J.P. Morgan Payments Liquidity Solutions and Account Services (L&AS) provides advanced solutions for clients to manage their global operating liquidity. Our product set operates globally in real-time to support our most complex clients as they manage their liquidity across legal entities, geographies, currencies and time-zones. Our product suite includes deposit, money market funds, cash concentration, notional pooling, virtual accounting, and embedded banking. Global Liquidity and Account Services (GLASS) Operations performs product set up, data maintenance, breaks investigation, inquiries management and reporting and transaction monitoring of cash concentration and investment products. L&AS Product Development team is at the heart of innovation with a strong global presence that launches new product offerings/capabilities for our clients and expand firm's global footprint . As a Senior Product Delivery Associate in L&AS Product development, you are trusted with enabling the delivery of products in a stable and scalable way. You will work across Product, Technology, Operations, CS&I and cross-functional teams, build key relationships, and drive execution of key business priorities. You will support Product delivery manager to establish robust program governance and drive execution to launch L&AS products in new markets like Turkey . This role requires a strategic thinker with strong Project management skills along with excellent stakeholder management for cross functional collaboration. This is an excellent opportunity to learn about various L&AS products and the wider Payments business while showcasing and building your leadership skills. Job responsibilities Collaborates with the Product Delivery Manager to establish Program governance and drive execution on key delivery tasks Drives completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources Chair Project Working groups across functional areas to track execution, Create/Maintain Project plans, RAID etc, Communicate Project status and challenges to senior management and stakeholders. Leads process re-engineering to manage change and identify efficiencies Delivers in high pressure, time sensitive environment Required qualifications, capabilities, and skills Proven experience in Project/Change Management Demonstrated performance in executing projects across multiple functional teams Demonstrated experience in documenting and agreeing new processes across stakeholders Experience in executing Ready to Launch and Change readiness activities Experience in product deployment processes Strong communication skills (written and verbal) Preferred qualifications, capabilities, and skills Knowledge of Payments and/or Liquidity & Accounts Solution business will be beneficial Strong stakeholder management and communication skills Curious mind with experience in Business Analysis/Process re-engineering J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Jul 03, 2025
Full time
J.P. Morgan Payments Liquidity Solutions and Account Services (L&AS) provides advanced solutions for clients to manage their global operating liquidity. Our product set operates globally in real-time to support our most complex clients as they manage their liquidity across legal entities, geographies, currencies and time-zones. Our product suite includes deposit, money market funds, cash concentration, notional pooling, virtual accounting, and embedded banking. Global Liquidity and Account Services (GLASS) Operations performs product set up, data maintenance, breaks investigation, inquiries management and reporting and transaction monitoring of cash concentration and investment products. L&AS Product Development team is at the heart of innovation with a strong global presence that launches new product offerings/capabilities for our clients and expand firm's global footprint . As a Senior Product Delivery Associate in L&AS Product development, you are trusted with enabling the delivery of products in a stable and scalable way. You will work across Product, Technology, Operations, CS&I and cross-functional teams, build key relationships, and drive execution of key business priorities. You will support Product delivery manager to establish robust program governance and drive execution to launch L&AS products in new markets like Turkey . This role requires a strategic thinker with strong Project management skills along with excellent stakeholder management for cross functional collaboration. This is an excellent opportunity to learn about various L&AS products and the wider Payments business while showcasing and building your leadership skills. Job responsibilities Collaborates with the Product Delivery Manager to establish Program governance and drive execution on key delivery tasks Drives completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources Chair Project Working groups across functional areas to track execution, Create/Maintain Project plans, RAID etc, Communicate Project status and challenges to senior management and stakeholders. Leads process re-engineering to manage change and identify efficiencies Delivers in high pressure, time sensitive environment Required qualifications, capabilities, and skills Proven experience in Project/Change Management Demonstrated performance in executing projects across multiple functional teams Demonstrated experience in documenting and agreeing new processes across stakeholders Experience in executing Ready to Launch and Change readiness activities Experience in product deployment processes Strong communication skills (written and verbal) Preferred qualifications, capabilities, and skills Knowledge of Payments and/or Liquidity & Accounts Solution business will be beneficial Strong stakeholder management and communication skills Curious mind with experience in Business Analysis/Process re-engineering J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Are you looking for new challenges and personal growth within Coca-Cola Europacific Partners? Then we have a great opportunity for you! Do you have a personality with the power to influence and connect? Can you sustain the pace to keep on growing? Will you make an impact with your desire to win? Senior Commercial Finance Manager Contract type: Permanent, full time (37.5 hours) Location: Uxbridge, expectations are to be in the office atleast 3 days per week What do you become a part of Working as the Senior Manager within the Commercial Finance team, you will be the primary finance contact for key business units within the sales organisation. The role requires a finance leader to act as a business partner to the channel, providing first class decision support and analysis whilst ensuring that all commercial finance accountabilities are delivered effectively and in full. This role provides an opportunity to influence and lead change within one of the key focus areas of our business. This role provides an excellent opportunity to influence, lead change, and develop future strategies to grow the business. Тo be the primary finance business partner for multiple customers Develop effective and mutually beneficial relationships in order to support and influence key commercial decisions Develop in depth knowledge of the commercial environment to ultimately drive increased value and profitability To effectively manage the P&L and balance sheet for your key customers: To support the sales team to ensure that off invoice investments and accruals are accounted for correctly and within the appropriate guidelines To ensure that the month end process runs smoothly To proactively support working capital visibility and improvement initiatives To evaluate and make recommendations on significant business proposals To manage complex analysis projects (including the implementation of strategic initiatives), evaluate findings and make recommendations about the financial implications of proposed investments To proactively analyse effectiveness of promotions and customer investments To support customer revenue and pricing discussions To provide insight and analysis into the performance of the channel Provide financial leadership, guidance and insights Тo identify trends impacting year to date, rest of year and full year performance of the channel, be able to articulate these trends and make recommendations to the channel team in order to drive business performance To undertake planning and forecasting To support the annual planning process, ensuring that key pack and customer strategies are accurately reflected and built on robust assumptions To support the ongoing rolling estimate forecast, ensuring positive contributions made to the S&OP process Leadership: Within this role you will be responsible for leading a team of 2 direct reports. Ensure that personal development and performance management routines are applied Set challenging but deliverable performance objectives You will also be required to mentor and coach the managers and analysts within the team Recruitment of high calibre, talented individuals when there are vacancies within the team Qualifications & Experience • Minimum 5 years post qualified experience (CIMA / ACA / ACCA) • Minimum 3 years working within a commercial finance environment, preferably within a FMCG company • Intermediate/Advanced MS Office Suite Skills, especially Powerpoint & Excel (including pivot tables, charts etc) • Analytical, improvement focused and problem solving mindset • Leading a team and or line management • Developed influencing capability, proven across all levels • Effective communicating skills and ability to communicate with impact. This will involve being able to tailor message styles to different situations and audiences appropriately • Proactively drives and embraces change • Understanding of the link between FMCG suppliers and retailers We are Coca-Cola Europacific Partners (CCEP) - a dedicated team of 42,000 people, serving customers in 31 countries, who work together to make, move and sell some of the world's most loved drinks. We are a global business and one of the leading consumer goods companies in the world. We help our 2.1 million customers grow, and we are constantly investing in exciting new products, innovative technologies and fresh ideas. This helps us to delight the 600 million people who enjoy our drinks every day. From gender, age and ethnicity to sexual orientation and different abilities, we welcome people from all walks of life and empower unique perspectives. We recognise we've got some way to go, but we'll get there with the support of our people. It's them who drive our future growth. To find out more about what it's like to work at and our culture we would welcome you to speak to one of our employees on our live chat platform, just click here to speak to an insider We recognise some people prefer not to participate in alcohol related sales, interactions, or promotions. If that's true for you - please raise this with your talent acquisition contact who will advise you on whether this role includes activities related to our alcohol portfolio.
Jul 03, 2025
Full time
Are you looking for new challenges and personal growth within Coca-Cola Europacific Partners? Then we have a great opportunity for you! Do you have a personality with the power to influence and connect? Can you sustain the pace to keep on growing? Will you make an impact with your desire to win? Senior Commercial Finance Manager Contract type: Permanent, full time (37.5 hours) Location: Uxbridge, expectations are to be in the office atleast 3 days per week What do you become a part of Working as the Senior Manager within the Commercial Finance team, you will be the primary finance contact for key business units within the sales organisation. The role requires a finance leader to act as a business partner to the channel, providing first class decision support and analysis whilst ensuring that all commercial finance accountabilities are delivered effectively and in full. This role provides an opportunity to influence and lead change within one of the key focus areas of our business. This role provides an excellent opportunity to influence, lead change, and develop future strategies to grow the business. Тo be the primary finance business partner for multiple customers Develop effective and mutually beneficial relationships in order to support and influence key commercial decisions Develop in depth knowledge of the commercial environment to ultimately drive increased value and profitability To effectively manage the P&L and balance sheet for your key customers: To support the sales team to ensure that off invoice investments and accruals are accounted for correctly and within the appropriate guidelines To ensure that the month end process runs smoothly To proactively support working capital visibility and improvement initiatives To evaluate and make recommendations on significant business proposals To manage complex analysis projects (including the implementation of strategic initiatives), evaluate findings and make recommendations about the financial implications of proposed investments To proactively analyse effectiveness of promotions and customer investments To support customer revenue and pricing discussions To provide insight and analysis into the performance of the channel Provide financial leadership, guidance and insights Тo identify trends impacting year to date, rest of year and full year performance of the channel, be able to articulate these trends and make recommendations to the channel team in order to drive business performance To undertake planning and forecasting To support the annual planning process, ensuring that key pack and customer strategies are accurately reflected and built on robust assumptions To support the ongoing rolling estimate forecast, ensuring positive contributions made to the S&OP process Leadership: Within this role you will be responsible for leading a team of 2 direct reports. Ensure that personal development and performance management routines are applied Set challenging but deliverable performance objectives You will also be required to mentor and coach the managers and analysts within the team Recruitment of high calibre, talented individuals when there are vacancies within the team Qualifications & Experience • Minimum 5 years post qualified experience (CIMA / ACA / ACCA) • Minimum 3 years working within a commercial finance environment, preferably within a FMCG company • Intermediate/Advanced MS Office Suite Skills, especially Powerpoint & Excel (including pivot tables, charts etc) • Analytical, improvement focused and problem solving mindset • Leading a team and or line management • Developed influencing capability, proven across all levels • Effective communicating skills and ability to communicate with impact. This will involve being able to tailor message styles to different situations and audiences appropriately • Proactively drives and embraces change • Understanding of the link between FMCG suppliers and retailers We are Coca-Cola Europacific Partners (CCEP) - a dedicated team of 42,000 people, serving customers in 31 countries, who work together to make, move and sell some of the world's most loved drinks. We are a global business and one of the leading consumer goods companies in the world. We help our 2.1 million customers grow, and we are constantly investing in exciting new products, innovative technologies and fresh ideas. This helps us to delight the 600 million people who enjoy our drinks every day. From gender, age and ethnicity to sexual orientation and different abilities, we welcome people from all walks of life and empower unique perspectives. We recognise we've got some way to go, but we'll get there with the support of our people. It's them who drive our future growth. To find out more about what it's like to work at and our culture we would welcome you to speak to one of our employees on our live chat platform, just click here to speak to an insider We recognise some people prefer not to participate in alcohol related sales, interactions, or promotions. If that's true for you - please raise this with your talent acquisition contact who will advise you on whether this role includes activities related to our alcohol portfolio.
