Information regarding Neuberger Berman's privacy policy is available under Important Links on . Analyst/Associate - Private Equity Secondaries Apply locations London time type Full time posted on Posted Yesterday job requisition id R Managing private equity funds is an important component of Neuberger Berman's business strategy. NB Private Equity has been an active and successful private equity investor since 1987. NB Private Equity manages over $135 billion of investor commitments across primary fund investments, secondary investments, direct equity co-investments, private debt and various specialty strategies since inception through December 30, 2024. Position Overview: As the successful candidate, you will be part of the NB Secondaries Team based in London and will focus on a wide range of secondary private equity opportunities, including both complex GP-led transactions, traditional LP interest acquisitions, as well as other direct investments arising from unique situations. The position provides an opportunity to work in a leading private equity platform in a fast-paced entrepreneurial environment with constant interaction with the most senior members of the team. The NB Secondaries Team has a global presence and a broad investment mandate investing across all sectors in both GP-led and LP transactions: GP-led Secondaries - Initiated by the manager of the asset(s) to continue value creation of high-performing existing investments via a continuation funds while providing a liquidity option to its investors LP-led Secondaries - Invests in private equity funds by providing liquidity to investors who intend to sell their limited partner interests in private equity funds As part of a deal team, the Associate/Analyst will gain broad experience and contribute to every aspect of our investment cycle. Key responsibilities include: Screening and conducting due diligence on secondary private equity investment opportunities Performing in-depth research and financial analysis on companies and assets from various stages, sectors, and geographies Building detailed financial models of investment opportunities, including operational and valuation sensitivities Interacting with external parties, such as industry experts and investment bankers, as well as with other areas of the firm internally, to enhance due diligence insights and identify new opportunities Assisting with the preparation of due diligence materials, screening and investment committee memoranda Monitoring and reporting on the firm's existing investments through regular interaction with fund managers, attending annual meetings of private equity firms, reviewing quarterly financials, and performing portfolio analysis Supporting the private equity marketing team with investor relations and communication Required qualifications include: We are seeking a driven individual with an excellent academic background, and previous relevant internship/work experience. Approximately 2 years of experience within private equity or top-tier investment banking Ranking near the top of your class with exceptional quantitative skills Excellent academic credentials (both undergraduate/graduate school and GPA) Strong quantitative and analytical abilities, with solid knowledge of valuation techniques, corporate finance topics, and LBO modeling Who you are: Excellent written and verbal English communication skills - must have strong judgment, critical thinking and the ability to articulate and present ideas effectively both orally and in written form Show initiative and creativity in approach to problem-solving; demonstrated experience in conducting research and interacting with others to develop solutions Fluency in other European languages is a plus Ability to multi-task with a fine-tuned attention to detail Must have a team-player attitude and a desire to work on a wide range of projects We believe this represents an excellent opportunity for an enthusiastic, hard-working professional to initiate his/her career and build up experience in a demanding and rewarding environment. Job Location: London, UK Availability to travel, as appropriate Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
Jun 09, 2025
Full time
Information regarding Neuberger Berman's privacy policy is available under Important Links on . Analyst/Associate - Private Equity Secondaries Apply locations London time type Full time posted on Posted Yesterday job requisition id R Managing private equity funds is an important component of Neuberger Berman's business strategy. NB Private Equity has been an active and successful private equity investor since 1987. NB Private Equity manages over $135 billion of investor commitments across primary fund investments, secondary investments, direct equity co-investments, private debt and various specialty strategies since inception through December 30, 2024. Position Overview: As the successful candidate, you will be part of the NB Secondaries Team based in London and will focus on a wide range of secondary private equity opportunities, including both complex GP-led transactions, traditional LP interest acquisitions, as well as other direct investments arising from unique situations. The position provides an opportunity to work in a leading private equity platform in a fast-paced entrepreneurial environment with constant interaction with the most senior members of the team. The NB Secondaries Team has a global presence and a broad investment mandate investing across all sectors in both GP-led and LP transactions: GP-led Secondaries - Initiated by the manager of the asset(s) to continue value creation of high-performing existing investments via a continuation funds while providing a liquidity option to its investors LP-led Secondaries - Invests in private equity funds by providing liquidity to investors who intend to sell their limited partner interests in private equity funds As part of a deal team, the Associate/Analyst will gain broad experience and contribute to every aspect of our investment cycle. Key responsibilities include: Screening and conducting due diligence on secondary private equity investment opportunities Performing in-depth research and financial analysis on companies and assets from various stages, sectors, and geographies Building detailed financial models of investment opportunities, including operational and valuation sensitivities Interacting with external parties, such as industry experts and investment bankers, as well as with other areas of the firm internally, to enhance due diligence insights and identify new opportunities Assisting with the preparation of due diligence materials, screening and investment committee memoranda Monitoring and reporting on the firm's existing investments through regular interaction with fund managers, attending annual meetings of private equity firms, reviewing quarterly financials, and performing portfolio analysis Supporting the private equity marketing team with investor relations and communication Required qualifications include: We are seeking a driven individual with an excellent academic background, and previous relevant internship/work experience. Approximately 2 years of experience within private equity or top-tier investment banking