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Deloitte LLP
Director, M&A Tax - Private Equity, Financial Investors
Deloitte LLP City, London
Basic information Location London Business Line Job Type Permanent / FTC Date published 16-Oct-2025 21058 Connect to your Industry Our Financial Investors business comprises a dedicated team of 650 professionals, renowned for their agility and deep understanding of the needs of our financial investor clients and the dynamic markets in which they operate and invest. Structured around our four key pillars - Private Equity, Real Assets, Corporate Transactions, and Investment Management & Reporting - we provide a broad range of tax services to our clients that include fund structuring and advisory, M&A, investment lifecycle advisory and provision of local and global compliance and reporting obligations. We are market leading and have deep industry knowledge. Our Private Equity team advises PE funds on tax matters across asset classes and at every stage of the deal lifecycle. The team focuses on buyout deals in both mid and large markets, predominantly working on structuring, funds flow and due diligence. We also cover Real Estate and Infra transactions undertaken by Private Equity funds. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, wherever we are in the world, welead the way,serve with integrity,take care of each other,foster inclusion, andcollaborate for measurable impact.These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity Our Directors take the lead on delivering key parts of our client services. As a Director you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own and manage key elements of a client relationship and will be expected to proactively identify innovative solutions for your clients and pursue new business development opportunities by utilising your networks and market knowledge. Our Directors are people managers or act as coaches and role models to the more junior members of their team. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Responsibilities Advising UK and international clients on transaction tax and wider commercial M&A Issues managing a portfolio of high profile projects; Due diligence in respect of mergers and acquisitions; To have a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; have a clear understanding of the firm's commitment to creating a more inclusive culture. Connect to your skills and professional experience ACA/CTA or equivalent qualification or experience; Exposure to international clients; Prior M&A experience gained in a professional services firm is preferred ; Excellent communication and project management skills; The ability to analyse information, identify issues and prioritise them. Connect to your business - Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious." -Oliver, Tax Our hybrid working policy You'll be based in London (with occasional domestic and international travel) with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose driven culture at deloitte.co.uk/careers
Dec 13, 2025
Full time
Basic information Location London Business Line Job Type Permanent / FTC Date published 16-Oct-2025 21058 Connect to your Industry Our Financial Investors business comprises a dedicated team of 650 professionals, renowned for their agility and deep understanding of the needs of our financial investor clients and the dynamic markets in which they operate and invest. Structured around our four key pillars - Private Equity, Real Assets, Corporate Transactions, and Investment Management & Reporting - we provide a broad range of tax services to our clients that include fund structuring and advisory, M&A, investment lifecycle advisory and provision of local and global compliance and reporting obligations. We are market leading and have deep industry knowledge. Our Private Equity team advises PE funds on tax matters across asset classes and at every stage of the deal lifecycle. The team focuses on buyout deals in both mid and large markets, predominantly working on structuring, funds flow and due diligence. We also cover Real Estate and Infra transactions undertaken by Private Equity funds. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, wherever we are in the world, welead the way,serve with integrity,take care of each other,foster inclusion, andcollaborate for measurable impact.These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity Our Directors take the lead on delivering key parts of our client services. As a Director you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients. You will own and manage key elements of a client relationship and will be expected to proactively identify innovative solutions for your clients and pursue new business development opportunities by utilising your networks and market knowledge. Our Directors are people managers or act as coaches and role models to the more junior members of their team. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Responsibilities Advising UK and international clients on transaction tax and wider commercial M&A Issues managing a portfolio of high profile projects; Due diligence in respect of mergers and acquisitions; To have a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; have a clear understanding of the firm's commitment to creating a more inclusive culture. Connect to your skills and professional experience ACA/CTA or equivalent qualification or experience; Exposure to international clients; Prior M&A experience gained in a professional services firm is preferred ; Excellent communication and project management skills; The ability to analyse information, identify issues and prioritise them. Connect to your business - Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious." -Oliver, Tax Our hybrid working policy You'll be based in London (with occasional domestic and international travel) with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose driven culture at deloitte.co.uk/careers
Risk Manager, Insurance Solutions
Macquarie Bank Limited City, London
Asset Management, Compliance & Regulatory, Risk Management Join Macquarie Asset Management's Credit and Insurance Risk team, where we support the Insurance businesses by providing expert risk guidance on transactions, new products and opportunities. Our team implements a robust risk management framework, ensuring internal controls are designed and operate effectively. Based in London, we work closely with a diverse range of stakeholders across the Insurance businesses globally, reinforcing a culture of risk management and continuous improvement. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? As Manager in the Credit and Insurance Risk team, you will support the development and implementation of risk strategy for Macquarie Asset Management's Insurance businesses. You will provide advisory and guidance on risk management frameworks and policy, assist with incident management and operational risk investigations, and prepare risk reporting for Senior Management and Boards. You will contribute to divisional risk assessments, conduct deep dive reviews of internal controls, and prepare risk training materials. Your role will also involve supporting presentations to investors and external stakeholders, working closely with the Global Risk Lead for Insurance and business teams. What you offer At least 5-6 years of relevant experience in developing or executing non financial risk management frameworks, ideally within an alternative investment manager, fixed income manager, or insurance company Proven ability to perform in a fast paced, output focused environment as a well organised self starter with a flexible, can do attitude Experience and exposure to derivatives trading, trading environments, and technology No prior actuarial experience is required; however a good understanding of modelling mechanics will set you apart from other applicants. Comfortable with complexity and new processes, with the ability to think through risks and controls from first principles Strong understanding of business control environments and technology, with prior experience in risk management, operational risk, or internal audit Excellent analytical, lateral thinking and communication skills, with the ability to build strong relationships and confidently present to stakeholders Ability to autonomously lead deep dive risk and control assurance reviews, provide risk advice on projects, and synthesise complex information into key messages We love hearing from anyone inspired to build a better future with us. If you're excited about the role or about working at Macquarie we encourage you to apply. What we offer 1 wellbeing leave day per year and a minimum of 25 days of annual leave. 26 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers. Paid fertility leave for those undergoing or supporting fertility treatment. 2 days of paid volunteer leave and donation matching. Access to a wide range of salary sacrificing options. Benefits and initiatives to support your physical, mental and financial wellbeing, including comprehensive medical and life insurance cover. Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services. Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription. Access to company funded emergency and backup dependent care services. Recognition and service awards. Hybrid and flexible working arrangements, dependent on role. Reimbursement for work from home equipment. Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. Our commitment to diversity, equity and inclusion We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.
Dec 13, 2025
Full time
Asset Management, Compliance & Regulatory, Risk Management Join Macquarie Asset Management's Credit and Insurance Risk team, where we support the Insurance businesses by providing expert risk guidance on transactions, new products and opportunities. Our team implements a robust risk management framework, ensuring internal controls are designed and operate effectively. Based in London, we work closely with a diverse range of stakeholders across the Insurance businesses globally, reinforcing a culture of risk management and continuous improvement. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? As Manager in the Credit and Insurance Risk team, you will support the development and implementation of risk strategy for Macquarie Asset Management's Insurance businesses. You will provide advisory and guidance on risk management frameworks and policy, assist with incident management and operational risk investigations, and prepare risk reporting for Senior Management and Boards. You will contribute to divisional risk assessments, conduct deep dive reviews of internal controls, and prepare risk training materials. Your role will also involve supporting presentations to investors and external stakeholders, working closely with the Global Risk Lead for Insurance and business teams. What you offer At least 5-6 years of relevant experience in developing or executing non financial risk management frameworks, ideally within an alternative investment manager, fixed income manager, or insurance company Proven ability to perform in a fast paced, output focused environment as a well organised self starter with a flexible, can do attitude Experience and exposure to derivatives trading, trading environments, and technology No prior actuarial experience is required; however a good understanding of modelling mechanics will set you apart from other applicants. Comfortable with complexity and new processes, with the ability to think through risks and controls from first principles Strong understanding of business control environments and technology, with prior experience in risk management, operational risk, or internal audit Excellent analytical, lateral thinking and communication skills, with the ability to build strong relationships and confidently present to stakeholders Ability to autonomously lead deep dive risk and control assurance reviews, provide risk advice on projects, and synthesise complex information into key messages We love hearing from anyone inspired to build a better future with us. If you're excited about the role or about working at Macquarie we encourage you to apply. What we offer 1 wellbeing leave day per year and a minimum of 25 days of annual leave. 26 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers. Paid fertility leave for those undergoing or supporting fertility treatment. 2 days of paid volunteer leave and donation matching. Access to a wide range of salary sacrificing options. Benefits and initiatives to support your physical, mental and financial wellbeing, including comprehensive medical and life insurance cover. Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services. Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription. Access to company funded emergency and backup dependent care services. Recognition and service awards. Hybrid and flexible working arrangements, dependent on role. Reimbursement for work from home equipment. Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. Our commitment to diversity, equity and inclusion We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.
Deloitte LLP
Senior Consultant/Manager, Real Estate Stamp Tax, Financial Investors
Deloitte LLP City, London
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial environment we work in, develop your knowledge of Deloitte, our clients, industry and market sectors. The team operates out the firm's Real Estate practice sitting in the wider Financial Investors group. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity This is an exciting opportunity to join a busy and growing Stamp Taxes team. The team of 12 is part of the firm's Real Estate tax practice, which is the strongest in the UK and has a focus on large scale commercial property investment. The team also work across the tax and legal service line, giving exposure to multiple industry sectors and top quality clients, including institutional and other private capital funds, multi-nationals and UK listed companies. Your role will involve: Advising on the full range of transactions in UK securities and land, including UK and non-UK corporate structures, residential and commercial property for a variety of clients The work will be weighted to advisory and analysis, rather than computational work or other compliance Include due diligence and corporate restructuring Assessment and preparation of information to support Stamp Taxes advice and the availability of reliefs, including review of legal documentation and of ownership structures Working with the team on the analysis and interpretation of new legislation and case law Working alongside our wider tax teams at all levels Over time, you will be expected to steward and delegate to the junior team members Connect to your skills and professional experience Previous experience as a Stamp Taxes specialist Previous advisory experience Excellent communication skills with the ability to manage and develop client relationships. To help with our understanding of your skillset and experience, we would like you to upload a Cover Letter alongside your CV Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "The scale and range of projects you get to work on, because of Deloitte's capability across all industries and clients, is why I would recommend a career here." "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting Our hybrid working policy You'll be based in London or Cardiff with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Dec 12, 2025
Full time
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial environment we work in, develop your knowledge of Deloitte, our clients, industry and market sectors. The team operates out the firm's Real Estate practice sitting in the wider Financial Investors group. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values.Whatever we do, whereverwe arein the world, we lead the way,serve with integrity,take care of each other,fosterinclusion, and collaborate for measurable impact .These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost. Connect to your opportunity This is an exciting opportunity to join a busy and growing Stamp Taxes team. The team of 12 is part of the firm's Real Estate tax practice, which is the strongest in the UK and has a focus on large scale commercial property investment. The team also work across the tax and legal service line, giving exposure to multiple industry sectors and top quality clients, including institutional and other private capital funds, multi-nationals and UK listed companies. Your role will involve: Advising on the full range of transactions in UK securities and land, including UK and non-UK corporate structures, residential and commercial property for a variety of clients The work will be weighted to advisory and analysis, rather than computational work or other compliance Include due diligence and corporate restructuring Assessment and preparation of information to support Stamp Taxes advice and the availability of reliefs, including review of legal documentation and of ownership structures Working with the team on the analysis and interpretation of new legislation and case law Working alongside our wider tax teams at all levels Over time, you will be expected to steward and delegate to the junior team members Connect to your skills and professional experience Previous experience as a Stamp Taxes specialist Previous advisory experience Excellent communication skills with the ability to manage and develop client relationships. To help with our understanding of your skillset and experience, we would like you to upload a Cover Letter alongside your CV Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "The scale and range of projects you get to work on, because of Deloitte's capability across all industries and clients, is why I would recommend a career here." "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting Our hybrid working policy You'll be based in London or Cardiff with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
Deloitte LLP
Manager, Transaction Management Office (TMO), Equity Capital Markets, Finance, and Transaction ...