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build asustainableeconomy where everyone can prosper. We support a wide range of digital payments choices, making transactionssecure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Product Management, Global Open BankingOur Purpose: We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation and delivers better business results. Role: The Mastercard Open Banking global product team brings to life our vision of empowering consumers to benefit from their financial data. Trusted by leading organizations, our Open Banking platform enables some of the industry's most transformative services. As a key driver of growth in this fast-expanding area, our team is shaping the future of financial connectivity by delivering new capabilities to market. We're seeking a collaborative and results-oriented product manager who thrives in a dynamic, fast-paced environment. You are passionate about empowering consumers, leveraging cutting-edge technologies, and delivering impactful solutions. As a natural leader and team player, you excel in building relationships and driving strategic outcomes with energy, creativity, and accountability. As a Product Manager, you will help deliver on our Global Open Banking product strategy by identifying ways to embed Mastercard's services and products into the Open Banking business - determining synergies, assessing services and programs, and looking at product constructs across Mastercard to realize new opportunities. You will collaborate with cross-functional teams to build and enhance products that deliver on strategic objectives, leveraging user insights, market trends, and emerging technologies to shape our roadmap and achieve measurable outcomes. In this role, you will: • Identify and evaluate opportunities for product and services optimization across markets, the broader Mastercard business, and at global scale. • Engage global and regional teams including product managers, designers, engineers, compliance, and legal to deliver scalable solutions. Serve as a key liaison between business stakeholders, developers, and end-users to ensure alignment on priorities and expectations. • Craft and present compelling business cases to stakeholders to secure buy-in and prioritize work within a competitive environment. • Communicate product progress, performance, risk and opportunities to key internal stakeholders, ensuring alignment and transparency across the Mastercard business. • Design, develop, and drive workshops, working groups and sessions to ensure alignment, capture action items, and progress against joint team initiatives. • Stay informed on Open Banking industry trends, regulations, and the competitive landscape to refine product positioning. All About You Qualifications: • Experience in product management including managing and executing complex operational product management initiatives, defining product roadmaps, documenting requirements, and defining and monitoring KPIs. • Extensive experience working directly with partners and customers to create new products and innovate to meet customer needs. • Ability to work in a fast-paced, cross-functional environment. Works to establish priorities and clear milestones with urgency to drive the delivery of tangible outcomes. • A problem-solver mindset with a focus on delivering value to the business and end-users. • Excellent leadership, communication, and stakeholder management skills. Demonstrated success in building relationships across cross-functional teams while simultaneously working independently in fast-paced environments. • Strong attention to detail and ability to structure tasks efficiently while managing multiple projects. A natural self-starter - analyzing complex issues, identifying opportunities, and developing actionable plans. • Familiarity with Open Banking practices, regulations, and standards is strongly preferred. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
Jul 03, 2025
Full time
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build asustainableeconomy where everyone can prosper. We support a wide range of digital payments choices, making transactionssecure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Product Management, Global Open BankingOur Purpose: We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation and delivers better business results. Role: The Mastercard Open Banking global product team brings to life our vision of empowering consumers to benefit from their financial data. Trusted by leading organizations, our Open Banking platform enables some of the industry's most transformative services. As a key driver of growth in this fast-expanding area, our team is shaping the future of financial connectivity by delivering new capabilities to market. We're seeking a collaborative and results-oriented product manager who thrives in a dynamic, fast-paced environment. You are passionate about empowering consumers, leveraging cutting-edge technologies, and delivering impactful solutions. As a natural leader and team player, you excel in building relationships and driving strategic outcomes with energy, creativity, and accountability. As a Product Manager, you will help deliver on our Global Open Banking product strategy by identifying ways to embed Mastercard's services and products into the Open Banking business - determining synergies, assessing services and programs, and looking at product constructs across Mastercard to realize new opportunities. You will collaborate with cross-functional teams to build and enhance products that deliver on strategic objectives, leveraging user insights, market trends, and emerging technologies to shape our roadmap and achieve measurable outcomes. In this role, you will: • Identify and evaluate opportunities for product and services optimization across markets, the broader Mastercard business, and at global scale. • Engage global and regional teams including product managers, designers, engineers, compliance, and legal to deliver scalable solutions. Serve as a key liaison between business stakeholders, developers, and end-users to ensure alignment on priorities and expectations. • Craft and present compelling business cases to stakeholders to secure buy-in and prioritize work within a competitive environment. • Communicate product progress, performance, risk and opportunities to key internal stakeholders, ensuring alignment and transparency across the Mastercard business. • Design, develop, and drive workshops, working groups and sessions to ensure alignment, capture action items, and progress against joint team initiatives. • Stay informed on Open Banking industry trends, regulations, and the competitive landscape to refine product positioning. All About You Qualifications: • Experience in product management including managing and executing complex operational product management initiatives, defining product roadmaps, documenting requirements, and defining and monitoring KPIs. • Extensive experience working directly with partners and customers to create new products and innovate to meet customer needs. • Ability to work in a fast-paced, cross-functional environment. Works to establish priorities and clear milestones with urgency to drive the delivery of tangible outcomes. • A problem-solver mindset with a focus on delivering value to the business and end-users. • Excellent leadership, communication, and stakeholder management skills. Demonstrated success in building relationships across cross-functional teams while simultaneously working independently in fast-paced environments. • Strong attention to detail and ability to structure tasks efficiently while managing multiple projects. A natural self-starter - analyzing complex issues, identifying opportunities, and developing actionable plans. • Familiarity with Open Banking practices, regulations, and standards is strongly preferred. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
Fonoa makes digital reporting and e-invoicing simple for businesses, allowing them to report transactions and generate e-invoices in real-time across countries with one standardized solution. We are looking for a Senior Manager, E-invoicing to lead our product into the future and to help us with our go-to-market efforts. In this role, you will be responsible for scoping and then building the tax technical content of our product as we expand country coverage. You will provide a vision and help our product teams to understand the future of digital reporting. This includes all digital reporting requirements governments impose worldwide where real-time, near-real-time or even periodic exchange of information is mandated. A greatly varied role with lots of room for strategy, creativity and overall growth. You will have the autonomy to develop new ideas and help companies worldwide unlock their full potential. What you will do : Scope and build the tax technical content of our product as we rapidly expand country coverage. Provide a vision and help our product teams to understand the future of e-invoicing and digital reporting. This includes all digital reporting requirements governments impose worldwide where real-time, near-real-time or even periodic exchange of information is mandated. In addition to partnering with our product teams, you will bridge the knowledge gap between the Tax, Sales, and Marketing teams. Help us better deliver our value proposition and content to the tax community. You will be a great fit if: You have extensive experience in e-invoicing. Experience researching and implementing e-invoicing and digital reporting solutions either in-house or at a third-party provider. Ability to support the Product team with research and communicate technical tax issues clearly to non-tax team members (e.g. engineers, sales, and marketing). Comfortable presenting and discussing digital reporting with audiences of all sizes, from whiteboarding sessions with clients to presentations at industry events. Hands-on with team ops. We expect all our team members to have an active, practical involvement in daily business operations. Be a clear, strategic, and inspiring communicator and expert in your field. Ability to thrive in a startup environment where flexibility, adaptability, and positivity are key. Like to solve problems, turning complex problems into simple solutions. Native or close to native proficiency in English, secondary languages are a plus.
Jul 03, 2025
Full time
Fonoa makes digital reporting and e-invoicing simple for businesses, allowing them to report transactions and generate e-invoices in real-time across countries with one standardized solution. We are looking for a Senior Manager, E-invoicing to lead our product into the future and to help us with our go-to-market efforts. In this role, you will be responsible for scoping and then building the tax technical content of our product as we expand country coverage. You will provide a vision and help our product teams to understand the future of digital reporting. This includes all digital reporting requirements governments impose worldwide where real-time, near-real-time or even periodic exchange of information is mandated. A greatly varied role with lots of room for strategy, creativity and overall growth. You will have the autonomy to develop new ideas and help companies worldwide unlock their full potential. What you will do : Scope and build the tax technical content of our product as we rapidly expand country coverage. Provide a vision and help our product teams to understand the future of e-invoicing and digital reporting. This includes all digital reporting requirements governments impose worldwide where real-time, near-real-time or even periodic exchange of information is mandated. In addition to partnering with our product teams, you will bridge the knowledge gap between the Tax, Sales, and Marketing teams. Help us better deliver our value proposition and content to the tax community. You will be a great fit if: You have extensive experience in e-invoicing. Experience researching and implementing e-invoicing and digital reporting solutions either in-house or at a third-party provider. Ability to support the Product team with research and communicate technical tax issues clearly to non-tax team members (e.g. engineers, sales, and marketing). Comfortable presenting and discussing digital reporting with audiences of all sizes, from whiteboarding sessions with clients to presentations at industry events. Hands-on with team ops. We expect all our team members to have an active, practical involvement in daily business operations. Be a clear, strategic, and inspiring communicator and expert in your field. Ability to thrive in a startup environment where flexibility, adaptability, and positivity are key. Like to solve problems, turning complex problems into simple solutions. Native or close to native proficiency in English, secondary languages are a plus.
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Customer Service & Operations Head of Customer Services, ICIS (Hybrid) Location: London, London, City of, United Kingdom Contract Type: Regular Schedule: 35 Job ID: R95902 About the Business At ICIS, our mission is to optimize the world's resources. We help companies make strategic, sustainable decisions by bringing transparency to markets across the world. We create a comprehensive view of commodities markets, providing companies with the data and intelligence to successfully navigate across global value chains every day. Our customers benefit from instant access to price assessments, reports and forecasts, a dedicated news channel and supply and demand data. You can learn more about ICIS at the link at: . About the Role We are seeking a dynamic, strategic, and customer focused Head of Customer Service to lead and elevate our global customer-facing teams including Customer Success, Training, and Customer Support. The role is critical to delivering a consistent, high-quality customer experience while fostering a high-performance culture that is agile, proactive, and aligned with evolving customer expectations. We're looking for a results-driven leader who combines operational expertise with strategic vision, capable of driving innovation and continuous improvement across all customer touchpoints. Responsibilities Strategic Leadership & High-Performance Team Management Develop, adapt, and continuously improve a forward-looking customer service strategy that evolves with customer needs, market trends, and business goals. Inspire and lead high-performing teams by setting clear objectives, measuring performance through meaningful KPIs, and fostering a culture of accountability, excellence, and continuous learning. Provide hands-on leadership to managers across Customer Success, Training, and Support (including 1st line and Technical Support)-ensuring alignment and collaboration across functions. Design and execute tailored customer engagement strategies to serve our diverse, international customer base, ensuring scalable solutions that deliver value at every stage of the customer lifecycle. Drive a training strategy that supports customer engagement while also acting as a growth lever for engaging new prospects and markets Operational Excellence & Innovation Champion operational efficiency through streamlined processes, automation, and effective use of AI-enabled customer service tools, particularly in self-service capabilities. Maintain a robust Customer Success framework that enhances retention, loyalty, and growth, ensuring standardised processes and best practices that deliver measurable impact Deliver against performance targets and operational metrics while maintaining a laser focus on improving customer satisfaction and team productivity Proactively identify areas for improvement and lead cross-functional initiatives that drive innovation and service differentiation. Cross-Functional Collaboration & Strategic Influence Serve as a powerful advocate for the customer across the organisation-working closely with Product, Sales, Marketing, and Technology to ensure the customer voice informs key decisions and strategic priorities. Influence and participate in strategic business planning, ensuring customer service goals are fully aligned with broader organisational objectives. Promote and embed a customer-first mindset across all levels of the business, contributing to ICIS's positioning as a trusted, customer-led organisation. Requirements Considerable experience in Customer Success, Customer Service, or related roles, with some experience at a senior or head-of-function level, ideally within SaaS or technology. Demonstrated success in scaling and transforming customer-facing operations for a global customer base. Proven ability to build and lead diverse, distributed teams across multiple customer service disciplines. A data-driven mindset with strong analytical and decision-making skills, including experience with CRM systems, support platforms, and performance management tools. A track record of fostering high-performing cultures, with a passion for mentoring, coaching, and empowering teams to excel. Ability to operate with agility, resilience, and clarity under pressure-thriving in a constantly evolving, high-growth environment. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-. EEO Know Your Rights . Criminals may pose as LexisNexis Risk Solutions recruiters, a subsidiary of RELX, asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here . We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-. EEO Know Your Rights . Criminals may pose as LexisNexis Risk Solutions recruiters, a subsidiary of RELX, asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Jul 03, 2025
Full time
