Manager Consultant Relations Location: United Kingdom, London Time Type: Full time Posted On: Posted 2 Days Ago Job Requisition ID: R1750 Department: Robeco Global Consultant Relations With a 95 year track record and approximately €200b AUM globally, Robeco is looking to appoint an experienced Global Consultant Relations Manager, based in Robeco's London office. The GCR team is an established and highly regarded team within the business and has achieved a formidable ratings footprint with global consultants. The role has direct coverage of a defined group of global consultants and will contribute to the strategy and success of the team. This team consists of 5 members based in London, The Netherlands and New York. This hire will report to the Global Head of Consultant Relations, based in London. Position & Requirements The Consultant Relations (CR) team is responsible for: Managing the head office relationships with global consulting firms, specifically Mercer, WTW, AON, Cambridge Associates, bfinance and Russell Investments including maintaining and improving ratings with those firms; Managing the fiduciary (OCIO) relationships with the global consulting firms; Driving the firms engagement with field consultants at the global firms; Bringing the perspective of global consultants into the development of new products and strategies; Principal Responsibilities: Work closely with the team to develop and implement Robeco's CR Strategy; Develop appropriate and lasting relationships with relevant Senior managers, Research and field consultants globally; Develop and grow the relationships with the fiduciary arms of global consulting firms; Support the broader effort and strategy of the Global CR team; Develop strong working relationships with the investment professionals globally and other relevant internal stakeholders/departments, sharing information to achieve a coordinated sales effort; Provide feedback and input on market developments to the broader Robeco Group. Experience and Qualifications The candidate has experience in Consultant Relations and a proven track record of working successfully to build both strong ratings and lasting relationships; The role also requires strong technical skills (ideally across both systematic/quantitative strategies and credit) and strong communication and presentation skills. The candidate will be expected to operate with autonomy with the purpose of promoting Robeco's investment products to the Global Consultant community and will have experience in building relations and have the relevant network. The candidate will also need a strong ability to structure, organize and monitor progress. The CR team consists of five direct team members and works closely with the various international sales offices to ensure consistent messaging and engagement with the consultant community. The candidate would be expected to work very closely with this team. The candidate would have an ability to work with a small, international team, contribute constructively but also work autonomously in terms of activity with consultants. The ideal profile will include: A minimum of five years relevant experience; Proven relationship management experience; In-depth knowledge of investment products; University degree in relevant field required, graduate work a plus; A financial qualification (CFA or equivalent) highly desirable; Ability to identify, pursue and close new opportunities; Strong proven presentation skills; Frequent regional travel required; A passion for sustainable investing. All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure. Robeco Recruiting Team About Us As a Dutch asset manager operating globally, Robeco has always combined the best of both worlds. We have global reach and ambitions, while retaining our head office in our hometown of Rotterdam. Employees at Robeco share that combination: we hire and nurture people who can think internationally and put the client first, while keeping their feet firmly on the ground. We have strong links with academia, which underpin the research in our robust quantitative and sustainability investing strategies. Our people have backgrounds in finance but also in economics and geography. Likewise, as pioneers in emerging markets investing, our diverse backgrounds also add local knowledge. We offer an informal and flexible office atmosphere that gives people the room to be themselves, to grow and to perform to the best of their ability.
Feb 12, 2025
Full time
Manager Consultant Relations Location: United Kingdom, London Time Type: Full time Posted On: Posted 2 Days Ago Job Requisition ID: R1750 Department: Robeco Global Consultant Relations With a 95 year track record and approximately €200b AUM globally, Robeco is looking to appoint an experienced Global Consultant Relations Manager, based in Robeco's London office. The GCR team is an established and highly regarded team within the business and has achieved a formidable ratings footprint with global consultants. The role has direct coverage of a defined group of global consultants and will contribute to the strategy and success of the team. This team consists of 5 members based in London, The Netherlands and New York. This hire will report to the Global Head of Consultant Relations, based in London. Position & Requirements The Consultant Relations (CR) team is responsible for: Managing the head office relationships with global consulting firms, specifically Mercer, WTW, AON, Cambridge Associates, bfinance and Russell Investments including maintaining and improving ratings with those firms; Managing the fiduciary (OCIO) relationships with the global consulting firms; Driving the firms engagement with field consultants at the global firms; Bringing the perspective of global consultants into the development of new products and strategies; Principal Responsibilities: Work closely with the team to develop and implement Robeco's CR Strategy; Develop appropriate and lasting relationships with relevant Senior managers, Research and field consultants globally; Develop and grow the relationships with the fiduciary arms of global consulting firms; Support the broader effort and strategy of the Global CR team; Develop strong working relationships with the investment professionals globally and other relevant internal stakeholders/departments, sharing information to achieve a coordinated sales effort; Provide feedback and input on market developments to the broader Robeco Group. Experience and Qualifications The candidate has experience in Consultant Relations and a proven track record of working successfully to build both strong ratings and lasting relationships; The role also requires strong technical skills (ideally across both systematic/quantitative strategies and credit) and strong communication and presentation skills. The candidate will be expected to operate with autonomy with the purpose of promoting Robeco's investment products to the Global Consultant community and will have experience in building relations and have the relevant network. The candidate will also need a strong ability to structure, organize and monitor progress. The CR team consists of five direct team members and works closely with the various international sales offices to ensure consistent messaging and engagement with the consultant community. The candidate would be expected to work very closely with this team. The candidate would have an ability to work with a small, international team, contribute constructively but also work autonomously in terms of activity with consultants. The ideal profile will include: A minimum of five years relevant experience; Proven relationship management experience; In-depth knowledge of investment products; University degree in relevant field required, graduate work a plus; A financial qualification (CFA or equivalent) highly desirable; Ability to identify, pursue and close new opportunities; Strong proven presentation skills; Frequent regional travel required; A passion for sustainable investing. All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure. Robeco Recruiting Team About Us As a Dutch asset manager operating globally, Robeco has always combined the best of both worlds. We have global reach and ambitions, while retaining our head office in our hometown of Rotterdam. Employees at Robeco share that combination: we hire and nurture people who can think internationally and put the client first, while keeping their feet firmly on the ground. We have strong links with academia, which underpin the research in our robust quantitative and sustainability investing strategies. Our people have backgrounds in finance but also in economics and geography. Likewise, as pioneers in emerging markets investing, our diverse backgrounds also add local knowledge. We offer an informal and flexible office atmosphere that gives people the room to be themselves, to grow and to perform to the best of their ability.
Acord (association For Cooperative Operations Research And Development)
Job Description: Employer: DWS Group Title: Alternative Credit Underwriting Analyst Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. Team / division overview EMEA Alternative Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Alternative Credit platform aims to build diversified portfolios across Direct Lending, Leveraged Loans and Structured Credit that deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients. Role Details As an Alternative Credit Underwriting Analyst, you will be part of a central underwriting team covering all investment strategies across Direct Lending, CLO's and Structured Credit, and be responsible for: Conducting detailed financial analysis of cash flows, financial statements and ratios to assess the credit worthiness of potential borrowers Evaluating credit risks across multiple factors such as industry trends, markets conditions and potential borrowers operating environment Performing detailed due diligence on potential borrowers including the review of legal documentation, contracts and other relevant information impacting credit decisions Developing and utilising complex financial models to simulate different scenarios, assess potential risks and project future performance of borrowers Assisting in the preparation of credit memoranda and other documentation for Investment Committees, that provide accurate and concise underrating analysis and investment recommendations Monitoring the performance of existing loan portfolios, identifying potential issues and recommending actions to manager and mitigate risks Ensuring regulatory compliance by staying updated on relevant regulations and ensuring compliance with internal and external guidelines throughout the underwriting process We are looking for: A strong background in credit analysis to support the underwriting of Corporate Alternative Credit transactions covering Direct Lending, CLO's and Structured Credit Proven technical analysis skills, with experience of conducting due diligence and financial modelling of Corporate Credit investments Solid experience across buy-side private loan investment management with knowledge of LP relations and management of portfolio companies Contributing to the production of materials for RFP and marketing/fundraising activities Experience of producing credit investment proposals and supporting documentation for Investment Committees Experience of managing risk controls within an investments environment, with good understanding around the fiduciary duty of care Educated to degree level in a Finance related discipline from an accredited college or university (or equivalent) or an acceptable level of industry experience What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalised plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone. Some of our core benefits: 30 days' holiday + bank holidays, with the option to purchase additional days A non-contributory pension scheme, up to 10% Physical and Mental Health Well-Being benefits including (but not limited to) Private Medical Cover, a complimentary GP service and the support of Mental Health First Aiders Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance The opportunity to support our CSR strategy which is focused on combatting climate change and achieving greater social justice. You can make donations to our partner organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support. DWS' Hybrid Working model in the UK is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Employees who wish to sign-up to our Hybrid Working model are required to work in the office two days a week, and given the flexibility to work from home for the remaining three. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. Our commitment to equal employment opportunity Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
Feb 12, 2025
Full time
Job Description: Employer: DWS Group Title: Alternative Credit Underwriting Analyst Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. Team / division overview EMEA Alternative Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Alternative Credit platform aims to build diversified portfolios across Direct Lending, Leveraged Loans and Structured Credit that deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients. Role Details As an Alternative Credit Underwriting Analyst, you will be part of a central underwriting team covering all investment strategies across Direct Lending, CLO's and Structured Credit, and be responsible for: Conducting detailed financial analysis of cash flows, financial statements and ratios to assess the credit worthiness of potential borrowers Evaluating credit risks across multiple factors such as industry trends, markets conditions and potential borrowers operating environment Performing detailed due diligence on potential borrowers including the review of legal documentation, contracts and other relevant information impacting credit decisions Developing and utilising complex financial models to simulate different scenarios, assess potential risks and project future performance of borrowers Assisting in the preparation of credit memoranda and other documentation for Investment Committees, that provide accurate and concise underrating analysis and investment recommendations Monitoring the performance of existing loan portfolios, identifying potential issues and recommending actions to manager and mitigate risks Ensuring regulatory compliance by staying updated on relevant regulations and ensuring compliance with internal and external guidelines throughout the underwriting process We are looking for: A strong background in credit analysis to support the underwriting of Corporate Alternative Credit transactions covering Direct Lending, CLO's and Structured Credit Proven technical analysis skills, with experience of conducting due diligence and financial modelling of Corporate Credit investments Solid experience across buy-side private loan investment management with knowledge of LP relations and management of portfolio companies Contributing to the production of materials for RFP and marketing/fundraising activities Experience of producing credit investment proposals and supporting documentation for Investment Committees Experience of managing risk controls within an investments environment, with good understanding around the fiduciary duty of care Educated to degree level in a Finance related discipline from an accredited college or university (or equivalent) or an acceptable level of industry experience What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalised plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone. Some of our core benefits: 30 days' holiday + bank holidays, with the option to purchase additional days A non-contributory pension scheme, up to 10% Physical and Mental Health Well-Being benefits including (but not limited to) Private Medical Cover, a complimentary GP service and the support of Mental Health First Aiders Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance The opportunity to support our CSR strategy which is focused on combatting climate change and achieving greater social justice. You can make donations to our partner organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support. DWS' Hybrid Working model in the UK is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Employees who wish to sign-up to our Hybrid Working model are required to work in the office two days a week, and given the flexibility to work from home for the remaining three. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. Our commitment to equal employment opportunity Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
Our client is seeking a highly driven and ambitious Head of Business Development to join the executive management team in their Investment Management business, located in Jersey or the Isle of Man. This is a key leadership role responsible for driving new business and managing front office activities across both locations, with a focus on growing assets under management and developing key relationships. If you have exceptional business development experience and strong leadership skills, we encourage you to apply. Job Duties: Lead the discretionary business development strategy and manage all front office activities across Jersey and the Isle of Man. Line manage the business development and relationship management teams. Attract new institutional, trustee, and adviser relationships to generate new business. Set and deliver business development activity in appropriate geographic locations. Manage key advisor and institutional client partnerships, seeking suitable books of business. Represent the company at key seminars, webinars, and events. Set and surpass annual sales targets and fulfil objectives set by the Line Manager. Mentor and develop the business development and relationship management teams. Work closely with Business Development Managers for Platform and Banking to develop shared new business opportunities. Drive new business projects, constantly introducing innovative ideas to increase sales. Organise and deliver business development management information to the wider executive team. Chair and organise regular sales meetings to ensure team cohesion and progress. Job Requirements: Exceptional presentation skills for both small and large client audiences. Excellent knowledge of the financial services industry and global markets. Comprehensive understanding of investment management strategies and products. Strong leadership skills, confident, self-starter, and highly ambitious. Proven track record in business development and sales team management. A substantial professional network within the financial advisory and fiduciary sectors in Jersey, the Isle of Man, or further afield. What You'll Love: You will be part of a growing, innovative investment management firm that places emphasis on integrity and excellence. Our client fosters a dynamic work environment where collaboration, professional development, and creativity are encouraged. If you're looking to make a significant impact and grow within a leading investment business, this is the perfect role for you. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.
