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financial guide banking credit relationship manager
Barclays
Vice president, Structuring Lending
Barclays
Join us as a Vice President, Structured lending - Large Corporate Relationship Directors and product partners in the origination, structuring and execution of UK mid-large market debt finance deals in a dynamic and competitive marketplace,. You will Consider past and predicted business performance, sector, market and peer group dynamics, macroeconomic and credit risk factors to provide high quality credit analysis/credit papers for financing requests of >£10m. You will also produce financial analysis, financial modelling and suitable sensitivity analysis to support business opportunitiesand create pitch materials for clients to support the debt origination effort Essential Skills/Basic Qualifications: Problem solving and strategic thinking Excellent written and oral communication skills including presentation skills Analytical and numerical skills; experience in analysis of business, market and sector performance and credit risk analysis Planning and organisation Awareness of different sources of corporate funding and the macro-economic factors affecting debt markets Strong interpersonal skills Desirable skills/Preferred Qualifications: Good knowledge of Standards, Policies and Procedures Awareness of Legislation affecting the Banking Industry Higher education degree or suitable professional qualification (e.g. ACCA, AMCT, CFA). Lending experience within a financial institution. This role is based in Birmingham You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills Purpose of the role To manage debt relationships with high-value corporate clients and potential clients Provide support to the bank's senior management team in setting strategic direction and, managing debt structuring risk across the organisation. Accountabilities Collaboration with account managers to structure, recommend and fully implement relevant debt products and services to existing and potential clients. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Management of key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of each transaction completed as well as the wider debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 17, 2025
Full time
Join us as a Vice President, Structured lending - Large Corporate Relationship Directors and product partners in the origination, structuring and execution of UK mid-large market debt finance deals in a dynamic and competitive marketplace,. You will Consider past and predicted business performance, sector, market and peer group dynamics, macroeconomic and credit risk factors to provide high quality credit analysis/credit papers for financing requests of >£10m. You will also produce financial analysis, financial modelling and suitable sensitivity analysis to support business opportunitiesand create pitch materials for clients to support the debt origination effort Essential Skills/Basic Qualifications: Problem solving and strategic thinking Excellent written and oral communication skills including presentation skills Analytical and numerical skills; experience in analysis of business, market and sector performance and credit risk analysis Planning and organisation Awareness of different sources of corporate funding and the macro-economic factors affecting debt markets Strong interpersonal skills Desirable skills/Preferred Qualifications: Good knowledge of Standards, Policies and Procedures Awareness of Legislation affecting the Banking Industry Higher education degree or suitable professional qualification (e.g. ACCA, AMCT, CFA). Lending experience within a financial institution. This role is based in Birmingham You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills Purpose of the role To manage debt relationships with high-value corporate clients and potential clients Provide support to the bank's senior management team in setting strategic direction and, managing debt structuring risk across the organisation. Accountabilities Collaboration with account managers to structure, recommend and fully implement relevant debt products and services to existing and potential clients. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Management of key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of each transaction completed as well as the wider debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Global Payments Operations Manager (m f x)
E Fundresearch
Global Payments Operations Manager (m f x) London Downloads We're waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save, invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo Our Payments Collective The Payments Collective sits at the very heart of Monzo, responsible for all of the products and services that move money. Product Operations spans the breadth of Payments, ensuring that the team and its products and services are operating efficiently and to a high standard, and helping us safely scale to millions of users in the UK and internationally. About The Role As the Operations Manager for Global Payments, you'll play an essential role in expanding and scaling our international payments offering, ensuring our processes are quick, seamless, and running efficiently. You'll be embedded within the Global Payments product team, and will work closely with teams across Monzo and key external partners to ensure international payments work seamlessly for our customers. You'll be setting up and managing a multitude of key partnerships, building operational processes that are fit to scale globally, and act as the voice of the customer in the team. Taking complete ownership of operations in the team: Building, scaling, and managing all their processes. Working with partners in Customer Ops to optimise support and streamline internal processes. Diving into the data and working collaboratively to analyse customer problems and process inefficiencies. Prioritising and proposing solutions to improve customer outcomes and optimise processes. Establishing and managing SLAs to optimise performance of our products and processes. Setting up new partnerships and managing performance of existing suppliers. Collaborate with cross functional teams and partners to develop and expand our international payments products. Developing the systems, practices, and tools to unblock the team from product delivery. You have experience working with international payment systems such as SWIFT and schemes like SEPA. You have an understanding of correspondent banking and foreign exchange. You're a self starter, proactive, have a strong sense of ownership, and thrive on ambiguity. You have experience managing relationships with a wide range of suppliers and partners. You can build and scale complex operational systems. You have strong strategic reasoning; able to balance and prioritise short and long term tradeoffs. You're comfortable getting into the details of technical systems and working with engineering teams. You love solving complex problems and have a track record of managing performance and SLAs. You have built strong relationships and collaborate with partners to reach alignment and resolve issues. You can drive clarity amidst ambiguity and focus on the things that matter. You are organised and have managed complex projects with multiple stakeholders. You are analytical and make data driven decisions. £50,200 - £67,500 (depending on depth of experience) share options. This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. £1,000 learning budget each year to use on books, training courses and conferences. We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. Plus lots more! Read our full list of benefits. Quick call with a Monzo Recruiter 30 min video-call with the Hiring Manager Full-Loop (1 x Technical and 1 x Behavioural video-interviews) This process should take around 2-3 weeks - your schedule is really important to us, so we promise to be as flexible as possible! We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo.You can read them here. You'll hear from us throughout the application process, but if you've got any questions, please reach out to You can also use this email address to let us know if there's anything we can do to make the process easier for you because of disability, neurodiversity or anything else. We'll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don't miss out.
Jul 15, 2025
Full time
Global Payments Operations Manager (m f x) London Downloads We're waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save, invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo Our Payments Collective The Payments Collective sits at the very heart of Monzo, responsible for all of the products and services that move money. Product Operations spans the breadth of Payments, ensuring that the team and its products and services are operating efficiently and to a high standard, and helping us safely scale to millions of users in the UK and internationally. About The Role As the Operations Manager for Global Payments, you'll play an essential role in expanding and scaling our international payments offering, ensuring our processes are quick, seamless, and running efficiently. You'll be embedded within the Global Payments product team, and will work closely with teams across Monzo and key external partners to ensure international payments work seamlessly for our customers. You'll be setting up and managing a multitude of key partnerships, building operational processes that are fit to scale globally, and act as the voice of the customer in the team. Taking complete ownership of operations in the team: Building, scaling, and managing all their processes. Working with partners in Customer Ops to optimise support and streamline internal processes. Diving into the data and working collaboratively to analyse customer problems and process inefficiencies. Prioritising and proposing solutions to improve customer outcomes and optimise processes. Establishing and managing SLAs to optimise performance of our products and processes. Setting up new partnerships and managing performance of existing suppliers. Collaborate with cross functional teams and partners to develop and expand our international payments products. Developing the systems, practices, and tools to unblock the team from product delivery. You have experience working with international payment systems such as SWIFT and schemes like SEPA. You have an understanding of correspondent banking and foreign exchange. You're a self starter, proactive, have a strong sense of ownership, and thrive on ambiguity. You have experience managing relationships with a wide range of suppliers and partners. You can build and scale complex operational systems. You have strong strategic reasoning; able to balance and prioritise short and long term tradeoffs. You're comfortable getting into the details of technical systems and working with engineering teams. You love solving complex problems and have a track record of managing performance and SLAs. You have built strong relationships and collaborate with partners to reach alignment and resolve issues. You can drive clarity amidst ambiguity and focus on the things that matter. You are organised and have managed complex projects with multiple stakeholders. You are analytical and make data driven decisions. £50,200 - £67,500 (depending on depth of experience) share options. This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. £1,000 learning budget each year to use on books, training courses and conferences. We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. Plus lots more! Read our full list of benefits. Quick call with a Monzo Recruiter 30 min video-call with the Hiring Manager Full-Loop (1 x Technical and 1 x Behavioural video-interviews) This process should take around 2-3 weeks - your schedule is really important to us, so we promise to be as flexible as possible! We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo.You can read them here. You'll hear from us throughout the application process, but if you've got any questions, please reach out to You can also use this email address to let us know if there's anything we can do to make the process easier for you because of disability, neurodiversity or anything else. We'll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don't miss out.
Investor Relations Analyst
Hines
Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines. Responsibilities As an Analyst- Investor Relations with Hines, you will support Hines' global client servicing efforts with a focus on investor relations for current institutional, high net worth and family office investors in the EMEA region. The role will also include supporting the Global Investor Relations team when needed. You will be part of the EMEA Investor Relations team, reporting to the Senior Associate based in London and supporting the team's efforts to manage relations with existing investors to enhance client satisfaction and retention. You will be part of a team providing exceptional service to our investors across the Hines platform. Responsibilities include, but are not limited to: Support Investor Relations team in operational and daily business matters. Effectively communicate specific details about Hines' past, current and prospective investment vehicles. Create critical documents and other communications, ensuring appropriate messaging in response to current investors' enquiries. Support the investor onboarding process for EMEA domiciled institutional investors. Facilitate regular and efficient communication with investors including reporting, handling incoming investor inquiries, delivering information/updates. Collaborate to optimize and maintain the Investor Portal for existing investors. Including supporting with investor communication via the Portal. Providing administrative and analytical support to support the day-to-day business operations of the Investor Relations team. Communicate and collaborate with Investor Marketing, Investor Services, Capital Raisers, Fund Management, Finance, Asset Management, Legal and Compliance, and other teams across the Hines organization. Qualifications Minimum Requirements include: Bachelor's degree from an accredited institution preferred. Two or more years of related experience, particularly within institutional real estate, in an investment management, investor relations, financial analysis or legal role. Knowledge of the real estate terms and concepts as well institutional investment vehicles preferred. Fluency in another language is required in addition to English, as this role involves regular communication with pan-European stakeholders Excellent written and verbal communication skills. High attention to detail Extremely service orientated with a positive mindset to attend investor requests. Demonstrated analytical, problem solving and relationship building skills. Ability to manage multiple priorities concurrently in a deadline-driven environment Perform basic numerical and financial calculations and analysis. Closing At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs. While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive. Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024. Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce diversity. No calls or emails from third parties at this time please.
Jul 13, 2025
Full time
Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines. Responsibilities As an Analyst- Investor Relations with Hines, you will support Hines' global client servicing efforts with a focus on investor relations for current institutional, high net worth and family office investors in the EMEA region. The role will also include supporting the Global Investor Relations team when needed. You will be part of the EMEA Investor Relations team, reporting to the Senior Associate based in London and supporting the team's efforts to manage relations with existing investors to enhance client satisfaction and retention. You will be part of a team providing exceptional service to our investors across the Hines platform. Responsibilities include, but are not limited to: Support Investor Relations team in operational and daily business matters. Effectively communicate specific details about Hines' past, current and prospective investment vehicles. Create critical documents and other communications, ensuring appropriate messaging in response to current investors' enquiries. Support the investor onboarding process for EMEA domiciled institutional investors. Facilitate regular and efficient communication with investors including reporting, handling incoming investor inquiries, delivering information/updates. Collaborate to optimize and maintain the Investor Portal for existing investors. Including supporting with investor communication via the Portal. Providing administrative and analytical support to support the day-to-day business operations of the Investor Relations team. Communicate and collaborate with Investor Marketing, Investor Services, Capital Raisers, Fund Management, Finance, Asset Management, Legal and Compliance, and other teams across the Hines organization. Qualifications Minimum Requirements include: Bachelor's degree from an accredited institution preferred. Two or more years of related experience, particularly within institutional real estate, in an investment management, investor relations, financial analysis or legal role. Knowledge of the real estate terms and concepts as well institutional investment vehicles preferred. Fluency in another language is required in addition to English, as this role involves regular communication with pan-European stakeholders Excellent written and verbal communication skills. High attention to detail Extremely service orientated with a positive mindset to attend investor requests. Demonstrated analytical, problem solving and relationship building skills. Ability to manage multiple priorities concurrently in a deadline-driven environment Perform basic numerical and financial calculations and analysis. Closing At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs. While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive. Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024. Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce diversity. No calls or emails from third parties at this time please.
Associate Director - Corporate & Financial Communications London
CDR (Citigate Dewe Rogerson)
Associate Director - Corporate & Financial Communications London About CDR Consultancy For over 30 years, CDR has been at the forefront of communications in the asset management, private capital, and broader financial services sectors, both in the UK and across its global network. Financial services represent the firm's largest sector by revenue, reflecting its deep expertise and trusted industry relationships. CDR's UK client portfolio spans a diverse range of financial services brands, including banks and credit card providers, personal and life insurers, wealth managers, corporate and fund service providers, and investment firms. The firm has extensive experience supporting clients through corporate positioning, media relations, crisis communications, stakeholder engagement, and regulatory affairs. Role overview Joining at Associate Director level, you'll have the opportunity to lead and expand a portfolio of CDR UK's financial services clients. A key priority is to drive strategic growth-retaining and expanding current accounts while identifying and securing new business opportunities. You will play a pivotal role in strengthening client relationships and leveraging CDR's global network to extend mandates across international markets. The day to day Client Leadership: Manage high-profile accounts, delivering best-in-class communications programmes for CDR UK's asset & wealth management and financial services clients. Drive business growth by identifying new opportunities within existing mandates. Strategic & Hands-On Execution: Take a proactive, hands-on approach to both strategy and execution, ensuring high-quality delivery across all aspects of client work. Media & Stakeholder Engagement: Leverage an extensive media network to generate impactful coverage across national, trade, and consumer media. Execute media campaigns that resonate and drive brand recognition. Commercial Acumen: Run accounts with a strong focus on commercial performance - optimising service levels, maintaining profitability, and managing resourcing effectively. Event Management: Oversee large-scale media awards and stakeholder events, delivering high-impact experiences that enhance brand visibility. Business Development: Identify and develop new business opportunities, crafting compelling proposals and delivering pitch presentations alongside colleagues. Team Leadership & Mentorship: Guide and mentor junior team members, fostering professional development and strengthening the firm's financial services expertise. About you Minimum 6 years' experience in communications, primarily within a consultancy environment. Strong expertise in UK and international financial services, covering: Banking, credit, and lending markets, including corporate, retail, and digital banking. Insurance, wealth management, and financial technology. Private capital, investment firms, and alternative asset classes. Strong understanding of financial services trends, enabling strategic adaptation to evolving industry dynamics. Extensive network of media contacts across financial services at both national and trade levels. Proven ability to craft near-final communications content (press releases, articles, social media, website copy, etc.). Expertise in delivering multi-channel communication programmes, spanning earned, owned, and shared media. Experience in thought leadership campaigns, including working with third-party research firms to create and promote white papers. Strong event management skills, particularly in coordinating cross-border media and stakeholder events. Track record in new business development, from prospect meetings to proposal drafting and senior-level pitch presentations. Leadership capabilities, with experience managing and motivating account teams and junior colleagues. Confident presentation skills and the ability to influence key stakeholders. At CDR, we recognise that to deliver the best work for our clients, we need a diverse range of perspectives and experiences. As an equal opportunities employer, we are committed to ensuring best practice approaches to a diverse and inclusive recruitment process and encourage applications from people of all backgrounds.