Customer Service & Operations Head of Customer Services, ICIS (Hybrid) Location: London, London, City of, United Kingdom Contract Type: Regular Schedule: 35 Job ID: R95902 About the Business At ICIS, our mission is to optimize the world's resources. We help companies make strategic, sustainable decisions by bringing transparency to markets across the world. We create a comprehensive view of commodities markets, providing companies with the data and intelligence to successfully navigate across global value chains every day. Our customers benefit from instant access to price assessments, reports and forecasts, a dedicated news channel and supply and demand data. You can learn more about ICIS at the link at: . About the Role We are seeking a dynamic, strategic, and customer focused Head of Customer Service to lead and elevate our global customer-facing teams including Customer Success, Training, and Customer Support. The role is critical to delivering a consistent, high-quality customer experience while fostering a high-performance culture that is agile, proactive, and aligned with evolving customer expectations. We're looking for a results-driven leader who combines operational expertise with strategic vision, capable of driving innovation and continuous improvement across all customer touchpoints. Responsibilities Strategic Leadership & High-Performance Team Management Develop, adapt, and continuously improve a forward-looking customer service strategy that evolves with customer needs, market trends, and business goals. Inspire and lead high-performing teams by setting clear objectives, measuring performance through meaningful KPIs, and fostering a culture of accountability, excellence, and continuous learning. Provide hands-on leadership to managers across Customer Success, Training, and Support (including 1st line and Technical Support)-ensuring alignment and collaboration across functions. Design and execute tailored customer engagement strategies to serve our diverse, international customer base, ensuring scalable solutions that deliver value at every stage of the customer lifecycle. Drive a training strategy that supports customer engagement while also acting as a growth lever for engaging new prospects and markets Operational Excellence & Innovation Champion operational efficiency through streamlined processes, automation, and effective use of AI-enabled customer service tools, particularly in self-service capabilities. Maintain a robust Customer Success framework that enhances retention, loyalty, and growth, ensuring standardised processes and best practices that deliver measurable impact Deliver against performance targets and operational metrics while maintaining a laser focus on improving customer satisfaction and team productivity Proactively identify areas for improvement and lead cross-functional initiatives that drive innovation and service differentiation. Cross-Functional Collaboration & Strategic Influence Serve as a powerful advocate for the customer across the organisation-working closely with Product, Sales, Marketing, and Technology to ensure the customer voice informs key decisions and strategic priorities. Influence and participate in strategic business planning, ensuring customer service goals are fully aligned with broader organisational objectives. Promote and embed a customer-first mindset across all levels of the business, contributing to ICIS's positioning as a trusted, customer-led organisation. Requirements Considerable experience in Customer Success, Customer Service, or related roles, with some experience at a senior or head-of-function level, ideally within SaaS or technology. Demonstrated success in scaling and transforming customer-facing operations for a global customer base. Proven ability to build and lead diverse, distributed teams across multiple customer service disciplines. A data-driven mindset with strong analytical and decision-making skills, including experience with CRM systems, support platforms, and performance management tools. A track record of fostering high-performing cultures, with a passion for mentoring, coaching, and empowering teams to excel. Ability to operate with agility, resilience, and clarity under pressure-thriving in a constantly evolving, high-growth environment. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-. EEO Know Your Rights . Criminals may pose as LexisNexis Risk Solutions recruiters, a subsidiary of RELX, asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here . We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-. EEO Know Your Rights . Criminals may pose as LexisNexis Risk Solutions recruiters, a subsidiary of RELX, asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Download our latest report - Protecting & growing your payments business - Thredd is the trusted next-gen payments partner for innovators looking to modernise their payments offering. Certified by Mastercard, Visa and Diners & Discover, we process billions of debit, prepaid and credit transactions annually, supporting consumer and corporation FinTechs, digital banks and embedded finance providers across the globe. Our unique offering is our client-centric approach, combining hands-on support with modern, reliable and scalable technology. Our assured solution accelerates the development and delivery of consumer and corporate payments components embedded within digital banks, as well as for expense management, B2B payments, crypto, lending, credit, Buy Now Pay Later, FX, remittance, and open banking innovators. About the Senior Product Manager role We are looking for a Senior Product Manager to join our expanding team in London. You will own the end-to-end lifecycle of our core platform, with a particular focus on ledgering capabilities including sub-ledgering and safeguarding. The Senior Product Manager will manage product release, P&L, product lifecycle, value proposition, brief and internal training including responsibilities such as; Following commercialisation framework and providing progress updates Supporting internal teams to deliver on enablement material Taking ownership of highly complex product areas and contributing to delivering impactful solutions Leading cross-functional collaboration for defining product features and enhancements Shaping product roadmaps with moderate guidance and ensuring successful delivery What you will be doing as a Senior Product Manager Defining roadmaps, prioritising features and executing strategies that align with business objectives Ensuring alignment with customer value Leading product delivery from inception to completion Using analytics to define KPIs, track product performance, and drive continuous improvement Owning product brief, FAQs and tutorials and presenting them to market-facing teams Proposing treatments and artefacts by tier and cohort, defining positioning statements and ensuring market differentiation Leading cross-functional teams and acting as the product ambassador to drive initiatives forward Tailoring platform features for client needs while ensuring core product integrity Addressing client pain points, ensuring solutions are tailored to specific needs and delivering maximum value What you will bring to the Senior Product Manager position Strong background in Product Management, especially within the payments industry Deep understanding of record management including: Ledger processing (card and non-card) Hands-on experience with scoping advanced ledgering capabilities including Customer, account and ledger status lifecycles Balance management and system of record Reconciliation of balance impacting events from multiple sources Dual entry/double entry accounting Client money safeguarding Familiarity with API's Strong experience managing multiple aspects of the end-to-end product management lifecycle Apply for this job indicates a required field First Name Last Name Preferred First Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Jul 03, 2025
Full time
Download our latest report - Protecting & growing your payments business - Thredd is the trusted next-gen payments partner for innovators looking to modernise their payments offering. Certified by Mastercard, Visa and Diners & Discover, we process billions of debit, prepaid and credit transactions annually, supporting consumer and corporation FinTechs, digital banks and embedded finance providers across the globe. Our unique offering is our client-centric approach, combining hands-on support with modern, reliable and scalable technology. Our assured solution accelerates the development and delivery of consumer and corporate payments components embedded within digital banks, as well as for expense management, B2B payments, crypto, lending, credit, Buy Now Pay Later, FX, remittance, and open banking innovators. About the Senior Product Manager role We are looking for a Senior Product Manager to join our expanding team in London. You will own the end-to-end lifecycle of our core platform, with a particular focus on ledgering capabilities including sub-ledgering and safeguarding. The Senior Product Manager will manage product release, P&L, product lifecycle, value proposition, brief and internal training including responsibilities such as; Following commercialisation framework and providing progress updates Supporting internal teams to deliver on enablement material Taking ownership of highly complex product areas and contributing to delivering impactful solutions Leading cross-functional collaboration for defining product features and enhancements Shaping product roadmaps with moderate guidance and ensuring successful delivery What you will be doing as a Senior Product Manager Defining roadmaps, prioritising features and executing strategies that align with business objectives Ensuring alignment with customer value Leading product delivery from inception to completion Using analytics to define KPIs, track product performance, and drive continuous improvement Owning product brief, FAQs and tutorials and presenting them to market-facing teams Proposing treatments and artefacts by tier and cohort, defining positioning statements and ensuring market differentiation Leading cross-functional teams and acting as the product ambassador to drive initiatives forward Tailoring platform features for client needs while ensuring core product integrity Addressing client pain points, ensuring solutions are tailored to specific needs and delivering maximum value What you will bring to the Senior Product Manager position Strong background in Product Management, especially within the payments industry Deep understanding of record management including: Ledger processing (card and non-card) Hands-on experience with scoping advanced ledgering capabilities including Customer, account and ledger status lifecycles Balance management and system of record Reconciliation of balance impacting events from multiple sources Dual entry/double entry accounting Client money safeguarding Familiarity with API's Strong experience managing multiple aspects of the end-to-end product management lifecycle Apply for this job indicates a required field First Name Last Name Preferred First Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Established in Somerset in 1971, Mulberry has grown to be the largest maker of luxury leather goods in the United Kingdom. With a contemporary take on British heritage and a focus on responsible craft, our ambition is to create progressive luxury. Sustainability has been part of the Mulberry ethos since the brand's inception, in recognition of our purpose-driven approach, in 2024 we proudly achieved B Corp Certification. Today, we are a global brand, but our values remain the same; we are committed to improving our impact on people and the planet. If these are values you share, we would love you to join our team. The Role: A true commercial leader with an inquisitive nature and the drive to collaborate with, as well as challenge commercial, product, supply chain and other business counterparts, to generate and deliver improved commercial outcomes in a brand strong retail business. You will be responsible for setting up and driving a clear, transparent and commercially measured Financial Planning & Budgeting process, delivering insights and analysis through business partnering across the different business areas, and the ability to bring to life for the Exco & Board the underlying trade and profitability performance through presentation, dashboard and narrative. As a global business, an appreciation for the complexity of multi-country, multi-currency operations is a must, as well as a true retail analytical understanding - margin, stock, LFL, costs as % to sales ratios, investment decision analysis, opportunity cost analysis, and sensitivity modelling are essential. Reporting to the CFO, and working closely with the CEO and the Exco, this is an exciting opportunity for a skilled commercial leader with great leadership and people skills, the ability to develop and deliver through and with a small team (prioritization and clear communication is key), and be at the forefront of an exciting turnaround and profitability delivery. You will epitomize the Mulberry values, creating and maintaining a working environment consistent with those values. Having a flexible leadership style is key to developing managers who vary in experience and skill set - a mentoring and development approach will lead to expert delivery from the team. Duties & Responsibilities: Lead and co-ordinate the Group budget process, challenging submissions where appropriate and providing budget update reports and insight for budget holders and budget presentations to the Board. Ensuring close working with the ExCo and their teams so that the whole company is aligned on assumptions, delivery targets, and have a clear "one version of the truth." Lead and co-ordinate the Group forecast process; consolidating quarterly forecasts from business partners, identifying risks and opportunities within the forecast and designing and producing insightful forecast commentary - turning into a rolling monthly forecast for the Exco to navigate the business and make quick decisions. Work with the CFO to develop an evolving 3-year strategic plan in conjunction with the business, identifying strategic opportunities, including measurements and progress against targets. Manage the capex budget, challenging and supporting investment projects and preparing monthly capex reporting analysis and insight for the ExCo and Board. Assist the CFO in the preparation of Investor Relations materials to bring to life the journey to the market and interested shareholders and stakeholders. Be the hub of commercial reports and analysis, including KPI dashboards, and competitor analysis. Play a key role in driving performance by providing insight, analysis and recommendations in relation to growth assessment and improvement, financial sustainability and investment cases to enable sound decision making. Responsible for delivering weekly and monthly performance reporting. Reviewing and challenging proposals/business cases. Work collaboratively across Financial Control and FP&A, the teams will deliver month-end results, with clear and insightful analysis and commentary regarding performance versus Budget and LY, but also the forward-looking impact of said performance. A deep dive into margin achievement versus assumptions, and production efficiency within the mix will be an exciting part of this role and team. Facilitate understanding of operational variances and provide an early warning system on cost overruns/revenue shortfalls - this role will partner on business, not just financial, performance. Build strong, collaborative relationships with all senior leaders and key stakeholders to understand performance and drive strategic decision-making. Ensure investment appraisals of strategic opportunities are accurate and in line with strategic goals. In partnership with the Group Financial Controller, identify and deliver continuous improvements to financial operational controls, procedures and systems. Lead ad-hoc projects, including detailed financial modelling. Lead and engage a small team of qualified and part-qualified finance professionals to develop strong business partnering relationships. Support the function to improve systems and adopt new systems and drive capabilities. Team: Lead, engage and develop a commercial business partnering team who feel empowered and informed to deliver strong business partnering relationships. Create a positive and inclusive environment, one which is collaborative, respectful and supportive, where everyone feels valued and good performance is rewarded and recognized. Understand the strengths and abilities of your team, driving talent management, managing performance and addressing any issues or concerns with credibility. Culture: Embrace and demonstrate the Mulberry values and behaviours: honesty, dynamism, and a community-oriented spirit. Support Mulberry to deliver an inclusive culture, through behaving in a way that is open-minded and respectful towards others, and understanding that your views, opinions, and experiences may not always be shared by your colleagues. Act as an ambassador for Mulberry and communicate positively about the brand. Sustainability: As a certified B Corp business, it is important to incorporate environmentally responsible practices into your work wherever possible. Support the businesses 'Five C's' strategy in addressing and improving Climate, Cultivation, Craft, Culture and Circularity. Promote a greener, more sustainable future. Support to foster an environment where diversity is embraced and all individuals feel valued, respected and included. Promote equity, empathy and understanding and demonstrate this commitment within your internal and external communities. Skills & Knowledge Required: Qualified accountant (ACA/ACCA/CIMA) Excellent knowledge of Hyperion ideally, as well as experience with other systems Previous experience in FP&A role preferred due to need for robust and clear end-to-end process Innovative and solution-oriented, with proactive attitude and with track record of delivering projects Outstanding analytical and excel skills Outgoing personality able to communicate and partner with internal department heads and external advisors Flexible to cater to peaks in business demands and ad-hoc projects Ability to manage, develop and motivate staff System skills and being adept with new technology is important, as well as a desire to improve. Experience with Hyperion and Planning Tools & systems is highly sought. Mulberry is an equal opportunities employer and we are passionate about hiring and developing the best talent. All hiring decisions are made only on the basis of qualifications, skills or experience and as they relate to the particular role. If you need us to make any adjustments to our application or interview processes to enable you to be at your best, please email us at .