Deloitte LLP Edinburgh, Midlothian
Overview Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte? It's how we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity This is your opportunity to join Deloitte's high growth Transaction Management team that sits within Deloitte's M&A practice. You will work on high profile assignments with some of the best in the field, you will have the opportunity to work on a wide variety of deals including capital market transaction and listed / private M&A, within a highly commercial, client focussed environment. Our Transaction Management team is a group of specialist programme managers who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep equity capital markets and M&A process knowledge who can own discreet workstreams or be deployed across the transaction as a central programme team. The team work alongside client management and other advisers to reduce transaction execution risks and safeguard value. Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including commercial and operational due diligence, sale and purchase agreement negotiation, real estate, treasury, pensions, modelling, fund placement, merger integration, IT and business intelligence. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firm. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. You will primarily focus on providing clients with dedicated programme management support for domestic and international transactions including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the core deal team on projects, assisting senior client stakeholders to manage large and complex transactions from inception through to delivery. This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our clients, so a desire to work in a client facing capacity is essential. Your responsibilities will vary per project and are unique to each transaction, however the key responsibilities below give some insight into what the role will entail. Responsibilities: Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process; Support company transaction leads in establishing and setting up the overall transaction programme and workstream structure; Work with company transaction leads, investment banks and other advisors to support the development of the overall transaction timetable, roadmap and plan, then work closely with workstream leads to support the development and delivery of these workstream plan Support the design and development of programme structure and governance forums; Support stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts); Support stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting; Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc).; Support the co-ordination of company-side diligence, data room, information request and verification activities; Prepare for and help co-ordinate transaction steering committees and working group meetings; Create, draft and support the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution; Perform market research, prepare materials and provide active contribution in business development opportunities with clients and Deloitte's network; Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution; Prepare Deloitte team budget and cost tracking and reporting. Connect to your skills and professional experience Programme management skillset with a track record of delivering projects successfully in a client-facing environment; Keen interest and desire to explore capital market and/or M&A transactions; Previous experience in/ exposure to capital market and/or M&A transactions, ideally from an investment banking or corporate advisory environment, would be strongly beneficial; An understanding of key stages and phases of deal processes; Excellent oral and written communication skills, as well as interpersonal skills; Demonstrable track record of operating with senior internal and external stakeholders; Awareness of listing rules and regulations for key global exchanges (LSE, NYSE etc.); An understanding of key financial and accounting concepts in the context of a capital markets and/or M&A transaction; A positive, proactive and can-do attitude and demonstrable commitment to excellence; Exceptional academic background or equivalent experience; Excellent problem solving and analytical skills; Excellent PowerPoint and presentation skills; Strong excel skills - quick and accurate manipulation of data; Strong commercial acumen and market awareness; and Strong client focus - be focussed on high quality service. Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Mergers and Acquisitions We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." Our hybrid working policy You'll be based in Edinburgh, Manchester or Birmingham with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy . click apply for full job details
Dec 12, 2025
Full time
Overview Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte? It's how we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity This is your opportunity to join Deloitte's high growth Transaction Management team that sits within Deloitte's M&A practice. You will work on high profile assignments with some of the best in the field, you will have the opportunity to work on a wide variety of deals including capital market transaction and listed / private M&A, within a highly commercial, client focussed environment. Our Transaction Management team is a group of specialist programme managers who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep equity capital markets and M&A process knowledge who can own discreet workstreams or be deployed across the transaction as a central programme team. The team work alongside client management and other advisers to reduce transaction execution risks and safeguard value. Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including commercial and operational due diligence, sale and purchase agreement negotiation, real estate, treasury, pensions, modelling, fund placement, merger integration, IT and business intelligence. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firm. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. You will primarily focus on providing clients with dedicated programme management support for domestic and international transactions including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the core deal team on projects, assisting senior client stakeholders to manage large and complex transactions from inception through to delivery. This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our clients, so a desire to work in a client facing capacity is essential. Your responsibilities will vary per project and are unique to each transaction, however the key responsibilities below give some insight into what the role will entail. Responsibilities: Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process; Support company transaction leads in establishing and setting up the overall transaction programme and workstream structure; Work with company transaction leads, investment banks and other advisors to support the development of the overall transaction timetable, roadmap and plan, then work closely with workstream leads to support the development and delivery of these workstream plan Support the design and development of programme structure and governance forums; Support stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts); Support stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting; Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc).; Support the co-ordination of company-side diligence, data room, information request and verification activities; Prepare for and help co-ordinate transaction steering committees and working group meetings; Create, draft and support the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution; Perform market research, prepare materials and provide active contribution in business development opportunities with clients and Deloitte's network; Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution; Prepare Deloitte team budget and cost tracking and reporting. Connect to your skills and professional experience Programme management skillset with a track record of delivering projects successfully in a client-facing environment; Keen interest and desire to explore capital market and/or M&A transactions; Previous experience in/ exposure to capital market and/or M&A transactions, ideally from an investment banking or corporate advisory environment, would be strongly beneficial; An understanding of key stages and phases of deal processes; Excellent oral and written communication skills, as well as interpersonal skills; Demonstrable track record of operating with senior internal and external stakeholders; Awareness of listing rules and regulations for key global exchanges (LSE, NYSE etc.); An understanding of key financial and accounting concepts in the context of a capital markets and/or M&A transaction; A positive, proactive and can-do attitude and demonstrable commitment to excellence; Exceptional academic background or equivalent experience; Excellent problem solving and analytical skills; Excellent PowerPoint and presentation skills; Strong excel skills - quick and accurate manipulation of data; Strong commercial acumen and market awareness; and Strong client focus - be focussed on high quality service. Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Mergers and Acquisitions We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." Our hybrid working policy You'll be based in Edinburgh, Manchester or Birmingham with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy . click apply for full job details
Transition Programme Manager
Pension Corporation City, London
Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. A newly created role has arisen within our Origination function at PIC: we are recruiting for a Transition Programme Manager to join our Transitions department, which plays a critical role in the management and delivery of transition projects for clients. This involves delivering efficient project management processes, standards, and governance frameworks to reduce cost, mitigate risks and drive value across the Company. The purpose of this role is to engage and develop strong working relationships with stakeholders at all levels to ensure key internal departments (Operations, Origination, Finance, Finance Actuarial, IT, Longevity Risk Management, Information Management, Legal and Risk) and PIC's third parties (Administration, Legal, Communications, Actuarial) to ensure that transition processes deliver on our commitments to clients and quality into the business. You will partner with our Co-Heads of Transition Management to deliver strong business outcomes relating to systems, processes, and technology improvements and automation as appropriate, which deliver positive outcomes for the Company brand and market reputation as well as for our policyholders on a consistent basis. Responsibilities Programme Leadership: Lead and manage a programme comprising multiple, concurrent client-facing transition projects, ensuring cohesive delivery and oversight. Project Governance: Establish and maintain appropriate project governance, including reporting, documentation, and controls in line with internal standards. Escalation: Act as a primary escalation point for clients, transition managers or third parties, ensuring a professional and responsive service that meets or exceeds expectations. Planning and Scheduling: Oversee detailed programme planning, project scheduling, and resource allocation to ensure timely delivery across all workstreams. Budget Management: Manage the overall programme budget (multi-million-pounds), including individual project cost tracking, forecasting, and reporting. Ensure cost efficiency and accountability. Stakeholder Management: Collaborate with internal stakeholders (Origination, Operations, HR, Finance, etc.) and external partners to align project objectives and deliverables with financial and human resource capacity. Risk and Issue Management: Proactively identify and manage programme risks, issues, and dependencies, ensuring effective resolution or escalation. Team Leadership: Provide leadership, guidance, and development support to Transition Managers and connected internal teams and third parties across the programme. Quality Assurance: Monitor the quality of project deliverables to ensure they meet business requirements and client satisfaction standards. Keeps informed of industry trends, market developments, regulatory changes in insurance/financial services as well as best practices relating to the Transition. Experience Proven track record of successfully delivering large, complex programmes, ideally across insurance, financial services. Demonstrated experience of managing multi-million-pound departmental budgets. Experience in leading client facing onboarding programmes at scale. Track record of delivering measurable outcomes in terms of client satisfaction, operational efficiency and commercial performance. Significant experience working with executive stakeholders and cross-functional teams. Demonstrated ability to introduce and embed governance frameworks and risk management processes. Evidence of fostering a high-performance culture and developing strong project managers. Experience in budget management, and performance reporting. Experience in developing effective monitoring and quality control processes. Knowledge Deep understanding of programme and project management methodologies. Strong knowledge of insurance operations, client onboarding and transition processes. Awareness of governance, compliance and risk frameworks. Familiarity with change management principles and application to complex client projects. Skills Exceptional leadership and people management skills, able to inspire, coach and motivate a diverse team. Excellent stakeholder management and influencing skills, with the ability to engage credibly at Senior Executive levels Strong analytical and problem-solving abilities, with structured approach to issue resolution. Highly effective communication skills (written, verbal and presentation) with the ability to distil complex information into clear, actionable insights. Ability to balance strategic vision with hands-on delivery oversight. Skilled at driving continuous improvement, innovation and best practice adoption. Commercial judgement and analytical mindset with the ability to analyse data and make informed decisions. Good working knowledge of MS Excel, MS PowerPoint, MS Word and Power BI. In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.
Dec 12, 2025
Full time
Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. A newly created role has arisen within our Origination function at PIC: we are recruiting for a Transition Programme Manager to join our Transitions department, which plays a critical role in the management and delivery of transition projects for clients. This involves delivering efficient project management processes, standards, and governance frameworks to reduce cost, mitigate risks and drive value across the Company. The purpose of this role is to engage and develop strong working relationships with stakeholders at all levels to ensure key internal departments (Operations, Origination, Finance, Finance Actuarial, IT, Longevity Risk Management, Information Management, Legal and Risk) and PIC's third parties (Administration, Legal, Communications, Actuarial) to ensure that transition processes deliver on our commitments to clients and quality into the business. You will partner with our Co-Heads of Transition Management to deliver strong business outcomes relating to systems, processes, and technology improvements and automation as appropriate, which deliver positive outcomes for the Company brand and market reputation as well as for our policyholders on a consistent basis. Responsibilities Programme Leadership: Lead and manage a programme comprising multiple, concurrent client-facing transition projects, ensuring cohesive delivery and oversight. Project Governance: Establish and maintain appropriate project governance, including reporting, documentation, and controls in line with internal standards. Escalation: Act as a primary escalation point for clients, transition managers or third parties, ensuring a professional and responsive service that meets or exceeds expectations. Planning and Scheduling: Oversee detailed programme planning, project scheduling, and resource allocation to ensure timely delivery across all workstreams. Budget Management: Manage the overall programme budget (multi-million-pounds), including individual project cost tracking, forecasting, and reporting. Ensure cost efficiency and accountability. Stakeholder Management: Collaborate with internal stakeholders (Origination, Operations, HR, Finance, etc.) and external partners to align project objectives and deliverables with financial and human resource capacity. Risk and Issue Management: Proactively identify and manage programme risks, issues, and dependencies, ensuring effective resolution or escalation. Team Leadership: Provide leadership, guidance, and development support to Transition Managers and connected internal teams and third parties across the programme. Quality Assurance: Monitor the quality of project deliverables to ensure they meet business requirements and client satisfaction standards. Keeps informed of industry trends, market developments, regulatory changes in insurance/financial services as well as best practices relating to the Transition. Experience Proven track record of successfully delivering large, complex programmes, ideally across insurance, financial services. Demonstrated experience of managing multi-million-pound departmental budgets. Experience in leading client facing onboarding programmes at scale. Track record of delivering measurable outcomes in terms of client satisfaction, operational efficiency and commercial performance. Significant experience working with executive stakeholders and cross-functional teams. Demonstrated ability to introduce and embed governance frameworks and risk management processes. Evidence of fostering a high-performance culture and developing strong project managers. Experience in budget management, and performance reporting. Experience in developing effective monitoring and quality control processes. Knowledge Deep understanding of programme and project management methodologies. Strong knowledge of insurance operations, client onboarding and transition processes. Awareness of governance, compliance and risk frameworks. Familiarity with change management principles and application to complex client projects. Skills Exceptional leadership and people management skills, able to inspire, coach and motivate a diverse team. Excellent stakeholder management and influencing skills, with the ability to engage credibly at Senior Executive levels Strong analytical and problem-solving abilities, with structured approach to issue resolution. Highly effective communication skills (written, verbal and presentation) with the ability to distil complex information into clear, actionable insights. Ability to balance strategic vision with hands-on delivery oversight. Skilled at driving continuous improvement, innovation and best practice adoption. Commercial judgement and analytical mindset with the ability to analyse data and make informed decisions. Good working knowledge of MS Excel, MS PowerPoint, MS Word and Power BI. In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.
