1013 jobs found

This newly created Finance Analysis r ole for a Growing Asset Manager firm paying £55,000 to £60,000 depending on experience with a Discretionary bonus, based in Heart of the City on a Permanent basis and operate 3 days in the office policy. Role As a Finance Analysis, you will work closely with the Head of Finance who is all about internal growth and development click apply for full job details

Overview Where you'll fit in & what our team goals are Your role is to provide tax support, as subject matter expert, to the Alternatives business (primarily UK and European real estate and private equity) through all stages of the product lifecycle, with a view to assisting the business in implementing and maintaining effective governance and control over tax risk, complying with global tax laws and regulations, implementing appropriate tax planning, and maintaining an open and constructive relationship with global tax authorities. A key part of your role is building strong relationships with the senior leaders of the Alternatives business, to ensure tax remains high on the agenda. How you'll spend your time Business Development Working with senior leaders in the Columbia Threadneedle Investments' Alternative funds business, real estate and private equity fund managers, Distribution, Compliance and GCO (legal) on the design and marketing of new UK and EMEA funds/strategies including initial guidance on suitable tax efficient fund structures. Supporting Fund Managers, Distribution and Client Director teams regarding tax queries from investors/clients for Alternatives products. Providing tax input to Alternatives RFPs. Providing European and UK tax input to US Alternatives fund initiatives as appropriate. Change Management Providing tax input to all new change initiatives including, but not limited to: Launch of new funds. Changes to existing funds including fund mergers and closures. Corporate acquisitions and disposals, including creation of subsidiary structures for acquisition of new UK and European real estate assets. Governance Representing tax on the Alternatives Management Group and representing tax for any Alternatives Products presented to the Product Approval Committee for EMEA. Operations - UK and European Real Estate Providing tax support to the business, across all aspects of direct corporate and property related taxes (excluding indirect taxes), in relation to the following: -Tax compliance (including international transfer pricing compliance) -Tax governance and management of tax risk. -Interactions with HMRC and other tax authorities. -Engagement of, liaison with, and oversight of external advisors as required. -Implementing advisor recommendations. -Provision of tax information to investors. -Impact assessment of and implementation of measures to deal with relevant changes in the tax landscape (e.g. new European Directives). -European and other mandatory disclosure regimes. -Ad hoc tax queries. People One direct report. Other Generally providing any other ad hoc tax advisory support to the Alternatives business as requested. To be successful in this role you will have Requisite technical knowledge and experience of dealing with UK and European Real Estate and private equity funds with global investors. Strong interpersonal skills and ability to build lasting relationships. Ability to communicate complex concepts simply and understandably. Strong organizational skills. If you also had this, it would be great Qualified Tax professional with extensive, relevant experience Open, collaborative way of working, proactive in communication Broad UK and international tax compliance, group reporting, and tax advisory experience with knowledge of direct and indirect taxes (experience of the Construction Industry Scheme desirable), and transfer pricing Readiness to take responsibility and be held accountable Chartered Accountant (ACA), Chartered Tax Advisor (CTA) or equivalent About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Finance