Jul 03, 2025
Full time
Established in Somerset in 1971, Mulberry has grown to be the largest maker of luxury leather goods in the United Kingdom. With a contemporary take on British heritage and a focus on responsible craft, our ambition is to create progressive luxury. Sustainability has been part of the Mulberry ethos since the brand's inception, in recognition of our purpose-driven approach, in 2024 we proudly achieved B Corp Certification. Today, we are a global brand, but our values remain the same; we are committed to improving our impact on people and the planet. If these are values you share, we would love you to join our team. The Role: A true commercial leader with an inquisitive nature and the drive to collaborate with, as well as challenge commercial, product, supply chain and other business counterparts, to generate and deliver improved commercial outcomes in a brand strong retail business. You will be responsible for setting up and driving a clear, transparent and commercially measured Financial Planning & Budgeting process, delivering insights and analysis through business partnering across the different business areas, and the ability to bring to life for the Exco & Board the underlying trade and profitability performance through presentation, dashboard and narrative. As a global business, an appreciation for the complexity of multi-country, multi-currency operations is a must, as well as a true retail analytical understanding - margin, stock, LFL, costs as % to sales ratios, investment decision analysis, opportunity cost analysis, and sensitivity modelling are essential. Reporting to the CFO, and working closely with the CEO and the Exco, this is an exciting opportunity for a skilled commercial leader with great leadership and people skills, the ability to develop and deliver through and with a small team (prioritization and clear communication is key), and be at the forefront of an exciting turnaround and profitability delivery. You will epitomize the Mulberry values, creating and maintaining a working environment consistent with those values. Having a flexible leadership style is key to developing managers who vary in experience and skill set - a mentoring and development approach will lead to expert delivery from the team. Duties & Responsibilities: Lead and co-ordinate the Group budget process, challenging submissions where appropriate and providing budget update reports and insight for budget holders and budget presentations to the Board. Ensuring close working with the ExCo and their teams so that the whole company is aligned on assumptions, delivery targets, and have a clear "one version of the truth." Lead and co-ordinate the Group forecast process; consolidating quarterly forecasts from business partners, identifying risks and opportunities within the forecast and designing and producing insightful forecast commentary - turning into a rolling monthly forecast for the Exco to navigate the business and make quick decisions. Work with the CFO to develop an evolving 3-year strategic plan in conjunction with the business, identifying strategic opportunities, including measurements and progress against targets. Manage the capex budget, challenging and supporting investment projects and preparing monthly capex reporting analysis and insight for the ExCo and Board. Assist the CFO in the preparation of Investor Relations materials to bring to life the journey to the market and interested shareholders and stakeholders. Be the hub of commercial reports and analysis, including KPI dashboards, and competitor analysis. Play a key role in driving performance by providing insight, analysis and recommendations in relation to growth assessment and improvement, financial sustainability and investment cases to enable sound decision making. Responsible for delivering weekly and monthly performance reporting. Reviewing and challenging proposals/business cases. Work collaboratively across Financial Control and FP&A, the teams will deliver month-end results, with clear and insightful analysis and commentary regarding performance versus Budget and LY, but also the forward-looking impact of said performance. A deep dive into margin achievement versus assumptions, and production efficiency within the mix will be an exciting part of this role and team. Facilitate understanding of operational variances and provide an early warning system on cost overruns/revenue shortfalls - this role will partner on business, not just financial, performance. Build strong, collaborative relationships with all senior leaders and key stakeholders to understand performance and drive strategic decision-making. Ensure investment appraisals of strategic opportunities are accurate and in line with strategic goals. In partnership with the Group Financial Controller, identify and deliver continuous improvements to financial operational controls, procedures and systems. Lead ad-hoc projects, including detailed financial modelling. Lead and engage a small team of qualified and part-qualified finance professionals to develop strong business partnering relationships. Support the function to improve systems and adopt new systems and drive capabilities. Team: Lead, engage and develop a commercial business partnering team who feel empowered and informed to deliver strong business partnering relationships. Create a positive and inclusive environment, one which is collaborative, respectful and supportive, where everyone feels valued and good performance is rewarded and recognized. Understand the strengths and abilities of your team, driving talent management, managing performance and addressing any issues or concerns with credibility. Culture: Embrace and demonstrate the Mulberry values and behaviours: honesty, dynamism, and a community-oriented spirit. Support Mulberry to deliver an inclusive culture, through behaving in a way that is open-minded and respectful towards others, and understanding that your views, opinions, and experiences may not always be shared by your colleagues. Act as an ambassador for Mulberry and communicate positively about the brand. Sustainability: As a certified B Corp business, it is important to incorporate environmentally responsible practices into your work wherever possible. Support the businesses 'Five C's' strategy in addressing and improving Climate, Cultivation, Craft, Culture and Circularity. Promote a greener, more sustainable future. Support to foster an environment where diversity is embraced and all individuals feel valued, respected and included. Promote equity, empathy and understanding and demonstrate this commitment within your internal and external communities. Skills & Knowledge Required: Qualified accountant (ACA/ACCA/CIMA) Excellent knowledge of Hyperion ideally, as well as experience with other systems Previous experience in FP&A role preferred due to need for robust and clear end-to-end process Innovative and solution-oriented, with proactive attitude and with track record of delivering projects Outstanding analytical and excel skills Outgoing personality able to communicate and partner with internal department heads and external advisors Flexible to cater to peaks in business demands and ad-hoc projects Ability to manage, develop and motivate staff System skills and being adept with new technology is important, as well as a desire to improve. Experience with Hyperion and Planning Tools & systems is highly sought. Mulberry is an equal opportunities employer and we are passionate about hiring and developing the best talent. All hiring decisions are made only on the basis of qualifications, skills or experience and as they relate to the particular role. If you need us to make any adjustments to our application or interview processes to enable you to be at your best, please email us at .
We're hiring! Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aon's insurance investment proposition and solutions and taking these to market. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. The UK Insurance Investment Team There are significant structural changes impacting the UK DB pension landscape and Aon Investments' traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners - in particular, insurance companies. Current market conditions present several challenges and opportunities for insurance investors. As one of the world's largest investment consulting firms (and one of the world's leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clients' investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees. The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour. What the day will look like Your impact as a Senior Investment Consultant: Strong focus on revenue growth and securing new business. Prospecting for new business, identification of new opportunities and involvement in proposals and pitches. Supporting the growth of Aon's profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market. Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection. Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues. Leading or supporting relationships with clients, with accountability for developing those relationships. Directing and delivering client projects. Taking overall responsibility for quality of technical work delivered to clients. Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary. Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company. Skills and experience that will lead to success Your knowledge and expertise: Several years' experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm. Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc. Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios. Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape. High-level knowledge of the asset management universe and the range of funds/products available for insurance investors Experience of new business sales, responding to RFP's and drafting of proposals. Hard working, diligent and independent Not afraid to take on new challenges and willing to push yourself beyond your comfort zone. A belief that you get back what you put in and a "can do" attitude. Strong written and verbal communication skills Great teammate who enjoys collaboration with others How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
Jul 02, 2025
Full time
We're hiring! Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aon's insurance investment proposition and solutions and taking these to market. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. The UK Insurance Investment Team There are significant structural changes impacting the UK DB pension landscape and Aon Investments' traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners - in particular, insurance companies. Current market conditions present several challenges and opportunities for insurance investors. As one of the world's largest investment consulting firms (and one of the world's leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clients' investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees. The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour. What the day will look like Your impact as a Senior Investment Consultant: Strong focus on revenue growth and securing new business. Prospecting for new business, identification of new opportunities and involvement in proposals and pitches. Supporting the growth of Aon's profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market. Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection. Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues. Leading or supporting relationships with clients, with accountability for developing those relationships. Directing and delivering client projects. Taking overall responsibility for quality of technical work delivered to clients. Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary. Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company. Skills and experience that will lead to success Your knowledge and expertise: Several years' experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm. Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc. Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios. Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape. High-level knowledge of the asset management universe and the range of funds/products available for insurance investors Experience of new business sales, responding to RFP's and drafting of proposals. Hard working, diligent and independent Not afraid to take on new challenges and willing to push yourself beyond your comfort zone. A belief that you get back what you put in and a "can do" attitude. Strong written and verbal communication skills Great teammate who enjoys collaboration with others How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 02, 2025
Full time
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
The Vacancy Winterflood's compliance department provides regulatory support to the whole firm covering a diverse range of businesses including market making, corporate finance, research and a retail platform. This role is an initial 6-9 month contract with possible extension. Key Responsibilities and Duties Reporting to the Operational Compliance & Monitoring Manager, the role will include Assist with the management and delivery of all aspects of compliance monitoring Determine the scope and testing approach for reviews Conduct thorough Compliance Monitoring reviews covering a range of activities across all business divisions. Identifying and analysing potential risks to the firm. Provide written reports for management and key business stakeholders to include details of findings and recommended actions Track progress of compliance monitoring against the annual plan and report to management Prepare management information for senior management and the Risk and Compliance Committee Ad-hoc duties as required Skills & Experience Knowledge and experience of a similar wholesale, retail or professional services firm Relevant regulatory knowledge including some of the following: COBS, CASS, SYSC, MAR, LSE and other rules, MiFID II, HMRC ISA Rules, JMLSG Ability to learn quickly and solve problems Strong communication skills Experience of producing written reports Personal Attributes Confident and independent self-starter willing to take ownership of issues and drive to resolution Collaborative worker able to pursue team goals and both seek and provide support as required Strong work ethic with a commitment to continuous personal development Excellent organisational and time management capabilities, able to manage multiple tasks and tight deadlines under pressure Strong and proven problem solving and reporting skills Attention to detail and able to interpret regulations and apply them Strong communication and interpersonal skills Benefits Competitive salary inclusive of discretionary annual bonus & annual pay review Work Abroad Policy for up to 15 days per year 25 days holiday plus bank holidays and additional well-being day Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 10% employer contribution Sharesave scheme Income Protection & Life insurance (4 x salary core level of cover) Private health care via BUPA Employee Assistance Programme Discounted Gym Membership Variety of travel to work schemes At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. The Company Winterflood Securities is a leading market maker committed to providing liquidity and flexible execution services to retail brokers, asset managers and institutional investors. Winterflood's strengths are a combination of traditional trading values and the performance of our own cutting edge technology. Our experienced team of traders helps clients achieve high quality execution in over 15,000 tradable instruments including UK, European and North American Equities together with Investment Trusts, Exchange Traded Products, Fixed Income, Structured Products and Funds. Founded in 1988, Winterflood has gone from being a niche market maker in the UK Small Cap market, to a mature, diverse and major liquidity provider across multiple asset classes in the UK and European markets. Winterflood is authorised and regulated by the Financial Conduct Authority. Winterflood Securities is a wholly-owned subsidiary of Close Brothers Group plc, a specialist financial services group which makes loans, takes deposits, trades securities and provides advice and investment management solutions to a wide range of clients. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ approximately 4,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Jul 02, 2025
Full time
The Vacancy Winterflood's compliance department provides regulatory support to the whole firm covering a diverse range of businesses including market making, corporate finance, research and a retail platform. This role is an initial 6-9 month contract with possible extension. Key Responsibilities and Duties Reporting to the Operational Compliance & Monitoring Manager, the role will include Assist with the management and delivery of all aspects of compliance monitoring Determine the scope and testing approach for reviews Conduct thorough Compliance Monitoring reviews covering a range of activities across all business divisions. Identifying and analysing potential risks to the firm. Provide written reports for management and key business stakeholders to include details of findings and recommended actions Track progress of compliance monitoring against the annual plan and report to management Prepare management information for senior management and the Risk and Compliance Committee Ad-hoc duties as required Skills & Experience Knowledge and experience of a similar wholesale, retail or professional services firm Relevant regulatory knowledge including some of the following: COBS, CASS, SYSC, MAR, LSE and other rules, MiFID II, HMRC ISA Rules, JMLSG Ability to learn quickly and solve problems Strong communication skills Experience of producing written reports Personal Attributes Confident and independent self-starter willing to take ownership of issues and drive to resolution Collaborative worker able to pursue team goals and both seek and provide support as required Strong work ethic with a commitment to continuous personal development Excellent organisational and time management capabilities, able to manage multiple tasks and tight deadlines under pressure Strong and proven problem solving and reporting skills Attention to detail and able to interpret regulations and apply them Strong communication and interpersonal skills Benefits Competitive salary inclusive of discretionary annual bonus & annual pay review Work Abroad Policy for up to 15 days per year 25 days holiday plus bank holidays and additional well-being day Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 10% employer contribution Sharesave scheme Income Protection & Life insurance (4 x salary core level of cover) Private health care via BUPA Employee Assistance Programme Discounted Gym Membership Variety of travel to work schemes At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. The Company Winterflood Securities is a leading market maker committed to providing liquidity and flexible execution services to retail brokers, asset managers and institutional investors. Winterflood's strengths are a combination of traditional trading values and the performance of our own cutting edge technology. Our experienced team of traders helps clients achieve high quality execution in over 15,000 tradable instruments including UK, European and North American Equities together with Investment Trusts, Exchange Traded Products, Fixed Income, Structured Products and Funds. Founded in 1988, Winterflood has gone from being a niche market maker in the UK Small Cap market, to a mature, diverse and major liquidity provider across multiple asset classes in the UK and European markets. Winterflood is authorised and regulated by the Financial Conduct Authority. Winterflood Securities is a wholly-owned subsidiary of Close Brothers Group plc, a specialist financial services group which makes loans, takes deposits, trades securities and provides advice and investment management solutions to a wide range of clients. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ approximately 4,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Welcome to John Shepherd, we're known for moving people forward. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to have 10 offices and over 100 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now, we're happy to offer you an exciting opportunity to join our dynamic team as a Portolio Property Manager. This is a full-time, permanent position located in Colmore Row. You'll enjoy a standard workweek of Monday to Friday 08:45am to 5:30pm, with on-target earnings varying up to £30k per annum. Let's talk about the role. It involves: Management up to 250 Properties Under Management (PUM). Understanding and upselling of John Shepherd Lettings & Property Management services including ancillary and peripheral products. Managing Mid Term Inspection follow ups, quality and trade discount earnings. Weekly Arrear management including Rent & Legal Protection submission claims and management. Inspection reports for your portfolio including management of quality of content. We're not just looking for someone who fits our team; we want to be a good fit for you too! We're looking for individuals with qualities such as: Desires to become part of a thriving and expanding company. Seeking an engaging position characterized by constant dynamism, ensuring each day brings new and unique challenges. Demonstrates a genuine talent for interpersonal interactions and derives satisfaction from delivering top-notch customer service. Possesses eloquence and excels in both negotiation and communication. Preferably has a 1 year of experience in a comparable role. At John Shepherd, we believe in taking care of our people. That's why we offer some amazing perks and benefits through our engagement platform, LOMONDlife. Here's what you can look forward to: Our smart spending app gives you discounts at over 900 retailers and our wellbeing centre is packed with resources to help you get active, eat healthier, improve your financial wellbeing, and master your mental health. Our Employee Assistance Programme offers free counselling support sessions. Our annual leave purchase scheme, where you can buy up to an extra 5 days of holiday. Get the latest gadgets and appliances with our Smart Tech Scheme. We're committed to reducing our carbon footprint with our Cycle2Work Scheme. We offer enhanced Family Friendly Leave for maternity, paternity, adoption, and IVF. You'll enjoy competitive base pay that aligns with market value, plus incentivised commission and performance bonuses for most roles. Celebrate your loyalty with special days and celebrations for length of service. Planning for retirement? We've got you covered with that important pension pot. We'll support your professional development by funding your professional qualifications, so you can reach your full potential and build your career. And of course, we like to have a little fun too! Our company socials bring our people together. So work hard, and then socialise even harder! We're excited to offer these amazing benefits to our hardworking teams. It's our way of showing appreciation for your dedication. At John Shepherd, we value diversity and inclusion. We welcome applicants of all nationalities, backgrounds, abilities, and perspectives. Join us and experience a workplace that truly values you. Apply today! Our well established business is growing and we are looking for a Property Manager to join our team!