Senior Operational Due Diligence Analyst
Russell Investments City, London
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Dec 12, 2025
Full time
Senior Operational Due Diligence Analyst page is loaded Senior Operational Due Diligence Analystlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03679# Business Unit:Compliance, Risk and Internal Audit# Job Description: Role Summary Every day, we seek to improve financial security for people. Joining our team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. The Operational Due Diligence Senior Analyst will identify and assess operational risk factors at prospective and currently funded traditional and alternative (hedge fund, private equity, private real estate, infrastructure) investment managers through the performance of operational due diligence reviews. The responsibilities of the individual in this position include: Evaluating business, compliance, and operational risks associated with traditional and alternative investment managers relative to the scope of the Global Manager Operational Due Diligence (GMODD) program requirements by conducting desktop and/or on-site reviews of investment managers globally. Conducting/Leading due diligence reviews focusing on several areas including, but not limited to: organizational structure, regulatory compliance, legal entity risks, fund structure risks, allocation policy, valuation policy, cash and collateral management, trading infrastructure, asset monitoring, information technology, background checks, and third-party service providers (e.g., administrator, prime broker, custodian, auditor). Obtaining and analysing investment manager documentation including offering memorandums, fund formation documents, deal documents, financial statements, regulatory filings, due diligence questionnaires, policies and procedures. Identifying key areas of operational risk and confirming that the manager has completed associated remediation actions and/or implemented appropriate mitigating controls. Preparing written reports for internal and external distribution, documenting the due diligence performed, findings and recommendations to support conclusions. Communicating summary conclusions to internally interested parties and conducting follow-up with investment managers on any recommendations or risk findings, as needed. Maintaining and tracking remediation/action plans with managers; escalating material issues to Investment, Legal, Compliance, and Operational Risk and presenting at the appropriate governance forums. Ensuring records management/data systems are maintained and up to date. Proactively identifying and supporting efforts/projects to evolve the team's practice in operational due diligence. Contributing to client deliverables including ODD sections of due diligence reports, RFPs/RFIs and responses to client operational questionnaires; supporting client meetings as subject-matter expert. Staying current with industry best practices and key events across applicable areas (e.g., regulatory, technology/systems, trading). The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's Degree in a relevant field (or equivalent experience / qualification) required; MBA or CFA preferred. Significant experience in Business Analyst, Operations, Internal Audit or Compliance role within financial services, including Operational Due Diligence experience. Knowledge of private equity/real estate/hedge fund strategies and trading, valuation and industry best practices is preferred. Experience in private markets operational due diligence (ODD), along with strong understanding of the regulatory framework in the UK. Ability to articulate concerns/issues effectively to internal and external senior investment management professionals and compliance professionals. Demonstrated initiative to work independently and engage, undirected, in execution of responsibilities. Strong attention to detail; ability to consume and triangulate information and data from multiple sources and reconcile conflicts. Ability to support ongoing reviews and lead ad hoc projects while meeting deadlines; ability to multi task and prioritize multiple projects efficiently. Excellent communication skills (oral and written) required. Excellent interpersonal skills integrating tact and diplomacy required. Ability to professionally represent the firm required. Strong collaboration and team skills. Proficient in Microsoft Office; project management and coding skills are preferred. Practical familiarity with generative AI tools (e.g., large language models) for document review and workflow efficiency is preferred. Familiarity with various global regulatory and compliance regimes, rules, and regulations preferred. Familiarity with investment best practices across operations, accounting, technology, and compliance preferred. Willingness and ability for domestic and international travel. (<15%)
Sharp Consultancy
FP&A Manager
Sharp Consultancy City, Sheffield
The Opportunity As FP&A Manager, reporting directly to the CFO, you'll lead the FP&A function for a highly respected Sheffield-based engineering and technology company. The role offers end-to-end responsibility for budgeting, forecasting, performance analysis and strategic insight - supporting decision-making across a diverse portfolio of bespoke projects. You'll be joining a forward-thinking business known for engineering excellence and a culture that blends creativity with commercial discipline. This is a standalone, high-visibility position that will suit someone who thrives in a hands on, fast paced environment and wants to see their work directly influence strategic direction. Key Responsibilities Lead all FP&A activities, including budgeting, forecasting, and variance analysis Partner with the CFO and senior management to shape financial strategy and decision making Provide clear, actionable insights on project performance, profitability and cash flow Develop and enhance financial models, dashboards and reporting processes Support investment appraisals, scenario planning and business case development Drive continuous improvement in financial systems, controls and data integrity About You Qualified accountant (ACA, ACCA, CIMA or equivalent) with strong post qualification experience Proven experience in FP&A, management accounting or commercial finance, ideally in an engineering, manufacturing or project based environment Excellent analytical skills, with the ability to communicate financial insights to non finance stakeholders Confident working autonomously and proactively shaping processes Comfortable operating in a growing, fast evolving business where initiative and ownership are valued For further information or a private and confidential conversation either for this specific opportunity or your personal job search please contact Jack Curtis on or . Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 30 years' experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function. Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications, we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please note that on this occasion your application has not been successful.
Dec 12, 2025
Full time
The Opportunity As FP&A Manager, reporting directly to the CFO, you'll lead the FP&A function for a highly respected Sheffield-based engineering and technology company. The role offers end-to-end responsibility for budgeting, forecasting, performance analysis and strategic insight - supporting decision-making across a diverse portfolio of bespoke projects. You'll be joining a forward-thinking business known for engineering excellence and a culture that blends creativity with commercial discipline. This is a standalone, high-visibility position that will suit someone who thrives in a hands on, fast paced environment and wants to see their work directly influence strategic direction. Key Responsibilities Lead all FP&A activities, including budgeting, forecasting, and variance analysis Partner with the CFO and senior management to shape financial strategy and decision making Provide clear, actionable insights on project performance, profitability and cash flow Develop and enhance financial models, dashboards and reporting processes Support investment appraisals, scenario planning and business case development Drive continuous improvement in financial systems, controls and data integrity About You Qualified accountant (ACA, ACCA, CIMA or equivalent) with strong post qualification experience Proven experience in FP&A, management accounting or commercial finance, ideally in an engineering, manufacturing or project based environment Excellent analytical skills, with the ability to communicate financial insights to non finance stakeholders Confident working autonomously and proactively shaping processes Comfortable operating in a growing, fast evolving business where initiative and ownership are valued For further information or a private and confidential conversation either for this specific opportunity or your personal job search please contact Jack Curtis on or . Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 30 years' experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function. Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications, we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please note that on this occasion your application has not been successful.
Alternative Investment Operations Specialist (m f x)
E Fundresearch Richmond, Surrey
Alternative Investment Operations Specialist (m f x) London SEI is seeking to hire an Operations Alternative Specialist in our SEI Wealth Platform Business. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The Platform supports trading and transactions on 156 stock exchanges in 58 countries and 51 currencies, through the use of straight-through processing and a single operating infrastructure environment. For more information, visit Responsibilities include: Provide critical input to define requirements, processes, and controls shaping the operational model for SEI Alternatives service. Operate and enhance operational procedures, processes, and controls, while managing day-to-day activities. Apply specialist knowledge of Private Equities / Credit and Hedge Funds to support ongoing business. Handle complex queries and resolve client and internal issues. Support risk & control self-assessment (RCSA) processes, including monitoring risk registers, analyzing risk indicators, and reporting operational risk events. Work with the business and control functions to identify and address risks. Conduct root cause analyses of operational risk events and monitor process controls. Contribute to the development of SIEL's Operational Resilience framework in line with regulatory requirements. Identify important business services, validate impact tolerances, and test resilience scenarios. Maintain communication plans for service disruptions and conduct resilience training. Support Business Continuity and Disaster Recovery planning and testing. Participate in ad-hoc projects and ensure risk management policies are followed. Minimum qualifications: BA/BS degree or equivalent experience. Industry experience with alternative assets and investment processing. Strong analytical, communication, and organizational skills. Proficiency in Excel and data analysis. Customer service and client management experience. We offer benefits including comprehensive health care, pension plans, tuition reimbursement, hybrid working, and a focus on work-life balance. Join us to build your brave future at SEI. Location: 14-18 Finsbury Square, London
Dec 12, 2025
Full time
Alternative Investment Operations Specialist (m f x) London SEI is seeking to hire an Operations Alternative Specialist in our SEI Wealth Platform Business. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The Platform supports trading and transactions on 156 stock exchanges in 58 countries and 51 currencies, through the use of straight-through processing and a single operating infrastructure environment. For more information, visit Responsibilities include: Provide critical input to define requirements, processes, and controls shaping the operational model for SEI Alternatives service. Operate and enhance operational procedures, processes, and controls, while managing day-to-day activities. Apply specialist knowledge of Private Equities / Credit and Hedge Funds to support ongoing business. Handle complex queries and resolve client and internal issues. Support risk & control self-assessment (RCSA) processes, including monitoring risk registers, analyzing risk indicators, and reporting operational risk events. Work with the business and control functions to identify and address risks. Conduct root cause analyses of operational risk events and monitor process controls. Contribute to the development of SIEL's Operational Resilience framework in line with regulatory requirements. Identify important business services, validate impact tolerances, and test resilience scenarios. Maintain communication plans for service disruptions and conduct resilience training. Support Business Continuity and Disaster Recovery planning and testing. Participate in ad-hoc projects and ensure risk management policies are followed. Minimum qualifications: BA/BS degree or equivalent experience. Industry experience with alternative assets and investment processing. Strong analytical, communication, and organizational skills. Proficiency in Excel and data analysis. Customer service and client management experience. We offer benefits including comprehensive health care, pension plans, tuition reimbursement, hybrid working, and a focus on work-life balance. Join us to build your brave future at SEI. Location: 14-18 Finsbury Square, London
Financial Controller
Fletcher George Financial Recruitment Leatherhead, Surrey
Financial Controller Location: Cobham area - Hybrid / Flexible Working Salary: £80,000 - £90,000 + Bonus + Benefits Our client is a high growth business who are now seeking to appoint a commercially minded Chartered Accountant as a Financial Controller to lead their finance function. A head of Finance who can act as a trusted adviser to the Board and deliver a strong financial strategy to support ongoing growth. The Role The Financial Controller will lead the finance department and ensure the smooth running of all financial operations. This is a hands on leadership role which will combine strategic oversight of the business, accurate and robust reporting, compliance and strong business partnering. Key Responsibilities Lead, mentor, and develop the finance team. Oversee the annual preparation of statutory accounts, including a Group Consolidation Pack under UK GAAP. Responsibility for the preparation of the annual budget pack, along with monthly and quarterly forecasting. Provide timely and accurate reporting to the Board including financial performance updates and recommendations relevant to their markets. Liaise with external auditors on all audit queries. Manage cashflow, working capital and assist the Board as they consolidate and develop new and existing markets. Ensure all financial systems, processes and internal controls remain robust. Deliver financial modelling and relevant analysis to support the business on an ongoing basis and with adhoc projects. The Person An ambitious Qualified Accountant (ACA) is preferred ideally having trained in Audit and perhaps has moved to a role in Industry and now considering a more ambitious role. Experience as a Financial Controller or Senior Manager of Department Oversee statutory reporting and consolidations under UK GAAP. Detailed preparation of annual budgets, forecasts and Board reports. Extensive experience with a cloud based ERP system (such as Microsoft Dynamics 365, SAP or NetSuite). Advanced Excel skills including financial modelling. Strong leadership skills. Commercially minded with the ability to really add value. Benefits £80,000 - £90,000 salary Bonus scheme Private healthcare Generous pension scheme Hybrid working Parking 25 Days holiday Location Based in Cobham this role is commutable from Kington, Esher, Leatherhead, Epsom and surrounding areas. Next steps Please apply to this Financial Controller role and we will aim to reply to all suitable applicants within 48 hours. Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
Dec 12, 2025
Full time
Financial Controller Location: Cobham area - Hybrid / Flexible Working Salary: £80,000 - £90,000 + Bonus + Benefits Our client is a high growth business who are now seeking to appoint a commercially minded Chartered Accountant as a Financial Controller to lead their finance function. A head of Finance who can act as a trusted adviser to the Board and deliver a strong financial strategy to support ongoing growth. The Role The Financial Controller will lead the finance department and ensure the smooth running of all financial operations. This is a hands on leadership role which will combine strategic oversight of the business, accurate and robust reporting, compliance and strong business partnering. Key Responsibilities Lead, mentor, and develop the finance team. Oversee the annual preparation of statutory accounts, including a Group Consolidation Pack under UK GAAP. Responsibility for the preparation of the annual budget pack, along with monthly and quarterly forecasting. Provide timely and accurate reporting to the Board including financial performance updates and recommendations relevant to their markets. Liaise with external auditors on all audit queries. Manage cashflow, working capital and assist the Board as they consolidate and develop new and existing markets. Ensure all financial systems, processes and internal controls remain robust. Deliver financial modelling and relevant analysis to support the business on an ongoing basis and with adhoc projects. The Person An ambitious Qualified Accountant (ACA) is preferred ideally having trained in Audit and perhaps has moved to a role in Industry and now considering a more ambitious role. Experience as a Financial Controller or Senior Manager of Department Oversee statutory reporting and consolidations under UK GAAP. Detailed preparation of annual budgets, forecasts and Board reports. Extensive experience with a cloud based ERP system (such as Microsoft Dynamics 365, SAP or NetSuite). Advanced Excel skills including financial modelling. Strong leadership skills. Commercially minded with the ability to really add value. Benefits £80,000 - £90,000 salary Bonus scheme Private healthcare Generous pension scheme Hybrid working Parking 25 Days holiday Location Based in Cobham this role is commutable from Kington, Esher, Leatherhead, Epsom and surrounding areas. Next steps Please apply to this Financial Controller role and we will aim to reply to all suitable applicants within 48 hours. Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
Deloitte LLP
Associate Director, Tax Treasury
Deloitte LLP Cambridge, Cambridgeshire
We are looking for experienced tax professionals to join our pre-eminent Financing & Treasury Tax advisory team in London, focusing on privately owned companies, at experienced Manager or Associate Director level. Investment into privately owned companies has reached record highs, and private capital markets are emerging as a dominant force for industry growth.At Deloitte, we understand this dynamic market and the importance of trusted relationships and forge them based on purpose and a passion for helping private companies and their stakeholders. We have a dedicated team of tax professionals with a primary focus on advising this market.Our clients range from emerging growth businesses that have received their first rounds of venture capital investment, to private equity backed companies, to large, long-established family businesses.It includes exciting businesses disrupting the sectors in which they operate to significant multinational household names.We advise all industry sectors, with a bias towards technology, media, retail, leisure and business services. We are experiencing a huge demand for tax advice in the area of financing & treasury tax and are looking to expand the London, Cambridge team. You might have experience in a compliance & advisory or a transactions team.Either way, you will be excited by the idea of providing value to our clients throughout their lifecycle, whether that be assisting with organic growth, international expansion, M&A, refinancings, carve-outs or disposals. Successful candidates will join a national and international network of professionals advising privately owned companies and help the practice continue to grow the firm's presence in this large and important sector of the UK economy. You will also benefit from being a key member of our dynamic and fast-growing national Financing & Treasury Tax team, working with market leaders in the Financing & Treasury Tax space. Tax advice to privately owned companies is a core area of focus and growth for Deloitte in the UK and globally. This means that you will have plenty of development opportunities as well as the chance to learn and work with the market leaders. We are proud to offer flexible hybrid working arrangements which allow our people to choose the most suitable working arrangement that works for them. Whether this is working 4 days per week, taking the summer months off work, or more flexibility around your working pattern, we consider both formal and informal working arrangements that allow our people and our clients the best outcome. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your role will be diverse and challenging, and you will take the lead on delivering our client services and developing client relationships, as well as playing an active part in building new relationships and identifying and winning opportunities with your existing clients and new clients. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Your responsibilities will include managing diverse teams within an inclusive team culture where people are recognised for their contribution. As part of your role, you will receive continuous on the job training, including direct interaction with the partners and directors in our team, as well as extensive opportunities to interact with our clients and targets. You will have people management responsibilities, including developing junior members of the team and may act as a coach for more junior members of the team. Connect to your skills and professional experience You will have responsibility for providing technical advice across a wide range of financing and treasury tax projects for privately owned companies such as in relation to: Raising acquisition finance for M&A transactions (including complex instruments such as convertible loans); Interest deductibility reviews (including the late interest, hybrids, transfer pricing, unallowable purpose and corporate interest restriction rules); FX and commodity hedging; The taxation of derivative contracts such as interest rate swaps, currency forwards, put / call options and warrants; Implementing cash management strategies and cash pooling projects; and Intra-group reorganisations and loan simplification projects. We work in close collaboration with a broad range of client service teams, as well as other specialist teams such as M&A Tax, Transfer Pricing, Accounting Advisory, Corporate Treasury and Deloitte Legal, and you will be encouraged to co-ordinate tax advice across our specialist teams and have knowledge of key issues across other taxes. You will have the following skills: UK corporate tax or equivalent experience gained working in a compliance, advisory or transactions team Keen attention to detail Experience of working on financing and treasury projects would be preferable, but the ability to demonstrate strong technical skills across a range of UK corporation tax areas is crucial Excellent verbal and written communication skills Ability to deal effectively with issues face-to-face and by telephone Demonstrable skill in managing key stakeholders' expectations and consistently delivering to the highest standards Uses own initiative to identify appropriate solutions to problems Ability to work independently and manage own workload Strong team working skills and ability to build internal networks Calm, efficient and resilient under pressure Capable of meeting challenging/demanding and competing deadlines High degree of IT literacy or equivalent including Microsoft Office programmes Connect to your business - Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious.