Jul 10, 2025
Full time
Associate Director - Corporate & Financial Communications London About CDR Consultancy For over 30 years, CDR has been at the forefront of communications in the asset management, private capital, and broader financial services sectors, both in the UK and across its global network. Financial services represent the firm's largest sector by revenue, reflecting its deep expertise and trusted industry relationships. CDR's UK client portfolio spans a diverse range of financial services brands, including banks and credit card providers, personal and life insurers, wealth managers, corporate and fund service providers, and investment firms. The firm has extensive experience supporting clients through corporate positioning, media relations, crisis communications, stakeholder engagement, and regulatory affairs. Role overview Joining at Associate Director level, you'll have the opportunity to lead and expand a portfolio of CDR UK's financial services clients. A key priority is to drive strategic growth-retaining and expanding current accounts while identifying and securing new business opportunities. You will play a pivotal role in strengthening client relationships and leveraging CDR's global network to extend mandates across international markets. The day to day Client Leadership: Manage high-profile accounts, delivering best-in-class communications programmes for CDR UK's asset & wealth management and financial services clients. Drive business growth by identifying new opportunities within existing mandates. Strategic & Hands-On Execution: Take a proactive, hands-on approach to both strategy and execution, ensuring high-quality delivery across all aspects of client work. Media & Stakeholder Engagement: Leverage an extensive media network to generate impactful coverage across national, trade, and consumer media. Execute media campaigns that resonate and drive brand recognition. Commercial Acumen: Run accounts with a strong focus on commercial performance - optimising service levels, maintaining profitability, and managing resourcing effectively. Event Management: Oversee large-scale media awards and stakeholder events, delivering high-impact experiences that enhance brand visibility. Business Development: Identify and develop new business opportunities, crafting compelling proposals and delivering pitch presentations alongside colleagues. Team Leadership & Mentorship: Guide and mentor junior team members, fostering professional development and strengthening the firm's financial services expertise. About you Minimum 6 years' experience in communications, primarily within a consultancy environment. Strong expertise in UK and international financial services, covering: Banking, credit, and lending markets, including corporate, retail, and digital banking. Insurance, wealth management, and financial technology. Private capital, investment firms, and alternative asset classes. Strong understanding of financial services trends, enabling strategic adaptation to evolving industry dynamics. Extensive network of media contacts across financial services at both national and trade levels. Proven ability to craft near-final communications content (press releases, articles, social media, website copy, etc.). Expertise in delivering multi-channel communication programmes, spanning earned, owned, and shared media. Experience in thought leadership campaigns, including working with third-party research firms to create and promote white papers. Strong event management skills, particularly in coordinating cross-border media and stakeholder events. Track record in new business development, from prospect meetings to proposal drafting and senior-level pitch presentations. Leadership capabilities, with experience managing and motivating account teams and junior colleagues. Confident presentation skills and the ability to influence key stakeholders. At CDR, we recognise that to deliver the best work for our clients, we need a diverse range of perspectives and experiences. As an equal opportunities employer, we are committed to ensuring best practice approaches to a diverse and inclusive recruitment process and encourage applications from people of all backgrounds.
Barbara Houghton Associates
Fluent Arabic Cashier/Teller
Barbara Houghton Associates City, London
It is essential for all applicants to have a minimum of 5 years UK banking experience and must have worked in private banking. Unfortunately, our client cannot provide sponsorship and therefore only applicants that have eligibility to work in the UK for 3+ years in the future will be considered. Our client, an international bank in London, is looking for a Fluent Arabic Cashier/Teller to join their team on a permanent basis. This is an office based position. The successful candidate will be responsible for acquisition of new client relationships and development of existing client relationships, achieving high levels of service standards and maximize client satisfaction, demonstrating awareness of budgets and accounts and profitability and compliance with FCA and anti-money laundering regulations. Responsibilities include (but not limited to): Initiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit. Continue building investment knowledge and become conversant with the full range of private banking services. Responsible for account opening for new to bank customers as well processing all client instructions in line with Policy and Procedure. Complete security call-backs to clients and confirm any instructions received by email or instructions over guideline thresholds in line with Policy. Responsible to renew Fixed Deposits in line with policy and with client instructions. Coverage of the banking services hall. Identify cross selling opportunities and refer business to the appropriate department within the bank. Understand when to bring in certified member of staff when regulated activity is required. Complete credit responsibilities such as reviewing excess reports and working with clients to cover any overdue balances, negotiating credit terms in line with Credit Policy, assisting the Credit Team in preparing Facility Applications and Credit Reviews. Responsible for ensuring up-to-date compliance, and accurate KYC information held on record for all clients. Effectively complete annual KYC reviews in line with Policy. Maintain strict control of confidential documents / secured negotiable items to prevent loss or misuse. Document all client meetings. Be able to recognize and address customer complaints, report them and follow Complaints Policy in line with regulatory requirements. Effectively monitor clients account activity and report any suspicious transaction immediately to the supervising manager(s) and/or submit a Suspicious Activity Report. Accountable for regular monitoring of client satisfaction and service quality levels by ensuring that client expectations are consistently met and exceeded. Skills / Attributes Required: 5 years Banking experience, ideally within a Private Bank. Must be proactive in setting and maintaining high client service levels. For more information on this role please contact Judith Webb by sending your CV quoting ref 16855JW.
Mar 08, 2025
Full time
It is essential for all applicants to have a minimum of 5 years UK banking experience and must have worked in private banking. Unfortunately, our client cannot provide sponsorship and therefore only applicants that have eligibility to work in the UK for 3+ years in the future will be considered. Our client, an international bank in London, is looking for a Fluent Arabic Cashier/Teller to join their team on a permanent basis. This is an office based position. The successful candidate will be responsible for acquisition of new client relationships and development of existing client relationships, achieving high levels of service standards and maximize client satisfaction, demonstrating awareness of budgets and accounts and profitability and compliance with FCA and anti-money laundering regulations. Responsibilities include (but not limited to): Initiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit. Continue building investment knowledge and become conversant with the full range of private banking services. Responsible for account opening for new to bank customers as well processing all client instructions in line with Policy and Procedure. Complete security call-backs to clients and confirm any instructions received by email or instructions over guideline thresholds in line with Policy. Responsible to renew Fixed Deposits in line with policy and with client instructions. Coverage of the banking services hall. Identify cross selling opportunities and refer business to the appropriate department within the bank. Understand when to bring in certified member of staff when regulated activity is required. Complete credit responsibilities such as reviewing excess reports and working with clients to cover any overdue balances, negotiating credit terms in line with Credit Policy, assisting the Credit Team in preparing Facility Applications and Credit Reviews. Responsible for ensuring up-to-date compliance, and accurate KYC information held on record for all clients. Effectively complete annual KYC reviews in line with Policy. Maintain strict control of confidential documents / secured negotiable items to prevent loss or misuse. Document all client meetings. Be able to recognize and address customer complaints, report them and follow Complaints Policy in line with regulatory requirements. Effectively monitor clients account activity and report any suspicious transaction immediately to the supervising manager(s) and/or submit a Suspicious Activity Report. Accountable for regular monitoring of client satisfaction and service quality levels by ensuring that client expectations are consistently met and exceeded. Skills / Attributes Required: 5 years Banking experience, ideally within a Private Bank. Must be proactive in setting and maintaining high client service levels. For more information on this role please contact Judith Webb by sending your CV quoting ref 16855JW.
Fixed Income Investment Portfolio Manager
NatWest Group
Join us as a junior Fixed Income Investment Portfolio Manager You'll be actively managing NatWest's portfolios of high-quality liquid assets on a team of six portfolio managers, improving systems and controls to maintain high standards of operation while remaining responsive to changes in market practice and our strategic direction Initially you will be focusing on asset backed securities (ABS). Your team's investments include government and supranational bonds, covered bonds, and asset backed securities in four currencies. You'll become an expert in fixed income portfolio management, strategically generating income from financial markets to reduce the cost of holding liquidity While your initial focus will be on analysing, monitoring and investing in structured credit instruments (primarily RMBS) and covered bonds, you will be exposed to all the asset classes over time and work with the whole team. What you'll do In this strategic role, you'll manage portfolios of fixed income securities to ensure compliance with our risk appetite and PRA guidelines. You'll monitor ongoing changes in the regulatory framework and present impact analysis on the liquidity environment. As well as this, you'll: Manage relationships with internal and external stakeholders from global investment banks through to issuers like the World Bank and the UK government Participate in regular external briefings to expand your knowledge and represent the organisation Maintain market knowledge and an understanding of the changing regulatory environment, allowing for the ad-hoc provision of information and advice to the senior executive team within the Treasury function The skills you'll need You'll demonstrate strong communication skills, high levels of attention to detail in an operational environment, and the ability to work under pressure, prioritise, and adhere to deadlines. Your technical experience should include some experience in asset backed securities - analysis, cashflow modelling, investment or research. Experience of data analysis and coding will be beneficial. We're also looking for: Strong numerical skills The drive to improve processes and develop new products Good collaboration and teamworking skills
Feb 21, 2025
Full time
Join us as a junior Fixed Income Investment Portfolio Manager You'll be actively managing NatWest's portfolios of high-quality liquid assets on a team of six portfolio managers, improving systems and controls to maintain high standards of operation while remaining responsive to changes in market practice and our strategic direction Initially you will be focusing on asset backed securities (ABS). Your team's investments include government and supranational bonds, covered bonds, and asset backed securities in four currencies. You'll become an expert in fixed income portfolio management, strategically generating income from financial markets to reduce the cost of holding liquidity While your initial focus will be on analysing, monitoring and investing in structured credit instruments (primarily RMBS) and covered bonds, you will be exposed to all the asset classes over time and work with the whole team. What you'll do In this strategic role, you'll manage portfolios of fixed income securities to ensure compliance with our risk appetite and PRA guidelines. You'll monitor ongoing changes in the regulatory framework and present impact analysis on the liquidity environment. As well as this, you'll: Manage relationships with internal and external stakeholders from global investment banks through to issuers like the World Bank and the UK government Participate in regular external briefings to expand your knowledge and represent the organisation Maintain market knowledge and an understanding of the changing regulatory environment, allowing for the ad-hoc provision of information and advice to the senior executive team within the Treasury function The skills you'll need You'll demonstrate strong communication skills, high levels of attention to detail in an operational environment, and the ability to work under pressure, prioritise, and adhere to deadlines. Your technical experience should include some experience in asset backed securities - analysis, cashflow modelling, investment or research. Experience of data analysis and coding will be beneficial. We're also looking for: Strong numerical skills The drive to improve processes and develop new products Good collaboration and teamworking skills
Partnerships Manager
Capital One
Nottingham Trent House (95002), United Kingdom, Nottingham, Nottinghamshire Partnerships Manager About this role We're looking for somebody to lead one of our largest co-brand credit card partnerships. This is an exciting opportunity to join a small team who are focused on high performance and who obsess about driving our partnerships to bigger and better results. You'll be responsible for the overall relationship & ultimate success of the partnership, and will combine your exceptional analytical skills with commercial acumen, stakeholder management and a neverending desire to grow both yourself and your partnership. Individuals who succeed in this role are driven, resilient, creative and analytical. But more than anything, they see themselves as the CEO of their partnership. Ultimately, you'll be responsible for driving great commercial outcomes for both Capital One and the partner. What you'll do You'll own the day to day relationship - Ensuring that you build trust & confidence with your peers at the partner. You'll be the first point of contact on all things specific to your partnership - whether that be ensuring that marketing activity is compliant, through to coordinating updates to the API connections between us. You'll own the roadmap and strategy for the partnership, and be responsible for driving it into market (working across the business with the right stakeholders to deliver it). You'll pull datasets by coding your own SQL scripts, and interrogate the information to deliver insight. You'll constantly be on top of trading performance and change across the partner. You'll be responsible for ensuring that all activity is run in line with the control framework, and will contribute to the ongoing improvement of that control suite. You'll run operational elements, such as invoicing, issue resolution, business reviews. You'll work with our Supplier Management Office to negotiate contract amendments and variations. You'll work on and deliver credit governance business cases, both independently and in conjunction with other teams. We often rotate people around marketing channels, and so you may have the opportunity to work on some of our other existing co-brand partnerships in the future. What we're looking for Experience with both qualitative & quantitative analytical methods Strong presentation-building, storytelling, and data visualisation skills Ability to manage quant data files, run analysis on quant data, query SQL, etc. Previous experience managing a partnership or large client Excellent interpersonal skills with a positive and collaborative approach Resilience, at ease working in a high pressure/fast paced environment, and be comfortable having challenging conversations with stakeholders Creative problem solving and cutting through complexity with simple solutions A desire to join and push forward within a high performing team Experience in a regulated environment (desirable) Experience with GoogleSuite, e.g. Google sheets, Google Slides (desirable) Where and how you'll work This is a permanent position and can be based in our Nottingham or London office. We have a hybrid working model which gives you flexibility to work from our offices and from home. We're big on collaboration and connection, so you'll be based in our Nottingham or London office 3 days a week on Tuesdays, Wednesdays and Thursdays. Many of our associates have flexible working arrangements, and we're open to talking about an arrangement that works for you. What's in it for you Bring us all this - and you'll be well rewarded with a role contributing to the roadmap of an organisation committed to transformation We offer high performers strong and diverse career progression, investing heavily in developing great people through our Capital One University training programmes (and appropriate external providers) Immediate access to our core benefits including pension scheme, bonus, generous holiday entitlement and private medical insurance - with flexible benefits available including season-ticket loans, cycle to work scheme and enhanced parental leave Open-plan workspaces and accessible facilities designed to inspire and support you. Our Nottingham head-office has a fully-serviced gym, subsidised restaurant, mindfulness and music rooms. In London, you can heighten your mood with a run on our rooftop running track or an espresso at the Workshop Coffee café What you should know about how we recruit We pride ourselves on hiring the best people, not the same people. Building diverse and inclusive teams is the right thing to do and the smart thing to do. We want to work with top talent: whoever you are, whatever you look like, wherever you come from. We know it's about what you do, not just what you say. That's why we make our recruitment process fair and accessible. And we offer benefits that attract people at all ages and stages. We also partner with organisations including the Women in Finance and Race At Work Charters, Stonewall and upReach to find people from every walk of life and help them thrive with us. We have a whole host of internal networks and support groups you could be involved in, to name a few: REACH - Race Equality and Culture Heritage group focuses on representation, retention and engagement for associates from minority ethnic groups and allies OutFront - to provide LGBTQ+ support for all associates Mind Your Mind - signposting support and promoting positive mental wellbeing for all Women in Tech - promoting an inclusive environment in tech EmpowHER - network of female associates and allies focusing on developing future leaders, particularly for female talent in our industry Capital One is committed to diversity in the workplace. If you require a reasonable adjustment, please contact All information will be kept confidential and will only be used for the purpose of applying a reasonable adjustment. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC). Who We Are At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.
Feb 20, 2025
Full time
Nottingham Trent House (95002), United Kingdom, Nottingham, Nottinghamshire Partnerships Manager About this role We're looking for somebody to lead one of our largest co-brand credit card partnerships. This is an exciting opportunity to join a small team who are focused on high performance and who obsess about driving our partnerships to bigger and better results. You'll be responsible for the overall relationship & ultimate success of the partnership, and will combine your exceptional analytical skills with commercial acumen, stakeholder management and a neverending desire to grow both yourself and your partnership. Individuals who succeed in this role are driven, resilient, creative and analytical. But more than anything, they see themselves as the CEO of their partnership. Ultimately, you'll be responsible for driving great commercial outcomes for both Capital One and the partner. What you'll do You'll own the day to day relationship - Ensuring that you build trust & confidence with your peers at the partner. You'll be the first point of contact on all things specific to your partnership - whether that be ensuring that marketing activity is compliant, through to coordinating updates to the API connections between us. You'll own the roadmap and strategy for the partnership, and be responsible for driving it into market (working across the business with the right stakeholders to deliver it). You'll pull datasets by coding your own SQL scripts, and interrogate the information to deliver insight. You'll constantly be on top of trading performance and change across the partner. You'll be responsible for ensuring that all activity is run in line with the control framework, and will contribute to the ongoing improvement of that control suite. You'll run operational elements, such as invoicing, issue resolution, business reviews. You'll work with our Supplier Management Office to negotiate contract amendments and variations. You'll work on and deliver credit governance business cases, both independently and in conjunction with other teams. We often rotate people around marketing channels, and so you may have the opportunity to work on some of our other existing co-brand partnerships in the future. What we're looking for Experience with both qualitative & quantitative analytical methods Strong presentation-building, storytelling, and data visualisation skills Ability to manage quant data files, run analysis on quant data, query SQL, etc. Previous experience managing a partnership or large client Excellent interpersonal skills with a positive and collaborative approach Resilience, at ease working in a high pressure/fast paced environment, and be comfortable having challenging conversations with stakeholders Creative problem solving and cutting through complexity with simple solutions A desire to join and push forward within a high performing team Experience in a regulated environment (desirable) Experience with GoogleSuite, e.g. Google sheets, Google Slides (desirable) Where and how you'll work This is a permanent position and can be based in our Nottingham or London office. We have a hybrid working model which gives you flexibility to work from our offices and from home. We're big on collaboration and connection, so you'll be based in our Nottingham or London office 3 days a week on Tuesdays, Wednesdays and Thursdays. Many of our associates have flexible working arrangements, and we're open to talking about an arrangement that works for you. What's in it for you Bring us all this - and you'll be well rewarded with a role contributing to the roadmap of an organisation committed to transformation We offer high performers strong and diverse career progression, investing heavily in developing great people through our Capital One University training programmes (and appropriate external providers) Immediate access to our core benefits including pension scheme, bonus, generous holiday entitlement and private medical insurance - with flexible benefits available including season-ticket loans, cycle to work scheme and enhanced parental leave Open-plan workspaces and accessible facilities designed to inspire and support you. Our Nottingham head-office has a fully-serviced gym, subsidised restaurant, mindfulness and music rooms. In London, you can heighten your mood with a run on our rooftop running track or an espresso at the Workshop Coffee café What you should know about how we recruit We pride ourselves on hiring the best people, not the same people. Building diverse and inclusive teams is the right thing to do and the smart thing to do. We want to work with top talent: whoever you are, whatever you look like, wherever you come from. We know it's about what you do, not just what you say. That's why we make our recruitment process fair and accessible. And we offer benefits that attract people at all ages and stages. We also partner with organisations including the Women in Finance and Race At Work Charters, Stonewall and upReach to find people from every walk of life and help them thrive with us. We have a whole host of internal networks and support groups you could be involved in, to name a few: REACH - Race Equality and Culture Heritage group focuses on representation, retention and engagement for associates from minority ethnic groups and allies OutFront - to provide LGBTQ+ support for all associates Mind Your Mind - signposting support and promoting positive mental wellbeing for all Women in Tech - promoting an inclusive environment in tech EmpowHER - network of female associates and allies focusing on developing future leaders, particularly for female talent in our industry Capital One is committed to diversity in the workplace. If you require a reasonable adjustment, please contact All information will be kept confidential and will only be used for the purpose of applying a reasonable adjustment. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC). Who We Are At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.
