Leveraged Finance Underwriting ("LFU") is seeking a Senior Vice President (SVP) to join the team. The SVP is an experienced Senior Underwriter level professional that will work with the full team to lead and drive best in class transaction underwriting with a goal of materially enhancing Citi's end to end Leveraged Lending credit management process. LFU Underwriters will be actively involved in Citi's credit approval and origination process for leveraged finance transactions, assisting clients in raising funds in the capital markets, as well as providing ongoing oversight of Citi's credit monitoring support for Citi's Leveraged Lending portfolio. Our Senior Underwriters have a comprehensive understanding of the wide range of complex financial issues facing our clients and can provide the opportunity to further develop an enhanced set of core credit skills. Combined with an appreciation of the broad set of services offered by Citi, this understanding allows us to effectively deliver innovative solutions to our clients, as well as properly manage the credit exposure within global Citi's Leveraged Lending portfolio. Role and Responsibilities Work with team of Underwriters to oversee and provide critical support and leadership across LFU's core functions: (1) Leveraged Finance transaction origination (LBO & Corporates) and credit approval; (2) periodic credit monitoring; (3) portfolio management and early problem recognition; (4) global leveraged lending related projects and strategic initiatives Collaborate with our product partners in Leverage Finance Capital Markets, Investment Banking, Corporate Banking and Risk, to carry out complex leveraged deal approvals for both Sponsors and Corporates. Work as part of the deal team, coordinating the deal execution, participating in due diligence, assessing risks and seeking committee approval on behalf of clients Interact regularly with our product partners in Leverage Finance Capital Markets Origination and Legal counsel (both internal and external) developing the ability to understand the deal structuring/terms and ensure they are properly documented and approved as per Citi's Standards Evaluate and gain a strong understanding of clients' business, financial performance and key credit drivers across various industries with the ability to raise issues and concerns as needed Review and analyze models used for enterprise valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to senior Business and Risk Supervise NY-based Analysts and Associates in coordination with LFU Mumbai to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group Help manage the LFU junior team (i.e., Analysts and Associates), responsible for their credit training and mentoring throughout their tenure in the group Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market Thought leader to help develop and execute on a robust governance framework for the credit underwriting end to end processes Remain current on all relevant Leveraged Lending market trends and issues Qualifications 8+ years relevant leveraged lending underwriting experience. Prior experience working in a regulatory and compliance policy environment Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations Demonstrated advanced knowledge of accounting theory and its practical application in the credit underwriting process Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast paced environment Effective inter personal and written/verbal communication skills Thorough problem recognition and resolution skills Pro active disposition with ability to work autonomously and within a team. Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources Exercises wide degree of latitude and discretion Significant impact on the area through complex deliverables Provides advice and counsel related to the technology or operations of the business Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub function/job family Education Bachelor's/University degree, MBA/MSc degree preferred Benefits and Compensation Primary Location: Reston, VA, United States. Salary Range: $155,360.00 - $233,040.00. In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Mar 05, 2026. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please contact us for accessibility support. View Citi's EEO Policy Statement and the Know Your Rights poster.
Mar 03, 2026
Full time
Leveraged Finance Underwriting ("LFU") is seeking a Senior Vice President (SVP) to join the team. The SVP is an experienced Senior Underwriter level professional that will work with the full team to lead and drive best in class transaction underwriting with a goal of materially enhancing Citi's end to end Leveraged Lending credit management process. LFU Underwriters will be actively involved in Citi's credit approval and origination process for leveraged finance transactions, assisting clients in raising funds in the capital markets, as well as providing ongoing oversight of Citi's credit monitoring support for Citi's Leveraged Lending portfolio. Our Senior Underwriters have a comprehensive understanding of the wide range of complex financial issues facing our clients and can provide the opportunity to further develop an enhanced set of core credit skills. Combined with an appreciation of the broad set of services offered by Citi, this understanding allows us to effectively deliver innovative solutions to our clients, as well as properly manage the credit exposure within global Citi's Leveraged Lending portfolio. Role and Responsibilities Work with team of Underwriters to oversee and provide critical support and leadership across LFU's core functions: (1) Leveraged Finance transaction origination (LBO & Corporates) and credit approval; (2) periodic credit monitoring; (3) portfolio management and early problem recognition; (4) global leveraged lending related projects and strategic initiatives Collaborate with our product partners in Leverage Finance Capital Markets, Investment Banking, Corporate Banking and Risk, to carry out complex leveraged deal approvals for both Sponsors and Corporates. Work as part of the deal team, coordinating the deal execution, participating in due diligence, assessing risks and seeking committee approval on behalf of clients Interact regularly with our product partners in Leverage Finance Capital Markets Origination and Legal counsel (both internal and external) developing the ability to understand the deal structuring/terms and ensure they are properly documented and approved as per Citi's Standards Evaluate and gain a strong understanding of clients' business, financial performance and key credit drivers across various industries with the ability to raise issues and concerns as needed Review and analyze models used for enterprise valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to senior Business and Risk Supervise NY-based Analysts and Associates in coordination with LFU Mumbai to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group Help manage the LFU junior team (i.e., Analysts and Associates), responsible for their credit training and mentoring throughout their tenure in the group Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market Thought leader to help develop and execute on a robust governance framework for the credit underwriting end to end processes Remain current on all relevant Leveraged Lending market trends and issues Qualifications 8+ years relevant leveraged lending underwriting experience. Prior experience working in a regulatory and compliance policy environment Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations Demonstrated advanced knowledge of accounting theory and its practical application in the credit underwriting process Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast paced environment Effective inter personal and written/verbal communication skills Thorough problem recognition and resolution skills Pro active disposition with ability to work autonomously and within a team. Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources Exercises wide degree of latitude and discretion Significant impact on the area through complex deliverables Provides advice and counsel related to the technology or operations of the business Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub function/job family Education Bachelor's/University degree, MBA/MSc degree preferred Benefits and Compensation Primary Location: Reston, VA, United States. Salary Range: $155,360.00 - $233,040.00. In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Mar 05, 2026. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please contact us for accessibility support. View Citi's EEO Policy Statement and the Know Your Rights poster.
Want to do the best work of your life? With 24 million customers in 6 countries, make your mark at Europe's leading media and entertainment brand. A workplace where you can proudly be yourself; our people make Sky a truly exciting and inclusive place to work. What you'll do: We are looking for highly motivated people who have a good eye for numbers, enjoy spotting opportunities, then more importantly, enjoy doing something about it. Provide deeper analysis on historic performance with a bigger picture lens, highlighting customer behaviours and product trends to improve and deliver weekly/quarterly/yearly objectives. You will be able to explain drivers of performance succinctly and in a timely manner to senior stakeholders whilst getting senior stakeholders buy in Find innovate ways for us to drive performance across products by understanding levers to improve performance. Formulating end to end plans to achieve objectives using bigger picture analysis, working closely with Base Management, Trading Performance and Customer Service teams Own end to end initiatives for growth and improved P&L performance Provide quarterly wash ups of Trading Performance and frequently engage stakeholders of newly formed analysis Work on strategic projects where you seek to identify and size opportunities across products in your channel. Form recommendations and present to senior stakeholders Build positive relationships with stakeholders across the matrix based on collaboration, trust and delivery Identify reporting needs and build tableau dashboards for all levels of stakeholders to use What you'll bring: First and foremost, we are looking for proactive and inquisitive personalities who enjoy working with numbers. You will be commercial aware and if you come from a role as a commercial/ecommerce manager, analyst, buyer or any type of role where you used data to help shape decisions in the company then this role could appeal to you. You'll be a strategic thinker - able to take complex ideas and simplify them into a plan that is forward looking and puts the customer first You'll be brilliant at translating customer insight into strong commercial strategies that drive momentum and strong business performance You'll be very commercially aware and numerate, able to size commercial opportunities and influence your network to keep us focused on what's important You'll have strong analytical skills and be confident using Microsoft Excel and PowerPoint - producing packs and business cases that cut through complexity and lead straight to a decision You'll have some experience with GenAI-driven automations that reduce manual analysis time and free up capacity for higher-value commercial strategy work You'll be excellent at collaborating with stakeholders, and skilled at communicating up, down and across the organisation You'll be a strong communicator, confident at presenting your recommendations across the organisation and able to bring stakeholders on a journey Traits we look for: Energy - thrives in a fast-paced environment Inquisitive - naturally curious and wants to find out more about what's driving performance and customer behaviour Growth - you are keen to learn, ask lots of questions and know your strengths and areas to work on Team overview: Customer Growth are the heartbeat of Sky. We are responsible for the commercial health (acquisition and retention) of our TV, Broadband and Mobile subscription business . You'll work really closely with the product P&Ls, -pulling together plans to hit commercial targets or find opportunities to drive further benefit, then execute these across our channels through various initiatives and pieces of analysis. As a result, this role will allow you to rapidly build an internal network across Sky. So, if you want to work across large groups of diverse teams in a high-profile role, then this could be for you! The Rewards: There's a reason people can't stop talking about . Our great range of rewards really are something special, here are just a few: Sky Q, for the TV you love all in one place A generous pension package Private healthcare Discounted mobile and broadband Access a wide range of exclusive Sky VIP rewards and experiences How you'll work: We know the world has changed, and we want to offer our employees the chance to collaborate at our unique office spaces, whilst enjoying the convenience of working from home. We've adopted a hybrid working approach to give more flexibility on where and how we work. You'll find out more about what this means for this role during the recruitment process. Your office base: Osterley: Our Osterley Campus is a 10-minute walk from Syon Lane train station. Or you can hop on one of our free shuttle buses that run to and from Osterley, Gunnersbury, Ealing Broadway and South Ealing tube stations. There's also plenty of bike shelters and showers. On campus, you'll find 13 subsidised restaurants, cafes, and a Waitrose. You can keep in shape at our subsidised gym, catch the latest shows and movies at our cinema, get your car washed and even get pampered at our beauty salon. Inclusion: At Sky we don't just look at your CV. We're more focused on who you are and your potential. We also know that everyone has a life outside work, so we're happy to discuss flexible working. We are a Disability Confident Accredited Employer, and welcome and encourage applications from all candidates. We will look to ensure a fair and consistent experience for all, and will make reasonable adjustments to support you where appropriate. Please flag any adjustments you need to your recruiter as early as you can Why wait? Apply now to build an amazing career and be part of a brilliant team. We can't wait to hear from you. To find out more about working with us, search on social media. Just so you know: if your application is successful, we'll ask you to complete a criminal record check. And depending on the role you have applied for and the nature of any convictions you may have, we might have to withdraw the offer.
Mar 03, 2026
Full time
Want to do the best work of your life? With 24 million customers in 6 countries, make your mark at Europe's leading media and entertainment brand. A workplace where you can proudly be yourself; our people make Sky a truly exciting and inclusive place to work. What you'll do: We are looking for highly motivated people who have a good eye for numbers, enjoy spotting opportunities, then more importantly, enjoy doing something about it. Provide deeper analysis on historic performance with a bigger picture lens, highlighting customer behaviours and product trends to improve and deliver weekly/quarterly/yearly objectives. You will be able to explain drivers of performance succinctly and in a timely manner to senior stakeholders whilst getting senior stakeholders buy in Find innovate ways for us to drive performance across products by understanding levers to improve performance. Formulating end to end plans to achieve objectives using bigger picture analysis, working closely with Base Management, Trading Performance and Customer Service teams Own end to end initiatives for growth and improved P&L performance Provide quarterly wash ups of Trading Performance and frequently engage stakeholders of newly formed analysis Work on strategic projects where you seek to identify and size opportunities across products in your channel. Form recommendations and present to senior stakeholders Build positive relationships with stakeholders across the matrix based on collaboration, trust and delivery Identify reporting needs and build tableau dashboards for all levels of stakeholders to use What you'll bring: First and foremost, we are looking for proactive and inquisitive personalities who enjoy working with numbers. You will be commercial aware and if you come from a role as a commercial/ecommerce manager, analyst, buyer or any type of role where you used data to help shape decisions in the company then this role could appeal to you. You'll be a strategic thinker - able to take complex ideas and simplify them into a plan that is forward looking and puts the customer first You'll be brilliant at translating customer insight into strong commercial strategies that drive momentum and strong business performance You'll be very commercially aware and numerate, able to size commercial opportunities and influence your network to keep us focused on what's important You'll have strong analytical skills and be confident using Microsoft Excel and PowerPoint - producing packs and business cases that cut through complexity and lead straight to a decision You'll have some experience with GenAI-driven automations that reduce manual analysis time and free up capacity for higher-value commercial strategy work You'll be excellent at collaborating with stakeholders, and skilled at communicating up, down and across the organisation You'll be a strong communicator, confident at presenting your recommendations across the organisation and able to bring stakeholders on a journey Traits we look for: Energy - thrives in a fast-paced environment Inquisitive - naturally curious and wants to find out more about what's driving performance and customer behaviour Growth - you are keen to learn, ask lots of questions and know your strengths and areas to work on Team overview: Customer Growth are the heartbeat of Sky. We are responsible for the commercial health (acquisition and retention) of our TV, Broadband and Mobile subscription business . You'll work really closely with the product P&Ls, -pulling together plans to hit commercial targets or find opportunities to drive further benefit, then execute these across our channels through various initiatives and pieces of analysis. As a result, this role will allow you to rapidly build an internal network across Sky. So, if you want to work across large groups of diverse teams in a high-profile role, then this could be for you! The Rewards: There's a reason people can't stop talking about . Our great range of rewards really are something special, here are just a few: Sky Q, for the TV you love all in one place A generous pension package Private healthcare Discounted mobile and broadband Access a wide range of exclusive Sky VIP rewards and experiences How you'll work: We know the world has changed, and we want to offer our employees the chance to collaborate at our unique office spaces, whilst enjoying the convenience of working from home. We've adopted a hybrid working approach to give more flexibility on where and how we work. You'll find out more about what this means for this role during the recruitment process. Your office base: Osterley: Our Osterley Campus is a 10-minute walk from Syon Lane train station. Or you can hop on one of our free shuttle buses that run to and from Osterley, Gunnersbury, Ealing Broadway and South Ealing tube stations. There's also plenty of bike shelters and showers. On campus, you'll find 13 subsidised restaurants, cafes, and a Waitrose. You can keep in shape at our subsidised gym, catch the latest shows and movies at our cinema, get your car washed and even get pampered at our beauty salon. Inclusion: At Sky we don't just look at your CV. We're more focused on who you are and your potential. We also know that everyone has a life outside work, so we're happy to discuss flexible working. We are a Disability Confident Accredited Employer, and welcome and encourage applications from all candidates. We will look to ensure a fair and consistent experience for all, and will make reasonable adjustments to support you where appropriate. Please flag any adjustments you need to your recruiter as early as you can Why wait? Apply now to build an amazing career and be part of a brilliant team. We can't wait to hear from you. To find out more about working with us, search on social media. Just so you know: if your application is successful, we'll ask you to complete a criminal record check. And depending on the role you have applied for and the nature of any convictions you may have, we might have to withdraw the offer.