Feb 11, 2025
Full time
Our client is seeking a highly driven and ambitious Head of Business Development to join the executive management team in their Investment Management business, located in Jersey or the Isle of Man. This is a key leadership role responsible for driving new business and managing front office activities across both locations, with a focus on growing assets under management and developing key relationships. If you have exceptional business development experience and strong leadership skills, we encourage you to apply. Job Duties: Lead the discretionary business development strategy and manage all front office activities across Jersey and the Isle of Man. Line manage the business development and relationship management teams. Attract new institutional, trustee, and adviser relationships to generate new business. Set and deliver business development activity in appropriate geographic locations. Manage key advisor and institutional client partnerships, seeking suitable books of business. Represent the company at key seminars, webinars, and events. Set and surpass annual sales targets and fulfil objectives set by the Line Manager. Mentor and develop the business development and relationship management teams. Work closely with Business Development Managers for Platform and Banking to develop shared new business opportunities. Drive new business projects, constantly introducing innovative ideas to increase sales. Organise and deliver business development management information to the wider executive team. Chair and organise regular sales meetings to ensure team cohesion and progress. Job Requirements: Exceptional presentation skills for both small and large client audiences. Excellent knowledge of the financial services industry and global markets. Comprehensive understanding of investment management strategies and products. Strong leadership skills, confident, self-starter, and highly ambitious. Proven track record in business development and sales team management. A substantial professional network within the financial advisory and fiduciary sectors in Jersey, the Isle of Man, or further afield. What You'll Love: You will be part of a growing, innovative investment management firm that places emphasis on integrity and excellence. Our client fosters a dynamic work environment where collaboration, professional development, and creativity are encouraged. If you're looking to make a significant impact and grow within a leading investment business, this is the perfect role for you. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.
ABOUT US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at RESPONSIBILITIES: Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process; Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers; Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities; Preparing the funds' periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports; Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities; Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced; Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients. YOUR PROFILE: You are degree level educated in a relevant area such Finance, Accounting or Economics; You may have some existing relevant experience in the fields of fund administration, audit or fiduciary services; You have knowledge of fund industry, valuation, and accounting; A basic knowledge in accounting for investment products, experience of closed ended funds in the real estate private equity or debt space will be considered as an asset; You have necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures, and the ability to account for these securities You are fluent in English; You possess team spirit, a capacity to build strong client relationships and take initiative to act without waiting for direction (when appropriate). WHAT WE OFFER: We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, birthday leave Continuous mentoring along your career progression Active sports, events and social committees across our offices Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Plus additional local benefits depending on your location Equity in every sense of the word We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative. We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
Feb 10, 2025
Full time
ABOUT US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at RESPONSIBILITIES: Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process; Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers; Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities; Preparing the funds' periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports; Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities; Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced; Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients. YOUR PROFILE: You are degree level educated in a relevant area such Finance, Accounting or Economics; You may have some existing relevant experience in the fields of fund administration, audit or fiduciary services; You have knowledge of fund industry, valuation, and accounting; A basic knowledge in accounting for investment products, experience of closed ended funds in the real estate private equity or debt space will be considered as an asset; You have necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures, and the ability to account for these securities You are fluent in English; You possess team spirit, a capacity to build strong client relationships and take initiative to act without waiting for direction (when appropriate). WHAT WE OFFER: We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, birthday leave Continuous mentoring along your career progression Active sports, events and social committees across our offices Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Plus additional local benefits depending on your location Equity in every sense of the word We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative. We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
Finance Director - Single Family Office, London - PLACED An exciting opportunity exists within this established and successful London based Family Office for an outstanding Finance Director. Working closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team. Responsibilities: Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis. Manage personal tax issues, including trusts, non-dom, and remittance areas of tax. Manage the Treasury function, including optimising multi-currency income, expenditure, and lending. Oversee purchases and sales of major private assets (e.g. properties), including structural issues relating to ownership and taxation implications thereof. Have close liaison with members of the family who are involved with the family office, and with offshore personal trustees. Project manage across lifestyle assets, including maximising income from certain assets. Oversee the private staff of the Founder on such matters as employee contracts, recruitment, and key transactions. Provide support for the structuring of real estate investment deals. For Commercial & Business, the Finance Director will: Ensure that the Founder's priorities are clearly articulated, communicated and that an effective and rigorous reporting mechanism is embedded to drive accountability and successful execution. Design and develop suitable management reporting systems to ensure rigorous and effective oversight of all Founder's business and investment activities. Develop and implement Founder's initiatives, and the tracking of progress on stated priorities. Have oversight of all corporate functions within the business (IT, HR, Finance, Technology). Have fiduciary responsibilities as director/secretary of various business entities. Be responsible for corporate financial management and governance. Skill Set and Experiences: 10+ years of relevant experience. A highly numerate hands-on accountant (probably qualified within a professional services firm) with a broad commercial awareness. Combination of business and personal accounting background. An understanding of personal tax issues, ideally experience of non-dom. and remittance areas of tax. Relevant evidence of people management within the Finance function and the ability to manage others. Family Office and/or professional service experience supporting private clients (HNW/UHNW individuals). Knowledge and experience of trusts. An excellent communicator with demonstrable ability to consolidate and report information in a clear, timely, transparent, and organised way. Confidence in liaising with the Founder and at the highest level with external professional advisers. Highly organised and effective project manager able to execute and oversee multiple projects and initiatives.
Feb 10, 2025
Full time
Finance Director - Single Family Office, London - PLACED An exciting opportunity exists within this established and successful London based Family Office for an outstanding Finance Director. Working closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team. Responsibilities: Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis. Manage personal tax issues, including trusts, non-dom, and remittance areas of tax. Manage the Treasury function, including optimising multi-currency income, expenditure, and lending. Oversee purchases and sales of major private assets (e.g. properties), including structural issues relating to ownership and taxation implications thereof. Have close liaison with members of the family who are involved with the family office, and with offshore personal trustees. Project manage across lifestyle assets, including maximising income from certain assets. Oversee the private staff of the Founder on such matters as employee contracts, recruitment, and key transactions. Provide support for the structuring of real estate investment deals. For Commercial & Business, the Finance Director will: Ensure that the Founder's priorities are clearly articulated, communicated and that an effective and rigorous reporting mechanism is embedded to drive accountability and successful execution. Design and develop suitable management reporting systems to ensure rigorous and effective oversight of all Founder's business and investment activities. Develop and implement Founder's initiatives, and the tracking of progress on stated priorities. Have oversight of all corporate functions within the business (IT, HR, Finance, Technology). Have fiduciary responsibilities as director/secretary of various business entities. Be responsible for corporate financial management and governance. Skill Set and Experiences: 10+ years of relevant experience. A highly numerate hands-on accountant (probably qualified within a professional services firm) with a broad commercial awareness. Combination of business and personal accounting background. An understanding of personal tax issues, ideally experience of non-dom. and remittance areas of tax. Relevant evidence of people management within the Finance function and the ability to manage others. Family Office and/or professional service experience supporting private clients (HNW/UHNW individuals). Knowledge and experience of trusts. An excellent communicator with demonstrable ability to consolidate and report information in a clear, timely, transparent, and organised way. Confidence in liaising with the Founder and at the highest level with external professional advisers. Highly organised and effective project manager able to execute and oversee multiple projects and initiatives.
