby enhancing client experience and generating efficiencies. FLoD KYC function for EMEA covers Onboarding, Periodic assessments, Quality Controls, Quality Assurance, Policy & Training along with AML and Shared services functions including BoW management, Screening etc. This individual will work closely with the Head of FLoD KYC, deputising as required. The role will hold a high level of responsibility and exposure to senior management within MUFG Bank, as well as key stakeholders globally. As such strong strategic planning, effective stakeholder management, and the ability to influence at all levels are key. The individual will also be required to support the wider team, as required, on complex issues, volume/capacity management as well as being a key decision maker on KYC procedural/process aspects. This individual will be a key representative and focal point within FLoD KYC team working closely with stakeholders to ensure MUFG understands all associated risks and maintaining the highest standards, whilst managing business needs. In-depth understanding of related regulatory guidance is therefore essential, in addition to comprehension of business processes. A key aspect to this role is the effective resource and capacity management, stakeholder management, and a drive to improve the onboarding service and turnaround times provided to the prospect clients and the business. ROLES, SCOPE and REPORTING STRUCTURE The Head Global Markets (GM) KYC reports into: Head FLoD KYC Head Global Markets (GM) KYC has oversight of approximately 3+ employees. KEY RESPONSIBILITIES Responsible for Team's delivery: Ensure that all client onboardings and Periodic assessments for Global Markets covering all Primary and Secondary relationships are managed effectively and within the targeted turnaround times. Make sure applicable "Know your Customer" requirements have been met and ensure that the business remained fully compliant with the AML policy and all applicable regulatory requirements. End to End KYC: Role involves managing end to end process for both New Business and periodic assessments including Client Outreach, partnering with second line AML functions, SLA Management, MI, Restrictions/exits etc. Liaison for end to end onboarding: Work closely with end to end onboarding teams and support teams within Tax, Credit, Legal, FCoE and Data to ensure overall TAT is adhered to and enhance client onboarding experience within Securities across MUSE, MUSEU and MUS Asia. Time criticality and Data sensitivity: Able to manage highly time-sensitive new business deals (Incl. Capital Markets, Sales & Trading) and deal effectively with MNPI data for potential new transactions. Audit & Issues Management: Role will be responsible to maintain a strong KYC control environment for the firm with responsibility to resolve all issues within timelines managing the process effectively. As the head of GM KYC, the role is also responsible to ensure audit RFIs are responded to within the agreed timelines and the FLoD KYC function secures a satisfactory audit rating. Capacity planning, Pipeline management and forecasting of volumes: Ensure capacity planning is undertaken and forecasting of volumes is conducted periodically to proactively manage capacity for volume spikes, triggers and expected business growth. Senior Subject Matter Expert (SME): Act as a senior SME within the KYC team in relation to all KYC aspects from processing to specific policy-related queries management. Escalation point for Business: Ensure all escalations from internal and external stakeholders are addressed promptly with response within the agreed TAT, ensuring compliance with AML policy and regulations. Representing KYC Team & Stakeholder engagement: Represent the FLoD KYC Team on KYC matters to key stakeholders including management, compliance, regulators, and auditors where needed. Expectation for this role will be to establish strong stakeholder engagement across all Securities Primary and Secondary Desks and to present clear and concise information confidently at all levels. Ownership of MI preparation for Onboarding: Responsible, alongside the Head of KYC and Lead Data/MI to create, develop, and publish a suite of Management information reports - both regular MI reporting and ad-hoc analysis as and when required. It is essential that the reports published are clear and are produced to a qualitative standard. Training, Development & people management: Carry out people and performance management for Global Markets KYC Teams. Coach and mentor them onshore and offshore. Provide support to the Head of KYC and share responsibility for Training & Development including career pathing across KYC. May also be required to provide training to their respective business lines. Owning Team Procedures and Processes: Responsible for ensuring that team procedures and processes are up to date, accurate and reflect all policy and regulatory change and kept UpToDate with standards. Liaison with Compliance: Act as a Compliance Liaison function for related matter, meeting with Financial Crime on a regular basis, ensuring queries are resolved, ad-hoc analysis and reporting is completed. Active involvement in driving procedural and policy improvements: Actively seek out opportunities to improve the KYC process; including the strengthening & implementation of controls and improving efficiency. Budget & Cost: Manage costs for the Global Markets KYC team in collaboration with BM, Head FLoD KYC and in line with the offshoring strategy to be within the budget. Plan for effective cost control environment while creating process and productivity efficiencies. When there is a business requirement the role will also have to be flexible to provide support to the periodic reviews and remediation function for Bank and Securities. PROFESSIONAL EXPERIENCE & PERSONAL REQUIREMENTS Skills and experience: Functional / Technical Competencies: Essential Awareness of UK & European Anti-Money Laundering regulations. KYC SME with hands-on experience in end to end KYC. Knowledge of various corporate structures Financial Institutions, Banks and NBFIs, Fund Managers, Hedge Funds and Insurance entities. Strong understanding and experience in managing teams involved in or supporting Trade Lifecycle activities and profound understanding of various asset classes. Awareness of Markets Regulations (FATCA/CRS, MIFID II, emir, SBSD, Volcker). Able to communicate effectively to key stakeholders at all levels and drive positive outcomes. Experienced people manager running teams onsite and virtually. Face to face connects with Front Office, Clients, Compliance and other stakeholders as needed. Self-motivated to find solutions. Attention to detail is essential. Ability to effectively utilise Microsoft Office (particularly excel and power point). Experience of preparing MI and presentations. Education / Qualifications: Essential Degree Level or relevant industry experience. Preferred: Relevant qualifications in Anti Money Laundering, fraud and bribery or Financial Crime roles would be highly desirable. Languages skills are not mandatory but would be beneficial as this role covers EMEA. Personal requirements: Excellent communication skills. Results driven, with a strong sense of accountability. A proactive, motivated approach. The ability to operate with urgency and prioritize work accordingly. Strong decision making skills, the ability to demonstrate sound judgement. . click apply for full job details
Jan 27, 2025
Full time
Director, Head Global Markets KYC Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id -WD Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Global Corporate & Investment Banking ("GCIB") is the division responsible for managing the Bank's key international client relationships and main financing products (Syndication, Structured & Project Finance, Securitisation, Working Capital Solutions, ECA financing, etc.). The GCIB Business Management function is responsible for supporting the management and business units within GCIB from, inter alia, a strategic, operational and governance perspective ensuring the business maintains its 'license to operate'. The position is also supposed to assist GCIB management to develop and implement GCIB strategy across EMEA entities. FLoD KYC is set up to support MUFG Bank and Securities business to manage the client KYC for New Business and Periodic assessments thereby enhancing client experience and generating efficiencies. FLoD KYC function for EMEA covers Onboarding, Periodic assessments, Quality Controls, Quality Assurance, Policy & Training along with AML and Shared services functions including BoW management, Screening etc. This individual will work closely with the Head of FLoD KYC, deputising as required. The role will hold a high level of responsibility and exposure to senior management within MUFG Bank, as well as key stakeholders globally. As such strong strategic planning, effective stakeholder management, and the ability to influence at all levels are key. The