Dec 12, 2025
Full time
We are looking for experienced tax professionals to join our pre-eminent Financing & Treasury Tax advisory team in London, focusing on privately owned companies, at experienced Manager or Associate Director level. Investment into privately owned companies has reached record highs, and private capital markets are emerging as a dominant force for industry growth.At Deloitte, we understand this dynamic market and the importance of trusted relationships and forge them based on purpose and a passion for helping private companies and their stakeholders. We have a dedicated team of tax professionals with a primary focus on advising this market.Our clients range from emerging growth businesses that have received their first rounds of venture capital investment, to private equity backed companies, to large, long-established family businesses.It includes exciting businesses disrupting the sectors in which they operate to significant multinational household names.We advise all industry sectors, with a bias towards technology, media, retail, leisure and business services. We are experiencing a huge demand for tax advice in the area of financing & treasury tax and are looking to expand the London, Cambridge team. You might have experience in a compliance & advisory or a transactions team.Either way, you will be excited by the idea of providing value to our clients throughout their lifecycle, whether that be assisting with organic growth, international expansion, M&A, refinancings, carve-outs or disposals. Successful candidates will join a national and international network of professionals advising privately owned companies and help the practice continue to grow the firm's presence in this large and important sector of the UK economy. You will also benefit from being a key member of our dynamic and fast-growing national Financing & Treasury Tax team, working with market leaders in the Financing & Treasury Tax space. Tax advice to privately owned companies is a core area of focus and growth for Deloitte in the UK and globally. This means that you will have plenty of development opportunities as well as the chance to learn and work with the market leaders. We are proud to offer flexible hybrid working arrangements which allow our people to choose the most suitable working arrangement that works for them. Whether this is working 4 days per week, taking the summer months off work, or more flexibility around your working pattern, we consider both formal and informal working arrangements that allow our people and our clients the best outcome. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Your role will be diverse and challenging, and you will take the lead on delivering our client services and developing client relationships, as well as playing an active part in building new relationships and identifying and winning opportunities with your existing clients and new clients. You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Your responsibilities will include managing diverse teams within an inclusive team culture where people are recognised for their contribution. As part of your role, you will receive continuous on the job training, including direct interaction with the partners and directors in our team, as well as extensive opportunities to interact with our clients and targets. You will have people management responsibilities, including developing junior members of the team and may act as a coach for more junior members of the team. Connect to your skills and professional experience You will have responsibility for providing technical advice across a wide range of financing and treasury tax projects for privately owned companies such as in relation to: Raising acquisition finance for M&A transactions (including complex instruments such as convertible loans); Interest deductibility reviews (including the late interest, hybrids, transfer pricing, unallowable purpose and corporate interest restriction rules); FX and commodity hedging; The taxation of derivative contracts such as interest rate swaps, currency forwards, put / call options and warrants; Implementing cash management strategies and cash pooling projects; and Intra-group reorganisations and loan simplification projects. We work in close collaboration with a broad range of client service teams, as well as other specialist teams such as M&A Tax, Transfer Pricing, Accounting Advisory, Corporate Treasury and Deloitte Legal, and you will be encouraged to co-ordinate tax advice across our specialist teams and have knowledge of key issues across other taxes. You will have the following skills: UK corporate tax or equivalent experience gained working in a compliance, advisory or transactions team Keen attention to detail Experience of working on financing and treasury projects would be preferable, but the ability to demonstrate strong technical skills across a range of UK corporation tax areas is crucial Excellent verbal and written communication skills Ability to deal effectively with issues face-to-face and by telephone Demonstrable skill in managing key stakeholders' expectations and consistently delivering to the highest standards Uses own initiative to identify appropriate solutions to problems Ability to work independently and manage own workload Strong team working skills and ability to build internal networks Calm, efficient and resilient under pressure Capable of meeting challenging/demanding and competing deadlines High degree of IT literacy or equivalent including Microsoft Office programmes Connect to your business - Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious.
Deloitte LLP
Manager, Transaction Management Office (TMO), Equity Capital Markets, Finance, and Transaction ...
Deloitte LLP City, Birmingham
Overview Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte? It's how we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity This is your opportunity to join Deloitte's high growth Transaction Management team that sits within Deloitte's M&A practice. You will work on high profile assignments with some of the best in the field, you will have the opportunity to work on a wide variety of deals including capital market transaction and listed / private M&A, within a highly commercial, client focussed environment. Our Transaction Management team is a group of specialist programme managers who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep equity capital markets and M&A process knowledge who can own discreet workstreams or be deployed across the transaction as a central programme team. The team work alongside client management and other advisers to reduce transaction execution risks and safeguard value. Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including commercial and operational due diligence, sale and purchase agreement negotiation, real estate, treasury, pensions, modelling, fund placement, merger integration, IT and business intelligence. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firm. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. You will primarily focus on providing clients with dedicated programme management support for domestic and international transactions including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the core deal team on projects, assisting senior client stakeholders to manage large and complex transactions from inception through to delivery. This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our clients, so a desire to work in a client facing capacity is essential. Your responsibilities will vary per project and are unique to each transaction, however the key responsibilities below give some insight into what the role will entail. Responsibilities: Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process; Support company transaction leads in establishing and setting up the overall transaction programme and workstream structure; Work with company transaction leads, investment banks and other advisors to support the development of the overall transaction timetable, roadmap and plan, then work closely with workstream leads to support the development and delivery of these workstream plan Support the design and development of programme structure and governance forums; Support stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts); Support stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting; Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc).; Support the co-ordination of company-side diligence, data room, information request and verification activities; Prepare for and help co-ordinate transaction steering committees and working group meetings; Create, draft and support the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution; Perform market research, prepare materials and provide active contribution in business development opportunities with clients and Deloitte's network; Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution; Prepare Deloitte team budget and cost tracking and reporting. Connect to your skills and professional experience Programme management skillset with a track record of delivering projects successfully in a client-facing environment; Keen interest and desire to explore capital market and/or M&A transactions; Previous experience in/ exposure to capital market and/or M&A transactions, ideally from an investment banking or corporate advisory environment, would be strongly beneficial; An understanding of key stages and phases of deal processes; Excellent oral and written communication skills, as well as interpersonal skills; Demonstrable track record of operating with senior internal and external stakeholders; Awareness of listing rules and regulations for key global exchanges (LSE, NYSE etc.); An understanding of key financial and accounting concepts in the context of a capital markets and/or M&A transaction; A positive, proactive and can-do attitude and demonstrable commitment to excellence; Exceptional academic background or equivalent experience; Excellent problem solving and analytical skills; Excellent PowerPoint and presentation skills; Strong excel skills - quick and accurate manipulation of data; Strong commercial acumen and market awareness; and Strong client focus - be focussed on high quality service. Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Mergers and Acquisitions We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." Our hybrid working policy You'll be based in Edinburgh, Manchester or Birmingham with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy . click apply for full job details
Dec 12, 2025
Full time
Overview Join the UK's leading M&A services business. The strength and depth of the Deloitte offering across the M&A spectrum from Lead Advisory through Transaction Services to Post-merger Integration is unrivalled. You will join the market leading Equity Capital Markets, Finance, and Transaction Management Office ("EFT") team and will have the opportunity to work on high profile transactions covering equity capital markets, corporate and private equity transactions across a range of industries, within a highly commercial, client focused environment. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte? It's how we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity This is your opportunity to join Deloitte's high growth Transaction Management team that sits within Deloitte's M&A practice. You will work on high profile assignments with some of the best in the field, you will have the opportunity to work on a wide variety of deals including capital market transaction and listed / private M&A, within a highly commercial, client focussed environment. Our Transaction Management team is a group of specialist programme managers who have successfully advised on some of the largest cross-border deals of recent years. We deploy experienced professionals with deep equity capital markets and M&A process knowledge who can own discreet workstreams or be deployed across the transaction as a central programme team. The team work alongside client management and other advisers to reduce transaction execution risks and safeguard value. Typically, we operate alongside colleagues providing our clients with a multi-disciplinary and end-to-end transaction assist service which accesses Deloitte's vast range of specialist expertise including commercial and operational due diligence, sale and purchase agreement negotiation, real estate, treasury, pensions, modelling, fund placement, merger integration, IT and business intelligence. We regularly work on international assignments involving cross-border as well as cross-service line teams requiring our people to build wide networks across both the UK and International firm. We encourage consideration of flexible ways of working, both formal and informal arrangements that allow for the best outcomes for our people and our clients. If this opportunity is of interest to you with some flexibility, please do discuss with us. You will primarily focus on providing clients with dedicated programme management support for domestic and international transactions including acquisitions, divestitures, IPOs, mergers and demergers. Crucially, you will be part of the core deal team on projects, assisting senior client stakeholders to manage large and complex transactions from inception through to delivery. This role requires significant exposure to and interaction with senior strategic and financial decision-makers at our clients, so a desire to work in a client facing capacity is essential. Your responsibilities will vary per project and are unique to each transaction, however the key responsibilities below give some insight into what the role will entail. Responsibilities: Bring capital markets / M&A transaction expertise and insight to the overall transaction preparation and execution process; Support company transaction leads in establishing and setting up the overall transaction programme and workstream structure; Work with company transaction leads, investment banks and other advisors to support the development of the overall transaction timetable, roadmap and plan, then work closely with workstream leads to support the development and delivery of these workstream plan Support the design and development of programme structure and governance forums; Support stakeholder management across all transaction stakeholders (e.g. company-side teams and advisors, including banks, lawyers and Deloitte subject matter experts); Support stakeholders in respect of overall transaction and workstream status, action tracking, risks, issues, dependencies and budget reporting; Input into and support the drafting of key transaction documents (e.g. Prospectus, Circular, Investment Memorandum, Management Presentations etc).; Support the co-ordination of company-side diligence, data room, information request and verification activities; Prepare for and help co-ordinate transaction steering committees and working group meetings; Create, draft and support the preparation of presentations, Board and steering committee papers and materials, decision-making packs for both internal and external audiences, in order to support transaction preparation and execution; Perform market research, prepare materials and provide active contribution in business development opportunities with clients and Deloitte's network; Work effectively in diverse teams within an inclusive team culture where people are recognised for their contribution; Prepare Deloitte team budget and cost tracking and reporting. Connect to your skills and professional experience Programme management skillset with a track record of delivering projects successfully in a client-facing environment; Keen interest and desire to explore capital market and/or M&A transactions; Previous experience in/ exposure to capital market and/or M&A transactions, ideally from an investment banking or corporate advisory environment, would be strongly beneficial; An understanding of key stages and phases of deal processes; Excellent oral and written communication skills, as well as interpersonal skills; Demonstrable track record of operating with senior internal and external stakeholders; Awareness of listing rules and regulations for key global exchanges (LSE, NYSE etc.); An understanding of key financial and accounting concepts in the context of a capital markets and/or M&A transaction; A positive, proactive and can-do attitude and demonstrable commitment to excellence; Exceptional academic background or equivalent experience; Excellent problem solving and analytical skills; Excellent PowerPoint and presentation skills; Strong excel skills - quick and accurate manipulation of data; Strong commercial acumen and market awareness; and Strong client focus - be focussed on high quality service. Connect to your business -Strategy, Risk & Transactions Advisory In an ever-evolving world, there are no certainties in business. Our teams help clients to navigate risks, process major transactions and deliver transformational change that will future-proof their business. Join us to make a positive difference. Mergers and Acquisitions We challenge dealmakers to expect more and to see beyond the deal to create sustainable value for shareholders, employees and society. We support corporates, private equity and financial investors across the full M&A lifecycle and are committed to identifying and delivering sustainable value at every stage of the deal. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "It's such an inspiring place to work; everyone you talk to is working on something interesting. There are always so many exciting things to get involved with that it is a challenge to prioritise where to spend your time. Everyone always says, "it's the people," and that's true." Our hybrid working policy You'll be based in Edinburgh, Manchester or Birmingham with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy . click apply for full job details
