Blackstone 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 . Responsibilities This role reports into the Senior Vice President of Tax in London Deals Work closely with and support deal teams with Tax DD and structuring work streams on transactions and restructuring of portfolio investments, including review and commenting of DD / structure reports, calls with advisors, and interaction with BXCI counsels Participate in fund allocation meetings, clarifying any organizational matters relevant for tax (e.g. allocation, funding) Review and confirm tax implications of transactions at investment platform level and involve local counsel as required Review legal documents pertaining to the deal from a tax perspective (together with counsel) Fund structuring Support teams in the negotiation process and implementation of new products / funds to clients including: working out the most suitable bespoke structure for each investor in light of their specific concerns / requirements and tax environment and leading the implementation process of such a structure with production of tax memo/opinion, involving direct client exposure. Get up to date on main tax considerations on specific mandates (e.g. US LOB, independent agent, trading vs investment income) and monitor developments Review IMA, partnership documentation and all other related documents from a tax perspective Compliance Coordinate with Lux/Irish/UK/US finance teams and advisors to ensure timely preparation of tax returns (e.g. UK / German partnership tax reporting), including preparation of IBCI reporting Review and sign-off on tax returns / computations (prepared by advisors) and investor tax reporting for BXCI retail funds Oversee other tax aspects, i.e. VAT registration / filing with advisors and BXCI Lux and Irish team, TP methodology / strategy, monitor WHT exposure (UK Passport, reclaim process), etc. Oversee business administration and implement processes to streamline filing / reporting process where needed together with local teams Investment Platform Get to know how the Lux and Irish BXCI platforms are structurally and operationally organized and monitor funding (internal / external) and distribution process Monitor market practices (via building-up industry contact and advisors network) and keep BXCI on top of best players on structuring and substance Take an active role in helping BXCI navigate through tax changes and find / implement best business answers (together with advisors) Skills and Experience : Extensive Experience in a Big 4 accountancy firm (minimum 8 years' experience) Strong international / cross-border M&A experience Good DD / tax structuring skills with a drive to lead tax streams Good general understanding of Fund industry required with tax structuring / compliance experience highly considered Experience setting-up /dealing with SPVs / investment platform with an awareness of main cross-border tax implications, i.e. substance, corporate governance, beneficial ownership; and knowledgeable about BEPS initiatives (MLI, ATAD ) No credit specific experience required but a plus Some TP knowledge Strong analytical rigor Excellent communication skills and experience interacting with deal and finance teams Familiarity with tax compliance Awareness of Luxembourgish and Irish regulations Driven and proactive Able to produce deliverables of a high quality and on-schedule Ability to work independently and to take on additional responsibilities Qualifications Undergraduate Degree in Finance or Law an asset CA or CTA an asset, but not essentialAll qualified applicants will receive consideration for employment without regard to race, colour, 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.
Mar 03, 2026
Full time
Blackstone 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 . Responsibilities This role reports into the Senior Vice President of Tax in London Deals Work closely with and support deal teams with Tax DD and structuring work streams on transactions and restructuring of portfolio investments, including review and commenting of DD / structure reports, calls with advisors, and interaction with BXCI counsels Participate in fund allocation meetings, clarifying any organizational matters relevant for tax (e.g. allocation, funding) Review and confirm tax implications of transactions at investment platform level and involve local counsel as required Review legal documents pertaining to the deal from a tax perspective (together with counsel) Fund structuring Support teams in the negotiation process and implementation of new products / funds to clients including: working out the most suitable bespoke structure for each investor in light of their specific concerns / requirements and tax environment and leading the implementation process of such a structure with production of tax memo/opinion, involving direct client exposure. Get up to date on main tax considerations on specific mandates (e.g. US LOB, independent agent, trading vs investment income) and monitor developments Review IMA, partnership documentation and all other related documents from a tax perspective Compliance Coordinate with Lux/Irish/UK/US finance teams and advisors to ensure timely preparation of tax returns (e.g. UK / German partnership tax reporting), including preparation of IBCI reporting Review and sign-off on tax returns / computations (prepared by advisors) and investor tax reporting for BXCI retail funds Oversee other tax aspects, i.e. VAT registration / filing with advisors and BXCI Lux and Irish team, TP methodology / strategy, monitor WHT exposure (UK Passport, reclaim process), etc. Oversee business administration and implement processes to streamline filing / reporting process where needed together with local teams Investment Platform Get to know how the Lux and Irish BXCI platforms are structurally and operationally organized and monitor funding (internal / external) and distribution process Monitor market practices (via building-up industry contact and advisors network) and keep BXCI on top of best players on structuring and substance Take an active role in helping BXCI navigate through tax changes and find / implement best business answers (together with advisors) Skills and Experience : Extensive Experience in a Big 4 accountancy firm (minimum 8 years' experience) Strong international / cross-border M&A experience Good DD / tax structuring skills with a drive to lead tax streams Good general understanding of Fund industry required with tax structuring / compliance experience highly considered Experience setting-up /dealing with SPVs / investment platform with an awareness of main cross-border tax implications, i.e. substance, corporate governance, beneficial ownership; and knowledgeable about BEPS initiatives (MLI, ATAD ) No credit specific experience required but a plus Some TP knowledge Strong analytical rigor Excellent communication skills and experience interacting with deal and finance teams Familiarity with tax compliance Awareness of Luxembourgish and Irish regulations Driven and proactive Able to produce deliverables of a high quality and on-schedule Ability to work independently and to take on additional responsibilities Qualifications Undergraduate Degree in Finance or Law an asset CA or CTA an asset, but not essentialAll qualified applicants will receive consideration for employment without regard to race, colour, 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.