Job Title: BTL Support Analyst Location: West London Salary: 27,500 per annum Employment Type: Permanent Sector: International Banking About the Role An international bank based in West London is seeking a BTL Support Analyst to join its Intermediary Services team. This permanent role offers an excellent opportunity to support the growth of the Bank's Buy-to-Let (BTL) mortgage business by working closely with brokers, internal sales teams, and key stakeholders to deliver a seamless end-to-end customer journey. Reporting to the Head of Intermediary Services, you will play a vital role in managing the BTL pipeline, supporting case origination, and ensuring efficient progression from packaging through to completion. Key Responsibilities Support Buy-to-Let sales activity by providing excellent service to brokers and customers, while managing the internal execution process Act as the key liaison point for intermediaries, ensuring smooth progression of cases through packaging, review, valuation, and completion stages Build and maintain strong relationships with brokers, keeping them informed of products, lending criteria, and packaging requirements Provide regular updates to Business Development Managers (BDMs) and brokers on case progress, outstanding actions, and escalations Maintain key management information (MI) to track and demonstrate progress across the sales pipeline Efficiently manage the business pipeline by diarising, monitoring milestones, and following up on leads Support brokers with case submissions, ensuring quality and accuracy of applications Liaise closely with internal stakeholders including Sales, Products, Underwriting, Credit Administration, and Intermediary Business Delivery Ensure full compliance with bank policies, procedures, and relevant regulatory requirements Undertake general administration, reporting, and communication duties Occasionally attend business meetings, networking events, or industry functions to promote brand awareness and identify new opportunities Carry out any additional responsibilities as delegated by line management Skills & Experience Required Proven experience in Buy-to-Let mortgages and intermediary-based lending Strong relationship management and business execution capability Good understanding of the mortgage marketplace and broker environment Experience liaising with multiple internal and external stakeholders Sound understanding of the regulatory environment and its impact on mortgage business Ability to manage multiple cases simultaneously and work under pressure Strong organisational, communication, and interpersonal skills Self-motivated, able to work on own initiative, and adaptable to change Methodical, tactical, and commercially aware approach with a collaborative mindset Why Apply? This is an excellent opportunity to join a well-established international bank, offering stability, exposure to the Buy-to-Let mortgage market, and the chance to build strong industry relationships within a supportive team environment. If you'd like, I can:
Mar 02, 2026
Full time
Job Title: BTL Support Analyst Location: West London Salary: 27,500 per annum Employment Type: Permanent Sector: International Banking About the Role An international bank based in West London is seeking a BTL Support Analyst to join its Intermediary Services team. This permanent role offers an excellent opportunity to support the growth of the Bank's Buy-to-Let (BTL) mortgage business by working closely with brokers, internal sales teams, and key stakeholders to deliver a seamless end-to-end customer journey. Reporting to the Head of Intermediary Services, you will play a vital role in managing the BTL pipeline, supporting case origination, and ensuring efficient progression from packaging through to completion. Key Responsibilities Support Buy-to-Let sales activity by providing excellent service to brokers and customers, while managing the internal execution process Act as the key liaison point for intermediaries, ensuring smooth progression of cases through packaging, review, valuation, and completion stages Build and maintain strong relationships with brokers, keeping them informed of products, lending criteria, and packaging requirements Provide regular updates to Business Development Managers (BDMs) and brokers on case progress, outstanding actions, and escalations Maintain key management information (MI) to track and demonstrate progress across the sales pipeline Efficiently manage the business pipeline by diarising, monitoring milestones, and following up on leads Support brokers with case submissions, ensuring quality and accuracy of applications Liaise closely with internal stakeholders including Sales, Products, Underwriting, Credit Administration, and Intermediary Business Delivery Ensure full compliance with bank policies, procedures, and relevant regulatory requirements Undertake general administration, reporting, and communication duties Occasionally attend business meetings, networking events, or industry functions to promote brand awareness and identify new opportunities Carry out any additional responsibilities as delegated by line management Skills & Experience Required Proven experience in Buy-to-Let mortgages and intermediary-based lending Strong relationship management and business execution capability Good understanding of the mortgage marketplace and broker environment Experience liaising with multiple internal and external stakeholders Sound understanding of the regulatory environment and its impact on mortgage business Ability to manage multiple cases simultaneously and work under pressure Strong organisational, communication, and interpersonal skills Self-motivated, able to work on own initiative, and adaptable to change Methodical, tactical, and commercially aware approach with a collaborative mindset Why Apply? This is an excellent opportunity to join a well-established international bank, offering stability, exposure to the Buy-to-Let mortgage market, and the chance to build strong industry relationships within a supportive team environment. If you'd like, I can:
Surrey (Hybrid 2 days in office, 3 days from home) Competitive Basic Salary + Bonus + Excellent Benefits An exciting opportunity has arisen for an experienced Proposal Review Analyst to join a well-established and growing organisation within the Asset Finance sector. This role sits within an independent function positioned between Sales and Risk, working collaboratively with both teams to manage the full proposal lifecycle, from receipt of application through to funding payout, while maintaining a strong and robust risk culture. The successful candidate will play a pivotal role in optimising deal flow, improving response times to vendors and customers, and ensuring seamless risk management across both credit and introducer applications. The team manages the full proposal and vendor application process, covering credit applications, introducer reviews, and vendor programme approvals. Working closely with Sales and Risk, you will ensure proposals are thoroughly reviewed, appropriately structured, and aligned with policy and risk appetite. Key responsibilities include: Taking ownership of the end-to-end deal and vendor application process, reviewing lending proposals received from Vendors/Sales and preparing comprehensive submissions to the Risk function within agreed SLAs Working collaboratively with Sales Managers to ensure proposals are complete, accurately structured, appropriately priced, and within policy and appetite Engaging with Risk teams (both UK-based and international stakeholders where applicable) to facilitate efficient credit approvals Reviewing deal pipelines with Sales to proactively address risk appetite considerations prior to formal submission Demonstrating high levels of diligence and accuracy when collating exposure data, limits, and supporting documentation Ensuring Risk conditions and documentation are prepared in line with approval requirements ahead of payout Coordinating input from internal departments including Asset Management, Legal, and Collections to ensure well rounded proposal support Supporting the onboarding of new introducers and reviewing requests for vendor programme limit increases Contributing to reporting and portfolio monitoring requirements Identifying and proposing process improvements to optimise deal flow and enhance customer service Working closely with senior stakeholders to continuously refine and strengthen the proposal review framework To succeed in this role, you will bring a strong blend of credit expertise, commercial awareness, and stakeholder management skills. You will ideally have: 35 years experience within Asset Finance credit and/or sales functions Strong experience analysing and interpreting financial statements across a range of industries Experience managing proposals within a Sales channel environment Confidence analysing both secured and unsecured mid-ticket transactions Exposure to structured lending and cashflow-based transactions Strong understanding of asset finance products and funding structures Excellent analytical skills combined with commercial judgement The ability to build effective working relationships with Sales Account/Relationship Managers and Risk Managers Strong organisational skills with the ability to work under pressure and meet service level deadlines Clear and concise written and verbal communication skills Good Microsoft Excel and Word skills, including report preparation and data manipulation A proactive, professional and collaborative approach Whats on Offer Competitive basic salary Performance-related bonus Hybrid working (2 days office / 3 days home) Comprehensive benefits package A collaborative, professional environment with strong career development potential This is a fantastic opportunity for an experienced Asset Finance professional seeking a role that combines commercial engagement with robust risk oversight, within a business that values partnership, efficiency, and continuous improvement. For further information or to apply, please get in touch with Adam Sommerville of James George Recruitment. JBRP1_UKTJ
Mar 01, 2026
Full time
Surrey (Hybrid 2 days in office, 3 days from home) Competitive Basic Salary + Bonus + Excellent Benefits An exciting opportunity has arisen for an experienced Proposal Review Analyst to join a well-established and growing organisation within the Asset Finance sector. This role sits within an independent function positioned between Sales and Risk, working collaboratively with both teams to manage the full proposal lifecycle, from receipt of application through to funding payout, while maintaining a strong and robust risk culture. The successful candidate will play a pivotal role in optimising deal flow, improving response times to vendors and customers, and ensuring seamless risk management across both credit and introducer applications. The team manages the full proposal and vendor application process, covering credit applications, introducer reviews, and vendor programme approvals. Working closely with Sales and Risk, you will ensure proposals are thoroughly reviewed, appropriately structured, and aligned with policy and risk appetite. Key responsibilities include: Taking ownership of the end-to-end deal and vendor application process, reviewing lending proposals received from Vendors/Sales and preparing comprehensive submissions to the Risk function within agreed SLAs Working collaboratively with Sales Managers to ensure proposals are complete, accurately structured, appropriately priced, and within policy and appetite Engaging with Risk teams (both UK-based and international stakeholders where applicable) to facilitate efficient credit approvals Reviewing deal pipelines with Sales to proactively address risk appetite considerations prior to formal submission Demonstrating high levels of diligence and accuracy when collating exposure data, limits, and supporting documentation Ensuring Risk conditions and documentation are prepared in line with approval requirements ahead of payout Coordinating input from internal departments including Asset Management, Legal, and Collections to ensure well rounded proposal support Supporting the onboarding of new introducers and reviewing requests for vendor programme limit increases Contributing to reporting and portfolio monitoring requirements Identifying and proposing process improvements to optimise deal flow and enhance customer service Working closely with senior stakeholders to continuously refine and strengthen the proposal review framework To succeed in this role, you will bring a strong blend of credit expertise, commercial awareness, and stakeholder management skills. You will ideally have: 35 years experience within Asset Finance credit and/or sales functions Strong experience analysing and interpreting financial statements across a range of industries Experience managing proposals within a Sales channel environment Confidence analysing both secured and unsecured mid-ticket transactions Exposure to structured lending and cashflow-based transactions Strong understanding of asset finance products and funding structures Excellent analytical skills combined with commercial judgement The ability to build effective working relationships with Sales Account/Relationship Managers and Risk Managers Strong organisational skills with the ability to work under pressure and meet service level deadlines Clear and concise written and verbal communication skills Good Microsoft Excel and Word skills, including report preparation and data manipulation A proactive, professional and collaborative approach Whats on Offer Competitive basic salary Performance-related bonus Hybrid working (2 days office / 3 days home) Comprehensive benefits package A collaborative, professional environment with strong career development potential This is a fantastic opportunity for an experienced Asset Finance professional seeking a role that combines commercial engagement with robust risk oversight, within a business that values partnership, efficiency, and continuous improvement. For further information or to apply, please get in touch with Adam Sommerville of James George Recruitment. JBRP1_UKTJ
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high level review of the types of work performed. Other job related duties may be assigned as required. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Feb 28, 2026
Full time
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high level review of the types of work performed. Other job related duties may be assigned as required. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
We re looking for a Data Analyst to help shape high-quality, data driven decision making across the Trust. You will join us on a full time, permanent basis and in return, you will receive a competitive salary of £40,313 to £43,589 (pay award pending). Location: Flexible/ Hybrid (Edinburgh/Glasgow) About Trust Housing: Trust Housing Association is a national housing, support and care provider, offering a range of accommodation and support services. Primarily serving older people in our communities we also provide housing for families and individuals. We have over 4,000 households across the length and breadth of Scotland, from the Highlands and Islands all the way down to the Borders. About the Data Analyst role: In this role, you ll design, build, test, and maintain data solutions that transforms information from core systems into clear, actionable insights. You ll analyse complex datasets, uncover trends, and produce reports that support both strategic performance management and day to day operations. Working closely with our Data Lead, you ll deliver reporting primarily in Power BI and Excel , while also gaining hands-on experience with our modern data platform, including Azure Databricks and other emerging technologies. You ll play a key role in improving data quality, supporting cleansing activity, and contributing to our wider data strategy. This is a fast paced and varied role where you ll help drive high quality services and make a meaningful impact for colleagues, customers, and communities across Scotland. What you ll bring as our Data Analyst: Strong attention to detail and a genuine enthusiasm for data and analytics Willingness to learn and adopt modern tools and practices Excellent IT skills and the ability to communicate insights clearly A collaborative approach and confidence working with teams across the organisation What we offer: 35 hours per week with Flexitime and flexible working hours Blended Working (home, Edinburgh, Glasgow, Wishaw) Competitive salary £40,313 to £43,589 (pay award pending) Access to paid training & continuing personal development A choice of pension scheme with employer contributions Generous holiday entitlement A supportive and caring working environment If you believe you meet the criteria, we would love to hear from you. Closing Date: 12 noon on Thursday 5th March 2026 with a view to interviews being held from Thursday 12th March 2026. If you feel you have the skills and experience to become our Data Analyst and you d like to work with a prestigious and well-established company working in a person-centred culture that puts people at the heart of all we do, then we d like to hear from you - Click apply now! Blended Working: Trust operates a blended/hybrid working approach and you will have the opportunity to work flexibly from both a remote location ( home ) and your contractual workplace ('office') should you choose to do so. We have offices in Edinburgh, Glasgow and Wishaw and your contractual workplace will be Edinburgh. There are no set rules for how many days you will work from each location, and you will be trusted to work from the most suitable location for what is best for the customer, the business, the team and yourself. Trust is an Investor in People Platinum accredited employer and a great place to work. We are an equal opportunities employer and welcome applications from all sections of the community. Trust Housing Association is a Registered Scottish Charity - SC(phone number removed)
Feb 27, 2026
Full time
We re looking for a Data Analyst to help shape high-quality, data driven decision making across the Trust. You will join us on a full time, permanent basis and in return, you will receive a competitive salary of £40,313 to £43,589 (pay award pending). Location: Flexible/ Hybrid (Edinburgh/Glasgow) About Trust Housing: Trust Housing Association is a national housing, support and care provider, offering a range of accommodation and support services. Primarily serving older people in our communities we also provide housing for families and individuals. We have over 4,000 households across the length and breadth of Scotland, from the Highlands and Islands all the way down to the Borders. About the Data Analyst role: In this role, you ll design, build, test, and maintain data solutions that transforms information from core systems into clear, actionable insights. You ll analyse complex datasets, uncover trends, and produce reports that support both strategic performance management and day to day operations. Working closely with our Data Lead, you ll deliver reporting primarily in Power BI and Excel , while also gaining hands-on experience with our modern data platform, including Azure Databricks and other emerging technologies. You ll play a key role in improving data quality, supporting cleansing activity, and contributing to our wider data strategy. This is a fast paced and varied role where you ll help drive high quality services and make a meaningful impact for colleagues, customers, and communities across Scotland. What you ll bring as our Data Analyst: Strong attention to detail and a genuine enthusiasm for data and analytics Willingness to learn and adopt modern tools and practices Excellent IT skills and the ability to communicate insights clearly A collaborative approach and confidence working with teams across the organisation What we offer: 35 hours per week with Flexitime and flexible working hours Blended Working (home, Edinburgh, Glasgow, Wishaw) Competitive salary £40,313 to £43,589 (pay award pending) Access to paid training & continuing personal development A choice of pension scheme with employer contributions Generous holiday entitlement A supportive and caring working environment If you believe you meet the criteria, we would love to hear from you. Closing Date: 12 noon on Thursday 5th March 2026 with a view to interviews being held from Thursday 12th March 2026. If you feel you have the skills and experience to become our Data Analyst and you d like to work with a prestigious and well-established company working in a person-centred culture that puts people at the heart of all we do, then we d like to hear from you - Click apply now! Blended Working: Trust operates a blended/hybrid working approach and you will have the opportunity to work flexibly from both a remote location ( home ) and your contractual workplace ('office') should you choose to do so. We have offices in Edinburgh, Glasgow and Wishaw and your contractual workplace will be Edinburgh. There are no set rules for how many days you will work from each location, and you will be trusted to work from the most suitable location for what is best for the customer, the business, the team and yourself. Trust is an Investor in People Platinum accredited employer and a great place to work. We are an equal opportunities employer and welcome applications from all sections of the community. Trust Housing Association is a Registered Scottish Charity - SC(phone number removed)