Reconciliations and Custody Control Manager
LGT Group City, London
Reconciliations and Custody Control Manager London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services business unit comprises of a number of teams in a back-office operations function: Trade Support, Dealing, Corporate Actions, Treasury and Custody Control. Custody and Execution Services provides a wide range of services and support for LGT Wealth Management's Investment Managers, their teams and their clients. Brief Role Objective: This role is in the Reconciliations and Custody Control team within Custody Services. The main objective of this role is to provide BAU oversight of the cash and asset reconciliations processes and liaise directly with the CASS team to ensure accurate and timely production of the daily CMR calculation. This also includes undertaking regular reviews of all outstanding items and production of monthly MI. The individual may also provide cover for all reconciliations tasks during annual leave/sickness. As a manager of the team the individual will be expected to identify process improvements and effieicncies as will as partake in projects that impact the Reconciliations space. This will include upgrades and enhancements to our reconciliation tool Autorek as well as Figaro. Knowledge of both these systems will be extremely beneficial to the role. One of our strategic goals is to implement improved workflows and enhancements to our existing systems and this will be a key component for this new role. As a line manager, this role will require supporting and developing a team, undertaking goal setting and performance reviews. The individual will also be required to provide support to the Team Head for BAU control tasks and help implement new controls and reconciliations as part of the build out of the control framework. The successful candidate will therefore need to have an excellent understanding of all operations processes and be familiar with double entry book-keeping and the trial balance. Key Responsibilities: Oversight of cash and asset reconciliations, liaising with other teams to ensure comprehensive commentary and timely resolution of breaks. Provide absence cover if required for all reconciliations BAU tasks Review and oversight of the daily CMR calculation. Monthly formal reconciliation reviews and production of MI Development of comprehensive MI for cash and assets. Assist in the development of Autorek to enhance reporting and process efficiencies Procedure and policy reviews and updates Line Management Assist with UAT for system upgrades, new process implementations Assist on various projects across the business to ensure that impact Reconciliations and/or Custody Control. Your profile Key Skills and Technical Requirements: Competent in all MS Office products Advanced level of knowledge with excel Knowledge of FNZ's Figaro system is desirable Knowledge of Autorek is extremely desirable SQL and Power BI expertise is desirable Other Skills and Attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and/or financial services experience gained within an operations environment Highly proficient in cash and asset reconciliations Demonstrable knowledge of CASS reconciliations Excellent numerical skills Investigative approach to problem solving Knowledge of double entry book-keeping and trial balance. Strong analytical skills with the ability to collect, organise and analyse and disseminate significant amounts of information accurately Excellent verbal and written communications skills, and excellent time management abilities Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.
Dec 12, 2025
Full time
Reconciliations and Custody Control Manager London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services business unit comprises of a number of teams in a back-office operations function: Trade Support, Dealing, Corporate Actions, Treasury and Custody Control. Custody and Execution Services provides a wide range of services and support for LGT Wealth Management's Investment Managers, their teams and their clients. Brief Role Objective: This role is in the Reconciliations and Custody Control team within Custody Services. The main objective of this role is to provide BAU oversight of the cash and asset reconciliations processes and liaise directly with the CASS team to ensure accurate and timely production of the daily CMR calculation. This also includes undertaking regular reviews of all outstanding items and production of monthly MI. The individual may also provide cover for all reconciliations tasks during annual leave/sickness. As a manager of the team the individual will be expected to identify process improvements and effieicncies as will as partake in projects that impact the Reconciliations space. This will include upgrades and enhancements to our reconciliation tool Autorek as well as Figaro. Knowledge of both these systems will be extremely beneficial to the role. One of our strategic goals is to implement improved workflows and enhancements to our existing systems and this will be a key component for this new role. As a line manager, this role will require supporting and developing a team, undertaking goal setting and performance reviews. The individual will also be required to provide support to the Team Head for BAU control tasks and help implement new controls and reconciliations as part of the build out of the control framework. The successful candidate will therefore need to have an excellent understanding of all operations processes and be familiar with double entry book-keeping and the trial balance. Key Responsibilities: Oversight of cash and asset reconciliations, liaising with other teams to ensure comprehensive commentary and timely resolution of breaks. Provide absence cover if required for all reconciliations BAU tasks Review and oversight of the daily CMR calculation. Monthly formal reconciliation reviews and production of MI Development of comprehensive MI for cash and assets. Assist in the development of Autorek to enhance reporting and process efficiencies Procedure and policy reviews and updates Line Management Assist with UAT for system upgrades, new process implementations Assist on various projects across the business to ensure that impact Reconciliations and/or Custody Control. Your profile Key Skills and Technical Requirements: Competent in all MS Office products Advanced level of knowledge with excel Knowledge of FNZ's Figaro system is desirable Knowledge of Autorek is extremely desirable SQL and Power BI expertise is desirable Other Skills and Attributes: Bachelor's degree in accounting, finance or related field, or equivalent work experience Wealth management and/or financial services experience gained within an operations environment Highly proficient in cash and asset reconciliations Demonstrable knowledge of CASS reconciliations Excellent numerical skills Investigative approach to problem solving Knowledge of double entry book-keeping and trial balance. Strong analytical skills with the ability to collect, organise and analyse and disseminate significant amounts of information accurately Excellent verbal and written communications skills, and excellent time management abilities Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Transparency is important to us. That is why you will find everything that matters to us on our website - plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.
Fund Operations Project Manager Birmingham , London
Capital Dynamics City, Birmingham
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Dec 12, 2025
Full time
To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.
Senior Finance Business Partner
Just Group plc
We are looking for a Senior Finance Business Partner to work closely with business areas across the group to provide financial analysis and commercial support to contribute to Just's business success. This will be achieved by driving efficiencies, producing decision-supporting analysis, investment appraisal and financial planning. In this role you will maintain strong stakeholder relationships with colleagues over a range of levels of seniority, from Executive leaders to cost centre managers. This involves being a 'critical friend' by supporting understanding of, and challenging, the impacts of business decisions on financial outcomes. As the Senior Finance Business Partner you will ensure effective cost management processes and controls are maintained and improved upon where required. About Just We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Key Responsibilities Partner with the business: Maintain strong relationships including active communication and visibility with the business. Ensure you are approachable to support them to consider financial consequences to their key decisions. Help the business work through key resourcing challenges and prioritisation with a cost/value lens. Produce and contribute to regular MI and reporting: Ensure that MI answers the 'so what' and that variances are clearly explained. Proactively seek action to address undesirable variances and support the business to explore solutions. Ensure that processes by which cost information hits the ledger and MI is produced are robust and timely and improved where necessary to increase efficiency. Ad hoc analysis: Conduct independent deep dive/reviews of Functional cost base and financial performance to provide insight to business areas. Support project business cases and benefits appraisal. Forecasting: Maintain regularly updated, rolling forecasts and deliver key inputs into the annual 5 year Plan process including projections of the staff cost base, key strategic development costs and 3rd party costs. Cost management: Partner with the People team to uphold the approval process for new job requisitions raised. Challenge resource mix to ensure we are getting value for money and support the Procurement team in ensuring key third party relationships are appropriately scrutinised from both a commercial and risk management perspective. Strong business knowledge: Maintain strong business understanding including key product lines, key strategic priorities and markets in which the business operates Review allocations: Periodically review the allocations basis for the cost areas for which you are the lead including how this reflects changes in business structure and attribution to products and business lines. Understand how allocations flow through into key IFRS and SII financial performance metrics. What we are looking for Qualified Accountant (ACA, ACCA, CIMA or equivalent) is essential for the role Experience of cost accounting in a multi divisional and multi departmental organisation. Experience of budgeting, forecasting and management accounting best practice. Experience of project/investment appraisal and resourcing/cost management for projects would be advantageous Experience of working in an Insurance or other Financial Services environment is preferred Experience of a Life Insurance environment would be advantageous. Working knowledge of IFRS 17 accounting principles would be advantageous Knowledge of Oracle would be an advantage but not essential. Strong and confident communication skills - both written & verbal Strong analytical skills. Ability to handle and manipulate large amounts of raw data into relevant and presentable formats. This will require very effective IT skills - Microsoft Office packages including Word, advanced Excel (including pivot tables, look ups), presentational packages (PowerPoint, PDF). Ability to present financial information in a clear and coherent manner suitable for presenting to senior management. Our behaviours At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctiveculture - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. What's in it for you A competitive salary, pension scheme and life assurance 25 days annual leave plus an additional day on us for your birthday Private medical cover and income protection, just in case A generous and highly achievable bonus scheme Opportunities to progress your career in-role and within the company Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders A variety of employee funded benefits available via our online benefits portal Plus, several additional purchase options available for you and your loved ones Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just. We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. Please submit your CV using the 'apply now' button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment.
Dec 12, 2025
Full time
We are looking for a Senior Finance Business Partner to work closely with business areas across the group to provide financial analysis and commercial support to contribute to Just's business success. This will be achieved by driving efficiencies, producing decision-supporting analysis, investment appraisal and financial planning. In this role you will maintain strong stakeholder relationships with colleagues over a range of levels of seniority, from Executive leaders to cost centre managers. This involves being a 'critical friend' by supporting understanding of, and challenging, the impacts of business decisions on financial outcomes. As the Senior Finance Business Partner you will ensure effective cost management processes and controls are maintained and improved upon where required. About Just We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Key Responsibilities Partner with the business: Maintain strong relationships including active communication and visibility with the business. Ensure you are approachable to support them to consider financial consequences to their key decisions. Help the business work through key resourcing challenges and prioritisation with a cost/value lens. Produce and contribute to regular MI and reporting: Ensure that MI answers the 'so what' and that variances are clearly explained. Proactively seek action to address undesirable variances and support the business to explore solutions. Ensure that processes by which cost information hits the ledger and MI is produced are robust and timely and improved where necessary to increase efficiency. Ad hoc analysis: Conduct independent deep dive/reviews of Functional cost base and financial performance to provide insight to business areas. Support project business cases and benefits appraisal. Forecasting: Maintain regularly updated, rolling forecasts and deliver key inputs into the annual 5 year Plan process including projections of the staff cost base, key strategic development costs and 3rd party costs. Cost management: Partner with the People team to uphold the approval process for new job requisitions raised. Challenge resource mix to ensure we are getting value for money and support the Procurement team in ensuring key third party relationships are appropriately scrutinised from both a commercial and risk management perspective. Strong business knowledge: Maintain strong business understanding including key product lines, key strategic priorities and markets in which the business operates Review allocations: Periodically review the allocations basis for the cost areas for which you are the lead including how this reflects changes in business structure and attribution to products and business lines. Understand how allocations flow through into key IFRS and SII financial performance metrics. What we are looking for Qualified Accountant (ACA, ACCA, CIMA or equivalent) is essential for the role Experience of cost accounting in a multi divisional and multi departmental organisation. Experience of budgeting, forecasting and management accounting best practice. Experience of project/investment appraisal and resourcing/cost management for projects would be advantageous Experience of working in an Insurance or other Financial Services environment is preferred Experience of a Life Insurance environment would be advantageous. Working knowledge of IFRS 17 accounting principles would be advantageous Knowledge of Oracle would be an advantage but not essential. Strong and confident communication skills - both written & verbal Strong analytical skills. Ability to handle and manipulate large amounts of raw data into relevant and presentable formats. This will require very effective IT skills - Microsoft Office packages including Word, advanced Excel (including pivot tables, look ups), presentational packages (PowerPoint, PDF). Ability to present financial information in a clear and coherent manner suitable for presenting to senior management. Our behaviours At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctiveculture - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. What's in it for you A competitive salary, pension scheme and life assurance 25 days annual leave plus an additional day on us for your birthday Private medical cover and income protection, just in case A generous and highly achievable bonus scheme Opportunities to progress your career in-role and within the company Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders A variety of employee funded benefits available via our online benefits portal Plus, several additional purchase options available for you and your loved ones Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just. We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. Please submit your CV using the 'apply now' button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment.