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Senior Consultant - Pensions Consulting EY is accelerating the growth of our Pensions Consulting team and are looking for self-starting, diligent individuals from a consultancy or accounting firm who can contribute to our growth plans and who wish to be part of a successful business with a strong, established brand. We offer our clients expert-led advice wherever pension risk touches their business and our team work within a multi-disciplinary environment across a number of specialist areas, including providing funding and risk management advice for corporates, and advising on buy- and sell-side corporate transactions and assisting asset managers/insurers. The opportunity We are now looking to grow our consulting business. In order to achieve this growth, we are looking for quality individuals with core pensions knowledge and who have demonstrable experience of working with and building trusted relationships including CFOs of corporate sponsors, pension managers, trustees and pension providers. We are seeking individuals with expertise in the following areas: Corporate pensions strategy Pension end-game solutions Pension risk transfer transactions Data and analytics Leveraging corporate and pension scheme data for value Pension fund operational and governance excellence ESG issues for pension funds Addressing pension aspects of corporate M&A Fiduciary management advisory Your Key Responsibilities Providing support to the senior management team with marketing initiatives Building effective relationships in the market and within the EY network Preparation of numerical and written advice, as well as liaising directly with clients Management of client projects within agreed scope and budget with minimal supervision from senior management Leading client project teams and delegating work effectively Providing pensions expertise / opinions whilst working in larger cross service line projects Helping develop team members through mentoring, feedback and training Maintaining our very high professional standards To qualify for the role you must have: Strong oral and written communication skills Consulting experience and enjoy building trusted client relationships Be comfortable with complexity and ambiguity and recognises the world is changing and will continue to change Be a self-starter, with can-do attitude and energy who is willing to try new things Demonstrate initiative and creativity Be outgoing and personable Enjoy working with people from range of backgrounds and disciplines Have knowledge of the UK pensions environment but do not need to be an actuary Have good commercial awareness Proven track record of delivering high quality work in appropriate timescales Project management skills What we offer We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. Apply now. EY Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
Jan 21, 2025
Full time
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Senior Consultant - Pensions Consulting EY is accelerating the growth of our Pensions Consulting team and are looking for self-starting, diligent individuals from a consultancy or accounting firm who can contribute to our growth plans and who wish to be part of a successful business with a strong, established brand. We offer our clients expert-led advice wherever pension risk touches their business and our team work within a multi-disciplinary environment across a number of specialist areas, including providing funding and risk management advice for corporates, and advising on buy- and sell-side corporate transactions and assisting asset managers/insurers. The opportunity We are now looking to grow our consulting business. In order to achieve this growth, we are looking for quality individuals with core pensions knowledge and who have demonstrable experience of working with and building trusted relationships including CFOs of corporate sponsors, pension managers, trustees and pension providers. We are seeking individuals with expertise in the following areas: Corporate pensions strategy Pension end-game solutions Pension risk transfer transactions Data and analytics Leveraging corporate and pension scheme data for value Pension fund operational and governance excellence ESG issues for pension funds Addressing pension aspects of corporate M&A Fiduciary management advisory Your Key Responsibilities Providing support to the senior management team with marketing initiatives Building effective relationships in the market and within the EY network Preparation of numerical and written advice, as well as liaising directly with clients Management of client projects within agreed scope and budget with minimal supervision from senior management Leading client project teams and delegating work effectively Providing pensions expertise / opinions whilst working in larger cross service line projects Helping develop team members through mentoring, feedback and training Maintaining our very high professional standards To qualify for the role you must have: Strong oral and written communication skills Consulting experience and enjoy building trusted client relationships Be comfortable with complexity and ambiguity and recognises the world is changing and will continue to change Be a self-starter, with can-do attitude and energy who is willing to try new things Demonstrate initiative and creativity Be outgoing and personable Enjoy working with people from range of backgrounds and disciplines Have knowledge of the UK pensions environment but do not need to be an actuary Have good commercial awareness Proven track record of delivering high quality work in appropriate timescales Project management skills What we offer We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. Apply now. EY Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
The successful candidate will ensure the administrative efficiency and effectiveness of Group Trust across all of its locations and jurisdictions, achieving high standards of regulatory and policy compliance while at the same time, enabling a working environment in which relationship management and client accounting staff can deliver high-quality, sophisticated fiduciary services with represent value to clients, contribute to the Groups Trust. Project Manager, Business Analyst, Operations (7212) Finance Jersey View details Administrator - Executive Compensation Services (1) (7195) Finance Jersey View details Administrator or Senior Administrator - Private Client (6838) Finance Jersey View details
Dec 19, 2022
Full time
The successful candidate will ensure the administrative efficiency and effectiveness of Group Trust across all of its locations and jurisdictions, achieving high standards of regulatory and policy compliance while at the same time, enabling a working environment in which relationship management and client accounting staff can deliver high-quality, sophisticated fiduciary services with represent value to clients, contribute to the Groups Trust. Project Manager, Business Analyst, Operations (7212) Finance Jersey View details Administrator - Executive Compensation Services (1) (7195) Finance Jersey View details Administrator or Senior Administrator - Private Client (6838) Finance Jersey View details
The successful candidate will ensure the administrative efficiency and effectiveness of Group Trust across all of its locations and jurisdictions, achieving high standards of regulatory and policy compliance while at the same time, enabling a working environment in which relationship management and client accounting staff can deliver high-quality, sophisticated fiduciary services which represent value to clients, contribute to the Trust being seen by the international Trust market as a leader in its field, and supporting high revenue per employee and revenue per relationship metrics, and an overall EBITDA profit margin for Group Trust of 30% or better. The position reports to the Executive Vice President & Head of Group Trust. Key Responsibilities: - Full member of the Group Trust Executive Committee, including ongoing contribution to design and development of Group Trust's strategy and value proposition. - Regular and collegiate interaction and collaboration with the Managing Directors of the Trust Business units on a peer-to-peer basis. - Provide the administrative framework and support for effective corporate governance of the Trust subsidiary Boards and their sub-committees. Project Manager, Business Analyst, Operations (7212) Finance Jersey View details Administrator - Executive Compensation Services (1) (7195) Finance Jersey View details Administrator or Senior Administrator - Private Client (6838) Finance Jersey View details
Dec 01, 2022
Full time
The successful candidate will ensure the administrative efficiency and effectiveness of Group Trust across all of its locations and jurisdictions, achieving high standards of regulatory and policy compliance while at the same time, enabling a working environment in which relationship management and client accounting staff can deliver high-quality, sophisticated fiduciary services which represent value to clients, contribute to the Trust being seen by the international Trust market as a leader in its field, and supporting high revenue per employee and revenue per relationship metrics, and an overall EBITDA profit margin for Group Trust of 30% or better. The position reports to the Executive Vice President & Head of Group Trust. Key Responsibilities: - Full member of the Group Trust Executive Committee, including ongoing contribution to design and development of Group Trust's strategy and value proposition. - Regular and collegiate interaction and collaboration with the Managing Directors of the Trust Business units on a peer-to-peer basis. - Provide the administrative framework and support for effective corporate governance of the Trust subsidiary Boards and their sub-committees. Project Manager, Business Analyst, Operations (7212) Finance Jersey View details Administrator - Executive Compensation Services (1) (7195) Finance Jersey View details Administrator or Senior Administrator - Private Client (6838) Finance Jersey View details
Senior Fiduciary Technician - Aon Underwriting Managers We're hiring! An opportunity has arisen for a hands-on senior technician to work within the AUM team to ensure both the smooth delivery of day to day fiduciary activities for insurer partners, insureds and other Aon divisions, together with a platform to support balanced growth About Aon Headquartered in London, Aon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria. Aon Underwriting Managers (AUM) is the in-house MGA working on behalf of insurers to provide underwriting, claims and aggregation services to Aon's broking divisions, supporting UK and global clients. AUM works with colleagues across the business globally to craft and deliver market leading solutions across a range of commercial classes. About the Role (Chelmsford-based) Day to day performance of reconciliation activities across AUM's portfolio of products, ensuring cash flow to Aon, and premium flow for insurers, as well as achievement of AUM working capital targets. Management of aged debt, collaborating and coordinating active across underwriting and fiduciary teams to resolve sophisticated queries and enable reconciliation. Liaison with the credit control teams of Insurer partners to provide update and address queries. Production of weekly/monthly aged debt reporting. Engagement with Aon and AUM teams to achieve fiduciary targets. About you Your knowledge and expertise: Experienced credit controller with exposure to the insurance market, ideally including roles related to MGA and/or Underwriting/Insurer business. The candidate will demonstrate a hands-on approach and be able to evidence a willingness to understand the detail of work-streams and any associated issues. Have a good understanding of the London insurance market, how it works operationally and the roles and responsibilities in the business process. Analytical problem solver with an eye for details and strong problem-solving skills. Ability to identify, engage with and handle partners at all levels. Able to plan and prioritise. Self-motivated with an eagerness to learn. Good communication and presentation skills, both oral and written. Knowledge of technology and standard desk top priorities: MS/Word, MS/Excel, MS/PowerPoint. A good reputation and has experience in developing good working relationships across the market. Salary and Benefits This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare and additional holiday. We also offer tremendous potential with a growing worldwide organisation. Our Colleague Experience Every day, our colleagues make a difference, work with the best, own their potential, and value one another. Together, we share this one purpose: to empower economic and human possibility around the world. This unifying goal is at the heart of our identity, and it lives in everything we do. To learn more about our colleague experience, visit Aon Colleague Experience. We're happy to talk flexible working. If you need to flex your working pattern, Aon offers flexible and agile working policies, and we're happy to discuss options with you upon application.