The Technology Investment Banking team at Citi is a leading franchise with deep expertise across the technology sector, covering sub-verticals including Software, AI, Internet, IT services, FinTech and more. We maintain strong relationships with leading global technology companies, high-growth disruptors, and all relevant sponsors active in the space. The team has experienced exceptional deal flow and we are seeking talented individuals to join us as we continue to expand our franchise. The Investment Banking Senior Associate role is an intermediate level position responsible for providing clients with strategic advisory services alongside senior bankers for mergers, acquisitions and other types of financial transactions, as well as assisting clients in raising funds in the capital markets. Responsibilities: Work with senior bankers in developing and maintaining client relationships, identifying new business opportunities and pitching tailored solutions Lead and manage day-to-day transaction execution across M&A and strategic advisory assignments Monitor industry trends, company performance, and competitive dynamics to support client dialogue and idea generation Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities Lead in the creation and drafting of complex financial models, valuation, marketing materials and other analyses Conduct economic/financial research, and research overall industry and market trends Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure for analysts, as appropriate Contribute to building Citi's franchise Qualifications: Prior experience in investment banking, private equity or related fields Strong interest to work with technology companies Experience in evaluating corporate transactions and structures Experience evaluating and creating financial analyses, including strong financial modelling skills and valuation analysis Strong presentation skills Demonstrated problem solving and organisational skills Consistently demonstrates clear and concise written and verbal communication skills Experience assisting with client development Ability to work with teams and track business development (collect research, analyse industry trends) Ability to work under pressure in a rapidly changing environment in order to meet deadlines Education: Bachelor's degree/University degree or equivalent experience at a top tier academic institution This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Feb 27, 2026
Full time
The Technology Investment Banking team at Citi is a leading franchise with deep expertise across the technology sector, covering sub-verticals including Software, AI, Internet, IT services, FinTech and more. We maintain strong relationships with leading global technology companies, high-growth disruptors, and all relevant sponsors active in the space. The team has experienced exceptional deal flow and we are seeking talented individuals to join us as we continue to expand our franchise. The Investment Banking Senior Associate role is an intermediate level position responsible for providing clients with strategic advisory services alongside senior bankers for mergers, acquisitions and other types of financial transactions, as well as assisting clients in raising funds in the capital markets. Responsibilities: Work with senior bankers in developing and maintaining client relationships, identifying new business opportunities and pitching tailored solutions Lead and manage day-to-day transaction execution across M&A and strategic advisory assignments Monitor industry trends, company performance, and competitive dynamics to support client dialogue and idea generation Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities Lead in the creation and drafting of complex financial models, valuation, marketing materials and other analyses Conduct economic/financial research, and research overall industry and market trends Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure for analysts, as appropriate Contribute to building Citi's franchise Qualifications: Prior experience in investment banking, private equity or related fields Strong interest to work with technology companies Experience in evaluating corporate transactions and structures Experience evaluating and creating financial analyses, including strong financial modelling skills and valuation analysis Strong presentation skills Demonstrated problem solving and organisational skills Consistently demonstrates clear and concise written and verbal communication skills Experience assisting with client development Ability to work with teams and track business development (collect research, analyse industry trends) Ability to work under pressure in a rapidly changing environment in order to meet deadlines Education: Bachelor's degree/University degree or equivalent experience at a top tier academic institution This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Job Title Actuarial Manager, Deal Pricing, Savings & Retirement Job Description # The Team The Savings & Retirement (S&R) team at Pacific Life Re is responsible for sourcing opportunities and executing reinsurance transactions with clients in our target global retirement markets. We deliver bespoke reinsurance solutions to our clients to support policyholders' retirement needs and financial goals. The Deal Pricing team within S&R is responsible for pricing all products and reinsurance structures across our global markets.This role operates on a hybrid schedule, eventually requiring a 4-day per week in-office schedule by late-2027. Key Responsibilities: The team focusses on the cashflow & capital modelling, ensuring the specific products & risks are appropriately captured in pricing. We will produce the deal metrics to ensure these meet all pricing hurdles & governance requirements. We are responsible for setting the investment strategy for funded transactions and seek to optimize this within our investment risk tolerances. We achieve this by working closely with the ALM and investment management teams. Working with the client solutions team we have a strong focus on optimizing deal structuring to provide clients with a strong commercial package whilst ensuring an efficient capital structure for PL Re. The team is responsible for the pricing activities related to treaty execution, and ensuring the required information is handed over to the S&R inforce management team for implementation. The Role We have an exciting opportunity for an individual with strong technical skills from either an actuarial or investment background to join the S&R Deal Pricing team. Responsibilities of the role include: Take ownership in leading quotes across S&R products and markets. Drive success from encouraging and developing deal teams. Take ownership for developing our asset pricing approaches and working with the AVP, Deal Pricing to implemented & obtain approvals for new approaches to improve pricing Identify inefficiencies in pricing processes & controls and lead projects implementing improvements to address these as part of PL Re's drive for process enhancements. Understanding of macroeconomic assumptions (interest rates, credit spreads, FX) impact on pricing. Being able to obtain and interpret required investment data from Bloomberg and from investment teams. Understand the drivers of capital requirements for S&R products and how these vary under different reinsurance structures. This includes across economic capital, Bermuda Monetary Authority and NAIC RBC regimes. Working with the S&R Insurance Pricing team on understanding benefit structures and developing the insurance basis for S&R transactions. Following financial markets and being able to translate and explain changes in the market conditions into changes to pricing. Work with the asset management team to agree investment assumptions for pricing. Work with the client solutions team to continually develop our proposition and look for and build strategies that manage and mitigate risks such as currency, inflation etc. Manage pricing actuaries & analysts in the team and ensure their technical & soft skills development. Qualifications & Experience Core skills and experience: Strong technical skills necessary to build & run actuarial/asset models and interpret the results. Prior experience in Pricing is beneficial but not essential. Broad understanding of capital modelling, asset risks & strategies for liability driven investments is desirable Professional qualifications (FSA, IFoA, CFA or similar) with 5+ years of professional experience in an investment or actuarial team. Ability to work independently on critically reviewing numbers coming out of the model, understanding what drives changes, sense-checking results and suggesting improvements to drive price benefits Deal focused individual. Able to work to tight timelines and periods of high-pressure to deliver on pricing commitments to internal stakeholders and clients, often across multiple deals simultaneously. Strong experience of Excel and actuarial/asset modelling software (e.g. Tyche, Bloomberg) Good understanding of market risks (interest rates, FX, credit spread, liquidity) and how they impact insurance capitalization. Understanding of insurance company balance sheets including insurance capital frameworks Strong communication skills. Able to communicate complex actuarial concepts to a range of audiences both verbally and written. Track record of stakeholder management & seeking approvals/pitching. Able to adapt to changing priorities and switch focus seamlessly.Whilst candidates do not need all of the experience & skills listed above, they should be able to demonstrate competencies in a sufficient number to be considered for this position. Working For Pacific Life Re Every person in our global team is valued for the unique qualities they bring to our business and we seek to build their expertise and support their individual ambitions at every step. Of course, we take our work seriously and we know our team can operate under great pressure. We work hard and thrive on achievement, but we also know how to have fun and relax too. We regularly host a range of team building days to strengthen our team's connection with each other and reflect on their successes.Providing employees with a healthy work-life balance is very important to our culture. We have a wide range of employee benefits and we host regular social activities and well being initiatives. We are also committed to supporting our employee's involvement in their communities, by actively fundraising, hosting charity events and overseeing volunteering opportunities. Benefits (Only for Permanent and Fixed Term Employees) Leave 25 days of annual leave with option to buy/sell more days Adoption and fertility leave Generous enhanced parental leaveHealthcare Comprehensive private insurance coverage for employee and dependents Group Life Insurance coverage of 9x basic annual salary and Group Income Protection up to 75% of basic annual salary Optical benefitsSavings & Retirement 15% combined employee/employer contributionsWellness Subsidized gym membership Access to Employee Assistance Program Cycle to Work and Electric Car Salary Sacrifice Scheme Time off for volunteering Charitable matching of employee donationsAs part of our commitment to diversity and inclusion, we will provide reasonable adjustments during the recruitment process to ensure equal access to applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure that suitable adjustments are made, where possible. Pacific Life Re Values At Pacific Life Re, our vision is to bring an innovative and dynamic approach to the marketplace. Our global team is not afraid to disrupt and challenge industry thinking to provide the best life and health reinsurance services possible. Working in some of the most complex and fast-moving markets has taught us that knowledge and innovation go hand in hand. Today, we are continuing our rapid growth internationally with offices across Europe, Asia, North America, Australia, and Bermuda. With over 1000 employees across the globe, we take pride in our inclusive culture, underpinned by our values and behaviours, providing an environment where everyone can grow and develop.
Feb 27, 2026
Full time
Job Title Actuarial Manager, Deal Pricing, Savings & Retirement Job Description # The Team The Savings & Retirement (S&R) team at Pacific Life Re is responsible for sourcing opportunities and executing reinsurance transactions with clients in our target global retirement markets. We deliver bespoke reinsurance solutions to our clients to support policyholders' retirement needs and financial goals. The Deal Pricing team within S&R is responsible for pricing all products and reinsurance structures across our global markets.This role operates on a hybrid schedule, eventually requiring a 4-day per week in-office schedule by late-2027. Key Responsibilities: The team focusses on the cashflow & capital modelling, ensuring the specific products & risks are appropriately captured in pricing. We will produce the deal metrics to ensure these meet all pricing hurdles & governance requirements. We are responsible for setting the investment strategy for funded transactions and seek to optimize this within our investment risk tolerances. We achieve this by working closely with the ALM and investment management teams. Working with the client solutions team we have a strong focus on optimizing deal structuring to provide clients with a strong commercial package whilst ensuring an efficient capital structure for PL Re. The team is responsible for the pricing activities related to treaty execution, and ensuring the required information is handed over to the S&R inforce management team for implementation. The Role We have an exciting opportunity for an individual with strong technical skills from either an actuarial or investment background to join the S&R Deal Pricing team. Responsibilities of the role include: Take ownership in leading quotes across S&R products and markets. Drive success from encouraging and developing deal teams. Take ownership for developing our asset pricing approaches and working with the AVP, Deal Pricing to implemented & obtain approvals for new approaches to improve pricing Identify inefficiencies in pricing processes & controls and lead projects implementing improvements to address these as part of PL Re's drive for process enhancements. Understanding of macroeconomic assumptions (interest rates, credit spreads, FX) impact on pricing. Being able to obtain and interpret required investment data from Bloomberg and from investment teams. Understand the drivers of capital requirements for S&R products and how these vary under different reinsurance structures. This includes across economic capital, Bermuda Monetary Authority and NAIC RBC regimes. Working with the S&R Insurance Pricing team on understanding benefit structures and developing the insurance basis for S&R transactions. Following financial markets and being able to translate and explain changes in the market conditions into changes to pricing. Work with the asset management team to agree investment assumptions for pricing. Work with the client solutions team to continually develop our proposition and look for and build strategies that manage and mitigate risks such as currency, inflation etc. Manage pricing actuaries & analysts in the team and ensure their technical & soft skills development. Qualifications & Experience Core skills and experience: Strong technical skills necessary to build & run actuarial/asset models and interpret the results. Prior experience in Pricing is beneficial but not essential. Broad understanding of capital modelling, asset risks & strategies for liability driven investments is desirable Professional qualifications (FSA, IFoA, CFA or similar) with 5+ years of professional experience in an investment or actuarial team. Ability to work independently on critically reviewing numbers coming out of the model, understanding what drives changes, sense-checking results and suggesting improvements to drive price benefits Deal focused individual. Able to work to tight timelines and periods of high-pressure to deliver on pricing commitments to internal stakeholders and clients, often across multiple deals simultaneously. Strong experience of Excel and actuarial/asset modelling software (e.g. Tyche, Bloomberg) Good understanding of market risks (interest rates, FX, credit spread, liquidity) and how they impact insurance capitalization. Understanding of insurance company balance sheets including insurance capital frameworks Strong communication skills. Able to communicate complex actuarial concepts to a range of audiences both verbally and written. Track record of stakeholder management & seeking approvals/pitching. Able to adapt to changing priorities and switch focus seamlessly.Whilst candidates do not need all of the experience & skills listed above, they should be able to demonstrate competencies in a sufficient number to be considered for this position. Working For Pacific Life Re Every person in our global team is valued for the unique qualities they bring to our business and we seek to build their expertise and support their individual ambitions at every step. Of course, we take our work seriously and we know our team can operate under great pressure. We work hard and thrive on achievement, but we also know how to have fun and relax too. We regularly host a range of team building days to strengthen our team's connection with each other and reflect on their successes.Providing employees with a healthy work-life balance is very important to our culture. We have a wide range of employee benefits and we host regular social activities and well being initiatives. We are also committed to supporting our employee's involvement in their communities, by actively fundraising, hosting charity events and overseeing volunteering opportunities. Benefits (Only for Permanent and Fixed Term Employees) Leave 25 days of annual leave with option to buy/sell more days Adoption and fertility leave Generous enhanced parental leaveHealthcare Comprehensive private insurance coverage for employee and dependents Group Life Insurance coverage of 9x basic annual salary and Group Income Protection up to 75% of basic annual salary Optical benefitsSavings & Retirement 15% combined employee/employer contributionsWellness Subsidized gym membership Access to Employee Assistance Program Cycle to Work and Electric Car Salary Sacrifice Scheme Time off for volunteering Charitable matching of employee donationsAs part of our commitment to diversity and inclusion, we will provide reasonable adjustments during the recruitment process to ensure equal access to applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure that suitable adjustments are made, where possible. Pacific Life Re Values At Pacific Life Re, our vision is to bring an innovative and dynamic approach to the marketplace. Our global team is not afraid to disrupt and challenge industry thinking to provide the best life and health reinsurance services possible. Working in some of the most complex and fast-moving markets has taught us that knowledge and innovation go hand in hand. Today, we are continuing our rapid growth internationally with offices across Europe, Asia, North America, Australia, and Bermuda. With over 1000 employees across the globe, we take pride in our inclusive culture, underpinned by our values and behaviours, providing an environment where everyone can grow and develop.