Finance Business Partner
Queen Victoria Hospital NHS Foundation Trust East Grinstead, Sussex
Site: Queen Victoria Hospital NHS Foundation Trust Town: East Grinstead Salary: £53,755 - £60,504 per annum Salary period: Yearly Closing: 27/02/:59 Welcome to Queen Victoria Hospital NHS Foundation Trust and thank you for your interest. In addition to receiving tertiary referrals from across the South East of England, we have a network of 'spoke' sites at district general hospitals enabling our consultants to offer their expertise with routine treatments and consultations as close to patients' homes as possible. With the recent addition of video-led 'virtual' consultations, we also enable patients who have some distance to travel to avoid the additional stress and worry of a long journey. Working at QVH combines the excitement, challenge, and career opportunities of many larger organisations with the satisfaction of delivering excellent patient care that really does rebuild our patients' lives. We also offer attractive benefits such as: Tailored personal development to support career aspirations, including accredited clinical and management development programmes. Flexible working arrangements for a work-life balance that suits you and your needs. A dedicated reward programme, offering a range of national and local discounts, cashback, and tax relief schemes. Sustainability At Queen Victoria Hospital, we want to be the first Net Zero Hospital in England, and to achieve that, we want every member of staff to be a green champion. The way in which the Trust works has a significant impact on the organisation's carbon footprint and that of our patients. The Trust expects all staff to reuse and recycle more, to use energy and water efficiently, to walk or cycle to work if possible, and to have a focus on sustainability in the workplace. The post holder will report to the Head of Financial Management and lead the month-end close-down for a portfolio of business units/corporate areas and complete the annual budget setting for these areas, ensuring team resources are deployed effectively to meet key deadlines. This role will manage one assistant accountant post. Main duties of the job To provide the key link between the finance function and business units and ensure that the requirements and policies of the finance function are fully reflected in the workings of operational areas. To be responsible for the business unit/service line budget setting process, including ensuring the operational areas have taken account of demand and capacity as well as taking responsibility for designated areas of overall Trust budget setting. To timely provide a range of complex reports to the business units, including information to inform the Board level reports, including Trust-wide CIP reporting. Working for our organisation Rated GOOD overall with outstanding care by the CQC. A specialist NHS hospital providing life-changing reconstructive surgery, burns care, and rehabilitation services across the South of England and beyond. We specialise in conditions of the eyes (corneoplastics), hands, head and neck cancer and skin cancer, reconstructive breast surgery, maxillofacial surgery, and prosthetics, providing regional and national services in these areas of clinical expertise. Patients consistently rate QVH amongst the top hospitals in the country for quality of care. Our success is underpinned by the skills and enthusiasm of our staff and a strong culture of partnership. We are fully committed to the training and development of the workforce with support for continuing education and learning. Detailed job description and main responsibilities Working independently and as the service line/business unit senior point of contact, provide a full range of expert financial advice to the management team. To be a key and integral part of the service line/business unit decision-making team. Accountable, along with the service line/business unit leaders for financial performance. Able to escalate areas of concern without reference to the line manager and to deputise for the Senior Business Partner as required. To lead on designated improvement projects as required and to pro-actively and independently instigate and implement improvements in financial control and reporting. Person specification Education Qualified accountant through a recognised CCAB or equivalent professional body. Educated to degree level or equivalent experience. Experience Experience working at a senior level within an NHS acute finance department or large public sector body. An in-depth knowledge of the NHS Finances, National Tariff Payment System, and associated financial guidance that supports this. NHS acute sector CIP reporting and development. Knowledge Specialist/expert knowledge of financial and accounting procedures, financial and other aspects of legislation and NHS finance policies; QIPP; CIP; Service Line reporting. Experience and expertise in financial accounting and disciplines relevant to commercial finance including procurement, human resources, general management theory, and information management and technology. Ability to build and develop teams, and maintain constructive working relationships at all levels and disciplines. High personal standard of conduct and behaviour and ability to act as a role model encouraging others to value and respect staff and stakeholders and hold others to account for this. Skills Ability to analyse highly technical issues and provide practical guidance and recommendations that can be understood and acted upon by Executives and users on matters such as capital investment, business cases, and savings plans. Able to work with conflicting priorities and make judgements on these to effectively deliver the best service to stakeholders. Highly numerate; able to analyse reports and complex data sets. Ability to achieve demanding tasks and objectives against deadlines. Ability to use visual display unit and standard keyboard skills. The closing date given is a guide only. There may be some occasions when we have to close a vacancy once sufficient applications have been received. You are therefore advised to submit your application as early as possible to avoid disappointment. Employer certification / accreditation badges You must have appropriate UK professional registration. Name: Tom O'Brien Job title: Head of Financial Management Email address: Telephone number: If you have problems applying, contact Address: Queen Victoria Hospital NHS Foundation Trust East Grinstead RH19 3DZ Telephone:
Feb 19, 2025
Full time
Site: Queen Victoria Hospital NHS Foundation Trust Town: East Grinstead Salary: £53,755 - £60,504 per annum Salary period: Yearly Closing: 27/02/:59 Welcome to Queen Victoria Hospital NHS Foundation Trust and thank you for your interest. In addition to receiving tertiary referrals from across the South East of England, we have a network of 'spoke' sites at district general hospitals enabling our consultants to offer their expertise with routine treatments and consultations as close to patients' homes as possible. With the recent addition of video-led 'virtual' consultations, we also enable patients who have some distance to travel to avoid the additional stress and worry of a long journey. Working at QVH combines the excitement, challenge, and career opportunities of many larger organisations with the satisfaction of delivering excellent patient care that really does rebuild our patients' lives. We also offer attractive benefits such as: Tailored personal development to support career aspirations, including accredited clinical and management development programmes. Flexible working arrangements for a work-life balance that suits you and your needs. A dedicated reward programme, offering a range of national and local discounts, cashback, and tax relief schemes. Sustainability At Queen Victoria Hospital, we want to be the first Net Zero Hospital in England, and to achieve that, we want every member of staff to be a green champion. The way in which the Trust works has a significant impact on the organisation's carbon footprint and that of our patients. The Trust expects all staff to reuse and recycle more, to use energy and water efficiently, to walk or cycle to work if possible, and to have a focus on sustainability in the workplace. The post holder will report to the Head of Financial Management and lead the month-end close-down for a portfolio of business units/corporate areas and complete the annual budget setting for these areas, ensuring team resources are deployed effectively to meet key deadlines. This role will manage one assistant accountant post. Main duties of the job To provide the key link between the finance function and business units and ensure that the requirements and policies of the finance function are fully reflected in the workings of operational areas. To be responsible for the business unit/service line budget setting process, including ensuring the operational areas have taken account of demand and capacity as well as taking responsibility for designated areas of overall Trust budget setting. To timely provide a range of complex reports to the business units, including information to inform the Board level reports, including Trust-wide CIP reporting. Working for our organisation Rated GOOD overall with outstanding care by the CQC. A specialist NHS hospital providing life-changing reconstructive surgery, burns care, and rehabilitation services across the South of England and beyond. We specialise in conditions of the eyes (corneoplastics), hands, head and neck cancer and skin cancer, reconstructive breast surgery, maxillofacial surgery, and prosthetics, providing regional and national services in these areas of clinical expertise. Patients consistently rate QVH amongst the top hospitals in the country for quality of care. Our success is underpinned by the skills and enthusiasm of our staff and a strong culture of partnership. We are fully committed to the training and development of the workforce with support for continuing education and learning. Detailed job description and main responsibilities Working independently and as the service line/business unit senior point of contact, provide a full range of expert financial advice to the management team. To be a key and integral part of the service line/business unit decision-making team. Accountable, along with the service line/business unit leaders for financial performance. Able to escalate areas of concern without reference to the line manager and to deputise for the Senior Business Partner as required. To lead on designated improvement projects as required and to pro-actively and independently instigate and implement improvements in financial control and reporting. Person specification Education Qualified accountant through a recognised CCAB or equivalent professional body. Educated to degree level or equivalent experience. Experience Experience working at a senior level within an NHS acute finance department or large public sector body. An in-depth knowledge of the NHS Finances, National Tariff Payment System, and associated financial guidance that supports this. NHS acute sector CIP reporting and development. Knowledge Specialist/expert knowledge of financial and accounting procedures, financial and other aspects of legislation and NHS finance policies; QIPP; CIP; Service Line reporting. Experience and expertise in financial accounting and disciplines relevant to commercial finance including procurement, human resources, general management theory, and information management and technology. Ability to build and develop teams, and maintain constructive working relationships at all levels and disciplines. High personal standard of conduct and behaviour and ability to act as a role model encouraging others to value and respect staff and stakeholders and hold others to account for this. Skills Ability to analyse highly technical issues and provide practical guidance and recommendations that can be understood and acted upon by Executives and users on matters such as capital investment, business cases, and savings plans. Able to work with conflicting priorities and make judgements on these to effectively deliver the best service to stakeholders. Highly numerate; able to analyse reports and complex data sets. Ability to achieve demanding tasks and objectives against deadlines. Ability to use visual display unit and standard keyboard skills. The closing date given is a guide only. There may be some occasions when we have to close a vacancy once sufficient applications have been received. You are therefore advised to submit your application as early as possible to avoid disappointment. Employer certification / accreditation badges You must have appropriate UK professional registration. Name: Tom O'Brien Job title: Head of Financial Management Email address: Telephone number: If you have problems applying, contact Address: Queen Victoria Hospital NHS Foundation Trust East Grinstead RH19 3DZ Telephone:
THE CHARTERED SOCIETY OF PHYSIOTHERAPY
Financial Planning & Analysis Manager
THE CHARTERED SOCIETY OF PHYSIOTHERAPY City, London
£56,401 per annum (rising to £58,150 per annum in April 2025) 35 hours per week Fixed-Term Contract - 15 months maternity cover London based with the option of hybrid working in the office and from home We're looking for an expert and experienced Financial Planning & Analysis Manager to join and support the Chartered Society of Physiotherapy's finance team at an exciting time of financial transformation. Are you: A leader and collaborator, looking for an outstanding opportunity to lead on financial transformation across the organisation? A solutions focussed and big picture thinker, who is able to challenge and shape the next stage of our financial strategy, working directly with our Leadership Team? Driven and passionate about building effective relationships and maximising value for money? Able to challenge well and support financial skills development at all levels across the organisation? A values-led and trusted people leader with strong technical and line management skills? If so, we want to hear from you! About the role We are seeking an expert and experienced Financial Planning & Analysis (FP&A) Manager to join our ambitious finance team during an exciting period of financial transformation across a £25m trade union and two associated charities. As part of our new finance strategy, we are embedding long term planning and modelling across the organisation during a time of significant change. We are designing and rolling out sophisticated reporting and analysis, working directly with the Leadership Team on high profile finance transformation projects. With a new finance system in place and more systems development in progress, we need you to maximise these products to improve our financial analysis, long-term modelling and planning and build financial confidence and literacy at all levels. As the FP&A Manager, you will lead on business partnering across the organisation and our two associated charities. You will lead on budgeting, forecasting and business modelling, to support the organisation to maximise strategic impact and minimise risk. With excellent modelling, people management and communication skills, you will lead all organisational financial reporting and presentations, improve and roll out new analysis and dashboards and lead long term planning projects, whilst continually reviewing the wider business envirionment to identify any potential opportunities and threats. As a senior finance expert within the organsiation, you will bring technical expertise, resilience, excellent communication and influencing skills. You will be a strong people leader who is able to bring others along with you, acting as a trainer and a coach to improve the financial understanding and enable stakeholders to understand and make effective financial decisions. For an informal discussion about the role, please contact Shona Tchilingirian, at Why work for the Chartered Society of Physiotherapy? The Chartered Society of Physiotherapy (CSP) is the professional, educational and trade union body for the UK's c65,000 chartered physiotherapists, physiotherapy students and support workers; and one of the largest representative bodies in healthcare. We are proud to have been awarded the 2022 Best Companies One to Watch accreditation. At the CSP our goal is to create a culture which is characterised by innovation, respect, encouragement, passion and teamwork. We all strive for continuous improvement and to be the best at everything we do. We aspire to work in a way that embodies our values of learning, courage, inclusive and integrity. Our shared values are part of our organisational DNA and reflect the expectations we have of ourselves and others. They guide what we do and how we do it to have the greatest impact for our members. Please click here for further information. We offer an excellent benefits package, including 27 days of annual leave, plus a Christmas office closure. We offer a competitive pension scheme (12% employer), life assurance at four times the annual salary, and extensive health and well-being support, including occupational health services, a 24/7 employee assistance program, and up to eight free counseling sessions per year. Additional benefits include enhanced family leave, company sick pay from day one, and financial support options such as season ticket loans and a cycle-to-work scheme. Employees also receive eye care support, flu vaccination vouchers, and access to CSP Plus discounts on a range of products and services. The CSP operates hybrid working where employees can work between their home and the office. Through discussions with line managers, the CSP encourages employees to decide how, when and where they work best in a way that balances the needs of the CSP, the team and themselves. The current expectation is that employees will travel to the office one day per week on a Wednesday. Homeworking is subject to meeting homeworking assessment requirements, which includes a minimum broadband speed of 18Mbps. To enable our employees to balance their individual, family and work-life, we would be happy to discuss flexible working arrangements with shortlisted candidates (subject to business needs). To apply for the role please click on the 'Apply online' tab below and complete the online application form. CVs will not be accepted. Closing date: 10am, 26 February 2025. Interview dates: 6 or 10 March 2025. If you require any adjustments during the application stage, please email the Human Resources team at The CSP is committed to equity of opportunity, aiming to provide a working and learning environment free from discrimination. We are taking appropriate steps to create a workforce that reflects the diverse society in which we work and live in. Therefore, we particularly encourage applications from candidates under-represented in the CSP's workforce, including those from Black, Asian and minority ethnic backgrounds, those with disabilities and LGBTQIA+ people. Please note, all candidates will be expected to actively demonstrate their commitment to Equity, Diversity, and Belonging throughout the application and interview stages. To view our equity, diversity and belonging strategy, please click here . NO AGENCIES
Feb 18, 2025
Full time
