Private Wealth, Global Strategic Partnerships, Associate page is loaded Private Wealth, Global Strategic Partnerships, Associatelocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: 40258Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at . on and . Blackstone Blackstone is the world's largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone's over $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at . on and . Private Wealth: Blackstone Private Wealthwas established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms, Blackstone's Private Wealthteam packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives. Job Description: Based in London, the successful candidate will work in the Global Strategic Partnerships team on all aspects of home office client relations and capital raising. This will span the Private Wealth EMEA private banking and wealth management investor base for Blackstone's closed-ended and open-ended funds across all asset classes. Key Responsibilities: Proactively support the team in building and maintaining home office relationships at private banks and wealth management platforms across EMEA Assist in day-to-day management of 20-30 accounts; coordinate follow-ups from meetings and directly respond to any investor requests during the pipeline planning stage, due diligence process and ad-hoc questions Lead the end-to-end diligence process both internally and externally Develop and maintain the prospective investor lists in relation to specific products. Work with members of the wider team to keep content current Participate in various fund-related initiatives and sales strategy planning Collaborate with all functional areas within Blackstone Private Wealth including Investor Services, Marketing and Product Development and coordination to complete projects and support product initiatives. Interface with BX institutional fundraising groups on new fund launches and learn about existing product suite. Assist the team with ad-hoc research projects on new markets and prospect accounts. Experience: Ideal candidate will have 3-5years of professional experience Prior work experience in private equity or alternatives, asset management, investor relations and/or investment banking is preferred Strong interpersonal skills with proven ability to build and maintain a positive and cooperative relationship with key internal and external stakeholders Strong analytical, financial and problem-solving skills Superior organizational and time management skills Meticulous attention to detail and accuracy on work deliverables Desire to work in a team environment, across multiple geographies but also able to work independently with minimal supervision Demonstrated ability to write effectively and strong communication, presentation and client service skills Candidate should be energetic, self-motivated, and a team-oriented individual who thrives on challenges in a fast-paced, dynamic environment - often under pressure to meet demanding deadlines Ability to speak at least one other European language (French, German or Italian) is strongly preferred but not required.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.If you need a reasonable accommodation to complete your application, please contact Human Resources at (US), (0) (EMEA) or (APAC).Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions. To submit your application please complete the form below. Fields marked with a red asterisk must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.
Dec 13, 2025
Full time
Private Wealth, Global Strategic Partnerships, Associate page is loaded Private Wealth, Global Strategic Partnerships, Associatelocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: 40258Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at . on and . Blackstone Blackstone is the world's largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone's over $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at . on and . Private Wealth: Blackstone Private Wealthwas established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms, Blackstone's Private Wealthteam packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives. Job Description: Based in London, the successful candidate will work in the Global Strategic Partnerships team on all aspects of home office client relations and capital raising. This will span the Private Wealth EMEA private banking and wealth management investor base for Blackstone's closed-ended and open-ended funds across all asset classes. Key Responsibilities: Proactively support the team in building and maintaining home office relationships at private banks and wealth management platforms across EMEA Assist in day-to-day management of 20-30 accounts; coordinate follow-ups from meetings and directly respond to any investor requests during the pipeline planning stage, due diligence process and ad-hoc questions Lead the end-to-end diligence process both internally and externally Develop and maintain the prospective investor lists in relation to specific products. Work with members of the wider team to keep content current Participate in various fund-related initiatives and sales strategy planning Collaborate with all functional areas within Blackstone Private Wealth including Investor Services, Marketing and Product Development and coordination to complete projects and support product initiatives. Interface with BX institutional fundraising groups on new fund launches and learn about existing product suite. Assist the team with ad-hoc research projects on new markets and prospect accounts. Experience: Ideal candidate will have 3-5years of professional experience Prior work experience in private equity or alternatives, asset management, investor relations and/or investment banking is preferred Strong interpersonal skills with proven ability to build and maintain a positive and cooperative relationship with key internal and external stakeholders Strong analytical, financial and problem-solving skills Superior organizational and time management skills Meticulous attention to detail and accuracy on work deliverables Desire to work in a team environment, across multiple geographies but also able to work independently with minimal supervision Demonstrated ability to write effectively and strong communication, presentation and client service skills Candidate should be energetic, self-motivated, and a team-oriented individual who thrives on challenges in a fast-paced, dynamic environment - often under pressure to meet demanding deadlines Ability to speak at least one other European language (French, German or Italian) is strongly preferred but not required.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.If you need a reasonable accommodation to complete your application, please contact Human Resources at (US), (0) (EMEA) or (APAC).Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions. To submit your application please complete the form below. Fields marked with a red asterisk must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.
Join our Wealth and Front unit as a Team Lead, where you'll steer a skilled group of business analysts focusing on crucial elements like Web& Mobile, Static Data, CRM, PFM and Rebalancing, as well as overseeing their second-level support responsibilities. You'll handle a dynamic team, foster meaningful connections with prestigious banking clients, and keep our incident backlog organized and under control. This role offers you a chance to collaborate with a range of stakeholders, gaining valuable insights and experiences with some of the top names in the financial industry. Your key tasks: Lead daily stand-ups and team meetings to ensure proficient operations. Evaluate and provide feedback on team member performance, assigning tasks and projects accordingly. Promote team cohesion, address conflicts, and monitor workload, redistributing duties as needed. Incorporate team-building activities to enhance collaboration among members Collaborate with product managers to create solutions that meet market demands while strictly adhering to security and compliance standards. Lead your team through the intricacies of developing these complex solutions appropriately Engage with key stakeholders to comprehend their requirements and align them with technical efforts. Facilitate effective communication between technical teams and banking clients, providing regular status updates and reports. Act as a bridge to ensure business and technical goals are in sync and coordinate vital meetings and workshops with stakeholders Identify and rectify inefficiencies in current workflows, and devise enhancement strategies. Collaborate with business analysts to delineate processes for vital platform operations. Foster cross-departmental cooperation to seamlessly integrate platform solutions Investigate the root causes of platform incidents to prioritize and streamline issue resolution. Offer comprehensive analyses and recommend enhancements to avert future system problems. Collaborate with developers to execute necessary fixes and maintain an informed knowledge base on platform solutions and existing issues
Dec 13, 2025
Full time
Join our Wealth and Front unit as a Team Lead, where you'll steer a skilled group of business analysts focusing on crucial elements like Web& Mobile, Static Data, CRM, PFM and Rebalancing, as well as overseeing their second-level support responsibilities. You'll handle a dynamic team, foster meaningful connections with prestigious banking clients, and keep our incident backlog organized and under control. This role offers you a chance to collaborate with a range of stakeholders, gaining valuable insights and experiences with some of the top names in the financial industry. Your key tasks: Lead daily stand-ups and team meetings to ensure proficient operations. Evaluate and provide feedback on team member performance, assigning tasks and projects accordingly. Promote team cohesion, address conflicts, and monitor workload, redistributing duties as needed. Incorporate team-building activities to enhance collaboration among members Collaborate with product managers to create solutions that meet market demands while strictly adhering to security and compliance standards. Lead your team through the intricacies of developing these complex solutions appropriately Engage with key stakeholders to comprehend their requirements and align them with technical efforts. Facilitate effective communication between technical teams and banking clients, providing regular status updates and reports. Act as a bridge to ensure business and technical goals are in sync and coordinate vital meetings and workshops with stakeholders Identify and rectify inefficiencies in current workflows, and devise enhancement strategies. Collaborate with business analysts to delineate processes for vital platform operations. Foster cross-departmental cooperation to seamlessly integrate platform solutions Investigate the root causes of platform incidents to prioritize and streamline issue resolution. Offer comprehensive analyses and recommend enhancements to avert future system problems. Collaborate with developers to execute necessary fixes and maintain an informed knowledge base on platform solutions and existing issues
Location: Derby, GB Remote Work: Field With a passion for life. Join our diverse teams of passionate people and a career that allows you to develop both personally and professionally. At Getinge we exist to make life saving technology accessible for more people. To make a true difference for our customers - and to save more lives, we need team players, forward thinkers, and game changers. Are you looking for an inspiring career? You just found it. Region Midlands & South West UK We're hiring for a motivated and experienced Service Engineer to contribute towards our Surgical Workplaces service team, focused on our Sterilisation and Decontamination portfolio across the East/West Midlands and South West UK, including Birmingham, Coventry, Derby, Nottingham, Worcester, Leicester, and Bristol. Getinge is a well respected Original Equipment Manufacturer (OEM), saving lives through the manufacture and maintenance of a range of medical devices and solutions. Our Service Team is at the forefront of our business, responsible for routine servicing, testing and repairing of our equipment in hospitals and facilities throughout the UK and Ireland. You will have the opportunity to make a difference by utilising your technical knowledge and skills to ensure the smooth operation of our machines in the field, representing the business and building relationships with customers and colleagues to deliver the best possible service. This is a field based role and you will need to be a self starter with experience of managing your own workload. Although you will be mostly working independently, you will be supported by regular contact with the Service Office, Service Managers and our Technical Services Department which has direct access to Getinge manufacturing sites and a wealth of technical know how and expertise. The successful candidate will have a background and relevant qualifications in Mechanical or Electronic Engineering. Comprehensive training on Getinge's equipment will be provided by our dedicated in house training team. Through our Career Progression Pathway, all Engineers have their development assessed bi annually against our bespoke Engineers' competency based banding structure - meaning that the more you learn and develop, the more you will be rewarded. Day to Day Responsibilities Dealing with customers, demonstrating first class interpersonal skills in a courteous and professional manner at all times Carrying out routine testing of Getinge equipment to the relevant standards and undertaking mechanical servicing of equipment Problem solving, combining initiative with a practical and logical approach to all aspects of the job Electrical / mechanical fault finding of equipment Calibration of equipment, where necessary, reporting all faulty equipment or equipment out of calibration to the Line Manager Maintaining and monitoring adequate stock levels of spare parts in order to be able to respond to call outs in a timely manner Producing quality service documentation for submission to the customer Maintaining regular communication with the internal Service Department, Technical Department and Service Managers Following the correct returns and non conformance report procedures at all times Organising and prioritising a continuously changing workload, ensuring that all customers' calls and enquiries are responded to quickly and effectively Producing accurate and timely written/electronic reports as required Providing validation reports in specified time frames Assisting team members as and when required Providing sales leads to relevant Service/Sales Managers Observing and complying with Quality System duties and responsibilities at all times Observing and complying with company and on site Health & Safety requirements at all times Who You Are At Getinge, we are looking for passionate individuals who are agile, resilient, take responsibility for their development and focus on achieving excellence. We provide an environment for Forward Thinkers, Game Changers and Team Players to thrive in. If you enjoy collaboration and working in diverse and international teams, never compromise on quality and always act responsibly remembering that our customers come first, we would love to hear from you. What You Need A recognised qualification in Electrical / Electronic / Mechanical Engineering (such as City & Guilds Levels 1 & 2 or an equivalent qualification) Experience of field based work is highly desired IT skills including Microsoft Office; experience of using CRM systems such as GForce A strong work ethic and first rate organisational skills A positive attitude towards working as part of a team and on own initiative, and a willingness to travel and work away from home where necessary Flexibility and the ability to adapt under pressure in a dynamic and changing environment Excellent communication skills and a desire to deliver the best possible service to customers HTM Part C & D certificates would be advantageous but not essential What We Offer We offer a competitive compensation and benefits package, to ensure we support your well being and goals. We understand that a healthy work life balance is important, so we offer a flexible approach to working patterns as well as a range of enhanced family friendly policies. Along with a competitive salary and clear progression scheme, we offer private healthcare, travel and subsistence allowance, engineers' bonus scheme, shopping discounts through Perkbox, and an Employee Assistance Programme. We have achieved the Better Health at Work Scheme Gold Award, through providing a range of resources, meetings, activities and training to employees to support their physical and mental health and wellbeing. In this role, you will be required to travel up to 80% to meet the requirements of your role. As part of our commitment to sustainability, we provide our field service engineers with an electric company vehicle and an home charging point. About Us With a firm belief that every person and community should have access to the best possible care, Getinge provides hospitals and life science institutions with products and solutions aiming to improve clinical results and optimise workflows. The offering includes products and solutions for intensive care, cardiovascular procedures, operating rooms, sterile reprocessing and life science. Getinge employs over 12,000 people worldwide and the products are sold in more than 135 countries. Reasonable accommodations are available upon request for candidates taking part in all aspects of the selection process.