Relmis the only specialty insurer dedicated to supporting the world's most innovative industries. Whetherit'swithstartupsharnessing zero-gravity conditions on the ISStomanufacture blindness-curing retinas,global crypto exchanges democratizing crypto trading,orbiotech pioneers using gene-editing technology to advance personalized medicine,Relmworks lockstep with innovators to understand and underwrite businesses shaping the future. Relm'steamoperatesout of offices in London, New York, Dubai, Miami, Bermuda,executingmarket-leading insurance solutions for companiesoperatingindigital assets andweb3, AI, the space economy, financial technology, biotech, and more. WHAT WE ARE LOOKING FOR Where regular insurers look backwards,Relmdifferentiates by looking ahead. Weoperateat the forefront of innovative industries by hiring curious minds with deep sector experience.To continue helpingbusinessesbuild the future, we needallofour team memberstodemonstratecuriosity, creativity, courage, and optimism. We need them to be accountable for ideationbutableto execute collaboratively. In short: we hire people whose inquisitive minds help them break ground. WHAT WE ARE LOOKING FOR The VP, Captive Manage r is responsible for overseeing the management and operation of captive insurance solutions within Relm Insurance. This role requires a combination of strategic thinking, strong technical experience and expertise in insurance and reinsurance using captives, and strong client relationship management skills. The Captive Manager will serve as the primary liaison between the company and its clients, ensuring that all regulatory and business requirements are met, the captives operate efficiently, and deliver optimal value. WHAT YOU WILL DO Serve as the main point of contact for clients utilizing captive insurance solutions. Develop and maintain strong relationships with clients, understanding their needs and providing tailored insurance solutions. Facilitate regular communication with clients, including providing updates on captive performance, regulatory compliance, and strategic opportunities. Support clients in evaluating their risk management strategies and identifying ways the captive can enhance their overall risk management program. Oversee the day-to-day operations of captives, including underwriting, claims management, and financial reporting. Coordinate with internal and external stakeholders to ensure timely and accurate completion of financial statements, regulatory filings, and other compliance requirements. Collaborate with actuaries, auditors, tax advisors, and legal counsel to ensure captives operate within all applicable regulations and best practices. Develop annual business plans and budgets for captive entities, ensuring alignment with client and company objectives. Ongoing review, update, development and implementation of policies and procedures to ensure the organization remains compliant with local regulatory requirements and industry best practices governing captives, including financial reporting, solvency requirements, and corporate governance. Develop periodic management metrics/reports including key risk indicators (KRIs) and key performance indicators to identify, mitigate and elevate risks, deficiencies and potential breaches. Ensure that appropriate due diligence documentation is obtained and any required sanctions screening is performed prior to execution of agreement. Collaborate with Product development team to review and ensure that captive solutions offered align with BMA license conditions. Monitor incoming transfers and payments requests within captive cells to identify any transactions requiring escalation to Compliance. Collaborate with the business development team to promote captive insurance solutions to prospective clients. Provide insights and recommendations on captive formation, feasibility studies, and structuring options based on client needs and risk profiles. Identify opportunities to enhance the captive's value proposition, including exploring reinsurance options, multi-line or multi-year structures, or portfolio diversification. Monitor the financial performance of captives, ensuring profitability, adequate reserving, and capital adequacy. Oversee premium collection, claims payments, and investment activities within the captive structure. Provide regular reports and analysis to clients and internal stakeholders regarding financial results and trends. Collaborate with the Finance team to provide required information to ensure timely and accurate periodic financial reporting and annual audited financial statements. WHAT YOU WILL NEED Bachelor's degree in Risk Management, Insurance, Finance, Business Administration, or a related field. Advanced degrees (MBA, CPCU, ARM) would be considered a plus. Minimum 7 years of experience in the insurance, reinsurance, or captive management industry. Proven track record of leading and managing captive insurance programs and working with alternative risk transfer solutions. Strong understanding of insurance and reinsurance principles, underwriting, and claims processes. Knowledge of captive insurance regulations, solvency requirements, and tax considerations. Experience with financial analysis, risk management, and insurance product program design. Excellent interpersonal and client relationship management skills. Strong organizational and project management abilities. Exceptional problem-solving, analytical, and decision making skills. Proficient in financial reporting and understanding of actuarial principles. Strong leadership skills. WHAT WE OFFER Full Payroll Tax & Social Insurance Coverage: The company covers 100% of your payroll tax and social insurance, ensuring your financial security and peace of mind. Comprehensive Insurance Plans: We provide 100% coverage for your health, dental, and life insurance, keeping you and your loved ones well protected. Generous Pension Contributions: The company contributes 5% of your pensionable earnings, helping you plan and secure your financial future. Paid Public Holidays: You will receive ten (10) paid public holidays each year, allowing you to enjoy time off and recharge. Paid Time Off (PTO): You will accrue 28 days of Paid Time Off per annum (PTO), giving you the flexibility to take vacation, sick leave, or personal time. Professional Development Opportunities: We invest in your career with training, development programs, and mentorship to help you grow and achieve your professional goals. Travel Benefits: Enjoy travel perks such as commuting and parking benefits to make your daily commute easier and more convenient. Wellness Benefits: Stay healthy and active with wellness perks, including gym memberships and access to exercise classes, designed to support your well being. Your Voice Matters: Work in an environment where your ideas and opinions are not just heard but valued and crucial to our team's success. Endless Growth Opportunities: Benefit from a multitude of career growth opportunities, ensuring you have the resources and support to advance within the company. Flexible & Family Friendly Work Environment: Embrace a hybrid approach to work that provides flexibility and supports a balanced, family friendly lifestyle. WHY YOU'LL LOVE WORKING WITH US Diversity and inclusion are a given in this day and age; Relm goes beyond the norm to provide genuine support for our team members. We believe in equipping our staff with whatever arsenal they need to do their best work, and our commitment to staff growth is often cited by members as one of their most highly valued benefits. Relm is a team of innovators redefining what's possible in insurance. With us, you'll launch industry first programs within an environment designed to be antithetical to traditional insurance and the restraints that come with it. Our forward thinking attracts forward thinkers.
Mar 01, 2026
Full time
Relmis the only specialty insurer dedicated to supporting the world's most innovative industries. Whetherit'swithstartupsharnessing zero-gravity conditions on the ISStomanufacture blindness-curing retinas,global crypto exchanges democratizing crypto trading,orbiotech pioneers using gene-editing technology to advance personalized medicine,Relmworks lockstep with innovators to understand and underwrite businesses shaping the future. Relm'steamoperatesout of offices in London, New York, Dubai, Miami, Bermuda,executingmarket-leading insurance solutions for companiesoperatingindigital assets andweb3, AI, the space economy, financial technology, biotech, and more. WHAT WE ARE LOOKING FOR Where regular insurers look backwards,Relmdifferentiates by looking ahead. Weoperateat the forefront of innovative industries by hiring curious minds with deep sector experience.To continue helpingbusinessesbuild the future, we needallofour team memberstodemonstratecuriosity, creativity, courage, and optimism. We need them to be accountable for ideationbutableto execute collaboratively. In short: we hire people whose inquisitive minds help them break ground. WHAT WE ARE LOOKING FOR The VP, Captive Manage r is responsible for overseeing the management and operation of captive insurance solutions within Relm Insurance. This role requires a combination of strategic thinking, strong technical experience and expertise in insurance and reinsurance using captives, and strong client relationship management skills. The Captive Manager will serve as the primary liaison between the company and its clients, ensuring that all regulatory and business requirements are met, the captives operate efficiently, and deliver optimal value. WHAT YOU WILL DO Serve as the main point of contact for clients utilizing captive insurance solutions. Develop and maintain strong relationships with clients, understanding their needs and providing tailored insurance solutions. Facilitate regular communication with clients, including providing updates on captive performance, regulatory compliance, and strategic opportunities. Support clients in evaluating their risk management strategies and identifying ways the captive can enhance their overall risk management program. Oversee the day-to-day operations of captives, including underwriting, claims management, and financial reporting. Coordinate with internal and external stakeholders to ensure timely and accurate completion of financial statements, regulatory filings, and other compliance requirements. Collaborate with actuaries, auditors, tax advisors, and legal counsel to ensure captives operate within all applicable regulations and best practices. Develop annual business plans and budgets for captive entities, ensuring alignment with client and company objectives. Ongoing review, update, development and implementation of policies and procedures to ensure the organization remains compliant with local regulatory requirements and industry best practices governing captives, including financial reporting, solvency requirements, and corporate governance. Develop periodic management metrics/reports including key risk indicators (KRIs) and key performance indicators to identify, mitigate and elevate risks, deficiencies and potential breaches. Ensure that appropriate due diligence documentation is obtained and any required sanctions screening is performed prior to execution of agreement. Collaborate with Product development team to review and ensure that captive solutions offered align with BMA license conditions. Monitor incoming transfers and payments requests within captive cells to identify any transactions requiring escalation to Compliance. Collaborate with the business development team to promote captive insurance solutions to prospective clients. Provide insights and recommendations on captive formation, feasibility studies, and structuring options based on client needs and risk profiles. Identify opportunities to