£56,401 per annum (rising to £58,150 per annum in April 2025) 35 hours per week Fixed-Term Contract - 15 months maternity cover London based with the option of hybrid working in the office and from home We're looking for an expert and experienced Financial Planning & Analysis Manager to join and support the Chartered Society of Physiotherapy's finance team at an exciting time of financial transformation. Are you: A leader and collaborator, looking for an outstanding opportunity to lead on financial transformation across the organisation? A solutions focussed and big picture thinker, who is able to challenge and shape the next stage of our financial strategy, working directly with our Leadership Team? Driven and passionate about building effective relationships and maximising value for money? Able to challenge well and support financial skills development at all levels across the organisation? A values-led and trusted people leader with strong technical and line management skills? If so, we want to hear from you! About the role We are seeking an expert and experienced Financial Planning & Analysis (FP&A) Manager to join our ambitious finance team during an exciting period of financial transformation across a £25m trade union and two associated charities. As part of our new finance strategy, we are embedding long term planning and modelling across the organisation during a time of significant change. We are designing and rolling out sophisticated reporting and analysis, working directly with the Leadership Team on high profile finance transformation projects. With a new finance system in place and more systems development in progress, we need you to maximise these products to improve our financial analysis, long-term modelling and planning and build financial confidence and literacy at all levels. As the FP&A Manager, you will lead on business partnering across the organisation and our two associated charities. You will lead on budgeting, forecasting and business modelling, to support the organisation to maximise strategic impact and minimise risk. With excellent modelling, people management and communication skills, you will lead all organisational financial reporting and presentations, improve and roll out new analysis and dashboards and lead long term planning projects, whilst continually reviewing the wider business envirionment to identify any potential opportunities and threats. As a senior finance expert within the organsiation, you will bring technical expertise, resilience, excellent communication and influencing skills. You will be a strong people leader who is able to bring others along with you, acting as a trainer and a coach to improve the financial understanding and enable stakeholders to understand and make effective financial decisions. For an informal discussion about the role, please contact Shona Tchilingirian, at Why work for the Chartered Society of Physiotherapy? The Chartered Society of Physiotherapy (CSP) is the professional, educational and trade union body for the UK's c65,000 chartered physiotherapists, physiotherapy students and support workers; and one of the largest representative bodies in healthcare. We are proud to have been awarded the 2022 Best Companies One to Watch accreditation. At the CSP our goal is to create a culture which is characterised by innovation, respect, encouragement, passion and teamwork. We all strive for continuous improvement and to be the best at everything we do. We aspire to work in a way that embodies our values of learning, courage, inclusive and integrity. Our shared values are part of our organisational DNA and reflect the expectations we have of ourselves and others. They guide what we do and how we do it to have the greatest impact for our members. Please click here for further information. We offer an excellent benefits package, including 27 days of annual leave, plus a Christmas office closure. We offer a competitive pension scheme (12% employer), life assurance at four times the annual salary, and extensive health and well-being support, including occupational health services, a 24/7 employee assistance program, and up to eight free counseling sessions per year. Additional benefits include enhanced family leave, company sick pay from day one, and financial support options such as season ticket loans and a cycle-to-work scheme. Employees also receive eye care support, flu vaccination vouchers, and access to CSP Plus discounts on a range of products and services. The CSP operates hybrid working where employees can work between their home and the office. Through discussions with line managers, the CSP encourages employees to decide how, when and where they work best in a way that balances the needs of the CSP, the team and themselves. The current expectation is that employees will travel to the office one day per week on a Wednesday. Homeworking is subject to meeting homeworking assessment requirements, which includes a minimum broadband speed of 18Mbps. To enable our employees to balance their individual, family and work-life, we would be happy to discuss flexible working arrangements with shortlisted candidates (subject to business needs). To apply for the role please click on the 'Apply online' tab below and complete the online application form. CVs will not be accepted. Closing date: 10am, 26 February 2025. Interview dates: 6 or 10 March 2025. If you require any adjustments during the application stage, please email the Human Resources team at The CSP is committed to equity of opportunity, aiming to provide a working and learning environment free from discrimination. We are taking appropriate steps to create a workforce that reflects the diverse society in which we work and live in. Therefore, we particularly encourage applications from candidates under-represented in the CSP's workforce, including those from Black, Asian and minority ethnic backgrounds, those with disabilities and LGBTQIA+ people. Please note, all candidates will be expected to actively demonstrate their commitment to Equity, Diversity, and Belonging throughout the application and interview stages. To view our equity, diversity and belonging strategy, please click here . NO AGENCIES
Suits Me
Complaints Handler
Suits Me City, Manchester
Complaints Handler Reporting to Our Legal and Commercial Director, you will be required to work closely with the Customer Care Team Shift Managers and our Service Provider Business Partner to ensure that Suits Me Ltd is meeting the requirements set by the Financial Conduct Authority. This is a full time, office based position. The Complaints Officer will play a vital role within the organisation, providing a key point of contact for complainants and representatives. The post holder will develop good working relationships with complainants, providing them with clear support and guidance as needed, and facilitate handling of their complaint to ensure that, using information provided by our Customer Care Team and/or our Payment Services Business Partner following investigation, their questions and concerns are adequately addressed. To investigate, recommend action, and respond to complaints, ensuring the highest possible standard of service is provided to customers. As an extension of the Compliance Team, the post holder will continually feedback to Our Legal and Commercial Director and our Client Services Director to help review systems in place and improve the efficiency of our service and the learning from complaints. Through analysis of Root Cause associated with Complaints, under the guidance of the Legal and Commercial Director, the post holder will identify potential/actual risks associated with complaints and liaise with Customer Care Shift Managers and Compliance/Safeguarding Managers to reduce risk and improve service delivery. The post is suitable for someone with a keen eye for detail and is passionate about treating customers fairly. Experience in complaints handling, letter writing and/or experience of working in a problem-solving customer service role, will be able to communicate effectively with people at all levels of the organisation, including working with Senior Management and with complainants who may be vulnerable, distressed or frustrated. The post holder will: • Ensure accurate recording, tracking, monitoring, reporting and analysis of all complaints made to the Customer Care Team in line with GDPR requirements. Reporting to the Compliance function who will act as 2nd line of defence and responsible for the monitoring of Complaints Handling for the business. • Ensure that they investigate complaints thoroughly, communicating respectfully and empathetically with complainants within regulatory timescales. • Contribute to the development and implementation of corporate policies to improve customer satisfaction and complaints handling. • Flag any system changes that may be required to improve service delivery. Description of Duties To register, formally acknowledge, investigate and respond to complaints on behalf of the Suits Me Ltd Customer Care Department in line with GDPR and FCA guidelines and Suits Me Ltd Customer Complaints Policy and Procedures. Thoroughly investigate complaints including reviewing and assessing system notes, documents, telephone call recordings, email/letter contact with complainants and/or representatives. Liaison with our Payment Services Provider as necessary via appropriate Compliance Dept channels. Will use initiative and discretion in their day to day working mindful of our Vulnerable Customer Policy and procedures as they may deal with sensitive or contentious issues and be speaking with complainants who may be angry or upset. Maintain the Complaints Register to a high standard, capture and provide accurate Management Information on complaints and root cause analysis within required timescales. Responsible for keeping up to date with changes to procedures and processes. Will contribute to our environment of continuous improvement by assisting with the coaching and training of our Customer Care Advisors and Safeguarding Advisors as required (complaints focused). About Suits Me Suits Me is an award-winning, ethical, and cutting edge fintech business based in a rural setting near Knutsford, Cheshire. We are a UK award-winning alternative banking solution with financial inclusion and equality of opportunities sitting at the heart of Suits Me. We are currently within an exciting period of growth. Since 2015, we have onboarded over 125,000 customers with 2020 seeing a 229% growth in account holders. Suits Me operates within both B2B and B2C sectors in the UK and currently working towards European & global expansion. (B2C) For our account holders, we offer an alternative to traditional banking accounts with a contactless Master Card debit card, a full range of banking features and cashback rewards for consumers and for our business partners, a safe and secure portal in order to create new accounts for their unbanked workers quickly and easily. (B2B) Suits Me offers a payment solution providing the UKs only specialised client portal allowing recruiters, employers and credit unions to open accounts for their employees, candidates and members within minutes! Providing a safe and secure streamlined solution for business payroll, enabling companies to no longer pay in cash, cheque or into family and friends accounts. Instead, paying using a compliant method, straight into a personal account while helping to safeguard payees and aid in combatting and eliminating modern slavery.
Feb 17, 2025
Full time
Complaints Handler Reporting to Our Legal and Commercial Director, you will be required to work closely with the Customer Care Team Shift Managers and our Service Provider Business Partner to ensure that Suits Me Ltd is meeting the requirements set by the Financial Conduct Authority. This is a full time, office based position. The Complaints Officer will play a vital role within the organisation, providing a key point of contact for complainants and representatives. The post holder will develop good working relationships with complainants, providing them with clear support and guidance as needed, and facilitate handling of their complaint to ensure that, using information provided by our Customer Care Team and/or our Payment Services Business Partner following investigation, their questions and concerns are adequately addressed. To investigate, recommend action, and respond to complaints, ensuring the highest possible standard of service is provided to customers. As an extension of the Compliance Team, the post holder will continually feedback to Our Legal and Commercial Director and our Client Services Director to help review systems in place and improve the efficiency of our service and the learning from complaints. Through analysis of Root Cause associated with Complaints, under the guidance of the Legal and Commercial Director, the post holder will identify potential/actual risks associated with complaints and liaise with Customer Care Shift Managers and Compliance/Safeguarding Managers to reduce risk and improve service delivery. The post is suitable for someone with a keen eye for detail and is passionate about treating customers fairly. Experience in complaints handling, letter writing and/or experience of working in a problem-solving customer service role, will be able to communicate effectively with people at all levels of the organisation, including working with Senior Management and with complainants who may be vulnerable, distressed or frustrated. The post holder will: • Ensure accurate recording, tracking, monitoring, reporting and analysis of all complaints made to the Customer Care Team in line with GDPR requirements. Reporting to the Compliance function who will act as 2nd line of defence and responsible for the monitoring of Complaints Handling for the business. • Ensure that they investigate complaints thoroughly, communicating respectfully and empathetically with complainants within regulatory timescales. • Contribute to the development and implementation of corporate policies to improve customer satisfaction and complaints handling. • Flag any system changes that may be required to improve service delivery. Description of Duties To register, formally acknowledge, investigate and respond to complaints on behalf of the Suits Me Ltd Customer Care Department in line with GDPR and FCA guidelines and Suits Me Ltd Customer Complaints Policy and Procedures. Thoroughly investigate complaints including reviewing and assessing system notes, documents, telephone call recordings, email/letter contact with complainants and/or representatives. Liaison with our Payment Services Provider as necessary via appropriate Compliance Dept channels. Will use initiative and discretion in their day to day working mindful of our Vulnerable Customer Policy and procedures as they may deal with sensitive or contentious issues and be speaking with complainants who may be angry or upset. Maintain the Complaints Register to a high standard, capture and provide accurate Management Information on complaints and root cause analysis within required timescales. Responsible for keeping up to date with changes to procedures and processes. Will contribute to our environment of continuous improvement by assisting with the coaching and training of our Customer Care Advisors and Safeguarding Advisors as required (complaints focused). About Suits Me Suits Me is an award-winning, ethical, and cutting edge fintech business based in a rural setting near Knutsford, Cheshire. We are a UK award-winning alternative banking solution with financial inclusion and equality of opportunities sitting at the heart of Suits Me. We are currently within an exciting period of growth. Since 2015, we have onboarded over 125,000 customers with 2020 seeing a 229% growth in account holders. Suits Me operates within both B2B and B2C sectors in the UK and currently working towards European & global expansion. (B2C) For our account holders, we offer an alternative to traditional banking accounts with a contactless Master Card debit card, a full range of banking features and cashback rewards for consumers and for our business partners, a safe and secure portal in order to create new accounts for their unbanked workers quickly and easily. (B2B) Suits Me offers a payment solution providing the UKs only specialised client portal allowing recruiters, employers and credit unions to open accounts for their employees, candidates and members within minutes! Providing a safe and secure streamlined solution for business payroll, enabling companies to no longer pay in cash, cheque or into family and friends accounts. Instead, paying using a compliant method, straight into a personal account while helping to safeguard payees and aid in combatting and eliminating modern slavery.
Equity Hybrids Trader
Citigroup Inc.
Citi is looking to hire an Equity Hybrids trader. Your role as a trader will be to price and trade a variety of equity products for the Citi franchise as well as grow the desk's revenue, whilst looking to expand on Citi's well-established franchise and distribution footprint. By joining this desk, you will be responsible for managing complex risk in the cross-asset trading book across long-dated callables and short-dated leveraged structures. This role requires an individual who can balance long-term growth potential with short-term, high-risk opportunities, which requires complex strategical thinking and a deep understanding of market trends, volatility, and risk management. You will also be expected to lead and support projects to enhance the existing trading strategies by incorporating additional instruments and dynamic procedures. What you will do will be varied day to day, but the key drivers for the role are: Responsible for successfully trading your own book, generating value and maximizing market opportunities. Responsible for flashing the P&L, signing off the P&L the following day, and making sure that all risks are properly captured in the system and clearly articulated. Act as the main point of contact to guide Technology and Quantitative Analytics for IT/Model developments. Liaise with sales to develop the franchise, anticipating client demand in each respective product/market. Primary clients would be both Global Hedge Funds and Global Asset Managers. Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency. What we will need from you: This is not an entry-level role, so the successful candidate will need to have traded in the past and have experience in managing cross-asset volatility, correlation risk, and preferably rate or cross-asset callable structures. A strong command over probability and logic from a mathematical perspective. Experience of working closely with Sales, Research, and other organizations across Markets to provide market liquidity and help build the Citi franchise through the monetization of client flows. Clear and concise written and verbal communication and effective interpersonal skills to develop and maintain relationships with internal and external stakeholders. A strong understanding of Bloomberg, booking systems, trading protocol, and closing technicalities. Python, VBA, Bloomberg & Excel would be advantageous but not required. What we will provide you: This role will provide you with the opportunity to grow a product line within equities, leveraging a strong franchise. You will work closely with many senior stakeholders across the markets platform in a bank that offers a diverse career path with global opportunities. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model but also receive a competitive base salary and enjoy a whole host of additional benefits such as: 27 days annual leave (plus bank holidays) A discretional annual performance-related bonus Private Medical Care & Life Insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorized as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity, and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks, and other background screening checks. Job Family Group: Institutional Trading Job Family: Trading Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting .
Feb 15, 2025
Full time
Citi is looking to hire an Equity Hybrids trader. Your role as a trader will be to price and trade a variety of equity products for the Citi franchise as well as grow the desk's revenue, whilst looking to expand on Citi's well-established franchise and distribution footprint. By joining this desk, you will be responsible for managing complex risk in the cross-asset trading book across long-dated callables and short-dated leveraged structures. This role requires an individual who can balance long-term growth potential with short-term, high-risk opportunities, which requires complex strategical thinking and a deep understanding of market trends, volatility, and risk management. You will also be expected to lead and support projects to enhance the existing trading strategies by incorporating additional instruments and dynamic procedures. What you will do will be varied day to day, but the key drivers for the role are: Responsible for successfully trading your own book, generating value and maximizing market opportunities. Responsible for flashing the P&L, signing off the P&L the following day, and making sure that all risks are properly captured in the system and clearly articulated. Act as the main point of contact to guide Technology and Quantitative Analytics for IT/Model developments. Liaise with sales to develop the franchise, anticipating client demand in each respective product/market. Primary clients would be both Global Hedge Funds and Global Asset Managers. Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency. What we will need from you: This is not an entry-level role, so the successful candidate will need to have traded in the past and have experience in managing cross-asset volatility, correlation risk, and preferably rate or cross-asset callable structures. A strong command over probability and logic from a mathematical perspective. Experience of working closely with Sales, Research, and other organizations across Markets to provide market liquidity and help build the Citi franchise through the monetization of client flows. Clear and concise written and verbal communication and effective interpersonal skills to develop and maintain relationships with internal and external stakeholders. A strong understanding of Bloomberg, booking systems, trading protocol, and closing technicalities. Python, VBA, Bloomberg & Excel would be advantageous but not required. What we will provide you: This role will provide you with the opportunity to grow a product line within equities, leveraging a strong franchise. You will work closely with many senior stakeholders across the markets platform in a bank that offers a diverse career path with global opportunities. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model but also receive a competitive base salary and enjoy a whole host of additional benefits such as: 27 days annual leave (plus bank holidays) A discretional annual performance-related bonus Private Medical Care & Life Insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorized as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity, and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks, and other background screening checks. Job Family Group: Institutional Trading Job Family: Trading Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting .
Head of CCB Business & Professional Services - UK, Europe, Middle East & Africa at Citi
Illinois CPA Society
The Citi Commercial Bank ("CCB") Head of Business & Professional Services ("BPS") for Europe, Middle East & Africa ("MEA") and United Kingdom ("UK") manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products, and services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the business. Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget, and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be involved or responsible for diverse (cross-discipline) activities. Alternative European locations could be considered depending on the profile of the candidate. RESPONSIBILITIES: Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Execution of strategic initiatives launched centrally at all levels of the franchise. Oversee client credit relationships, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes. Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times. This people leadership role is responsible for leading a team of managers of Relationship Managers (RMs). These RMs are responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CCB's value proposition. Attracting, retaining and motivating a team, along with responsibility for managing a budget and meeting team sales goals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. QUALIFICATIONS: Significant relevant experience. In-depth knowledge of all aspects of commercial banking, including strong commercial credit knowledge and an ability to quickly learn new products and services. Knowledge and understanding of the market, competitors, and the franchise in the covered region. Possesses sound judgment and is creative in providing solutions to bank clients, across the entire set of Citi capabilities (including Services, markets, lending and Investment Banking). Significant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactions. Intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a Senior Credit Officer. Ability to work effectively in team setting. Able to effectively interact with a variety of internal and external constituencies. Proven track record of successfully managing and leading teams through complex change; a reputation for retaining, attracting and developing talent. Proven leadership ability with excellent interpersonal communication skills. Must be able to express a sound opinion, able to agreeably present another viewpoint. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations, and may include budget approval. Must have a sharp business development focus and demonstrate innovative approaches. Able to quickly adapt priorities based on the latest data insights. EDUCATION: Bachelor's/University degree, Master's degree preferred and managerial experience Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Commercial and Business Sales Job Family: Relationship Management Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Feb 15, 2025
Full time
The Citi Commercial Bank ("CCB") Head of Business & Professional Services ("BPS") for Europe, Middle East & Africa ("MEA") and United Kingdom ("UK") manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products, and services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the business. Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget, and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be involved or responsible for diverse (cross-discipline) activities. Alternative European locations could be considered depending on the profile of the candidate. RESPONSIBILITIES: Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. Execution of strategic initiatives launched centrally at all levels of the franchise. Oversee client credit relationships, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes. Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times. This people leadership role is responsible for leading a team of managers of Relationship Managers (RMs). These RMs are responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CCB's value proposition. Attracting, retaining and motivating a team, along with responsibility for managing a budget and meeting team sales goals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. QUALIFICATIONS: Significant relevant experience. In-depth knowledge of all aspects of commercial banking, including strong commercial credit knowledge and an ability to quickly learn new products and services. Knowledge and understanding of the market, competitors, and the franchise in the covered region. Possesses sound judgment and is creative in providing solutions to bank clients, across the entire set of Citi capabilities (including Services, markets, lending and Investment Banking). Significant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactions. Intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a Senior Credit Officer. Ability to work effectively in team setting. Able to effectively interact with a variety of internal and external constituencies. Proven track record of successfully managing and leading teams through complex change; a reputation for retaining, attracting and developing talent. Proven leadership ability with excellent interpersonal communication skills. Must be able to express a sound opinion, able to agreeably present another viewpoint. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations, and may include budget approval. Must have a sharp business development focus and demonstrate innovative approaches. Able to quickly adapt priorities based on the latest data insights. EDUCATION: Bachelor's/University degree, Master's degree preferred and managerial experience Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Commercial and Business Sales Job Family: Relationship Management Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Ratings Associate - Structured Finance Group
Griffin Fire
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are - with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies: Minimum undergraduate/first-level degree (e.g. Bachelor's Degree, or equivalent qualifications) with strong academic performance (in the US, minimum GPA of 3.0). Some relevant experience (including internships) is preferred. Excellent verbal, written communication, and interpersonal skills. Proficient in MS Excel, Word, and PowerPoint. Proactive and able to work effectively in a collaborative team environment. Strong organization skills, analytical thinking, and attention to detail. Ability to adapt to a changing environment and prioritize tasks accordingly. Some understanding of fixed income markets and/or credit knowledge is preferred. Python and SQL skills preferred. Finance, mathematics, statistics background preferred. Education: Minimum undergraduate/first-level degree (e.g. Bachelor's Degree, or equivalent qualifications) with strong academic performance. Availability to start in Q1 2025. Responsibilities Portfolio Management & Credit Quality Working with lead analysts by performing day-to-day credit analysis related to ratings, research, presentations, and investor outreach. Examples of analytical work may include: Reviewing financial spreadsheets and charts, analyzing data and financial statements, building and updating financial forecasts, and writing analytical commentary in accordance with Moody's methodologies. Assisting with proprietary models and new financial projections as applicable, identifying trends in data, and applying analytical skills and judgment to form well-reasoned credit conclusions. Developing a working knowledge of credit fundamentals through a review of components such as transaction documentation, cash flow analysis, or loss allocation rules. Performing analytical tasks related to portfolio reviews and other credit projects. Developing a working knowledge of Moody's methodologies and credit rating best practices, and applying these with guidance from lead analysts. Collaborating with lead analysts in preparing the first draft of rating committee memos. Developing the ability to understand and identify key factors that affect issuer credit ratings. Interpreting and analyzing financial data and other credit inputs provided by internal and external parties. Monitoring credit quality and issuer and/or industry trends by following market developments and relevant news events, analyzing issuer reporting (including, in some rating groups monitoring and attending earnings calls), and engaging with issuers directly for follow-up clarification and information. Attending and participating in rating committee meetings, including to offer analysis and opinion where appropriate. Preparing credit estimates analysis used to assess elements of credit risk in certain rated transactions. Research, Investor Outreach & Market Interaction Contributing to the first draft of core research (such as credit opinions, issuer and sector comments, press releases, pre-sale, and new issue reports) in collaboration with lead analysts. Contributing to research strategy, including idea generation and preliminary drafting, and adhering to Moody's research standards. Attending investor briefings and issuer meetings as required; helping prepare presentation materials in some cases; arriving prepared to engage in discussions. Building positive relationships with issuers displaying initiative to understand the issuer's business and proactively responding to issuer inquiries. Credit Administration Operating applicable ratings and research systems and utilizing software specific to the rating group. Demonstrating sound understanding and judgment in applying Moody's processes, documentation standards, and best practices, and adhering to all laws and policies. Coaching & Guidance Providing guidance in the delegation of work to the data processing team. Actively managing workload pipeline to provide sufficient time for completion. Seeking guidance from the manager where needed to determine how to prioritize work. Providing feedback to the manager on the quality and accuracy of work produced by the data processing team, while providing constructive and proactive feedback. Risk Identification and Escalation Ensure compliance with applicable laws, regulations, policies, and procedures to certify relevant key codes as required. Complete mandatory required training in a timely manner. Awareness of Moody's risk management approach. Increase awareness of cyber risks and avoidance of vulnerabilities e.g., e-mail use (phishing malware). Ensure high quality of work free of errors. The Role: The Rating Associate will work with lead analysts in assigning and monitoring credit ratings; researching, drafting, and publishing research; and other activities. The Rating Associate will perform an evaluation of credit risk by integrating credit risk inputs prepared by internal and external parties. In conducting credit analysis for their assigned credits, transactions, or credit reviews. The Rating Associate is expected to participate in rating committee discussions and interact with issuers and other market participants, in collaboration with lead analysts. The Rating Associate role is integral to Moody's focus on ratings accuracy, research, and market outreach. The Rating Associate role will typically focus primarily on one rating group, with the potential for cross-training in and/or work for other rating groups. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.
Feb 13, 2025
Full time
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are - with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies: Minimum undergraduate/first-level degree (e.g. Bachelor's Degree, or equivalent qualifications) with strong academic performance (in the US, minimum GPA of 3.0). Some relevant experience (including internships) is preferred. Excellent verbal, written communication, and interpersonal skills. Proficient in MS Excel, Word, and PowerPoint. Proactive and able to work effectively in a collaborative team environment. Strong organization skills, analytical thinking, and attention to detail. Ability to adapt to a changing environment and prioritize tasks accordingly. Some understanding of fixed income markets and/or credit knowledge is preferred. Python and SQL skills preferred. Finance, mathematics, statistics background preferred. Education: Minimum undergraduate/first-level degree (e.g. Bachelor's Degree, or equivalent qualifications) with strong academic performance. Availability to start in Q1 2025. Responsibilities Portfolio Management & Credit Quality Working with lead analysts by performing day-to-day credit analysis related to ratings, research, presentations, and investor outreach. Examples of analytical work may include: Reviewing financial spreadsheets and charts, analyzing data and financial statements, building and updating financial forecasts, and writing analytical commentary in accordance with Moody's methodologies. Assisting with proprietary models and new financial projections as applicable, identifying trends in data, and applying analytical skills and judgment to form well-reasoned credit conclusions. Developing a working knowledge of credit fundamentals through a review of components such as transaction documentation, cash flow analysis, or loss allocation rules. Performing analytical tasks related to portfolio reviews and other credit projects. Developing a working knowledge of Moody's methodologies and credit rating best practices, and applying these with guidance from lead analysts. Collaborating with lead analysts in preparing the first draft of rating committee memos. Developing the ability to understand and identify key factors that affect issuer credit ratings. Interpreting and analyzing financial data and other credit inputs provided by internal and external parties. Monitoring credit quality and issuer and/or industry trends by following market developments and relevant news events, analyzing issuer reporting (including, in some rating groups monitoring and attending earnings calls), and engaging with issuers directly for follow-up clarification and information. Attending and participating in rating committee meetings, including to offer analysis and opinion where appropriate. Preparing credit estimates analysis used to assess elements of credit risk in certain rated transactions. Research, Investor Outreach & Market Interaction Contributing to the first draft of core research (such as credit opinions, issuer and sector comments, press releases, pre-sale, and new issue reports) in collaboration with lead analysts. Contributing to research strategy, including idea generation and preliminary drafting, and adhering to Moody's research standards. Attending investor briefings and issuer meetings as required; helping prepare presentation materials in some cases; arriving prepared to engage in discussions. Building positive relationships with issuers displaying initiative to understand the issuer's business and proactively responding to issuer inquiries. Credit Administration Operating applicable ratings and research systems and utilizing software specific to the rating group. Demonstrating sound understanding and judgment in applying Moody's processes, documentation standards, and best practices, and adhering to all laws and policies. Coaching & Guidance Providing guidance in the delegation of work to the data processing team. Actively managing workload pipeline to provide sufficient time for completion. Seeking guidance from the manager where needed to determine how to prioritize work. Providing feedback to the manager on the quality and accuracy of work produced by the data processing team, while providing constructive and proactive feedback. Risk Identification and Escalation Ensure compliance with applicable laws, regulations, policies, and procedures to certify relevant key codes as required. Complete mandatory required training in a timely manner. Awareness of Moody's risk management approach. Increase awareness of cyber risks and avoidance of vulnerabilities e.g., e-mail use (phishing malware). Ensure high quality of work free of errors. The Role: The Rating Associate will work with lead analysts in assigning and monitoring credit ratings; researching, drafting, and publishing research; and other activities. The Rating Associate will perform an evaluation of credit risk by integrating credit risk inputs prepared by internal and external parties. In conducting credit analysis for their assigned credits, transactions, or credit reviews. The Rating Associate is expected to participate in rating committee discussions and interact with issuers and other market participants, in collaboration with lead analysts. The Rating Associate role is integral to Moody's focus on ratings accuracy, research, and market outreach. The Rating Associate role will typically focus primarily on one rating group, with the potential for cross-training in and/or work for other rating groups. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.