Ranking near the top of your class with exceptional quantitative skills Excellent academic credentials (both undergraduate/graduate school and GPA) Strong quantitative and analytical abilities, with solid knowledge of valuation techniques, corporate finance topics, and LBO modeling Who you are: Excellent written and verbal English communication skills - must have strong judgment, critical thinking and the ability to articulate and present ideas effectively both orally and in written form Show initiative and creativity in approach to problem-solving; demonstrated experience in conducting research and interacting with others to develop solutions Fluency in other European languages is a plus Ability to multi-task with a fine-tuned attention to detail Must have a team-player attitude and a desire to work on a wide range of projects We believe this represents an excellent opportunity for an enthusiastic, hard-working professional to initiate his/her career and build up experience in a demanding and rewarding environment. Job Location: London, UK Availability to travel, as appropriate Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
Reporting directly to the Head of Retail Media, the Retail Media Manager will plan and execute bespoke customer-first marketing campaigns by translating business objectives into practical audiences, using 2nd and 3rd party data to drive personalisation and segmentation. A DAY IN THE LIFE Drive Shopper Activation Work with the Head of Retail Media to analyse shopper and category data to create and execute customer-centric marketing campaigns. Collaborate with Experts: Work across EComm Media, eMerchandising, Commercial, Finance, and brand teams to deliver world-class retailer marketing campaigns. Manage activation projects end-to-end, from insights generation using shopper data to building media strategies with the customer in mind. Campaign Management: Brief designers, manage asset delivery, and coordinate pitches. Manage Retail Media Media Planning: Develop full funnel omnichannel media plans, including writing and delivering briefs to agencies. Media Analysis: Centralise campaign data, analyse efficiencies and results, and provide actionable insights for optimisation, presenting findings to senior stakeholders. Share best practices and upskill teams to enhance digital engagement across UKI and globally. Budget, Process, and Planning Ownership Oversee the retailer event calendar for UKI, supporting 2025 planning with concepts, strategy, and campaign assets. Critical Path Management: Collaborate with teams to ensure milestones are met and campaigns are delivered on time. Manage budget tracking, working with finance to ensure alignment on investments and ROI. Prepare presentations on activation plans for stakeholders. Who You Are Experience in commercial, trade marketing, data insights, or media, with an openness to diverse skills and perspectives. Strong relationship-building skills internally and externally. A self-starter capable of identifying opportunities and acting quickly. Excellent problem-solving skills, autonomous work ethic, and ownership mindset. Effective time management and follow-up skills. An analytical mindset with the ability to manipulate large data sets. What We Offer Our industry-leading benefits include offers, financial advice, share options, pension plans, discounts on brands, private medical and dental insurance, gym memberships, mental health support, family and fertility leave, and leadership development programs. Who We Are L'Oréal operates in 150 markets, leading the beauty industry with €29 billion sales, committed to inclusivity and sustainability. Our brands include L'Oréal Paris, Maybelline, Garnier, NYX, and others, dedicated to democratizing beauty worldwide. How We Recruit We promote diversity, equity, and inclusion in all employment practices. We value different backgrounds and perspectives, believing that our differences drive innovation and success. You can apply to up to three jobs within 30 days. Applications cannot be withdrawn once submitted. Visit "Your Application Space" to track your applications. Avoid creating multiple accounts to prevent data loss.
Jun 06, 2025
Full time
Reporting directly to the Head of Retail Media, the Retail Media Manager will plan and execute bespoke customer-first marketing campaigns by translating business objectives into practical audiences, using 2nd and 3rd party data to drive personalisation and segmentation. A DAY IN THE LIFE Drive Shopper Activation Work with the Head of Retail Media to analyse shopper and category data to create and execute customer-centric marketing campaigns. Collaborate with Experts: Work across EComm Media, eMerchandising, Commercial, Finance, and brand teams to deliver world-class retailer marketing campaigns. Manage activation projects end-to-end, from insights generation using shopper data to building media strategies with the customer in mind. Campaign Management: Brief designers, manage asset delivery, and coordinate pitches. Manage Retail Media Media Planning: Develop full funnel omnichannel media plans, including writing and delivering briefs to agencies. Media Analysis: Centralise campaign data, analyse efficiencies and results, and provide actionable insights for optimisation, presenting findings to senior stakeholders. Share best practices and upskill teams to enhance digital engagement across UKI and globally. Budget, Process, and Planning Ownership Oversee the retailer event calendar for UKI, supporting 2025 planning with concepts, strategy, and campaign assets. Critical Path Management: Collaborate with teams to ensure milestones are met and campaigns are delivered on time. Manage budget tracking, working with finance to ensure alignment on investments and ROI. Prepare presentations on activation plans for stakeholders. Who You Are Experience in commercial, trade marketing, data insights, or media, with an openness to diverse skills and perspectives. Strong relationship-building skills internally and externally. A self-starter capable of identifying opportunities and acting quickly. Excellent problem-solving skills, autonomous work ethic, and ownership mindset. Effective time management and follow-up skills. An analytical mindset with the ability to manipulate large data sets. What We Offer Our industry-leading benefits include offers, financial advice, share options, pension plans, discounts on brands, private medical and dental insurance, gym memberships, mental health support, family and fertility leave, and leadership development programs. Who We Are L'Oréal operates in 150 markets, leading the beauty industry with €29 billion sales, committed to inclusivity and sustainability. Our brands include L'Oréal Paris, Maybelline, Garnier, NYX, and others, dedicated to democratizing beauty worldwide. How We Recruit We promote diversity, equity, and inclusion in all employment practices. We value different backgrounds and perspectives, believing that our differences drive innovation and success. You can apply to up to three jobs within 30 days. Applications cannot be withdrawn once submitted. Visit "Your Application Space" to track your applications. Avoid creating multiple accounts to prevent data loss.