Band 5 Senior Clinical Coding Analyst with RRP at 20% of basic pay: The Clinical Coding Team at Frimley Health are expanding and we have some exciting opportunities for permanent Clinical Coding Analyst positions, to be based at any of our main sites or fully remote from anywhere within the UK for ACC qualified candidates. This post attracts a Retention and Recruitment Premia of 20% (which will be reviewed annually). You must hold the ACC qualification and be able to evidence a strong history of clinical engagement to work through coding queries. As a Senior Clinical Coding Analyst you will be crucial in ensuring the ongoing high quality coded product of our organisation. To assist you with this we offer significant support and opportunity to achieve these goals, such as regular access to leading clinicians and regular coding reviews linked to our on-going training programme. We are a progressive department with a strong emphasis on training and we can offer the right applicants significant opportunities to consolidate or advance their Clinical Coding skills/qualifications. NOTE: Applications will only be accepted for those holding the Accredited Clinical Coding qualification. Main duties of the job Ensure that your clinical coding skills (including medical terminology, anatomy and physiology knowledge) are continually developed post attainment of ACC to ensure a high quality clinically coded record is produced and maintained at all times. This will be done through completion and engagement with a programme of ongoing clinical coding training encompassing the use of ICD10 & OPCS Classifications and the national standards that define their use. Attendance and completion of the Clinical Coding refresher course is a mandatory requirement of the post holder, in line with NHS England's Terminology & Classifications Service recommendations. Demonstrate consistent competency and compliance with clinical coding standards through a series of audits and validation; competency levels are set using DSP toolkit quality assurance levels. Compliance with clinical coding national standards and local policies are an integral part of the role and the post holder must ensure that their personal coding reference materials are routinely updated to reflect changing coding practices. Liaison with Clinical staff of all levels to ensure any inconsistency with clinical documentation and clinical coding standards are resolved. Completion of an 'engagement tracker' is required to identify adequate levels of clinical validation are being conducted by individuals and the department. About us Frimley Health NHS Foundation Trust provides NHS hospital services for around 900,000 people across Berkshire, Hampshire, Surrey and south Buckinghamshire. As well as delivering excellent general hospital services to local people, we provide specialist heart attack, vascular, stroke, spinal, cystic fibrosis and plastic surgery services across a much wider area. We have three main hospitals - Frimley Park in Frimley near Camberley, Heatherwood in Ascot and Wexham Park near Slough. Our three core values, and the behaviors that support them, guide everything we do and set out what we expect of our staff in the way they treat patients, visitors, service users and each other, Committed to Excellence, Working Together and Facing the Future. We are also proud to host the Defence Medical Group South East at Frimley Park with military surgical, medical, and nursing personnel working alongside the hospital's NHS staff providing care to patients in all specialties. Job responsibilities Refer to attached Job Description and Person Specification for main responsibilities NOTE: Applications will only be accepted for those holding the Accredited Clinical Coding qualification. Person Specification Qualfiications ACC Coding Qualification AS/NVQ Level 3 Standard with a GCSE including Biology BSC/Foundation Degree in a related science subject. Knowledge or experience analyse and interpret complex medical terminology/documentation using sound evidence based judgements knowledge of anatomy & physiology, medical terminology Experience of coding across a wide range of specialties good understanding of the clinical coding profession and its place in the NHS Coding Experience within an Acute Trust Experience Achieved ACC status and number of years experience Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. Employer name Frimley Health NHS Foundation Trust Address Wexham Park Hospital or Frimley Park Hospital Head of Clinical Coding and Data Quality £32,602 to £39,686 a yearper annum incl HCAS (% R&R) Contract Permanent Working pattern Full-time,Flexible working,Home or remote working Reference number 151-ES131 Job locations Wexham Park Hospital or Frimley Park Hospital
Feb 27, 2026
Full time
Band 5 Senior Clinical Coding Analyst with RRP at 20% of basic pay: The Clinical Coding Team at Frimley Health are expanding and we have some exciting opportunities for permanent Clinical Coding Analyst positions, to be based at any of our main sites or fully remote from anywhere within the UK for ACC qualified candidates. This post attracts a Retention and Recruitment Premia of 20% (which will be reviewed annually). You must hold the ACC qualification and be able to evidence a strong history of clinical engagement to work through coding queries. As a Senior Clinical Coding Analyst you will be crucial in ensuring the ongoing high quality coded product of our organisation. To assist you with this we offer significant support and opportunity to achieve these goals, such as regular access to leading clinicians and regular coding reviews linked to our on-going training programme. We are a progressive department with a strong emphasis on training and we can offer the right applicants significant opportunities to consolidate or advance their Clinical Coding skills/qualifications. NOTE: Applications will only be accepted for those holding the Accredited Clinical Coding qualification. Main duties of the job Ensure that your clinical coding skills (including medical terminology, anatomy and physiology knowledge) are continually developed post attainment of ACC to ensure a high quality clinically coded record is produced and maintained at all times. This will be done through completion and engagement with a programme of ongoing clinical coding training encompassing the use of ICD10 & OPCS Classifications and the national standards that define their use. Attendance and completion of the Clinical Coding refresher course is a mandatory requirement of the post holder, in line with NHS England's Terminology & Classifications Service recommendations. Demonstrate consistent competency and compliance with clinical coding standards through a series of audits and validation; competency levels are set using DSP toolkit quality assurance levels. Compliance with clinical coding national standards and local policies are an integral part of the role and the post holder must ensure that their personal coding reference materials are routinely updated to reflect changing coding practices. Liaison with Clinical staff of all levels to ensure any inconsistency with clinical documentation and clinical coding standards are resolved. Completion of an 'engagement tracker' is required to identify adequate levels of clinical validation are being conducted by individuals and the department. About us Frimley Health NHS Foundation Trust provides NHS hospital services for around 900,000 people across Berkshire, Hampshire, Surrey and south Buckinghamshire. As well as delivering excellent general hospital services to local people, we provide specialist heart attack, vascular, stroke, spinal, cystic fibrosis and plastic surgery services across a much wider area. We have three main hospitals - Frimley Park in Frimley near Camberley, Heatherwood in Ascot and Wexham Park near Slough. Our three core values, and the behaviors that support them, guide everything we do and set out what we expect of our staff in the way they treat patients, visitors, service users and each other, Committed to Excellence, Working Together and Facing the Future. We are also proud to host the Defence Medical Group South East at Frimley Park with military surgical, medical, and nursing personnel working alongside the hospital's NHS staff providing care to patients in all specialties. Job responsibilities Refer to attached Job Description and Person Specification for main responsibilities NOTE: Applications will only be accepted for those holding the Accredited Clinical Coding qualification. Person Specification Qualfiications ACC Coding Qualification AS/NVQ Level 3 Standard with a GCSE including Biology BSC/Foundation Degree in a related science subject. Knowledge or experience analyse and interpret complex medical terminology/documentation using sound evidence based judgements knowledge of anatomy & physiology, medical terminology Experience of coding across a wide range of specialties good understanding of the clinical coding profession and its place in the NHS Coding Experience within an Acute Trust Experience Achieved ACC status and number of years experience Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. Employer name Frimley Health NHS Foundation Trust Address Wexham Park Hospital or Frimley Park Hospital Head of Clinical Coding and Data Quality £32,602 to £39,686 a yearper annum incl HCAS (% R&R) Contract Permanent Working pattern Full-time,Flexible working,Home or remote working Reference number 151-ES131 Job locations Wexham Park Hospital or Frimley Park Hospital
LocationKirkcaldy, United Kingdom# Group Financial Controller at Glenshire GroupLocationKirkcaldy, United KingdomSalary£60000 - £80000 /yearJob TypeFull-timeDate PostedJanuary 12th, 2026Apply Now Group Financial Controller Location: Kirkcaldy Base salary: £60,000 - £80,000 per annum depending on the experience & Bonus of 15% on achieving KPI's Reports to: CFO Manages: Management Accountant, Commercial Analyst, Transactional Finance Team Role purpose: To lead the day-to-day group finance function, ensuring strong financial control, accurate management reporting, disciplined cashflow forecasting, and effective working capital management across a diversified group including hospitality, convenience retail, franchise operations and property. The Group Financial Controller will act as the internal financial control and cash lead , supporting the CFO with high-quality information, challenge and forward-looking insight. Key responsibilities: Financial control & governance: Own group-wide accounting policies and internal financial controls Ensure balance sheet integrity across all entities Oversee month-end close and MI production across the group Review, challenge and sign off management accounts before submission to CFO Ensure timely and accurate statutory information is prepared for: + External auditors + Advisors + CFO-led audit process Maintain strong intercompany controls and reconciliations Cashflow & working capital (internal ownership): Own the 13-week rolling cashflow forecast for the group Monitor daily and weekly cash position and short-term liquidity Scenario model cash impacts of: + Sales volatility + Development spend + Supplier price changes Work with CFO to inform payment prioritisation and funding decisions Drive improvements in: + Debtor days + Creditor days + Stock and cash conversion Credit control & receivables: Own group credit control framework and escalation process Oversee aged debt across: + Franchisees + Commercial tenants + Intercompany balances Approve payment plans and commence with legal escalation where required Ensure robust, timely reporting of receivables and arrears Commercial & cost oversight: Work with the Commercial Analyst to: + Challenge cost increases + Identify margin erosion + Support supplier negotiations with data Review profitability by: + Site + Business unit + Format (stores, hotels, QSR, property) Highlight cost-saving and margin-improvement opportunities to CFO Leadership & team management: Lead and develop the finance team Set clear responsibilities, deadlines and KPIs Ensure transactional work is completed accurately and on time Drive process improvements and better use of systems Act as the escalation point for finance issues across the group Candidate profile: Essential skills & qualifications: Fully qualified accountant (ACA / ACCA) Strong experience in a Financial Controller or senior finance role Proven ability to manage cashflow forecasting and working capital Experience in multi-entity, multi-site or cash-intensive environments Strong technical accounting and MI review skills Comfortable working in an owner-led business with clear accountability Desirable skills & qualifications: Exposure to retail, hospitality, property or franchise models Experience improving finance processes and controls Ability to partner operational teams constructively Perks & Benefits: Weekly Pay (No more waiting for monthly pay day!) Colleague discount of 10% within our retail stores and Subway, and 50% within our Pizza Hut delivery sites. Refer a friend bonus. We recognise your loyalty! Your dedication is recognised with special anniversary rewards and celebrations as you grow with us. Be part of a high-energy, ambitious group where creativity and new ideas are encouraged, allowing you to prosper and flourish as we succeed together. Access to GroceryAid, a confidential support service offering emotional, practical, and financial help to people working across the entire grocery industry.If you enjoy the challenge of owner-led businesses and have a proven track record of driving process improvements and robust cashflow forecasting, we invite you to apply. Join us and play a central role in our high-energy, ambitious group.
Feb 27, 2026
Full time
LocationKirkcaldy, United Kingdom# Group Financial Controller at Glenshire GroupLocationKirkcaldy, United KingdomSalary£60000 - £80000 /yearJob TypeFull-timeDate PostedJanuary 12th, 2026Apply Now Group Financial Controller Location: Kirkcaldy Base salary: £60,000 - £80,000 per annum depending on the experience & Bonus of 15% on achieving KPI's Reports to: CFO Manages: Management Accountant, Commercial Analyst, Transactional Finance Team Role purpose: To lead the day-to-day group finance function, ensuring strong financial control, accurate management reporting, disciplined cashflow forecasting, and effective working capital management across a diversified group including hospitality, convenience retail, franchise operations and property. The Group Financial Controller will act as the internal financial control and cash lead , supporting the CFO with high-quality information, challenge and forward-looking insight. Key responsibilities: Financial control & governance: Own group-wide accounting policies and internal financial controls Ensure balance sheet integrity across all entities Oversee month-end close and MI production across the group Review, challenge and sign off management accounts before submission to CFO Ensure timely and accurate statutory information is prepared for: + External auditors + Advisors + CFO-led audit process Maintain strong intercompany controls and reconciliations Cashflow & working capital (internal ownership): Own the 13-week rolling cashflow forecast for the group Monitor daily and weekly cash position and short-term liquidity Scenario model cash impacts of: + Sales volatility + Development spend + Supplier price changes Work with CFO to inform payment prioritisation and funding decisions Drive improvements in: + Debtor days + Creditor days + Stock and cash conversion Credit control & receivables: Own group credit control framework and escalation process Oversee aged debt across: + Franchisees + Commercial tenants + Intercompany balances Approve payment plans and commence with legal escalation where required Ensure robust, timely reporting of receivables and arrears Commercial & cost oversight: Work with the Commercial Analyst to: + Challenge cost increases + Identify margin erosion + Support supplier negotiations with data Review profitability by: + Site + Business unit + Format (stores, hotels, QSR, property) Highlight cost-saving and margin-improvement opportunities to CFO Leadership & team management: Lead and develop the finance team Set clear responsibilities, deadlines and KPIs Ensure transactional work is completed accurately and on time Drive process improvements and better use of systems Act as the escalation point for finance issues across the group Candidate profile: Essential skills & qualifications: Fully qualified accountant (ACA / ACCA) Strong experience in a Financial Controller or senior finance role Proven ability to manage cashflow forecasting and working capital Experience in multi-entity, multi-site or cash-intensive environments Strong technical accounting and MI review skills Comfortable working in an owner-led business with clear accountability Desirable skills & qualifications: Exposure to retail, hospitality, property or franchise models Experience improving finance processes and controls Ability to partner operational teams constructively Perks & Benefits: Weekly Pay (No more waiting for monthly pay day!) Colleague discount of 10% within our retail stores and Subway, and 50% within our Pizza Hut delivery sites. Refer a friend bonus. We recognise your loyalty! Your dedication is recognised with special anniversary rewards and celebrations as you grow with us. Be part of a high-energy, ambitious group where creativity and new ideas are encouraged, allowing you to prosper and flourish as we succeed together. Access to GroceryAid, a confidential support service offering emotional, practical, and financial help to people working across the entire grocery industry.If you enjoy the challenge of owner-led businesses and have a proven track record of driving process improvements and robust cashflow forecasting, we invite you to apply. Join us and play a central role in our high-energy, ambitious group.