Dec 13, 2025
Full time
Location: Derby, GB Remote Work: Field With a passion for life. Join our diverse teams of passionate people and a career that allows you to develop both personally and professionally. At Getinge we exist to make life saving technology accessible for more people. To make a true difference for our customers - and to save more lives, we need team players, forward thinkers, and game changers. Are you looking for an inspiring career? You just found it. Region Midlands & South West UK We're hiring for a motivated and experienced Service Engineer to contribute towards our Surgical Workplaces service team, focused on our Sterilisation and Decontamination portfolio across the East/West Midlands and South West UK, including Birmingham, Coventry, Derby, Nottingham, Worcester, Leicester, and Bristol. Getinge is a well respected Original Equipment Manufacturer (OEM), saving lives through the manufacture and maintenance of a range of medical devices and solutions. Our Service Team is at the forefront of our business, responsible for routine servicing, testing and repairing of our equipment in hospitals and facilities throughout the UK and Ireland. You will have the opportunity to make a difference by utilising your technical knowledge and skills to ensure the smooth operation of our machines in the field, representing the business and building relationships with customers and colleagues to deliver the best possible service. This is a field based role and you will need to be a self starter with experience of managing your own workload. Although you will be mostly working independently, you will be supported by regular contact with the Service Office, Service Managers and our Technical Services Department which has direct access to Getinge manufacturing sites and a wealth of technical know how and expertise. The successful candidate will have a background and relevant qualifications in Mechanical or Electronic Engineering. Comprehensive training on Getinge's equipment will be provided by our dedicated in house training team. Through our Career Progression Pathway, all Engineers have their development assessed bi annually against our bespoke Engineers' competency based banding structure - meaning that the more you learn and develop, the more you will be rewarded. Day to Day Responsibilities Dealing with customers, demonstrating first class interpersonal skills in a courteous and professional manner at all times Carrying out routine testing of Getinge equipment to the relevant standards and undertaking mechanical servicing of equipment Problem solving, combining initiative with a practical and logical approach to all aspects of the job Electrical / mechanical fault finding of equipment Calibration of equipment, where necessary, reporting all faulty equipment or equipment out of calibration to the Line Manager Maintaining and monitoring adequate stock levels of spare parts in order to be able to respond to call outs in a timely manner Producing quality service documentation for submission to the customer Maintaining regular communication with the internal Service Department, Technical Department and Service Managers Following the correct returns and non conformance report procedures at all times Organising and prioritising a continuously changing workload, ensuring that all customers' calls and enquiries are responded to quickly and effectively Producing accurate and timely written/electronic reports as required Providing validation reports in specified time frames Assisting team members as and when required Providing sales leads to relevant Service/Sales Managers Observing and complying with Quality System duties and responsibilities at all times Observing and complying with company and on site Health & Safety requirements at all times Who You Are At Getinge, we are looking for passionate individuals who are agile, resilient, take responsibility for their development and focus on achieving excellence. We provide an environment for Forward Thinkers, Game Changers and Team Players to thrive in. If you enjoy collaboration and working in diverse and international teams, never compromise on quality and always act responsibly remembering that our customers come first, we would love to hear from you. What You Need A recognised qualification in Electrical / Electronic / Mechanical Engineering (such as City & Guilds Levels 1 & 2 or an equivalent qualification) Experience of field based work is highly desired IT skills including Microsoft Office; experience of using CRM systems such as GForce A strong work ethic and first rate organisational skills A positive attitude towards working as part of a team and on own initiative, and a willingness to travel and work away from home where necessary Flexibility and the ability to adapt under pressure in a dynamic and changing environment Excellent communication skills and a desire to deliver the best possible service to customers HTM Part C & D certificates would be advantageous but not essential What We Offer We offer a competitive compensation and benefits package, to ensure we support your well being and goals. We understand that a healthy work life balance is important, so we offer a flexible approach to working patterns as well as a range of enhanced family friendly policies. Along with a competitive salary and clear progression scheme, we offer private healthcare, travel and subsistence allowance, engineers' bonus scheme, shopping discounts through Perkbox, and an Employee Assistance Programme. We have achieved the Better Health at Work Scheme Gold Award, through providing a range of resources, meetings, activities and training to employees to support their physical and mental health and wellbeing. In this role, you will be required to travel up to 80% to meet the requirements of your role. As part of our commitment to sustainability, we provide our field service engineers with an electric company vehicle and an home charging point. About Us With a firm belief that every person and community should have access to the best possible care, Getinge provides hospitals and life science institutions with products and solutions aiming to improve clinical results and optimise workflows. The offering includes products and solutions for intensive care, cardiovascular procedures, operating rooms, sterile reprocessing and life science. Getinge employs over 12,000 people worldwide and the products are sold in more than 135 countries. Reasonable accommodations are available upon request for candidates taking part in all aspects of the selection process.
We're looking for a Customer Success Manager to support Yabble's global ambitions and help expand our product suite to more businesses across the UK and Europe. Read more about the role and how to apply below! Why join the Yabble team? We're a smart, diverse team focused on making a significant impact in market research and insights. We also: Champion independent thinking Encourage new ideas, marketing strategies, and innovative approaches Have big ambitions and offer incredible products that address our customers' pain points Yabble is part of the YouGov group, providing access to world-leading AI tools, a wealth of data products, and a global customer base. This is an exciting role focused on growth.
Dec 12, 2025
Full time
We're looking for a Customer Success Manager to support Yabble's global ambitions and help expand our product suite to more businesses across the UK and Europe. Read more about the role and how to apply below! Why join the Yabble team? We're a smart, diverse team focused on making a significant impact in market research and insights. We also: Champion independent thinking Encourage new ideas, marketing strategies, and innovative approaches Have big ambitions and offer incredible products that address our customers' pain points Yabble is part of the YouGov group, providing access to world-leading AI tools, a wealth of data products, and a global customer base. This is an exciting role focused on growth.
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Dec 12, 2025
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Apply now Job no: 562443 Work type: Full time Site: Redditch Categories: HR/People Location: Worcestershire Salary: Up to £27,500 Business Area: Halfords Support Centre About us Halfords is the UK's leading retailer and service provider for motoring and cycling, operating garages, retail stores, mobile services, commercial fleet operations, and a Support Centre supporting our corporate, head office functions. As part of an ambitious growth and transformation agenda, we are evolving our Talent Acquisition function to be a proactive and strategic partner across the business. Our Talent Acquisition team is at the heart of this transformation, working to build strong talent pipelines, improve the candidate experience, and support recruitment across corporate, retail, mobile, and fleet operations. It's an exciting time to be part of a fast moving, transformational environment, helping Halfords attract, retain, and develop talent that drives the business forward. About the role Join our team as a Talent Acquisition Coordinator and play a key role in delivering a seamless recruitment experience for both candidates and hiring managers. You'll manage critical processes across the end to end hiring journey, including system administration and recruitment process and onboarding coordination. By partnering closely with Talent Acquisition Partners, Hiring Managers, and HR colleagues, you'll ensure every candidate and internal mover experiences a smooth, professional, and engaging process. In addition, you'll drive process improvement and reporting initiatives, identifying opportunities to streamline workflows, enhance systems, and maintain compliance and consistency. Your work will provide valuable insights through recruitment metrics and support continuous improvement, ensuring both operational excellence and a positive experience for all candidates and stakeholders. Key responsibilities Support Talent Acquisition Partners and Talent Acquisition Manager with end to end recruitment, including interview coordination, candidate communication, and recruitment administration. Ensure a smooth onboarding experience by coordinating activities with HR and Hiring Managers, giving new employees a professional and engaging start. Manage requisitions and systems administration in the ATS, including opening, updating, and closing requisitions, maintaining data accuracy, and keeping sponsored jobs updated on LinkedIn and other platforms. Maintain accurate candidate and central records to support reporting, compliance, and audit trails. Coordinate employer branding and social media initiatives, working with internal communications partners to promote career opportunities and share employee stories. Track and report on recruitment activity and projects, providing insights to support data driven decisions and continuous improvement. Contribute to process and system enhancements, collaborating with system administrators and the TA team to improve efficiency and user experience. About you Previous experience in an administrative or coordination role within recruitment, HR, or shared services. Passionate about delivering an outstanding experience for both candidates and hiring managers, ensuring every interaction throughout the recruitment and onboarding process is smooth, professional, and engaging. Strong experience using an Applicant Tracking System (ATS) or HRIS; familiarity with system configuration or back end functionality is a plus. Proficient in Microsoft Office Suite, particularly Excel, Word, and Outlook. Demonstrated ability to manage high volumes of administrative tasks with accuracy and attention to detail. Experience supporting onboarding, employee lifecycle administration, or reporting/data tracking within a recruitment or HR context. Ability to identify and implement process improvements to streamline recruitment and onboarding for efficient delivery. A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, pension, life assurance, 25 days annual leave plus bank holidays and enhanced family leave. Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations. We offer hybrid working in our Support Centre, you will be based at our Support Centre 3 days a week with an optional 2 days working from home. You will have access to a wealth of employee discounts across the Halfords suite of products and services. Wellbeing and inclusion are at the heart of our colleague experience. We offer resources and ongoing support to enhance your wellbeing at work and active Colleague Networks supporting inclusion initiatives across Halfords. Not sure you meet all the criteria? We'd encourage you to take the wheel and apply anyway! At Halfords we are committed to creating an inclusive workplace for our colleagues. We're an equal opportunities employer and proud to welcome applications from all backgrounds and embrace diversity within our one Halfords Family. At Halfords, we operate a hybrid working policy with 3 days on site at our Support Centre in Redditch, Worcestershire.