enhance the captive's value proposition, including exploring reinsurance options, multi-line or multi-year structures, or portfolio diversification. Monitor the financial performance of captives, ensuring profitability, adequate reserving, and capital adequacy. Oversee premium collection, claims payments, and investment activities within the captive structure. Provide regular reports and analysis to clients and internal stakeholders regarding financial results and trends. Collaborate with the Finance team to provide required information to ensure timely and accurate periodic financial reporting and annual audited financial statements. WHAT YOU WILL NEED Bachelor's degree in Risk Management, Insurance, Finance, Business Administration, or a related field. Advanced degrees (MBA, CPCU, ARM) would be considered a plus. Minimum 7 years of experience in the insurance, reinsurance, or captive management industry. Proven track record of leading and managing captive insurance programs and working with alternative risk transfer solutions. Strong understanding of insurance and reinsurance principles, underwriting, and claims processes. Knowledge of captive insurance regulations, solvency requirements, and tax considerations. Experience with financial analysis, risk management, and insurance product program design. Excellent interpersonal and client relationship management skills. Strong organizational and project management abilities. Exceptional problem-solving, analytical, and decision making skills. Proficient in financial reporting and understanding of actuarial principles. Strong leadership skills. WHAT WE OFFER Full Payroll Tax & Social Insurance Coverage: The company covers 100% of your payroll tax and social insurance, ensuring your financial security and peace of mind. Comprehensive Insurance Plans: We provide 100% coverage for your health, dental, and life insurance, keeping you and your loved ones well protected. Generous Pension Contributions: The company contributes 5% of your pensionable earnings, helping you plan and secure your financial future. Paid Public Holidays: You will receive ten (10) paid public holidays each year, allowing you to enjoy time off and recharge. Paid Time Off (PTO): You will accrue 28 days of Paid Time Off per annum (PTO), giving you the flexibility to take vacation, sick leave, or personal time. Professional Development Opportunities: We invest in your career with training, development programs, and mentorship to help you grow and achieve your professional goals. Travel Benefits: Enjoy travel perks such as commuting and parking benefits to make your daily commute easier and more convenient. Wellness Benefits: Stay healthy and active with wellness perks, including gym memberships and access to exercise classes, designed to support your well being. Your Voice Matters: Work in an environment where your ideas and opinions are not just heard but valued and crucial to our team's success. Endless Growth Opportunities: Benefit from a multitude of career growth opportunities, ensuring you have the resources and support to advance within the company. Flexible & Family Friendly Work Environment: Embrace a hybrid approach to work that provides flexibility and supports a balanced, family friendly lifestyle. WHY YOU'LL LOVE WORKING WITH US Diversity and inclusion are a given in this day and age; Relm goes beyond the norm to provide genuine support for our team members. We believe in equipping our staff with whatever arsenal they need to do their best work, and our commitment to staff growth is often cited by members as one of their most highly valued benefits. Relm is a team of innovators redefining what's possible in insurance. With us, you'll launch industry first programs within an environment designed to be antithetical to traditional insurance and the restraints that come with it. Our forward thinking attracts forward thinkers.
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high level review of the types of work performed. Other job related duties may be assigned as required. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Feb 28, 2026
Full time
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high level review of the types of work performed. Other job related duties may be assigned as required. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Vice President, Senior TBM Analyst page is loaded Vice President, Senior TBM Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: -WDDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Vice President: Senior Technology Reporting Analyst Department Overview The Technology Reporting & Service Catalogue team is part of the IT Planning, Reporting, and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.The Technology Reporting team provides central reporting which covers all of EMEA Technology. This team has built and maintains a framework for standardised and accurate reporting, as well as control of performance reporting and communication which includes the Key Performance Indicators (KPI's) and service level agreements (SLA's) across departments in EMEA Technology. Role Purpose The Senior TBM Analyst is responsible for supporting the Head of Service Catalogue in maturing and operating EMEA TEC's Technology Business Management (TBM) capability. This role ensures transparent, accurate, and actionable insights into technology cost, consumption, and value, enabling senior leadership to make data driven decisions on investment, cost optimisation, regulatory change, and strategic transformation.The Senior TBM Analyst supports the Head of Service Catalogue as the bridge between Technology, Finance, and Business stakeholders. Key Responsibilities TBM Strategy & Operating Model Support the development and lead the execution of the organisation's TBM roadmap and operating model. Mature TBM capabilities (taxonomy, cost models, governance, reporting) to increase transparency