Credit Risk Technology Team, Media & Telecoms - Vice President LONDON, United Kingdom Job Identification Job Category Credit Risk Business Unit Commercial & Investment Bank Posting Date 02/18/2026, 11:08 AM Locations 25 Bank Street, Canary Wharf, London, Greater London, E14 5JP, GB Job Schedule Full time Job Description Are you ready to shape the future of Technology, Media & Telecoms credit risk? Join our EMEA Wholesale Credit Risk team, where you will work with industry leaders and drive impactful decisions. You will have the opportunity to develop your skills, build relationships across the business, and contribute to a culture of growth and innovation. At J.P. Morgan, your expertise will be valued, and your career mobility supported as you help us deliver best-in-class solutions to our clients. As a Vice President in the Technology, Media & Telecoms Credit Risk within Wholesale Credit Risk EMEA team, you will cover a diverse portfolio of clients in the Commercial & Investment Bank. You will work closely with partners across Debt Capital Markets, Acquisition and Leveraged Finance, M&A, Corporate Bank, Markets, Treasury Services, and Trade Finance. You will lead credit analysis, structure complex transactions, and foster team knowledge, all while helping us manage risk and support innovation in the TMT sectors. Job responsibilities Lead due diligence, credit analysis, and financial modelling for counterparties and transactions. Prepare credit memos and recommend appropriate structures, risk appetite, and grading. Structure, negotiate, and execute loan documentation, derivatives, and other facilities. Work across secured and unsecured loans, high yield bonds, bridges, and event-driven facilities. Manage ongoing credit risk portfolio, monitoring ratings, sector trends, and client performance. Build relationships with senior internal and external stakeholders. Coach and train Analysts and Associates on technical and professional skills. Collaborate with business partners across the region to deliver client solutions. Identify and mitigate risks in complex financing structures. Support team knowledge sharing and development. Demonstrate commitment to personal and team growth. Required qualifications, capabilities, and skills Sound credit skills and judgment with a proactive approach to risk identification. Strong knowledge of transaction structures, leveraged loan documentation, and banking products. Ability to lead negotiation and execution of deal documentation and portfolio workstreams. Excellent interpersonal and communication skills, both written and verbal. Ability to establish credibility and trust with stakeholders. Self-starter who works effectively in a team environment. Proven coaching and development ability. Experience in a comparable environment. Preferred qualifications, capabilities, and skills Experience in Sponsor deal financings or relevant industrial sectors. Expertise in European languages in addition to English. Familiarity with innovation economy clients in Technology, Media & Telecoms. Advanced financial modelling skills. Experience with derivatives, trade, and treasury products. About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation. About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Feb 27, 2026
Full time
Credit Risk Technology Team, Media & Telecoms - Vice President LONDON, United Kingdom Job Identification Job Category Credit Risk Business Unit Commercial & Investment Bank Posting Date 02/18/2026, 11:08 AM Locations 25 Bank Street, Canary Wharf, London, Greater London, E14 5JP, GB Job Schedule Full time Job Description Are you ready to shape the future of Technology, Media & Telecoms credit risk? Join our EMEA Wholesale Credit Risk team, where you will work with industry leaders and drive impactful decisions. You will have the opportunity to develop your skills, build relationships across the business, and contribute to a culture of growth and innovation. At J.P. Morgan, your expertise will be valued, and your career mobility supported as you help us deliver best-in-class solutions to our clients. As a Vice President in the Technology, Media & Telecoms Credit Risk within Wholesale Credit Risk EMEA team, you will cover a diverse portfolio of clients in the Commercial & Investment Bank. You will work closely with partners across Debt Capital Markets, Acquisition and Leveraged Finance, M&A, Corporate Bank, Markets, Treasury Services, and Trade Finance. You will lead credit analysis, structure complex transactions, and foster team knowledge, all while helping us manage risk and support innovation in the TMT sectors. Job responsibilities Lead due diligence, credit analysis, and financial modelling for counterparties and transactions. Prepare credit memos and recommend appropriate structures, risk appetite, and grading. Structure, negotiate, and execute loan documentation, derivatives, and other facilities. Work across secured and unsecured loans, high yield bonds, bridges, and event-driven facilities. Manage ongoing credit risk portfolio, monitoring ratings, sector trends, and client performance. Build relationships with senior internal and external stakeholders. Coach and train Analysts and Associates on technical and professional skills. Collaborate with business partners across the region to deliver client solutions. Identify and mitigate risks in complex financing structures. Support team knowledge sharing and development. Demonstrate commitment to personal and team growth. Required qualifications, capabilities, and skills Sound credit skills and judgment with a proactive approach to risk identification. Strong knowledge of transaction structures, leveraged loan documentation, and banking products. Ability to lead negotiation and execution of deal documentation and portfolio workstreams. Excellent interpersonal and communication skills, both written and verbal. Ability to establish credibility and trust with stakeholders. Self-starter who works effectively in a team environment. Proven coaching and development ability. Experience in a comparable environment. Preferred qualifications, capabilities, and skills Experience in Sponsor deal financings or relevant industrial sectors. Expertise in European languages in addition to English. Familiarity with innovation economy clients in Technology, Media & Telecoms. Advanced financial modelling skills. Experience with derivatives, trade, and treasury products. About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation. About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
AMT Consultant - Business Analyst Requisition ID: 10209 Amey Consulting is a leading consultancy that drives innovation through data and technology, enhancing our clients' business operations and processes. We provide solutions that derive insights, improve decision-making, and define a digital strategy that supports their vision, transforming and enabling them to become leaders in a rapidly changing technology and data landscape. You will be a leader within our Asset Management Transformation Team where we focus on improving our client's Infrastructure Asset Management capabilities - bringing the best of Asset Management Innovation to our clients. We utilise knowledge of ISO 55001 best practice, combining it with technology, integrated systems, asset specific understanding and embedding change in our client's organisations. What Makes This Role Unique: At Amey Consulting, we possess market-leading Asset Management specialists operating predominantly within regulated industries, particularly Major Infrastructure, Highways, Rail, Aviation, Maritime, and Energy. We focus on delivering excellence in Asset Management, underpinned by class leading data analytics and technology, helping organisations make informed decisions about managing their infrastructure assets. We embed ourselves with the client to improve their processes, systems, and data, and maintain these relationships after we leave. The Business Analyst will support the successful delivery of asset management transformation programmes across Amey's portfolio. You will work closely with clients, internal SMEs, and technical teams to understand business needs, identify challenges and improvement opportunities and translate these into clearly defined, value driven requirements and solutions. Through detailed analysis of current processes, operating models, data, and systems, you will shape future state designs that enable more efficient, sustainable, and resilient asset management practices. Your work will support both strategic decision making and the successful delivery of digital and data enabled change across the organisation. We want to hear from you if you have: Business needs analysis, ability to identify challenges, gaps, risks, and improvement opportunities across processes, systems, and data. Solution definition and design, converting business problems into actionable requirements, solution options, and future state models aligned to strategic objectives. Business process mapping and modelling (e.g., BPMN, Value Stream Mapping, User Journeys). Requirements elicitation and documentation (user stories, Business Requirements Documents, functional specifications and acceptance criteria). Working knowledge of asset management processes, lifecycle stages, asset hierarchies and data structures. Familiarity with ISO 55000 principles and asset management maturity models. Experience with asset management systems (e.g., Maximo, SAP, Confirm, Alloy, CAFM/EAM/GIS platforms). Ability to interpret and analyse data sets, asset registers, and information models. Experience defining acceptance criteria and supporting end to end testing/UAT. Understanding of Agile delivery frameworks (Scrum/Kanban) and participation in agile ceremonies. Use of process and collaboration tools such as Visio, Miro, Confluence, DevOps, Jira, or similar. Ability to work closely with developers, architects, and data teams to validate technical feasibility and ensure solutions align with business needs and strategic objectives. Documentation of solution walkthroughs, system changes, and knowledge base materials. Relevant BA qualifications or professional accreditations, such as BCS Business Analysis Foundation, Practitioner, or Diploma level certifications desirable (or working towards). Demonstrated experience in balancing financial and technical requirements to ensure successful project management outcomes. Experience in leading and managing small to medium teams to deliver projects effectively and efficiently. Skilled in building strong client relationships and providing customer focused solutions that address key client needs and deliver maximum value. Qualification with APM / PRINCE2 / AgilePM desirable (or working towards) What we can offer you: At Amey, we recognise that our biggest asset is our people. That's why when you join us, we offer flexibility, career development, a choice of benefits and support that help you through all life's ups and downs. It's the reason why Investors in People put us among the top 1% of employers. Our dedicated progression framework identifies your career pathway and progress within the organisation, and with dedicated mentoring and support on hand to ensure you hit your career milestones. We're huge advocates for professional development and offer a recognition bonus for those achieving professional qualifications. Work life Balance - Work life balance and flexibility are key for our success. We empower our people to make choices that are right for them, with hybrid, part time and flexible work patterns. And with a network of offices across the UK, we're open to discussing working options that suit you. Health cash plan, 24 GP, support and assistance programmes, wellbeing ambassadors and Wellbeing Wednesday, dental vouchers EDI At Amey we celebrate our people and all that they are. This is reflected in our Affinity Group networks, providing a community of support and connection, a safe space to share experiences, learn from one another and generate ideas - NeuroDiversity, Armed Forces, Multicultural Network, Pride, Diversability and Parents & Carers. Social Value - You'll get 2 Community Involvement Days each year to volunteer for a charity of your choice and further opportunities to support fundraising initiatives. Plus, a range of other great perks and benefits including: Pension- Generous Pension scheme which we will contribute to Choices- Our flexible benefits scheme is tailored by you, including buying additional annual leave, cycle2work scheme, charity giving and gym membership. Save with Amey- Our online voucher portal gives you access to thousands of discounts from leading retailers to help you save on shopping, days out, or nights in. Your Career at Amey Consulting At Amey Consulting, we value collective expertise, but also the spark one person can bring. As one of us, you can really be yourself, because your individuality is an asset. You'll be stretched, but always supported. We'll recognise your hard work and look after your well being too. You'll be empowered to play your part and achieve, encouraged to fulfil your own ambition as well as the shared one. Application Guidance Amey is committed to Inclusion and Diversity. We welcome applications from all suitably qualified candidates, regardless of their race, gender, disability, religion/belief, sexual orientation, or age. We are also committed to offering applicants with a disability an interview if they meet the minimum requirements for the role. Please contact our recruitment team to discuss any access needs, reasonable adjustments or additional application support that may be required at any point during the recruitment process.
Feb 27, 2026
Full time
AMT Consultant - Business Analyst Requisition ID: 10209 Amey Consulting is a leading consultancy that drives innovation through data and technology, enhancing our clients' business operations and processes. We provide solutions that derive insights, improve decision-making, and define a digital strategy that supports their vision, transforming and enabling them to become leaders in a rapidly changing technology and data landscape. You will be a leader within our Asset Management Transformation Team where we focus on improving our client's Infrastructure Asset Management capabilities - bringing the best of Asset Management Innovation to our clients. We utilise knowledge of ISO 55001 best practice, combining it with technology, integrated systems, asset specific understanding and embedding change in our client's organisations. What Makes This Role Unique: At Amey Consulting, we possess market-leading Asset Management specialists operating predominantly within regulated industries, particularly Major Infrastructure, Highways, Rail, Aviation, Maritime, and Energy. We focus on delivering excellence in Asset Management, underpinned by class leading data analytics and technology, helping organisations make informed decisions about managing their infrastructure assets. We embed ourselves with the client to improve their processes, systems, and data, and maintain these relationships after we leave. The Business Analyst will support the successful delivery of asset management transformation programmes across Amey's portfolio. You will work closely with clients, internal SMEs, and technical teams to understand business needs, identify challenges and improvement opportunities and translate these into clearly defined, value driven requirements and solutions. Through detailed analysis of current processes, operating models, data, and systems, you will shape future state designs that enable more efficient, sustainable, and resilient asset management practices. Your work will support both strategic decision making and the successful delivery of digital and data enabled change across the organisation. We want to hear from you if you have: Business needs analysis, ability to identify challenges, gaps, risks, and improvement opportunities across processes, systems, and data. Solution definition and design, converting business problems into actionable requirements, solution options, and future state models aligned to strategic objectives. Business process mapping and modelling (e.g., BPMN, Value Stream Mapping, User Journeys). Requirements elicitation and documentation (user stories, Business Requirements Documents, functional specifications and acceptance criteria). Working knowledge of asset management processes, lifecycle stages, asset hierarchies and data structures. Familiarity with ISO 55000 principles and asset management maturity models. Experience with asset management systems (e.g., Maximo, SAP, Confirm, Alloy, CAFM/EAM/GIS platforms). Ability to interpret and analyse data sets, asset registers, and information models. Experience defining acceptance criteria and supporting end to end testing/UAT. Understanding of Agile delivery frameworks (Scrum/Kanban) and participation in agile ceremonies. Use of process and collaboration tools such as Visio, Miro, Confluence, DevOps, Jira, or similar. Ability to work closely with developers, architects, and data teams to validate technical feasibility and ensure solutions align with business needs and strategic objectives. Documentation of solution walkthroughs, system changes, and knowledge base materials. Relevant BA qualifications or professional accreditations, such as BCS Business Analysis Foundation, Practitioner, or Diploma level certifications desirable (or working towards). Demonstrated experience in balancing financial and technical requirements to ensure successful project management outcomes. Experience in leading and managing small to medium teams to deliver projects effectively and efficiently. Skilled in building strong client relationships and providing customer focused solutions that address key client needs and deliver maximum value. Qualification with APM / PRINCE2 / AgilePM desirable (or working towards) What we can offer you: At Amey, we recognise that our biggest asset is our people. That's why when you join us, we offer flexibility, career development, a choice of benefits and support that help you through all life's ups and downs. It's the reason why Investors in People put us among the top 1% of employers. Our dedicated progression framework identifies your career pathway and progress within the organisation, and with dedicated mentoring and support on hand to ensure you hit your career milestones. We're huge advocates for professional development and offer a recognition bonus for those achieving professional qualifications. Work life Balance - Work life balance and flexibility are key for our success. We empower our people to make choices that are right for them, with hybrid, part time and flexible work patterns. And with a network of offices across the UK, we're open to discussing working options that suit you. Health cash plan, 24 GP, support and assistance programmes, wellbeing ambassadors and Wellbeing Wednesday, dental vouchers EDI At Amey we celebrate our people and all that they are. This is reflected in our Affinity Group networks, providing a community of support and connection, a safe space to share experiences, learn from one another and generate ideas - NeuroDiversity, Armed Forces, Multicultural Network, Pride, Diversability and Parents & Carers. Social Value - You'll get 2 Community Involvement Days each year to volunteer for a charity of your choice and further opportunities to support fundraising initiatives. Plus, a range of other great perks and benefits including: Pension- Generous Pension scheme which we will contribute to Choices- Our flexible benefits scheme is tailored by you, including buying additional annual leave, cycle2work scheme, charity giving and gym membership. Save with Amey- Our online voucher portal gives you access to thousands of discounts from leading retailers to help you save on shopping, days out, or nights in. Your Career at Amey Consulting At Amey Consulting, we value collective expertise, but also the spark one person can bring. As one of us, you can really be yourself, because your individuality is an asset. You'll be stretched, but always supported. We'll recognise your hard work and look after your well being too. You'll be empowered to play your part and achieve, encouraged to fulfil your own ambition as well as the shared one. Application Guidance Amey is committed to Inclusion and Diversity. We welcome applications from all suitably qualified candidates, regardless of their race, gender, disability, religion/belief, sexual orientation, or age. We are also committed to offering applicants with a disability an interview if they meet the minimum requirements for the role. Please contact our recruitment team to discuss any access needs, reasonable adjustments or additional application support that may be required at any point during the recruitment process.