We're seeking a driven, intelligent, and proactive Account Executive to join our UK Sales team, focusing on sales of our Investment Suite. This high-impact role suits someone who thrives in consultative sales and is keen to influence how real estate investment managers, owners, and developers operate. You'll be responsible for developing a deep expertise in investment management, fund and loan structuring, and financial operations-while mastering Yardi's fast-evolving AI roadmap and communicating measurable client value. The successful candidate will go beyond transactional sales, acting as a trusted advisor to senior investment stakeholders and leading clients through full sales cycles, from prospecting to technology adoption. What You'll Be Doing Own the full sales cycle for Yardi Investment Suite, including Investment Manager, Investment Accounting, Debt Manager, Acquisition Manager, amongst other relevant products for investment management firms. Build and strengthen relationships with senior decision-makers in your territory, focusing on investment managers, private equity and asset managers. Understand client requirements by engaging in strategic conversations, positioning Yardi's suite to deliver efficiency, transparency and ROI for investment operations. Lead executive-level meetings and product demonstrations, matching solutions to client needs with confidence and clarity. Collaborate with pre-sales, onboarding, and customer success teams to ensure seamless client experiences throughout the lifecycle. Maintain accurate records of activity, pipeline, and forecasts using CRM platforms. Stay up-to-date on Yardi's rapidly expanding product suite, particularly new AI and data analytics capabilities; complete required certifications. Represent Yardi at industry events and client meetings, virtually and in person. What You Bring 5+ years of success in B2B SaaS sales, demonstrated by consultative, solution-selling experience. Proven record in new business acquisition and direct engagement with decision-makers at the senior investment management level. Deep understanding of the sales cycle-prospecting, qualification, proposal development, demonstrations, and contract negotiation. Experience leading high-level product demonstrations, ideally focused on investment management technology. Proficient in CRM systems with a track record of pipeline management and client engagement accuracy. Excellent communication, presentation, and negotiation skills; highly proactive and goal-oriented with a strong sense of ownership and urgency. Willingness to travel up to 50% and work from our London office as required. Bonus Points For Experience in commercial real estate investment, property management, fund accounting, or PropTech. Familiarity with ERP or property/investment management SaaS platforms and real estate fund administration processes. Understanding of accounting principles and financial operations, with experience selling to finance executives or CFOs. Demonstrated achievement in both new client acquisition and account growth. Working proficiency in French and / or German. Why Yardi? Yardi is a global leader in real estate technology, with over $2.2bn+ annual revenue, a 20% average growth rate over 40 years, and a Forbes Cloud 100 placement for 10 consecutive years. Thousands of clients trust Yardi to process their most critical investment data, and we are investing heavily in AI and innovative solutions. This role offers a front-row seat to transformation in investment management technology. You'll join smart, collaborative colleagues and have the opportunity to make a real impact-for clients and your career. Our culture is friendly, inclusive and casual. We value work-life balance and were ranked as a top employer by Glassdoor in 2024. A culture of giving: The Yardi Foundation supports global charitable initiatives selected by our employees.

Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service led banking powered by modern technology. Job Purpose The purpose of this role is to develop, maintain and implement a privacy framework and the resulting privacy policies, procedures and documentation for the processing of personal data in coordination with appropriate members of the organisation (e.g., business process owners, legal, information security, operational risk, compliance officers and supplier management). Where applicable, to place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers; and to comply with the FCA and PRA's Conduct Rules. Job Description Key Responsibilities: Governance Devise and update policies and procedures for customers, employees and data breach response activities, ensuring alignment with the actual implementation of personal data processing activities. Monitor continuous adherence to the privacy framework requirements. Work to ensure the organisation maintains the appropriate privacy and confidentiality consent procedures, authorisation forms, and information notices. Establish and work with a multidisciplinary team, including audit and risk, compliance, HR, legal, business process owners, IT, security and other internal stakeholders to ensure enterprise wide coverage of the privacy discipline. Work with procurement, vendor management and legal to ensure that third party suppliers' contracts and operating level agreements meet international privacy requirements. Implement and maintain an internal reporting mechanism for intended (new or changed) personal data processing activities, to which business unit/process owners must adhere. Part of this mechanism will determine when and how to conduct the necessary impact assessment(s). Notify data protection authorities of the organisation's processing activities and/or obtain guidance where required. Inform/direct response to privacy related emergencies and other potentially damaging events. Communicate with regulatory authorities and the public concerning privacy issues (for example, answering data subject's questions and requests). Privacy Impact Assessment Determine the enterprise's specific privacy related requirements and potential vulnerabilities. Receive and manage internal reports from business stakeholders to maintain insight over all project and innovative initiatives, including change management, to ensure timely attention for privacy bottlenecks and hiatuses. Develop, improve and manage the privacy impact assessment process, in close collaboration with business stakeholders. Conduct regular privacy policy compliance assessments to ensure that AL's privacy policies are being adhered to. Personal Data Inventory and Usage Oversee the creation of an inventory that documents how and why the company collects, shares and uses personal data. Build processes to continuously update and re evaluate the extent to which customer and employee information is collected and shared internally and externally. Maintain AL's registry of all personal data stores and processing activities. Strengthen alignment between privacy and data centric stakeholders by assisting them in refining and operationalising AL's retention schedule using output from privacy management activities (e.g. PIA) to facilitate deletion or anonymisation of personal data that is no longer needed for identified purpose(s), and in accordance with applicable requirements. Information Technology Ensure that data security practices - in particular, logging, monitoring and auditing practices - do not conflict with privacy requirements. Work closely with the technology service teams to anticipate potential privacy problems embedded in the use of emerging technologies. Managing privacy risks in the context of new technologies and change initiatives: Assessing the privacy implications of emerging technologies like artificial intelligence (AI), machine learning (ML), and blockchain. Developing and implementing privacy by design principles into the development of new technologies and products. Risk: Responsible for managing risks inherent to the role by diligently observing internal policies and procedures. Key Interfaces Data Protection Officer Chief Information Officer & CISO Compliance Officers Supplier Management and Supplier Managers Person Specification Knowledge/Experience/Skills: Highly developed Strong analytical and problem resolution skills. Advanced business judgment, with the ability to think strategically and give practical advice by balancing business needs with privacy risks. Developed written and verbal communication skills, as well as the ability to work well with a diverse client base. Detailed Understanding of the privacy aspects of the product development life cycle, data handling and asset classification, and knowledge of the role of a privacy professional in ensuring that customer data is properly managed. Advanced Interest in national and international privacy developments, constitutional privacy guarantees, international privacy guidelines and principles, privacy by design, protection by default, data subject's rights, privacy accountability and minimal disclosure. Advanced Ability to articulate the importance of customer privacy. Comfort with promoting privacy at all levels, including audiences who have varying levels of familiarity with the topic. Developed Ability to maintain proper documentation, relevant records and archives in an orderly, transparent fashion. Advanced Comprehensive understanding of data privacy principles, such as data minimization, data purpose limitation, and data subject rights. Advanced skill with data protection frameworks, such as NIST Privacy Framework and ISO 27701, and methodologies for implementing data governance framework within organisations. Extensive Experience implementing a privacy program in a business that engages in business to business (B2B) and business to consumer (B2C) transactions. Extensive experience in understanding business process flows and to provide recommendations for operationalizing compliance requirements. Extensive Experience conducting privacy and data protection impact assessments and audits to identify and evaluate privacy risks within organisations. Substantial Experience with and/or adequate knowledge of data protection technologies, such as encryption, anonymisation, and privacy enhancing technology. Qualifications (one or more of the below qualifications, or a recognised equivalent) Certified Information Privacy Professional (CIPP) Certified Information Privacy Management (CIPM) Certified Information Privacy Technologist (CIPT) Change Focus Judgment & Problem Solving Leading Others Planning & Reviewing Communication & Confidence About Us Life, Work and Benefits Arbuthnot Latham is committed to equal opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people. Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Discretionary bonus Market leading maternity/paternity and menopause policies Data Privacy and Reasonable adjustments We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at . Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.