Who we are looking for The Secured Financing business is looking for a fixed income repo trader to support the execution of and support the growth of the activity in the region. Knowledge of global funding markets and relationships with market participants is preferred. Due to the role requirements this job needs to be performed primarily in the office. Why this role is important to us The team you will be joining is a part of Markets. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to Market's business unit. As our investment research and trading arm, Market's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As Fixed Income Repo Trader you will - Lead in developing and managing a new repurchase agreement program Facilitate funding and customer demand to enhance fee and net interest income Operate as an agent for client repo trading. Trade entry and position recon Initiate and maintain client relationships for trading Understand and analyze markets to capitalize on opportunities and effectively execute the team's trading strategies Forecast daily cash requirements and execute daily financing decisions Analyze central bank actions and the impact of those actions on the market Understand and analyze capital, liquidity and credit impact of trades Develop and maintain trading dashboards using business intelligence software Support the development of the product build out to ensure that the appropriate trading and risk management models are built out. Support the regional governance and oversight for the product working closely with the regional head, risk, compliance and legal colleagues What we value These skills will help you succeed in this role Ability to extract meaningful information and insights from large and diverse sets of data Demonstrated ability to concisely summarize and communicate results of quantitative or qualitative analysis to audiences of varying backgrounds Excellent verbal and written communication skills Attention to detail and accuracy Internally motivated to seek out answers, generate ideas, and develop new skills Ability to manage and prioritize tasks to meet specific daily, weekly, and monthly deadlines Ability to work with and organize large amounts of data to produce reporting in a logical and efficient manner Ability to work in a fast paced environment at times, balancing several duties at once Understanding nuances of different asset classes including structured products Some experience in preparing presentations for management Ability to support multiple initiatives through independent or collaborative work Ability to be able to lead, implement, and follow through to completion Ability to think critically to understand existing process and identify opportunities for improvement Education & Preferred Qualifications BS/BA (Finance/ Economics) Strong Excel and Power Point UK and EMEA sovereign / fixed income market experience Familiarity with business intelligence tools such as Qlik or Tableau Additional requirements Limited EMEA travel likely required Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Jun 06, 2025
Full time
Who we are looking for The Secured Financing business is looking for a fixed income repo trader to support the execution of and support the growth of the activity in the region. Knowledge of global funding markets and relationships with market participants is preferred. Due to the role requirements this job needs to be performed primarily in the office. Why this role is important to us The team you will be joining is a part of Markets. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to Market's business unit. As our investment research and trading arm, Market's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As Fixed Income Repo Trader you will - Lead in developing and managing a new repurchase agreement program Facilitate funding and customer demand to enhance fee and net interest income Operate as an agent for client repo trading. Trade entry and position recon Initiate and maintain client relationships for trading Understand and analyze markets to capitalize on opportunities and effectively execute the team's trading strategies Forecast daily cash requirements and execute daily financing decisions Analyze central bank actions and the impact of those actions on the market Understand and analyze capital, liquidity and credit impact of trades Develop and maintain trading dashboards using business intelligence software Support the development of the product build out to ensure that the appropriate trading and risk management models are built out. Support the regional governance and oversight for the product working closely with the regional head, risk, compliance and legal colleagues What we value These skills will help you succeed in this role Ability to extract meaningful information and insights from large and diverse sets of data Demonstrated ability to concisely summarize and communicate results of quantitative or qualitative analysis to audiences of varying backgrounds Excellent verbal and written communication skills Attention to detail and accuracy Internally motivated to seek out answers, generate ideas, and develop new skills Ability to manage and prioritize tasks to meet specific daily, weekly, and monthly deadlines Ability to work with and organize large amounts of data to produce reporting in a logical and efficient manner Ability to work in a fast paced environment at times, balancing several duties at once Understanding nuances of different asset classes including structured products Some experience in preparing presentations for management Ability to support multiple initiatives through independent or collaborative work Ability to be able to lead, implement, and follow through to completion Ability to think critically to understand existing process and identify opportunities for improvement Education & Preferred Qualifications BS/BA (Finance/ Economics) Strong Excel and Power Point UK and EMEA sovereign / fixed income market experience Familiarity with business intelligence tools such as Qlik or Tableau Additional requirements Limited EMEA travel likely required Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Our client, an oil & gas operator is currently recruiting for a JV Finance Manager. Based in London, the role is on a permanent basis and offers hybrid working. ROLE The Finance Manager plays a crucial role in overseeing the financial health of the Company, managing financial processes and ensuring compliance with accounting standards. This is a pivotal position supporting the Company in providing timely financial information with in-depth analysis across the organization and to the Shareholders. RESPONSIBILITIES Analysis of the financial performance of investments and business operations: Collaborating with Data, Commercial and Development & Delivery teams, gather economics and business information, which impact the financial performance, provide financial insights and support strategic decision-making. Proactively monitor and evaluate all processes of the Company including investment, post investment, revenue, margin, cost structure including fixed and variable costs, as well as asset management to identify opportunities for improvement and cost optimization. Ensure the provision of accurate financial information to Company management and maintain consistency throughout the submission process, highlighting key points, and actively participating in business reviews. Propose solutions or preventive measures for identified financial risks. Financial reporting: Contribute to develop and implement financial policies, procedures, and financial internal controls to safeguard Company assets in respecting shareholders guidelines and ensure strict adherence to them. Control the quality of business data obtained and financial data generated. Timely prepare and submit all required reportings to the shareholders, management (e.g. monthly KPI reporting and business reviews). Meet month-end work deadlines and actively participate when needed in the preparation of journals, revenue recognition validation, allocation of administrative overheads, analysis, and reconciliation of deltas in dashboards in line with the budget and other accounting tasks. Prepare forecast (performance outcome or cash flows) with analysis of key gaps. Effectively follow up the capital expenditure process including CAPEX spend and allocation. Establish and review the mapping of statutory audit reports and management reports if any differences. Budget and long-term plan Actively lead in the annual budget/business reviews and long-term plan exercises, predict future financial outcomes with financial models, meticulously verifying data and delivering precise outputs with scenarios simulations and analysis, and present them to the Company management. Financial systems and modeling: Actively participate in relative IT projects and their evolutions, as a key financial user. Main Key User for Microsoft MBC ERP and Billing models, working with MBC support for key evolution requirements when needed, contributing towards strengthening the risk control environment of MBC. Key User for information systems crucial for financial planning and reporting if required (EVP, Site Tracker, HRIS etc.). Create and improve financial analysis models as per business support needs. Others: Supervise and lead the finance team to cover Finance & Corporate Affairs as necessary, and provide guidance, training and knowledge sharing and business practices. Any other reasonable request from shareholders, senior management, business unit managers. Provide ad hoc support to the finance team as needed. REQUIREMENTS Part/Fully Qualified (ACA, ACCA, CIMA or equivalent) with degree in finance, accounting, or related field. At least 2+ years of full FP&A experience, with proven accounting and financial control experiences. Strong understanding of accounting principles, financial reporting, and tax regulations. Excellent leadership and communication skills with an ability to support and influence senior stakeholders. Strong technical skills with good understanding of management accounting and proficiency in Microsoft Excel, Power BI, Power Point, and relevant financial software, with good presentation skills. Experiences of financial Key User for ERP systems, MBC ERP proficiency is required. Proven ability to actively seek opportunities to improve finance performance and processes with willingness to learn and develop, including attaining a professional qualification. Possess good understanding of operational processes (sales, purchasing, logistics, inventory management). Strong commitment in working to meet deadlines. Experience in the renewable energy or EV charging industry is a plus.