Asset Management, Global Special Solutions, Lawyer, Executive Director, London LONDON, LONDON, United Kingdom Job Information Job Identification Business Unit Asset & Wealth Management Posting Date 02/20/2026, 11:59 AM Locations 60 Victoria Embankment, London, Greater London, EC4Y 0JP, GB Apply Before 03/13/2026, 04:00 AM Job Schedule Full time Job Shift Day Job Description JPMorgan Private Markets - Special Situations Lawyer - ED Our Business: Global Special Situations ('GSS') is a stand alone business within the Private Markets division of JPMorgan Asset Management. Since 2018, GSS has been leading the build out private credit investing and fundraising across its event driven, stressed, distressed, special situations and complex performing strategies that target investment opportunities in North America and EMEA across the capital structure, including restructures, bespoke lending and opportunistic market dislocations. The business has centers in London and New York. GSS investment strategies are offered to international clients through a range of fund structures, SMAs and specialist investment vehicles. The GSS business legal team can utilize significant internal and external resources and are also expected to be personally hands on in a fast moving and intellectually interesting investment team. Opportunity: The opportunity is for an executive director join the situational investment team as a desk lawyer jointly reporting to the Head of Research and the COO of the business. Executive Director lawyer in London to (in order of priority): Lead EMEA Special Situations / Private Credit deal legal work through the deal lifecycle (sourcing, due diligence, structuring, negotiation, execution, monitoring, restructuring and exit) Subject to suitable prior experience, ideally, take the lead on fund formation / investment vehicle work (and ancillary client DD / negotiations / sideletters) Support other legal matters across the GSS business, for example in regards fund financing, ISDA/TRS, service provider contracts, BHCA/Volcker/SEC/AIFMD/ FCA regulatory matters. European languages are advantageous but not a requirement. Requirements: Extensive special situations legal experience is mandatory. The business is seeking a UK (London) based lawyer that has a strong understanding of trade documentation, and has direct experience with drafting and negotiating credit documentation. The candidate must be a self starter who is able to work independently and is also comfortable being part of a larger investment team. The candidate will work with all members of the investment and business teams in London as well as in NY, especially when covering our NY lawyer. Strong and relevant legal experience is crucial. Communication and collaboration skills are also critical. The winning candidate should possess energy and a hunger to drive the business forwards in all regards. Strong legal analysis and experience is required across a broad range of financing, credit and equity related instruments including new issuance, major modifications, secondary transactions and securitizations in support of a dynamic investment strategy. Key Responsibilities and Attributes: Ability to work closely with the investment team and COO to provide legal analysis in a fast moving business setting. The lawyer will be expected to work with the investment team, COO and Head of Operations, on all legal matters throughout the course of an investment, including negotiation and drafting of confidentiality agreements, term sheets, and final deal documentation. Once assigned to work with an investment team member, the lawyer will be expected to become familiar and provide guidance on key legal documentation including credit agreements, and bond indentures. In addition, the lawyer will be expected to provide guidance on proposed changes to key legal documentation, including amendments and waivers. Support the COO to drive the management and strategic growth of the GSS business and private credit more broadly, such tasks may include legal, regulatory, tax, compliance, client and control environment matters as may be required from time to time. The lawyer is expected to have or establish a strong network among the legal community, which will help support sourcing of investment opportunities. Ensure that all activities are conducted in adherence with the relevant JPMAM / GSS policies and procedures as well as with all applicable legal, tax, risk and regulatory requirements. Advise on all aspects of alternative investment offerings for institutional and HNW clients, including cross JPM products. Manage outside counsel in all aspects of private fund offering documents, including formation documents, operating agreements, and side letters with underlying funds. Lead legal calls with clients and their counsel on legal due diligence and side letter negotiations. Lead analysis of new business initiatives from a legal and regulatory perspective. Ensure fund work and initiatives are 'fit for purpose', proactively managed and hit challenging milestones. Maintain industry knowledge through conference attendance and general internal / external networking. Coordinate with JPM Legal, Compliance, Conflicts, Distribution, Product Development and Tax Departments in a positive and commercial manner with close coordination with the GSS leadership team. Timings: The role is for an immediate hire in London and onboarding/starting is ideally expected within the next 90 days. Further comments on the role: Experience with drafting and negotiating credit documentation, including trade documentation. Strong verbal and written skills, along with outstanding interpersonal skills. Proven ability to work under pressure and to tight deadlines. Intellectual curiosity and a heightened willingness to learn new skills and new elements of law and regulation across multiple jurisdictions, so that potential issues are pre emptively considered and succinctly presented. Prepare and refine transaction documents using GSS templates and precedents. Support execution of NDAs, engagement letters, commitment papers, intercreditor agreements, amendments, and ancillary documentation. Lead first line negotiations on documentation, escalating to internal approvers as required. Develop commercial judgment and stakeholder management to drive timely, market aligned outcomes. Legal and Regulatory Research: Conduct targeted legal research across relevant jurisdictions and maintain awareness of evolving legal, regulatory, and market developments affecting private credit. Partner with CIOs, analysts, operations/COO, and internal Legal & Compliance in New York and London on transaction workflows, closing checklists, conditions precedent/subsequent, and post closing portfolio updates. Assist with fund level legal, regulatory, and governance tasks, including policy implementation and oversight support. External Counsel Management: Assist in instructing, managing, and benchmarking external counsel; review advice for practical, risk aligned implementation. Maintain accurate document and precedent repositories; support matter tracking and knowledge capture. Identify and implement process improvements, automation opportunities, and playbook enhancements to increase efficiency and deal velocity. About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first class business in a first class way approach to serving clients drives everything we do. We strive to build trusted, long term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Feb 27, 2026
Full time
Asset Management, Global Special Solutions, Lawyer, Executive Director, London LONDON, LONDON, United Kingdom Job Information Job Identification Business Unit Asset & Wealth Management Posting Date 02/20/2026, 11:59 AM Locations 60 Victoria Embankment, London, Greater London, EC4Y 0JP, GB Apply Before 03/13/2026, 04:00 AM Job Schedule Full time Job Shift Day Job Description JPMorgan Private Markets - Special Situations Lawyer - ED Our Business: Global Special Situations ('GSS') is a stand alone business within the Private Markets division of JPMorgan Asset Management. Since 2018, GSS has been leading the build out private credit investing and fundraising across its event driven, stressed, distressed, special situations and complex performing strategies that target investment opportunities in North America and EMEA across the capital structure, including restructures, bespoke lending and opportunistic market dislocations. The business has centers in London and New York. GSS investment strategies are offered to international clients through a range of fund structures, SMAs and specialist investment vehicles. The GSS business legal team can utilize significant internal and external resources and are also expected to be personally hands on in a fast moving and intellectually interesting investment team. Opportunity: The opportunity is for an executive director join the situational investment team as a desk lawyer jointly reporting to the Head of Research and the COO of the business. Executive Director lawyer in London to (in order of priority): Lead EMEA Special Situations / Private Credit deal legal work through the deal lifecycle (sourcing, due diligence, structuring, negotiation, execution, monitoring, restructuring and exit) Subject to suitable prior experience, ideally, take the lead on fund formation / investment vehicle work (and ancillary client DD / negotiations / sideletters) Support other legal matters across the GSS business, for example in regards fund financing, ISDA/TRS, service provider contracts, BHCA/Volcker/SEC/AIFMD/ FCA regulatory matters. European languages are advantageous but not a requirement. Requirements: Extensive special situations legal experience is mandatory. The business is seeking a UK (London) based lawyer that has a strong understanding of trade documentation, and has direct experience with drafting and negotiating credit documentation. The candidate must be a self starter who is able to work independently and is also comfortable being part of a larger investment team. The candidate will work with all members of the investment and business teams in London as well as in NY, especially when covering our NY lawyer. Strong and relevant legal experience is crucial. Communication and collaboration skills are also critical. The winning candidate should possess energy and a hunger to drive the business forwards in all regards. Strong legal analysis and experience is required across a broad range of financing, credit and equity related instruments including new issuance, major modifications, secondary transactions and securitizations in support of a dynamic investment strategy. Key Responsibilities and Attributes: Ability to work closely with the investment team and COO to provide legal analysis in a fast moving business setting. The lawyer will be expected to work with the investment team, COO and Head of Operations, on all legal matters throughout the course of an investment, including negotiation and drafting of confidentiality agreements, term sheets, and final deal documentation. Once assigned to work with an investment team member, the lawyer will be expected to become familiar and provide guidance on key legal documentation including credit agreements, and bond indentures. In addition, the lawyer will be expected to provide guidance on proposed changes to key legal documentation, including amendments and waivers. Support the COO to drive the management and strategic growth of the GSS business and private credit more broadly, such tasks may include legal, regulatory, tax, compliance, client and control environment matters as may be required from time to time. The lawyer is expected to have or establish a strong network among the legal community, which will help support sourcing of investment opportunities. Ensure that all activities are conducted in adherence with the relevant JPMAM / GSS policies and procedures as well as with all applicable legal, tax, risk and regulatory requirements. Advise on all aspects of alternative investment offerings for institutional and HNW clients, including cross JPM products. Manage outside counsel in all aspects of private fund offering documents, including formation documents, operating agreements, and side letters with underlying funds. Lead legal calls with clients and their counsel on legal due diligence and side letter negotiations. Lead analysis of new business initiatives from a legal and regulatory perspective. Ensure fund work and initiatives are 'fit for purpose', proactively managed and hit challenging milestones. Maintain industry knowledge through conference attendance and general internal / external networking. Coordinate with JPM Legal, Compliance, Conflicts, Distribution, Product Development and Tax Departments in a positive and commercial manner with close coordination with the GSS leadership team. Timings: The role is for an immediate hire in London and onboarding/starting is ideally expected within the next 90 days. Further comments on the role: Experience with drafting and negotiating credit documentation, including trade documentation. Strong verbal and written skills, along with outstanding interpersonal skills. Proven ability to work under pressure and to tight deadlines. Intellectual curiosity and a heightened willingness to learn new skills and new elements of law and regulation across multiple jurisdictions, so that potential issues are pre emptively considered and succinctly presented. Prepare and refine transaction documents using GSS templates and precedents. Support execution of NDAs, engagement letters, commitment papers, intercreditor agreements, amendments, and ancillary documentation. Lead first line negotiations on documentation, escalating to internal approvers as required. Develop commercial judgment and stakeholder management to drive timely, market aligned outcomes. Legal and Regulatory Research: Conduct targeted legal research across relevant jurisdictions and maintain awareness of evolving legal, regulatory, and market developments affecting private credit. Partner with CIOs, analysts, operations/COO, and internal Legal & Compliance in New York and London on transaction workflows, closing checklists, conditions precedent/subsequent, and post closing portfolio updates. Assist with fund level legal, regulatory, and governance tasks, including policy implementation and oversight support. External Counsel Management: Assist in instructing, managing, and benchmarking external counsel; review advice for practical, risk aligned implementation. Maintain accurate document and precedent repositories; support matter tracking and knowledge capture. Identify and implement process improvements, automation opportunities, and playbook enhancements to increase efficiency and deal velocity. About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first class business in a first class way approach to serving clients drives everything we do. We strive to build trusted, long term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
For additional information, please review .Citi's Global Markets business is a leading financial services franchise, offering unparalleled access to trading, hedging, and investment opportunities across a broad range of asset classes. Within this dynamic environment, our Spread business stands as a cornerstone, delivering innovative solutions and deep market insights to our institutional clients worldwide. We pride ourselves on our sophisticated trading capabilities, extensive global footprint, and commitment to client success, operating at the forefront of financial innovation.We are seeking a highly motivated and experienced individual to join our team as a VP, Investment Grade Corporates Trader. This role presents a significant opportunity to contribute to a critical trading desk, focusing on market making and risk management within the investment-grade corporate bond sector. The successful candidate will be instrumental in executing trades, managing inventory, and contributing to strategic positioning, directly impacting the profitability and market presence of Citi's Fixed Income franchise. This is an exciting opportunity for an experienced professional looking to further their career in a dynamic and challenging trading environment at a tier-one investment bank. Primary Responsibilities of the role Manage and optimize a trading book of investment-grade corporate bonds, adhering strictly to risk limits, compliance procedures, and regulatory requirements. Provide competitive pricing and execute trades for institutional clients across various investment-grade corporate instruments. Develop and implement trading strategies to identify and capture relative value opportunities, employing sophisticated analytical tools and market intelligence. Continuously monitor market trends, credit developments, and macroeconomic factors influencing the investment-grade corporate bond market. Collaborate effectively with sales teams, research analysts, and other trading desks to facilitate client flow, exchange market insights, and optimize cross-product opportunities. Contribute to the ongoing enhancement of trading analytics, pricing models, and technological infrastructure to improve desk performance and efficiency. What we need from you Extensive experience as a trader in investment-grade corporate bonds within a major financial institution. Deep understanding of fixed income market dynamics, credit analysis, and product-specific nuances within the investment-grade corporate sector. Demonstrated proficiency in risk management techniques, including P&L attribution, hedging strategies, and regulatory capital considerations. Strong quantitative and analytical skills, with the ability to interpret complex market data and develop robust trading ideas. Excellent communication and interpersonal skills, capable of building and maintaining strong relationships with internal and external stakeholders. Bachelor's or Master's degree in Finance, Economics, Quantitative Finance, or a related field. Relevant professional qualifications (e.g., Series 7, 63, CFA) are highly desirable. What Citi can offer you By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 27 days annual leave (plus bank holidays) A discretional annual performance related bonus Private Medical Care & Life Insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resourcesAlongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.If you are actively working with clients, have a passion for relationships and want to be part of a successful global franchise - then apply today.This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certified Role Wording Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, Integrity and Reputation Financial soundness Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Trading Job Family: Trading Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi's and the poster.
Feb 27, 2026
Full time
For additional information, please review .Citi's Global Markets business is a leading financial services franchise, offering unparalleled access to trading, hedging, and investment opportunities across a broad range of asset classes. Within this dynamic environment, our Spread business stands as a cornerstone, delivering innovative solutions and deep market insights to our institutional clients worldwide. We pride ourselves on our sophisticated trading capabilities, extensive global footprint, and commitment to client success, operating at the forefront of financial innovation.We are seeking a highly motivated and experienced individual to join our team as a VP, Investment Grade Corporates Trader. This role presents a significant opportunity to contribute to a critical trading desk, focusing on market making and risk management within the investment-grade corporate bond sector. The successful candidate will be instrumental in executing trades, managing inventory, and contributing to strategic positioning, directly impacting the profitability and market presence of Citi's Fixed Income franchise. This is an exciting opportunity for an experienced professional looking to further their career in a dynamic and challenging trading environment at a tier-one investment bank. Primary Responsibilities of the role Manage and optimize a trading book of investment-grade corporate bonds, adhering strictly to risk limits, compliance procedures, and regulatory requirements. Provide competitive pricing and execute trades for institutional clients across various investment-grade corporate instruments. Develop and implement trading strategies to identify and capture relative value opportunities, employing sophisticated analytical tools and market intelligence. Continuously monitor market trends, credit developments, and macroeconomic factors influencing the investment-grade corporate bond market. Collaborate effectively with sales teams, research analysts, and other trading desks to facilitate client flow, exchange market insights, and optimize cross-product opportunities. Contribute to the ongoing enhancement of trading analytics, pricing models, and technological infrastructure to improve desk performance and efficiency. What we need from you Extensive experience as a trader in investment-grade corporate bonds within a major financial institution. Deep understanding of fixed income market dynamics, credit analysis, and product-specific nuances within the investment-grade corporate sector. Demonstrated proficiency in risk management techniques, including P&L attribution, hedging strategies, and regulatory capital considerations. Strong quantitative and analytical skills, with the ability to interpret complex market data and develop robust trading ideas. Excellent communication and interpersonal skills, capable of building and maintaining strong relationships with internal and external stakeholders. Bachelor's or Master's degree in Finance, Economics, Quantitative Finance, or a related field. Relevant professional qualifications (e.g., Series 7, 63, CFA) are highly desirable. What Citi can offer you By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 27 days annual leave (plus bank holidays) A discretional annual performance related bonus Private Medical Care & Life Insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resourcesAlongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.If you are actively working with clients, have a passion for relationships and want to be part of a successful global franchise - then apply today.This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certified Role Wording Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, Integrity and Reputation Financial soundness Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Trading Job Family: Trading Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi's and the poster.