Sep 22, 2022
Full time
Senior Fiduciary Technician - Aon Underwriting Managers We're hiring! An opportunity has arisen for a hands-on senior technician to work within the AUM team to ensure both the smooth delivery of day to day fiduciary activities for insurer partners, insureds and other Aon divisions, together with a platform to support balanced growth About Aon Headquartered in London, Aon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria. Aon Underwriting Managers (AUM) is the in-house MGA working on behalf of insurers to provide underwriting, claims and aggregation services to Aon's broking divisions, supporting UK and global clients. AUM works with colleagues across the business globally to craft and deliver market leading solutions across a range of commercial classes. About the Role (Chelmsford-based) Day to day performance of reconciliation activities across AUM's portfolio of products, ensuring cash flow to Aon, and premium flow for insurers, as well as achievement of AUM working capital targets. Management of aged debt, collaborating and coordinating active across underwriting and fiduciary teams to resolve sophisticated queries and enable reconciliation. Liaison with the credit control teams of Insurer partners to provide update and address queries. Production of weekly/monthly aged debt reporting. Engagement with Aon and AUM teams to achieve fiduciary targets. About you Your knowledge and expertise: Experienced credit controller with exposure to the insurance market, ideally including roles related to MGA and/or Underwriting/Insurer business. The candidate will demonstrate a hands-on approach and be able to evidence a willingness to understand the detail of work-streams and any associated issues. Have a good understanding of the London insurance market, how it works operationally and the roles and responsibilities in the business process. Analytical problem solver with an eye for details and strong problem-solving skills. Ability to identify, engage with and handle partners at all levels. Able to plan and prioritise. Self-motivated with an eagerness to learn. Good communication and presentation skills, both oral and written. Knowledge of technology and standard desk top priorities: MS/Word, MS/Excel, MS/PowerPoint. A good reputation and has experience in developing good working relationships across the market. Salary and Benefits This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare and additional holiday. We also offer tremendous potential with a growing worldwide organisation. Our Colleague Experience Every day, our colleagues make a difference, work with the best, own their potential, and value one another. Together, we share this one purpose: to empower economic and human possibility around the world. This unifying goal is at the heart of our identity, and it lives in everything we do. To learn more about our colleague experience, visit Aon Colleague Experience. We're happy to talk flexible working. If you need to flex your working pattern, Aon offers flexible and agile working policies, and we're happy to discuss options with you upon application.
Aon UK Technician Accounting We're hiring! Aon are currently recruiting a Credit Controller to join our team in Chelmsford. The Credit Controller will be primarily responsible for working with Business, Insurers, Clients and TPs to ensure Bad debt reductions are delivered. This is a hybrid role with the flexibility to work both virtually and from our Chelmsford office Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Perform a daily review of the outstanding Premium report Perform telephony Credit Control for a specific range of Clients Ensure that the Client has committed to pay by the due date Detail any reasons for late payment and raise any vital queries with in the business Bring up any issues to the Team Lead that may impact payment performance Actively develop a professional relationship with contacts Work towards the Aon KPIs and ensure targets are achieved Be available to attend ad-hoc meetings with the Team Leader or Accounts Manager on material issues impacting service Query management and resolution Cash management Work in conjunction with our offshore provider regarding all fiduciary processes, including payments, allocations, reconciliations, queries and statementing Skills and experience that will lead to success Excellent verbal and written communication skills. Strong organisation skill and ability to work under pressure Ability to build relationships to achieve results Outcome focussed Ability to adapt to change Microsoft Excel skills crucial How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Sep 22, 2022
Full time
Aon UK Technician Accounting We're hiring! Aon are currently recruiting a Credit Controller to join our team in Chelmsford. The Credit Controller will be primarily responsible for working with Business, Insurers, Clients and TPs to ensure Bad debt reductions are delivered. This is a hybrid role with the flexibility to work both virtually and from our Chelmsford office Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Perform a daily review of the outstanding Premium report Perform telephony Credit Control for a specific range of Clients Ensure that the Client has committed to pay by the due date Detail any reasons for late payment and raise any vital queries with in the business Bring up any issues to the Team Lead that may impact payment performance Actively develop a professional relationship with contacts Work towards the Aon KPIs and ensure targets are achieved Be available to attend ad-hoc meetings with the Team Leader or Accounts Manager on material issues impacting service Query management and resolution Cash management Work in conjunction with our offshore provider regarding all fiduciary processes, including payments, allocations, reconciliations, queries and statementing Skills and experience that will lead to success Excellent verbal and written communication skills. Strong organisation skill and ability to work under pressure Ability to build relationships to achieve results Outcome focussed Ability to adapt to change Microsoft Excel skills crucial How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Description About this role Business Overview BlackRock's Risk & Quantitative Analysis (RQA) group provides independent oversight of BlackRock's fiduciary and enterprise risks. RQA Investment Risk's principal responsibility is to ensure that the risks in BlackRock's portfolios are fully understood by our portfolio managers and senior management and are consistent with clients' objectives. We also help build "state-of-the-practice" quantitative models and analytics that help inform risk taking and portfolio construction across the firm. RQA team members tackle real-world problems, using quantitative analysis and a multi-disciplinary skillset to provide tangible solutions in the investment management process. The RQA COO Team is responsible for ensuring that RQA executes on the team's goals and objectives. With 300+ risk managers across the globe focused on fiduciary and enterprise risks, the RQA COO team serves as a central point of contact and coordination across the team and the firm. This role will support both RQA's business management and administrative activities. We are seeking a candidate who has previous administrative experience supporting multiple people, is extremely organized, professional and has a passion to find new, innovative ways to support projects and strategic initiatives. Key Responsibilities Provide general support to the RQA COO Team with a specific focus on EMEA-based business management activities. Provide support as required, typically in busy times and during holiday periods, to regional administration staff with a range of duties, including diary management, scheduling meetings, booking travel, expense claims etc. Work with risk managers to ensure efficient management and completion of firmwide processes, e.g. compliance training, professional development, appraisal processes, security recertifications, etc. Plan networking and team-building events to promote team culture and morale Support Diversity, Equity & Inclusion working group on talent initiatives Qualifications: Highly organized with strong attention to detail Collaborative and friendly demeanor Resourceful, proactive approach and capable of adapting to an ever-shifting list of priorities. Team player with an ability to work with all levels of the organization Excellent written communication and presentation skills Strong PowerPoint and Excel skills Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Dec 06, 2021
Full time
Description About this role Business Overview BlackRock's Risk & Quantitative Analysis (RQA) group provides independent oversight of BlackRock's fiduciary and enterprise risks. RQA Investment Risk's principal responsibility is to ensure that the risks in BlackRock's portfolios are fully understood by our portfolio managers and senior management and are consistent with clients' objectives. We also help build "state-of-the-practice" quantitative models and analytics that help inform risk taking and portfolio construction across the firm. RQA team members tackle real-world problems, using quantitative analysis and a multi-disciplinary skillset to provide tangible solutions in the investment management process. The RQA COO Team is responsible for ensuring that RQA executes on the team's goals and objectives. With 300+ risk managers across the globe focused on fiduciary and enterprise risks, the RQA COO team serves as a central point of contact and coordination across the team and the firm. This role will support both RQA's business management and administrative activities. We are seeking a candidate who has previous administrative experience supporting multiple people, is extremely organized, professional and has a passion to find new, innovative ways to support projects and strategic initiatives. Key Responsibilities Provide general support to the RQA COO Team with a specific focus on EMEA-based business management activities. Provide support as required, typically in busy times and during holiday periods, to regional administration staff with a range of duties, including diary management, scheduling meetings, booking travel, expense claims etc. Work with risk managers to ensure efficient management and completion of firmwide processes, e.g. compliance training, professional development, appraisal processes, security recertifications, etc. Plan networking and team-building events to promote team culture and morale Support Diversity, Equity & Inclusion working group on talent initiatives Qualifications: Highly organized with strong attention to detail Collaborative and friendly demeanor Resourceful, proactive approach and capable of adapting to an ever-shifting list of priorities. Team player with an ability to work with all levels of the organization Excellent written communication and presentation skills Strong PowerPoint and Excel skills Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Position The Global Fixed income platform manages over $70bn of client assets, made up of approximately 150 portfolios and 240 client relationships. The portfolios are managed by Wellington Management's dedicated team of 31 specialised Global Fixed Income Portfolio Managers and 5 Macro Strategists, who have an average of 20 years' experience in the industry, and an average of 9 years at Wellington. Each Portfolio Manager is responsible for generating investment ideas in their area of expertise, which is either market sector, strategy, or regionally based. Our investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture. To ensure we continue to exceed our clients' investment expectations, we are seeking to recruit a generalist Portfolio Manager. This individual will have accountability for client portfolio results within a team managed structure, with a focus on benchmark relative portfolio management. He/she will focus on portfolio design, portfolio oversight and position management in bespoke global fixed income portfolios Responsibilities The role will consist of the following responsibilities: Portfolio Design * Allocate to strategies for each individual client's objectives - return objectives, risk tolerance, investment guidelines, choice of benchmark, operational considerations, regulatory constraints; * Ensure portfolio design is consistent with scale and efficiency goals. Portfolio Oversight * Ensure portfolio design and portfolio construction is working as anticipated - day to day fiduciary oversight; * Investment risk oversight - ensure we are not overly concentrated in themes, countries, currencies, sectors - ensure we are taking enough risk to exceed objectives, and not excessive risk outside of expectations; * Operational risk oversight; * Initiate evolution of portfolio design and positioning intervention as needed. Position management * Allocate to team trade ideas for individual client objectives; * Identify meaningful exposures and trade ideas from platform of Portfolio Managers - interest rates, currency and credit; * Manage entry, exit and position sizing of exposures; * Monitor investment risk in each unique client portfolio; * Ensure scalability of the investment process. Team management * Oversight of portfolio implementation managed by our Portfolio Analyst team; * Partner with internal groups on servicing clients and business growth. Represent the team as appropriate externally in discussions of philosophy, team structure, investment process, investment results, outlook and positioning. Essential Skills The following essential skills are required for the role: * Strong working knowledge of global financial markets, macroeconomics, with experience in Global Aggregate Bond and Global Government bond portfolio management; * Specific focus on interest rates and currency; * Strong process-oriented background including evolution of investment and operational workflows; * Risk management background; * Fixed income derivatives knowledge; * Ability to effectively communicate complex investment ideas and strategies to internal peers and external clients. Other Qualifications Additional qualifications and characteristics are likely to include: * Strong academic credentials; * 5-15 years of relevant experience in a Portfolio Manger or related position with specific decision-making discretion; * Independence of thought, intellectual curiosity, and an entrepreneurial nature; * Service orientation with a fiduciary and client-centric mindset; * Strong work ethic and attention to detail; * Highest personal and professional integrity and ethics; * History of professional achievement; * Global perspective. Please note that we are only able to respond to successful applicants. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