individual will also be required to support the wider team, as required, on complex issues, volume/capacity management as well as being a key decision maker on KYC procedural/process aspects. This individual will be a key representative and focal point within FLoD KYC team working closely with stakeholders to ensure MUFG understands all associated risks and maintaining the highest standards, whilst managing business needs. In-depth understanding of related regulatory guidance is therefore essential, in addition to comprehension of business processes. A key aspect to this role is the effective resource and capacity management, stakeholder management, and a drive to improve the onboarding service and turnaround times provided to the prospect clients and the business. ROLES, SCOPE and REPORTING STRUCTURE The Head Global Markets (GM) KYC reports into: Head FLoD KYC Head Global Markets (GM) KYC has oversight of approximately 3+ employees. KEY RESPONSIBILITIES Responsible for Team's delivery: Ensure that all client onboardings and Periodic assessments for Global Markets covering all Primary and Secondary relationships are managed effectively and within the targeted turnaround times. Make sure applicable "Know your Customer" requirements have been met and ensure that the business remained fully compliant with the AML policy and all applicable regulatory requirements. End to End KYC: Role involves managing end to end process for both New Business and periodic assessments including Client Outreach, partnering with second line AML functions, SLA Management, MI, Restrictions/exits etc. Liaison for end to end onboarding: Work closely with end to end onboarding teams and support teams within Tax, Credit, Legal, FCoE and Data to ensure overall TAT is adhered to and enhance client onboarding experience within Securities across MUSE, MUSEU and MUS Asia. Time criticality and Data sensitivity: Able to manage highly time-sensitive new business deals (Incl. Capital Markets, Sales & Trading) and deal effectively with MNPI data for potential new transactions. Audit & Issues Management: Role will be responsible to maintain a strong KYC control environment for the firm with responsibility to resolve all issues within timelines managing the process effectively. As the head of GM KYC, the role is also responsible to ensure audit RFIs are responded to within the agreed timelines and the FLoD KYC function secures a satisfactory audit rating. Capacity planning, Pipeline management and forecasting of volumes: Ensure capacity planning is undertaken and forecasting of volumes is conducted periodically to proactively manage capacity for volume spikes, triggers and expected business growth. Senior Subject Matter Expert (SME): Act as a senior SME within the KYC team in relation to all KYC aspects from processing to specific policy-related queries management. Escalation point for Business: Ensure all escalations from internal and external stakeholders are addressed promptly with response within the agreed TAT, ensuring compliance with AML policy and regulations. Representing KYC Team & Stakeholder engagement: Represent the FLoD KYC Team on KYC matters to key stakeholders including management, compliance, regulators, and auditors where needed. Expectation for this role will be to establish strong stakeholder engagement across all Securities Primary and Secondary Desks and to present clear and concise information confidently at all levels. Ownership of MI preparation for Onboarding: Responsible, alongside the Head of KYC and Lead Data/MI to create, develop, and publish a suite of Management information reports - both regular MI reporting and ad-hoc analysis as and when required. It is essential that the reports published are clear and are produced to a qualitative standard. Training, Development & people management: Carry out people and performance management for Global Markets KYC Teams. Coach and mentor them onshore and offshore. Provide support to the Head of KYC and share responsibility for Training & Development including career pathing across KYC. May also be required to provide training to their respective business lines. Owning Team Procedures and Processes: Responsible for ensuring that team procedures and processes are up to date, accurate and reflect all policy and regulatory change and kept UpToDate with standards. Liaison with Compliance: Act as a Compliance Liaison function for related matter, meeting with Financial Crime on a regular basis, ensuring queries are resolved, ad-hoc analysis and reporting is completed. Active involvement in driving procedural and policy improvements: Actively seek out opportunities to improve the KYC process; including the strengthening & implementation of controls and improving efficiency. Budget & Cost: Manage costs for the Global Markets KYC team in collaboration with BM, Head FLoD KYC and in line with the offshoring strategy to be within the budget. Plan for effective cost control environment while creating process and productivity efficiencies. When there is a business requirement the role will also have to be flexible to provide support to the periodic reviews and remediation function for Bank and Securities. PROFESSIONAL EXPERIENCE & PERSONAL REQUIREMENTS Skills and experience: Functional / Technical Competencies: Essential Awareness of UK & European Anti-Money Laundering regulations. KYC SME with hands-on experience in end to end KYC. Knowledge of various corporate structures Financial Institutions, Banks and NBFIs, Fund Managers, Hedge Funds and Insurance entities. Strong understanding and experience in managing teams involved in or supporting Trade Lifecycle activities and profound understanding of various asset classes. Awareness of Markets Regulations (FATCA/CRS, MIFID II, emir, SBSD, Volcker). Able to communicate effectively to key stakeholders at all levels and drive positive outcomes. Experienced people manager running teams onsite and virtually. Face to face connects with Front Office, Clients, Compliance and other stakeholders as needed. Self-motivated to find solutions. Attention to detail is essential. Ability to effectively utilise Microsoft Office (particularly excel and power point). Experience of preparing MI and presentations. Education / Qualifications: Essential Degree Level or relevant industry experience. Preferred: Relevant qualifications in Anti Money Laundering, fraud and bribery or Financial Crime roles would be highly desirable. Languages skills are not mandatory but would be beneficial as this role covers EMEA. Personal requirements: Excellent communication skills. Results driven, with a strong sense of accountability. A proactive, motivated approach. The ability to operate with urgency and prioritize work accordingly. Strong decision making skills, the ability to demonstrate sound judgement. . click apply for full job details
Africa Carbon Projects and Accreditation Manager Background FinanCarbon Impact (FCI) is the fund manager for the Vita Green Impact Programme (VGIP), a ground-breaking impact investment fund which will deliver clean cookstoves, safe water and forestation to up to four million people in Ethiopia and Eritrea. €9m initial capital already deployed in 2023. FCI has responsibility to supervise and support project development for approved projects funded by VGIP under a project management agreement with international development non-profit agency Vita. FCI is also responsible to establish a registry and manage carbon accreditation for approved projects with Gold Standard through a carbon accreditation agreement with service provider CO2Balance. FCI then manages the marketing and sales of carbon credits issued by Gold Standard, working with CO2Balance and other market actors. Job Role FCI now seeks to engage a mid/senior level carbon project and accreditation specialist to manage these project development and carbon accreditation agreements. This is an exciting role bridging highly impactful programmes in Africa with global carbon accreditation standards and markets. Reporting to the Chairman and Board of FCI and working closely with the FCI team, the job role will cover the following: a) Supervision and support for Vita as Project Manager to ensure fulfilment of the Project Management Agreement between FCI, VGIP and Vita b) Supervision and support for Vita to ensure project-level compliance with Gold Standard requirements and methodologies for carbon accreditation and issuance c) Supervision and support of Vita in development of further approved projects under the VGIF, including scaling of cookstoves and safe water, forestry or other carbon projects d) Management of the Carbon Accreditation Agreement with CO2Balance to for effective registration, accreditation and issuance of carbon credits e) Manage and report on development, status, registry and pipeline of VGIF carbon assets to support FCI fund management, audit and investor reporting f) Coordination between Vita and CO2Balance to maximise efficiency and minimise costs while ensuring full compliance