The Firm Brevan Howard Asset Management is one of the leading absolute return/hedge fund managers, overseeing assets on behalf of institutional investors from around the world, including pension funds, endowments, insurance companies, government agencies, private banks, and fund of funds. Brevan Howard was founded in 2002 and launched its flagship global macro strategy in April 2003. The firm currently manages over $34bn and engages predominantly in discretionary directional and relative value trading in fixed income, FX markets, and equities. BH Digital, a division within Brevan Howard that manages crypto and digital asset strategies was launched in 2022. The firm currently employs over 1,000 personnel worldwide, including over 400 investment professionals. This global presence gives Brevan Howard the ability to identify and source attractive investment opportunities, as well as investment management talent wherever they may be. Brevan Howard has won several industry awards for excellence in risk management, operational robustness, and investment performance. The firm's main hubs are in London, Jersey, Geneva, New York, Austin, Hong Kong, Singapore, Abu Dhabi and Bengaluru. Overview & Responsibilities Our Risk & Treasury Graduate Programme is fourteen months in duration and seeks to hire ambitious, enthusiastic candidates who have strong mathematical/quantitative backgrounds and a demonstrated interest in risk and treasury. The programme will start with an extensive two-month training programme at our London office, followed by two six-month rotations. The training will cover a range of topics relating to Financial Markets and Risk Management, including Macroeconomics, FX, Digital Assets, Interest Rate Derivatives, Equities, Bonds, Credit and Fixed Income, Risk Sensitivities (the Greeks), Pricing Strategies, Excel and Python. Additionally, graduates will benefit from classes hosted by Risk Officers, Traders and Portfolio Managers, as well as key talks, networking lunches, a mentor programme, and social events. The rotations aim to provide each graduate with "on the desk" experiences. We will match you to desks within the Risk & Treasury department based on your skills, where you will learn the fundamentals of risk management and contribute in a tangible way to the successful running of the Risk & Treasury department. At the end of the programme, graduates will be placed on a permanent desk within Risk & Treasury. Qualifications & Requirements A recent graduate of a bachelor's or master's degree at a recognised University with a minimum of a 2:1 / 3.5 GPA - completed and awarded before August 2025 Bachelor's or Master's in Mathematics, Physics, Engineering, Financial Engineering, Finance or STEM related field (Master's preferred) Strong quantitative, analytical and problem-solving skills with a high attention to detail Self-starter that can work independently, as well as collaboratively as part of a team Inquisitive; eager to learn new concepts and examine topics in depth Outstanding organisational skills: ability to prioritise tasks and deliver on multiple projects accordingly Strong communication and interpersonal skills; exemplary professionalism with internal and external clients and exceptional written and verbal communication skills in English Technical skills and experience: Microsoft Excel, programming skills e.g. in SQL/Python, data visualisation