Dec 06, 2021
Full time
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours. The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Position The Global Fixed income platform manages over $70bn of client assets, made up of approximately 150 portfolios and 240 client relationships. The portfolios are managed by Wellington Management's dedicated team of 31 specialised Global Fixed Income Portfolio Managers and 5 Macro Strategists, who have an average of 20 years' experience in the industry, and an average of 9 years at Wellington. Each Portfolio Manager is responsible for generating investment ideas in their area of expertise, which is either market sector, strategy, or regionally based. Our investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture. To ensure we continue to exceed our clients' investment expectations, we are seeking to recruit a generalist Portfolio Manager. This individual will have accountability for client portfolio results within a team managed structure, with a focus on benchmark relative portfolio management. He/she will focus on portfolio design, portfolio oversight and position management in bespoke global fixed income portfolios Responsibilities The role will consist of the following responsibilities: Portfolio Design * Allocate to strategies for each individual client's objectives - return objectives, risk tolerance, investment guidelines, choice of benchmark, operational considerations, regulatory constraints; * Ensure portfolio design is consistent with scale and efficiency goals. Portfolio Oversight * Ensure portfolio design and portfolio construction is working as anticipated - day to day fiduciary oversight; * Investment risk oversight - ensure we are not overly concentrated in themes, countries, currencies, sectors - ensure we are taking enough risk to exceed objectives, and not excessive risk outside of expectations; * Operational risk oversight; * Initiate evolution of portfolio design and positioning intervention as needed. Position management * Allocate to team trade ideas for individual client objectives; * Identify meaningful exposures and trade ideas from platform of Portfolio Managers - interest rates, currency and credit; * Manage entry, exit and position sizing of exposures; * Monitor investment risk in each unique client portfolio; * Ensure scalability of the investment process. Team management * Oversight of portfolio implementation managed by our Portfolio Analyst team; * Partner with internal groups on servicing clients and business growth. Represent the team as appropriate externally in discussions of philosophy, team structure, investment process, investment results, outlook and positioning. Essential Skills The following essential skills are required for the role: * Strong working knowledge of global financial markets, macroeconomics, with experience in Global Aggregate Bond and Global Government bond portfolio management; * Specific focus on interest rates and currency; * Strong process-oriented background including evolution of investment and operational workflows; * Risk management background; * Fixed income derivatives knowledge; * Ability to effectively communicate complex investment ideas and strategies to internal peers and external clients. Other Qualifications Additional qualifications and characteristics are likely to include: * Strong academic credentials; * 5-15 years of relevant experience in a Portfolio Manger or related position with specific decision-making discretion; * Independence of thought, intellectual curiosity, and an entrepreneurial nature; * Service orientation with a fiduciary and client-centric mindset; * Strong work ethic and attention to detail; * Highest personal and professional integrity and ethics; * History of professional achievement; * Global perspective. Please note that we are only able to respond to successful applicants. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
The Transaction Manager through broad knowledge and experience is responsible for reviewing highly complex specialized deals transactions/structures aligned to a business or multiple product segments from initiation through closing. Key liaison with outside counsel and in conjunction with Client & Business Development may drive and take lead in negotiation of the terms of the structure. Serves as primary contact with internal and external parties on new and existing transactions and deal documentation in order to ensure the life of issue meets all operational and documentation standards and mitigates any risk. Acts as the Subject Matter "Go To" Expert/country specialist for product/country ensuring the business is kept up to date with market and competitor data and new regulations and laws for specific products or country regulations. Essential Functions - Key Roles &Responsibilities Deal Acceptance: Lends in-depth knowledge and collaborates with appointed outside counsel from BNY Mellon's approved list to provide consultation on multiple types of highly sophisticated transactions. Reviews, negotiates and executes all governing documents for new transactions ensuring deal documentation accurately reflects operational responsibilities, structure terms and documentation standards including pricing input. Keeps internal Legal department abreast of any unusual or novel features in deal documents in order to mitigate any potential litigation issues. Interfaces with Client & Business Development and/or Global Client Solutions to ensure that all Know Your Customer, account setup and tax related requirements are completed prior to closing. Coordinates with Client & Business Development the presentation ofnew transactions at approval forum(s), ensuring the deal has been properly approved by relevant internal stakeholders prior to execution of the governing documents. Prepares and presents deals to the local Trust Committee for new business and where applicable for amendments and exercises of discretion and prepares any required submissions Deal Closing Liaises with internal working group parties to coordinate closing timeframes Develops instructions for support utilities to open the necessary accounts on relevant applications, including cash, custody and bondholder recordkeeping systems Controls and coordinates the bond/program issuance and closing with the relevant support utilities, Depository, Client Service Delivery, respective counsels and other parties, including the performance of initial flow of funds; Announces closing to internal working group party distribution Co-ordinates invoice payment at closing, including related counsel fees with appropriate parties Receives at closing the global notes and any credit facilities, UCCs, bond insurance policies and other collateral, and facilitates forwarding such by secure means to Client & Business Development and/or Global Client Solutions for safekeeping. Deal Set Up Procures the safe keeping and scanning of all investor documents and contractual documents entered into including the complete closing transcript where applicable Expeditiously completes the appropriate post-close tasks in line with policy and procedure for effective transfer of the deal to Client & Business Development, Global Client Solutions and/or Client Service Delivery, (as applicable). Identifies actions/events dictated by the governing deal documents; ensures initial government contract policy compliance; performs initial REG 9 review if applicable; prepares and files Transfer Agency forms for successor deals . Life of Issue Responsible for the review of substantive post-closing matters (including supplements, amendments, document interpretation, contracts for redemptions, consent solicitations, note holder meetings), during life of issue with support of internal and/or external counsel, subject to business and trust acceptance policies and bondholder consent (where required) Examines documents and assists to resolves any issues that arise during the life of the deal. Liaises with the Default Administration Group (DAG) related to defaulted transactions and escalates to DAG regarding all defaults or potential default issues as per Group policy. General Transaction Management Maintains an understanding of internal policies concerning the exercises of discretion in a fiduciary role as it relates to various jurisdictions. Serves as a resource for Global TMG. Develop strong working relationships with client and all appropriate external and internal partners such as law firms, financial advisors, and investment bankers, Client & Business Development, Global Client Solutions,Client Service Delivery, Compliance, Audit, Risk and internal Legal and relevant acceptance/deal review committees and forums Supports Client & Business Development and Global Client Solutions as appropriate or the timely collection of any legal bills related to TMG appointments of counsel. Provides feedback on external counsel performance to internal legal group. Oversees TMG functional protocol and interaction with DAG to ensure negotiation of any workouts, restructures or enforcements pursuant to the deal documentation in accordance with BNY Mellon standards and contracted operational responsibilities, ensuring Qualification in civil or common law jurisdiction is desired (but not essential) Business Expertise Experience of Corporate Trust and/or banking environment Knowledge and experience in debt capital markets and document negotiation. Skill to successfully negotiate with internal and external parties to mitigate risk. Ability to work under tight and demanding deadlines. Problem Solving Able to analyse, find and propose: a) Innovative legal solutions that are often complex to ensure that enterprise documentation standards are upheld. b) Satisfactory solutions to business issues with internal and external parties. Nature & Area of Impact Interact with clients, their advisors and agents, and other working group party members to come to mutually agreeable terms with respect to deal documents that affect the business. Strive for excellent client service delivery under tight timeframes and working on multiple transactions simultaneously - strong prioritisation skills required. Interaction / Interpersonal Skills Excellent team player Ability to work well independently Resourceful Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels. Effectively influence client, external counsel and other working group party members. Ability to effectively manage internal and external relationship difficulties in a time sensitive, pressured environment. Ability to optimize client service delivery while complying with the Company's policies and preferred practices. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Dec 02, 2021
Full time
The Transaction Manager through broad knowledge and experience is responsible for reviewing highly complex specialized deals transactions/structures aligned to a business or multiple product segments from initiation through closing. Key liaison with outside counsel and in conjunction with Client & Business Development may drive and take lead in negotiation of the terms of the structure. Serves as primary contact with internal and external parties on new and existing transactions and deal documentation in order to ensure the life of issue meets all operational and documentation standards and mitigates any risk. Acts as the Subject Matter "Go To" Expert/country specialist for product/country ensuring the business is kept up to date with market and competitor data and new regulations and laws for specific products or country regulations. Essential Functions - Key Roles &Responsibilities Deal Acceptance: Lends in-depth knowledge and collaborates with appointed outside counsel from BNY Mellon's approved list to provide consultation on multiple types of highly sophisticated transactions. Reviews, negotiates and executes all governing documents for new transactions ensuring deal documentation accurately reflects operational responsibilities, structure terms and documentation standards including pricing input. Keeps internal Legal department abreast of any unusual or novel features in deal documents in order to mitigate any potential litigation issues. Interfaces with Client & Business Development and/or Global Client Solutions to ensure that all Know Your Customer, account setup and tax related requirements are completed prior to closing. Coordinates with Client & Business Development the presentation ofnew transactions at approval forum(s), ensuring the deal has been properly approved by relevant internal stakeholders prior to execution of the governing documents. Prepares and presents deals to the local Trust Committee for new business and where applicable for amendments and exercises of discretion and prepares any required submissions Deal Closing Liaises with internal working group parties to coordinate closing timeframes Develops instructions for support utilities to open the necessary accounts on relevant applications, including cash, custody and bondholder recordkeeping systems Controls and coordinates the bond/program issuance and closing with the relevant support utilities, Depository, Client Service Delivery, respective counsels and other parties, including the performance of initial flow of funds; Announces closing to internal working group party distribution Co-ordinates invoice payment at closing, including related counsel fees with appropriate parties Receives at closing the global notes and any credit