and adoption. Define and maintain TBM policies, standards, processes, and performance measures. Cost Transparency & Modelling Own the continuous improvement of the TBM cost model, ensuring accuracy of cost pools, IT towers, applications, services, and business allocations. Partner with Finance to align TBM outputs with budgeting, forecasting, and financial planning processes. Oversee the mapping of financial and operational data to the TBM taxonomy. Leadership & Stakeholder Management Lead and develop a TBM analyst team, ensuring high-quality delivery and continuous skills development. Present insights, trends, risks, and recommendations to the Head of Technology Service Catalogue Tooling & Data Management Own the TBM tooling platform (e.g., Cost Lens, Proven Optics, Yarken), working with engineering teams to ensure data quality, integrations, and model integrity. Define data requirements and drive improvements in financial, application, and infrastructure data sources. Reporting & Insights Deliver executive-level dashboards, KPIs, and financial insights to support decision making. Provide analysis of run, grow, and transform spend; cloud unit economics; application rationalisation; vendor optimisation; and other strategic initiatives. Support regulatory, audit, and risk management processes with defensible cost transparency. Skills & Experience Essential Strong understanding of the TBM taxonomy, TBM Council standards, and cost modelling practices. Previous experience working as a senior member of a TBM function or cost transparency programme within a large enterprise. Familiarity with financial management (budgeting, forecasting, cost allocation, chargeback/showback). Experience with TBM platforms such as Apptio, Magic Orange, or similar. Excellent stakeholder management skills, especially with senior Technology and Finance leadership. Ability to translate complex financial and technical information into clear, actionable insights. Desirable Experience in banking or other highly regulated environments. Knowledge of cloud financial management (FinOps) and IT Financial Management (ITFM). Understanding of application portfolio management, infrastructure tower costs, and service delivery models. Professional certifications (e.g., Apptio TBM Analyst / TBM Executive). Behaviours & Leadership Attributes Strategic thinker able to design and lead an organisation wide capability. Data-driven mindset , comfortable challenging assumptions and creating clarity. Collaborative leader who builds strong relationships across Technology, Finance, and the business. Continuous improvement mindset , driving automation, simplification, and innovation. Strong communicator , able to influence senior stakeholders with clear narratives and recommendations. Success Measures Adoption and maturity of TBM across the organisation. Improved accuracy and trust in technology cost data. Clear, actionable insights delivered to executives and governance bodies. Demonstrated value through cost optimisation, improved planning accuracy, and business alignment. Strong, cross-functional relationships and recognition of TBM as a strategic capability.We are open to considering flexible working requests in line with organisational requirements.MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
Feb 27, 2026
Full time
Vice President, Senior TBM Analyst page is loaded Vice President, Senior TBM Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: -WDDiscover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. Vice President: Senior Technology Reporting Analyst Department Overview The Technology Reporting & Service Catalogue team is part of the IT Planning, Reporting, and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.The Technology Reporting team provides central reporting which covers all of EMEA Technology. This team has built and maintains a framework for standardised and accurate reporting, as well as control of performance reporting and communication which includes the Key Performance Indicators (KPI's) and service level agreements (SLA's) across departments in EMEA Technology. Role Purpose The Senior TBM Analyst is responsible for supporting the Head of Service Catalogue in maturing and operating EMEA TEC's Technology Business Management (TBM) capability. This role ensures transparent, accurate, and actionable insights into technology cost, consumption, and value, enabling senior leadership to make data driven decisions on investment, cost optimisation, regulatory change, and strategic transformation.The Senior TBM Analyst supports the Head of Service Catalogue as the bridge between Technology, Finance, and Business stakeholders. Key Responsibilities TBM Strategy & Operating Model Support the development and lead the execution of the organisation's TBM roadmap and operating model. Mature TBM capabilities (taxonomy, cost models, governance, reporting) to increase transparency and adoption. Define and maintain TBM policies, standards, processes, and performance measures. Cost Transparency & Modelling Own the continuous improvement of the TBM cost model, ensuring accuracy of cost pools, IT towers, applications, services, and business allocations. Partner with Finance to align TBM outputs with budgeting, forecasting, and financial planning processes. Oversee the mapping of financial and operational data to the TBM taxonomy. Leadership & Stakeholder Management Lead and develop a TBM analyst team, ensuring high-quality delivery and continuous skills development. Present insights, trends, risks, and recommendations to the Head of Technology Service Catalogue Tooling & Data Management Own the TBM tooling platform (e.g., Cost Lens, Proven Optics, Yarken), working with engineering teams to ensure data quality, integrations, and model integrity. Define data requirements and drive improvements in financial, application, and infrastructure data sources. Reporting & Insights Deliver