Dec 12, 2025
Full time
Apply now Job no: 562443 Work type: Full time Site: Redditch Categories: HR/People Location: Worcestershire Salary: Up to £27,500 Business Area: Halfords Support Centre About us Halfords is the UK's leading retailer and service provider for motoring and cycling, operating garages, retail stores, mobile services, commercial fleet operations, and a Support Centre supporting our corporate, head office functions. As part of an ambitious growth and transformation agenda, we are evolving our Talent Acquisition function to be a proactive and strategic partner across the business. Our Talent Acquisition team is at the heart of this transformation, working to build strong talent pipelines, improve the candidate experience, and support recruitment across corporate, retail, mobile, and fleet operations. It's an exciting time to be part of a fast moving, transformational environment, helping Halfords attract, retain, and develop talent that drives the business forward. About the role Join our team as a Talent Acquisition Coordinator and play a key role in delivering a seamless recruitment experience for both candidates and hiring managers. You'll manage critical processes across the end to end hiring journey, including system administration and recruitment process and onboarding coordination. By partnering closely with Talent Acquisition Partners, Hiring Managers, and HR colleagues, you'll ensure every candidate and internal mover experiences a smooth, professional, and engaging process. In addition, you'll drive process improvement and reporting initiatives, identifying opportunities to streamline workflows, enhance systems, and maintain compliance and consistency. Your work will provide valuable insights through recruitment metrics and support continuous improvement, ensuring both operational excellence and a positive experience for all candidates and stakeholders. Key responsibilities Support Talent Acquisition Partners and Talent Acquisition Manager with end to end recruitment, including interview coordination, candidate communication, and recruitment administration. Ensure a smooth onboarding experience by coordinating activities with HR and Hiring Managers, giving new employees a professional and engaging start. Manage requisitions and systems administration in the ATS, including opening, updating, and closing requisitions, maintaining data accuracy, and keeping sponsored jobs updated on LinkedIn and other platforms. Maintain accurate candidate and central records to support reporting, compliance, and audit trails. Coordinate employer branding and social media initiatives, working with internal communications partners to promote career opportunities and share employee stories. Track and report on recruitment activity and projects, providing insights to support data driven decisions and continuous improvement. Contribute to process and system enhancements, collaborating with system administrators and the TA team to improve efficiency and user experience. About you Previous experience in an administrative or coordination role within recruitment, HR, or shared services. Passionate about delivering an outstanding experience for both candidates and hiring managers, ensuring every interaction throughout the recruitment and onboarding process is smooth, professional, and engaging. Strong experience using an Applicant Tracking System (ATS) or HRIS; familiarity with system configuration or back end functionality is a plus. Proficient in Microsoft Office Suite, particularly Excel, Word, and Outlook. Demonstrated ability to manage high volumes of administrative tasks with accuracy and attention to detail. Experience supporting onboarding, employee lifecycle administration, or reporting/data tracking within a recruitment or HR context. Ability to identify and implement process improvements to streamline recruitment and onboarding for efficient delivery. A fair and competitive salary evaluated against market data, annual discretionary bonus scheme, pension, life assurance, 25 days annual leave plus bank holidays and enhanced family leave. Commitment and dedication to your ongoing personal and professional development. We help you to own and grow your potential so you can be at your best in your current role and to support your future career aspirations. We offer hybrid working in our Support Centre, you will be based at our Support Centre 3 days a week with an optional 2 days working from home. You will have access to a wealth of employee discounts across the Halfords suite of products and services. Wellbeing and inclusion are at the heart of our colleague experience. We offer resources and ongoing support to enhance your wellbeing at work and active Colleague Networks supporting inclusion initiatives across Halfords. Not sure you meet all the criteria? We'd encourage you to take the wheel and apply anyway! At Halfords we are committed to creating an inclusive workplace for our colleagues. We're an equal opportunities employer and proud to welcome applications from all backgrounds and embrace diversity within our one Halfords Family. At Halfords, we operate a hybrid working policy with 3 days on site at our Support Centre in Redditch, Worcestershire.
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.FactSet delivers innovative research and analytics that empower financial professionals to make informed decisions. Through our integration of premier data providers, we deliver actionable insights to the global financial community. As part of our ongoing commitment to provide industry-leading data and workflow solutions-including a growing private markets footprint-FactSet acquired Cobalt Software Inc. ("Cobalt"), a recognized leader in portfolio monitoring for private capital markets. Cobalt GP Portfolio Monitoring stands at the forefront of private capital technology, enabling efficient collection, analysis, and reporting of fund and portfolio company metrics. Our intuitive, customizable platform helps private capital clients meet evolving stakeholder demands, enhance reporting, and gain competitive edge, tailoring solutions to each firm's investment style and scale. Your Opportunity: Implementation Specialist - Cobalt Join the Cobalt Implementation Team to drive mission-critical onboarding for private capital clients. As an Implementation Specialist, you'll lead the project delivery process-ensuring clients unlock the full potential of their Cobalt subscription. This role blends client-facing project management, technical workflow expertise, and cross-functional teamwork in a fast-evolving market segment. Key Responsibilities: - Serve as the lead project manager on client implementations, aligning stakeholders on objectives, timelines, and deliverables.- Own the end-to-end implementation process, assuring timely, within-scope delivery tailored to client needs.- Configure data and workflows within Cobalt to best-in-class standards, delivering value from day one.- Collaborate closely with Customer Success, Product Development, and FactSet global teams for seamless execution.- Identify risks, communicate proactively, and escalate challenges as needed for project success.- Continuously refine processes for efficiency and scalability, driving exceptional client experiences.- Stay current with new Cobalt features, client workflows, and market trends to anticipate evolving client needs. What We're Looking For : - Bachelor's degree in Finance, IT, Accounting, Business Administration, or a related discipline- 5+ years of project management experience; experience with private equity, private markets, or financial software a strong plus- PMP, CAPM, or comparable project management certification a plus- Strong organizational skills-able to manage multiple projects concurrently and prioritize effectively- Outstanding communication and stakeholder management; confident delivering updates and solutions to both technical and business audiences- Analytical, solutions-driven mindset with an eye for execution and continuous improvement- Advanced PC skills: Microsoft Office proficiency and ability to manage large datasets (Excel pivots, V-Lookups, add-ins)- Proficiency in French is a significant advantage. At FactSet, we treasure our people as our greatest asset and foster a culture that's our most significant competitive edge. Joining FactSet means becoming part of:- Our Legacy: A firm with over 40 years of consecutive growth and recognition as a 2023 Glassdoor Best Place to Work.- Your Well-being: Comprehensive support, including health, life, disability insurance, retirement savings plans, and more.- Flexibility Fusion: Accommodations that nurture work-life harmony, tailored to your needs for success at work and beyond.- Global Community: An inclusive and collaborative network dedicated to volunteerism, sustainability, and individuality-driven solutions.- Development Pathways: Career progression plans with time allocated for learning and development.- Executive-Endorsed Inclusivity: Employee-led Business Resource Groups that embody our DE&I strategy with full executive support. Company Overview: FactSet (NYSE:FDS NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more atand follow us onand. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.
Dec 12, 2025
Full time
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.FactSet delivers innovative research and analytics that empower financial professionals to make informed decisions. Through our integration of premier data providers, we deliver actionable insights to the global financial community. As part of our ongoing commitment to provide industry-leading data and workflow solutions-including a growing private markets footprint-FactSet acquired Cobalt Software Inc. ("Cobalt"), a recognized leader in portfolio monitoring for private capital markets. Cobalt GP Portfolio Monitoring stands at the forefront of private capital technology, enabling efficient collection, analysis, and reporting of fund and portfolio company metrics. Our intuitive, customizable platform helps private capital clients meet evolving stakeholder demands, enhance reporting, and gain competitive edge, tailoring solutions to each firm's investment style and scale. Your Opportunity: Implementation Specialist - Cobalt Join the Cobalt Implementation Team to drive mission-critical onboarding for private capital clients. As an Implementation Specialist, you'll lead the project delivery process-ensuring clients unlock the full potential of their Cobalt subscription. This role blends client-facing project management, technical workflow expertise, and cross-functional teamwork in a fast-evolving market segment. Key Responsibilities: - Serve as the lead project manager on client implementations, aligning stakeholders on objectives, timelines, and deliverables.- Own the end-to-end implementation process, assuring timely, within-scope delivery tailored to client needs.- Configure data and workflows within Cobalt to best-in-class standards, delivering value from day one.- Collaborate closely with Customer Success, Product Development, and FactSet global teams for seamless execution.- Identify risks, communicate proactively, and escalate challenges as needed for project success.- Continuously refine processes for efficiency and scalability, driving exceptional client experiences.- Stay current with new Cobalt features, client workflows, and market trends to anticipate evolving client needs. What We're Looking For : - Bachelor's degree in Finance, IT, Accounting, Business Administration, or a related discipline- 5+ years of project management experience; experience with private equity, private markets, or financial software a strong plus- PMP, CAPM, or comparable project management certification a plus- Strong organizational skills-able to manage multiple projects concurrently and prioritize effectively- Outstanding communication and stakeholder management; confident delivering updates and solutions to both technical and business audiences- Analytical, solutions-driven mindset with an eye for execution and continuous improvement- Advanced PC skills: Microsoft Office proficiency and ability to manage large datasets (Excel pivots, V-Lookups, add-ins)- Proficiency in French is a significant advantage. At FactSet, we treasure our people as our greatest asset and foster a culture that's our most significant competitive edge. Joining FactSet means becoming part of:- Our Legacy: A firm with over 40 years of consecutive growth and recognition as a 2023 Glassdoor Best Place to Work.- Your Well-being: Comprehensive support, including health, life, disability insurance, retirement savings plans, and more.- Flexibility Fusion: Accommodations that nurture work-life harmony, tailored to your needs for success at work and beyond.- Global Community: An inclusive and collaborative network dedicated to volunteerism, sustainability, and individuality-driven solutions.- Development Pathways: Career progression plans with time allocated for learning and development.- Executive-Endorsed Inclusivity: Employee-led Business Resource Groups that embody our DE&I strategy with full executive support. Company Overview: FactSet (NYSE:FDS NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more atand follow us onand. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.
Overview Senior Product Analyst - FlexiPay & Credit Card. Funding Circle is seeking a Senior Product Analyst to join our innovative FlexiPay and Credit Card team. This is a key role within the analytics function where you will have the opportunity to build data driven strategies, drive strategic decisions and shape the future roadmap of our products. Who are we? We're Funding Circle. We back small businesses to succeed. At Funding Circle, we believe the world needs small businesses. That's why we've made it our mission to help them get the finance they need to grow. With more than a decade of expertise under our belt, we've built a game-changer of a platform with cutting-edge data and technology that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. So we pride ourselves on providing meaningful, human support as well as fast, hassle free processes to deliver an unbeatable customer experience. The role Drive Strategy with Data: Analyse user behaviour, identify trends, and provide clear, data-backed recommendations that directly influence the product roadmap and growth strategy. Champion Experimentation: Own the end-to-end process for experimentation. You will collaborate with product managers to design experiments, define success metrics, analyse results with statistical rigour, and present findings that guide product iterations. Build for Scale: Design, build, and maintain insightful and intuitive dashboards and reports that provide a clear view of product performance. Your work will empower the wider team with self-service analytics, enabling them to make faster, better-informed decisions. Be a Cross-Functional Partner: Work closely with Product Managers, Engineers, and Designers from initial discovery and ideation through to launch. You'll be the go-to data expert within your team, ensuring we are asking the right questions and measuring what matters. Define and Measure Success: Establish, monitor, and report on Key Performance Indicators (KPIs) to track product health and communicate progress towards team goals, ensuring everyone is aligned and informed. Serve as a Data Expert: Act as the primary analytical point of contact for key product areas, providing insights across the entire customer lifecycle, including user acquisition, engagement, and retention. You will proactively guide stakeholders to articulate their data needs and help them form impactful questions. What we're looking for Analytical Experience: 4+ years of hands-on experience in a product analytics/data analysis role. Industry Background (Preferred): Previous experience in the financial services or fintech industry, especially in areas like retail or SME lending, is a strong plus. Technical Proficiency: Excellent proficiency in SQL and Python for complex data querying and manipulation. Data Stack Familiarity: Experience with modern data stack tools (e.g., BI visualisation tools like Tableau/Looker, data pipeline tools like dbt/Airflow). Statistical Rigour: A solid foundation in statistics and a proven track record of designing, running, and interpreting A/B tests to make product decisions. Proactive Ownership: A strong sense of ownership and a self-starter mindset. You are comfortable navigating ambiguity in a fast-paced environment, adept at identifying high-impact opportunities, and skilled at prioritising your focus. Influential Communication: Exceptional communication and stakeholder management skills. You can translate complex analysis into compelling narratives that influence peers and leadership, driving data-informed decisions across the business. At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £7.2bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! Our award-winning multi-product platform is solving more SME finance challenges than ever before. We think big, rally together and meet the needs of SME customers like no other. Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better. As a flexible-first employer we offer hybrid working at Funding Circle, and we've long believed in a ‘best of both’ approach to in-office collaboration and non-office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista made coffee and subsidised lunches (via JustEat) every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. A few highlights Flexibility: We provide you with a benefit allowance so that you can tailor your benefit selection to you and your family's needs. Health: Private Medical Insurance, Dental Insurance, Health Cash Plan, Health Assessments (including female fertility health assessments), eyecare vouchers, flu jabs, Wellhub (for discounted flexible gym membership and access to wellbeing apps) access to a free Employee Assistance Programme and free Digital GP for yourself and any children under 16. Wealth: Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax-advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Dedicated annual Learning & Development allowance and full access to internal learning platform. Lifestyle: Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans, and more! And finally, we have award winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We'd love to hear from you.