facilities, UCCs, bond insurance policies and other collateral, and facilitates forwarding such by secure means to Client & Business Development and/or Global Client Solutions for safekeeping. Deal Set Up Procures the safe keeping and scanning of all investor documents and contractual documents entered into including the complete closing transcript where applicable Expeditiously completes the appropriate post-close tasks in line with policy and procedure for effective transfer of the deal to Client & Business Development, Global Client Solutions and/or Client Service Delivery, (as applicable). Identifies actions/events dictated by the governing deal documents; ensures initial government contract policy compliance; performs initial REG 9 review if applicable; prepares and files Transfer Agency forms for successor deals . Life of Issue Responsible for the review of substantive post-closing matters (including supplements, amendments, document interpretation, contracts for redemptions, consent solicitations, note holder meetings), during life of issue with support of internal and/or external counsel, subject to business and trust acceptance policies and bondholder consent (where required) Examines documents and assists to resolves any issues that arise during the life of the deal. Liaises with the Default Administration Group (DAG) related to defaulted transactions and escalates to DAG regarding all defaults or potential default issues as per Group policy. General Transaction Management Maintains an understanding of internal policies concerning the exercises of discretion in a fiduciary role as it relates to various jurisdictions. Serves as a resource for Global TMG. Develop strong working relationships with client and all appropriate external and internal partners such as law firms, financial advisors, and investment bankers, Client & Business Development, Global Client Solutions,Client Service Delivery, Compliance, Audit, Risk and internal Legal and relevant acceptance/deal review committees and forums Supports Client & Business Development and Global Client Solutions as appropriate or the timely collection of any legal bills related to TMG appointments of counsel. Provides feedback on external counsel performance to internal legal group. Oversees TMG functional protocol and interaction with DAG to ensure negotiation of any workouts, restructures or enforcements pursuant to the deal documentation in accordance with BNY Mellon standards and contracted operational responsibilities, ensuring Qualification in civil or common law jurisdiction is desired (but not essential) Business Expertise Experience of Corporate Trust and/or banking environment Knowledge and experience in debt capital markets and document negotiation. Skill to successfully negotiate with internal and external parties to mitigate risk. Ability to work under tight and demanding deadlines. Problem Solving Able to analyse, find and propose: a) Innovative legal solutions that are often complex to ensure that enterprise documentation standards are upheld. b) Satisfactory solutions to business issues with internal and external parties. Nature & Area of Impact Interact with clients, their advisors and agents, and other working group party members to come to mutually agreeable terms with respect to deal documents that affect the business. Strive for excellent client service delivery under tight timeframes and working on multiple transactions simultaneously - strong prioritisation skills required. Interaction / Interpersonal Skills Excellent team player Ability to work well independently Resourceful Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels. Effectively influence client, external counsel and other working group party members. Ability to effectively manage internal and external relationship difficulties in a time sensitive, pressured environment. Ability to optimize client service delivery while complying with the Company's policies and preferred practices. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Team Description: (Overview of the team) The Senior Transaction Manager through broad knowledge and experience is responsible for reviewing highly complex specialized deals transactions/structures aligned to a business or multiple product segments from initiation through closing. Key liaison with outside counsel and in conjunction with Client & Business Development may drive and take lead in negotiation of the terms of the structure. Serves as primary contact with internal and external parties on new and existing transactions and deal documentation in order to ensure the life of issue meets all operational and documentation standards and mitigates any risk. May mentor junior/new team members. Provides back up supervisory support in absence of Team Leader. Acts as the Subject Matter "Go To" Expert/country specialist for product/country ensuring the business is kept up to date with market and competitor data and new regulations and laws for specific products or country regulations. Essential Functions - Key Roles &Responsibilities Deal Acceptance: Lends in-depth knowledge and collaborates with appointed outside counsel from BNY Mellon's approved list to provide consultation on multiple types of highly sophisticated transactions. Reviews, negotiates and executes all governing documents for new transactions ensuring deal documentation accurately reflects operational responsibilities, structure terms and documentation standards including pricing input. Keeps internal Legal department abreast of any unusual or novel features in deal documents in order to mitigate any potential litigation issues. Interfaces with Client & Business Development and/or Global Client Solutions to ensure that all Know Your Customer, account setup and tax related requirements are completed prior to closing. Coordinates with Client & Business Development the presentation ofnew transactions at approval forum(s), ensuring the deal has been properly approved by relevant internal stakeholders prior to execution of the governing documents. Prepares and presents deals to the local Tru st Committee for new business and where applicable for amendments and exercises of discretion and prepares any required submissions Deal Closing Liaises with internal working group parties to coordinate closing timeframes Develops instructions for support utilities to open the necessary accounts on relevant applications, including cash, custody and bondholder recordkeeping systems Controls and coordinates the bond/program issuance and closing with the relevant support utilities, Depository, Client Service Delivery, respective counsels and other parties, including the performance of initial flow of funds; Announces closing to internal working group party distribution Co-ordinates invoice payment at closing, including related counsel fees with appropriate parties Receives at closing the global notes and any credit facilities, UCCs, bond insurance policies and other collateral, and facilitates forwarding such by secure means to Client & Business Development and/or Global Client Solutions for safekeeping. Deal Set Up Procures the safe keeping and scanning of all investor documents and contractual documents entered into including the complete closing transcript where applicable Expeditiously completes the appropriate post-close tasks in line with policy and procedure for effective transfer of the deal to Client & Business Development, Global Client Solutions and/or Client Service Delivery, (as applicable). Identifies actions/events dictated by the governing deal documents; ensures initial government contract policy compliance; performs initial REG 9 review if applicable; prepares and files Transfer Agency forms for success or deals . Life of Issue Responsible for the review of substantive post-closing matters (including supplements, amendments, document interpretation, contracts for redemptions, consent solicitations, note holder meetings), during life of issue with support of internal and/or external counsel, subject to business and trust acceptance policies and bondholder consent (where required) Examines documents and assists to resolves any issues that arise during the life of the deal. Liaises with the Default Administration Group (DAG) related to defaulted transactions and escalates to DAG regarding all defaults or potential default issues as per Group policy. General Transaction Management Maintains an understanding of internal policies concerning the exercises of discretion in a fiduciary role as it relates to various jurisdictions. Serves as a resource for Global TMG. Develop strong working relationships with client and all appropriate external and internal partners such as law firms, financial advisors, and investment bankers, Client & Business Development, Global Client Solutions,Client Service Delivery, Compliance, Audit, Risk and internal Legal and relevant acceptance/deal review committees and forums Supports Client & Business Development and Global Client Solutions as appropriate or the timely collection of any legal bills related to TMG appointments of counsel. Provides feedback on external counsel performance to internal legal group. May mentor new or junior team members and provides back up supervisory support in absence of Team Leader. Oversees TMG functional protocol and interaction with DAG to ensure negotiation of any workouts, restructures or enforcements pursuant to the deal documentation in accordance with BNY Mellon standards and contracted operational responsibilities, ensuring Qualifi cation in civil or common law jurisdiction is desired (but not essential) Business Expertise Experience of private legal practice, Corporate Trust and/or banking environment. Knowledge and experience in debt capital market s and document negotiation. Skill to successfully negotiate with internal and external parties to mitigate risk. Ability to work under tight and demanding deadlines. Problem Solving Able to analyse, find and propose: a) Innovative legal solutions that are often complex to ensure that enterprise documentation standards are upheld. b) Satisfactory solutions to business issues with internal and external parties. Nature & Area of Impact Interact with clients, their advisors and agents, and other working group party members to come to mutually agreeable terms with respect to deal documents that affect the business. Strive for excellent client service delivery under tight timeframes and working on multiple transactions simultaneously - strong prioritisation skills required . Interaction / Interpersonal Skills Excellent team player Ability to work well independently Resourceful Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels. Effectively influence client, external counsel and other working group party members. Ability to effectively manage internal and external relationship difficulties in a time sensitive, pressured environment. Ability to optimize client service delivery while complying with the Company's policies and preferred practices. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Dec 02, 2021
Full time
Team Description: (Overview of the team) The Senior Transaction Manager through broad knowledge and experience is responsible for reviewing highly complex specialized deals transactions/structures aligned to a business or multiple product segments from initiation through closing. Key liaison with outside counsel and in conjunction with Client & Business Development may drive and take lead in negotiation of the terms of the structure. Serves as primary contact with internal and external parties on new and existing transactions and deal documentation in order to ensure the life of issue meets all operational and documentation standards and mitigates any risk. May mentor junior/new team members. Provides back up supervisory support in absence of Team Leader. Acts as the Subject Matter "Go To" Expert/country specialist for product/country ensuring the business is kept up to date with market and competitor data and new regulations and laws for specific products or country regulations. Essential Functions - Key Roles &Responsibilities Deal Acceptance: Lends in-depth knowledge and collaborates with appointed outside counsel from BNY Mellon's approved list to provide consultation on multiple types of highly sophisticated transactions. Reviews, negotiates and executes all governing documents for new transactions ensuring deal documentation accurately reflects operational responsibilities, structure terms and documentation standards including pricing input. Keeps internal Legal department abreast of any unusual or novel features in deal documents in order to mitigate any potential litigation issues. Interfaces with Client & Business Development and/or Global Client Solutions to ensure that all Know Your Customer, account setup and tax related requirements are completed prior to closing. Coordinates with Client & Business Development the presentation ofnew transactions at approval forum(s), ensuring the deal has been properly approved by relevant internal stakeholders prior to execution of the governing documents. Prepares and presents deals to the local Tru st Committee for new business and where applicable for amendments and exercises of discretion and prepares any required submissions Deal Closing Liaises with internal working group parties to coordinate closing timeframes Develops instructions for support utilities to open the necessary accounts on relevant applications, including cash, custody and bondholder recordkeeping systems Controls and coordinates the bond/program issuance and closing with the relevant support utilities, Depository, Client Service Delivery, respective counsels and other parties, including the performance of initial flow of funds; Announces closing to internal working group party distribution Co-ordinates invoice payment at closing, including related counsel fees with appropriate parties Receives at closing the global notes and any credit facilities, UCCs, bond insurance policies and other collateral, and facilitates forwarding such by secure means to Client & Business Development and/or Global Client