of VGIF projects with Gold Standard methodologies g) Coordination with Vita, CO2Balance and others to ensure timely submission of quarterly, annual and periodic reports and information to FCI Board in relation to projects and carbon h) Coordination with CO2Balance and other carbon partners as well as with Vita in the development of Article Six, CORSIA or other standards so as to maximise value of VGIF carbon assets i) Coordination with CO2Balance and other carbon partners to explore and avail of markets and sales opportunities for VGIF carbon assets. j) Representation of FCI and VGIF in meetings and different fora Profile - Knowledge and experience of Gold Standard accreditation methodologies, procedures and registry - Experience of working with project developers and understanding of project-level accreditation activities for cookstoves and clean water - Knowledge if wider carbon standards and understanding of unfolding developments in international carbon standards, including Article Six, CORSIA and post CDM accreditation requirements - Experience of representing project developers and carbon actors at international events and fora - Values driven with passion for social and climate justice and understanding of development contexts and cultures in Africa Terms of Engagement - Three-year contract, renewable by mutual consent - 100 days per year While remote working is possible the successful candidate would need: - to be in Dublin one day every 4-6 weeks, - to be in Bristol to meet with CO2Balance every quarter - be available to visit Ethiopia/Eritrea twice each year Remuneration - Competitive and negotiable, approximately €500 per day plus travel expenses Further Information FCI does not have a website but Vita the implementing agent in Africa has a website that describes the Fund Closing Date CVs and application to by 2nd February
Feb 01, 2024
Contractor
Africa Carbon Projects and Accreditation Manager Background FinanCarbon Impact (FCI) is the fund manager for the Vita Green Impact Programme (VGIP), a ground-breaking impact investment fund which will deliver clean cookstoves, safe water and forestation to up to four million people in Ethiopia and Eritrea. €9m initial capital already deployed in 2023. FCI has responsibility to supervise and support project development for approved projects funded by VGIP under a project management agreement with international development non-profit agency Vita. FCI is also responsible to establish a registry and manage carbon accreditation for approved projects with Gold Standard through a carbon accreditation agreement with service provider CO2Balance. FCI then manages the marketing and sales of carbon credits issued by Gold Standard, working with CO2Balance and other market actors. Job Role FCI now seeks to engage a mid/senior level carbon project and accreditation specialist to manage these project development and carbon accreditation agreements. This is an exciting role bridging highly impactful programmes in Africa with global carbon accreditation standards and markets. Reporting to the Chairman and Board of FCI and working closely with the FCI team, the job role will cover the following: a) Supervision and support for Vita as Project Manager to ensure fulfilment of the Project Management Agreement between FCI, VGIP and Vita b) Supervision and support for Vita to ensure project-level compliance with Gold Standard requirements and methodologies for carbon accreditation and issuance c) Supervision and support of Vita in development of further approved projects under the VGIF, including scaling of cookstoves and safe water, forestry or other carbon projects d) Management of the Carbon Accreditation Agreement with CO2Balance to for effective registration, accreditation and issuance of carbon credits e) Manage and report on development, status, registry and pipeline of VGIF carbon assets to support FCI fund management, audit and investor reporting f) Coordination between Vita and CO2Balance to maximise efficiency and minimise costs while ensuring full compliance of VGIF projects with Gold Standard methodologies g) Coordination with Vita, CO2Balance and others to ensure timely submission of quarterly, annual and periodic reports and information to FCI Board in relation to projects and carbon h) Coordination with CO2Balance and other carbon partners as well as with Vita in the development of Article Six, CORSIA or other standards so as to maximise value of VGIF carbon assets i) Coordination with CO2Balance and other carbon partners to explore and avail of markets and sales opportunities for VGIF carbon assets. j) Representation of FCI and VGIF in meetings and different fora Profile - Knowledge and experience of Gold Standard accreditation methodologies, procedures and registry - Experience of working with project developers and understanding of project-level accreditation activities for cookstoves and clean water - Knowledge if wider carbon standards and understanding of unfolding developments in international carbon standards, including Article Six, CORSIA and post CDM accreditation requirements - Experience of representing project developers and carbon actors at international events and fora - Values driven with passion for social and climate justice and understanding of development contexts and cultures in Africa Terms of Engagement - Three-year contract, renewable by mutual consent - 100 days per year While remote working is possible the successful candidate would need: - to be in Dublin one day every 4-6 weeks, - to be in Bristol to meet with CO2Balance every quarter - be available to visit Ethiopia/Eritrea twice each year Remuneration - Competitive and negotiable, approximately €500 per day plus travel expenses Further Information FCI does not have a website but Vita the implementing agent in Africa has a website that describes the Fund Closing Date CVs and application to by 2nd February
In Consulting, you will join a growing team of 300 relationship-driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. Our Consulting teams support clients in solving business critical, complex problems through a broad range of services including risk assurance, technology advisory, business transformation, regulatory consulting and actuarial support. Our expertise ranges from financial services and insurance to retail, government, housing and education. In a rapidly changing business world, we help clients overcome the challenges that they face today and prepare for whatever the future may hold. Our specialist Risk Consulting team provide services to across our strategic markets: Financial Services: Our team are one of the largest dedicated providers of Risk Consulting services to the financial sector, we work with many banks, insurance and asset management companies including FTSE, SEC, privately owned, as well as over 60% of the Lloyd's market. Public Services : Our team provide distinctive audit and advisory services across six sectors - local government, central government, health and social care, housing and charities. Industry & Services: Predominately private sector clients, ranging in size from large and listed multinational organisations, to small owner-managed businesses across multiple sectors throughout the UK and overseas. Job Purpose We are looking for a Market Risk Quant Director to join our growing and successful Quant team in Mazars UK. The role will be based in London, with minimal but potentially mandatory travel involved. Role & Responsibilities As a Director, you will be in charge to go to market with the other market risks experts to develop our relationship with Investment Banks and Asset Managers You will also be in charge of developing new businesses with your network, leveraging on our capabilities and strong quant team You will work on various risk projects and be in charge of the delivery of our assignments, representing Mazars to our clients. You will be in charge of gathering market best practice to tailor our offers to each of our clients integrating this best practice You will also be in charge of developing the team, bringing to them your technical experience and managing their progress. Skills, Knowledge and Experience The candidate needs to have previous experience working in an investment bank at similar level (SVP or Director) with leadership and management experience The candidate needs to be able to evidence his previous achievements and his credibility in the market They need to have excellent technical skills and be knowledgeable in the quantitative Market Risk Space: Pricing or Risk and capital model development or model validation, quantitative Product Control or Digital Assets The candidate will contribute to the development of our market risk practice and needs to demonstrate the ability to develop their relationship with clients as well as being able to develop a team. Previous experience working in a team and developing people will be appreciated Inclusion and Diversity At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.