Dec 12, 2025
Full time
Overview Senior Product Analyst - FlexiPay & Credit Card. Funding Circle is seeking a Senior Product Analyst to join our innovative FlexiPay and Credit Card team. This is a key role within the analytics function where you will have the opportunity to build data driven strategies, drive strategic decisions and shape the future roadmap of our products. Who are we? We're Funding Circle. We back small businesses to succeed. At Funding Circle, we believe the world needs small businesses. That's why we've made it our mission to help them get the finance they need to grow. With more than a decade of expertise under our belt, we've built a game-changer of a platform with cutting-edge data and technology that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. So we pride ourselves on providing meaningful, human support as well as fast, hassle free processes to deliver an unbeatable customer experience. The role Drive Strategy with Data: Analyse user behaviour, identify trends, and provide clear, data-backed recommendations that directly influence the product roadmap and growth strategy. Champion Experimentation: Own the end-to-end process for experimentation. You will collaborate with product managers to design experiments, define success metrics, analyse results with statistical rigour, and present findings that guide product iterations. Build for Scale: Design, build, and maintain insightful and intuitive dashboards and reports that provide a clear view of product performance. Your work will empower the wider team with self-service analytics, enabling them to make faster, better-informed decisions. Be a Cross-Functional Partner: Work closely with Product Managers, Engineers, and Designers from initial discovery and ideation through to launch. You'll be the go-to data expert within your team, ensuring we are asking the right questions and measuring what matters. Define and Measure Success: Establish, monitor, and report on Key Performance Indicators (KPIs) to track product health and communicate progress towards team goals, ensuring everyone is aligned and informed. Serve as a Data Expert: Act as the primary analytical point of contact for key product areas, providing insights across the entire customer lifecycle, including user acquisition, engagement, and retention. You will proactively guide stakeholders to articulate their data needs and help them form impactful questions. What we're looking for Analytical Experience: 4+ years of hands-on experience in a product analytics/data analysis role. Industry Background (Preferred): Previous experience in the financial services or fintech industry, especially in areas like retail or SME lending, is a strong plus. Technical Proficiency: Excellent proficiency in SQL and Python for complex data querying and manipulation. Data Stack Familiarity: Experience with modern data stack tools (e.g., BI visualisation tools like Tableau/Looker, data pipeline tools like dbt/Airflow). Statistical Rigour: A solid foundation in statistics and a proven track record of designing, running, and interpreting A/B tests to make product decisions. Proactive Ownership: A strong sense of ownership and a self-starter mindset. You are comfortable navigating ambiguity in a fast-paced environment, adept at identifying high-impact opportunities, and skilled at prioritising your focus. Influential Communication: Exceptional communication and stakeholder management skills. You can translate complex analysis into compelling narratives that influence peers and leadership, driving data-informed decisions across the business. At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £7.2bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! Our award-winning multi-product platform is solving more SME finance challenges than ever before. We think big, rally together and meet the needs of SME customers like no other. Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better. As a flexible-first employer we offer hybrid working at Funding Circle, and we've long believed in a ‘best of both’ approach to in-office collaboration and non-office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista made coffee and subsidised lunches (via JustEat) every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. A few highlights Flexibility: We provide you with a benefit allowance so that you can tailor your benefit selection to you and your family's needs. Health: Private Medical Insurance, Dental Insurance, Health Cash Plan, Health Assessments (including female fertility health assessments), eyecare vouchers, flu jabs, Wellhub (for discounted flexible gym membership and access to wellbeing apps) access to a free Employee Assistance Programme and free Digital GP for yourself and any children under 16. Wealth: Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax-advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Dedicated annual Learning & Development allowance and full access to internal learning platform. Lifestyle: Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans, and more! And finally, we have award winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We'd love to hear from you.
About the Role: Grade Level (for internal use): 12 Enterprise Solutions is a dynamic, revenue-driven division within S&P Global Market Intelligence that provides industry-leading software, data services, and managed solutions across multiple business segments including Private Markets, Enterprise Data Management, Regulatory & Compliance, Lending Solutions, and Corporate Actions. Our collaborative team operates globally, supporting clients with comprehensive solutions from front-to-back office operations while maintaining a culture of teamwork, innovation, and client success. Responsibilities and Impact: Drive revenue growth through new customer acquisition and expansion of existing client relationships within assigned territory or market segment Develop and execute comprehensive sales strategies aligned with company objectives and market opportunities Build and manage robust sales pipeline through targeted networking, prospecting, and relationship development activities Engage with prospective clients to understand specific business challenges and position appropriate solutions that deliver measurable value Collaborate with cross-functional teams including pre-sales, product management, legal, and operations throughout the entire sales cycle Deliver compelling presentations, product demonstrations, and participate in RFI/RFP processes to showcase solution capabilities Negotiate contract terms and close complex sales transactions while ensuring favorable outcomes for both client and company Maintain accurate pipeline reporting and forecasting through CRM platforms such as Salesforce or similar systems Stay current with industry trends, competitive landscape, and regulatory developments to identify new opportunities Travel to client locations and represent the company at industry events, conferences, and networking functions What We're Looking For: Basic Required Qualifications: Bachelor's degree required; graduate degree strongly preferred 5+ years of proven sales experience with consistent track record of meeting or exceeding quotas Extensive experience in financial markets with focus on operations, technology solutions, or related areas Strong consultative selling skills with ability to manage complex, multi-stakeholder sales processes Experience working with financial services clients including asset managers, banks, or institutional investors Excellent written and verbal communication skills with ability to present to senior-level executives Proficiency with CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics Demonstrated ability to work collaboratively across internal teams and external partnerships Additional Preferred Qualifications: Experience selling enterprise software, SaaS solutions, or complex technology platforms Knowledge of specific market segments such as Private Markets, Corporate Actions, Regulatory Compliance, or Data Management Proven ability to manage multiple client engagements simultaneously while maintaining attention to detail Strong analytical and problem-solving skills with entrepreneurial mindset Experience with solution selling methodologies and consultative sales approaches Network of contacts within target market segments and ability to leverage existing relationships Willingness to travel domestically and internationally as business requirements dictate Adaptability to changing market conditions and ability to thrive in fast-paced, dynamic environment About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Benefits: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. Equal Opportunity Accommodation: If you need an accommodation during the application process due to a disability, please send an email to and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision Job ID: 323707 Posted On: 2025-12-11 Location: London, United Kingdom
Dec 12, 2025
Full time
About the Role: Grade Level (for internal use): 12 Enterprise Solutions is a dynamic, revenue-driven division within S&P Global Market Intelligence that provides industry-leading software, data services, and managed solutions across multiple business segments including Private Markets, Enterprise Data Management, Regulatory & Compliance, Lending Solutions, and Corporate Actions. Our collaborative team operates globally, supporting clients with comprehensive solutions from front-to-back office operations while maintaining a culture of teamwork, innovation, and client success. Responsibilities and Impact: Drive revenue growth through new customer acquisition and expansion of existing client relationships within assigned territory or market segment Develop and execute comprehensive sales strategies aligned with company objectives and market opportunities Build and manage robust sales pipeline through targeted networking, prospecting, and relationship development activities Engage with prospective clients to understand specific business challenges and position appropriate solutions that deliver measurable value Collaborate with cross-functional teams including pre-sales, product management, legal, and operations throughout the entire sales cycle Deliver compelling presentations, product demonstrations, and participate in RFI/RFP processes to showcase solution capabilities Negotiate contract terms and close complex sales transactions while ensuring favorable outcomes for both client and company Maintain accurate pipeline reporting and forecasting through CRM platforms such as Salesforce or similar systems Stay current with industry trends, competitive landscape, and regulatory developments to identify new opportunities Travel to client locations and represent the company at industry events, conferences, and networking functions What We're Looking For: Basic Required Qualifications: Bachelor's degree required; graduate degree strongly preferred 5+ years of proven sales experience with consistent track record of meeting or exceeding quotas Extensive experience in financial markets with focus on operations, technology solutions, or related areas Strong consultative selling skills with ability to manage complex, multi-stakeholder sales processes Experience working with financial services clients including asset managers, banks, or institutional investors Excellent written and verbal communication skills with ability to present to senior-level executives Proficiency with CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics Demonstrated ability to work collaboratively across internal teams and external partnerships Additional Preferred Qualifications: Experience selling enterprise software, SaaS solutions, or complex technology platforms Knowledge of specific market segments such as Private Markets, Corporate Actions, Regulatory Compliance, or Data Management Proven ability to manage multiple client engagements simultaneously while maintaining attention to detail Strong analytical and problem-solving skills with entrepreneurial mindset Experience with solution selling methodologies and consultative sales approaches Network of contacts within target market segments and ability to leverage existing relationships Willingness to travel domestically and internationally as business requirements dictate Adaptability to changing market conditions and ability to thrive in fast-paced, dynamic environment About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Benefits: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. Equal Opportunity Accommodation: If you need an accommodation during the application process due to a disability, please send an email to and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision Job ID: 323707 Posted On: 2025-12-11 Location: London, United Kingdom
About the Role Grade Level (for internal use): 12 Our dynamic, global sales organization operates across multiple high growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments Build and nurture strong client relationships with C Suite executives, senior managers, and key decision makers across target organizations Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders Collaborate with cross functional teams including Product Management, Marketing, Pre Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives Provide market intelligence and client feedback to influence product development and commercial strategy Identify and develop revenue synergy and cross sell opportunities across the broader S&P Global portfolio Represent and promote S&P Global core values while serving as a trusted advisor to clients What We're Looking For Basic Required Qualifications Bachelor's or Master's degree in Business, Finance, Economics, or related discipline 3 15+ years of proven sales experience with a consistent track record of meeting or exceeding quotas Strong background in financial services, data solutions, risk management, or related technology sectors Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations Demonstrated expertise in consultative sales methodologies and solution selling approaches Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows Excellent communication, presentation, and negotiation skills with ability to engage senior level executives Proficiency with CRM systems (Salesforce preferred) and sales enablement tools Strong interpersonal skills with ability to build trust based relationships and collaborate across global teams Additional Preferred Qualifications Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products Knowledge of regulatory frameworks and compliance requirements in target markets Understanding of financial markets including fixed income, derivatives, equities, or alternative investments Proven ability to manage complex, multi stakeholder sales cycles exceeding $1M+ in value Experience with SaaS platforms, data feeds, desktop applications, or API based solutions Professional certifications such as CFA, MBA, or industry specific qualifications Multilingual capabilities and experience working in international markets Established network within Financial Institutions, Corporate risk management, or Government sectors Track record of mentoring junior sales team members and contributing to organizational growth Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast paced environments Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. Location: London, United Kingdom
Dec 12, 2025
Full time
About the Role Grade Level (for internal use): 12 Our dynamic, global sales organization operates across multiple high growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments Build and nurture strong client relationships with C Suite executives, senior managers, and key decision makers across target organizations Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders Collaborate with cross functional teams including Product Management, Marketing, Pre Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives Provide market intelligence and client feedback to influence product development and commercial strategy Identify and develop revenue synergy and cross sell opportunities across the broader S&P Global portfolio Represent and promote S&P Global core values while serving as a trusted advisor to clients What We're Looking For Basic Required Qualifications Bachelor's or Master's degree in Business, Finance, Economics, or related discipline 3 15+ years of proven sales experience with a consistent track record of meeting or exceeding quotas Strong background in financial services, data solutions, risk management, or related technology sectors Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations Demonstrated expertise in consultative sales methodologies and solution selling approaches Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows Excellent communication, presentation, and negotiation skills with ability to engage senior level executives Proficiency with CRM systems (Salesforce preferred) and sales enablement tools Strong interpersonal skills with ability to build trust based relationships and collaborate across global teams Additional Preferred Qualifications Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products Knowledge of regulatory frameworks and compliance requirements in target markets Understanding of financial markets including fixed income, derivatives, equities, or alternative investments Proven ability to manage complex, multi stakeholder sales cycles exceeding $1M+ in value Experience with SaaS platforms, data feeds, desktop applications, or API based solutions Professional certifications such as CFA, MBA, or industry specific qualifications Multilingual capabilities and experience working in international markets Established network within Financial Institutions, Corporate risk management, or Government sectors Track record of mentoring junior sales team members and contributing to organizational growth Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast paced environments Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. Location: London, United Kingdom
About Titanbay At Titanbay, we are on a mission to open up private market investing for wealth managers, private banks, and their customers. We are deeply committed to delivering unmatched value and service by offering innovative solutions that empower our clients to navigate private markets with confidence and success. Our ethos revolves around customer obsession and solving complex problems exceptionally well. We foster a culture of transparency, integrity, and accountability, where every team member is empowered to take ownership, act with urgency, and earn the trust of colleagues, clients, and partners. Join us on our journey to reshape the future of private market investing and unlock new opportunities for wealth managers and investors alike. About the Role We're looking for an Investor Services Lead to join our growing Operations team. This is an exciting opportunity for someone who thrives at the intersection of client service and fund operations, and is eager to shape a best-in-class investor experience in a high-growth, high-integrity environment. You'll play a key role in leading our Investor Services team through a period of scale and transformation, managing both our client-facing IS function and internal Fund Operations processes. You'll lead a distributed team across London and Dublin, drive operational excellence, and represent Titanbay with credibility in front of clients and stakeholders. What You'll Be Responsible For Lead and develop a high-performing team of Investor Services and FundOps professionals (4-6 FTEs) Oversee the end-to-end investor operations lifecycle, from onboarding to capital calls and distributions Act as the escalation point for complex investor issues, ensuring a premium client experience Partner with Legal, Product, and Compliance to ensure robust controls and regulatory alignment Optimise operational processes to support scale, leveraging automation and best practices Maintain oversight of fund documentation and investor reporting, ensuring accuracy and timeliness Support fund launches and operational readiness planning for new products Represent Titanbay in client conversations, bringing credibility and clarity to operational topics What We're Looking For Solid experience in the funds industry, from either an operations or investor services perspective, ideally in private markets Proven people leadership skills with experience managing distributed teams Deep understanding of fund operations and investor requirements Strong interpersonal and client-facing skills Comfortable navigating ambiguity and scaling operations in fast-paced environments Process-oriented with a continuous improvement mindset Comfortable leveraging technology to streamline operations Benefits 28 days holiday p/a + bank holidays - with the option to roll up to 5 days per year Employee share options Private health insurance Private dental cover Life insurance (3x salary) ClassPass health and wellness membership Juno flexi benefit allowance EAP support Company pension ParentPromise digital new parent support Our Commitment to Diversity Titanbay does not discriminate on the basis of race, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under the law. We are committed to providing equal employment opportunities and benefits to all.