Feb 18, 2025
Full time
Our client, an oil & gas operator is currently recruiting for a JV Finance Manager. Based in London, the role is on a permanent basis and offers hybrid working. ROLE The Finance Manager plays a crucial role in overseeing the financial health of the Company, managing financial processes and ensuring compliance with accounting standards. This is a pivotal position supporting the Company in providing timely financial information with in-depth analysis across the organization and to the Shareholders. RESPONSIBILITIES Analysis of the financial performance of investments and business operations: Collaborating with Data, Commercial and Development & Delivery teams, gather economics and business information, which impact the financial performance, provide financial insights and support strategic decision-making. Proactively monitor and evaluate all processes of the Company including investment, post investment, revenue, margin, cost structure including fixed and variable costs, as well as asset management to identify opportunities for improvement and cost optimization. Ensure the provision of accurate financial information to Company management and maintain consistency throughout the submission process, highlighting key points, and actively participating in business reviews. Propose solutions or preventive measures for identified financial risks. Financial reporting: Contribute to develop and implement financial policies, procedures, and financial internal controls to safeguard Company assets in respecting shareholders guidelines and ensure strict adherence to them. Control the quality of business data obtained and financial data generated. Timely prepare and submit all required reportings to the shareholders, management (e.g. monthly KPI reporting and business reviews). Meet month-end work deadlines and actively participate when needed in the preparation of journals, revenue recognition validation, allocation of administrative overheads, analysis, and reconciliation of deltas in dashboards in line with the budget and other accounting tasks. Prepare forecast (performance outcome or cash flows) with analysis of key gaps. Effectively follow up the capital expenditure process including CAPEX spend and allocation. Establish and review the mapping of statutory audit reports and management reports if any differences. Budget and long-term plan Actively lead in the annual budget/business reviews and long-term plan exercises, predict future financial outcomes with financial models, meticulously verifying data and delivering precise outputs with scenarios simulations and analysis, and present them to the Company management. Financial systems and modeling: Actively participate in relative IT projects and their evolutions, as a key financial user. Main Key User for Microsoft MBC ERP and Billing models, working with MBC support for key evolution requirements when needed, contributing towards strengthening the risk control environment of MBC. Key User for information systems crucial for financial planning and reporting if required (EVP, Site Tracker, HRIS etc.). Create and improve financial analysis models as per business support needs. Others: Supervise and lead the finance team to cover Finance & Corporate Affairs as necessary, and provide guidance, training and knowledge sharing and business practices. Any other reasonable request from shareholders, senior management, business unit managers. Provide ad hoc support to the finance team as needed. REQUIREMENTS Part/Fully Qualified (ACA, ACCA, CIMA or equivalent) with degree in finance, accounting, or related field. At least 2+ years of full FP&A experience, with proven accounting and financial control experiences. Strong understanding of accounting principles, financial reporting, and tax regulations. Excellent leadership and communication skills with an ability to support and influence senior stakeholders. Strong technical skills with good understanding of management accounting and proficiency in Microsoft Excel, Power BI, Power Point, and relevant financial software, with good presentation skills. Experiences of financial Key User for ERP systems, MBC ERP proficiency is required. Proven ability to actively seek opportunities to improve finance performance and processes with willingness to learn and develop, including attaining a professional qualification. Possess good understanding of operational processes (sales, purchasing, logistics, inventory management). Strong commitment in working to meet deadlines. Experience in the renewable energy or EV charging industry is a plus.
Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. At PIC, we are recruiting for an Investment Manager to join our PIC Capital department. This role requires the ability to apply knowledge and insights relating to affordable housing with a focus on deal structuring and how this adds value to the PIC Capital team and overall Investments function goals and strategy, delivering strong business outcomes relating to capital, profitability, the Company brand and market reputation relating to affordable housing whilst achieving positive outcomes for our policyholders and shareholders on a consistent basis. Specific accountabilities assigned to the role of Investment Manager (Deal Structuring) within PIC Capital: Works in partnership with the Senior Investment Manager in the successful delivery of the Affordable Housing investment strategy, focusing on benefits and risks to PIC, maintaining compliance with our risk framework and regulatory requirements. Implements and manages PIC's for-profit registered provider of social housing ("FPRP") in terms of governance and strategic oversight. Originates new real estate investment transactions in line with the defined strategy. Takes ownership of the assessment and execution of new Real Estate investment opportunities including: Analytical assessment and interpretation of information relevant to PIC. Oversight of the creation and maintenance of financial models to inform investment decisions, working with the Mortgages and Private Asset Optimisation (MAPAO) team as required. Applying due diligence of transactions, including managing external advisors such as investment agents, legal advisors, technical, tax, and valuation. Management of negotiation and execution of transactions with external counterparties such as vendors, developers, and co-investors, ensuring clarity on terms and structure, and that associated risks are understood and managed. Prepare comprehensive internal and committee reports that demonstrate sound analysis and recommendations of Real Estate transactions as part of the PIC Capital Investment Strategy. Effectively collaborate with all internal stakeholders (primarily Origination, Investments/Finance, Risk/Legal) and external parties such as NEDs and agents/advisors to achieve the Company's strategic goals and objectives. Provide ongoing support to other teams involved in the management of transactions closed, including the Transaction Management team and the Operational Assets team. Takes ownership of their own learning and development in both technical (e.g., data analysis and financial modelling) and non-technical (self-insight and relationship management) skills of PIC Capital. Keeps informed of industry trends, market developments, regulatory changes in the public and private sectors, as well as best practices related to Real Estate by attending industry seminars, reading, and sharing relevant published articles. Experience: Recognised qualification in relevant field and/or strong employment record in delivering operational real estate transactions across asset classes within an investment/asset management context. Proven experience in the management of financial and commercial responsibilities relating to real estate (residential housing). Demonstrable experience of effective report writing across various internal stakeholders. Proven experience of structuring real estate investments. Experience working in a corporate or consulting environment, in pension fund/annuity or pension insurance sector would be an advantage. Knowledge: Good technical knowledge of financial and commercial aspects of investment as it relates to residential housing. Knowledge of real estate underwriting and acquisition exposure. Established knowledge of real estate cash flows and value drivers. Knowledge of writing and presenting committee papers. Knowledge and experience in structuring various real estate investment vehicles such as GPUTs, LLPs, LPs, Ltd companies, and REITs. Familiar with the requirements of operating within a regulated environment. Skills: Strong organisational skills, self-starter/motivator. Strong communication skills. Ability to persuade and influence both directly and indirectly. Ability to organize work to meet deadlines. Ability to work within defined procedures as recommended by functional teams. Commercial judgement. Good working knowledge of MS Access, MS PowerPoint, MS Word. In addition to a competitive base salary and the opportunity to participate in our annual performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme, and much more.
Feb 13, 2025
Full time
Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. At PIC, we are recruiting for an Investment Manager to join our PIC Capital department. This role requires the ability to apply knowledge and insights relating to affordable housing with a focus on deal structuring and how this adds value to the PIC Capital team and overall Investments function goals and strategy, delivering strong business outcomes relating to capital, profitability, the Company brand and market reputation relating to affordable housing whilst achieving positive outcomes for our policyholders and shareholders on a consistent basis. Specific accountabilities assigned to the role of Investment Manager (Deal Structuring) within PIC Capital: Works in partnership with the Senior Investment Manager in the successful delivery of the Affordable Housing investment strategy, focusing on benefits and risks to PIC, maintaining compliance with our risk framework and regulatory requirements. Implements and manages PIC's for-profit registered provider of social housing ("FPRP") in terms of governance and strategic oversight. Originates new real estate investment transactions in line with the defined strategy. Takes ownership of the assessment and execution of new Real Estate investment opportunities including: Analytical assessment and interpretation of information relevant to PIC. Oversight of the creation and maintenance of financial models to inform investment decisions, working with the Mortgages and Private Asset Optimisation (MAPAO) team as required. Applying due diligence of transactions, including managing external advisors such as investment agents, legal advisors, technical, tax, and valuation. Management of negotiation and execution of transactions with external counterparties such as vendors, developers, and co-investors, ensuring clarity on terms and structure, and that associated risks are understood and managed. Prepare comprehensive internal and committee reports that demonstrate sound analysis and recommendations of Real Estate transactions as part of the PIC Capital Investment Strategy. Effectively collaborate with all internal stakeholders (primarily Origination, Investments/Finance, Risk/Legal) and external parties such as NEDs and agents/advisors to achieve the Company's strategic goals and objectives. Provide ongoing support to other teams involved in the management of transactions closed, including the Transaction Management team and the Operational Assets team. Takes ownership of their own learning and development in both technical (e.g., data analysis and financial modelling) and non-technical (self-insight and relationship management) skills of PIC Capital. Keeps informed of industry trends, market developments, regulatory changes in the public and private sectors, as well as best practices related to Real Estate by attending industry seminars, reading, and sharing relevant published articles. Experience: Recognised qualification in relevant field and/or strong employment record in delivering operational real estate transactions across asset classes within an investment/asset management context. Proven experience in the management of financial and commercial responsibilities relating to real estate (residential housing). Demonstrable experience of effective report writing across various internal stakeholders. Proven experience of structuring real estate investments. Experience working in a corporate or consulting environment, in pension fund/annuity or pension insurance sector would be an advantage. Knowledge: Good technical knowledge of financial and commercial aspects of investment as it relates to residential housing. Knowledge of real estate underwriting and acquisition exposure. Established knowledge of real estate cash flows and value drivers. Knowledge of writing and presenting committee papers. Knowledge and experience in structuring various real estate investment vehicles such as GPUTs, LLPs, LPs, Ltd companies, and REITs. Familiar with the requirements of operating within a regulated environment. Skills: Strong organisational skills, self-starter/motivator. Strong communication skills. Ability to persuade and influence both directly and indirectly. Ability to organize work to meet deadlines. Ability to work within defined procedures as recommended by functional teams. Commercial judgement. Good working knowledge of MS Access, MS PowerPoint, MS Word. In addition to a competitive base salary and the opportunity to participate in our annual performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme, and much more.