Dec 13, 2022
Full time
In Consulting, you will join a growing team of 300 relationship-driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. Our Consulting teams support clients in solving business critical, complex problems through a broad range of services including risk assurance, technology advisory, business transformation, regulatory consulting and actuarial support. Our expertise ranges from financial services and insurance to retail, government, housing and education. In a rapidly changing business world, we help clients overcome the challenges that they face today and prepare for whatever the future may hold. Our specialist Risk Consulting team provide services to across our strategic markets: Financial Services: Our team are one of the largest dedicated providers of Risk Consulting services to the financial sector, we work with many banks, insurance and asset management companies including FTSE, SEC, privately owned, as well as over 60% of the Lloyd's market. Public Services : Our team provide distinctive audit and advisory services across six sectors - local government, central government, health and social care, housing and charities. Industry & Services: Predominately private sector clients, ranging in size from large and listed multinational organisations, to small owner-managed businesses across multiple sectors throughout the UK and overseas. Job Purpose We are looking for a Market Risk Quant Director to join our growing and successful Quant team in Mazars UK. The role will be based in London, with minimal but potentially mandatory travel involved. Role & Responsibilities As a Director, you will be in charge to go to market with the other market risks experts to develop our relationship with Investment Banks and Asset Managers You will also be in charge of developing new businesses with your network, leveraging on our capabilities and strong quant team You will work on various risk projects and be in charge of the delivery of our assignments, representing Mazars to our clients. You will be in charge of gathering market best practice to tailor our offers to each of our clients integrating this best practice You will also be in charge of developing the team, bringing to them your technical experience and managing their progress. Skills, Knowledge and Experience The candidate needs to have previous experience working in an investment bank at similar level (SVP or Director) with leadership and management experience The candidate needs to be able to evidence his previous achievements and his credibility in the market They need to have excellent technical skills and be knowledgeable in the quantitative Market Risk Space: Pricing or Risk and capital model development or model validation, quantitative Product Control or Digital Assets The candidate will contribute to the development of our market risk practice and needs to demonstrate the ability to develop their relationship with clients as well as being able to develop a team. Previous experience working in a team and developing people will be appreciated Inclusion and Diversity At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.
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.
Are you ready to explore a world of possibilities? Join our DTCC family, and you'll grow your expertise and become the best version of you. As you embark on a new journey, you'll be supported and surrounded by other professionals as you learn new skills, advance your career, and see the impact of your efforts every day. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension Paid Time Off and other leave of absence Flexible/Hybrid Work Arrangements Why you'll love this job: Being a member of the Global Information Technology group that delivers secure, reliable technology solutions that enable DTCC to be the premier post-trade market infrastructure for the global capital markets. The team delivers high-quality information through activities that include development of essential infrastructure capabilities to meet client needs and using best practices to implement data standards and governance. The Principal IT Embedded Risk Specialist will participate in tasks and projects from inception to completion, build relationships with IT and Business stakeholders, and project managers while recommending process solutions and approaches that solve the problems. The Principal IT Embedded Risk Specialist will manage and help coordinate activities across the department to drive process improvement. This position provides support to teams and management through all phases of projects to help achieve project goals. The Principal IT Embedded Risk Specialist must possess excellent communications skills, both written and verbal, with the ability to explain our technical concepts and solutions in layman's terms to stakeholders. This position requires working closely with functional and technical teams, reviewing and interpreting functional designs and technical specifications, and partnering with the Business and IT to achieve objectives. Your Primary Responsibilities: Partners with cross functions like Product Management and Business Management to achieve business priorities Coordinate domain response to various control functions and Product Management to support the domain Manage multiple domain initiatives/projects provide governance and process support for the domain while helping to ensure adherence to internal development processes Teamwork partners with other Embedded Risk Manager to identify best practices and monitors adheres to standard processes Documentation coordinates process reviews for internal and external audits, Compliance, Risk Management & Technology assessments using the Process Risks and Controls (PRC) Framework Partners with control functions to support audits & assessments, coordinates Management Self-Identified issues and manages the Issue Management process for the domain Performs Management Testing to assess control effectiveness and documents results **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Talents Needed For Success: Minimum of 7 years of experience in IT including a minimum of 4 years experience working in a control function like Compliance, Internal Audit, or Technology Risk Management 3 years of experience demonstrating strong communication to Senior Level Management Bachelor's degree required. Master's degree preferred Professional certification preferred (e.g. CISA, CIA) We offer top class training and development for you to be an asset in our organization! Who We Are: DTCC is the heart of the post-trade market infrastructure for the global financial services industry. From 21 locations all over the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. In 2020, DTCC's subsidiaries processed securities transactions valued at more than U.S. $2.3 quadrillion. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Dec 07, 2021
Full time
Are you ready to explore a world of possibilities? Join our DTCC family, and you'll grow your expertise and become the best version of you. As you embark on a new journey, you'll be supported and surrounded by other professionals as you learn new skills, advance your career, and see the impact of your efforts every day. Pay and Benefits: Competitive compensation, including base pay and annual incentive Comprehensive health and life insurance and well-being benefits, based on location Pension Paid Time Off and other leave of absence Flexible/Hybrid Work Arrangements Why you'll love this job: Being a member of the Global Information Technology group that delivers secure, reliable technology solutions that enable DTCC to be the premier post-trade market infrastructure for the global capital markets. The team delivers high-quality information through activities that include development of essential infrastructure capabilities to meet client needs and using best practices to implement data standards and governance. The Principal IT Embedded Risk Specialist will participate in tasks and projects from inception to completion, build relationships with IT and Business stakeholders, and project managers while recommending process solutions and approaches that solve the problems. The Principal IT Embedded Risk Specialist will manage and help coordinate activities across the department to drive process improvement. This position provides support to teams and management through all phases of projects to help achieve project goals. The Principal IT Embedded Risk Specialist must possess excellent communications skills, both written and verbal, with the ability to explain our technical concepts and solutions in layman's terms to stakeholders. This position requires working closely with functional and technical teams, reviewing and interpreting functional designs and technical specifications, and partnering with the Business and IT to achieve objectives. Your Primary Responsibilities: Partners with cross functions like Product Management and Business Management to achieve business priorities Coordinate domain response to various control functions and Product Management to support the domain Manage multiple domain initiatives/projects provide governance and process support for the domain while helping to ensure adherence to internal development processes Teamwork partners with other Embedded Risk Manager to identify best practices and monitors adheres to standard processes Documentation coordinates process reviews for internal and external audits, Compliance, Risk Management & Technology assessments using the Process Risks and Controls (PRC) Framework Partners with control functions to support audits & assessments, coordinates Management Self-Identified issues and manages the Issue Management process for the domain Performs Management Testing to assess control effectiveness and documents results **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Talents Needed For Success: Minimum of 7 years of experience in IT including a minimum of 4 years experience working in a control function like Compliance, Internal Audit, or Technology Risk Management 3 years of experience demonstrating strong communication to Senior Level Management Bachelor's degree required. Master's degree preferred Professional certification preferred (e.g. CISA, CIA) We offer top class training and development for you to be an asset in our organization! Who We Are: DTCC is the heart of the post-trade market infrastructure for the global financial services industry. From 21 locations all over the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. In 2020, DTCC's subsidiaries processed securities transactions valued at more than U.S. $2.3 quadrillion. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