Financial Advisory, Manager / Associate Director
Tbwa Chiat/Day Inc Leeds, Yorkshire
Leeds The Role This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory and insolvency skills and experience. You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, lenders and shareholders of companies which are underperforming and/or facing any financial stress. Our North team has recently led a number of high profile regional insolvencies (including the Black Sheep Brewery, WN VTech and TXM Plant Administrations), as well as working on complex and challenging advisory assignments. We work with a full spectrum of companies from SME to PLC. As a Manager / Associate Director in the team, you will have the opportunity to work and lead on a diverse range of engagements across all sectors, with plenty of responsibility for leading workstreams, managing junior staff and supporting Directors and Senior Managing Directors in client-facing delivery. The Financial Advisory Team at Teneo Our global Financial Advisory business advises corporates, creditors and other financial stakeholders in all situations - from well-performing to stressed. No two situations are the same, and our advice and approach is tailored to each set of circumstances and client. Teneo guides companies and their stakeholders through periods of uncertainty and stress to create liquidity headroom, reduce costs, improve profitability, turnaround or exit underperforming businesses, assess options, address balance sheet stress, communicate appropriately with all stakeholders, more efficiently run their businesses and, ultimately, deliver certainty from uncertainty. Our expert team also brings market-leading experience in establishing and delivering contingency plans and insolvencies across multiple jurisdictions, providing credible fallback plans to protect value or helping to shape and affect a restructuring. Key Responsibilities Client service Preparation of engagement letter(s) and ensuring adherence to all compliance requirements. Manage parts of the engagement, providing support to the Senior Managing Director/Director in managing external stakeholders. Support management teams in preparing and challenging business plans, short term cash flow forecasts and turnaround/restructuring plans. Providing comprehensive financial restructuring and cash management services to identify working capital and other cash flow improvements. Reviewing and stress-testing integrated business plans, budgeting and forecasting models using a fact-based, data driven approach. Develop, analyse and present Financial Advisory options using input from other teams, e.g. tax analysis, sector and financial modelling. Liaise with the company's/lender's legal advisors to understand key aspects of legal documentation and also drive any documentation processes (term sheets, waivers, loan documentation, insolvency sale and trading agreements etc.) Developing and inputting into insolvency strategies. Delivering key aspects of insolvency assignments including trading, sales process, asset realisations, monitoring, reporting and liaising with the insolvency delivery team to ensure all statutory compliance completed. Apply an understanding of engagement economics, financial and risk management. Knowledge acquisition Build client relationship skills, sector knowledge and continue to develop leadership skills. Continue to build technical expertise, broader business advisory and people management skills. Understand the market, topical issues and our Financial Advisory propositions. People and leadership Support practice and talent development. Provide on-job coaching and development to staff. Develop junior staff outside of jobs through appraising and mentoring. Support wider Financial Advisory training initiatives. Manage diverse teams within an inclusive team culture where people are recognised for their contribution. Start to own elements of business development including actively supporting business development activities, building and expending your own contact network and supporting Director/Senior Managing Director-led marketing and sales activities. Participate in existing business development programmes and key client accounts. Identify opportunities to expand jobs as well as opportunities to provide wider Teneo services to existing clients. Take responsibility for leading marketing initiatives aimed at specific channels to market, or events. Take sector focus responsibilities. Key Skills & Experience Qualified accountant (ACA/ACCA or equivalent), both time and exam qualified. Restructuring experience gained either as an advisor within a professional services company, consultancy or bank. Understanding of financial statements and related data to assess historical financial performance and future outlook for client companies and prospects. Good understanding of the restructuring marketplace, its trends, and key players (principals and advisers). Very strong analytical skills, including: business analytics, business planning, short term cash flows, financing options. An understanding of insolvency legislation and practice, with experience working on insolvency assignments. Excellent interpersonal skills. Strong project management skills, with ability to lead teams and develop people. Ability to conduct business in fluent oral and written English is a pre-requisite. What can we offer you? New joiners are supported by an induction programme. As well as this we offer a whole host of benefits and reward including: 25 days holiday (plus an additional 3 days holiday over Christmas and one day to celebrate DE&I) Discretionary Bonus Scheme Cash benefits package Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Group Income Protection Life Assurance Cycle to work schemes Regular social, cultural and charitable activities About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world. Apply for this job indicates a required field First Name Last Name Email Phone Location (City) Resume/CV Please indicate your current salary Please indicate your salary expectation (GBP) Please indicate your current notice period Are you legally eligible to work in the UK? Select Will you now or in the future require visa sponsorship for employment at Teneo? Select Have been employed by Teneo before? Select UK Demographic Set Teneo are passionate about creating an inclusive workplace that promotes and values diversity. We ensure that all employees and candidates are treated fairly and we strive to ensure that our company is representative of all sections of society. We value people as individuals with diverse opinions, cultures, lifestyles and circumstances. Each employee should be respected and valued and able to give their best as a result. We want to ensure our workplace in London continues to be one where different voices are heard, valued and embraced - for the benefit of our employees and working culture, our clients and the quality of our work, as well as for the ultimate performance of our business. We are committed to equal opportunities for all and provide these opportunities irrespective of an individual's race, ethnic origin, disability, age, nationality, national origin, sex or sexual orientation, gender reassignment, pregnancy or maternity, religion or belief, marital status and social class. We oppose all forms of unlawful and unfair discrimination. In order for us to continue refining our policies, practices and ways of working to foster our desired culture, we need to collect data about our applicants during the recruitment process. Please complete our Equal Opportunities Form which will allow us to monitor and analyse our data. You are under no obligation to provide this data (for all selections there is a 'I do not wish to answer' option) but we can assure you that any information provided on this form will be treated as strictly confidential and will be used for statistical purposes only. It will not be seen by those involved in the selection process. You can find our privacy policy here. Teneo is committed to providing reasonable adjustments for qualified individuals with disabilities in our interview process. If you need assistance or an adjustment due to a disability, you may contact us at . click apply for full job details
Feb 13, 2025
Full time
Leeds The Role This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory and insolvency skills and experience. You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, lenders and shareholders of companies which are underperforming and/or facing any financial stress. Our North team has recently led a number of high profile regional insolvencies (including the Black Sheep Brewery, WN VTech and TXM Plant Administrations), as well as working on complex and challenging advisory assignments. We work with a full spectrum of companies from SME to PLC. As a Manager / Associate Director in the team, you will have the opportunity to work and lead on a diverse range of engagements across all sectors, with plenty of responsibility for leading workstreams, managing junior staff and supporting Directors and Senior Managing Directors in client-facing delivery. The Financial Advisory Team at Teneo Our global Financial Advisory business advises corporates, creditors and other financial stakeholders in all situations - from well-performing to stressed. No two situations are the same, and our advice and approach is tailored to each set of circumstances and client. Teneo guides companies and their stakeholders through periods of uncertainty and stress to create liquidity headroom, reduce costs, improve profitability, turnaround or exit underperforming businesses, assess options, address balance sheet stress, communicate appropriately with all stakeholders, more efficiently run their businesses and, ultimately, deliver certainty from uncertainty. Our expert team also brings market-leading experience in establishing and delivering contingency plans and insolvencies across multiple jurisdictions, providing credible fallback plans to protect value or helping to shape and affect a restructuring. Key Responsibilities Client service Preparation of engagement letter(s) and ensuring adherence to all compliance requirements. Manage parts of the engagement, providing support to the Senior Managing Director/Director in managing external stakeholders. Support management teams in preparing and challenging business plans, short term cash flow forecasts and turnaround/restructuring plans. Providing comprehensive financial restructuring and cash management services to identify working capital and other cash flow improvements. Reviewing and stress-testing integrated business plans, budgeting and forecasting models using a fact-based, data driven approach. Develop, analyse and present Financial Advisory options using input from other teams, e.g. tax analysis, sector and financial modelling. Liaise with the company's/lender's legal advisors to understand key aspects of legal documentation and also drive any documentation processes (term sheets, waivers, loan documentation, insolvency sale and trading agreements etc.) Developing and inputting into insolvency strategies. Delivering key aspects of insolvency assignments including trading, sales process, asset realisations, monitoring, reporting and liaising with the insolvency delivery team to ensure all statutory compliance completed. Apply an understanding of engagement economics, financial and risk management. Knowledge acquisition Build client relationship skills, sector knowledge and continue to develop leadership skills. Continue to build technical expertise, broader business advisory and people management skills. Understand the market, topical issues and our Financial Advisory propositions. People and leadership Support practice and talent development. Provide on-job coaching and development to staff. Develop junior staff outside of jobs through appraising and mentoring. Support wider Financial Advisory training initiatives. Manage diverse teams within an inclusive team culture where people are recognised for their contribution. Start to own elements of business development including actively supporting business development activities, building and expending your own contact network and supporting Director/Senior Managing Director-led marketing and sales activities. Participate in existing business development programmes and key client accounts. Identify opportunities to expand jobs as well as opportunities to provide wider Teneo services to existing clients. Take responsibility for leading marketing initiatives aimed at specific channels to market, or events. Take sector focus responsibilities. Key Skills & Experience Qualified accountant (ACA/ACCA or equivalent), both time and exam qualified. Restructuring experience gained either as an advisor within a professional services company, consultancy or bank. Understanding of financial statements and related data to assess historical financial performance and future outlook for client companies and prospects. Good understanding of the restructuring marketplace, its trends, and key players (principals and advisers). Very strong analytical skills, including: business analytics, business planning, short term cash flows, financing options. An understanding of insolvency legislation and practice, with experience working on insolvency assignments. Excellent interpersonal skills. Strong project management skills, with ability to lead teams and develop people. Ability to conduct business in fluent oral and written English is a pre-requisite. What can we offer you? New joiners are supported by an induction programme. As well as this we offer a whole host of benefits and reward including: 25 days holiday (plus an additional 3 days holiday over Christmas and one day to celebrate DE&I) Discretionary Bonus Scheme Cash benefits package Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Group Income Protection Life Assurance Cycle to work schemes Regular social, cultural and charitable activities About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world. Apply for this job indicates a required field First Name Last Name Email Phone Location (City) Resume/CV Please indicate your current salary Please indicate your salary expectation (GBP) Please indicate your current notice period Are you legally eligible to work in the UK? Select Will you now or in the future require visa sponsorship for employment at Teneo? Select Have been employed by Teneo before? Select UK Demographic Set Teneo are passionate about creating an inclusive workplace that promotes and values diversity. We ensure that all employees and candidates are treated fairly and we strive to ensure that our company is representative of all sections of society. We value people as individuals with diverse opinions, cultures, lifestyles and circumstances. Each employee should be respected and valued and able to give their best as a result. We want to ensure our workplace in London continues to be one where different voices are heard, valued and embraced - for the benefit of our employees and working culture, our clients and the quality of our work, as well as for the ultimate performance of our business. We are committed to equal opportunities for all and provide these opportunities irrespective of an individual's race, ethnic origin, disability, age, nationality, national origin, sex or sexual orientation, gender reassignment, pregnancy or maternity, religion or belief, marital status and social class. We oppose all forms of unlawful and unfair discrimination. In order for us to continue refining our policies, practices and ways of working to foster our desired culture, we need to collect data about our applicants during the recruitment process. Please complete our Equal Opportunities Form which will allow us to monitor and analyse our data. You are under no obligation to provide this data (for all selections there is a 'I do not wish to answer' option) but we can assure you that any information provided on this form will be treated as strictly confidential and will be used for statistical purposes only. It will not be seen by those involved in the selection process. You can find our privacy policy here. Teneo is committed to providing reasonable adjustments for qualified individuals with disabilities in our interview process. If you need assistance or an adjustment due to a disability, you may contact us at . click apply for full job details
Barclays
Director - Innovation Banking (LCL)
Barclays
Overall purpose of role Proactively contribute to UK Corporate Banking's asset growth ambitions Detailed innovation banking product knowledge, highly skilled in credit analysis, modelling and execution. Well versed in credit process and lifecycle. Accountable for the origination and execution of lending transactions. Independently leading structuring, due diligence and negotiations with clients. Identify debt and ancillary income opportunities through research and analytics and partnering with coverage team members. Support cross-selling of the bank's wider capabilities and help entrench strong and positive client relationships. Engage in client discussions on a broad spectrum of debt products and structures, including within the Investment Bank, thus providing referrals to the relevant product desks when appropriate. Work hand in hand with the execution teams and help develop the AVP and VP pool across both pitch content and execution. Drive content thought leadership and high-quality pitch materials to lead negotiations with clients and convert high-quality business across complex growth lending and M&A transactions. Support efficient collaboration with relevant internal teams: TM, Syndicate, Product Management, Coverage, Risk, Portfolio Management. Act as an ambassador for Barclays in the external KBI / VC market. Manage the capital of the bank, seeking to maximize returns for the risk and capital deployed. Maintain strong, collaborative engagement with Risk, providing appropriate challenge where necessary. Purpose of the role Manage debt relationships with high-value corporate clients and potential clients. Provide support to the bank's senior management team in setting strategic direction and managing debt structuring risk across the organization. Accountabilities Collaboration with account managers to structure, recommend and implement relevant debt products and services to existing and potential clients. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, and oversight of department efficiency and effectiveness. Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintaining the quality of external third-party services. Management of key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions. Monitoring the financial performance of each transaction completed as well as the wider debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Director Expectations Manage a business function, providing significant input to function-wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business-wide. Manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. For an individual contributor, lead organization-wide projects and act as a deep technical expert and thought leader, identifying new ways of working and collaborating cross-functionally. Train, guide and coach less experienced specialists and provide information affecting long-term profits, organizational risks, and strategic decisions. Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function-wide strategic initiatives. Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function. Escalate breaches of policies/procedures appropriately. Foster and guide compliance, ensuring regulations are observed and relevant processes are in place to facilitate adherence. Focus on the external environment, regulators, or advocacy groups to monitor and influence on behalf of Barclays, when appropriate. Demonstrate extensive knowledge of how the function integrates with the business division/group to achieve overall business objectives. Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector/functional knowledge, and insight into external market developments/initiatives. Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/sensitive situations. Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area. Negotiate with and influence stakeholders at a senior level both internally and externally. Act as principal contact point for key clients and counterparts in other functions/business divisions. Mandated as a spokesperson for the function and business division. All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Feb 13, 2025
Full time
Overall purpose of role Proactively contribute to UK Corporate Banking's asset growth ambitions Detailed innovation banking product knowledge, highly skilled in credit analysis, modelling and execution. Well versed in credit process and lifecycle. Accountable for the origination and execution of lending transactions. Independently leading structuring, due diligence and negotiations with clients. Identify debt and ancillary income opportunities through research and analytics and partnering with coverage team members. Support cross-selling of the bank's wider capabilities and help entrench strong and positive client relationships. Engage in client discussions on a broad spectrum of debt products and structures, including within the Investment Bank, thus providing referrals to the relevant product desks when appropriate. Work hand in hand with the execution teams and help develop the AVP and VP pool across both pitch content and execution. Drive content thought leadership and high-quality pitch materials to lead negotiations with clients and convert high-quality business across complex growth lending and M&A transactions. Support efficient collaboration with relevant internal teams: TM, Syndicate, Product Management, Coverage, Risk, Portfolio Management. Act as an ambassador for Barclays in the external KBI / VC market. Manage the capital of the bank, seeking to maximize returns for the risk and capital deployed. Maintain strong, collaborative engagement with Risk, providing appropriate challenge where necessary. Purpose of the role Manage debt relationships with high-value corporate clients and potential clients. Provide support to the bank's senior management team in setting strategic direction and managing debt structuring risk across the organization. Accountabilities Collaboration with account managers to structure, recommend and implement relevant debt products and services to existing and potential clients. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, and oversight of department efficiency and effectiveness. Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintaining the quality of external third-party services. Management of key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions. Monitoring the financial performance of each transaction completed as well as the wider debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Director Expectations Manage a business function, providing significant input to function-wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business-wide. Manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. For an individual contributor, lead organization-wide projects and act as a deep technical expert and thought leader, identifying new ways of working and collaborating cross-functionally. Train, guide and coach less experienced specialists and provide information affecting long-term profits, organizational risks, and strategic decisions. Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function-wide strategic initiatives. Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function. Escalate breaches of policies/procedures appropriately. Foster and guide compliance, ensuring regulations are observed and relevant processes are in place to facilitate adherence. Focus on the external environment, regulators, or advocacy groups to monitor and influence on behalf of Barclays, when appropriate. Demonstrate extensive knowledge of how the function integrates with the business division/group to achieve overall business objectives. Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector/functional knowledge, and insight into external market developments/initiatives. Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/sensitive situations. Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area. Negotiate with and influence stakeholders at a senior level both internally and externally. Act as principal contact point for key clients and counterparts in other functions/business divisions. Mandated as a spokesperson for the function and business division. All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Vice President, Growth Markets Origination - Central Asia Coverage (Fluent Russian)
MUFG