Part Time Group Treasurer
Michael Page (UK) City, London
For an experienced Treasurer seeking senior-level impact on a part-time basis Lead a global treasury function in a private equity-backed business About Our Client My client is a global, private equity-backed organisation with operations across the UK, US, Asia, and EMEA. Following a period of significant international growth and ongoing transformation, the business is now seeking an experienced Group Treasurer to lead a well-established but evolving Treasury function on a part time basis. This is an outstanding opportunity for a seasoned Treasury professional seeking greater flexibility while retaining a strategic, high impact leadership role within a dynamic, acquisitive, and fast paced environment. Job Description Reporting to the Group Finance Director, the Group Treasurer will oversee all aspects of the Group's Treasury activities, providing both day to day leadership and forward looking strategic insight. Having built a strong foundation in recent years, including the implementation of Kyriba and the establishment of robust cash management processes, the focus now shifts towards optimisation, consolidation, and ensuring future readiness as the business enters its next phase of expansion. Key Responsibilities Oversee Group Treasury operations, including cash flow forecasting, liquidity management, intercompany funding, and financial risk management. Drive effective use of the Kyriba Treasury Management System, enhancing automation, accuracy, and meaningful reporting. Lead and mentor a capable Senior Treasury Analyst, ensuring knowledge transfer and functional continuity. Continue to refine and implement Treasury policies, processes, and controls across the Group. Oversee daily cash management and pooling arrangements, ensuring global visibility and control. Partner closely with the CFO, CEO, and Group Finance Director on strategic initiatives, including M&A activity. Act as a key liaison with banks, auditors, and advisors, and provide insightful Treasury reporting to private equity stakeholders. Lead a major US-to-UK Treasury consolidation project, simplifying structure and improving global efficiency. Support compliance under existing and future financing arrangements and maintain strong awareness of debt facilities. The Successful Applicant The ideal candidate will be an experienced Group Treasurer or senior level Treasury professional who combines strategic leadership with hands on expertise. They will bring maturity, independence, and confidence to manage a small but high performing team in a complex, fast moving organisation. Essential Skills & Experience Proven experience in a Group Treasurer or senior Treasury role within a corporate or PE backed environment. Hands on experience with Kyriba, including configuration, integration, and reporting. Strong background in cash flow forecasting, liquidity management, and funding. Solid understanding of corporate debt structures, covenants, and Treasury reporting under private equity ownership. Comfortable operating within dynamic, transformational, or growth driven settings. Skilled stakeholder manager with the ability to deliver under tight timelines. Desirable Experience supporting M&A or refinancing activity. Exposure to Treasury centralisation or restructuring initiatives. Personal Qualities Pragmatic, adaptable, and self sufficient. Strategic thinker with a willingness to remain hands on. Process driven and detail oriented. Strong communicator with confidence engaging senior stakeholders. Collaborative and capable of mentoring others. What's on Offer This is a rare 3 days per week or reduced hours part time Group Treasurer opportunity offering genuine flexibility for an experienced professional seeking to combine senior level impact with a reduced working pattern. The business is ambitious, well capitalised, and continuing to expand globally, providing the chance to influence its strategic direction and shape the next chapter of its Treasury journey. I would encourage anyone genuinely interested in this role to reach out to me directly. There are important nuances to this opportunity, both practically and logistically, including what makes it possible as a part time position and how the pro rata salary and package are structured.
Dec 12, 2025
Full time
For an experienced Treasurer seeking senior-level impact on a part-time basis Lead a global treasury function in a private equity-backed business About Our Client My client is a global, private equity-backed organisation with operations across the UK, US, Asia, and EMEA. Following a period of significant international growth and ongoing transformation, the business is now seeking an experienced Group Treasurer to lead a well-established but evolving Treasury function on a part time basis. This is an outstanding opportunity for a seasoned Treasury professional seeking greater flexibility while retaining a strategic, high impact leadership role within a dynamic, acquisitive, and fast paced environment. Job Description Reporting to the Group Finance Director, the Group Treasurer will oversee all aspects of the Group's Treasury activities, providing both day to day leadership and forward looking strategic insight. Having built a strong foundation in recent years, including the implementation of Kyriba and the establishment of robust cash management processes, the focus now shifts towards optimisation, consolidation, and ensuring future readiness as the business enters its next phase of expansion. Key Responsibilities Oversee Group Treasury operations, including cash flow forecasting, liquidity management, intercompany funding, and financial risk management. Drive effective use of the Kyriba Treasury Management System, enhancing automation, accuracy, and meaningful reporting. Lead and mentor a capable Senior Treasury Analyst, ensuring knowledge transfer and functional continuity. Continue to refine and implement Treasury policies, processes, and controls across the Group. Oversee daily cash management and pooling arrangements, ensuring global visibility and control. Partner closely with the CFO, CEO, and Group Finance Director on strategic initiatives, including M&A activity. Act as a key liaison with banks, auditors, and advisors, and provide insightful Treasury reporting to private equity stakeholders. Lead a major US-to-UK Treasury consolidation project, simplifying structure and improving global efficiency. Support compliance under existing and future financing arrangements and maintain strong awareness of debt facilities. The Successful Applicant The ideal candidate will be an experienced Group Treasurer or senior level Treasury professional who combines strategic leadership with hands on expertise. They will bring maturity, independence, and confidence to manage a small but high performing team in a complex, fast moving organisation. Essential Skills & Experience Proven experience in a Group Treasurer or senior Treasury role within a corporate or PE backed environment. Hands on experience with Kyriba, including configuration, integration, and reporting. Strong background in cash flow forecasting, liquidity management, and funding. Solid understanding of corporate debt structures, covenants, and Treasury reporting under private equity ownership. Comfortable operating within dynamic, transformational, or growth driven settings. Skilled stakeholder manager with the ability to deliver under tight timelines. Desirable Experience supporting M&A or refinancing activity. Exposure to Treasury centralisation or restructuring initiatives. Personal Qualities Pragmatic, adaptable, and self sufficient. Strategic thinker with a willingness to remain hands on. Process driven and detail oriented. Strong communicator with confidence engaging senior stakeholders. Collaborative and capable of mentoring others. What's on Offer This is a rare 3 days per week or reduced hours part time Group Treasurer opportunity offering genuine flexibility for an experienced professional seeking to combine senior level impact with a reduced working pattern. The business is ambitious, well capitalised, and continuing to expand globally, providing the chance to influence its strategic direction and shape the next chapter of its Treasury journey. I would encourage anyone genuinely interested in this role to reach out to me directly. There are important nuances to this opportunity, both practically and logistically, including what makes it possible as a part time position and how the pro rata salary and package are structured.
HF Group
Electrician / Approved Electrician
HF Group Aberdeen, Aberdeenshire
Job Title : Electricians / Approved Electricians Salary : 35k - 50k per annum (inclusive of overtime and on call) Location: Aberdeen Job Type: Full Time, Permanent HF Group is one of the UK's leading multi-discipline building services contractors, delivering high-quality solutions across Electrical, Mechanical, Fire & Security, Telecommunications, and Automated Controls. With a legacy spanning over 3 centuries and a family culture, we consider all of our employees as part of the family and invaluable assets to our ongoing business. Our head office is in Glasgow with offices in Edinburgh, Manchester, Belfast and Aberdeen, providing services to clients across both public and private sectors throughout the UK. About the Role: As part of our continued growth were searching for skilled and motivated Electricians / Approved Electricians to join our Electrical Division in Aberdeen. The successful candidates will be responsible for delivering high-quality electrical installations, maintenance, and testing across commercial and industrial sites. This is a fantastic opportunity to work on diverse projects while advancing your career in a supportive and safety-focused environment. Key Responsibilities: Carrying out electrical installations in accordance with BS7671 and current building regulations Performing inspection, testing, and certification of electrical systems Diagnosing and repairing faults efficiently and safely Supervising apprentices and junior electricians Maintaining accurate documentation and compliance records Liaising with clients and site managers to ensure smooth project delivery Carrying out regular PPM visits Reviewing engineers' reports and pricing remedial works accordingly, ensuring accuracy and profitability About you: Key Skills, Qualifications and Experience Required: SJIB Electrician / Approved Electrician status or equivalent 18th Edition Wiring Regulations ECS grading card (Gold) C&G 2391 - Inspection & Testing (Preferred) Proven experience in commercial or industrial electrical work Strong understanding of health & safety practices Full UK driving license EV experience is desirable IPAF 3a & 3b is desirable In Return We Offer: Competitive Salary, Paid Weekly and Overtime Opportunities 32 Days Holiday (inclusive of bank holidays) Pension Scheme Death in Service Scheme Private Medical Care Critical Illness Care Perkbox Subscriptions Full uniform / PPE provided Van / fuel card for business use Ongoing training and development Supportive team culture with room to grow Additional Information: Applications close on Friday, 2nd January 2026, if you have not heard from us within 4 weeks of the closing date, please assume your application has been unsuccessful on this occasion. HF Group is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. Please click the APPLY button to send your CV and Cover Letter for this role. Candidates with the experience or relevant job titles of; Electrician, Electrical Installation Engineer, Commercial Electrician, Qualified Electrician, Approved Electrician, Multi Skilled Electrical Technician, Maintenance Electrician, Electrical Testing & Compliance Engineer may also be considered for this role.
Dec 12, 2025
Full time
Job Title : Electricians / Approved Electricians Salary : 35k - 50k per annum (inclusive of overtime and on call) Location: Aberdeen Job Type: Full Time, Permanent HF Group is one of the UK's leading multi-discipline building services contractors, delivering high-quality solutions across Electrical, Mechanical, Fire & Security, Telecommunications, and Automated Controls. With a legacy spanning over 3 centuries and a family culture, we consider all of our employees as part of the family and invaluable assets to our ongoing business. Our head office is in Glasgow with offices in Edinburgh, Manchester, Belfast and Aberdeen, providing services to clients across both public and private sectors throughout the UK. About the Role: As part of our continued growth were searching for skilled and motivated Electricians / Approved Electricians to join our Electrical Division in Aberdeen. The successful candidates will be responsible for delivering high-quality electrical installations, maintenance, and testing across commercial and industrial sites. This is a fantastic opportunity to work on diverse projects while advancing your career in a supportive and safety-focused environment. Key Responsibilities: Carrying out electrical installations in accordance with BS7671 and current building regulations Performing inspection, testing, and certification of electrical systems Diagnosing and repairing faults efficiently and safely Supervising apprentices and junior electricians Maintaining accurate documentation and compliance records Liaising with clients and site managers to ensure smooth project delivery Carrying out regular PPM visits Reviewing engineers' reports and pricing remedial works accordingly, ensuring accuracy and profitability About you: Key Skills, Qualifications and Experience Required: SJIB Electrician / Approved Electrician status or equivalent 18th Edition Wiring Regulations ECS grading card (Gold) C&G 2391 - Inspection & Testing (Preferred) Proven experience in commercial or industrial electrical work Strong understanding of health & safety practices Full UK driving license EV experience is desirable IPAF 3a & 3b is desirable In Return We Offer: Competitive Salary, Paid Weekly and Overtime Opportunities 32 Days Holiday (inclusive of bank holidays) Pension Scheme Death in Service Scheme Private Medical Care Critical Illness Care Perkbox Subscriptions Full uniform / PPE provided Van / fuel card for business use Ongoing training and development Supportive team culture with room to grow Additional Information: Applications close on Friday, 2nd January 2026, if you have not heard from us within 4 weeks of the closing date, please assume your application has been unsuccessful on this occasion. HF Group is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. Please click the APPLY button to send your CV and Cover Letter for this role. Candidates with the experience or relevant job titles of; Electrician, Electrical Installation Engineer, Commercial Electrician, Qualified Electrician, Approved Electrician, Multi Skilled Electrical Technician, Maintenance Electrician, Electrical Testing & Compliance Engineer may also be considered for this role.