Dec 12, 2025
Full time
About Titanbay At Titanbay, we are on a mission to open up private market investing for wealth managers, private banks, and their customers. We are deeply committed to delivering unmatched value and service by offering innovative solutions that empower our clients to navigate private markets with confidence and success. Our ethos revolves around customer obsession and solving complex problems exceptionally well. We foster a culture of transparency, integrity, and accountability, where every team member is empowered to take ownership, act with urgency, and earn the trust of colleagues, clients, and partners. Join us on our journey to reshape the future of private market investing and unlock new opportunities for wealth managers and investors alike. About the Role We're looking for an Investor Services Lead to join our growing Operations team. This is an exciting opportunity for someone who thrives at the intersection of client service and fund operations, and is eager to shape a best-in-class investor experience in a high-growth, high-integrity environment. You'll play a key role in leading our Investor Services team through a period of scale and transformation, managing both our client-facing IS function and internal Fund Operations processes. You'll lead a distributed team across London and Dublin, drive operational excellence, and represent Titanbay with credibility in front of clients and stakeholders. What You'll Be Responsible For Lead and develop a high-performing team of Investor Services and FundOps professionals (4-6 FTEs) Oversee the end-to-end investor operations lifecycle, from onboarding to capital calls and distributions Act as the escalation point for complex investor issues, ensuring a premium client experience Partner with Legal, Product, and Compliance to ensure robust controls and regulatory alignment Optimise operational processes to support scale, leveraging automation and best practices Maintain oversight of fund documentation and investor reporting, ensuring accuracy and timeliness Support fund launches and operational readiness planning for new products Represent Titanbay in client conversations, bringing credibility and clarity to operational topics What We're Looking For Solid experience in the funds industry, from either an operations or investor services perspective, ideally in private markets Proven people leadership skills with experience managing distributed teams Deep understanding of fund operations and investor requirements Strong interpersonal and client-facing skills Comfortable navigating ambiguity and scaling operations in fast-paced environments Process-oriented with a continuous improvement mindset Comfortable leveraging technology to streamline operations Benefits 28 days holiday p/a + bank holidays - with the option to roll up to 5 days per year Employee share options Private health insurance Private dental cover Life insurance (3x salary) ClassPass health and wellness membership Juno flexi benefit allowance EAP support Company pension ParentPromise digital new parent support Our Commitment to Diversity Titanbay does not discriminate on the basis of race, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under the law. We are committed to providing equal employment opportunities and benefits to all.
Audit Optimisation Senior Manager page is loaded Audit Optimisation Senior Manager Apply locations London time type Full time posted on Posted Yesterday job requisition id R18159 Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. The primary responsibility of the Audit Optimisation Senior Manager will be responsible for the design of standardised audit templates and workbooks. On occasion may become involved in special assignments on an ad hoc basis. The Audit Optimisation and Standardisation teams are responsible for improving audit quality and are so important to the firm because of the high-profile audit quality agenda. Main responsibilities of the role will be: Main responsibilities will be: Act as a major point of contact within the standardisation team. This includes responding quickly to, as well as anticipating, the impact on audit teams. Proactively identify new opportunities for standardisation and optimisation. Responsible for the delivery of high-quality products that are responsive to the needs to the Optimisation agenda. Complete assignments within agreed budgets and timescales and identify opportunities for additional improvement and optimisation. Ensure you bring in the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Support Partners and Senior Managers in the development of new products. Support Partners with the implementation and communication of any standardisation, including travel to UK BDO offices to support the roll out of new products. You'll be someone with: ACA/ICAS qualified or overseas equivalent. Educated up to degree level or CTS. Previous experience of audit quality. Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including consolidations, group audits, statutory accounts and disclosures. Project Management experience. Desirable: Sector experience appropriate to BDO audited entities Experience with listed audited entities Experience auditing international groups and working with other world wide BDO offices. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. About Us BDO UK provides tax, audit and assurance, advisory and business outsourcing service s. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcoming the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us. We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities. BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That's BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.
Dec 12, 2025
Full time
Audit Optimisation Senior Manager page is loaded Audit Optimisation Senior Manager Apply locations London time type Full time posted on Posted Yesterday job requisition id R18159 Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams leading them. We'll broaden your horizons Audit quality is central to our strategy as an Audit Stream, the key ingredient to our success. Consistent high audit quality enables us to attract, develop and retain talented people and be proud of our work. Audit quality allows us to compete in the market and demonstrate that we can play a key role in market reform. Consistently high audit quality does not happen by chance. It requires a mindset and culture of challenge and professional scepticism, appropriate resources both people and intellectual, investment in central support for engagement teams and technology solutions. Within the last year we have increased our headcount significantly, invested in new partners, and commenced a significant investment programme in our central quality support team. We'll help you succeed The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders. You'll be someone who is comfortable working pro-actively and, managing your own tasks, as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value. The primary responsibility of the Audit Optimisation Senior Manager will be responsible for the design of standardised audit templates and workbooks. On occasion may become involved in special assignments on an ad hoc basis. The Audit Optimisation and Standardisation teams are responsible for improving audit quality and are so important to the firm because of the high-profile audit quality agenda. Main responsibilities of the role will be: Main responsibilities will be: Act as a major point of contact within the standardisation team. This includes responding quickly to, as well as anticipating, the impact on audit teams. Proactively identify new opportunities for standardisation and optimisation. Responsible for the delivery of high-quality products that are responsive to the needs to the Optimisation agenda. Complete assignments within agreed budgets and timescales and identify opportunities for additional improvement and optimisation. Ensure you bring in the appropriate mix of knowledge and skills required. Ensure that the firm's risk management and quality control procedures are adhered to at all times. Support Partners and Senior Managers in the development of new products. Support Partners with the implementation and communication of any standardisation, including travel to UK BDO offices to support the roll out of new products. You'll be someone with: ACA/ICAS qualified or overseas equivalent. Educated up to degree level or CTS. Previous experience of audit quality. Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Experience of systems/controls testing as well as substantive auditing, including consolidations, group audits, statutory accounts and disclosures. Project Management experience. Desirable: Sector experience appropriate to BDO audited entities Experience with listed audited entities Experience auditing international groups and working with other world wide BDO offices. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better. About Us BDO UK provides tax, audit and assurance, advisory and business outsourcing service s. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcoming the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us. We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG. Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities. BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That's BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.