Jul 02, 2025
Full time
Welcome to John Shepherd, we're known for moving people forward. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to have 10 offices and over 100 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now, we're happy to offer you an exciting opportunity to join our dynamic team as a Portolio Property Manager. This is a full-time, permanent position located in Colmore Row. You'll enjoy a standard workweek of Monday to Friday 08:45am to 5:30pm, with on-target earnings varying up to £30k per annum. Let's talk about the role. It involves: Management up to 250 Properties Under Management (PUM). Understanding and upselling of John Shepherd Lettings & Property Management services including ancillary and peripheral products. Managing Mid Term Inspection follow ups, quality and trade discount earnings. Weekly Arrear management including Rent & Legal Protection submission claims and management. Inspection reports for your portfolio including management of quality of content. We're not just looking for someone who fits our team; we want to be a good fit for you too! We're looking for individuals with qualities such as: Desires to become part of a thriving and expanding company. Seeking an engaging position characterized by constant dynamism, ensuring each day brings new and unique challenges. Demonstrates a genuine talent for interpersonal interactions and derives satisfaction from delivering top-notch customer service. Possesses eloquence and excels in both negotiation and communication. Preferably has a 1 year of experience in a comparable role. At John Shepherd, we believe in taking care of our people. That's why we offer some amazing perks and benefits through our engagement platform, LOMONDlife. Here's what you can look forward to: Our smart spending app gives you discounts at over 900 retailers and our wellbeing centre is packed with resources to help you get active, eat healthier, improve your financial wellbeing, and master your mental health. Our Employee Assistance Programme offers free counselling support sessions. Our annual leave purchase scheme, where you can buy up to an extra 5 days of holiday. Get the latest gadgets and appliances with our Smart Tech Scheme. We're committed to reducing our carbon footprint with our Cycle2Work Scheme. We offer enhanced Family Friendly Leave for maternity, paternity, adoption, and IVF. You'll enjoy competitive base pay that aligns with market value, plus incentivised commission and performance bonuses for most roles. Celebrate your loyalty with special days and celebrations for length of service. Planning for retirement? We've got you covered with that important pension pot. We'll support your professional development by funding your professional qualifications, so you can reach your full potential and build your career. And of course, we like to have a little fun too! Our company socials bring our people together. So work hard, and then socialise even harder! We're excited to offer these amazing benefits to our hardworking teams. It's our way of showing appreciation for your dedication. At John Shepherd, we value diversity and inclusion. We welcome applicants of all nationalities, backgrounds, abilities, and perspectives. Join us and experience a workplace that truly values you. Apply today! Our well established business is growing and we are looking for a Property Manager to join our team!
Go back Nottinghamshire Healthcare NHS Foundation Trust Head of Finance Information: This job is now closed Job summary Join our dynamic Finance Department making a real impact in specialist healthcare services. We are excited to announce two exceptional leadership opportunities for experienced finance professionals to help shape and support our Mental Health Care Group (Division) and Forensics Care Group. As Heads of Finance, you will play a pivotal role in delivering strategic financial support to services that touch lives daily. This is a key leadership position where you'll work closely with operational leaders supporting secure and complex care pathways to ensure financial sustainability, drive service innovation, and promote best value for service users and the wider community. You will be forward thinking and looking to add value to the clinical services you will support. You will oversee key areas across the Care Group including financial management, financial performance, planning, and monthly reporting. You'll lead and inspire a management accounts team in a fast-paced, ambitious environment that fosters excellence and continuous improvement. You will bring strong analytical skills and a collaborative approach. As a senior leader across the wider department, you will also play an important role in driving forward the Trust's strategic and operational financial goals. Main duties of the job Support clinical and operational leaders in decision-making. Oversight of budgeting, forecasting, and Care Group cost improvement programmes. Business partner with Care Group Directors or Executive Directors on the financial direction of Care Group services. Provide financial input and support to contract negotiations and their performance. Ensure comprehensive business advice and information is provided to budget holders and managers within the Care Group. Advise and inform the Deputy Director of Finance and Procurement of the current and prospective financial position of the Care Group. Ensure Care Group compliance, governance, and value for money. Lead a team of finance professionals with a focus on continuous improvement. Ready to make a difference? Apply today to become a key leader at Nottinghamshire Healthcare in a forward-thinking Finance Department dedicated to improving lives across the Community, Mental Health and Forensic services. About us comprises over 11,000 dedicated colleagues who every day. We deliver intellectual disability, mental health, community health, forensic, and offender healthcare services across Nottinghamshire, Leicestershire, Lincolnshire, and South Yorkshire. Our care is provided from over 200 sites, spanning community locations, acute settings, and secure environments, including prisons. We are one of the largest mental health and community Trusts in the East Midlands and one of Nottinghamshire's biggest employers. We also host national and regional services, such as the National High Secure Deaf Service and the Nottingham Centre for Transgender Health. We offer a variety of employee-led staff networks, including Equality, Diversity, and Inclusion (EDI) groups, the Green Champions network, the Freedom to Speak Up network, the Health and Wellbeing Champions network, and the Menopause Champions network. These networks play a vital role in supporting our diverse workforce and promoting a culture of inclusivity. The health and wellbeing of our colleagues is a top priority. We invest significantly in this through our in-house occupational health and staff counselling services, supported by a dedicated Health and Wellbeing team. The Trust is committed to reducing its carbon emissions, with a specialised Energy and Environmental team working to ensure compliance with environmental legislation, enhance our environmental performance, and achieve our net-zero commitment Job responsibilities To ensure the preparation of accurate and timely financial reports for Care Group/Corporate Group. To produce monthly summary data on actuals/forecast with appropriate narrative for inclusion in the Trust Board reports. To review, interpret and present accounts and reports, ensuring that work meets best practice standards and is used appropriately to support proposals and recommendations for decision-making. Provide guidance and support to budget holders to enable effective budgetary control. Identify and discuss with managers and clinicians areas where savings and efficiencies can be made to enable more effective use of the Trusts resources. Analyse detailed and complex financial statements and forecasts and create reports and presentations that make them readily understandable to non-financial managers. Manage the financial plan setting and cost improvement identification process within the Care Group/Corporate areas in accordance with Executive Leadership Team agreed timetables. To be solely responsible for agreeing virements to enable the production of a balanced budget. Work alongside the Deputy Director of Finance in the production of the Trusts annual financial plans, by providing summaries of relevant financial information. Responsible for the Care Group/Corporate area financial forecast. Indirectly contribute to the completion of annual accounts. Staff and Leadership Direct, lead and motivate the Care Group/Corporate finance team. Recruit and train new members of staff where appropriate including team induction. Appraise directly line managed staff through the PAD process to identify their training and development needs, and performance manage the team in order to maximise their potential and the contribution they make to the organisation. To oversee sickness and absence management of the finance team. Responsible for ensuring all budget holders in the designated directorates fully understand the financial information presented to them, identifying and implementing any training needs as necessary. Contribute to development and delivery of Trust wide training to non-financial staff as required Demonstrate continuing professional development, through development of knowledge, skills and keeping up to date with professional practice. Work with external Stakeholders Represent the Trust providing support to develop system plans with colleagues across the ICS. Business Partnering Support the relevant managers across Care Group/Corporate to fulfil their statutory duties including the proprietary responsibility and stewardship of public funds. Support the Trust in achieving its planned financial outturn. Contribute to current departmental issues which may change over time Ability to present complex financial reports to groups of senior managers and Executive Directors Service & Policy Development Lead on ensuring the development of the Trust costing strategy incorporating the NHS England costing roadmap and ensuring our patient level costing system is adequate to provide requirements of the roadmap Manage the production of costing information in the Trust including the implementation and development of costing systems that will support the production of statutory reference costs and specialty cost returns, and service line reporting. Utilise financial expertise and in depth specialist knowledge of business, legislative and NHS environment to assist General Managers in developing proposals and production of Care Group/Corporate plans in line with the Trust Strategy. Direct the implementation and monitoring of compliance with Trust financial policy within Care Group/Corporate areas, so ensuring that best practice is disseminated and Directorate policy is consistent with Trust strategy. To interpret the impact of Organisational Policy as it affects individual Care Units/Corporate areas and prepare them for such impact. Ensure as far as possible budget holders adhere to Trust financial policy. Efficiency Programme Finance lead supporting the overall Trust efficiency programme. Assistance across the organization with development and monitoring of cost improvement plans for services, providing financial support and challenges where appropriate. Training Lead on finance staff development needs and ensure all finance staff receive mandatory training in a timely manner. Lead on the Finance training offer working with Learning & Development. Finance Skills Development for the Trust, contributing to decisions on appropriate courses set by FSD, and ensure information on courses is made available to relevant staff. General Authorised signatory in line with Scheme of delegation. Responsible for ensuring Health and Safety policies are implemented and adhered to within Care Group/Corporate finance team. Please note applicants will be required to pay for their DBS check. Costs are deducted from salary following appointment. The cost of the DBS application is £26.40 (standard) or £54.40 (enhanced), this cost will be deducted from your salary over the first 2 months of employment. You are encouraged to enrol for the DBS Update Service. An annual fee of £16 per year applies. Person Specification Qualifications Possess a Professional accounting qualification (CCAB or equivalent) Educated to degree level or equivalent Further Training Demonstrate evidence of continuing professional development Work Experience A minimum of 2 years post CCAB or equivalent experience. Knowledge of NHS finance and business planning regimes. . click apply for full job details
Jul 02, 2025
Full time