Jordan International Bank was established in 1984 in response to a clear demand for a financial institution that could combine experience, knowledge and cultural understanding across two continents to fulfil client's financial needs. Over three decades the bank has evolved from those founding principles to offer a full range of retail and investment banking services to its clients. Working for JIB means that you join a team that are passionate about delivering the best for its customers, both internal and external. JIB is an equal opportunity employer that values and supports diversity in the workplace, respecting everyone in the organisation as an individual. We pride ourselves on promoting an inclusive environment where everyone feels able to participate and achieve their potential. Our size, around 50 employees, all based in our office in the heart of St James, means that every employee is able to make a positive impact but also enables them to have a breadth of knowledge rather than having to be specialists on one area with the chance of greater responsibility. The Role As an experienced Private Banker with a proven track record in building and managing high-net-worth client relationships. Skilled in delivering tailored financial solutions, growing assets under management, and driving revenue through strategic cross-selling. Passionate about helping clients achieve their financial goals while exceeding performance targets. Responsibilities Comply with Regulatory & AML policies- this involves sanctions screening, PEP activity, large value transactions and high risk country monitoring. Further investigations to ensure activity of customer falls in line with CDD/KYC protocols. Liaising with OPS, MLRO & senior management of any significant exceptions. Interdepartmental coordination to deliver high quality services. Namely between Treasury, Settlement and OPS. Process all mortgage applications in a compliant manner, without errors and right first time. Administrative work to ensure all customer files are up to date: this includes periodic reviews of all customer files to assess the adequacy of all presented documentation and KYC information. Ensure compliance with laws and regulations relevant to aforementioned responsibilities by enrolling in workshops, training courses and/or obtaining relevant certifications. Ensure, where possible. customers are informed of any changes to the terms of reference relating to their accounts and the services provided by the bank. Ensure customers' requests are completed- whether they are transfers, cash orders, cheque books, depositing cash and enquiries Meet all customer and performance KPI's Assist in formulate appropriate business strategy/budget for RM activities/ PB department Point of contact for JIB customers Escalate risk matters to appropriate senior managers Other adhoc tasks as required Experience Required Up to date knowledge of AML regulations (JMLSG, FCA rules, 3 rd EU Money Laundering Directive, The Money Laundering Regulations) Certified Role Arabic written and spoken (preferred) Working knowledge of day-to-day banking activities Good knowledge in using the bank's core operating systems Communication skills with colleagues and customers Ability to work under pressure and meeting deadlines What we offer: Competitive salary and Employee benefits package A great work environment in a wonderful Central London location The opportunity to learn, progress and enhance your skills

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.

Commodity Fundamentals Portfolio Manager London, United Kingdom About Winton Winton is a research-based investment management company with a specialist focus on statistical and mathematical inference in financial markets. The firm researches and trades quantitative investment strategies, which are implemented systematically via thousands of securities, spanning the world's major liquid asset classes. Founded in 1997 by David Harding, Winton today manages assets for some of the world's largest institutional investors. We employ ambitious professionals who want to work collaboratively at the leading edge of investment management. We seek a systematic commodities PM/quant strategist with experience building and operating systematic fundamental commodiites trading strategies to join our Investment Management & Research (IMR) group. You will work as part of a collaborative quant group structure in which you will leverage significant technology and process resources provided by internal teams in order to deliver your strategies. Responsibilities: Developing and operating scalable systematic trading strategies in specific commodities markets (eg energies, metals, agriculturals) Working with quant researchers and other PMs/strats to enhance your strategy and contribute to others Liaising with technology and data teams to build infrastructure required for your trading Overseeing the operation of trading strategies with regard to trading activity, positions and performance What We're Looking For: Previous experience and/or trading track record in systematic commodities trading Excellent knowledge of commodity markets fundamentals, supply/demand modelling and associated data sets Technical skills in data analysis, Python programming and understanding of instrument mechanics Leadership and communication skills to operate in a collaborative environment and drive changes required for your strategy What We Offer: World-class infrastructure for developing and operating systematic trading strategies An exceptional opportunity to learn from others and have a broad impact Equal Opportunity Workplace We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.