Solutions for safekeeping. Deal Set Up Procures the safe keeping and scanning of all investor documents and contractual documents entered into including the complete closing transcript where applicable Expeditiously completes the appropriate post-close tasks in line with policy and procedure for effective transfer of the deal to Client & Business Development, Global Client Solutions and/or Client Service Delivery, (as applicable). Identifies actions/events dictated by the governing deal documents; ensures initial government contract policy compliance; performs initial REG 9 review if applicable; prepares and files Transfer Agency forms for success or deals . Life of Issue Responsible for the review of substantive post-closing matters (including supplements, amendments, document interpretation, contracts for redemptions, consent solicitations, note holder meetings), during life of issue with support of internal and/or external counsel, subject to business and trust acceptance policies and bondholder consent (where required) Examines documents and assists to resolves any issues that arise during the life of the deal. Liaises with the Default Administration Group (DAG) related to defaulted transactions and escalates to DAG regarding all defaults or potential default issues as per Group policy. General Transaction Management Maintains an understanding of internal policies concerning the exercises of discretion in a fiduciary role as it relates to various jurisdictions. Serves as a resource for Global TMG. Develop strong working relationships with client and all appropriate external and internal partners such as law firms, financial advisors, and investment bankers, Client & Business Development, Global Client Solutions,Client Service Delivery, Compliance, Audit, Risk and internal Legal and relevant acceptance/deal review committees and forums Supports Client & Business Development and Global Client Solutions as appropriate or the timely collection of any legal bills related to TMG appointments of counsel. Provides feedback on external counsel performance to internal legal group. May mentor new or junior team members and provides back up supervisory support in absence of Team Leader. Oversees TMG functional protocol and interaction with DAG to ensure negotiation of any workouts, restructures or enforcements pursuant to the deal documentation in accordance with BNY Mellon standards and contracted operational responsibilities, ensuring Qualifi cation in civil or common law jurisdiction is desired (but not essential) Business Expertise Experience of private legal practice, Corporate Trust and/or banking environment. Knowledge and experience in debt capital market s and document negotiation. Skill to successfully negotiate with internal and external parties to mitigate risk. Ability to work under tight and demanding deadlines. Problem Solving Able to analyse, find and propose: a) Innovative legal solutions that are often complex to ensure that enterprise documentation standards are upheld. b) Satisfactory solutions to business issues with internal and external parties. Nature & Area of Impact Interact with clients, their advisors and agents, and other working group party members to come to mutually agreeable terms with respect to deal documents that affect the business. Strive for excellent client service delivery under tight timeframes and working on multiple transactions simultaneously - strong prioritisation skills required . Interaction / Interpersonal Skills Excellent team player Ability to work well independently Resourceful Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels. Effectively influence client, external counsel and other working group party members. Ability to effectively manage internal and external relationship difficulties in a time sensitive, pressured environment. Ability to optimize client service delivery while complying with the Company's policies and preferred practices. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
We are currently seeking experienced Senior Reinsurance professionals to join Guy Carpenter in order to work as part of a dedicated team of Reinsurance Technicians in Witham.What can you expect:As a Senior Reinsurance Technician you will be responsible for various activities for the most complex assigned portfolios i.e., processing of all technical transactional disciplines associated with the assigned role, i.e., Excess Of Loss, Pro Rata or Facultative portfolio. Duties include responsibility for assigned client accounts; including reinsurance coverage assessment, processing of premiums and/or loss transactions and associated cash follow up, application and disbursement of funds due. This individual will also be required to provide guidance and training to less experienced colleagues as well as performing leadership and business support as assigned by Team or Department Manager.What you will be rewarded with?Good work life balance with a competitive salary.Comprehensive benefits programs including: excellent pension contributions, private health insurance, tuition assistance, pension, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.27 days' holiday with the option to buy or sell up to 5 days per year.We will rely on you to: Management of the most complex client base which includes unique lines of business, program structures and reinsurance reporting requirements. Duties to support client base include transactional processing, follow up and securing reinsurance recoveries, collateral and timely and accurate system entry of all assigned client activity.Assess and submit client and/or reinsurer presentation materials and communications to resolve questions and secure reinsurer agreement and payment of claims and account balances.Work with Market Fiduciary to assist with collection of funds.Provide detailed information on accounting/claims process for Request For Proposal (RFP) and sales opportunities.Manage settlement of funds to and from Client in a timely manner in order to ensure all applicable contractual payment terms; warranties and/or conditions are met.Utilise Key Performance Indicators (KPIs) and other system tools to manage all brokerage receivables, funding, retention, e-trading, post booking receipt, ad hoc reporting requests, payment of funds and all management and transactional process steps to provide services in an efficient, effective and regulatory compliant manner.Lead and/or participate in training sessions for CSS Colleagues.Coordinate and attend reinsurance audit/reviews with client and reinsurer. Review open claims and/or premium activity, reconcile records, and facilitate review/audit.Collaborate with peers on complex or contentious reinsurance developments. Support and provide training, mentoring and guidance within the team and/or department for all aspects of reinsurance service processing.What you need to have: Knowledge of Reinsurance concepts and principles, laws and regulatory requirements (i.e., FSA) and general business trends.Track record of successful Client account management, relationship management, engagement and development.Proficiency in Microsoft Office Applications (Word, Excel, PowerPoint) required.Strong verbal and writing skills for complex communications (presentations, negotiations, etc.) with clients, markets and GC colleagues at all levels.Demonstrated ability to work as part of a high performance team. Attention to detail in completing assigned tasks.Positive attitude, willingness to offer and execute ideas and solutions to enhance processes within a changing environment.Successful management of workload; able to manage expectations of all Clients and Stakeholders.Able to challenge appropriately, supporting business cases with facts and information.Understanding of project management methodology, stakeholder management, and risk mitigation.Able to engage, influence and negotiate with Clients, Markets and Colleagues in a professional manner.Consistently provide guidance by mentoring and/or training Colleagues.Consistently deliver superior Client service.What makes you stand out:Demonstrated in depth technical knowledge of insurance and reinsurance business.Proven customer service abilities and orientation.Planning and organisational skills.About us:Guy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,100 professionals in over 60 offices around the world. Guy Carpenter delivers a powerful combination of broking expertise, trusted strategic advisory services and industry-leading analytics to help clients adapt to emerging opportunities and achieve profitable growth. Guy Carpenter is a business of Marsh & McLennan Companies (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people. The company's 75,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading companies including Marsh, Mercer and Oliver Wyman. For more information, visit and follow Guy Carpenter on LinkedIn and embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. Learn more about our foundational values, mission and vision for the future by reviewing our Greater Good Policy.
Dec 01, 2021
Full time
We are currently seeking experienced Senior Reinsurance professionals to join Guy Carpenter in order to work as part of a dedicated team of Reinsurance Technicians in Witham.What can you expect:As a Senior Reinsurance Technician you will be responsible for various activities for the most complex assigned portfolios i.e., processing of all technical transactional disciplines associated with the assigned role, i.e., Excess Of Loss, Pro Rata or Facultative portfolio. Duties include responsibility for assigned client accounts; including reinsurance coverage assessment, processing of premiums and/or loss transactions and associated cash follow up, application and disbursement of funds due. This individual will also be required to provide guidance and training to less experienced colleagues as well as performing leadership and business support as assigned by Team or Department Manager.What you will be rewarded with?Good work life balance with a competitive salary.Comprehensive benefits programs including: excellent pension contributions, private health insurance, tuition assistance, pension, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.27 days' holiday with the option to buy or sell up to 5 days per year.We will rely on you to: Management of the most complex client base which includes unique lines of business, program structures and reinsurance reporting requirements. Duties to support client base include transactional processing, follow up and securing reinsurance recoveries, collateral and timely and accurate system entry of all assigned client activity.Assess and submit client and/or reinsurer presentation materials and communications to resolve questions and secure reinsurer agreement and payment of claims and account balances.Work with Market Fiduciary to assist with collection of funds.Provide detailed information on accounting/claims process for Request For Proposal (RFP) and sales opportunities.Manage settlement of funds to and from Client in a timely manner in order to ensure all applicable contractual payment terms; warranties and/or conditions are met.Utilise Key Performance Indicators (KPIs) and other system tools to manage all brokerage receivables, funding, retention, e-trading, post booking receipt, ad hoc reporting requests, payment of funds and all management and transactional process steps to provide services in an efficient, effective and regulatory compliant manner.Lead and/or participate in training sessions for CSS Colleagues.Coordinate and attend reinsurance audit/reviews with client and reinsurer. Review open claims and/or premium activity, reconcile records, and facilitate review/audit.Collaborate with peers on complex or contentious reinsurance developments. Support and provide training, mentoring and guidance within the team and/or department for all aspects of reinsurance service processing.What you need to have: Knowledge of Reinsurance concepts and principles, laws and regulatory requirements (i.e., FSA) and general business trends.Track record of successful Client account management, relationship management, engagement and development.Proficiency in Microsoft Office Applications (Word, Excel, PowerPoint) required.Strong verbal and writing skills for complex communications (presentations, negotiations, etc.) with clients, markets and GC colleagues at all levels.Demonstrated ability to work as part of a high performance team. Attention to detail in completing assigned tasks.Positive attitude, willingness to offer and execute ideas and solutions to enhance processes within a changing environment.Successful management of workload; able to manage expectations of all Clients and Stakeholders.Able to challenge appropriately, supporting business cases with facts and information.Understanding of project management methodology, stakeholder management, and risk mitigation.Able to engage, influence and negotiate with Clients, Markets and Colleagues in a professional manner.Consistently provide guidance by mentoring and/or training Colleagues.Consistently deliver superior Client service.What makes you stand out:Demonstrated in depth technical knowledge of insurance and reinsurance business.Proven customer service abilities and orientation.Planning and organisational skills.About us:Guy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,100 professionals in over 60 offices around the world. Guy Carpenter delivers a powerful combination of broking expertise, trusted strategic advisory services and industry-leading analytics to help clients adapt to emerging opportunities and achieve profitable growth. Guy Carpenter is a business of Marsh & McLennan Companies (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people. The company's 75,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading companies including Marsh, Mercer and Oliver Wyman. For more information, visit and follow Guy Carpenter on LinkedIn and embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. Learn more about our foundational values, mission and vision for the future by reviewing our Greater Good Policy.