We are currently looking for a Manager to join our Financial Services Regulatory Insights (FSRI) team. This new role is to support our insurance conduct team, in addition to other financial services asset and wealth management and insurance clients as appropriate, in navigating regulatory change, with a focus on conduct regulation. While we don't expect a candidate to have deep technical knowledge across all forms of insurance firms, we are looking for someone who can demonstrate a depth of understanding across at least two of the following areas of regulation: general insurance; Lloyds; unit-linked investments/pensions, wealth management/investment distribution. Candidates will also need to also be flexible to tackle new areas of retail conduct regulation as they arise The role will provide you with the chance to develop, gain new skills and experiences and to work with a range of clients predominantly across the banking, credit and insurance and investment firms sector. It offers a unique mix of client work, market profile activities, regulatory engagement and proposition incubation and would be suitable for individuals from a range of backgrounds and experiences. About us Joining FSRI FSRI acts as the 'engine room' of PwC's FS risk and regulatory practice, supporting client teams in areas of risk and regulatory expertise, often acting as deep subject matter specialists. We track new developments that will affect our clients, and engage with a wide range of stakeholders including regulators in the UK, EU and supranationally. We focus on emerging trends in risk and regulation, seeking to develop early points of view and thought leadership. We take a forward-looking view to new risk and regulatory issues, develop a deep understanding of the potential implications and use these insights to engage with clients and our client teams. Through these activities we develop the relationships, knowledge and skills to help clients with the important challenges they face. We work with a broad range of teams to support our clients, bringing a deep understanding of clients' business and operational models, as well as the wider issues affecting their businesses and the industry. Our team includes experts who cover asset and wealth management, banking and capital markets and insurance. The team includes risk, regulatory, legal and compliance professionals from a wide range of backgrounds including people from industry, auditors, lawyers, economists, industry bodies and policy makers and regulators. Who we are looking for With the current pace of innovation, the impact of COVID and Brexit, climate change and the wider ESG agenda, we are entering a period of significant regulatory change. We are looking for ambitious, enthusiastic and agile individuals, who are looking to enhance their regulatory knowledge to be at the forefront of this change. Ensuring the team is diverse in all ways is incredibly important and we welcome applicants from a range of backgrounds and experiences. The FSRI team has a key role to play in ensuring that PwC is known in the market as the best in class risk and regulatory practice, in interacting with players in the UK, EU and global financial services industry and in supporting the services we offer to our clients. Requirements Responsibilities Supporting clients and client delivery teams in understanding the impact of consumer and conduct regulatory developments and supervisory expectations for our clients, including occasionally including. Occasionally acting as subject matter expert on engagements Undertaking horizon scanning activities and identifying potential new opportunities for the firm Contributing to the work of FSRI focusing on new regulatory developments, wider themes and regulators' policymaking, supervisory and enforcement activities Producing written analysis and information including thought leadership, client publications and blogs. Conducting research, training, speaking at client events, responding to consultation papers from relevant regulatory bodies etc. Providing input to the debate on development and application of policy, participating in developing Thought Leadership Engaging with regulators and policy makers on areas of expertise, and supporting the activity of FSRI's wider regulatory relations team. Skills required The ideal candidate would be self-starting, motivated and collaborative. The ability to communicate clearly and build relationships with clients, internal stakeholders and policy makers is required. The ability to understand and communicate clearly the impact of conduct regulation and the FCA's approach to conduct supervision is a key skill. The candidate should be able to identify how risk and regulatory challenges will impact clients, as well as show an awareness of the wider issues affecting financial services firms in this sector. The following skills are required for this role: Essential skills: Excellent interpersonal, delivery and communication skills including using social media and other technology Ability to prioritise tasks and meet deadlines Ability to make new contacts, build strong relationships with clients and regulators, listen to and understand client needs An understanding of conduct regulation and the FCA's supervisory approach and the ability to develop this into an area of significant expertise. Knowledge of the asset and wealth management, and/or insurance sectors, including the business and operational models of clients in this sector Knowledge of UK's regulatory and supervisory structure, the regulatory development process for financial services and some awareness of the current EU regulatory agenda Desire and ability to interpret the implications of regulatory changes and identify new opportunities to assist clients, taking into account wider issues such as changes in business models, demographics and technology. Risk We're a leading provider of trust in the digital world - in the eyes of our people, our clients and our stakeholders. Today's business environment is different. More complex. More connected. Companies not only face new and unknown risks, but also new and untapped opportunities. Our team is at the forefront of this change, join us to be a part of transforming how risk is perceived and capitalised on. 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 03, 2021
Full time
We are currently looking for a Manager to join our Financial Services Regulatory Insights (FSRI) team. This new role is to support our insurance conduct team, in addition to other financial services asset and wealth management and insurance clients as appropriate, in navigating regulatory change, with a focus on conduct regulation. While we don't expect a candidate to have deep technical knowledge across all forms of insurance firms, we are looking for someone who can demonstrate a depth of understanding across at least two of the following areas of regulation: general insurance; Lloyds; unit-linked investments/pensions, wealth management/investment distribution. Candidates will also need to also be flexible to tackle new areas of retail conduct regulation as they arise The role will provide you with the chance to develop, gain new skills and experiences and to work with a range of clients predominantly across the banking, credit and insurance and investment firms sector. It offers a unique mix of client work, market profile activities, regulatory engagement and proposition incubation and would be suitable for individuals from a range of backgrounds and experiences. About us Joining FSRI FSRI acts as the 'engine room' of PwC's FS risk and regulatory practice, supporting client teams in areas of risk and regulatory expertise, often acting as deep subject matter specialists. We track new developments that will affect our clients, and engage with a wide range of stakeholders including regulators in the UK, EU and supranationally. We focus on emerging trends in risk and regulation, seeking to develop early points of view and thought leadership. We take a forward-looking view to new risk and regulatory issues, develop a deep understanding of the