Senior Investment Risk Analyst - Private Markets (m f x)
E Fundresearch Barnet, London
Senior Investment Risk Analyst - Private Markets (m f x) London Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge At M&G, our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life, and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns. Through our behaviors of telling it like it is, owning it now, and moving it forward together with care and integrity, we are creating an exceptional place to work for exceptional talent. We consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role. The Role: Senior Investment Risk Analyst - Private Markets The Senior Investment Risk Analyst reports to the Head of Investment Risk. The role involves working closely with the Private Markets team and other relevant departments to identify, assess, and manage investment risks associated with private market investments. The role holder will be responsible for developing and implementing risk management frameworks, conducting risk assessments, and providing expert advice on risk mitigation strategies. They will also monitor and report on risk exposures and ensure compliance with regulatory requirements. Develop strong relationships within the Private Markets Investment team to ensure understanding of investment risks and controls. Collaborate with stakeholders, providing opinions on the status of risk controls to ensure service continuity and customer protection. Embed the Investment Risk Framework within the business to drive risk management initiatives. Act as a business partner for the Private Markets team, offering investment risk advice to support risk management processes. Support new product initiatives through ad hoc project analysis. Analyze model portfolios at pre-launch for market and liquidity risk. Create insightful portfolio analyses for discussions with senior analysts and fund managers. Conduct independent research to uncover portfolio and market risk insights to aid investment decisions. Participate in cross-departmental initiatives to foster collaboration. Coordinate with performance teams to link risk analysis with fund performance. Engage in ad hoc risk analyses during fund management and client interactions. Build stakeholder relationships and demonstrate strong leadership skills. Manage change and governance effectively. Maintain knowledge of industry standards and best practices in investment risk management. Possess solid working knowledge of risk management principles. Have in-depth understanding of private market investments and associated risks, with at least 3 years of relevant experience. Experience in an investment-facing market risk or quantitative finance role is preferred. Hold a degree in finance or a related quantitative field; CFA qualification is desirable. Knowledge of ESG practices is advantageous. Experience coding in R, Python, SQL, and/or PowerBI is highly preferred. Experience with Aladdin is a plus. Excellent communication skills, capable of conveying ideas at different levels. Experience working with large datasets and strong quantitative skills are highly desired. Keen interest in learning and applying new skills.
Dec 12, 2025
Full time
Senior Investment Risk Analyst - Private Markets (m f x) London Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge At M&G, our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life, and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns. Through our behaviors of telling it like it is, owning it now, and moving it forward together with care and integrity, we are creating an exceptional place to work for exceptional talent. We consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role. The Role: Senior Investment Risk Analyst - Private Markets The Senior Investment Risk Analyst reports to the Head of Investment Risk. The role involves working closely with the Private Markets team and other relevant departments to identify, assess, and manage investment risks associated with private market investments. The role holder will be responsible for developing and implementing risk management frameworks, conducting risk assessments, and providing expert advice on risk mitigation strategies. They will also monitor and report on risk exposures and ensure compliance with regulatory requirements. Develop strong relationships within the Private Markets Investment team to ensure understanding of investment risks and controls. Collaborate with stakeholders, providing opinions on the status of risk controls to ensure service continuity and customer protection. Embed the Investment Risk Framework within the business to drive risk management initiatives. Act as a business partner for the Private Markets team, offering investment risk advice to support risk management processes. Support new product initiatives through ad hoc project analysis. Analyze model portfolios at pre-launch for market and liquidity risk. Create insightful portfolio analyses for discussions with senior analysts and fund managers. Conduct independent research to uncover portfolio and market risk insights to aid investment decisions. Participate in cross-departmental initiatives to foster collaboration. Coordinate with performance teams to link risk analysis with fund performance. Engage in ad hoc risk analyses during fund management and client interactions. Build stakeholder relationships and demonstrate strong leadership skills. Manage change and governance effectively. Maintain knowledge of industry standards and best practices in investment risk management. Possess solid working knowledge of risk management principles. Have in-depth understanding of private market investments and associated risks, with at least 3 years of relevant experience. Experience in an investment-facing market risk or quantitative finance role is preferred. Hold a degree in finance or a related quantitative field; CFA qualification is desirable. Knowledge of ESG practices is advantageous. Experience coding in R, Python, SQL, and/or PowerBI is highly preferred. Experience with Aladdin is a plus. Excellent communication skills, capable of conveying ideas at different levels. Experience working with large datasets and strong quantitative skills are highly desired. Keen interest in learning and applying new skills.
HSE Corporate Advisor - South
Sovereign Housing Association Limited Hurn, Dorset
We have a great opportunity to join Sovereign Network Group (SNG) as a HSE Corporate Advisor within our People and Transformation team. You'll be based ideally from our Hurn office with some flexibility around being based from our other locations. This role will combine office and home working to ensure a positive work/life balance. It's an exciting time to join us as Sovereign have joined forces with Network Homes to form SNG (Sovereign Network Group). Together we provide over 84,000 homes and invest in communities across London and the South of England - our purpose being to provide quality affordable homes and places that people love for generations. The Role You will inspire and influence SNG leaders and colleagues towards SNG's vision of Everyone, Safe and Well (ES&W) and the supporting strategy. Generate, promote and help embed a strong safety culture, providing professional, unbiased practical, accurate and clear advice to the business. The role will guide and support stakeholders in interpreting and applying relevant HSE regulatory and organisational requirements as necessary. Key Responsibilities Build strong professional working relationships with key stakeholders across CIDO, Workplace, C&N, and community foundation Deliver subject matter expertise on HSE taking ownership through to completion in providing competent expert coaching, advice, and guidance, working in collaboration with business stakeholders to drive continuous improvement Conduct safety visits in the field partnering with stakeholders - this will include development sites, offices, and community locations, providing guidance to front line colleagues and Managers, leading by example and recommending good practice and areas for improvement Coach and promote visible safety leadership, lead and implement initiatives to establish a strong safety mindset Lead, support, and guide relevant stakeholders the incident management process Understand, interpret and support the business apply relevant regulations, in particular, supporting CIDO colleagues apply CDM regulations to varies project types Liaise with stakeholders supporting evaluations as part of relevant tender processes Lead, guide and coach line managers on the risk assessment process, providing technical expertise in hazard identification, risk assessment and the design of suitable and sufficient controls Promote good environmental operational awareness and working practices within the organisation Support with DSE assessments as part of the DSE process for reasonable adjustments We are looking for someone who has Experience in HSE roles Deep understanding of Health & Safety regulations Nebosh National General Certificate Willingness to travel frequently within identified areas to support as required Excellent communication skills Ability to work well within a team Benefits We have some great benefits at SNG, including: 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days) Chance to buy or sell holiday as part of our flexible benefits package 3 additional Wellbeing days and 2 paid volunteering days Generous matched pension scheme up to 12% and Life cover at 4x salary Enhanced maternity/adoption pay Enhanced paternity pay - 6 weeks full pay (after 26 weeks' service) Options for private medical insurance, dental insurance and critical illness cover Wellbeing discounts, including Gym Memberships and access to a 24/7 virtual GP service We are committed to our Equality Diversity and Inclusion strategy and believe that you can truly be yourself at SNG. This is a great opportunity to join the team as we progress through an exciting period of change at SNG. We pride ourselves on having a relaxed, supportive and forward-thinking culture, working collaboratively to achieve success.
Dec 12, 2025
Full time
We have a great opportunity to join Sovereign Network Group (SNG) as a HSE Corporate Advisor within our People and Transformation team. You'll be based ideally from our Hurn office with some flexibility around being based from our other locations. This role will combine office and home working to ensure a positive work/life balance. It's an exciting time to join us as Sovereign have joined forces with Network Homes to form SNG (Sovereign Network Group). Together we provide over 84,000 homes and invest in communities across London and the South of England - our purpose being to provide quality affordable homes and places that people love for generations. The Role You will inspire and influence SNG leaders and colleagues towards SNG's vision of Everyone, Safe and Well (ES&W) and the supporting strategy. Generate, promote and help embed a strong safety culture, providing professional, unbiased practical, accurate and clear advice to the business. The role will guide and support stakeholders in interpreting and applying relevant HSE regulatory and organisational requirements as necessary. Key Responsibilities Build strong professional working relationships with key stakeholders across CIDO, Workplace, C&N, and community foundation Deliver subject matter expertise on HSE taking ownership through to completion in providing competent expert coaching, advice, and guidance, working in collaboration with business stakeholders to drive continuous improvement Conduct safety visits in the field partnering with stakeholders - this will include development sites, offices, and community locations, providing guidance to front line colleagues and Managers, leading by example and recommending good practice and areas for improvement Coach and promote visible safety leadership, lead and implement initiatives to establish a strong safety mindset Lead, support, and guide relevant stakeholders the incident management process Understand, interpret and support the business apply relevant regulations, in particular, supporting CIDO colleagues apply CDM regulations to varies project types Liaise with stakeholders supporting evaluations as part of relevant tender processes Lead, guide and coach line managers on the risk assessment process, providing technical expertise in hazard identification, risk assessment and the design of suitable and sufficient controls Promote good environmental operational awareness and working practices within the organisation Support with DSE assessments as part of the DSE process for reasonable adjustments We are looking for someone who has Experience in HSE roles Deep understanding of Health & Safety regulations Nebosh National General Certificate Willingness to travel frequently within identified areas to support as required Excellent communication skills Ability to work well within a team Benefits We have some great benefits at SNG, including: 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days) Chance to buy or sell holiday as part of our flexible benefits package 3 additional Wellbeing days and 2 paid volunteering days Generous matched pension scheme up to 12% and Life cover at 4x salary Enhanced maternity/adoption pay Enhanced paternity pay - 6 weeks full pay (after 26 weeks' service) Options for private medical insurance, dental insurance and critical illness cover Wellbeing discounts, including Gym Memberships and access to a 24/7 virtual GP service We are committed to our Equality Diversity and Inclusion strategy and believe that you can truly be yourself at SNG. This is a great opportunity to join the team as we progress through an exciting period of change at SNG. We pride ourselves on having a relaxed, supportive and forward-thinking culture, working collaboratively to achieve success.
LV=
Security Consultant (Architect)
LV= Bournemouth, Dorset
About the Role We have an exciting opportunity for a proactive and technical Security Consultant (Architect) to join our Information Security team. You will play a crucial role in ensuring the confidentiality, integrity, and availability of our organisational information assets. Join our team if you have a thorough understanding of information security principles and a passion for designing and implementing robust security measures. The role will be based at our Bournemouth office on a hybrid working pattern. Key Responsibilities Security Architecture: Lead the design and development of secure enterprise systems, networks, and solutions, ensuring alignment with organisational risk appetite, industry standards, and regulatory requirements. Collaborate with enterprise and technical architects to maintain and evolve comprehensive security architecture documentation and design effective security controls. Serve as the security representative on governance boards and committees as designated by the Head of Information Security. Support specialist testing initiatives such as red team engagements and advanced threat simulations, including scoping, execution, and review. Continuously develop professional knowledge and expertise, staying abreast of emerging security trends, technologies, and best practices. Risk Management: Participate in enterprise level risk assessments to identify, analyse, and mitigate potential security vulnerabilities across systems and processes. Contribute to the development and refinement of risk management strategies, frameworks, and policies to align with business objectives and regulatory requirements. Maintain awareness of emerging threats, vulnerabilities, and threat actor tactics, adapting security architecture and controls to address evolving risks. Security Awareness: Promote security awareness by delivering expert guidance and training on secure architecture principles and best practices, while advising stakeholders on security related enquiries. Enhance security practices through continuous feedback to improve processes, methodologies, and architectural standards. Security Policies and Procedures: Develop and maintain information security policies, standards, and procedures, ensuring clear communication and integration across the organisation to ensure a robust and cohesive security posture. Collaborate with business and technical teams to embed security requirements and best practices into enterprise processes and solution designs. Technology Evaluation: Evaluate emerging technologies, tools and architectural approaches to strengthen security capabilities, and articulate the business value of new security controls investments. Partner with IT and business stakeholders to integrate security requirements into technology selection, solution design, and implementation. About You Demonstrable expertise and practical experience in the following areas: Define and document security requirements to support financial systems Perform security architecture assurance activities, evaluate solution designs against Information Security Management System (ISMS) controls, regulatory obligations (e.g. FCA, PRA, EBA), and internal security standards Design and advise on secure application and system development practices, including adherence to OWASP principles, secure coding standards, and secure configuration baselines relevant to financial services Architect and integrate secure systems, with a focus on strong authentication, authorisation, encryption, and access control, especially for systems processing sensitive financial data Provide security consultancy and architectural guidance to business and technology projects, ensuring alignment with financial industry threat landscapes, compliance obligations, and business objectives Apply architectural frameworks, techniques, and methodologies such as the NIST Cybersecurity Framework, NIST SP , ISO 27001/2, CIS Controls, and financial services regulatory guidance Develop and maintain technical security policies, standards tailored for financial services operations Experience in one or more architectural domains, including application architecture, middleware, infrastructure, or enterprise architecture, particularly in financial contexts Strong working knowledge of securing cloud services and environments (SaaS, PaaS, IaaS), including considerations for financial regulatory compliance, data residency, and third party risk management Excellent skills in communication, negotiation, and stakeholder engagement, with the ability to translate complex technical concepts into clear, business focused language for financial services audiences Demonstrated pragmatism and business acumen, balancing security requirements with innovation, customer experience, and regulatory demands in the financial sector Desirable Professional security certifications relevant to architecture and the financial sector, such as CISSP, ISSAP, CISM, or SABSA Chartered Architect (any level) Industry specific qualifications, such as Chartered Insurance Institute (CII) accreditation, Financial Risk Manager (FRM), or other relevant financial certifications Experience working within regulated financial services organisations, with familiarity with key regulatory frameworks including FCA, PRA, EBA, PSD2, GDPR, DORA, and Basel III Rewards & Benefits This role is a Band C in the LV= Structure. At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers. We'll reward your hard work with an attractive, competitive salary and benefits package, which includes: 30 days' holiday. The opportunity to buy or sell up to five days of holiday. An annual bonus scheme based on company and personal performance. Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance. Competitive pension scheme - LV= Life and Pensions will double match the amount you pay, up to 14% (subject to National Minimum Wage requirements). Group Life Assurance of four times your basic pay to your dependents (you'll have the option to increase this to 8 cover). Group Income Protection, if you enrol into the pension scheme and reach 5 years of service. Employee Assistance Programme (EAP) service for support when you need it. Virtual GP service. Shared parental leave. Up to 20% discount on our life products for you and your immediate family. Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered. About Us We're proud of our inclusive culture at LV= and, as an equal opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it's right for you, our members and customers, and our business, then we'll do everything we can to make it happen.