executive-level dashboards, KPIs, and financial insights to support decision making. Provide analysis of run, grow, and transform spend; cloud unit economics; application rationalisation; vendor optimisation; and other strategic initiatives. Support regulatory, audit, and risk management processes with defensible cost transparency. Skills & Experience Essential Strong understanding of the TBM taxonomy, TBM Council standards, and cost modelling practices. Previous experience working as a senior member of a TBM function or cost transparency programme within a large enterprise. Familiarity with financial management (budgeting, forecasting, cost allocation, chargeback/showback). Experience with TBM platforms such as Apptio, Magic Orange, or similar. Excellent stakeholder management skills, especially with senior Technology and Finance leadership. Ability to translate complex financial and technical information into clear, actionable insights. Desirable Experience in banking or other highly regulated environments. Knowledge of cloud financial management (FinOps) and IT Financial Management (ITFM). Understanding of application portfolio management, infrastructure tower costs, and service delivery models. Professional certifications (e.g., Apptio TBM Analyst / TBM Executive). Behaviours & Leadership Attributes Strategic thinker able to design and lead an organisation wide capability. Data-driven mindset , comfortable challenging assumptions and creating clarity. Collaborative leader who builds strong relationships across Technology, Finance, and the business. Continuous improvement mindset , driving automation, simplification, and innovation. Strong communicator , able to influence senior stakeholders with clear narratives and recommendations. Success Measures Adoption and maturity of TBM across the organisation. Improved accuracy and trust in technology cost data. Clear, actionable insights delivered to executives and governance bodies. Demonstrated value through cost optimisation, improved planning accuracy, and business alignment. Strong, cross-functional relationships and recognition of TBM as a strategic capability.We are open to considering flexible working requests in line with organisational requirements.MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certification Regime Honesty, integrity and reputation Financial soundness Competence and capability Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Feb 20, 2026
Full time
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certification Regime Honesty, integrity and reputation Financial soundness Competence and capability Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
You can find out more about this in ourBusiness Partnering page is loaded Business Partneringlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR-The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.For our business, for clients, and for you Business Partnering Description Reporting directly to the Global Revenue & Business Partnering Head of FP&A in London, this is an exciting opportunity for an experienced VP finance professional to work in a high calibre team and to develop regional p&l reporting, revenue analytics, planning and reporting framework. Emphasis is on elevating regional revenue analysis, including client profitability, organic growth, forward looking KPIs (e.g., revenue by headcount, AUM servicing) and cohort analysis.A key focus is to build out regional monthly recurring revenue analysis, especially in business segments, and to provide insights and drivers for month-on-month variances and variances to plan. The role will set the regional planning in line with the group's guidelines for revenue planning and forecasting, lead on reporting strategic revenue initiatives, provide competitor benchmarking, and input into equity models.Ability to communicate with senior stakeholders, including the Regional Head, CFO, Sales, CRM, Product, the Group CFO and the Chief Commercial Officer is key. Job specification Build executive presence and daily interaction with senior stakeholders. Stakeholders include: Regional Business Heads Regional Finance Heads and Regional Finance Teams Group CFO Chief Product Officer and Product Heads Chief Commercial Officer Produce Monthly Revenue Results covering: Regional P&L reviews including key revenue messaging (CM vs PM/PY/Plan/FC) Monthly regional revenue flash, using inputs from FP&A Business Partners Monthly recurring revenue, non-recurring revenue Organic Growth and other KPIs (e.g. Revenue by Headcount) NII and market movement analysis Benchmarking to peers Client profitability analysis / cohort analysis Revenue by region and country trend analysis Revenue by product trend analysis Lead monthly Revenue Reviews at a Regional Level: Drive the monthly revenue review process for the Regional CEO, CFO Drive, including: Providing the revenue early view (Flash) by product line and region Providing drivers and explanations for movements month on month and versus plan, forecast and prior year Run the Revenue Annual Plan and Forecasting Process and Reviews: Set the revenue strategic plan with the CEO, CFO, Chief Product Officer and Chief Commercial Officer Set out the revenue plan guidelines and monitor the plan process Provide insight to the plan Deliver a rolling revenue forecast together with the group FP&A team Ad Hoc: Develop and assist with rolling out revenue BI reporting Board, Lender, CEO and CFO queries Regular interaction with product line and regional teams on revenue related topic Skills Required: Bachelor's degree in accounting/finance Excellent knowledge of Microsoft suite of products, particularly Excel and presentations Demonstrable success in delivering cohort analysis Demonstrable success in delivering revenue plans Good communication and writing skills to support commentary for senior executives Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies.