potential implications and use these insights to engage with clients and our client teams. Through these activities we develop the relationships, knowledge and skills to help clients with the important challenges they face. We work with a broad range of teams to support our clients, bringing a deep understanding of clients' business and operational models, as well as the wider issues affecting their businesses and the industry. Our team includes experts who cover asset and wealth management, banking and capital markets and insurance. The team includes risk, regulatory, legal and compliance professionals from a wide range of backgrounds including people from industry, auditors, lawyers, economists, industry bodies and policy makers and regulators. Who we are looking for With the current pace of innovation, the impact of COVID and Brexit, climate change and the wider ESG agenda, we are entering a period of significant regulatory change. We are looking for ambitious, enthusiastic and agile individuals, who are looking to enhance their regulatory knowledge to be at the forefront of this change. Ensuring the team is diverse in all ways is incredibly important and we welcome applicants from a range of backgrounds and experiences. The FSRI team has a key role to play in ensuring that PwC is known in the market as the best in class risk and regulatory practice, in interacting with players in the UK, EU and global financial services industry and in supporting the services we offer to our clients. Requirements Responsibilities Supporting clients and client delivery teams in understanding the impact of consumer and conduct regulatory developments and supervisory expectations for our clients, including occasionally including. Occasionally acting as subject matter expert on engagements Undertaking horizon scanning activities and identifying potential new opportunities for the firm Contributing to the work of FSRI focusing on new regulatory developments, wider themes and regulators' policymaking, supervisory and enforcement activities Producing written analysis and information including thought leadership, client publications and blogs. Conducting research, training, speaking at client events, responding to consultation papers from relevant regulatory bodies etc. Providing input to the debate on development and application of policy, participating in developing Thought Leadership Engaging with regulators and policy makers on areas of expertise, and supporting the activity of FSRI's wider regulatory relations team. Skills required The ideal candidate would be self-starting, motivated and collaborative. The ability to communicate clearly and build relationships with clients, internal stakeholders and policy makers is required. The ability to understand and communicate clearly the impact of conduct regulation and the FCA's approach to conduct supervision is a key skill. The candidate should be able to identify how risk and regulatory challenges will impact clients, as well as show an awareness of the wider issues affecting financial services firms in this sector. The following skills are required for this role: Essential skills: Excellent interpersonal, delivery and communication skills including using social media and other technology Ability to prioritise tasks and meet deadlines Ability to make new contacts, build strong relationships with clients and regulators, listen to and understand client needs An understanding of conduct regulation and the FCA's supervisory approach and the ability to develop this into an area of significant expertise. Knowledge of the asset and wealth management, and/or insurance sectors, including the business and operational models of clients in this sector Knowledge of UK's regulatory and supervisory structure, the regulatory development process for financial services and some awareness of the current EU regulatory agenda Desire and ability to interpret the implications of regulatory changes and identify new opportunities to assist clients, taking into account wider issues such as changes in business models, demographics and technology. Risk We're a leading provider of trust in the digital world - in the eyes of our people, our clients and our stakeholders. Today's business environment is different. More complex. More connected. Companies not only face new and unknown risks, but also new and untapped opportunities. Our team is at the forefront of this change, join us to be a part of transforming how risk is perceived and capitalised on. 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.
Working within the Finance department that acts as a business partner to Front Office and Investor Relations, you will be expected to foster strong relationships with various counterparties and service providers in order to deliver for our investors. The firm supports the Finance team's collaborative, entrepreneurial spirit and fast-paced atmosphere which has proven to be an ideal environment for team members to learn, develop and flourish. Key Tasks and Responsibilities The Financial Analyst will encounter a broad remit and this opportunity exposes you to a diverse range of areas in Finance to ensure you have the opportunity to maximise your strengths. You will sit within the Treasury and Fund Reporting team, however the role will involve working collaboratively with our Investment Monitoring team to achieve common goals, as well as a number of other areas both inside and outside of the organisation, per the below: Treasury and Fund Reporting New and existing Investments Working with the Investment and Execution (Legal) teams to remain fully informed on new deal progress, ensuring sufficient liquidity to meet investment costs and expenses, whilst maximising returns to investors. Collaborating with FX trading counterparties and leverage providers in order to execute FX trades, manage loan facility utilisations and negotiate transaction terms. In order to do this effectively it is important to fully understand the FX/hedging and leverage strategy. Delivering regular reporting packs to senior management and making recommendations to drive the strategies mentioned above. This includes liquidity forecasting, investment performance, pipeline deal tracking, FX exposure coverage, and covenant stress testing. Developing strategy to maximise investor returns, including modelling the future liquidity position of the funds to optimise the amount and timing of investor cashflows Cyclical work Working with our Fund Administrator to review quarterly accounts which reflect recent investment activity, and implement any disclosure or presentational changes as appropriate. Partnering with our Investor Relations team to deliver fund performance analysis for investors and aiding fundraising through the delivery of due diligence materials. Determining the optimum setup and operation of structures for new Investor vehicles. Working with multiple parties (auditors / investment teams / across the rest of the finance department) to deliver accurate and insightful information in, as well as co-ordinating delivery of, the annual audited accounts. Partnering with Middle Office/IT teams to innovate market-leading treasury platform functionality. Qualifications & Experience At Coller Capital, the key to our success is the efforts and skills of our people. As Financial Analyst, you will work closely within Finance's 30+ strong, collaborative, and mutually supportive team, sitting within the Treasury and Fund Reporting sub-team. We value strong communicators who have impact and influencing skills, and the ability to take responsibility for significant areas of work, whilst managing multiple competing priorities. The successful candidate would be encouraged to form opinions and make recommendations on workflows. This is a high-profile role and provides a top-performing candidate with the opportunity to gain general private equity industry knowledge, experience across the full spectrum of Finance, and other functions within our firm, whilst adding value to the business as a whole. You will see your efforts deliver tangible results and you will have the opportunity to develop your career in a meritocratic environment. We recognise, support, and value effort. Our corporate structure shuns hierarchy and bureaucracy - preferring agility, teamwork and innovative thinking. We are committed to supporting the learning and development of team members, through both structured training programmes and informal channels. Essential Newly Qualified Accountant (ACA, ACCA or CIMA) - up to 2yrs PQE Strong organisational and motivational skills, with excellent attention to detail Strong Excel skills Desirable Experience in one of the Top 10 firms or within a PE firm/Asset Manager Familiarity with senior stakeholder interaction Sound knowledge of FX and capital markets Experience in Business Intelligence / Data Analytics / Process Change Knowledge of coding language (e.g. Python, C++ or VBA, etc) First time passes in professional qualification A level Maths, grade A or above 2:1 degree or higher Experience working alongside Administrators/third party providers Competencies & Key Behaviours Excellent interpersonal skills; able to create, develop and maintain strong business relationships with internal and external stakeholders Ability to work collaboratively in a growing, fast-paced environment and manage multiple competing priorities within deadlines Ability to take responsibility for significant areas of work and deliver with minimal supervision showing an accountable and proactive approach Demonstrate an ability to assimilate and adapt quickly to new knowledge and concepts Ability to identify efficiencies and work collaboratively to drive change Demonstrates a positive attitude; places value on and contributes to a collaborative and supportive team culture