Go back Nottinghamshire Healthcare NHS Foundation Trust Head of Finance Information: This job is now closed Job summary Join our dynamic Finance Department making a real impact in specialist healthcare services. We are excited to announce two exceptional leadership opportunities for experienced finance professionals to help shape and support our Mental Health Care Group (Division) and Forensics Care Group. As Heads of Finance, you will play a pivotal role in delivering strategic financial support to services that touch lives daily. This is a key leadership position where you'll work closely with operational leaders supporting secure and complex care pathways to ensure financial sustainability, drive service innovation, and promote best value for service users and the wider community. You will be forward thinking and looking to add value to the clinical services you will support. You will oversee key areas across the Care Group including financial management, financial performance, planning, and monthly reporting. You'll lead and inspire a management accounts team in a fast-paced, ambitious environment that fosters excellence and continuous improvement. You will bring strong analytical skills and a collaborative approach. As a senior leader across the wider department, you will also play an important role in driving forward the Trust's strategic and operational financial goals. Main duties of the job Support clinical and operational leaders in decision-making. Oversight of budgeting, forecasting, and Care Group cost improvement programmes. Business partner with Care Group Directors or Executive Directors on the financial direction of Care Group services. Provide financial input and support to contract negotiations and their performance. Ensure comprehensive business advice and information is provided to budget holders and managers within the Care Group. Advise and inform the Deputy Director of Finance and Procurement of the current and prospective financial position of the Care Group. Ensure Care Group compliance, governance, and value for money. Lead a team of finance professionals with a focus on continuous improvement. Ready to make a difference? Apply today to become a key leader at Nottinghamshire Healthcare in a forward-thinking Finance Department dedicated to improving lives across the Community, Mental Health and Forensic services. About us comprises over 11,000 dedicated colleagues who every day. We deliver intellectual disability, mental health, community health, forensic, and offender healthcare services across Nottinghamshire, Leicestershire, Lincolnshire, and South Yorkshire. Our care is provided from over 200 sites, spanning community locations, acute settings, and secure environments, including prisons. We are one of the largest mental health and community Trusts in the East Midlands and one of Nottinghamshire's biggest employers. We also host national and regional services, such as the National High Secure Deaf Service and the Nottingham Centre for Transgender Health. We offer a variety of employee-led staff networks, including Equality, Diversity, and Inclusion (EDI) groups, the Green Champions network, the Freedom to Speak Up network, the Health and Wellbeing Champions network, and the Menopause Champions network. These networks play a vital role in supporting our diverse workforce and promoting a culture of inclusivity. The health and wellbeing of our colleagues is a top priority. We invest significantly in this through our in-house occupational health and staff counselling services, supported by a dedicated Health and Wellbeing team. The Trust is committed to reducing its carbon emissions, with a specialised Energy and Environmental team working to ensure compliance with environmental legislation, enhance our environmental performance, and achieve our net-zero commitment Job responsibilities To ensure the preparation of accurate and timely financial reports for Care Group/Corporate Group. To produce monthly summary data on actuals/forecast with appropriate narrative for inclusion in the Trust Board reports. To review, interpret and present accounts and reports, ensuring that work meets best practice standards and is used appropriately to support proposals and recommendations for decision-making. Provide guidance and support to budget holders to enable effective budgetary control. Identify and discuss with managers and clinicians areas where savings and efficiencies can be made to enable more effective use of the Trusts resources. Analyse detailed and complex financial statements and forecasts and create reports and presentations that make them readily understandable to non-financial managers. Manage the financial plan setting and cost improvement identification process within the Care Group/Corporate areas in accordance with Executive Leadership Team agreed timetables. To be solely responsible for agreeing virements to enable the production of a balanced budget. Work alongside the Deputy Director of Finance in the production of the Trusts annual financial plans, by providing summaries of relevant financial information. Responsible for the Care Group/Corporate area financial forecast. Indirectly contribute to the completion of annual accounts. Staff and Leadership Direct, lead and motivate the Care Group/Corporate finance team. Recruit and train new members of staff where appropriate including team induction. Appraise directly line managed staff through the PAD process to identify their training and development needs, and performance manage the team in order to maximise their potential and the contribution they make to the organisation. To oversee sickness and absence management of the finance team. Responsible for ensuring all budget holders in the designated directorates fully understand the financial information presented to them, identifying and implementing any training needs as necessary. Contribute to development and delivery of Trust wide training to non-financial staff as required Demonstrate continuing professional development, through development of knowledge, skills and keeping up to date with professional practice. Work with external Stakeholders Represent the Trust providing support to develop system plans with colleagues across the ICS. Business Partnering Support the relevant managers across Care Group/Corporate to fulfil their statutory duties including the proprietary responsibility and stewardship of public funds. Support the Trust in achieving its planned financial outturn. Contribute to current departmental issues which may change over time Ability to present complex financial reports to groups of senior managers and Executive Directors Service & Policy Development Lead on ensuring the development of the Trust costing strategy incorporating the NHS England costing roadmap and ensuring our patient level costing system is adequate to provide requirements of the roadmap Manage the production of costing information in the Trust including the implementation and development of costing systems that will support the production of statutory reference costs and specialty cost returns, and service line reporting. Utilise financial expertise and in depth specialist knowledge of business, legislative and NHS environment to assist General Managers in developing proposals and production of Care Group/Corporate plans in line with the Trust Strategy. Direct the implementation and monitoring of compliance with Trust financial policy within Care Group/Corporate areas, so ensuring that best practice is disseminated and Directorate policy is consistent with Trust strategy. To interpret the impact of Organisational Policy as it affects individual Care Units/Corporate areas and prepare them for such impact. Ensure as far as possible budget holders adhere to Trust financial policy. Efficiency Programme Finance lead supporting the overall Trust efficiency programme. Assistance across the organization with development and monitoring of cost improvement plans for services, providing financial support and challenges where appropriate. Training Lead on finance staff development needs and ensure all finance staff receive mandatory training in a timely manner. Lead on the Finance training offer working with Learning & Development. Finance Skills Development for the Trust, contributing to decisions on appropriate courses set by FSD, and ensure information on courses is made available to relevant staff. General Authorised signatory in line with Scheme of delegation. Responsible for ensuring Health and Safety policies are implemented and adhered to within Care Group/Corporate finance team. Please note applicants will be required to pay for their DBS check. Costs are deducted from salary following appointment. The cost of the DBS application is £26.40 (standard) or £54.40 (enhanced), this cost will be deducted from your salary over the first 2 months of employment. You are encouraged to enrol for the DBS Update Service. An annual fee of £16 per year applies. Person Specification Qualifications Possess a Professional accounting qualification (CCAB or equivalent) Educated to degree level or equivalent Further Training Demonstrate evidence of continuing professional development Work Experience A minimum of 2 years post CCAB or equivalent experience. Knowledge of NHS finance and business planning regimes. . click apply for full job details
Senior AI Software Engineer (all genders) United Kingdom About us Lucanet is the CFO Solution Platform built for modern finance leaders to automate consolidation and financial planning, extended planning and analysis, disclosure management, ESG reporting, lease accounting, tax compliance and reporting, as well as banking and cash management. More than 5,500 companies around the world rely on our easy-to-use and out-of-the-box SaaS platform to help them lead with ease. We are a team of game changers with 850+ people worldwide. Our culture of kindness and integrity encourages you to bring your whole self to work. We collaborate to create better software solutions and grow a better company. Lucanet is more than a place to work; we are a champion for continuous improvement, pushing boundaries, impacting industries, and growing careers. As our teams at Lucanet continue to expand, we are seeking talented engineers to join our ranks and contribute to our ongoing transformation into a cloud-native , GenAI fueled SaaS platform. Our team in Romania is playing a crucial role in driving the evolution of CFO Solution Platform, propelling us forward as a market leader. These hires will augment our existing Software Engineering teams to support the development of our AI capabilities. As an Principal / Senior AI Software Engineer, you will utilise your technical knowledge to build our AI Core foundation into our cloud-native SaaS platform. This role is ideal for innovative developers eager to design, implement and integrate into Lucanet ecosystem scalable AI solutions, focusing on APIs, RAG architectures, and agentic frameworks. It's an exciting opportunity to shape the future of our platform, to work in an agile environment, with the latest technologies including AI based coding assistants and bring your ideas to life. What you'll do Design and implement scalable AI/ML solutions, focusing on APIs, RAG architectures, and agentic frameworks Work closely with cross-functional teams, product managers to understand business requirements and translate them into technical specifications Test and deploy software solutions that meet business needs Participate in code reviews to ensure code quality and consistency Becoming well recognized as an internal AI expert, driving key AI initiatives from concept to deployment supporting the transformation into an AI first company Mentor team members What you bring to the table Strong coding skills in any OOP languages (backend development) Proficient in Python programming with experience in AI/ML libraries such as LangChain, PydanticAI, NumPy Expertise in Large Language Models (LLMs) including fine-tuning, prompt engineering, and working daily with models like GPT, Claude, Gemini Hands-on experience with vector databases (e.g., OpenSearch, FAISS) for efficient similarity search and semantic search & retrieval of text embeddings Skilled in implementing conversational AI systems leveraging APIs like OpenAI Chat Completion and Assistant endpoints AWS, Terraform, GitHub Actions (CI/CD), Monitoring Tools, Scripting and Automation languages Experience with agentic architectures, designing autonomous systems that combine multiple AI components to perform complex tasks (would be a great plus) Understanding of Model-Context-Protocol (MCP) and how to build AI agents that can leverage MCP servers (would be a great plus) Knowledge of Retrieval-Augmented Generation (RAG) techniques to enhance model responses by integrating external knowledge bases during inference (would be a great plus) Perks at work LucaFlex - We acknowledge that every individual has different working styles and preferences. Our flexible working model allows you to plan your working hours and location according to your needs and professional responsibilities. Work from Abroad - Sometimes a change of scenery can boost creativity and productivity, you can work up to 90 workdays outside your home country with the support from our partner Workflex Team Spirit - We value teamwork and celebrate our achievements. That's why we take many opportunities to get together, learn together, and cherish our successes together. Learning & Development - We encourage you to shape your own development with the support of dedicated time, resources, and budget provided by us. LucaNet Engage - Our feedback process is designed to support your personal and professional development in a targeted manner through regular dialogue. LucaNet Do Good - As a company we want to give back and support you in taking the time to do some good, individually or as a team, with paid volunteer time. Health & Wellbeing - Your overall wellbeing is important to us, which is why we offer tailored health and wellbeing programs, including company-wide initiatives, subsidies for sports activities, mental health support, and counseling through our external partners. Generous leave policy - We encourage you to take time off to relax, travel, and recharge. Powered by uniqueness Everybody's different here and we like it that way. At Lucanet, we embrace the unique qualities of every person. We are dedicated to creating an inclusive workplace where all employees can thrive and feel valued. Regardless of your gender identity, sexual orientation, personal expression, racial identity, ethnicity, religious belief, or disability statuses, you are welcome at Lucanet just as you are. Our recruitment process is solely based on qualifications, merit, and organizational needs, ensuring fairness and equal opportunities for all candidates. We recognize that every person brings a unique blend of skills and experiences. If you believe you will excel in this role, we want to hear from you - even if you do not check every box on the list. We only want to know why you are great for this role, so please avoid including your picture, age, and marital status in your CV. Please follow the provided link to understand how we comply with GDPR requirements and what measures we take to ensure your data is safe. Data protection Lucanet Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Annual Salary Expectations Select Have you worked with Large Language Models (e.g., GPT, Claude, Gemini)? Can you briefly describe your hands-on experience with Python and AI/ML libraries such as LangChain, NumPy, or PydanticAI? We're particularly interested in how you've applied these tools in real-world projects Have you designed or worked with agentic AI systems (e.g., using MCP or autonomous agents)? By checking this box, I agree to allow Lucanet Group to retain my data for future opportunities for employment for up to 180 days after the conclusion of consideration of my current application for employment.