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at Overview of the Role: We are looking for an experienced Credit Investment Director to support our growing platform and contribute to a successful investment program in 2025: originating and executing new investments and support the design and launch of our third fund. Nuveen Clean Energy Infrastructure is a global leader in investing in the energy transition. We have: Established franchise as fund manager in credit / debt investments in renewable energy and broad energy transition Established platform: Energy transition credit funds 2 funds already raised and invested, circa EUR 500m Arranged, structured and closed transactions for > EUR 3.5bln Innovation is at the core Among first asset backed security transaction ever done in Europe in the renewable energy sector First Synthetic Risk Transfer ever done in Europe in the energy transition project finance space High yield credit investments in energy transition: very few competitors, thanks to use of innovative financial tools Key Responsibilities: Financial toolkit & quantitative skills Demonstrate high degree of competency in financial modelling and appraisal Apply advanced modelling techniques to deliver a range of options in formulating plans and obtaining funding Have detailed knowledge and experience of financial markets and show competence in establishing optimal financial structures Internal document drafting Able to draft and defend IC papers, DC papers, memos, independently or with limited supervision Project documentation review Competently and confidently manage drafting, negotiation, and agreement of full suite of project documents Market knowledge & network Build and maintain strong relationships with relevant infrastructure industry participants such as project developers, strategic partners and other funders to originate deal leads that translate into investments of the company's Funds Build and maintain strong relationships with relevant infrastructure industry experts, investors, financial institutions and fiduciaries to identify industry trends, discover potential capital sources and promote the organization's brand Understand external environment, customer perspectives, and fundamentals of their business Actively seek means of progressing growth, using market and political knowledge, contacts, and network to identify and promote business opportunities Analyse industry, market and infrastructure-specific research as well as competitive fund analysis to stay well-informed and ahead of trends and current issues impacting the infrastructure management business Negotiation Highly competent in negotiation, manage multiple and sometimes conflicting issues for best outcome for the Fund Strategic thinking Proactively identify threats and issues and take positive actions Make strategic decisions based on data, set strategic priorities and involve Partners in aligning strategic priorities Customer / client focus Proactively anticipate needs and look for ways to add value beyond customers' immediate needs and act on them Expertise in managing varied stakeholder perspectives and objectives Contribute to fundraising and investor relations efforts including: setting and executing capital raising strategy, annual investor conference, advisory committee meetings, Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) review, fulfilling investor requests for information, investor on-site meetings, and ongoing investor relations management Qualifications & Experience Required: Significant relevant experience in financing infrastructure / energy assets working at either infrastructure debt funds or international banks Competencies Required: Origination capabilities in financings to infrastructure / energy in Europe Negotiate and execute senior Project finance to infrastructure / energy projects Negotiate and execute junior finance to infrastructure / energy projects Financial modelling Strong skills in understanding legal structures and documentation, in the financing of assets and companies Fluency in English + another European language Additional Information: This role requires no regulatory designation. Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. Nuveen offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. Please contact should you require any assistance.
Feb 03, 2025
Full time
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at Overview of the Role: We are looking for an experienced Credit Investment Director to support our growing platform and contribute to a successful investment program in 2025: originating and executing new investments and support the design and launch of our third fund. Nuveen Clean Energy Infrastructure is a global leader in investing in the energy transition. We have: Established franchise as fund manager in credit / debt investments in renewable energy and broad energy transition Established platform: Energy transition credit funds 2 funds already raised and invested, circa EUR 500m Arranged, structured and closed transactions for > EUR 3.5bln Innovation is at the core Among first asset backed security transaction ever done in Europe in the renewable energy sector First Synthetic Risk Transfer ever done in Europe in the energy transition project finance space High yield credit investments in energy transition: very few competitors, thanks to use of innovative financial tools Key Responsibilities: Financial toolkit & quantitative skills Demonstrate high degree of competency in financial modelling and appraisal Apply advanced modelling techniques to deliver a range of options in formulating plans and obtaining funding Have detailed knowledge and experience of financial markets and show competence in establishing optimal financial structures Internal document drafting Able to draft and defend IC papers, DC papers, memos, independently or with limited supervision Project documentation review Competently and confidently manage drafting, negotiation, and agreement of full suite of project documents Market knowledge & network Build and maintain strong relationships with relevant infrastructure industry participants such as project developers, strategic partners and other funders to originate deal leads that translate into investments of the company's Funds Build and maintain strong relationships with relevant infrastructure industry experts, investors, financial institutions and fiduciaries to identify industry trends, discover potential capital sources and promote the organization's brand Understand external environment, customer perspectives, and fundamentals of their business Actively seek means of progressing growth, using market and political knowledge, contacts, and network to identify and promote business opportunities Analyse industry, market and infrastructure-specific research as well as competitive fund analysis to stay well-informed and ahead of trends and current issues impacting the infrastructure management business Negotiation Highly competent in negotiation, manage multiple and sometimes conflicting issues for best outcome for the Fund Strategic thinking Proactively identify threats and issues and take positive actions Make strategic decisions based on data, set strategic priorities and involve Partners in aligning strategic priorities Customer / client focus Proactively anticipate needs and look for ways to add value beyond customers' immediate needs and act on them Expertise in managing varied stakeholder perspectives and objectives Contribute to fundraising and investor relations efforts including: setting and executing capital raising strategy, annual investor conference, advisory committee meetings, Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) review, fulfilling investor requests for information, investor on-site meetings, and ongoing investor relations management Qualifications & Experience Required: Significant relevant experience in financing infrastructure / energy assets working at either infrastructure debt funds or international banks Competencies Required: Origination capabilities in financings to infrastructure / energy in Europe Negotiate and execute senior Project finance to infrastructure / energy projects Negotiate and execute junior finance to infrastructure / energy projects Financial modelling Strong skills in understanding legal structures and documentation, in the financing of assets and companies Fluency in English + another European language Additional Information: This role requires no regulatory designation. Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. Nuveen offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. Please contact should you require any assistance.