Dec 01, 2021
Full time
Working within the Finance department that acts as a business partner to Front Office and Investor Relations, you will be expected to foster strong relationships with various counterparties and service providers in order to deliver for our investors. The firm supports the Finance team's collaborative, entrepreneurial spirit and fast-paced atmosphere which has proven to be an ideal environment for team members to learn, develop and flourish. Key Tasks and Responsibilities The Financial Analyst will encounter a broad remit and this opportunity exposes you to a diverse range of areas in Finance to ensure you have the opportunity to maximise your strengths. You will sit within the Treasury and Fund Reporting team, however the role will involve working collaboratively with our Investment Monitoring team to achieve common goals, as well as a number of other areas both inside and outside of the organisation, per the below: Treasury and Fund Reporting New and existing Investments Working with the Investment and Execution (Legal) teams to remain fully informed on new deal progress, ensuring sufficient liquidity to meet investment costs and expenses, whilst maximising returns to investors. Collaborating with FX trading counterparties and leverage providers in order to execute FX trades, manage loan facility utilisations and negotiate transaction terms. In order to do this effectively it is important to fully understand the FX/hedging and leverage strategy. Delivering regular reporting packs to senior management and making recommendations to drive the strategies mentioned above. This includes liquidity forecasting, investment performance, pipeline deal tracking, FX exposure coverage, and covenant stress testing. Developing strategy to maximise investor returns, including modelling the future liquidity position of the funds to optimise the amount and timing of investor cashflows Cyclical work Working with our Fund Administrator to review quarterly accounts which reflect recent investment activity, and implement any disclosure or presentational changes as appropriate. Partnering with our Investor Relations team to deliver fund performance analysis for investors and aiding fundraising through the delivery of due diligence materials. Determining the optimum setup and operation of structures for new Investor vehicles. Working with multiple parties (auditors / investment teams / across the rest of the finance department) to deliver accurate and insightful information in, as well as co-ordinating delivery of, the annual audited accounts. Partnering with Middle Office/IT teams to innovate market-leading treasury platform functionality. Qualifications & Experience At Coller Capital, the key to our success is the efforts and skills of our people. As Financial Analyst, you will work closely within Finance's 30+ strong, collaborative, and mutually supportive team, sitting within the Treasury and Fund Reporting sub-team. We value strong communicators who have impact and influencing skills, and the ability to take responsibility for significant areas of work, whilst managing multiple competing priorities. The successful candidate would be encouraged to form opinions and make recommendations on workflows. This is a high-profile role and provides a top-performing candidate with the opportunity to gain general private equity industry knowledge, experience across the full spectrum of Finance, and other functions within our firm, whilst adding value to the business as a whole. You will see your efforts deliver tangible results and you will have the opportunity to develop your career in a meritocratic environment. We recognise, support, and value effort. Our corporate structure shuns hierarchy and bureaucracy - preferring agility, teamwork and innovative thinking. We are committed to supporting the learning and development of team members, through both structured training programmes and informal channels. Essential Newly Qualified Accountant (ACA, ACCA or CIMA) - up to 2yrs PQE Strong organisational and motivational skills, with excellent attention to detail Strong Excel skills Desirable Experience in one of the Top 10 firms or within a PE firm/Asset Manager Familiarity with senior stakeholder interaction Sound knowledge of FX and capital markets Experience in Business Intelligence / Data Analytics / Process Change Knowledge of coding language (e.g. Python, C++ or VBA, etc) First time passes in professional qualification A level Maths, grade A or above 2:1 degree or higher Experience working alongside Administrators/third party providers Competencies & Key Behaviours Excellent interpersonal skills; able to create, develop and maintain strong business relationships with internal and external stakeholders Ability to work collaboratively in a growing, fast-paced environment and manage multiple competing priorities within deadlines Ability to take responsibility for significant areas of work and deliver with minimal supervision showing an accountable and proactive approach Demonstrate an ability to assimilate and adapt quickly to new knowledge and concepts Ability to identify efficiencies and work collaboratively to drive change Demonstrates a positive attitude; places value on and contributes to a collaborative and supportive team culture
Description Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with around 3,000 offices in more than 50 markets. The Group has over 180,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business create opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture that is fair, transparent, and honest, underpin everything that we do. We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. Please visit our website for more information - mufgemea.com. MAIN PURPOSE OF THE ROLE The Commodity Finance ("CF") Team primarily provides working capital solutions to commodity traders and commodity corporates based in EMEA (Producers, processors, marketers, distributors, etc) to meet their financing needs in all phases of commodity trading activities; · Risk/Credit: Play an independent and centralized role for the management and monitoring of the risk taken in the CF portfolio; · Risk/Credit: As a sector expert from a risk and structuring perspective ensure a consistently high-quality standard across the credit analysis, risk assessment, and monitoring process for the CF portfolio and further ensure the CF Business is complaint with internal risk framework; · Portfolio Management (PM): Co-ordinate various related PM functions including a) MIS & Reporting b) Streamlining team's interaction with support functions c) Running/Co-ordination of various projects, which are credit (e.g. ratings) or non-credit related (e.g. IBOR, Cross Border) · Management: Support Head of CF and contribute with regards to general management, the strategy of CF Team, and related miscellaneous tasks and represent the team in various internal and external platforms. KEY RESPONSIBILITIES · Ensure a consistent, high quality and balanced approach across the entire credit process for the completion of the credit application and monitoring process within challenging time frames; · Write up/submit credit papers by leading by example when needed and in some more sensitive cases; · Manage and monitor the overall risk of the CF portfolio and ensure it is in line with MUFG credit appetite and in compliance with internal policies and procedures as well as regulatory requirements; · Manage the CF portfolio from an independent and centralized point of view to provide consistent advice and guidance to relationship managers and analysts on the consideration and implementation of consistent credit approach, procedures, risks, and mitigants, and other elements for appropriate and balanced decision making; · Support Head of CF with the management of CF portfolio and team and actively contribute towards team's strategies. · Take leadership in the credit/risk initiatives to enhance the credit process, management of CF portfolio as well as collaboration with internal and external stakeholders and represent the team accordingly; · Liaise with other credit/risk teams to ensure credit consistency across EMEA and globally; · Act as sector expert from credit perspective for all commodities handled by CF team; · Keep CF Credit Manual updated · Contribute to the development, adaptation, and application of policy, procedures, and analysis to ensure a relevant, compliant and rigorous approach to the management of any risk which can negatively affect the portfolio; · Manage team member's performance, coach, and guide as required to ensure appropriate development in order to achieve high performance from team members; · Attend client meetings, risk reviews, external forums, and events to keep abreast of the relevant market, regulatory, economic, political, and other developments. · Attend credit watch forums, collaborate with internal counterparts to develop compromise solutions, for challenging credit