Jul 02, 2025
Full time
Senior AI Software Engineer (all genders) United Kingdom About us Lucanet is the CFO Solution Platform built for modern finance leaders to automate consolidation and financial planning, extended planning and analysis, disclosure management, ESG reporting, lease accounting, tax compliance and reporting, as well as banking and cash management. More than 5,500 companies around the world rely on our easy-to-use and out-of-the-box SaaS platform to help them lead with ease. We are a team of game changers with 850+ people worldwide. Our culture of kindness and integrity encourages you to bring your whole self to work. We collaborate to create better software solutions and grow a better company. Lucanet is more than a place to work; we are a champion for continuous improvement, pushing boundaries, impacting industries, and growing careers. As our teams at Lucanet continue to expand, we are seeking talented engineers to join our ranks and contribute to our ongoing transformation into a cloud-native , GenAI fueled SaaS platform. Our team in Romania is playing a crucial role in driving the evolution of CFO Solution Platform, propelling us forward as a market leader. These hires will augment our existing Software Engineering teams to support the development of our AI capabilities. As an Principal / Senior AI Software Engineer, you will utilise your technical knowledge to build our AI Core foundation into our cloud-native SaaS platform. This role is ideal for innovative developers eager to design, implement and integrate into Lucanet ecosystem scalable AI solutions, focusing on APIs, RAG architectures, and agentic frameworks. It's an exciting opportunity to shape the future of our platform, to work in an agile environment, with the latest technologies including AI based coding assistants and bring your ideas to life. What you'll do Design and implement scalable AI/ML solutions, focusing on APIs, RAG architectures, and agentic frameworks Work closely with cross-functional teams, product managers to understand business requirements and translate them into technical specifications Test and deploy software solutions that meet business needs Participate in code reviews to ensure code quality and consistency Becoming well recognized as an internal AI expert, driving key AI initiatives from concept to deployment supporting the transformation into an AI first company Mentor team members What you bring to the table Strong coding skills in any OOP languages (backend development) Proficient in Python programming with experience in AI/ML libraries such as LangChain, PydanticAI, NumPy Expertise in Large Language Models (LLMs) including fine-tuning, prompt engineering, and working daily with models like GPT, Claude, Gemini Hands-on experience with vector databases (e.g., OpenSearch, FAISS) for efficient similarity search and semantic search & retrieval of text embeddings Skilled in implementing conversational AI systems leveraging APIs like OpenAI Chat Completion and Assistant endpoints AWS, Terraform, GitHub Actions (CI/CD), Monitoring Tools, Scripting and Automation languages Experience with agentic architectures, designing autonomous systems that combine multiple AI components to perform complex tasks (would be a great plus) Understanding of Model-Context-Protocol (MCP) and how to build AI agents that can leverage MCP servers (would be a great plus) Knowledge of Retrieval-Augmented Generation (RAG) techniques to enhance model responses by integrating external knowledge bases during inference (would be a great plus) Perks at work LucaFlex - We acknowledge that every individual has different working styles and preferences. Our flexible working model allows you to plan your working hours and location according to your needs and professional responsibilities. Work from Abroad - Sometimes a change of scenery can boost creativity and productivity, you can work up to 90 workdays outside your home country with the support from our partner Workflex Team Spirit - We value teamwork and celebrate our achievements. That's why we take many opportunities to get together, learn together, and cherish our successes together. Learning & Development - We encourage you to shape your own development with the support of dedicated time, resources, and budget provided by us. LucaNet Engage - Our feedback process is designed to support your personal and professional development in a targeted manner through regular dialogue. LucaNet Do Good - As a company we want to give back and support you in taking the time to do some good, individually or as a team, with paid volunteer time. Health & Wellbeing - Your overall wellbeing is important to us, which is why we offer tailored health and wellbeing programs, including company-wide initiatives, subsidies for sports activities, mental health support, and counseling through our external partners. Generous leave policy - We encourage you to take time off to relax, travel, and recharge. Powered by uniqueness Everybody's different here and we like it that way. At Lucanet, we embrace the unique qualities of every person. We are dedicated to creating an inclusive workplace where all employees can thrive and feel valued. Regardless of your gender identity, sexual orientation, personal expression, racial identity, ethnicity, religious belief, or disability statuses, you are welcome at Lucanet just as you are. Our recruitment process is solely based on qualifications, merit, and organizational needs, ensuring fairness and equal opportunities for all candidates. We recognize that every person brings a unique blend of skills and experiences. If you believe you will excel in this role, we want to hear from you - even if you do not check every box on the list. We only want to know why you are great for this role, so please avoid including your picture, age, and marital status in your CV. Please follow the provided link to understand how we comply with GDPR requirements and what measures we take to ensure your data is safe. Data protection Lucanet Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Annual Salary Expectations Select Have you worked with Large Language Models (e.g., GPT, Claude, Gemini)? Can you briefly describe your hands-on experience with Python and AI/ML libraries such as LangChain, NumPy, or PydanticAI? We're particularly interested in how you've applied these tools in real-world projects Have you designed or worked with agentic AI systems (e.g., using MCP or autonomous agents)? By checking this box, I agree to allow Lucanet Group to retain my data for future opportunities for employment for up to 180 days after the conclusion of consideration of my current application for employment.
We are Hiring for an Business Development Manager _ Corporate Services department (Wholesale Banking) role for a Bank Based in London. This is a Immediate position to start. This role is for diverse exposure to UK banking with at least 5 years' experience in running sales/ marketing teams within Retail or Wholesale Banking. Key Responsibilty- Establish new relationships with clients and deepen relationships with the existing clients for optimum income generation involving onboarding of new customers and customer growth. Onboarding customers for trade finance products and treasury related products. Review the strategies for business development including new product launches. Attend events where necessary to promote Bank. Stakeholder management - for example credit, operations, compliance, wholesale banking, products & marketing, internal audit Conduct meetings with existing and prospective clients in order to enhance outreach of the Branch. Coordinate with other departments to improve the delivery channels to suit clients' requirements. Submit weekly Activity Report. Attend to any other tasks that may be entrusted by the Deputy Manager/ Manager/ Head of the department. Monitor and maintain database of all prospective and existing relationships of Corporate. Onboarding of new corporate clients as per current AML guidelines. Skills Required - ACHIEVING EXCELLENCE - Striving to be the best; continually delivering, measuring, and improving excellence for customers and stakeholders. INFLUENCING - Using persuasion and building relationships to win support for the benefit of the business. INSPIRING - Building confidence; directing, guiding and inspiring others to achieve success for the business. COMMUNICATING - Communicating clearly and concisely, tailoring content and style and promoting free-flowing communication. BUILDING UNDERSTANDING and TRUST - Striving to understand our customers, our colleagues and other key stakeholders; valuing openness and building trust. DEVELOPING PEOPLE - Developing ourselves; providing feedback, coaching and development opportunities for others and sharing learning. COLLABORATING for SUCCESS - Working successfully with others; valuing and utilising the different skills and expertise of colleagues from across the organisation; building interdependence to achieve shared goals. GATHERING INFORMATION - Continually seeking relevant information and making information widely available. UNDERSTANDING ISSUE S - Using current information as the basis for thinking about issues and problems; employing a range of techniques to deepen understanding. FINDING SOLUTIONS - Identifying alternatives, options and different ways of looking at issues and problems; formulating alternative scenarios. A diverse exposure to UK banking with at least 5 years' experience in running sales/ marketing teams within Retail or Wholesale Banking. Demonstrates the traits of an Inspirational leader. Is able to drive KPIs via strategic planning and sales & service management and has a track record ofexceeding targets at both individual and team level. Extensive business development and relationship management knowledge. Experienced with practical knowledge of relevant UK products, procedures & legislation. Experienced presenter - with both internal & external audiences at all levels. Key stakeholder manager - at all levels both internally & externally. Understanding of UK compliance legislation such as related to AML & TCF with experience of practical application. A can do attitude and a willingness to drive changes in attitudes & working practices. Substantial on the job experience of UK Retail/ Wholesale Banking. Enhanced banking sales, marketing & relationship management experience from a UK banking background
Jul 02, 2025
Full time
We are Hiring for an Business Development Manager _ Corporate Services department (Wholesale Banking) role for a Bank Based in London. This is a Immediate position to start. This role is for diverse exposure to UK banking with at least 5 years' experience in running sales/ marketing teams within Retail or Wholesale Banking. Key Responsibilty- Establish new relationships with clients and deepen relationships with the existing clients for optimum income generation involving onboarding of new customers and customer growth. Onboarding customers for trade finance products and treasury related products. Review the strategies for business development including new product launches. Attend events where necessary to promote Bank. Stakeholder management - for example credit, operations, compliance, wholesale banking, products & marketing, internal audit Conduct meetings with existing and prospective clients in order to enhance outreach of the Branch. Coordinate with other departments to improve the delivery channels to suit clients' requirements. Submit weekly Activity Report. Attend to any other tasks that may be entrusted by the Deputy Manager/ Manager/ Head of the department. Monitor and maintain database of all prospective and existing relationships of Corporate. Onboarding of new corporate clients as per current AML guidelines. Skills Required - ACHIEVING EXCELLENCE - Striving to be the best; continually delivering, measuring, and improving excellence for customers and stakeholders. INFLUENCING - Using persuasion and building relationships to win support for the benefit of the business. INSPIRING - Building confidence; directing, guiding and inspiring others to achieve success for the business. COMMUNICATING - Communicating clearly and concisely, tailoring content and style and promoting free-flowing communication. BUILDING UNDERSTANDING and TRUST - Striving to understand our customers, our colleagues and other key stakeholders; valuing openness and building trust. DEVELOPING PEOPLE - Developing ourselves; providing feedback, coaching and development opportunities for others and sharing learning. COLLABORATING for SUCCESS - Working successfully with others; valuing and utilising the different skills and expertise of colleagues from across the organisation; building interdependence to achieve shared goals. GATHERING INFORMATION - Continually seeking relevant information and making information widely available. UNDERSTANDING ISSUE S - Using current information as the basis for thinking about issues and problems; employing a range of techniques to deepen understanding. FINDING SOLUTIONS - Identifying alternatives, options and different ways of looking at issues and problems; formulating alternative scenarios. A diverse exposure to UK banking with at least 5 years' experience in running sales/ marketing teams within Retail or Wholesale Banking. Demonstrates the traits of an Inspirational leader. Is able to drive KPIs via strategic planning and sales & service management and has a track record ofexceeding targets at both individual and team level. Extensive business development and relationship management knowledge. Experienced with practical knowledge of relevant UK products, procedures & legislation. Experienced presenter - with both internal & external audiences at all levels. Key stakeholder manager - at all levels both internally & externally. Understanding of UK compliance legislation such as related to AML & TCF with experience of practical application. A can do attitude and a willingness to drive changes in attitudes & working practices. Substantial on the job experience of UK Retail/ Wholesale Banking. Enhanced banking sales, marketing & relationship management experience from a UK banking background
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients. You'll be someone with: Subject matter expert level knowledge of the FCA's CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms. Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Use your strong leadership skills with the ability to manage, coach and motivate a team Excellent communication and interpersonal skills A proven track record of building and maintaining client relationships, winning and delivering work in the market place Controls experience Collaborate with other departments to provide seamless service to clients Project Management experience. ACA /ACCA/ ICAS qualified or overseas equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 02, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients. You'll be someone with: Subject matter expert level knowledge of the FCA's CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms. Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Use your strong leadership skills with the ability to manage, coach and motivate a team Excellent communication and interpersonal skills A proven track record of building and maintaining client relationships, winning and delivering work in the market place Controls experience Collaborate with other departments to provide seamless service to clients Project Management experience. ACA /ACCA/ ICAS qualified or overseas equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients. You'll be someone with: Subject matter expert level knowledge of the FCA's CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms. Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Use your strong leadership skills with the ability to manage, coach and motivate a team Excellent communication and interpersonal skills A proven track record of building and maintaining client relationships, winning and delivering work in the market place Controls experience Collaborate with other departments to provide seamless service to clients Project Management experience. ACA /ACCA/ ICAS qualified or overseas equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 02, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients. You'll be someone with: Subject matter expert level knowledge of the FCA's CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms. Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Use your strong leadership skills with the ability to manage, coach and motivate a team Excellent communication and interpersonal skills A proven track record of building and maintaining client relationships, winning and delivering work in the market place Controls experience Collaborate with other departments to provide seamless service to clients Project Management experience. ACA /ACCA/ ICAS qualified or overseas equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Motor Finance Team as our Business Manager where you will work closely with the Motor leadership team to deliver effective executive governance and take ownership of strategic analysis and reviews to address emerging risks, issues and business priorities on behalf of the Executive Committee. Our ideal team member will have previous experience in team leadership, being able to support and shape performance through measurement including the production, analysis, and presentation of key measures across the five key pillars of Colleague, Customer, Partner, Commercial and Brand. RESPONSIBILITIES Define, maintain, and lead regular reviews of governance standards for the Motor Finance Executive Committee (ExCo) i.e. terms of references, standing agendas, supporting templates Coordination of the Motor Finance ExCo ensuring papers are produced and circulated in a timely manner. Support the preparation and production of strategy reviews and other materials / collateral required for Motor ExCo meetings Deliver quality assurance over ExCo collateral, critically evaluating content and constructively challenging stakeholders when required In partnership with the Change function, own the organisational approach to business planning which enables the overall prioritisation of run and change activities in line with agreed strategic objectives Drive the day-to-day execution of the business planning process which includes the co-ordination of the Planning Forum, assisting in the production of supporting collateral and enabling effective decision making Ensure business critical activities remain on track and risk and issues are identified early and drive remediation actions Lead ad-hoc initiatives and perform strategic reviews, analysis and research activities as required Drive the regular review and iteration of top-level measurements and business metrics via Motor ExCo and other appropriate forums. Work in partnership with Premium Finance to identify potential economies of scale Identify opportunities, including use of new platforms, to leverage data and insight to manage, control and improve business performance and outcomes. Support the delivery of the core annual activities including the budgeting process and capital investment proposals Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/CAN: Excellent stakeholder management skills including demonstrable experience of successfully mediating contention / conflict and effectively facilitating difficult business prioritisation A good commercial acumen with a broad knowledge of the entire business value chain and drivers of cost / value Extensive experience leading direct and indirect teams in a matrixed structure A self-motivated, enthusiastic leader with both grit and gravitas that both influences and garners consensus Demonstrable experience in leadership, communication, influencing, planning and organising Experience working in a demanding, fast paced environment within financial services The ability to prioritise own work and develop concise, executable plans which align clearly with business directives; can drive initiatives autonomously. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE: Experienced in development of performance measurement / indicator systems and frameworks (e.g. balanced scorecards, measurement hierarchies) Experienced in business strategy definition and elaboration We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Jul 02, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Motor Finance Team as our Business Manager where you will work closely with the Motor leadership team to deliver effective executive governance and take ownership of strategic analysis and reviews to address emerging risks, issues and business priorities on behalf of the Executive Committee. Our ideal team member will have previous experience in team leadership, being able to support and shape performance through measurement including the production, analysis, and presentation of key measures across the five key pillars of Colleague, Customer, Partner, Commercial and Brand. RESPONSIBILITIES Define, maintain, and lead regular reviews of governance standards for the Motor Finance Executive Committee (ExCo) i.e. terms of references, standing agendas, supporting templates Coordination of the Motor Finance ExCo ensuring papers are produced and circulated in a timely manner. Support the preparation and production of strategy reviews and other materials / collateral required for Motor ExCo meetings Deliver quality assurance over ExCo collateral, critically evaluating content and constructively challenging stakeholders when required In partnership with the Change function, own the organisational approach to business planning which enables the overall prioritisation of run and change activities in line with agreed strategic objectives Drive the day-to-day execution of the business planning process which includes the co-ordination of the Planning Forum, assisting in the production of supporting collateral and enabling effective decision making Ensure business critical activities remain on track and risk and issues are identified early and drive remediation actions Lead ad-hoc initiatives and perform strategic reviews, analysis and research activities as required Drive the regular review and iteration of top-level measurements and business metrics via Motor ExCo and other appropriate forums. Work in partnership with Premium Finance to identify potential economies of scale Identify opportunities, including use of new platforms, to leverage data and insight to manage, control and improve business performance and outcomes. Support the delivery of the core annual activities including the budgeting process and capital investment proposals Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/CAN: Excellent stakeholder management skills including demonstrable experience of successfully mediating contention / conflict and effectively facilitating difficult business prioritisation A good commercial acumen with a broad knowledge of the entire business value chain and drivers of cost / value Extensive experience leading direct and indirect teams in a matrixed structure A self-motivated, enthusiastic leader with both grit and gravitas that both influences and garners consensus Demonstrable experience in leadership, communication, influencing, planning and organising Experience working in a demanding, fast paced environment within financial services The ability to prioritise own work and develop concise, executable plans which align clearly with business directives; can drive initiatives autonomously. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE: Experienced in development of performance measurement / indicator systems and frameworks (e.g. balanced scorecards, measurement hierarchies) Experienced in business strategy definition and elaboration We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients. You'll be someone with: Subject matter expert level knowledge of the FCA's CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms. Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Use your strong leadership skills with the ability to manage, coach and motivate a team Excellent communication and interpersonal skills A proven track record of building and maintaining client relationships, winning and delivering work in the market place Controls experience Collaborate with other departments to provide seamless service to clients Project Management experience. ACA /ACCA/ ICAS qualified or overseas equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 02, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it's our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you'll make a real and tangible difference - and play a critical part in accelerating our growth journey. If you're searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed. You'll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO's Partners. You'll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients. You'll be someone with: Subject matter expert level knowledge of the FCA's CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms. Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance. Use your strong leadership skills with the ability to manage, coach and motivate a team Excellent communication and interpersonal skills A proven track record of building and maintaining client relationships, winning and delivering work in the market place Controls experience Collaborate with other departments to provide seamless service to clients Project Management experience. ACA /ACCA/ ICAS qualified or overseas equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to our business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Information regarding Neuberger Berman's privacy policy is available under Important Links on . Investment Communications Analyst - Private Markets page is loaded Investment Communications Analyst - Private Markets Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id R Opportunity Overview: The Investment Communications Team (ICT) serves as the primary contact for investment teams, offering comprehensive support for their marketing materials and communication needs. ICT members use their specialised platform knowledge to deliver high-quality marketing materials and enhance global reach. The team acts as a central hub, partnering with various stakeholders such as portfolio managers, product specialists, compliance, channel marketing, client coverage, and client reporting & analytics teams to deliver a diverse set of high-quality, compelling materials that accurately represent our investment teams, products, and the firm. In this entry-level position, we are looking for an analyst to join our London office. The individual will help us expand the distribution of products across Europe by assisting in updating marketing materials in English, translating these materials into various languages, and ensuring these translated materials meet the necessary local compliance requirements. At the onset, the candidate will work closely with Private Equity stakeholders and assist in developing efficient translation processes for timely reporting. In this role, you will have the opportunity to develop your Private Markets knowledge acting as the primary point of contact for the translation and distribution of private equity marketing materials across Europe. You will be accountable for the translated content and prompt update of a diverse set of marketing materials including presentations, commentaries, flyers, profiles, brochures, factsheets, and website product pages. Additionally, you will collaborate with specialists to communicate market events and changes related to your products to our client coverage teams through videos and client emails. Responsibilities: Enhancing the distribution of our Private Markets marketing materials to new European jurisdictions. Assist in maintaining the marketing materials in English on Neuberger's marketing materials portal, Seismic. Provide timely translated marketing materials to our local sales teams through a streamlined process, leveraging translation tools. Manage internal stakeholders ensuring a solid feedback loop on our content. Coordinate compliance review of materials for sales use across multiple jurisdictions. Manage a high volume of marketing materials, showing flexibility in prioritising and updating as needed. Communicate changes to relevant salespersons and other relevant stakeholders. Assist in the creation of compelling standard marketing materials for existing strategies fitting for the target audience. Understand the financial data and narratives within marketing materials. Ensure content alignment between all related marketing materials. Cultivate and manage valuable relationships with internal stakeholders. E.g.: investment teams, client reporting, compliance, marketing, and client coverage. Coordinate content updates with ICT members across different time zones. Develop a deep understanding of the firm's product offerings and investment capabilities across multiple regions. Qualifications & Experience: 2:1 or above university degree with financial background (e.g.: business, economics, finance, marketing). 2+ years of financial services industry experience. Experience in an Investment Communications, Client Reporting, or RFP role at an asset management firm preferred. Private equity or private credit asset classes experience a plus. Expertise in Microsoft Office required, particularly in PowerPoint, Excel, and Word. Knowledge of how to integrate GPT models and artificial intelligence into your work is highly advantageous. Proficiency in languages such as French, Italian, Spanish, German, Dutch, Finnish, or Swedish is an advantage. Seismic knowledge preferred. Workfront and/or knowledge a plus. Personal Attributes: Excellent time-management, planning, and organisational skills. Proactive individual capable of working independently and collaboratively. A high degree of precision and meticulous attention to detail. Strong written and verbal communication skills. Process-oriented. Interested in continuous learning (e.g., IMC, CAIA, CFA Charterholder). Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice . Similar Jobs (5) Private Markets Sustainable Investing Regulatory Analyst locations London time type Full time posted on Posted 30+ Days Ago Private Markets Product Management Associate locations London time type Full time posted on Posted 9 Days Ago Private Equity Analyst locations London time type Full time posted on Posted 9 Days Ago Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
Jul 02, 2025
Full time
Information regarding Neuberger Berman's privacy policy is available under Important Links on . Investment Communications Analyst - Private Markets page is loaded Investment Communications Analyst - Private Markets Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id R Opportunity Overview: The Investment Communications Team (ICT) serves as the primary contact for investment teams, offering comprehensive support for their marketing materials and communication needs. ICT members use their specialised platform knowledge to deliver high-quality marketing materials and enhance global reach. The team acts as a central hub, partnering with various stakeholders such as portfolio managers, product specialists, compliance, channel marketing, client coverage, and client reporting & analytics teams to deliver a diverse set of high-quality, compelling materials that accurately represent our investment teams, products, and the firm. In this entry-level position, we are looking for an analyst to join our London office. The individual will help us expand the distribution of products across Europe by assisting in updating marketing materials in English, translating these materials into various languages, and ensuring these translated materials meet the necessary local compliance requirements. At the onset, the candidate will work closely with Private Equity stakeholders and assist in developing efficient translation processes for timely reporting. In this role, you will have the opportunity to develop your Private Markets knowledge acting as the primary point of contact for the translation and distribution of private equity marketing materials across Europe. You will be accountable for the translated content and prompt update of a diverse set of marketing materials including presentations, commentaries, flyers, profiles, brochures, factsheets, and website product pages. Additionally, you will collaborate with specialists to communicate market events and changes related to your products to our client coverage teams through videos and client emails. Responsibilities: Enhancing the distribution of our Private Markets marketing materials to new European jurisdictions. Assist in maintaining the marketing materials in English on Neuberger's marketing materials portal, Seismic. Provide timely translated marketing materials to our local sales teams through a streamlined process, leveraging translation tools. Manage internal stakeholders ensuring a solid feedback loop on our content. Coordinate compliance review of materials for sales use across multiple jurisdictions. Manage a high volume of marketing materials, showing flexibility in prioritising and updating as needed. Communicate changes to relevant salespersons and other relevant stakeholders. Assist in the creation of compelling standard marketing materials for existing strategies fitting for the target audience. Understand the financial data and narratives within marketing materials. Ensure content alignment between all related marketing materials. Cultivate and manage valuable relationships with internal stakeholders. E.g.: investment teams, client reporting, compliance, marketing, and client coverage. Coordinate content updates with ICT members across different time zones. Develop a deep understanding of the firm's product offerings and investment capabilities across multiple regions. Qualifications & Experience: 2:1 or above university degree with financial background (e.g.: business, economics, finance, marketing). 2+ years of financial services industry experience. Experience in an Investment Communications, Client Reporting, or RFP role at an asset management firm preferred. Private equity or private credit asset classes experience a plus. Expertise in Microsoft Office required, particularly in PowerPoint, Excel, and Word. Knowledge of how to integrate GPT models and artificial intelligence into your work is highly advantageous. Proficiency in languages such as French, Italian, Spanish, German, Dutch, Finnish, or Swedish is an advantage. Seismic knowledge preferred. Workfront and/or knowledge a plus. Personal Attributes: Excellent time-management, planning, and organisational skills. Proactive individual capable of working independently and collaboratively. A high degree of precision and meticulous attention to detail. Strong written and verbal communication skills. Process-oriented. Interested in continuous learning (e.g., IMC, CAIA, CFA Charterholder). Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice . Similar Jobs (5) Private Markets Sustainable Investing Regulatory Analyst locations London time type Full time posted on Posted 30+ Days Ago Private Markets Product Management Associate locations London time type Full time posted on Posted 9 Days Ago Private Equity Analyst locations London time type Full time posted on Posted 9 Days Ago Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