Are you looking to make an impact in a dynamic and flexible team? A leadership role with a strong business focus Working across the Private Markets division, with initial focus on Real Assets London Office, with flexibility of a hybrid work arrangement We're going through significant and exciting change, and this is an opportunity to work in a dynamic environment, alongside our Private Markets businesses to build their digital experiences, where you will play a significant role in designing and executing the future. The Digital, Data and Platforms team in Macquarie Asset Management (MAM) is seeking a Senior Product Manager for Reporting and Business Intelligence for its Private Markets Businesses. The Digital, Data and Platforms team partners with Macquarie's Technology teams to deliver digital experience to MAM's businesses. In this role, the focus in on operating tools to support Portfolio Management in MAM Private Markets, focusing on Reporting and Business Intelligence. This will support MAM's ambition to become a more Digital and Data driven business. Working closely with our Asset and Portfolio Managers, as well as the Macquarie Asset Management (MAM) Technology team, you will support the business' growth ambitions by delivering Business Intelligence, Reporting and Insight at scale. The initial focus will be on asset and portfolio reporting, measuring both financial performance and other aspects including ESG and DEI. This is an opportunity to have a significant impact on one of the most successful Private Markets businesses. As a Senior Product Manager, you will: Define, own and run the agenda for this capability, taking ongoing ownership of the overall experience and associated data products. Be prepared to be 'hands on' in defining and documenting business requirements and conducting user acceptance testing Be consultative in designing data visualisations and other tools Take ownership of 'reporting data products' for the Privates Markets businesses, understanding end to end lineage and integrity of data Define user stories, manage the backlog Interact closely and frequently with MAM Private Markets Investment and Portfolio Management teams Work collaboratively with the COG MAM Technology team, who will identify, deliver and operate solutions and platforms to meet the requirements Develop deep business expertise to inform solutions and prioritisations as well as pro-active opportunity assesssment You will have experience in at least one of BI and data visualisation, asset management and business analysis with a quantitative and data focus. You may have some financial services or technology and data experience and we will consider a range of experience from operational to finance / consulting / accounting through to client / investment facing roles. Fundamentally, you will be: Very comfortable with data and large data sets and quantitative analysis Detail focused and methodical - data products must be right Able to work with business teams and clearly capture and articulate business requirements to technology teams Effective in a collaborative, agile, multi-disciplinary team About Macquarie Asset Management In Macquarie Asset Management you will join a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than A$773/€523/£440/$US578 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. All figures as at 31 March 2022. Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief. Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.
Sep 24, 2022
Full time
Are you looking to make an impact in a dynamic and flexible team? A leadership role with a strong business focus Working across the Private Markets division, with initial focus on Real Assets London Office, with flexibility of a hybrid work arrangement We're going through significant and exciting change, and this is an opportunity to work in a dynamic environment, alongside our Private Markets businesses to build their digital experiences, where you will play a significant role in designing and executing the future. The Digital, Data and Platforms team in Macquarie Asset Management (MAM) is seeking a Senior Product Manager for Reporting and Business Intelligence for its Private Markets Businesses. The Digital, Data and Platforms team partners with Macquarie's Technology teams to deliver digital experience to MAM's businesses. In this role, the focus in on operating tools to support Portfolio Management in MAM Private Markets, focusing on Reporting and Business Intelligence. This will support MAM's ambition to become a more Digital and Data driven business. Working closely with our Asset and Portfolio Managers, as well as the Macquarie Asset Management (MAM) Technology team, you will support the business' growth ambitions by delivering Business Intelligence, Reporting and Insight at scale. The initial focus will be on asset and portfolio reporting, measuring both financial performance and other aspects including ESG and DEI. This is an opportunity to have a significant impact on one of the most successful Private Markets businesses. As a Senior Product Manager, you will: Define, own and run the agenda for this capability, taking ongoing ownership of the overall experience and associated data products. Be prepared to be 'hands on' in defining and documenting business requirements and conducting user acceptance testing Be consultative in designing data visualisations and other tools Take ownership of 'reporting data products' for the Privates Markets businesses, understanding end to end lineage and integrity of data Define user stories, manage the backlog Interact closely and frequently with MAM Private Markets Investment and Portfolio Management teams Work collaboratively with the COG MAM Technology team, who will identify, deliver and operate solutions and platforms to meet the requirements Develop deep business expertise to inform solutions and prioritisations as well as pro-active opportunity assesssment You will have experience in at least one of BI and data visualisation, asset management and business analysis with a quantitative and data focus. You may have some financial services or technology and data experience and we will consider a range of experience from operational to finance / consulting / accounting through to client / investment facing roles. Fundamentally, you will be: Very comfortable with data and large data sets and quantitative analysis Detail focused and methodical - data products must be right Able to work with business teams and clearly capture and articulate business requirements to technology teams Effective in a collaborative, agile, multi-disciplinary team About Macquarie Asset Management In Macquarie Asset Management you will join a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than A$773/€523/£440/$US578 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. All figures as at 31 March 2022. Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief. Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.