Role Overview We are seeking a Senior Portfolio Manager to be a key risk taker in managing global rates portfolios at Insight. The team manages c.$16 billion in global government mandates and c$2-3bn in European and UK government mandates. Further, the team is responsible for co-managing $13bn of global and euro aggregate mandates as well as absolute return strategies with the respective credit teams. The team also runs active rates overlays on credit portfolios across Insight. The role would also require the individual to manage existing client relationships across the rates franchise and contribute to business development as needed. Insight operates a team based approach to risk taking in the rates franchise and we collaborate closely with credit, FX and macro research teams. The role will report to (and work closely with) the head of Global rates alongside two other portfolio managers with the team is supported by two portfolio analysts. The market coverage is typically divided up on the team by regional bloc. The ideal candidate would have a global portfolio management focus but lead on macro/market coverage and idea generation for the team on Asia-Pacific rates (e.g. Japan, China, Korea). The latter is not essential as we would look to adapt market coverage to the preferred candidates background in terms of regional responsibility. The individual will also be required to contribute to internal business projects as needed and help develop junior talent on the team. Role Responsibilities The work of a Senior Portfolio Manager includes the following tasks revolving around the management of global rates portfolios. Portfolio Management Generating investment ideas in global rates markets Ability to operate within and adapt to Insight's established investment process Focus on portfolio construction and ability to work across a large number of portfolios given the different investment objectives, opportunity sets and guideline freedoms across c.90+ rates portfolios on which the team trades Understanding Insight's process outputs and how they relate to target portfolio exposures. Contribute to the ongoing development of the investment process Daily monitoring of portfolio risk on multiple systems, ensuring that portfolio exposures are closely aligned with target exposures Working with Portfolio Analysts to ensure efficient implementation across portfolios Ability to work closely with other macro focused teams e.g. FX, macro research, Emerging markets and credit as needed Support internal projects for the business where PM input is required Develop junior members of the team Client Engagement and Business Development Lead client review meetings for global rates strategies with large institutional clients Working with distribution teams globally as needed in relation to business development Improving pitching and reporting materials for the team Helping with client and prospective client enquiries with portfolio and market analysis, including market and portfolio commentary Experience Required Portfolio Management Extensive experience in Portfolio Management (or equivalent risk taking) in global rates markets Track record of generating alpha in rates markets Global focus preferred but flexible if the individual has previously focused on Euro, UK, Asia, or local emerging markets Detail oriented whilst working under pressure and to tight deadlines Quantitative skills helpful, ability to interpret and question models and perform analyses in Python, Excel, and Bloomberg Communication and Leadership Excellent communication skills, both written and verbal, ability to represent strategies to clients and internal stakeholders Ability to lead but also to listen and take on undesirable tasks when required; we believe in a team-based approach where we are respectful of one another, constructively challenge one another and help each other out when needed Highly inquisitive and competitive, skeptical of the status quo, with an innate desire to improve team output and strive for a superior product and platform than our competitors Insight Investment is an equal opportunities employer and makes employment decisions without regard to race,color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or areassistinga candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at About Insight Investment Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at:
Feb 27, 2026
Full time
Role Overview We are seeking a Senior Portfolio Manager to be a key risk taker in managing global rates portfolios at Insight. The team manages c.$16 billion in global government mandates and c$2-3bn in European and UK government mandates. Further, the team is responsible for co-managing $13bn of global and euro aggregate mandates as well as absolute return strategies with the respective credit teams. The team also runs active rates overlays on credit portfolios across Insight. The role would also require the individual to manage existing client relationships across the rates franchise and contribute to business development as needed. Insight operates a team based approach to risk taking in the rates franchise and we collaborate closely with credit, FX and macro research teams. The role will report to (and work closely with) the head of Global rates alongside two other portfolio managers with the team is supported by two portfolio analysts. The market coverage is typically divided up on the team by regional bloc. The ideal candidate would have a global portfolio management focus but lead on macro/market coverage and idea generation for the team on Asia-Pacific rates (e.g. Japan, China, Korea). The latter is not essential as we would look to adapt market coverage to the preferred candidates background in terms of regional responsibility. The individual will also be required to contribute to internal business projects as needed and help develop junior talent on the team. Role Responsibilities The work of a Senior Portfolio Manager includes the following tasks revolving around the management of global rates portfolios. Portfolio Management Generating investment ideas in global rates markets Ability to operate within and adapt to Insight's established investment process Focus on portfolio construction and ability to work across a large number of portfolios given the different investment objectives, opportunity sets and guideline freedoms across c.90+ rates portfolios on which the team trades Understanding Insight's process outputs and how they relate to target portfolio exposures. Contribute to the ongoing development of the investment process Daily monitoring of portfolio risk on multiple systems, ensuring that portfolio exposures are closely aligned with target exposures Working with Portfolio Analysts to ensure efficient implementation across portfolios Ability to work closely with other macro focused teams e.g. FX, macro research, Emerging markets and credit as needed Support internal projects for the business where PM input is required Develop junior members of the team Client Engagement and Business Development Lead client review meetings for global rates strategies with large institutional clients Working with distribution teams globally as needed in relation to business development Improving pitching and reporting materials for the team Helping with client and prospective client enquiries with portfolio and market analysis, including market and portfolio commentary Experience Required Portfolio Management Extensive experience in Portfolio Management (or equivalent risk taking) in global rates markets Track record of generating alpha in rates markets Global focus preferred but flexible if the individual has previously focused on Euro, UK, Asia, or local emerging markets Detail oriented whilst working under pressure and to tight deadlines Quantitative skills helpful, ability to interpret and question models and perform analyses in Python, Excel, and Bloomberg Communication and Leadership Excellent communication skills, both written and verbal, ability to represent strategies to clients and internal stakeholders Ability to lead but also to listen and take on undesirable tasks when required; we believe in a team-based approach where we are respectful of one another, constructively challenge one another and help each other out when needed Highly inquisitive and competitive, skeptical of the status quo, with an innate desire to improve team output and strive for a superior product and platform than our competitors Insight Investment is an equal opportunities employer and makes employment decisions without regard to race,color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or areassistinga candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at About Insight Investment Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at:
Overview Citi's Global Markets business is a leading financial services franchise, offering access to trading, hedging, and investment opportunities across asset classes. Our Spread business delivers innovative solutions and market insights to institutional clients worldwide, with a focus on sophisticated trading capabilities and a global footprint. We are seeking a highly motivated and experienced professional to join our team as a VP, Investment Grade Corporates Trader. This role focuses on market making and risk management within the investment-grade corporate bond sector, executing trades, managing inventory, and contributing to strategic positioning to support Citi's Fixed Income franchise. This is an opportunity for an experienced professional to advance their career in a dynamic trading environment at a tier-one investment bank. Responsibilities Manage and optimize a trading book of investment-grade corporate bonds, adhering to risk limits, compliance procedures, and regulatory requirements. Provide competitive pricing and execute trades for institutional clients across investment-grade corporate instruments. Develop and implement trading strategies to identify and capture relative value opportunities, using analytical tools and market intelligence. Continuously monitor market trends, credit developments, and macroeconomic factors affecting the investment-grade corporate bond market. Collaborate with sales, research analysts, and other trading desks to facilitate client flow and share market insights to optimize cross-product opportunities. Contribute to the enhancement of trading analytics, pricing models, and technology to improve desk performance and efficiency. What we need from you Extensive experience as a trader in investment-grade corporate bonds within a major financial institution. Deep understanding of fixed income market dynamics, credit analysis, and product nuances in the investment-grade corporate sector. Proficiency in risk management techniques, including P&L attribution, hedging strategies, and regulatory capital considerations. Strong quantitative and analytical skills with the ability to interpret complex market data and develop robust trading ideas. Excellent communication and interpersonal skills, capable of building and maintaining relationships with internal and external stakeholders. Bachelor's or Master's degree in Finance, Economics, Quantitative Finance, or related field. Relevant professional qualifications (e.g., Series 7, 63, CFA) are highly desirable. What Citi can offer you By joining Citi London, you will have a business-casual workplace with a hybrid model (up to 2 days working from home per week), plus a competitive base salary (annually reviewed) and a range of benefits: 27 days annual leave (plus bank holidays) Discretionary annual performance-related bonus Private medical care and life insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to learning and development resources Citi is committed to creating a workplace where everyone feels comfortable bringing their whole self to work every day. We seek the best talent from around the world to join, stay, and thrive. If you are actively working with clients, have a passion for relationships, and want to be part of a successful global franchise, apply today. This job description provides a high-level review of the types of work performed. Other duties may be assigned as required. Certified Role Wording Candidates applying for this role are subject to the FCA and PRA Certification Regime under the Certification Regime, as part of the Individual Accountability Regime. Assessments will consider fitness and propriety, including honesty, financial soundness, and competence. The role may involve interviews, self-disclosures, background checks, and other screening measures. Further guidance: Citi entities must ensure that employees in certified roles are fit and proper to carry out their responsibilities. Note: This description is not exhaustive and may be amended to reflect regulatory and business needs.
Feb 24, 2026
Full time
Overview Citi's Global Markets business is a leading financial services franchise, offering access to trading, hedging, and investment opportunities across asset classes. Our Spread business delivers innovative solutions and market insights to institutional clients worldwide, with a focus on sophisticated trading capabilities and a global footprint. We are seeking a highly motivated and experienced professional to join our team as a VP, Investment Grade Corporates Trader. This role focuses on market making and risk management within the investment-grade corporate bond sector, executing trades, managing inventory, and contributing to strategic positioning to support Citi's Fixed Income franchise. This is an opportunity for an experienced professional to advance their career in a dynamic trading environment at a tier-one investment bank. Responsibilities Manage and optimize a trading book of investment-grade corporate bonds, adhering to risk limits, compliance procedures, and regulatory requirements. Provide competitive pricing and execute trades for institutional clients across investment-grade corporate instruments. Develop and implement trading strategies to identify and capture relative value opportunities, using analytical tools and market intelligence. Continuously monitor market trends, credit developments, and macroeconomic factors affecting the investment-grade corporate bond market. Collaborate with sales, research analysts, and other trading desks to facilitate client flow and share market insights to optimize cross-product opportunities. Contribute to the enhancement of trading analytics, pricing models, and technology to improve desk performance and efficiency. What we need from you Extensive experience as a trader in investment-grade corporate bonds within a major financial institution. Deep understanding of fixed income market dynamics, credit analysis, and product nuances in the investment-grade corporate sector. Proficiency in risk management techniques, including P&L attribution, hedging strategies, and regulatory capital considerations. Strong quantitative and analytical skills with the ability to interpret complex market data and develop robust trading ideas. Excellent communication and interpersonal skills, capable of building and maintaining relationships with internal and external stakeholders. Bachelor's or Master's degree in Finance, Economics, Quantitative Finance, or related field. Relevant professional qualifications (e.g., Series 7, 63, CFA) are highly desirable. What Citi can offer you By joining Citi London, you will have a business-casual workplace with a hybrid model (up to 2 days working from home per week), plus a competitive base salary (annually reviewed) and a range of benefits: 27 days annual leave (plus bank holidays) Discretionary annual performance-related bonus Private medical care and life insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to learning and development resources Citi is committed to creating a workplace where everyone feels comfortable bringing their whole self to work every day. We seek the best talent from around the world to join, stay, and thrive. If you are actively working with clients, have a passion for relationships, and want to be part of a successful global franchise, apply today. This job description provides a high-level review of the types of work performed. Other duties may be assigned as required. Certified Role Wording Candidates applying for this role are subject to the FCA and PRA Certification Regime under the Certification Regime, as part of the Individual Accountability Regime. Assessments will consider fitness and propriety, including honesty, financial soundness, and competence. The role may involve interviews, self-disclosures, background checks, and other screening measures. Further guidance: Citi entities must ensure that employees in certified roles are fit and proper to carry out their responsibilities. Note: This description is not exhaustive and may be amended to reflect regulatory and business needs.