Job Info Job Identification 4029 Posting Date 07/31/2025, 01:17 PM Job Role Consulting -Transformation Solutioning Lead Experience (In Years) 9-12 Job Description EXL (NASDAQ: EXLS) is a global data and artificial intelligence ("AI") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 59,000 employees spanning six continents. For more information, visit . BU/Segment: Solutions - Banking & Capital Markets Location: London, United Kingdom (Flexible hybrid working) Employment Type: Permanent Summary of the role: As a Solutioning Lead in EXL's Banking & Capital Markets practice, you will be responsible for shaping strategic and winning solutions for leading EMEA based financial institutions. You will work closely with clients, sales teams, and delivery leaders to design offerings that combine EXL's digital, data, analytics, and operations strengths. Your solutions will address critical needs such as regulatory compliance, digital transformation, operational efficiency, and customer experience enhancement. As part of your duties, you will be responsible for: Lead solution design for large, complex transformation and managed services deals in banking and capital markets. Collaborate with sales, delivery, pricing, legal, and subject matter experts to develop end-to-end solutions aligned with client goals and EXL's capabilities. Respond to RFPs, RFIs, and unsolicited proposals with detailed solution narratives, transformation roadmaps, delivery frameworks, and commercials. Develop solutions covering retail, commercial, and investment banking processes-customer onboarding, front/middle/back office processes, AML/KYC, payments, lending, risk etc Incorporate automation, AI/ML, cloud, and analytics into client solutions to drive innovation and measurable outcomes. Engage with client stakeholders during pursuit phases, presenting solutions and managing workshops or deep-dive discussions. Support transition and implementation planning post-deal sign-off. Maintain a strong understanding of industry trends, regulatory changes, and competitive dynamics in banking and capital markets. Qualifications and experience we consider to be essential for the role: Bachelor's degree in Finance, Business, Technology, or a related field (MBA preferred). 8+ years of experience in banking or capital markets solutioning, pre-sales, consulting, or digital transformation with professional services organisations with specific experience for UK based clients. Track record of working with Tier 1 banks, asset managers, or capital markets firms. Strong understanding of front-to-back banking processes including credit lifecycle, risk, payments, and regulatory reporting. Experience in commercial modeling, pricing strategy, and business case creation. Experience in designing digital and data-led solutions using AI, ML, RPA, and cloud-native tools. Excellent communication, presentation, and stakeholder management skills. Experience working in global/matrixed environments and multicultural teams. Skills and Personal attributes we would like to have: Strategic Solution Design: Proven ability to architect innovative, scalable, and commercially viable solutions for complex banking transformation programmes across front, middle, and back-office operations. Client-Centric Mindset: Adept at understanding client pain points and aligning proposals to their strategic goals, regulatory challenges, and operational needs. Commercial Acumen: Strong grasp of pricing, business case development, and deal structuring to ensure win-win outcomes for clients and EXL. Technology Fluency: Comfortably conversant with digital, data, AI/ML, cloud, and automation technologies and their application in solving real-world banking problems. Influencing & Communication Skills: Skilled in engaging and influencing senior stakeholders through impactful presentations, solution storytelling, and facilitation of workshops. As part of a leading global analytics and digital solutions company, you can look forward to: A competitive salary with a generous bonus, private healthcare, critical illness life assurance at 4 x your annual salary, income protection insurance, and a rewarding pension. EXL provides everyday financial well-being solutions, such as cash back cards, in which you can earn cashback while enjoying discounts, promotions, and offers from top retailers. We also offer a Cycle Scheme where you can save money on bikes and cycling accessories. At EXL , we are committed to providing our employees with the tools and resources they need to succeed and excel in their careers. We offer a wide range of professional and personal development opportunities. We also support a range of learning initiatives that allow our employees to build on their existing skills and knowledge. From online courses to seminars and workshops, our employees have the opportunity to enhance their skills and stay up to date with the latest trends and technologies. As an Equal Opportunity Employer, EXL is committed to diversity. Our company does not discriminate based on race, religion, colour, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, age, or disability status. EXL employees are eligible to purchase stock as part of our Employee Stock Purchase Plan (ESPP). At EXL , we offer a flexible hybrid working model that allows employees to live a balanced, healthy lifestyle while strengthening our culture of collaboration. To be considered for this role, you must already be eligible to work in the United Kingdom.