Vice President, Growth Markets Origination - Central Asia Coverage (Fluent Russian) Apply locations London time type Full time posted on Posted 15 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. MAIN PURPOSE OF THE ROLE The Vice President for Growth Markets is responsible, with a high degree of independence, for origination, maintenance and development of multi-product relationships with sovereign, financial institutions and corporate clients in Central Asia. As a member of the Growth Markets team, the Vice President will be responsible for ensuring that MUFG corporate clients receive exceptional service throughout the life of financing transactions, in accord with all relevant internal and regulatory processes, guidelines and standards. Within the Growth Markets desk, this position will be primarily dedicated to the Central Asian customer base but may, from time to time, include tasks related to supporting the Head of the Department in various initiatives relating to development of Growth Markets business line. KEY RESPONSIBILITIES Origination & Marketing: with a high degree of independence and supporting senior banker(s) to originate MUFG banking products and services to Central Asian clients. Work jointly with the product teams including DCM Loans, Structured Finance, Transaction Banking, Derivatives, etc. Establish, develop and maintain multi-product banking relationships with sovereign, financial institutions and corporate clients in Central Asia. Commercial relationships imply direct access to and communication with the client's Treasury, Corporate Finance and Commercial Operations functions. Overall relationship management comprises day-to-day coverage as well as strategic planning and forward-looking development of all commercial opportunities with designated clients. Marketing and coordination of all banking products proposed by MUFG and appropriate MUSI product teams- and participation in or leadership of all associated commercial discussions. Execution and operational oversight of all process relating to the origination of new transactions and maintenance of existing transactions for clients in Central Asia. Origination of new transactions encompasses the preparation, in coordination with appropriate colleagues, of all associated internal processes related to the application for and gaining of Credit approval. Accountability includes ensuring the delivery of all transaction management tasks associated with clients under the individual's responsibility including, for example, amendments and waivers associated with syndicated facilities. Independently prepare deal screening proposals, account plans, return calculations, client proposals, call memos and presentations. Support Relationship Managers in gathering market intelligence and target client research. Independently prepare credit applications. Execution and Negotiation: Take lead in negotiating with internal / external legal teams, borrowers, other bank syndicate members to ensure negotiation and timely execution of documentation to a consistently high standard, reflecting MUFG's preferred position as much as possible. Pre- and post-signing administration to ensure the smooth execution of Mandate and credit facility documentation. Provide general support to the wider team as may be required, including follow up with the different departments and divisions within the Bank (e.g. compliance, middle and back office planning related tasks, process waivers as appropriate, liaise with other business units). Provide general support to the Department Head, Team Heads as required from time to time, including the preparation/ update of strategy proposals and initiatives, financial data and business planning related activities. WORK EXPERIENCE Essential: Relevant industry exposure and corporate banking experience of at least 3-5 years. Preferred: Experience in Central Asia and similar markets. SKILLS AND EXPERIENCE Functional / Technical Competencies: Essential Fluency in spoken and written Russian. Good understanding of and familiarity with corporate and investment banking products, with a focus on Syndicated Lending, Transaction Banking, Debt Capital Markets, Rate & Commodity Derivatives, Export/Trade and Project Finance, and Blended Finance. Strong credit analysis skills. Adequate legal documentation experience. Experience with preparing client pitches and presentations. A can-do attitude and strong interpersonal skills are absolutely critical. Demonstrate commercial acumen, be results-oriented. Computer literacy, including core Microsoft modules e.g. Excel / PowerPoint. Able to communicate effectively with external and internal clients Knowledge of current affairs and strong interest in emerging markets developments, with particular focus on Central Asian geopolitical and economic landscape. Knowledge industry drivers and dynamics of any of the following industries: oil & gas, mining, renewable energy, petrochemicals, electricity generation and distribution, financial institutions, transport and infrastructure. Preferred: Knowledge of Uzbek, Kazakh or other Turkic languages would be an asset. Prior experience of living, working or travelling in Central Asia would be a strong plus. Understanding of principles of sustainable finance and ESG frameworks. Education / Qualifications: Essential Degree level educated or equivalent qualifications PERSONAL REQUIREMENTS Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills, the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment Strong numerical skills Excellent Microsoft Office skills We are open to considering flexible working requests in line with organisational requirements. MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership. We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Feb 07, 2025
Full time
Vice President, Growth Markets Origination - Central Asia Coverage (Fluent Russian) Apply locations London time type Full time posted on Posted 15 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. MAIN PURPOSE OF THE ROLE The Vice President for Growth Markets is responsible, with a high degree of independence, for origination, maintenance and development of multi-product relationships with sovereign, financial institutions and corporate clients in Central Asia. As a member of the Growth Markets team, the Vice President will be responsible for ensuring that MUFG corporate clients receive exceptional service throughout the life of financing transactions, in accord with all relevant internal and regulatory processes, guidelines and standards. Within the Growth Markets desk, this position will be primarily dedicated to the Central Asian customer base but may, from time to time, include tasks related to supporting the Head of the Department in various initiatives relating to development of Growth Markets business line. KEY RESPONSIBILITIES Origination & Marketing: with a high degree of independence and supporting senior banker(s) to originate MUFG banking products and services to Central Asian clients. Work jointly with the product teams including DCM Loans, Structured Finance, Transaction Banking, Derivatives, etc. Establish, develop and maintain multi-product banking relationships with sovereign, financial institutions and corporate clients in Central Asia. Commercial relationships imply direct access to and communication with the client's Treasury, Corporate Finance and Commercial Operations functions. Overall relationship management comprises day-to-day coverage as well as strategic planning and forward-looking development of all commercial opportunities with designated clients. Marketing and coordination of all banking products proposed by MUFG and appropriate MUSI product teams- and participation in or leadership of all associated commercial discussions. Execution and operational oversight of all process relating to the origination of new transactions and maintenance of existing transactions for clients in Central Asia. Origination of new transactions encompasses the preparation, in coordination with appropriate colleagues, of all associated internal processes related to the application for and gaining of Credit approval. Accountability includes ensuring the delivery of all transaction management tasks associated with clients under the individual's responsibility including, for example, amendments and waivers associated with syndicated facilities. Independently prepare deal screening proposals, account plans, return calculations, client proposals, call memos and presentations. Support Relationship Managers in gathering market intelligence and target client research. Independently prepare credit applications. Execution and Negotiation: Take lead in negotiating with internal / external legal teams, borrowers, other bank syndicate members to ensure negotiation and timely execution of documentation to a consistently high standard, reflecting MUFG's preferred position as much as possible. Pre- and post-signing administration to ensure the smooth execution of Mandate and credit facility documentation. Provide general support to the wider team as may be required, including follow up with the different departments and divisions within the Bank (e.g. compliance, middle and back office planning related tasks, process waivers as appropriate, liaise with other business units). Provide general support to the Department Head, Team Heads as required from time to time, including the preparation/ update of strategy proposals and initiatives, financial data and business planning related activities. WORK EXPERIENCE Essential: Relevant industry exposure and corporate banking experience of at least 3-5 years. Preferred: Experience in Central Asia and similar markets. SKILLS AND EXPERIENCE Functional / Technical Competencies: Essential Fluency in spoken and written Russian. Good understanding of and familiarity with corporate and investment banking products, with a focus on Syndicated Lending, Transaction Banking, Debt Capital Markets, Rate & Commodity Derivatives, Export/Trade and Project Finance, and Blended Finance. Strong credit analysis skills. Adequate legal documentation experience. Experience with preparing client pitches and presentations. A can-do attitude and strong interpersonal skills are absolutely critical. Demonstrate commercial acumen, be results-oriented. Computer literacy, including core Microsoft modules e.g. Excel / PowerPoint. Able to communicate effectively with external and internal clients Knowledge of current affairs and strong interest in emerging markets developments, with particular focus on Central Asian geopolitical and economic landscape. Knowledge industry drivers and dynamics of any of the following industries: oil & gas, mining, renewable energy, petrochemicals, electricity generation and distribution, financial institutions, transport and infrastructure. Preferred: Knowledge of Uzbek, Kazakh or other Turkic languages would be an asset. Prior experience of living, working or travelling in Central Asia would be a strong plus. Understanding of principles of sustainable finance and ESG frameworks. Education / Qualifications: Essential Degree level educated or equivalent qualifications PERSONAL REQUIREMENTS Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills, the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment Strong numerical skills Excellent Microsoft Office skills We are open to considering flexible working requests in line with organisational requirements. MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership. We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Vice President, Growth Markets Origination - Central Asia Coverage (Fluent Russian)
MUFG Bank, Ltd
Vice President, Growth Markets Origination - Central Asia Coverage (Fluent Russian) Apply locations London time type Full time posted on Posted 6 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. MAIN PURPOSE OF THE ROLE The Vice President for Growth Markets is responsible, with a high degree of independence, for origination, maintenance and development of multi-product relationships with sovereign, financial institutions and corporate clients in Central Asia. As a member of the Growth Markets team, the Vice President will be responsible for ensuring that MUFG corporate clients receive exceptional service throughout the life of financing transactions, in accord with all relevant internal and regulatory processes, guidelines and standards. Within the Growth Markets desk, this position will be primarily dedicated to the Central Asian customer base but may, from time to time, include tasks related to supporting the Head of the Department in various initiatives relating to development of Growth Markets business line. KEY RESPONSIBILITIES Origination & Marketing: with a high degree of independence and supporting senior banker(s) to originate MUFG banking products and services to Central Asian clients. Work jointly with the product teams including DCM Loans, Structured Finance, Transaction Banking, Derivatives, etc. Establish, develop and maintain multi-product banking relationships with sovereign, financial institutions and corporate clients in Central Asia. Commercial relationships imply direct access to and communication with the client's Treasury, Corporate Finance and Commercial Operations functions. Overall relationship management comprises day-to-day coverage as well as strategic planning and forward-looking development of all commercial opportunities with designated clients. Marketing and coordination of all banking products proposed by MUFG and appropriate MUSI product teams- and participation in or leadership of all associated commercial discussions. Execution and operational oversight of all process relating to the origination of new transactions and maintenance of existing transactions for clients in Central Asia. Origination of new transactions encompasses the preparation, in coordination with appropriate colleagues, of all associated internal processes related to the application for and gaining of Credit approval. Accountability includes ensuring the delivery of all transaction management tasks associated with clients under the individual's responsibility including, for example, amendments and waivers associated with syndicated facilities. Independently prepare deal screening proposals, account plans, return calculations, client proposals, call memos and presentations. Support Relationship Managers in gathering market intelligence and target client research. Independently prepare credit applications. Execution and Negotiation: Take lead in negotiating with internal / external legal teams, borrowers, other bank syndicate members to ensure negotiation and timely execution of documentation to a consistently high standard, reflecting MUFG's preferred position as much as possible. Pre- and post-signing administration to ensure the smooth execution of Mandate and credit facility documentation. Provide general support to the wider team as may be required, including follow up with the different departments and divisions within the Bank (e.g. compliance, middle and back office planning related tasks, process waivers as appropriate, liaise with other business units). Provide general support to the Department Head, Team Heads as required from time to time, including the preparation/ update of strategy proposals and initiatives, financial data and business planning related activities. WORK EXPERIENCE Essential: Relevant industry exposure and corporate banking experience of at least 3-5 years. Preferred: Experience in Central Asia and similar markets. SKILLS AND EXPERIENCE Functional / Technical Competencies: Essential Fluency in spoken and written Russian. Good understanding of and familiarity with corporate and investment banking products, with a focus on Syndicated Lending, Transaction Banking, Debt Capital Markets, Rate & Commodity Derivatives, Export/Trade and Project Finance, and Blended Finance. Strong credit analysis skills. Adequate legal documentation experience. Experience with preparing client pitches and presentations. A can-do attitude and strong interpersonal skills are absolutely critical. Demonstrate commercial acumen, be results-oriented. Computer literacy, including core Microsoft modules e.g. Excel / PowerPoint. Able to communicate effectively with external and internal clients Knowledge of current affairs and strong interest in emerging markets developments, with particular focus on Central Asian geopolitical and economic landscape. Knowledge industry drivers and dynamics of any of the following industries: oil & gas, mining, renewable energy, petrochemicals, electricity generation and distribution, financial institutions, transport and infrastructure. Preferred: Knowledge of Uzbek, Kazakh or other Turkic languages would be an asset. Prior experience of living, working or travelling in Central Asia would be a strong plus. Understanding of principles of sustainable finance and ESG frameworks. Education / Qualifications: Essential Degree level educated or equivalent qualifications PERSONAL REQUIREMENTS Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills, the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment Strong numerical skills Excellent Microsoft Office skills
Feb 04, 2025
Full time
Vice President, Growth Markets Origination - Central Asia Coverage (Fluent Russian) Apply locations London time type Full time posted on Posted 6 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. MAIN PURPOSE OF THE ROLE The Vice President for Growth Markets is responsible, with a high degree of independence, for origination, maintenance and development of multi-product relationships with sovereign, financial institutions and corporate clients in Central Asia. As a member of the Growth Markets team, the Vice President will be responsible for ensuring that MUFG corporate clients receive exceptional service throughout the life of financing transactions, in accord with all relevant internal and regulatory processes, guidelines and standards. Within the Growth Markets desk, this position will be primarily dedicated to the Central Asian customer base but may, from time to time, include tasks related to supporting the Head of the Department in various initiatives relating to development of Growth Markets business line. KEY RESPONSIBILITIES Origination & Marketing: with a high degree of independence and supporting senior banker(s) to originate MUFG banking products and services to Central Asian clients. Work jointly with the product teams including DCM Loans, Structured Finance, Transaction Banking, Derivatives, etc. Establish, develop and maintain multi-product banking relationships with sovereign, financial institutions and corporate clients in Central Asia. Commercial relationships imply direct access to and communication with the client's Treasury, Corporate Finance and Commercial Operations functions. Overall relationship management comprises day-to-day coverage as well as strategic planning and forward-looking development of all commercial opportunities with designated clients. Marketing and coordination of all banking products proposed by MUFG and appropriate MUSI product teams- and participation in or leadership of all associated commercial discussions. Execution and operational oversight of all process relating to the origination of new transactions and maintenance of existing transactions for clients in Central Asia. Origination of new transactions encompasses the preparation, in coordination with appropriate colleagues, of all associated internal processes related to the application for and gaining of Credit approval. Accountability includes ensuring the delivery of all transaction management tasks associated with clients under the individual's responsibility including, for example, amendments and waivers associated with syndicated facilities. Independently prepare deal screening proposals, account plans, return calculations, client proposals, call memos and presentations. Support Relationship Managers in gathering market intelligence and target client research. Independently prepare credit applications. Execution and Negotiation: Take lead in negotiating with internal / external legal teams, borrowers, other bank syndicate members to ensure negotiation and timely execution of documentation to a consistently high standard, reflecting MUFG's preferred position as much as possible. Pre- and post-signing administration to ensure the smooth execution of Mandate and credit facility documentation. Provide general support to the wider team as may be required, including follow up with the different departments and divisions within the Bank (e.g. compliance, middle and back office planning related tasks, process waivers as appropriate, liaise with other business units). Provide general support to the Department Head, Team Heads as required from time to time, including the preparation/ update of strategy proposals and initiatives, financial data and business planning related activities. WORK EXPERIENCE Essential: Relevant industry exposure and corporate banking experience of at least 3-5 years. Preferred: Experience in Central Asia and similar markets. SKILLS AND EXPERIENCE Functional / Technical Competencies: Essential Fluency in spoken and written Russian. Good understanding of and familiarity with corporate and investment banking products, with a focus on Syndicated Lending, Transaction Banking, Debt Capital Markets, Rate & Commodity Derivatives, Export/Trade and Project Finance, and Blended Finance. Strong credit analysis skills. Adequate legal documentation experience. Experience with preparing client pitches and presentations. A can-do attitude and strong interpersonal skills are absolutely critical. Demonstrate commercial acumen, be results-oriented. Computer literacy, including core Microsoft modules e.g. Excel / PowerPoint. Able to communicate effectively with external and internal clients Knowledge of current affairs and strong interest in emerging markets developments, with particular focus on Central Asian geopolitical and economic landscape. Knowledge industry drivers and dynamics of any of the following industries: oil & gas, mining, renewable energy, petrochemicals, electricity generation and distribution, financial institutions, transport and infrastructure. Preferred: Knowledge of Uzbek, Kazakh or other Turkic languages would be an asset. Prior experience of living, working or travelling in Central Asia would be a strong plus. Understanding of principles of sustainable finance and ESG frameworks. Education / Qualifications: Essential Degree level educated or equivalent qualifications PERSONAL REQUIREMENTS Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills, the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment Strong numerical skills Excellent Microsoft Office skills
Michael Page
Treasury Manager
Michael Page Leicester, Leicestershire
Opportunity to work for an industry leader Opportunity to work for a global organisation About Our Client Neovia is a global leader in third-party logistics, operating more than 100 facilities in 20 plus countries across six continents. For over 30 years, Neovia has combined an OEM mindset with real-world innovation to partner with, and solve complex logistics challenges for, leading companies in the automotive, industrial, aerospace and technology sectors. Neovia combines a rich heritage and track record of expertise with the entrepreneurial spirit of a rapidly evolving company. Their environment is agile, dynamic and fast-paced - a place where the skills and ideas of every employee are valued. Neovia are proud partners with some of the world's leading companies, helping them drive their businesses forward. As a result, Neovia sets high standards for performance and ethical behaviour. Every day, the business measures itself based on how it lives up to its vision, mission and core values. Together, they guide Neovia's conduct and drives team members to achieve continuous improvement and deliver strong results for their customers. Job Description Cash Management including: Daily cash positioning and providing support with account reconciliation and cash flow reporting Initiate Corporate funds transfer, including the ongoing funding of operating companies within the constraints of the Neovia Cash management structure FX spot dealing as required Intercompany liquidity management within the existing cash management structure Liquidity management within the external borrowing facilities. This will include drawdowns / repayments under the Revolving Credit Facility and securitization programs as required. Timely settlement of interest / fees to external parties relating to all external borrowing facilities and swaps; Maintaining local banking relationships Accounting & Controls: Maintain daily recording of IHB balances via Kyriba TMS Maintain the interest accruals / capitalization entries manually / via Kyriba in accordance with the Cash Pooling and various bi-lateral inter-co loan agreements Initiate the Monthly inter-company netting via Kyriba Ongoing monitoring of bank accounts to ensure proper controls in line with corporate policy (including seeking approval and logging of new authorised signors) Maintain a record of access to electronic banking systems and initiate changes in a timely manner to add, delete or reset users as required Maintain bank account inventory Ad-hoc Projects: Provide recurring / ad hoc cash reporting to ELT / Shareholders as required Assist with the integration of newly acquired businesses into Neovia's treasury structure, policies and controls Assist with the implementation of new treasury services Implementation of new Treasury Management System improvements/enhancements Identify and implement process improvement The Successful Applicant The successful individual should have broad experience within a large multinational corporation, particularly in areas pertaining to international treasury and finance such as multi-currency cash management & pooling, foreign exchange, cash forecasting, intercompany loan admin, M&A integration, utilization of electronic banking, treasury management systems and accounting. Solid Treasury / Finance background and / or credentials with an emphasis on treasury operations Treasury or Accounting qualification preferred Excellent financial analysis skills Confident to communicate and present to both internal and external stakeholders (senior management, peers, banks) and maintain relationships Able to manage multiple tasks simultaneously, working proactively in a deadline-driven environment Previous accounting experience or a strong understanding of accounting concepts is a strong plus Comfortable to work without direct supervision What's on Offer Ability to work remotely Opportunity to gain broad exposure across a global organisation The opportunity to utilise and develop operational treasury skills in a fast paced and evolving treasury function The trust and flexibility to self manage and work environment focused on output, not hours worked.