TransUnion's Job Applicant Privacy Notice What We'll Bring: We Are TransUnion: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance. What You'll Bring: We're looking for a Customer Relations Advisor (12 Month Fixed Term Contract) to join our growing Consumer Relations team. In this fast-paced role, you will work with our wider Customer Relations & Consumer services team to deal with consumer complaints relating to their credit report. So whether you are currently working within Complaints, Redress or Customer Services this exciting role will offer a host of development opportunities as part of a global team. Day to Day You'll Be: Proactively managing a caseload of consumer complaints, you'll work with all the relevant internal and external customers to bring the complaint to a mutually agreeable close Escalate complaints when needed Support with compiling information for consumer Data Subject Access Requests (DSAR) Ensure quality assurance and accurate MI reporting Reviewing any 'potential complaints' cataloged in the system by Customer Services. The flagged cases will need to be manually review by a complaints expert to ascertain if they need to be worked as a complaint or placed back into the customer services work queues. Working closely with the customer relations team as one day per week you'll be on the front line dealing with queries as they come in from consumers and clients. Essential Skills & Experience: Prior experience obtained within a complaints, redress or customer services function either on the phone, web chat or via email Great communication skills with the ability to empathise with the consumer and guide the conversation An ability to manage multiple cases effectively, you'll be able to plan and prioritise your day and adapt to sudden changes easily. Desirable Skills & Experience: Any experience of dealing with financial services complaints and liaising with the ICO and/or Financial Ombudsman Service would be great to see, however full training will be given. Impact You'll Make: What's In It For you? At TransUnion you will be joining a friendly, forward thinking global business. As well as an excellent salary and bonus scheme or commission scheme (if joining our sales teams) our benefits package comes with: 26 days' annual leave + bank holidays (increasing with service) Global paid wellness days off + a bonus day off to celebrate your birthday A generous contributory pension scheme + access to the TransUnion Employee Stock Purchase Plan Private health care + a variety of physical, mental and financial fitness wellbeing programmes such as access to mindfulness tools Access to our diversity forums and communities so you can get involved in causes close to your heart TransUnion - a place to grow: If there's something on the list of essential / desirable skills that you can't quite tick off, don't let that put you off applying. We are open to exploring training and development opportunities for the right candidate to ensure you are successful. We know imposter syndrome is real, lets confront it so we can continue to grow and thrive together Flexibility at TU: We recognise that our people need the freedom to balance their day-to-day lives with their work. This is why we've set out to create inclusive and flexible policies and practices for you to accommodate all your responsibilities and needs: children, family and beyond. If the role is advertised as full time, don't let this stop you from applying. Let us know if you're looking for a part time or flexible working arrangement and we can discuss this with you. Additional support: At TransUnion, we're committed to fostering an inclusive and diverse workplace where all individual's talents and perspectives are valued. When you apply for a position with us, you're not just joining a team, you're becoming part of a community that celebrates differences and embraces equality. We understand that everyone has different needs, which is why we offer a range of reasonable adjustments to our recruitment process. Please let us know if you require any reasonable adjustments to help you through the application process or to attend an interview with us by contacting (url removed) Interview & Hiring Process: Most of our recruitment processes are virtual, so you'll get to know our hiring managers and teams over the phone and through video. If we need you to attend a physical in person interview your recruiter will inform you of this. We do not accept any unsolicited CV's from recruitment agencies. If you are a recruitment agency on our PSL our talent team will contact you directly should we require any assistance. Find out more about Life At TU UK: (url removed) is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. TransUnion Job Title Analyst, Consumer Operations Support
Feb 24, 2026
Full time
TransUnion's Job Applicant Privacy Notice What We'll Bring: We Are TransUnion: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance. What You'll Bring: We're looking for a Customer Relations Advisor (12 Month Fixed Term Contract) to join our growing Consumer Relations team. In this fast-paced role, you will work with our wider Customer Relations & Consumer services team to deal with consumer complaints relating to their credit report. So whether you are currently working within Complaints, Redress or Customer Services this exciting role will offer a host of development opportunities as part of a global team. Day to Day You'll Be: Proactively managing a caseload of consumer complaints, you'll work with all the relevant internal and external customers to bring the complaint to a mutually agreeable close Escalate complaints when needed Support with compiling information for consumer Data Subject Access Requests (DSAR) Ensure quality assurance and accurate MI reporting Reviewing any 'potential complaints' cataloged in the system by Customer Services. The flagged cases will need to be manually review by a complaints expert to ascertain if they need to be worked as a complaint or placed back into the customer services work queues. Working closely with the customer relations team as one day per week you'll be on the front line dealing with queries as they come in from consumers and clients. Essential Skills & Experience: Prior experience obtained within a complaints, redress or customer services function either on the phone, web chat or via email Great communication skills with the ability to empathise with the consumer and guide the conversation An ability to manage multiple cases effectively, you'll be able to plan and prioritise your day and adapt to sudden changes easily. Desirable Skills & Experience: Any experience of dealing with financial services complaints and liaising with the ICO and/or Financial Ombudsman Service would be great to see, however full training will be given. Impact You'll Make: What's In It For you? At TransUnion you will be joining a friendly, forward thinking global business. As well as an excellent salary and bonus scheme or commission scheme (if joining our sales teams) our benefits package comes with: 26 days' annual leave + bank holidays (increasing with service) Global paid wellness days off + a bonus day off to celebrate your birthday A generous contributory pension scheme + access to the TransUnion Employee Stock Purchase Plan Private health care + a variety of physical, mental and financial fitness wellbeing programmes such as access to mindfulness tools Access to our diversity forums and communities so you can get involved in causes close to your heart TransUnion - a place to grow: If there's something on the list of essential / desirable skills that you can't quite tick off, don't let that put you off applying. We are open to exploring training and development opportunities for the right candidate to ensure you are successful. We know imposter syndrome is real, lets confront it so we can continue to grow and thrive together Flexibility at TU: We recognise that our people need the freedom to balance their day-to-day lives with their work. This is why we've set out to create inclusive and flexible policies and practices for you to accommodate all your responsibilities and needs: children, family and beyond. If the role is advertised as full time, don't let this stop you from applying. Let us know if you're looking for a part time or flexible working arrangement and we can discuss this with you. Additional support: At TransUnion, we're committed to fostering an inclusive and diverse workplace where all individual's talents and perspectives are valued. When you apply for a position with us, you're not just joining a team, you're becoming part of a community that celebrates differences and embraces equality. We understand that everyone has different needs, which is why we offer a range of reasonable adjustments to our recruitment process. Please let us know if you require any reasonable adjustments to help you through the application process or to attend an interview with us by contacting (url removed) Interview & Hiring Process: Most of our recruitment processes are virtual, so you'll get to know our hiring managers and teams over the phone and through video. If we need you to attend a physical in person interview your recruiter will inform you of this. We do not accept any unsolicited CV's from recruitment agencies. If you are a recruitment agency on our PSL our talent team will contact you directly should we require any assistance. Find out more about Life At TU UK: (url removed) is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. TransUnion Job Title Analyst, Consumer Operations Support
About StarCompliance StarCompliance is on a mission to make compliance simple and easy. Trusted globally by enterprise financial institutions, the user friendly STAR platform empowers organizations to achieve regulatory compliance while safeguarding their integrity and business reputations. Through a customizable, 360 degree view of employee activity, the STAR software enables firms to automate the detection and resolution of potential areas of conflict while streamlining daily workflows and increasing efficiency. Role The Client Success Manager (Lead Analyst) plays a pivotal role in ensuring clients realise maximum value from the StarCompliance platform. This role partners closely with clients to understand their compliance programs, guide them through configuration and adoption, and ensure long term satisfaction and platform engagement. A Lead Analyst acts as a senior resource within the team, driving complex client initiatives, supporting continuous improvement, and serving as a subject matter expert across Star's product suite. Responsibilities Client Partnership and Strategic Engagement Act as the primary point of contact for a portfolio of enterprise and strategic accounts. Build trusted relationships with client stakeholders by demonstrating deep understanding of compliance requirements and StarCompliance capabilities. Lead strategic conversations focused on best practices, optimization opportunities, and program expansion. Service Delivery and Technical Execution Oversee client platform configuration, including advanced data setups, rules creation, automated workflows, and integration testing. Proactively identify and remediate issues impacting client adoption, performance, or compliance outcomes. Take end to end ownership of requests and issues ensuring timely resolution, proactive client communication, and effective coordination across teams. Oversight, Risk Management and Advocacy Monitor client usage patterns, KPIs, and program health to identify risks and growth opportunities. Partner with internal teams (Product, Engineering, Compliance Advisory, Support) to coordinate solutions for complex client needs. Serve as the escalation point for critical issues, ensuring timely and transparent communication. Customer Success Manager_December 2025 Leadership and Knowledge Sharing Mentor analyst and senior level team members and support onboarding of new colleagues. Contribute to internal playbooks, documentation, and operational standards. Champion new product functionality and represent client feedback during product planning cycles. Foster a culture of collaboration, accountability and continuous learning by offering advice, guidance and support to colleagues. Actively build strong relationships across the team, promote open communication and shared learning and help ensure team objectives and service delivery standards are consistently met. Skills and Experience 5 years in Client Success, Account Management, Compliance Technology, or related roles. Experience supporting enterprise clients within SaaS, financial services, or regulatory technology. Strong understanding of compliance concepts such as personal trading, OBA, attestations, conflicts of interest, or related controls. Excellent stakeholder management skills with the professionalism to represent StarCompliance in high pressure, client facing scenarios and the ability to prioritise effectively in a fast paced environment. The ability to analyze complex data, translate business needs into platform configurations with excellent written and verbal communication skills, capable of clearly conveying topics and solutions to technical and non technical audiences. A commitment to learning new products, tools, technologies and practices. Preferred Experience with data integrations (SFTP, APIs, batch file processing). Prior experience with compliance platforms-knowledge of StarCompliance platform is advantageous. Experience leading or supervising a team or coaching and mentoring junior team members. StarCompliance Background Checks All positions require pre employment screening due to employees potentially having access to highly sensitive and confidential information involving finance and compliance; candidates must be trustworthy and have a heightened sensitivity to protecting confidential financial, professional information. To be eligible for employment with StarCompliance, candidates must undergo a rigorous background investigation with checks including, but not limited to, criminal record history, consumer credit, employment history, qualifications, and education checks. Equal Opportunity Employer Statement We prohibit discrimination and harassment of any kind based on race, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, gender identity or expression, marital/civil union/domestic partnership status, veteran status or any other protected characteristic as outlined by country, state, or local laws. This policy applies to all employment practices within our organisation, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. StarCompliance makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, please request a copy of our Equal Opportunities Policy.
Feb 24, 2026
Full time
About StarCompliance StarCompliance is on a mission to make compliance simple and easy. Trusted globally by enterprise financial institutions, the user friendly STAR platform empowers organizations to achieve regulatory compliance while safeguarding their integrity and business reputations. Through a customizable, 360 degree view of employee activity, the STAR software enables firms to automate the detection and resolution of potential areas of conflict while streamlining daily workflows and increasing efficiency. Role The Client Success Manager (Lead Analyst) plays a pivotal role in ensuring clients realise maximum value from the StarCompliance platform. This role partners closely with clients to understand their compliance programs, guide them through configuration and adoption, and ensure long term satisfaction and platform engagement. A Lead Analyst acts as a senior resource within the team, driving complex client initiatives, supporting continuous improvement, and serving as a subject matter expert across Star's product suite. Responsibilities Client Partnership and Strategic Engagement Act as the primary point of contact for a portfolio of enterprise and strategic accounts. Build trusted relationships with client stakeholders by demonstrating deep understanding of compliance requirements and StarCompliance capabilities. Lead strategic conversations focused on best practices, optimization opportunities, and program expansion. Service Delivery and Technical Execution Oversee client platform configuration, including advanced data setups, rules creation, automated workflows, and integration testing. Proactively identify and remediate issues impacting client adoption, performance, or compliance outcomes. Take end to end ownership of requests and issues ensuring timely resolution, proactive client communication, and effective coordination across teams. Oversight, Risk Management and Advocacy Monitor client usage patterns, KPIs, and program health to identify risks and growth opportunities. Partner with internal teams (Product, Engineering, Compliance Advisory, Support) to coordinate solutions for complex client needs. Serve as the escalation point for critical issues, ensuring timely and transparent communication. Customer Success Manager_December 2025 Leadership and Knowledge Sharing Mentor analyst and senior level team members and support onboarding of new colleagues. Contribute to internal playbooks, documentation, and operational standards. Champion new product functionality and represent client feedback during product planning cycles. Foster a culture of collaboration, accountability and continuous learning by offering advice, guidance and support to colleagues. Actively build strong relationships across the team, promote open communication and shared learning and help ensure team objectives and service delivery standards are consistently met. Skills and Experience 5 years in Client Success, Account Management, Compliance Technology, or related roles. Experience supporting enterprise clients within SaaS, financial services, or regulatory technology. Strong understanding of compliance concepts such as personal trading, OBA, attestations, conflicts of interest, or related controls. Excellent stakeholder management skills with the professionalism to represent StarCompliance in high pressure, client facing scenarios and the ability to prioritise effectively in a fast paced environment. The ability to analyze complex data, translate business needs into platform configurations with excellent written and verbal communication skills, capable of clearly conveying topics and solutions to technical and non technical audiences. A commitment to learning new products, tools, technologies and practices. Preferred Experience with data integrations (SFTP, APIs, batch file processing). Prior experience with compliance platforms-knowledge of StarCompliance platform is advantageous. Experience leading or supervising a team or coaching and mentoring junior team members. StarCompliance Background Checks All positions require pre employment screening due to employees potentially having access to highly sensitive and confidential information involving finance and compliance; candidates must be trustworthy and have a heightened sensitivity to protecting confidential financial, professional information. To be eligible for employment with StarCompliance, candidates must undergo a rigorous background investigation with checks including, but not limited to, criminal record history, consumer credit, employment history, qualifications, and education checks. Equal Opportunity Employer Statement We prohibit discrimination and harassment of any kind based on race, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, gender identity or expression, marital/civil union/domestic partnership status, veteran status or any other protected characteristic as outlined by country, state, or local laws. This policy applies to all employment practices within our organisation, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. StarCompliance makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, please request a copy of our Equal Opportunities Policy.
eDiscovery Senior Technical Project Manager London/hybrid (but remote from UK could be considered for an exceptional person) The Firm: Highly reputable international Legal Practice undergoing expansion in the eDiscovery Practice. The Role: Provide the eDiscovery team with technical, strategic and practical know how on eDiscovery services. Successfully deliver and assist others in the delivery of eDiscovery projects. Assist with the management of the eDiscovery team The Individual: Have proven experience of successfully supporting projects with all aspects of eDiscovery processes. Experience of using eDiscovery products such as Relativity, Reveal, Disco, Axcelerate, Nuix, and also know or happy to learn Sharedo or Opus2. You will be very technically adept and if not a Relativity Master be well on your way with an understanding across the tool and other tools (mentioned above). Delivery: Accountable for ensuring quality control process is adhered to in delivery of all services Ensure your Manager is made aware of all tasks, projects and the approach to delivery is discussed and confirmed with them Create recommendations, project plans, cost estimates, procedures and specifications, ensuring quotes are provided and instructions are agreed in writing Data processing of material received in various formats including native and load file mapping and ingestion, as well as exception handling Setup and customisation of Relativity , running searches and culling data, creating review batches, customising coding templates, creating user roles and related permission settings Carry out native and load file productions according to specifications Resolve 1st line support queries and work with our 2nd & 3rd line support to ensure technical issues are resolved Be a reference point for service issues, escalating any complaints from the Practice immediately to the team Manager and working with the Manager to address these Ensure defensible processes and data security procedures are adhered to at all times Administration of software and hardware used by the eDiscovery team Responsible for the successful end-to-end delivery of eDiscovery projects, including processing data, creating productions for disclosure/investigation, leveraging TAR functionality, Early Case Assessment tools. Also GenAI solutions, eBundling and case management solutions Keep up to date with developments by attending seminars and presentations on relevant services and technology, ensuring knowledge is shared and training is provided to all team members About Brimstone Consulting: We specialise in finding highly qualified staff in the following areas: E-Discovery and Digital Forensics; Payments; Fraud - (AML/CTF, Investigation, CFE s etc.); Risk - (Credit, Regulatory, Liquidity, Market, Analysts-SAS, SPSS etc.); Compliance/Corporate Governance ; IT - (full SDLC- BA s PM s , Architects, Developers etc.); Big Data and Data Analytics - (MI/BI/CI); InfoSec and Cyber Crime; Audit; Accountancy and Finance Brimstone Consulting acts as an employment agency (permanent) and as an employment business (temporary) - a free and confidential service to candidates. Brimstone Consulting is an equal opportunities employer. Due to time constraints we can only reply to applicants that match our clients specifications. Our Data Protection number: ZA(phone number removed)
Feb 22, 2026
Full time
eDiscovery Senior Technical Project Manager London/hybrid (but remote from UK could be considered for an exceptional person) The Firm: Highly reputable international Legal Practice undergoing expansion in the eDiscovery Practice. The Role: Provide the eDiscovery team with technical, strategic and practical know how on eDiscovery services. Successfully deliver and assist others in the delivery of eDiscovery projects. Assist with the management of the eDiscovery team The Individual: Have proven experience of successfully supporting projects with all aspects of eDiscovery processes. Experience of using eDiscovery products such as Relativity, Reveal, Disco, Axcelerate, Nuix, and also know or happy to learn Sharedo or Opus2. You will be very technically adept and if not a Relativity Master be well on your way with an understanding across the tool and other tools (mentioned above). Delivery: Accountable for ensuring quality control process is adhered to in delivery of all services Ensure your Manager is made aware of all tasks, projects and the approach to delivery is discussed and confirmed with them Create recommendations, project plans, cost estimates, procedures and specifications, ensuring quotes are provided and instructions are agreed in writing Data processing of material received in various formats including native and load file mapping and ingestion, as well as exception handling Setup and customisation of Relativity , running searches and culling data, creating review batches, customising coding templates, creating user roles and related permission settings Carry out native and load file productions according to specifications Resolve 1st line support queries and work with our 2nd & 3rd line support to ensure technical issues are resolved Be a reference point for service issues, escalating any complaints from the Practice immediately to the team Manager and working with the Manager to address these Ensure defensible processes and data security procedures are adhered to at all times Administration of software and hardware used by the eDiscovery team Responsible for the successful end-to-end delivery of eDiscovery projects, including processing data, creating productions for disclosure/investigation, leveraging TAR functionality, Early Case Assessment tools. Also GenAI solutions, eBundling and case management solutions Keep up to date with developments by attending seminars and presentations on relevant services and technology, ensuring knowledge is shared and training is provided to all team members About Brimstone Consulting: We specialise in finding highly qualified staff in the following areas: E-Discovery and Digital Forensics; Payments; Fraud - (AML/CTF, Investigation, CFE s etc.); Risk - (Credit, Regulatory, Liquidity, Market, Analysts-SAS, SPSS etc.); Compliance/Corporate Governance ; IT - (full SDLC- BA s PM s , Architects, Developers etc.); Big Data and Data Analytics - (MI/BI/CI); InfoSec and Cyber Crime; Audit; Accountancy and Finance Brimstone Consulting acts as an employment agency (permanent) and as an employment business (temporary) - a free and confidential service to candidates. Brimstone Consulting is an equal opportunities employer. Due to time constraints we can only reply to applicants that match our clients specifications. Our Data Protection number: ZA(phone number removed)
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certification Regime Honesty, integrity and reputation Financial soundness Competence and capability Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
Feb 20, 2026
Full time
The Investment Banking industry VP is a senior level position responsible for assisting in strategic M&A and investment ideas for the respective sector. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Recommended Qualifications Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Education Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certification Regime Honesty, integrity and reputation Financial soundness Competence and capability Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