About the Role The Team At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients. This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction. For more regarding OSTTRA, please visit: Responsibilities and Impact OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants. In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include: Proactive Customer Engagement: Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale. Driving Adoption & Value: Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services. Strategic Account Growth: Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives. Customer Advocacy & Feedback: Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements. Issue Resolution & Escalation: Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution. Product Expertise: Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers. Performance Monitoring: Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth. What's in it for you Opportunity for Growth: Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship. Dynamic Environment: Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech. Building Relationships: Forge strong customer relationships with key industry participants. Impactful Work: Directly contribute to the success of our global financial market infrastructure. Collaborative Culture: Join a supportive and innovative team dedicated to client success and continuous learning. What We're Looking For Financial Market Knowledge: A sound understanding of financial markets and market participants. Experience: Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services. Platform Familiarity: Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.) Presentation Skills: Proven experience in running presentations for clients. Language Fluency: Fluency in English is required; one or more additional languages is a plus. Exceptional Communication: Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships. Client Services Orientation: Strong listening, critical thinking, analytical skills, and a high degree of empathy. Team Player: An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail. Data Acumen: Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus. Problem-Solving: Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions. Time Management & Organization: Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment. Self-Motivated & Proactive: A driven individual who takes initiative and anticipates customer needs. About OSTTRA Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at . What's In It For You Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Recruitment Fraud Alert If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (). Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - %20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group) Job ID: 319465 Posted On: 2025-11-26 Location: London, United Kingdom
Dec 12, 2025
Full time
About the Role The Team At OSTTRA, we are passionate about our clients and are looking for a Customer Success Representative ready to join our growing global team. The successful candidate will be a dedicated customer advocate who possesses excellent communication skills, can autonomously manage complex issues, and drive maximum value and success for existing clients. This role will focus on the overall post-sales relationship with our strategic and new customers. This includes growing adoption, customer education, and identifying improvement opportunities while maintaining high levels of satisfaction. For more regarding OSTTRA, please visit: Responsibilities and Impact OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between S&P Global & CME Group. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators, and insurance companies. Our products and services have become deeply embedded in the systems and workflows of many of our customers. We have a track record of innovation, leveraging leading technologies, industry expertise, and strong relationships with market participants. In this role, you'll be instrumental in ensuring our customers achieve their desired outcomes and maximize the value from their OSTTRA solutions. Your key responsibilities will include: Proactive Customer Engagement: Develop and maintain strong, long-lasting relationships with a portfolio of strategic and new customers, serving as their primary point of contact post-sale. Driving Adoption & Value: Guide customers through onboarding, training, and ongoing engagement to ensure full utilization and adoption of OSTTRA's platforms and services. Strategic Account Growth: Identify opportunities for expanded product usage and collaborate with the sales team on potential upsell and cross-sell initiatives. Customer Advocacy & Feedback: Collect, analyze, and communicate customer feedback to internal product and engineering teams, actively contributing to product development and improvements. Issue Resolution & Escalation: Act as a central point of contact for customer inquiries and complex issues, coordinating with support, product, and technical teams to ensure timely and effective resolution. Product Expertise: Become a subject matter expert on OSTTRA's platforms, providing guidance and best practices to customers. Performance Monitoring: Utilize data and analytics to monitor customer health, usage patterns, and identify areas for intervention or growth. What's in it for you Opportunity for Growth: Network across a wide range of sales and business-focused teams, with ample opportunities for professional development, training, and mentorship. Dynamic Environment: Gain exposure to rapid changes in Global Derivative Markets and their effect on Fintech. Building Relationships: Forge strong customer relationships with key industry participants. Impactful Work: Directly contribute to the success of our global financial market infrastructure. Collaborative Culture: Join a supportive and innovative team dedicated to client success and continuous learning. What We're Looking For Financial Market Knowledge: A sound understanding of financial markets and market participants. Experience: Over 5 years in a related function with direct customer advocacy and engagement experience in software post-sales or professional services. Platform Familiarity: Experience with at least one of OSTTRA's platforms (Trade Manager, MarkitWire, TradeServ and etc.) Presentation Skills: Proven experience in running presentations for clients. Language Fluency: Fluency in English is required; one or more additional languages is a plus. Exceptional Communication: Outstanding verbal, written, social, and interpersonal skills, with expertise in building long-term strategic relationships. Client Services Orientation: Strong listening, critical thinking, analytical skills, and a high degree of empathy. Team Player: An active team player who thrives in a multi-tasking environment, can adjust priorities on the fly, and maintains strong attention to detail. Data Acumen: Experience and/or interest in data analytics tools and utilizing data to monitor customer usage and identify adoption opportunities is a plus. Problem-Solving: Demonstrated ability to analyze complex situations, identify root causes, and propose effective solutions. Time Management & Organization: Capacity to manage multiple priorities and deadlines effectively in a fast-paced environment. Self-Motivated & Proactive: A driven individual who takes initiative and anticipates customer needs. About OSTTRA Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset. With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement. Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at . What's In It For You Benefits We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Recruitment Fraud Alert If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (). Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - %20English_formattedESQA508c.pdf 20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group) Job ID: 319465 Posted On: 2025-11-26 Location: London, United Kingdom
Join our market-leading Life and Pensions strategy consulting team, widely recognised by our clients for original insight and deep sector expertise. Create impactful strategies: our work is highly varied, advising on some of the most ambitious strategic programmes in the sector, including: New product development and market entry analysis Customer and adviser strategy Commercial analysis and business case construction Strategy input to digital transformation or delivery programmes Work in a growing practice with leading clients: our team has a strong and growing client network across the industry, including the UK's largest pension providers, wealth managers and insurers Learn from world-class experts: As well as being strategy experts, bridging the gap between strategy and execution is at the heart of what we do. We work closely with Deloitte experts in digital, marketing, risk, product, M&A and actuarial, learning from each other and bringing the best of Deloitte to our clients. Build a brand: Everyone in our team brings unique skills and experience. We take time to help each other develop a domain of expertise, building what we are known for as individuals and in the market. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity As a Manager you will be delivering strategy work for our clients day-to-day. While no two projects are the same, you will typically be leading a workstream within a larger engagement, managing a small number of analysts or consultants, with oversight and support from a Strategy Manager or senior colleagues as needed. You'll play a vital hands-on role in designing and executing the strategic analysis required, conducting research and assembling evidence, distilling insights and constructing strategic recommendations. At times the role will include working with our customer research and proposition design teams. Alongside strong strategy skills, we particularly welcome applications from candidates with experience in marketing, customer strategy or life and pensions proposition design. The nature of the work we do includes: working with clients to understand and define strategic choices ahead of key investment decisions traditional evidence-led analysis to identify market development opportunities to support client strategies determining the optimum business or commercial model to effectively deliver client objectives helping our clients configure effectively and develop their ability to deliver operational excellence in specific areas identifying new ways of working that will stimulate innovation and growth, and lead to better decision-making guiding and supporting clients through imagining, defining and delivering their digital journey to enable competitive advantage The team: The role sits within the Life and Pensions practice, part of Deloitte's Insurance Strategy Consulting team. You will join and learn from a group of experienced Senior Strategy Consultants and Managers with expertise across customer and adviser strategy, wealth management, financial planning and taking new products to market. You'll also benefit from being part of the wider Insurance Strategy community. Beyond the Strategy team, you will build a network with Pensions and Life experts across Deloitte, in digital, marketing, M&A and operations consulting lines. Development: We offer a structured career path and invest in continuous development and learning, which matter greatly to us. Our growth in recent years has been strong and we have ambitious plans for the future: you will find that there is no lack of opportunity for you to develop your career, wherever you may choose to take it. As a Manager your responsibilities will include: Executing rigorous and insightful analysis to build an evidence base to support strategy development and change Mastery of strategy tools and frameworks to solve client problems, and sharing best practice within the team Independently leading a workstream or small project Managing and mentoring junior colleagues to ensure successful project delivery Relationship management: working closely with clients and internal stakeholders, developing strong professional relationships and liaising across Deloitte to deliver a seamless client experience Proactively developing your own skills, seeking feedback, building knowledge, and sharing your insight with colleagues Supporting development of the Insurance Strategy community and team, and supporting business development with clients Connect to your skills and professional experience We are looking for individuals who are trained in strategy and want to build a career in financial services consulting. Direct experience of strategy consulting within a consulting firm, or a strategy-related qualification (e.g. MBA or equivalent) Proven experience of working directly in the Life and Pensions market and a desire to build a career in this area A strong understanding of Life and Pensions propositions, product and regulatory landscape Good understanding of how to construct and evidence strategic arguments, and creativity in identifying evidence sources A strong academic track record Flexibility to travel Any sector specific qualifications (e.g. courses or relevant certificates) Experience in proposition design and delivery Experience in marketing or customer strategy Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Strategy and Business Design The experts in our teams in Strategy and Business Design are trusted advisors to CEOs and their wider organisations. Whether that's launching a new arm of a business, anticipating new and emerging risks or collaborating with other teams, we work on a huge range of varied projects. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "For me it's the people that make it. They are bright, supportive, interesting; we work brilliantly together as a team. But it's not just that, the number of opportunities you get working for such a large firm is amazing." -Jess, Risk & Transactions Advisory Our hybrid working policy You'll be based in Edinburgh or London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for click apply for full job details
Dec 12, 2025
Full time
Join our market-leading Life and Pensions strategy consulting team, widely recognised by our clients for original insight and deep sector expertise. Create impactful strategies: our work is highly varied, advising on some of the most ambitious strategic programmes in the sector, including: New product development and market entry analysis Customer and adviser strategy Commercial analysis and business case construction Strategy input to digital transformation or delivery programmes Work in a growing practice with leading clients: our team has a strong and growing client network across the industry, including the UK's largest pension providers, wealth managers and insurers Learn from world-class experts: As well as being strategy experts, bridging the gap between strategy and execution is at the heart of what we do. We work closely with Deloitte experts in digital, marketing, risk, product, M&A and actuarial, learning from each other and bringing the best of Deloitte to our clients. Build a brand: Everyone in our team brings unique skills and experience. We take time to help each other develop a domain of expertise, building what we are known for as individuals and in the market. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity As a Manager you will be delivering strategy work for our clients day-to-day. While no two projects are the same, you will typically be leading a workstream within a larger engagement, managing a small number of analysts or consultants, with oversight and support from a Strategy Manager or senior colleagues as needed. You'll play a vital hands-on role in designing and executing the strategic analysis required, conducting research and assembling evidence, distilling insights and constructing strategic recommendations. At times the role will include working with our customer research and proposition design teams. Alongside strong strategy skills, we particularly welcome applications from candidates with experience in marketing, customer strategy or life and pensions proposition design. The nature of the work we do includes: working with clients to understand and define strategic choices ahead of key investment decisions traditional evidence-led analysis to identify market development opportunities to support client strategies determining the optimum business or commercial model to effectively deliver client objectives helping our clients configure effectively and develop their ability to deliver operational excellence in specific areas identifying new ways of working that will stimulate innovation and growth, and lead to better decision-making guiding and supporting clients through imagining, defining and delivering their digital journey to enable competitive advantage The team: The role sits within the Life and Pensions practice, part of Deloitte's Insurance Strategy Consulting team. You will join and learn from a group of experienced Senior Strategy Consultants and Managers with expertise across customer and adviser strategy, wealth management, financial planning and taking new products to market. You'll also benefit from being part of the wider Insurance Strategy community. Beyond the Strategy team, you will build a network with Pensions and Life experts across Deloitte, in digital, marketing, M&A and operations consulting lines. Development: We offer a structured career path and invest in continuous development and learning, which matter greatly to us. Our growth in recent years has been strong and we have ambitious plans for the future: you will find that there is no lack of opportunity for you to develop your career, wherever you may choose to take it. As a Manager your responsibilities will include: Executing rigorous and insightful analysis to build an evidence base to support strategy development and change Mastery of strategy tools and frameworks to solve client problems, and sharing best practice within the team Independently leading a workstream or small project Managing and mentoring junior colleagues to ensure successful project delivery Relationship management: working closely with clients and internal stakeholders, developing strong professional relationships and liaising across Deloitte to deliver a seamless client experience Proactively developing your own skills, seeking feedback, building knowledge, and sharing your insight with colleagues Supporting development of the Insurance Strategy community and team, and supporting business development with clients Connect to your skills and professional experience We are looking for individuals who are trained in strategy and want to build a career in financial services consulting. Direct experience of strategy consulting within a consulting firm, or a strategy-related qualification (e.g. MBA or equivalent) Proven experience of working directly in the Life and Pensions market and a desire to build a career in this area A strong understanding of Life and Pensions propositions, product and regulatory landscape Good understanding of how to construct and evidence strategic arguments, and creativity in identifying evidence sources A strong academic track record Flexibility to travel Any sector specific qualifications (e.g. courses or relevant certificates) Experience in proposition design and delivery Experience in marketing or customer strategy Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Strategy and Business Design The experts in our teams in Strategy and Business Design are trusted advisors to CEOs and their wider organisations. Whether that's launching a new arm of a business, anticipating new and emerging risks or collaborating with other teams, we work on a huge range of varied projects. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "For me it's the people that make it. They are bright, supportive, interesting; we work brilliantly together as a team. But it's not just that, the number of opportunities you get working for such a large firm is amazing." -Jess, Risk & Transactions Advisory Our hybrid working policy You'll be based in Edinburgh or London with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for click apply for full job details