Dec 12, 2025
Full time
About the Role We have an exciting opportunity for a proactive and technical Security Consultant (Architect) to join our Information Security team. You will play a crucial role in ensuring the confidentiality, integrity, and availability of our organisational information assets. Join our team if you have a thorough understanding of information security principles and a passion for designing and implementing robust security measures. The role will be based at our Bournemouth office on a hybrid working pattern. Key Responsibilities Security Architecture: Lead the design and development of secure enterprise systems, networks, and solutions, ensuring alignment with organisational risk appetite, industry standards, and regulatory requirements. Collaborate with enterprise and technical architects to maintain and evolve comprehensive security architecture documentation and design effective security controls. Serve as the security representative on governance boards and committees as designated by the Head of Information Security. Support specialist testing initiatives such as red team engagements and advanced threat simulations, including scoping, execution, and review. Continuously develop professional knowledge and expertise, staying abreast of emerging security trends, technologies, and best practices. Risk Management: Participate in enterprise level risk assessments to identify, analyse, and mitigate potential security vulnerabilities across systems and processes. Contribute to the development and refinement of risk management strategies, frameworks, and policies to align with business objectives and regulatory requirements. Maintain awareness of emerging threats, vulnerabilities, and threat actor tactics, adapting security architecture and controls to address evolving risks. Security Awareness: Promote security awareness by delivering expert guidance and training on secure architecture principles and best practices, while advising stakeholders on security related enquiries. Enhance security practices through continuous feedback to improve processes, methodologies, and architectural standards. Security Policies and Procedures: Develop and maintain information security policies, standards, and procedures, ensuring clear communication and integration across the organisation to ensure a robust and cohesive security posture. Collaborate with business and technical teams to embed security requirements and best practices into enterprise processes and solution designs. Technology Evaluation: Evaluate emerging technologies, tools and architectural approaches to strengthen security capabilities, and articulate the business value of new security controls investments. Partner with IT and business stakeholders to integrate security requirements into technology selection, solution design, and implementation. About You Demonstrable expertise and practical experience in the following areas: Define and document security requirements to support financial systems Perform security architecture assurance activities, evaluate solution designs against Information Security Management System (ISMS) controls, regulatory obligations (e.g. FCA, PRA, EBA), and internal security standards Design and advise on secure application and system development practices, including adherence to OWASP principles, secure coding standards, and secure configuration baselines relevant to financial services Architect and integrate secure systems, with a focus on strong authentication, authorisation, encryption, and access control, especially for systems processing sensitive financial data Provide security consultancy and architectural guidance to business and technology projects, ensuring alignment with financial industry threat landscapes, compliance obligations, and business objectives Apply architectural frameworks, techniques, and methodologies such as the NIST Cybersecurity Framework, NIST SP , ISO 27001/2, CIS Controls, and financial services regulatory guidance Develop and maintain technical security policies, standards tailored for financial services operations Experience in one or more architectural domains, including application architecture, middleware, infrastructure, or enterprise architecture, particularly in financial contexts Strong working knowledge of securing cloud services and environments (SaaS, PaaS, IaaS), including considerations for financial regulatory compliance, data residency, and third party risk management Excellent skills in communication, negotiation, and stakeholder engagement, with the ability to translate complex technical concepts into clear, business focused language for financial services audiences Demonstrated pragmatism and business acumen, balancing security requirements with innovation, customer experience, and regulatory demands in the financial sector Desirable Professional security certifications relevant to architecture and the financial sector, such as CISSP, ISSAP, CISM, or SABSA Chartered Architect (any level) Industry specific qualifications, such as Chartered Insurance Institute (CII) accreditation, Financial Risk Manager (FRM), or other relevant financial certifications Experience working within regulated financial services organisations, with familiarity with key regulatory frameworks including FCA, PRA, EBA, PSD2, GDPR, DORA, and Basel III Rewards & Benefits This role is a Band C in the LV= Structure. At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers. We'll reward your hard work with an attractive, competitive salary and benefits package, which includes: 30 days' holiday. The opportunity to buy or sell up to five days of holiday. An annual bonus scheme based on company and personal performance. Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance. Competitive pension scheme - LV= Life and Pensions will double match the amount you pay, up to 14% (subject to National Minimum Wage requirements). Group Life Assurance of four times your basic pay to your dependents (you'll have the option to increase this to 8 cover). Group Income Protection, if you enrol into the pension scheme and reach 5 years of service. Employee Assistance Programme (EAP) service for support when you need it. Virtual GP service. Shared parental leave. Up to 20% discount on our life products for you and your immediate family. Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered. About Us We're proud of our inclusive culture at LV= and, as an equal opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it's right for you, our members and customers, and our business, then we'll do everything we can to make it happen.
Deloitte LLP
Manager, Indirect Tax, Financial Investors
Deloitte LLP City, Birmingham
Birmingham, Bristol, Cambridge, Edinburgh, Leeds, London, Manchester, Newcastle, Reading Business Line Job Type Permanent / FTC Date published 01-Jan-2025 16372 Connect to your Industry Deloitte's Financial Investors Indirect Tax team has grown rapidly and to continue that growth is looking to recruit high calibre individuals at Manager level. The Indirect Tax Practice is regarded within the firm as one of the leading and most successful service lines, with a reputation for being proactive, entrepreneurial, successful and fun to work with. We reward our employees on merit and not time served. Working for us will present you with the opportunity to get involved with high profile clients and expand your horizons. Within the Indirect Tax practice, through the merging of our successful M&A and Real Estate indirect tax teams in 2019 we formed a Financial Investors team. It has seen consistent and significant growth since then (both in revenue and team size). The team has exciting plans for even further growth over the coming years, operating in an area considered a major priority. The team sits within the Indirect Tax group and primarily works alongside Deloitte's Financial Investors Tax team - one of the most dynamic and fast-growing areas of the business. The team advises across all aspects of VAT for our financial investor clients - working on many of the highest value private equity and real estate transactions in the UK and Europe, supporting high profile investment businesses on their VAT positions and advising private equity backed businesses in all sectors. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Working in Deloitte's Financial Investors VAT team will present any new member with the opportunity to become involved in challenging and interesting work, where innovation is welcomed, and team spirit is vibrant and sociable. Having formed a diverse and successful team of 30+ individuals, led by 4 Partners, we are now looking to bring in additional experienced individuals to join the team, help us pursue new growth opportunities and bring a fresh perspective. We are looking for people with experience in the working on transactions and / or real estate matters. Your skill set will be enhanced with us, and there will be plenty of opportunity for you to progress quickly, as you work on engagements involving a diverse range of clients with specific needs and requirements. As you are given the autonomy to establish your own contacts within a client and reach your own solutions your independence will be accelerated. It is up to you to take this independence and build your own network. Whilst autonomy is encouraged the team network will always be available when you need support and advice. You will have responsibility for: Leading small teams day-to-day on client engagements (likely to be a balance of transaction projects and advisory work), supported by a Director or Partner Assisting with deepening relationships with clients and targets, contributing to winning new work Assisting with developing Analysts with hands on advice and support Input into development of new market opportunities locally, nationally and internationally with an opportunity to lead the market development of the new ideas Working closely with colleagues in other parts of the firm Helping to shape the culture and goals of the team, ensuring it remains a great place to work Having a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; having a clear understanding of the firm's commitment to creating a more inclusive culture Connect to your skills and professional experience To qualify for the role, you must have: Relevant experience either in practice, industry or with HMRC Excellent client facing, relationship building and business development skills, coupled with commercial awareness within a relevant industry The ability to be proactive, identify opportunities, take early responsibility and lead project teams Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting "The best part of my job at Deloitte is working in a forward-thinking team and working on high profile projects. I also feel like I'm constantly exposed to new ideas and skills, which is great for learning and professional development" -Ben, Real Estate Our hybrid working policy You'll be based in one of our UK locations with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Connect to your return to work opportunity Are you looking to return to the workplace after an extended career break? For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day . click apply for full job details
Dec 11, 2025
Full time
Birmingham, Bristol, Cambridge, Edinburgh, Leeds, London, Manchester, Newcastle, Reading Business Line Job Type Permanent / FTC Date published 01-Jan-2025 16372 Connect to your Industry Deloitte's Financial Investors Indirect Tax team has grown rapidly and to continue that growth is looking to recruit high calibre individuals at Manager level. The Indirect Tax Practice is regarded within the firm as one of the leading and most successful service lines, with a reputation for being proactive, entrepreneurial, successful and fun to work with. We reward our employees on merit and not time served. Working for us will present you with the opportunity to get involved with high profile clients and expand your horizons. Within the Indirect Tax practice, through the merging of our successful M&A and Real Estate indirect tax teams in 2019 we formed a Financial Investors team. It has seen consistent and significant growth since then (both in revenue and team size). The team has exciting plans for even further growth over the coming years, operating in an area considered a major priority. The team sits within the Indirect Tax group and primarily works alongside Deloitte's Financial Investors Tax team - one of the most dynamic and fast-growing areas of the business. The team advises across all aspects of VAT for our financial investor clients - working on many of the highest value private equity and real estate transactions in the UK and Europe, supporting high profile investment businesses on their VAT positions and advising private equity backed businesses in all sectors. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity Working in Deloitte's Financial Investors VAT team will present any new member with the opportunity to become involved in challenging and interesting work, where innovation is welcomed, and team spirit is vibrant and sociable. Having formed a diverse and successful team of 30+ individuals, led by 4 Partners, we are now looking to bring in additional experienced individuals to join the team, help us pursue new growth opportunities and bring a fresh perspective. We are looking for people with experience in the working on transactions and / or real estate matters. Your skill set will be enhanced with us, and there will be plenty of opportunity for you to progress quickly, as you work on engagements involving a diverse range of clients with specific needs and requirements. As you are given the autonomy to establish your own contacts within a client and reach your own solutions your independence will be accelerated. It is up to you to take this independence and build your own network. Whilst autonomy is encouraged the team network will always be available when you need support and advice. You will have responsibility for: Leading small teams day-to-day on client engagements (likely to be a balance of transaction projects and advisory work), supported by a Director or Partner Assisting with deepening relationships with clients and targets, contributing to winning new work Assisting with developing Analysts with hands on advice and support Input into development of new market opportunities locally, nationally and internationally with an opportunity to lead the market development of the new ideas Working closely with colleagues in other parts of the firm Helping to shape the culture and goals of the team, ensuring it remains a great place to work Having a broader perspective of potential issues encountered when managing diverse teams and the strategies to overcome them; having a clear understanding of the firm's commitment to creating a more inclusive culture Connect to your skills and professional experience To qualify for the role, you must have: Relevant experience either in practice, industry or with HMRC Excellent client facing, relationship building and business development skills, coupled with commercial awareness within a relevant industry The ability to be proactive, identify opportunities, take early responsibility and lead project teams Connect to your business -Tax Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own. Tax Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious" -Oliver, Tax Consulting "The best part of my job at Deloitte is working in a forward-thinking team and working on high profile projects. I also feel like I'm constantly exposed to new ideas and skills, which is great for learning and professional development" -Ben, Real Estate Our hybrid working policy You'll be based in one of our UK locations with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritiseyour wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Connect to your return to work opportunity Are you looking to return to the workplace after an extended career break? For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead. Connect to your next step A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day . click apply for full job details

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