Feb 19, 2026
Full time
You can find out more about this in ourBusiness Partnering page is loaded Business Partneringlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR-The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.For our business, for clients, and for you Business Partnering Description Reporting directly to the Global Revenue & Business Partnering Head of FP&A in London, this is an exciting opportunity for an experienced VP finance professional to work in a high calibre team and to develop regional p&l reporting, revenue analytics, planning and reporting framework. Emphasis is on elevating regional revenue analysis, including client profitability, organic growth, forward looking KPIs (e.g., revenue by headcount, AUM servicing) and cohort analysis.A key focus is to build out regional monthly recurring revenue analysis, especially in business segments, and to provide insights and drivers for month-on-month variances and variances to plan. The role will set the regional planning in line with the group's guidelines for revenue planning and forecasting, lead on reporting strategic revenue initiatives, provide competitor benchmarking, and input into equity models.Ability to communicate with senior stakeholders, including the Regional Head, CFO, Sales, CRM, Product, the Group CFO and the Chief Commercial Officer is key. Job specification Build executive presence and daily interaction with senior stakeholders. Stakeholders include: Regional Business Heads Regional Finance Heads and Regional Finance Teams Group CFO Chief Product Officer and Product Heads Chief Commercial Officer Produce Monthly Revenue Results covering: Regional P&L reviews including key revenue messaging (CM vs PM/PY/Plan/FC) Monthly regional revenue flash, using inputs from FP&A Business Partners Monthly recurring revenue, non-recurring revenue Organic Growth and other KPIs (e.g. Revenue by Headcount) NII and market movement analysis Benchmarking to peers Client profitability analysis / cohort analysis Revenue by region and country trend analysis Revenue by product trend analysis Lead monthly Revenue Reviews at a Regional Level: Drive the monthly revenue review process for the Regional CEO, CFO Drive, including: Providing the revenue early view (Flash) by product line and region Providing drivers and explanations for movements month on month and versus plan, forecast and prior year Run the Revenue Annual Plan and Forecasting Process and Reviews: Set the revenue strategic plan with the CEO, CFO, Chief Product Officer and Chief Commercial Officer Set out the revenue plan guidelines and monitor the plan process Provide insight to the plan Deliver a rolling revenue forecast together with the group FP&A team Ad Hoc: Develop and assist with rolling out revenue BI reporting Board, Lender, CEO and CFO queries Regular interaction with product line and regional teams on revenue related topic Skills Required: Bachelor's degree in accounting/finance Excellent knowledge of Microsoft suite of products, particularly Excel and presentations Demonstrable success in delivering cohort analysis Demonstrable success in delivering revenue plans Good communication and writing skills to support commentary for senior executives Knowledge of Workday and Adaptive Planning (group management reporting system) an added advantage Attention to details Minimum 10 years Post Qualification experience Demonstrable Team Player in a Global Team Build excellent working relationships with a broad range of stakeholders Motivate and empower team members by building their capabilities Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner Encourage a healthy working environment for the team Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We're a people-powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies.
For additional information, please review .Investment Banking Vice President, Real Estate, Lodging & Gaming page is loaded Investment Banking Vice President, Real Estate, Lodging & Gaminglocations: London United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications: Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education: Bachelor's degree/University degree or equivalent experience Master's degree preferredThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:• Honesty, integrity and reputation• Financial soundness• Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi's and the poster.
Feb 18, 2026
Full time
For additional information, please review .Investment Banking Vice President, Real Estate, Lodging & Gaming page is loaded Investment Banking Vice President, Real Estate, Lodging & Gaminglocations: London United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications: Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education: Bachelor's degree/University degree or equivalent experience Master's degree preferredThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:• Honesty, integrity and reputation• Financial soundness• Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi's and the poster.
South Dakota Board of Regents
Aberdeen, Aberdeenshire
Northern State University, a premier regional institution located in Aberdeen, South Dakota, invites applications and nominations for the position of Provost/Vice President for Academic Affairs. The Provost serves as the chief academic officer of the institution and provides strategic leadership for all academic programs, faculty affairs, curriculum, assessment, and accreditation activities. This key leadership position requires an individual with a strong vision for the future of higher education, proven leadership skills, and a commitment to advancing the university's academic priorities. As a key member of the President's Cabinet, the Provost plays a central role in advancing the university's mission, ensuring academic excellence, and fostering a collaborative campus culture focused on student success. The Provost is responsible for the leadership of Northern's four colleges: the College of Arts & Sciences, School of Business, Millicent Atkins School of Education, and the School of Fine Arts. Academic Affairs also oversees Graduate Programs, the Center for Excellence in Teaching and Learning (CETL), the Beulah Williams Library, Instructional Design, Institutional Research and Assessment, Online and Continuing Education, the Student Success Center, International Programs, and the Honors Program. The Provost is responsible for the curriculum and academic integrity of all academic programs, serves as the Chief Academic Officer for the Higher Learning Commission, and is responsible for regional and programmatic accreditation. Key Responsibilities Provide visionary leadership for academic affairs, including undergraduate and graduate programs, academic support services, and faculty development. Oversee faculty recruitment, retention, evaluation, promotion, tenure, and professional development. Lead institutional planning, assessment, accreditation, and continuous improvement efforts related to academic quality. Collaborate with deans, department chairs, and faculty to ensure curricular