Job Overview Nutmeg is a leading digital wealth management firm that specialises in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service. Key Responsibilities Proactively identify and pursue new business opportunities to build and grow your own client bank of high-net-worth individuals. Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition. Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support. Lead and mentor a team of wealth consultants, providing guidance and support to achieve individual and team targets. Collaborate with the Business Development team to leverage existing client relationships and networks for business growth. Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients. Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity. Required Qualifications, Capabilities, and Skills Extensive experience in wealth management, with a proven track record in client acquisition and relationship management. Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve results. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues. In-depth knowledge of UK investments, market trends, and regulatory requirements. QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development. Strong business development acumen. Adept at driving sales growth and exceeding targets. Preferred Qualifications, Capabilities, and Skills Strategic thinker with a proactive approach to identifying and pursuing new business opportunities. RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred. Why Join Us Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions. Leadership role with the ability to shape the future of our wealth management offering. Collaborative and supportive work environment with opportunities for professional growth and development. Competitive salary and benefits package. Equal Opportunity Employer We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Dec 12, 2025
Full time
Job Overview Nutmeg is a leading digital wealth management firm that specialises in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service. Key Responsibilities Proactively identify and pursue new business opportunities to build and grow your own client bank of high-net-worth individuals. Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition. Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support. Lead and mentor a team of wealth consultants, providing guidance and support to achieve individual and team targets. Collaborate with the Business Development team to leverage existing client relationships and networks for business growth. Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients. Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity. Required Qualifications, Capabilities, and Skills Extensive experience in wealth management, with a proven track record in client acquisition and relationship management. Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve results. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues. In-depth knowledge of UK investments, market trends, and regulatory requirements. QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development. Strong business development acumen. Adept at driving sales growth and exceeding targets. Preferred Qualifications, Capabilities, and Skills Strategic thinker with a proactive approach to identifying and pursuing new business opportunities. RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred. Why Join Us Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions. Leadership role with the ability to shape the future of our wealth management offering. Collaborative and supportive work environment with opportunities for professional growth and development. Competitive salary and benefits package. Equal Opportunity Employer We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Overview LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Role objective Leading the CDD Team to provide and deliver daily support for the Firm and our Clients. To hold strong relationships with key internal stakeholders (Front Office, Front Office Risk & Control, Financial Crime, Compliance, Client Reporting and Data and Ongoing Due Diligence teams) to ensure seamless execution of Client Due Diligence processes. Must understand the client structures and types of account and be able to review client account opening documents to ensure conformity with UK Know-Your-Client (KYC) and Anti-Money-Laundering (AML) standards. To work with IT & Change to implement and optimise tools to enhance efficiency and accuracy in Client Due Diligence (CDD) processes and reporting. To act as a point of contact and subject matter expert on all Due Diligence issues. Key Responsibilities People Management: Lead the Client Due Diligence team, providing guidance and holding regular 1-2-1s to support and enhance team performance. Manage and allocate CDD team workloads pro-actively to ensure work is completed in a timely manner. Train and upskill team members to ensure familiarity with and adherence to the Firm's policies and procedures in relation to Client Due Diligence. Actively cross-train across the team to ensure full coverage during unexpected absence or volume peaks. Operational Excellence: Maintain oversight to deliver on productivity and SLA targets. Ensure Quality Assurance/Control across the function, including 4-eye checks. Foster a culture of continuous improvement. Provide regular MI and updates to Team Head, Client Onboarding regarding volumes, performance, risk metrics and improvement recommendations. Identify and assess risks within Figaro and Salesforce, resolve them promptly, and implement additional controls. Identify opportunities to improve workflows and drive efficiencies while maintaining high compliance standards. Collaborate with IT & Change to optimise tools for CDD processes and reporting. Act as a Risk Champion and own risk events and remediation communications with stakeholders. Strategic Oversight: Regularly review and enhance procedures and frameworks for Client Due Diligence to remain clear, concise and up to date. Stay abreast of regulatory changes. Support the Head of Client Services with strategic direction and goal delivery. Act as a point of contact or escalation for matters related to Client Due Diligence and provide solutions and clear guidance on resolution steps. Key Regulatory Responsibilities Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times Adhere to LGT Wealth Management's best practice with regard to conduct, culture and other general business compliance control procedures Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities Your profile Key Skills and Technical Requirements: Strong experience of Wealth Management industry, including Front Office, Middle Office and Operational business requirements Strong analytical skills with the ability to collect organise and analyse and disseminate significant amounts of information accurately Knowledge of FNZ's Figaro system and Salesforce Knowledge of SmartSearch / Able to perform Companies House searches/Lexis Nexis checks Excellent client service and client focused background Excellent communication skills Excellent attention to detail Strong understanding of regulatory and reporting requirements Proven management experience and relationship building skills Ability to adapt and work flexibly as demand requires Other Skills and Attributes: Degree in accounting, finance or related field, or equivalent work experience in Financial Services Sector Pro-active, willing to question existing processes and procedures Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.
Dec 12, 2025
Full time
Overview LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Role objective Leading the CDD Team to provide and deliver daily support for the Firm and our Clients. To hold strong relationships with key internal stakeholders (Front Office, Front Office Risk & Control, Financial Crime, Compliance, Client Reporting and Data and Ongoing Due Diligence teams) to ensure seamless execution of Client Due Diligence processes. Must understand the client structures and types of account and be able to review client account opening documents to ensure conformity with UK Know-Your-Client (KYC) and Anti-Money-Laundering (AML) standards. To work with IT & Change to implement and optimise tools to enhance efficiency and accuracy in Client Due Diligence (CDD) processes and reporting. To act as a point of contact and subject matter expert on all Due Diligence issues. Key Responsibilities People Management: Lead the Client Due Diligence team, providing guidance and holding regular 1-2-1s to support and enhance team performance. Manage and allocate CDD team workloads pro-actively to ensure work is completed in a timely manner. Train and upskill team members to ensure familiarity with and adherence to the Firm's policies and procedures in relation to Client Due Diligence. Actively cross-train across the team to ensure full coverage during unexpected absence or volume peaks. Operational Excellence: Maintain oversight to deliver on productivity and SLA targets. Ensure Quality Assurance/Control across the function, including 4-eye checks. Foster a culture of continuous improvement. Provide regular MI and updates to Team Head, Client Onboarding regarding volumes, performance, risk metrics and improvement recommendations. Identify and assess risks within Figaro and Salesforce, resolve them promptly, and implement additional controls. Identify opportunities to improve workflows and drive efficiencies while maintaining high compliance standards. Collaborate with IT & Change to optimise tools for CDD processes and reporting. Act as a Risk Champion and own risk events and remediation communications with stakeholders. Strategic Oversight: Regularly review and enhance procedures and frameworks for Client Due Diligence to remain clear, concise and up to date. Stay abreast of regulatory changes. Support the Head of Client Services with strategic direction and goal delivery. Act as a point of contact or escalation for matters related to Client Due Diligence and provide solutions and clear guidance on resolution steps. Key Regulatory Responsibilities Our clients are at the forefront of everything we do, and we commit to ensuring we achieve good outcomes for them through embracing the New Consumer Duty. This is prevalent for all staff and in doing so, we expect staff to: Comply with the letter, spirit and expectations of applicable legal and regulatory requirements at all times Adhere to LGT Wealth Management's best practice with regard to conduct, culture and other general business compliance control procedures Adhere to the FCA Conduct Rules in addition to any Senior Manager and Certification Regime responsibilities Your profile Key Skills and Technical Requirements: Strong experience of Wealth Management industry, including Front Office, Middle Office and Operational business requirements Strong analytical skills with the ability to collect organise and analyse and disseminate significant amounts of information accurately Knowledge of FNZ's Figaro system and Salesforce Knowledge of SmartSearch / Able to perform Companies House searches/Lexis Nexis checks Excellent client service and client focused background Excellent communication skills Excellent attention to detail Strong understanding of regulatory and reporting requirements Proven management experience and relationship building skills Ability to adapt and work flexibly as demand requires Other Skills and Attributes: Degree in accounting, finance or related field, or equivalent work experience in Financial Services Sector Pro-active, willing to question existing processes and procedures Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.
WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp!At its foundation, SimCorp is guided by our values - caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered.If you like what we're saying, keep reading! Why this role is important to us SimCorp EMEA is building out our Project Management Service Line, with a focus on improving commercial and delivery management of SimCorp's offerings. We are looking for experienced Project Managers to manage the delivery of SimCorp Dimension and related services with asset managers, fund managers, banks, insurance companies and pension funds in the Middle East region.You will be responsible for all aspects of implementation projects including client engagement, resource and financial management, and stakeholder complexity. You will lead project execution with a focus on providing greater customer value and outcomes while better measuring and reducing risk for SimCorp. What you will be responsible for Managing all aspects of the SimCorp implementation across products and services, including clarification and design, configuration, data conversion, integration, testing and training Managing multiple implementation-related workstreams - identifying all required tasks, dependencies, and time/resource estimations as well as providing regular status updates Managing handovers from Presales to Onboarding and from Onboarding to Run Facilitating business requirements gathering workshops Contributing to improvement and documentation of best practices for implementation projects globally in collaboration with Global PMO Creating and maintaining required project artefacts such as project plan, reports and RAID change requests Effectively monitoring customer feedback and reporting Actively identifying and mitigating risk Motivating the project team and ensuring continuous improvement within the team What we value Most important is that you can see yourself contributing and thriving in the position described above. We would expect you to be proficient in several of the following skills and be able to upskill to a high standard for the remainder. Proven track record in delivering multi-stream projects in complex business environments PMI/Prince 2 or equivalent certification Knowledge and experience of the Investment Management/Asset Management/Financial Services industries is a strong asset Familiarity with implementation focused projects in the Financial Technology sector is a plus Willingness to travel to client site from time to time Availability to come into the SimCorp office 2 times a week Benefits An attractive salary and bonus scheme are essential for any work agreement. However, in SimCorp, we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide a good work and life balance and opportunities for professional development: there is never just only one route - we offer an individual approach to professional development to support the direction you want to take. Visit our career pages to learn more about working at SimCorp: Next steps Please send us your application in English via our career site as soon as possible, we process incoming applications continually. Please note that only applications sent through our system will be processed. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process.For any questions you are welcome to contact Azeta GUITI, Lead Talent Acquisition Partner. If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks.We are eager to continually improve our talent acquisition process and make everyone's experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated. Who we are For over 50 years, we have worked closely with investment and asset managers to become the world's leading provider of integrated investment management solutions. We are 2,800+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds.SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal opportunity employer. We are committed to building a culture where diverse perspectives and expertise are integrated in our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients. While striving to deliver client value, we believe it is vital to consider our people and our planet in every business decision we make. Acting responsibly is not optional. It is essential. is a leading provider of investment management solutions to the world's largest asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds. Here you will get to work with skilled and supportive colleagues. We are more than 2500+ employees from 70+ nationalities dedicated to supporting our 300+ clients across the globe. We celebrate multiple approaches and points of view, together we're building a culture where difference is valued. You will be part of a success story and a company that continues to grow, offering a lot of challenging and interesting opportunities.
Dec 12, 2025
Full time
WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp!At its foundation, SimCorp is guided by our values - caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered.If you like what we're saying, keep reading! Why this role is important to us SimCorp EMEA is building out our Project Management Service Line, with a focus on improving commercial and delivery management of SimCorp's offerings. We are looking for experienced Project Managers to manage the delivery of SimCorp Dimension and related services with asset managers, fund managers, banks, insurance companies and pension funds in the Middle East region.You will be responsible for all aspects of implementation projects including client engagement, resource and financial management, and stakeholder complexity. You will lead project execution with a focus on providing greater customer value and outcomes while better measuring and reducing risk for SimCorp. What you will be responsible for Managing all aspects of the SimCorp implementation across products and services, including clarification and design, configuration, data conversion, integration, testing and training Managing multiple implementation-related workstreams - identifying all required tasks, dependencies, and time/resource estimations as well as providing regular status updates Managing handovers from Presales to Onboarding and from Onboarding to Run Facilitating business requirements gathering workshops Contributing to improvement and documentation of best practices for implementation projects globally in collaboration with Global PMO Creating and maintaining required project artefacts such as project plan, reports and RAID change requests Effectively monitoring customer feedback and reporting Actively identifying and mitigating risk Motivating the project team and ensuring continuous improvement within the team What we value Most important is that you can see yourself contributing and thriving in the position described above. We would expect you to be proficient in several of the following skills and be able to upskill to a high standard for the remainder. Proven track record in delivering multi-stream projects in complex business environments PMI/Prince 2 or equivalent certification Knowledge and experience of the Investment Management/Asset Management/Financial Services industries is a strong asset Familiarity with implementation focused projects in the Financial Technology sector is a plus Willingness to travel to client site from time to time Availability to come into the SimCorp office 2 times a week Benefits An attractive salary and bonus scheme are essential for any work agreement. However, in SimCorp, we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide a good work and life balance and opportunities for professional development: there is never just only one route - we offer an individual approach to professional development to support the direction you want to take. Visit our career pages to learn more about working at SimCorp: Next steps Please send us your application in English via our career site as soon as possible, we process incoming applications continually. Please note that only applications sent through our system will be processed. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process.For any questions you are welcome to contact Azeta GUITI, Lead Talent Acquisition Partner. If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks.We are eager to continually improve our talent acquisition process and make everyone's experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated. Who we are For over 50 years, we have worked closely with investment and asset managers to become the world's leading provider of integrated investment management solutions. We are 2,800+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds.SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal opportunity employer. We are committed to building a culture where diverse perspectives and expertise are integrated in our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients. While striving to deliver client value, we believe it is vital to consider our people and our planet in every business decision we make. Acting responsibly is not optional. It is essential. is a leading provider of investment management solutions to the world's largest asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds. Here you will get to work with skilled and supportive colleagues. We are more than 2500+ employees from 70+ nationalities dedicated to supporting our 300+ clients across the globe. We celebrate multiple approaches and points of view, together we're building a culture where difference is valued. You will be part of a success story and a company that continues to grow, offering a lot of challenging and interesting opportunities.