cases; · Collaborate closely with Team Head - Energy and Team Head - Metal and Agri to ensure consistent and efficient management of the credit & execution resources. Invite & involve credit analysts (and sometimes RMs) from these deal teams to various projects/working groups. · Lead the interaction with the internal/external auditor to ensure a smooth and efficient auditing process; · Co-ordinate various related PM functions including : · MIS & Reporting such as profit, exposure, returns & related management presentations etc · Streamlining team's interaction with support functions and related workflows, by closely interacting/co-operating with Business Support & Business Management · Running/Co-ordination of various projects/working groups, which are credit (e.g. Audit, Rating methodologies, DD enhancement) or non-credit related (e.g. IBOR, Cross Border) WORK EXPERIENCE · Approximately 10-15 years commodity trade finance or banking experience; · Extensive background in Credit Risk Analysis and/or Credit Sanctioning · Experience at managing a direct report or a team · Background in commodity finance or natural resources sector. · Background in portfolio management SKILLS AND EXPERIENCE · Specialist knowledge within credit and strong understanding of commodity finance products/procedures; · Computer literacy, including core Microsoft Office suite (Excel, PowerPoint) · Strong quantitative/numerical skills · Proven ability to communicate effectively with internal and external clients · Preferably specialized in energy commodities or metals or Agri commodities Education / Qualifications: · Preference for a Master's degree with Specific training in credit risk management and portfolio management. PERSONAL REQUIREMENTS · Strong analytical and numeracy skills based on relevant systems and models · Interpersonal skills and networking skills · Coaching and development skills · Excellent communication skills · Results-driven, with a strong sense of accountability · A proactive, motivated approach. · The ability to operate with urgency and prioritize work accordingly · Strong decision-making skills, the ability to demonstrate sound judgment · A structured and logical approach to work · Strong problem-solving skills · A creative and innovative approach to work · The ability to manage large workloads and tight deadlines · Excellent attention to detail and accuracy · A calm approach, with the ability to perform well in a pressurized environment · Lead by example We are open to considering flexible working requests in line with organizational requirements. MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity, and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion, or belief and marriage or civil partnership. We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Dec 01, 2021
Full time
Description Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with around 3,000 offices in more than 50 markets. The Group has over 180,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. As one of the top financial groups globally with a vision to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business create opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture that is fair, transparent, and honest, underpin everything that we do. We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. Please visit our website for more information - mufgemea.com. MAIN PURPOSE OF THE ROLE The Commodity Finance ("CF") Team primarily provides working capital solutions to commodity traders and commodity corporates based in EMEA (Producers, processors, marketers, distributors, etc) to meet their financing needs in all phases of commodity trading activities; · Risk/Credit: Play an independent and centralized role for the management and monitoring of the risk taken in the CF portfolio; · Risk/Credit: As a sector expert from a risk and structuring perspective ensure a consistently high-quality standard across the credit analysis, risk assessment, and monitoring process for the CF portfolio and further ensure the CF Business is complaint with internal risk framework; · Portfolio Management (PM): Co-ordinate various related PM functions including a) MIS & Reporting b) Streamlining team's interaction with support functions c) Running/Co-ordination of various projects, which are credit (e.g. ratings) or non-credit related (e.g. IBOR, Cross Border) · Management: Support Head of CF and contribute with regards to general management, the strategy of CF Team, and related miscellaneous tasks and represent the team in various internal and external platforms. KEY RESPONSIBILITIES · Ensure a consistent, high quality and balanced approach across the entire credit process for the completion of the credit application and monitoring process within challenging time frames; · Write up/submit credit papers by leading by example when needed and in some more sensitive cases; · Manage and monitor the overall risk of the CF portfolio and ensure it is in line with MUFG credit appetite and in compliance with internal policies and procedures as well as regulatory requirements; · Manage the CF portfolio from an independent and centralized point of view to provide consistent advice and guidance to relationship managers and analysts on the consideration and implementation of consistent credit approach, procedures, risks, and mitigants, and other elements for appropriate and balanced decision making; · Support Head of CF with the management of CF portfolio and team and actively contribute towards team's strategies. · Take leadership in the credit/risk initiatives to enhance the credit process, management of CF portfolio as well as collaboration with internal and external stakeholders and represent the team accordingly; · Liaise with other credit/risk teams to ensure credit consistency across EMEA and globally; · Act as sector expert from credit perspective for all commodities handled by CF team; · Keep CF Credit Manual updated · Contribute to the development, adaptation, and application of policy, procedures, and analysis to ensure a relevant, compliant and rigorous approach to the management of any risk which can negatively affect the portfolio; · Manage team member's performance, coach, and guide as required to ensure appropriate development in order to achieve high performance from team members; · Attend client meetings, risk reviews, external forums, and events to keep abreast of the relevant market, regulatory, economic, political, and other developments. · Attend credit watch forums, collaborate with internal counterparts to develop compromise solutions, for challenging credit cases; · Collaborate closely with Team Head - Energy and Team Head - Metal and Agri to ensure consistent and efficient management of the credit & execution resources. Invite & involve credit analysts (and sometimes RMs) from these deal teams to various projects/working groups. · Lead the interaction with the internal/external auditor to ensure a smooth and efficient auditing process; · Co-ordinate various related PM functions including : · MIS & Reporting such as profit, exposure, returns & related management presentations etc · Streamlining team's interaction with support functions and related workflows, by closely interacting/co-operating with Business Support & Business Management · Running/Co-ordination of various projects/working groups, which are credit (e.g. Audit, Rating methodologies, DD enhancement) or non-credit related (e.g. IBOR, Cross Border) WORK EXPERIENCE · Approximately 10-15 years commodity trade finance or banking experience; · Extensive background in Credit Risk Analysis and/or Credit Sanctioning · Experience at managing a direct report or a team · Background in commodity finance or natural resources sector. · Background in portfolio management SKILLS AND EXPERIENCE · Specialist knowledge within credit and strong understanding of commodity finance products/procedures; · Computer literacy, including core Microsoft Office suite (Excel, PowerPoint) · Strong quantitative/numerical skills · Proven ability to communicate effectively with internal and external clients · Preferably specialized in energy commodities or metals or Agri commodities Education / Qualifications: · Preference for a Master's degree with Specific training in credit risk management and portfolio management. PERSONAL REQUIREMENTS · Strong analytical and numeracy skills based on relevant systems and models · Interpersonal skills and networking skills · Coaching and development skills · Excellent communication skills · Results-driven, with a strong sense of accountability · A proactive, motivated approach. · The ability to operate with urgency and prioritize work accordingly · Strong decision-making skills, the ability to demonstrate sound judgment · A structured and logical approach to work · Strong problem-solving skills · A creative and innovative approach to work · The ability to manage large workloads and tight deadlines · Excellent attention to detail and accuracy · A calm approach, with the ability to perform well in a pressurized environment · Lead by example We are open to considering flexible working requests in line with organizational requirements. MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity, and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion, or belief and marriage or civil partnership. We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.