relevance, rigor, and alignment with workforce and graduate school expectations. Support innovation in teaching, learning modalities, and academic delivery while maintaining academic standards. Manage the academic budget in alignment with institutional priorities and fiscal stewardship. Work collaboratively with campus constituents including student affairs, enrollment management, finance, and advancement to support retention, persistence, and graduation goals. Serve as a visible, accessible leader who values shared governance and transparent decision-making. Required Qualifications An earned doctorate or advanced terminal degree from an accredited institution and significant leadership experience that would garner the respect of the campus community is required. Proven record of successful academic leadership, including experience in faculty and academic administration in progressively responsible positions. Strong understanding of the current landscape of higher education, including trends in research, teaching, and learning. A strong record of developing new academic programs and partnerships to meet regional workforce needs. Exceptional communication, interpersonal, and organizational skills. Ability to build strong, collaborative relationships. Experience managing budgets and leading strategic initiatives. Proven ability to develop and build strong, collaborative relationships across a wide range of constituencies, including faculty, staff, students, and community partners to advance the goals of the university. Experience with leadership development and mentoring at all levels within the organization. Experience with instructional technology, fundraising, and scholarship/research. A record of team building and leading through consensus to achieve institutional goals. A distinguished record of teaching, service, and research/creative activities. Must be authorized to work in the U.S. Sponsorship is not available for this position. Northern State University is committed to building a welcoming culture of belonging and collegiality that respects diversity in knowledge, culture and worldview. Northern seeks faculty and staff who will engage with individuals of diverse backgrounds, beliefs and perspectives to increase awareness, understanding, respect and opportunity for all. Documents Needed to Apply Required Documents Resume Cover Letter Reference List Graduate Transcripts Optional Documents Notice to Applicants If you are selected as a finalist, job references and a background check may be conducted.
Feb 12, 2026
Full time
Northern State University, a premier regional institution located in Aberdeen, South Dakota, invites applications and nominations for the position of Provost/Vice President for Academic Affairs. The Provost serves as the chief academic officer of the institution and provides strategic leadership for all academic programs, faculty affairs, curriculum, assessment, and accreditation activities. This key leadership position requires an individual with a strong vision for the future of higher education, proven leadership skills, and a commitment to advancing the university's academic priorities. As a key member of the President's Cabinet, the Provost plays a central role in advancing the university's mission, ensuring academic excellence, and fostering a collaborative campus culture focused on student success. The Provost is responsible for the leadership of Northern's four colleges: the College of Arts & Sciences, School of Business, Millicent Atkins School of Education, and the School of Fine Arts. Academic Affairs also oversees Graduate Programs, the Center for Excellence in Teaching and Learning (CETL), the Beulah Williams Library, Instructional Design, Institutional Research and Assessment, Online and Continuing Education, the Student Success Center, International Programs, and the Honors Program. The Provost is responsible for the curriculum and academic integrity of all academic programs, serves as the Chief Academic Officer for the Higher Learning Commission, and is responsible for regional and programmatic accreditation. Key Responsibilities Provide visionary leadership for academic affairs, including undergraduate and graduate programs, academic support services, and faculty development. Oversee faculty recruitment, retention, evaluation, promotion, tenure, and professional development. Lead institutional planning, assessment, accreditation, and continuous improvement efforts related to academic quality. Collaborate with deans, department chairs, and faculty to ensure curricular relevance, rigor, and alignment with workforce and graduate school expectations. Support innovation in teaching, learning modalities, and academic delivery while maintaining academic standards. Manage the academic budget in alignment with institutional priorities and fiscal stewardship. Work collaboratively with campus constituents including student affairs, enrollment management, finance, and advancement to support retention, persistence, and graduation goals. Serve as a visible, accessible leader who values shared governance and transparent decision-making. Required Qualifications An earned doctorate or advanced terminal degree from an accredited institution and significant leadership experience that would garner the respect of the campus community is required. Proven record of successful academic leadership, including experience in faculty and academic administration in progressively responsible positions. Strong understanding of the current landscape of higher education, including trends in research, teaching, and learning. A strong record of developing new academic programs and partnerships to meet regional workforce needs. Exceptional communication, interpersonal, and organizational skills. Ability to build strong, collaborative relationships. Experience managing budgets and leading strategic initiatives. Proven ability to develop and build strong, collaborative relationships across a wide range of constituencies, including faculty, staff, students, and community partners to advance the goals of the university. Experience with leadership development and mentoring at all levels within the organization. Experience with instructional technology, fundraising, and scholarship/research. A record of team building and leading through consensus to achieve institutional goals. A distinguished record of teaching, service, and research/creative activities. Must be authorized to work in the U.S. Sponsorship is not available for this position. Northern State University is committed to building a welcoming culture of belonging and collegiality that respects diversity in knowledge, culture and worldview. Northern seeks faculty and staff who will engage with individuals of diverse backgrounds, beliefs and perspectives to increase awareness, understanding, respect and opportunity for all. Documents Needed to Apply Required Documents Resume Cover Letter Reference List Graduate Transcripts Optional Documents Notice to Applicants If you are selected as a finalist, job references and a background check may be conducted.