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co investments and secondary purchases, across private equity, real assets and private credit. We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures. There is an exciting opportunity for a Programme Manager (PGM) to join Pantheon's Change Office. The Change Office partners across the organization to define the strategic transformation vision and roadmap, drive implementation of initiatives (including engagement & partnership with key stakeholders) and consistently delivers high quality execution of change. This Programme Manager will lead complex change initiatives (and/or a small portfolio of several change initiatives), with focus on the Investments organization across people, processes and platforms. These initiatives will be led end to end (from ideate to BAU transition) including partnering with key stakeholders to define the strategy and scope, own the detailed planning and leading the design, implementation and transition to BAU. To enable success, collaborating globally across functions (including Core Portfolio Management, Data & Analytics, Investment Teams, Investor Relations, Legal, Finance & Technology), effectively communicating and engaging with third parties will be a key component of this role. This Programme Manager will be directly partnering within the Change Office to manage interdependencies, leverage lessons learned, ensure thoughtful coordination and maintain a consistent and high standard of execution across the portfolio of changing initiatives. They will be responsible for managing project manager(s) and business analyst(s) and report to the Head of Change office. Key Responsibilities Develop & maintain robust programme & project plans, associated artefacts & KPIs to effectively deliver to plan Define and lead respective programme/project governance to facilitate effective decisioning, escalation and engagement of key stakeholders Diligently manage programme budgets and resourcing Work in partnership across the organization to develop business cases and lead prioritization of initiatives Effectively manage the deployment of new systems/applications/tools/products/processes through comprehensive communications & training with all impacted stakeholders Manage project managers and business analysts, provide thought leadership within the Change office & to partnering functions Own relationship with external vendors(s) including leading RPF/vendor selection processes, and negotiating commercials Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct) Functional Expertise Extensive experience successfully leading end to end, complex, multi year transformation programmes within financial services, with a specific focus on Private Equity investment processes and toolsets. Proven track record delivering CRM implementations, including end to end deal process re engineering, for example through platforms such as DealCloud or similar. Ability to produce robust, accurate reporting to ensure transparency across the programme's critical path, including identification and management of key risks, issues, and dependencies. Strong stakeholder management skills, with a demonstrated ability to build relationships and trust across diverse stakeholder groups to influence decisions and secure buy in. Excellent communication skills-both written and verbal-able to translate complex technical or business concepts into clear, concise presentations that "tell the story" effectively for audiences at all levels and drive educated decisioning Collaborative and approachable, comfortable engaging with team members and senior executives alike Thrives in dynamic, fast paced environments, with the agility to adapt to evolving priorities and navigate ambiguity. Pantheon is an Equal Opportunities employer This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job related duties as reasonably requested by your manager.
Dec 12, 2025
Full time
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co investments and secondary purchases, across private equity, real assets and private credit. We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023). Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures. There is an exciting opportunity for a Programme Manager (PGM) to join Pantheon's Change Office. The Change Office partners across the organization to define the strategic transformation vision and roadmap, drive implementation of initiatives (including engagement & partnership with key stakeholders) and consistently delivers high quality execution of change. This Programme Manager will lead complex change initiatives (and/or a small portfolio of several change initiatives), with focus on the Investments organization across people, processes and platforms. These initiatives will be led end to end (from ideate to BAU transition) including partnering with key stakeholders to define the strategy and scope, own the detailed planning and leading the design, implementation and transition to BAU. To enable success, collaborating globally across functions (including Core Portfolio Management, Data & Analytics, Investment Teams, Investor Relations, Legal, Finance & Technology), effectively communicating and engaging with third parties will be a key component of this role. This Programme Manager will be directly partnering within the Change Office to manage interdependencies, leverage lessons learned, ensure thoughtful coordination and maintain a consistent and high standard of execution across the portfolio of changing initiatives. They will be responsible for managing project manager(s) and business analyst(s) and report to the Head of Change office. Key Responsibilities Develop & maintain robust programme & project plans, associated artefacts & KPIs to effectively deliver to plan Define and lead respective programme/project governance to facilitate effective decisioning, escalation and engagement of key stakeholders Diligently manage programme budgets and resourcing Work in partnership across the organization to develop business cases and lead prioritization of initiatives Effectively manage the deployment of new systems/applications/tools/products/processes through comprehensive communications & training with all impacted stakeholders Manage project managers and business analysts, provide thought leadership within the Change office & to partnering functions Own relationship with external vendors(s) including leading RPF/vendor selection processes, and negotiating commercials Ensure compliance with relevant laws, regulations and Pantheon policy (including reporting compliance risks and maintaining appropriate standards of conduct) Functional Expertise Extensive experience successfully leading end to end, complex, multi year transformation programmes within financial services, with a specific focus on Private Equity investment processes and toolsets. Proven track record delivering CRM implementations, including end to end deal process re engineering, for example through platforms such as DealCloud or similar. Ability to produce robust, accurate reporting to ensure transparency across the programme's critical path, including identification and management of key risks, issues, and dependencies. Strong stakeholder management skills, with a demonstrated ability to build relationships and trust across diverse stakeholder groups to influence decisions and secure buy in. Excellent communication skills-both written and verbal-able to translate complex technical or business concepts into clear, concise presentations that "tell the story" effectively for audiences at all levels and drive educated decisioning Collaborative and approachable, comfortable engaging with team members and senior executives alike Thrives in dynamic, fast paced environments, with the agility to adapt to evolving priorities and navigate ambiguity. Pantheon is an Equal Opportunities employer This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job related duties as reasonably requested by your manager.
View our cookie policy .Investment Platform Specialist page is loaded Investment Platform Specialistlocations: Edinburghtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 31, 2025 (10 days left to apply)job requisition id: R Job Description At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group.Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent.Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Role & Department We are seeking an Investment Platform Specialist to join our Asset Management Technology team. This is a front office role support role, focused on the Order Management System (OMS) and connected applications and Trading Venues. The team supports operations for the OMS across global regions APAC, EMEA and AMRS. You'll work at the intersection of technology, investment products and business operations supporting the delivery and performance of investment solutions.In Investments Technology, our Asset Management Tribe supports the products and processes employed by our asset management business. The tribe comprises a number of squads who are responsible for developing, maintaining and supporting the critical suite of applications and technologies. Key Responsibilities Dealer facing support as a key point of contact for portfolio managers, dealers and third-party vendors connected with our investment platform. Provide real-time support for trade execution and the investment management system (Charles River IMS) Ensure compliance with regulatory and operational standards. Oversee the functionality and performance of investment platforms, the identification, logging and resolution of defects. Collaborate within the Asset Management Tribe to enhance platform features or resolve technical issues. Working with end users to identify improvements to workflows and how we extract as much value as possible from our systems. Ensure the platform supports front office needs like order routing, pricing, and reporting. Working closely with other team members to provide full global service and share best practices. Work with service partners and vendors to ensure requirements of our business are being met. Working with internal stakeholders through business-as-usual tasks and project work. Performing some regular tasks around these systems which are key to business processes. Designing and documenting processes and procedures for both BAU investment activities and support. Involvement in projects and platform enhancement initiatives, particularly on platform maintenance Develop awareness of the industry and an understanding of common problems, issues and solutions. About the Candidate The ideal candidate will possess the following: Customer focus - works to understand business requirements and recommends practical and timely solutions Analytical skills and SQL/Excel proficiency Experience of FIX and desk based dealing applications in an enterprise environment Understanding of investment products (funds, ETFs, equities, fixed income, OTC) Experience with front office systems and knowledge of trade lifecycle and settlement processes Experience of Windows Server environments Excellent communication for liaising with stakeholders and internal teams Experience of support ticketing systems such as Service Now, JIRA or equivalent Desirable Skills Experience in an Investment Management environment Understanding of Charles River Investment Management System (CRIMS) Understanding of Enterprise Scheduling Systems ITIL v4 Foundation ITIL Service Operations Powershell scripting or equivalent scripting language Network understanding including TelnetWe are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. You can find out more about what we do . An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you.At Aberdeen we've adopted a 'blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business., where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Dec 12, 2025
Full time
View our cookie policy .Investment Platform Specialist page is loaded Investment Platform Specialistlocations: Edinburghtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 31, 2025 (10 days left to apply)job requisition id: R Job Description At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group.Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent.Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Role & Department We are seeking an Investment Platform Specialist to join our Asset Management Technology team. This is a front office role support role, focused on the Order Management System (OMS) and connected applications and Trading Venues. The team supports operations for the OMS across global regions APAC, EMEA and AMRS. You'll work at the intersection of technology, investment products and business operations supporting the delivery and performance of investment solutions.In Investments Technology, our Asset Management Tribe supports the products and processes employed by our asset management business. The tribe comprises a number of squads who are responsible for developing, maintaining and supporting the critical suite of applications and technologies. Key Responsibilities Dealer facing support as a key point of contact for portfolio managers, dealers and third-party vendors connected with our investment platform. Provide real-time support for trade execution and the investment management system (Charles River IMS) Ensure compliance with regulatory and operational standards. Oversee the functionality and performance of investment platforms, the identification, logging and resolution of defects. Collaborate within the Asset Management Tribe to enhance platform features or resolve technical issues. Working with end users to identify improvements to workflows and how we extract as much value as possible from our systems. Ensure the platform supports front office needs like order routing, pricing, and reporting. Working closely with other team members to provide full global service and share best practices. Work with service partners and vendors to ensure requirements of our business are being met. Working with internal stakeholders through business-as-usual tasks and project work. Performing some regular tasks around these systems which are key to business processes. Designing and documenting processes and procedures for both BAU investment activities and support. Involvement in projects and platform enhancement initiatives, particularly on platform maintenance Develop awareness of the industry and an understanding of common problems, issues and solutions. About the Candidate The ideal candidate will possess the following: Customer focus - works to understand business requirements and recommends practical and timely solutions Analytical skills and SQL/Excel proficiency Experience of FIX and desk based dealing applications in an enterprise environment Understanding of investment products (funds, ETFs, equities, fixed income, OTC) Experience with front office systems and knowledge of trade lifecycle and settlement processes Experience of Windows Server environments Excellent communication for liaising with stakeholders and internal teams Experience of support ticketing systems such as Service Now, JIRA or equivalent Desirable Skills Experience in an Investment Management environment Understanding of Charles River Investment Management System (CRIMS) Understanding of Enterprise Scheduling Systems ITIL v4 Foundation ITIL Service Operations Powershell scripting or equivalent scripting language Network understanding including TelnetWe are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. You can find out more about what we do . An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you.At Aberdeen we've adopted a 'blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business., where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Dec 12, 2025
Full time
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