Overview Our Douglas-based client is an independent full service fiduciary services company who provide comprehensive and professional services to international and Isle of Man based clients. Their services include the establishment and ongoing administration of trusts, companies and other structures for both corporate clients and private individuals...... click apply for full job details
Nov 30, 2021
Full time
Overview Our Douglas-based client is an independent full service fiduciary services company who provide comprehensive and professional services to international and Isle of Man based clients. Their services include the establishment and ongoing administration of trusts, companies and other structures for both corporate clients and private individuals...... click apply for full job details
We are looking for a Sector Head of Emerging Market Debt (EMD) to join the Fixed Income Investment Beta Solutions Team within State Street Global Advisors (SSGA) in London. You will join a dynamic, successful, collaborative team of investment professionals, responsible for SSGA's fixed income portfolios and bringing market-leading solutions to our clients. The Global Fixed Income team comprises a team of over 110 investment professionals in seven global locations. The global team manages $1trillion in active and indexed fixed income, cash and currency mandates (as of March 31st, 2021) across a broad spectrum of products on behalf of a wide range of clients. Based in London you will be responsible for leading the management of a broad range of indexed Emerging Market Debt mandates, funds and ETFs. You will also lead engagements with clients and consultants and to represent our Emerging Market Debt capabilities both externally and internally. State Street Global Advisors is one of the industry's largest institutional asset managers is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation a leading provider of financial services to institutional investors. We employ a diverse group of investment professionals worldwide. As an organization we are committed to corporate social responsibility. Active engagement with our communities around the world both as a partner and a leader is a fundamental value at State Street. What we need you to do:- - Lead the EMD investment strategy within the Fixed Income Beta Solutions team. - Manage indexed Emerging Market Debt portfolios, funds and ETFs, ensuring they are invested in line with their risk targets and investment objectives - Develop and enhance the investment process, working with internal stakeholder to create a scalable book of business - Collaborate closely with the Strategy team, to deliver market insights, investment solutions and thought leadership for clients. - Contribute to the design of new products and solutions - Meet with institutional and intermediary clients, prospects and consultants to engage in detailed discussions regarding State Street's EMD capabilities and portfolio reviews. - Maintain the highest possible fiduciary standards. Who you are: - Seasoned portfolio manager, with significant experience in Emerging Market Debt. - Positive attitude and a strong team orientation. - An organised, self-starter, with a history of contributing to a successful, diverse team. - Deep capital market knowledge; in particular of fixed income securities and currencies - Good communication and presentation skills in order to work with sophisticated clients and prospects. - Ability to influence across siloes and motivate key partners. - Committed to investment excellence, with strong attention to detail, and a collaborative attitude.
Nov 30, 2021
Full time
We are looking for a Sector Head of Emerging Market Debt (EMD) to join the Fixed Income Investment Beta Solutions Team within State Street Global Advisors (SSGA) in London. You will join a dynamic, successful, collaborative team of investment professionals, responsible for SSGA's fixed income portfolios and bringing market-leading solutions to our clients. The Global Fixed Income team comprises a team of over 110 investment professionals in seven global locations. The global team manages $1trillion in active and indexed fixed income, cash and currency mandates (as of March 31st, 2021) across a broad spectrum of products on behalf of a wide range of clients. Based in London you will be responsible for leading the management of a broad range of indexed Emerging Market Debt mandates, funds and ETFs. You will also lead engagements with clients and consultants and to represent our Emerging Market Debt capabilities both externally and internally. State Street Global Advisors is one of the industry's largest institutional asset managers is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation a leading provider of financial services to institutional investors. We employ a diverse group of investment professionals worldwide. As an organization we are committed to corporate social responsibility. Active engagement with our communities around the world both as a partner and a leader is a fundamental value at State Street. What we need you to do:- - Lead the EMD investment strategy within the Fixed Income Beta Solutions team. - Manage indexed Emerging Market Debt portfolios, funds and ETFs, ensuring they are invested in line with their risk targets and investment objectives - Develop and enhance the investment process, working with internal stakeholder to create a scalable book of business - Collaborate closely with the Strategy team, to deliver market insights, investment solutions and thought leadership for clients. - Contribute to the design of new products and solutions - Meet with institutional and intermediary clients, prospects and consultants to engage in detailed discussions regarding State Street's EMD capabilities and portfolio reviews. - Maintain the highest possible fiduciary standards. Who you are: - Seasoned portfolio manager, with significant experience in Emerging Market Debt. - Positive attitude and a strong team orientation. - An organised, self-starter, with a history of contributing to a successful, diverse team. - Deep capital market knowledge; in particular of fixed income securities and currencies - Good communication and presentation skills in order to work with sophisticated clients and prospects. - Ability to influence across siloes and motivate key partners. - Committed to investment excellence, with strong attention to detail, and a collaborative attitude.
Our client is leading European Fiduciary Manager who are looking for a credit focused manager research specialist with experience in asset allocation and manager selection to join their growing investment team and lead across credit. The demand for credit strategies across the company's client base is growing and you will be involved in managing newly launched credit solutions and have direct input into the portfolio constriction process. Responsibilities Lead the fund research and evaluation of credit related strategies across the liquidity spectrum, both in alternative and traditional credit Perform quantitative and qualitative analysis of managers to understand their edge(s) & risks Interact and build relationships with fund managers, investment banks and other third parties to assist with the sourcing and diligence of new manager ideas Experience Understanding and experience in research, due diligence, and investment evaluation 3+ years working knowledge of credit and fixed income strategies and/or asset allocation and portfolio construction. CFA or CAIA qualification is desirable Excellent verbal, written communication and interpersonal skills, with the ability to present investment matters in a clear and concise manner.
Nov 30, 2021
Full time
Our client is leading European Fiduciary Manager who are looking for a credit focused manager research specialist with experience in asset allocation and manager selection to join their growing investment team and lead across credit. The demand for credit strategies across the company's client base is growing and you will be involved in managing newly launched credit solutions and have direct input into the portfolio constriction process. Responsibilities Lead the fund research and evaluation of credit related strategies across the liquidity spectrum, both in alternative and traditional credit Perform quantitative and qualitative analysis of managers to understand their edge(s) & risks Interact and build relationships with fund managers, investment banks and other third parties to assist with the sourcing and diligence of new manager ideas Experience Understanding and experience in research, due diligence, and investment evaluation 3+ years working knowledge of credit and fixed income strategies and/or asset allocation and portfolio construction. CFA or CAIA qualification is desirable Excellent verbal, written communication and interpersonal skills, with the ability to present investment matters in a clear and concise manner.
Description About this role Are you a highly motivated professional interested in building a career in Fintech Technology? Do you want to be part of a team that shapes and improves the future of financial institutions? Can you deliver in a fast-paced environment and demonstrate resilience in the face of challenges? If this sounds like you, then join the Aladdin® business. As a member of Aladdin Financial Institution Group (EMEA), within Aladdin Client Engagement (ACE) group, you will have the opportunity to focus on understanding the needs and evolving priorities of insurance and bank clients to articulate and define the client strategy to help some of the largest financial institution in the market (i.e. customised commercial narrative for Insurance and Banks, coordination and connectivity with broad BLK client relationship teams and initiatives) and work in partnership with the rest of the A-FIG team to shape the Aladdin product evolution. A-FIG is responsible to expand BlackRock's footprint in the FIG ecosystem defining and executing a long term strategy for expanding capabilities and potentials of Aladdin, aligned with the needs evolving needs of the banking and insurance industries. We have: The feel of a start-up with the backing of the world's largest asset manager A dynamic environment with professional growth opportunities and a welcoming employee culture Sophisticated clients who call on our expertise to achieve strategic objectives ranging from streamlining workflows to implementing creative and innovative solutions An organization that prides itself on delivering a superior user experience You have: An understanding of the business model and typical challenges of an insurance and/or a bank and grasp key trends of the industry A consultative approach to understanding client needs and a passion for solving problems A pro-active mindset to driving production of internal and client-ready presentations and memos Confidence in presenting complex subject matter to audiences of a varying degree of seniority. Strong interest in technology Emotional ownership, pride in what you do and a strong team ethos 2 years of experience in Financial Services, Technology, Consulting or Buy Side firm You may have: A working knowledge of Aladdin products and experience with the Aladdin way of working Understanding of complex workflows and processes for insurance and bank clients Who are our clients? Insurances and banks looking for cutting hedge technological solutions that can solve complex problems to improve the future of the client organization and provide a better service to their clients. We pride ourselves on delivering a differentiated service, not software. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2020, the firm managed approximately $7.81 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit | | LinkedIn: . BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Nov 30, 2021
Full time
Description About this role Are you a highly motivated professional interested in building a career in Fintech Technology? Do you want to be part of a team that shapes and improves the future of financial institutions? Can you deliver in a fast-paced environment and demonstrate resilience in the face of challenges? If this sounds like you, then join the Aladdin® business. As a member of Aladdin Financial Institution Group (EMEA), within Aladdin Client Engagement (ACE) group, you will have the opportunity to focus on understanding the needs and evolving priorities of insurance and bank clients to articulate and define the client strategy to help some of the largest financial institution in the market (i.e. customised commercial narrative for Insurance and Banks, coordination and connectivity with broad BLK client relationship teams and initiatives) and work in partnership with the rest of the A-FIG team to shape the Aladdin product evolution. A-FIG is responsible to expand BlackRock's footprint in the FIG ecosystem defining and executing a long term strategy for expanding capabilities and potentials of Aladdin, aligned with the needs evolving needs of the banking and insurance industries. We have: The feel of a start-up with the backing of the world's largest asset manager A dynamic environment with professional growth opportunities and a welcoming employee culture Sophisticated clients who call on our expertise to achieve strategic objectives ranging from streamlining workflows to implementing creative and innovative solutions An organization that prides itself on delivering a superior user experience You have: An understanding of the business model and typical challenges of an insurance and/or a bank and grasp key trends of the industry A consultative approach to understanding client needs and a passion for solving problems A pro-active mindset to driving production of internal and client-ready presentations and memos Confidence in presenting complex subject matter to audiences of a varying degree of seniority. Strong interest in technology Emotional ownership, pride in what you do and a strong team ethos 2 years of experience in Financial Services, Technology, Consulting or Buy Side firm You may have: A working knowledge of Aladdin products and experience with the Aladdin way of working Understanding of complex workflows and processes for insurance and bank clients Who are our clients? Insurances and banks looking for cutting hedge technological solutions that can solve complex problems to improve the future of the client organization and provide a better service to their clients. We pride ourselves on delivering a differentiated service, not software. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2020, the firm managed approximately $7.81 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit | | LinkedIn: . BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com | | | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.