Dec 19, 2022
Full time
Opportunity to work for an industry leader Opportunity to work for a global organisation About Our Client Neovia is a global leader in third-party logistics, operating more than 100 facilities in 20 plus countries across six continents. For over 30 years, Neovia has combined an OEM mindset with real-world innovation to partner with, and solve complex logistics challenges for, leading companies in the automotive, industrial, aerospace and technology sectors. Neovia combines a rich heritage and track record of expertise with the entrepreneurial spirit of a rapidly evolving company. Their environment is agile, dynamic and fast-paced - a place where the skills and ideas of every employee are valued. Neovia are proud partners with some of the world's leading companies, helping them drive their businesses forward. As a result, Neovia sets high standards for performance and ethical behaviour. Every day, the business measures itself based on how it lives up to its vision, mission and core values. Together, they guide Neovia's conduct and drives team members to achieve continuous improvement and deliver strong results for their customers. Job Description Cash Management including: Daily cash positioning and providing support with account reconciliation and cash flow reporting Initiate Corporate funds transfer, including the ongoing funding of operating companies within the constraints of the Neovia Cash management structure FX spot dealing as required Intercompany liquidity management within the existing cash management structure Liquidity management within the external borrowing facilities. This will include drawdowns / repayments under the Revolving Credit Facility and securitization programs as required. Timely settlement of interest / fees to external parties relating to all external borrowing facilities and swaps; Maintaining local banking relationships Accounting & Controls: Maintain daily recording of IHB balances via Kyriba TMS Maintain the interest accruals / capitalization entries manually / via Kyriba in accordance with the Cash Pooling and various bi-lateral inter-co loan agreements Initiate the Monthly inter-company netting via Kyriba Ongoing monitoring of bank accounts to ensure proper controls in line with corporate policy (including seeking approval and logging of new authorised signors) Maintain a record of access to electronic banking systems and initiate changes in a timely manner to add, delete or reset users as required Maintain bank account inventory Ad-hoc Projects: Provide recurring / ad hoc cash reporting to ELT / Shareholders as required Assist with the integration of newly acquired businesses into Neovia's treasury structure, policies and controls Assist with the implementation of new treasury services Implementation of new Treasury Management System improvements/enhancements Identify and implement process improvement The Successful Applicant The successful individual should have broad experience within a large multinational corporation, particularly in areas pertaining to international treasury and finance such as multi-currency cash management & pooling, foreign exchange, cash forecasting, intercompany loan admin, M&A integration, utilization of electronic banking, treasury management systems and accounting. Solid Treasury / Finance background and / or credentials with an emphasis on treasury operations Treasury or Accounting qualification preferred Excellent financial analysis skills Confident to communicate and present to both internal and external stakeholders (senior management, peers, banks) and maintain relationships Able to manage multiple tasks simultaneously, working proactively in a deadline-driven environment Previous accounting experience or a strong understanding of accounting concepts is a strong plus Comfortable to work without direct supervision What's on Offer Ability to work remotely Opportunity to gain broad exposure across a global organisation The opportunity to utilise and develop operational treasury skills in a fast paced and evolving treasury function The trust and flexibility to self manage and work environment focused on output, not hours worked.
Shawbrook Bank
Underwriter
Shawbrook Bank
The Opportunity Shawbrook is a new type of specialist financial services company, combining the relentless focus on customer service and innovation you would expect from a fintech with the expertise and certainty of a bank. Shawbrook is driven by a purpose to solve complex problems that unlock opportunity for its rapidly growing customer base of over 300,000 UK consumers and businesses. Our success would not have been possible without our Team. Our people differentiate us from the competition through their deep sector knowledge, they are the life force of our business. Join Shawbrook because you: Want to help us deepen our industry sector knowledge, combining technology alongside the best banking brains Want to build a bank for the future and be part of our digital transformation journey that will enable customers & businesses to thrive Want to continue to grow professionally. We encourage you to grow and be the best version of yourself Care about sustainability? We want to be better for our people, environment, and society Bring passion and enjoyment to your work. You'll work hard but you'll have fun too The Role & Responsibilities To underwrite Residential BTLs, Commercial Investment and Trading Business mortgage applications in line with the company lending policy and to manage the application through to completion Reporting to the Underwriting Manager, principal interfaces will be with Lending Manager Colleagues, Risk Management, Brokers and Lending Officer colleagues An ability to adopt a pragmatic approach to underwriting residential BTL, commercial and trading business mortgage applications within approved lending mandate To understand and analyse key items such as credit searches, bank statements, financial accounts, property valuations and business appraisals in order to make informed lending decisions To deliver high levels of accuracy and attention to detail in data input and all written communication produced Able to develop a rationale for those cases outside of own lending mandate or company lending policy and communicate findings to Credit Risk department for their consideration To build successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as administrators, lending officers, credit risk and finance to ensure all lending requirements are satisfied prior to release of funds To effectively manage a pipeline of approximately 70 cases through to completion, ensuring both company service standards and the lending policy is complied with throughout To deal with all internal and external telephone & email enquiries efficiently and within company standards Ensure a good understanding of all the company's policies, procedures and compliance guidelines, installing the principles in your daily practice to protect the company from any associated risks To embrace the principles of treating customers fairly and responsible lending in all decision making To be able to assess the applicant's portfolio in line with the PRA requirements The Person Fully CeMAP qualified or a desire to work towards Excellent understanding of the BTL and Commercial mortgage sector (desirable) Good knowledge and understanding of legal conveyancing (desirable) Experience of working to tight deadlines Computer literate (good knowledge of MS Office suite - Excel, Word, PowerPoint) Knowledge of TCF Good knowledge of compliance procedures within the mortgage industry Reading and understanding of financial accounts, valuations, business appraisals and credit searches Ability to develop an analytical and pragmatic approach to underwriting Reward Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include: Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment Free access to Headspace, a mindfulness & meditation digital health app Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health Cycle to work scheme Discounts on gym membership Contributory pension scheme & death in service Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time. Minimum of 27 days holiday per year Option to buy or sell holiday days through our flexi-holiday scheme Discounts on gym membership nationwide Access to discounts on a range of high street and online brands Community support and charitable giving Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals. Participation in our annual discretionary bonus scheme designed to reward your contribution to our success Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Dec 14, 2022
Full time
The Opportunity Shawbrook is a new type of specialist financial services company, combining the relentless focus on customer service and innovation you would expect from a fintech with the expertise and certainty of a bank. Shawbrook is driven by a purpose to solve complex problems that unlock opportunity for its rapidly growing customer base of over 300,000 UK consumers and businesses. Our success would not have been possible without our Team. Our people differentiate us from the competition through their deep sector knowledge, they are the life force of our business. Join Shawbrook because you: Want to help us deepen our industry sector knowledge, combining technology alongside the best banking brains Want to build a bank for the future and be part of our digital transformation journey that will enable customers & businesses to thrive Want to continue to grow professionally. We encourage you to grow and be the best version of yourself Care about sustainability? We want to be better for our people, environment, and society Bring passion and enjoyment to your work. You'll work hard but you'll have fun too The Role & Responsibilities To underwrite Residential BTLs, Commercial Investment and Trading Business mortgage applications in line with the company lending policy and to manage the application through to completion Reporting to the Underwriting Manager, principal interfaces will be with Lending Manager Colleagues, Risk Management, Brokers and Lending Officer colleagues An ability to adopt a pragmatic approach to underwriting residential BTL, commercial and trading business mortgage applications within approved lending mandate To understand and analyse key items such as credit searches, bank statements, financial accounts, property valuations and business appraisals in order to make informed lending decisions To deliver high levels of accuracy and attention to detail in data input and all written communication produced Able to develop a rationale for those cases outside of own lending mandate or company lending policy and communicate findings to Credit Risk department for their consideration To build successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as administrators, lending officers, credit risk and finance to ensure all lending requirements are satisfied prior to release of funds To effectively manage a pipeline of approximately 70 cases through to completion, ensuring both company service standards and the lending policy is complied with throughout To deal with all internal and external telephone & email enquiries efficiently and within company standards Ensure a good understanding of all the company's policies, procedures and compliance guidelines, installing the principles in your daily practice to protect the company from any associated risks To embrace the principles of treating customers fairly and responsible lending in all decision making To be able to assess the applicant's portfolio in line with the PRA requirements The Person Fully CeMAP qualified or a desire to work towards Excellent understanding of the BTL and Commercial mortgage sector (desirable) Good knowledge and understanding of legal conveyancing (desirable) Experience of working to tight deadlines Computer literate (good knowledge of MS Office suite - Excel, Word, PowerPoint) Knowledge of TCF Good knowledge of compliance procedures within the mortgage industry Reading and understanding of financial accounts, valuations, business appraisals and credit searches Ability to develop an analytical and pragmatic approach to underwriting Reward Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include: Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment Free access to Headspace, a mindfulness & meditation digital health app Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health Cycle to work scheme Discounts on gym membership Contributory pension scheme & death in service Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time. Minimum of 27 days holiday per year Option to buy or sell holiday days through our flexi-holiday scheme Discounts on gym membership nationwide Access to discounts on a range of high street and online brands Community support and charitable giving Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals. Participation in our annual discretionary bonus scheme designed to reward your contribution to our success Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Cashbook and Treasury Manager
Euromonitor International
HYBRID ROLE Working closely with the Head of Finance Operations, the Cashbook and Treasury Manager is responsible for the management of the C ash Book & Treasury function, and the banking administration and relationships. This would also include the continual review of operational systems and procedures, with a view to delivering effective improvement and automation within the Treasury, Cashbook & Banking operations so as to ensure efficient support of all finance divisions of a global business. The Cashbook and Treasury Manager will be responsible for administering, documenting, efficient execution, and compliance of external/internal, divisional, and global office policies at all times. Key responsibilities: Overseeing day-to-day operational Cashbook & Treasury activities. To work closely with the direct line reports, the London and global finance teams, and with Banking Relationship contacts to create, administer and enforce operational policies, deadlines, and controls. To work with direct reports and finance colleagues to ensure effective & timely provision of information for the purposes of accurate global cash planning, forecasting and operational funding. To maintain daily monitoring of operational liquidity at all times, reinvestment negotiations, market FX tracking and foreign exchange trading. Maintenance and effective management of bank deposit accounts, including investment and rolling deposit accounts. To ensure effective compliance and maintain appropriate access and support when dealing with the bank for each of our global offices in terms of pricing, service, platform management. Banking management - to ensure effective new and ongoing account and user management for all global offices, including internal controls, limit administration, and usage reviews. To work with direct line reports to ensure on-going review of systems and process to assist the team to work as effectively and efficiently as possible. To work with the Accounts Payable for all global offices to ensure colleagues perform within operational guidelines and approval compliance at all times, to facilitate successful, accurate & timely payment of suppliers, analyst and staff expenses, payroll taxes, corporate taxes, payrolls to staff, dividends, travel advances, season ticket loans. To ensure all global offices and payment run approvers maintain and administer appropriate compliance policy controls. To ensure timely and accurate processing of all outgoing payments and incoming receipts on appropriate accounting systems for all global offices. Ensuring accurate and timely reconciliation of all balance sheet control accounts, which include bank accounts, credit cards, petty cash, website receipts and ad hoc items as and when required. Effective management of transfers and reconciliations for intra-account purposes. To continually review and audit all processes and procedures and to drive global office process efficiency and approach consistency. This would include automation of work practices within areas of responsibility. To manage the cash book team and to monitor, measure, and develop the team to achieve their goals and deadlines and to maximise operational efficiency. This would include regular appraisals and capturing/documenting of training needs and proactive follow through. To measure department and individual performance by introducing and monitoring key performance indicators. Working with direct line reports in setting deadlines and communicating payment timetables for all global offices. Work effectively with finance colleagues and as a key part of all parts of the business. To work on ad hoc task and to fully participate in projects as required Requirements: Cashbook & Treasury management experience essential - with at least 3-5 years' demonstrable experience, in successfully managing a transactional finance function and process management for a global multi-currency organisation. Experience of suitable control environments for an international Finance team with demonstrable examples of implementation. Must have a strong attention to detail and a high level of accuracy with the ability to work effectively and thrive under pressure Proven experience in operational banking, corporate credit cards, trading & relationship management Experience of managing people, demonstrating ability to train and develop individuals and teams. Ability to review and enhance processes within finance functions, using technology where appropriate. Experience in Microsoft Dynamics D365, Zurora and SAGE would be an advantage. Highly organised individual with the ability to work on several projects at once. Financial Analysis; Finance Reconciliations; Excel (Intermediate/advanced- including using look up & pivot tables); Finance Systems; Financial Controls; Receivables and Cash Book Processes and Practices; Financial SLAs and KPIs and Service Management. Be proactive in the duties of the role and possess a "can-do" attitude that will deliver results straight away. Ability to work within a team to ensure teams common goals and targets are achieved and deadlines are met. To always present and maintain a professional approach. Ensure all written communications formal and informal are grammatically, contractually, and legally correct at all times. Self- confident and flexible personality. Why work for us Our values We act with integrity We are curious about the world We are stronger together We seek to empower We find strength in diversity
Dec 14, 2022
Full time
HYBRID ROLE Working closely with the Head of Finance Operations, the Cashbook and Treasury Manager is responsible for the management of the C ash Book & Treasury function, and the banking administration and relationships. This would also include the continual review of operational systems and procedures, with a view to delivering effective improvement and automation within the Treasury, Cashbook & Banking operations so as to ensure efficient support of all finance divisions of a global business. The Cashbook and Treasury Manager will be responsible for administering, documenting, efficient execution, and compliance of external/internal, divisional, and global office policies at all times. Key responsibilities: Overseeing day-to-day operational Cashbook & Treasury activities. To work closely with the direct line reports, the London and global finance teams, and with Banking Relationship contacts to create, administer and enforce operational policies, deadlines, and controls. To work with direct reports and finance colleagues to ensure effective & timely provision of information for the purposes of accurate global cash planning, forecasting and operational funding. To maintain daily monitoring of operational liquidity at all times, reinvestment negotiations, market FX tracking and foreign exchange trading. Maintenance and effective management of bank deposit accounts, including investment and rolling deposit accounts. To ensure effective compliance and maintain appropriate access and support when dealing with the bank for each of our global offices in terms of pricing, service, platform management. Banking management - to ensure effective new and ongoing account and user management for all global offices, including internal controls, limit administration, and usage reviews. To work with direct line reports to ensure on-going review of systems and process to assist the team to work as effectively and efficiently as possible. To work with the Accounts Payable for all global offices to ensure colleagues perform within operational guidelines and approval compliance at all times, to facilitate successful, accurate & timely payment of suppliers, analyst and staff expenses, payroll taxes, corporate taxes, payrolls to staff, dividends, travel advances, season ticket loans. To ensure all global offices and payment run approvers maintain and administer appropriate compliance policy controls. To ensure timely and accurate processing of all outgoing payments and incoming receipts on appropriate accounting systems for all global offices. Ensuring accurate and timely reconciliation of all balance sheet control accounts, which include bank accounts, credit cards, petty cash, website receipts and ad hoc items as and when required. Effective management of transfers and reconciliations for intra-account purposes. To continually review and audit all processes and procedures and to drive global office process efficiency and approach consistency. This would include automation of work practices within areas of responsibility. To manage the cash book team and to monitor, measure, and develop the team to achieve their goals and deadlines and to maximise operational efficiency. This would include regular appraisals and capturing/documenting of training needs and proactive follow through. To measure department and individual performance by introducing and monitoring key performance indicators. Working with direct line reports in setting deadlines and communicating payment timetables for all global offices. Work effectively with finance colleagues and as a key part of all parts of the business. To work on ad hoc task and to fully participate in projects as required Requirements: Cashbook & Treasury management experience essential - with at least 3-5 years' demonstrable experience, in successfully managing a transactional finance function and process management for a global multi-currency organisation. Experience of suitable control environments for an international Finance team with demonstrable examples of implementation. Must have a strong attention to detail and a high level of accuracy with the ability to work effectively and thrive under pressure Proven experience in operational banking, corporate credit cards, trading & relationship management Experience of managing people, demonstrating ability to train and develop individuals and teams. Ability to review and enhance processes within finance functions, using technology where appropriate. Experience in Microsoft Dynamics D365, Zurora and SAGE would be an advantage. Highly organised individual with the ability to work on several projects at once. Financial Analysis; Finance Reconciliations; Excel (Intermediate/advanced- including using look up & pivot tables); Finance Systems; Financial Controls; Receivables and Cash Book Processes and Practices; Financial SLAs and KPIs and Service Management. Be proactive in the duties of the role and possess a "can-do" attitude that will deliver results straight away. Ability to work within a team to ensure teams common goals and targets are achieved and deadlines are met. To always present and maintain a professional approach. Ensure all written communications formal and informal are grammatically, contractually, and legally correct at all times. Self- confident and flexible personality. Why work for us Our values We act with integrity We are curious about the world We are stronger together We seek to empower We find strength in diversity

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