The Role This is a unique opportunity for a motivated Manager from a valuation team within the Big 4 or a leading advisory firm to join the fast-growing Portfolio Valuations practice within the Valuation Advisory Services Team of Teneo, the global CEO advisory firm. Our team provides valuation services to the following: private equity, venture capital, infrastructure funds and sovereign wealth funds. The successful candidate will be a driven valuation professional who is seeking to join an exciting new team which offers unparalleled opportunities for personal growth and promotion. They should exhibit an entrepreneurial spirit with a genuine desire to provide quality, independent advice and insight to Teneo's blue chip client base. Key Responsibilities As part of a select and highly skilled team, as a Portfolio Valuations Manager you will have the opportunity to: Manage complex valuation engagements whilst collaborating closely with a range of industry leading specialists across different teams Use a variety of tools to conduct extensive data analysis and valuation modelling through a wide range of assets and sectors including but not limited to: Infrastructure equity assets; Debt instruments, Early-stage investments and investments with complex capital structures Conduct research, collate information, and develop reports Interact with clients and provide quality advice, irrespective of grade Supporting management teams in preparing and challenging business plans Managing diverse teams within an inclusive team culture where people are recognised for their contribution Actively support business development activities, building your own contact network and supporting Director/ Managing Director-led marketing and sales activities Support wider business training initiatives Personally develop through both formal and informal training Typical projects will include PE/VC/Fund Portfolio Valuations Alternative Investments Complex Financial Instruments Fairness Opinions and commercial valuations Financial Reporting Valuations (IFRS, US GAAP, UK GAAP) Key Skills & Experience Experience in Valuations gained at a Big 4 accounting firm, an independent advisory firm, or Fund Experience providing valuation and modelling expertise across a variety of sectors and asset classes Proficient in excel modelling of complex financial instruments (including option pricing models, equity waterfalls, and debt instruments) Ambitious, with a desire to succeed in an entrepreneurial culture Teneo is an environment that presents a real opportunity for ambitious individuals as all employees are encouraged to develop their client network and business development skills Ability to lead small teams and develop people Excellent interpersonal and analytical skills Strong project management skills Excellent oral and written communication skills Fluent business level English is essential. Additional European language skills are advantageous A strong and flexible work ethic CFA and/or relevant accounting professional designations is a plus The ideal candidate will have a Bachelor's or Master's degree in Finance, Accounting or Economics or an MBA from an accredited college/university About Teneo Teneo advises business leaders, enabling them to achieve goals faster by earning trust, navigating disruption, and removing barriers. We balance the culture and feel of a boutique-sized company against the great client opportunities presented by working for a larger company. Our culture is critical to our success. We pride ourselves on having a friendly and collaborative working environment in which strong performers can make rapid career progress. In supporting this, we run dedicated events for mental health and well-being, and ensure an inclusive and transparent environment that allows all employees to flourish. We recognise that diversity is essential to our business and encourage applicants from all backgrounds. We are very happy to talk about flexible working, so please do let us know if this something you would like to discuss. What can we offer you? New joiners are supported by a week-long induction programme, and continuous improvement is achieved through a structured and tailored programme that suits your career development. As well as this we offer a whole host of benefits and reward including. Competitive Salary 25 days holiday Discretionary Bonus Scheme Pension Scheme Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Private medical insurance Group Income protection Life assurance Cycle to work schemes Regular social, cultural and charitable activities
Sep 14, 2022
Full time
The Role This is a unique opportunity for a motivated Manager from a valuation team within the Big 4 or a leading advisory firm to join the fast-growing Portfolio Valuations practice within the Valuation Advisory Services Team of Teneo, the global CEO advisory firm. Our team provides valuation services to the following: private equity, venture capital, infrastructure funds and sovereign wealth funds. The successful candidate will be a driven valuation professional who is seeking to join an exciting new team which offers unparalleled opportunities for personal growth and promotion. They should exhibit an entrepreneurial spirit with a genuine desire to provide quality, independent advice and insight to Teneo's blue chip client base. Key Responsibilities As part of a select and highly skilled team, as a Portfolio Valuations Manager you will have the opportunity to: Manage complex valuation engagements whilst collaborating closely with a range of industry leading specialists across different teams Use a variety of tools to conduct extensive data analysis and valuation modelling through a wide range of assets and sectors including but not limited to: Infrastructure equity assets; Debt instruments, Early-stage investments and investments with complex capital structures Conduct research, collate information, and develop reports Interact with clients and provide quality advice, irrespective of grade Supporting management teams in preparing and challenging business plans Managing diverse teams within an inclusive team culture where people are recognised for their contribution Actively support business development activities, building your own contact network and supporting Director/ Managing Director-led marketing and sales activities Support wider business training initiatives Personally develop through both formal and informal training Typical projects will include PE/VC/Fund Portfolio Valuations Alternative Investments Complex Financial Instruments Fairness Opinions and commercial valuations Financial Reporting Valuations (IFRS, US GAAP, UK GAAP) Key Skills & Experience Experience in Valuations gained at a Big 4 accounting firm, an independent advisory firm, or Fund Experience providing valuation and modelling expertise across a variety of sectors and asset classes Proficient in excel modelling of complex financial instruments (including option pricing models, equity waterfalls, and debt instruments) Ambitious, with a desire to succeed in an entrepreneurial culture Teneo is an environment that presents a real opportunity for ambitious individuals as all employees are encouraged to develop their client network and business development skills Ability to lead small teams and develop people Excellent interpersonal and analytical skills Strong project management skills Excellent oral and written communication skills Fluent business level English is essential. Additional European language skills are advantageous A strong and flexible work ethic CFA and/or relevant accounting professional designations is a plus The ideal candidate will have a Bachelor's or Master's degree in Finance, Accounting or Economics or an MBA from an accredited college/university About Teneo Teneo advises business leaders, enabling them to achieve goals faster by earning trust, navigating disruption, and removing barriers. We balance the culture and feel of a boutique-sized company against the great client opportunities presented by working for a larger company. Our culture is critical to our success. We pride ourselves on having a friendly and collaborative working environment in which strong performers can make rapid career progress. In supporting this, we run dedicated events for mental health and well-being, and ensure an inclusive and transparent environment that allows all employees to flourish. We recognise that diversity is essential to our business and encourage applicants from all backgrounds. We are very happy to talk about flexible working, so please do let us know if this something you would like to discuss. What can we offer you? New joiners are supported by a week-long induction programme, and continuous improvement is achieved through a structured and tailored programme that suits your career development. As well as this we offer a whole host of benefits and reward including. Competitive Salary 25 days holiday Discretionary Bonus Scheme Pension Scheme Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Private medical insurance Group Income protection Life assurance Cycle to work schemes Regular social, cultural and charitable activities
WHAT YOU'LL DOThe EMESA Regional Finance Team is dedicated to support Regional Leadership and the EMESA Systems on Finance topics in the areas of Analytics, Commercial Finance, Finance Planning, Finance Operations and Future Finance. The EMESA region unites over 10,000 BCGers from 40+ countries and all business units, organized in eight geographic systems.The EMESA Commercial Finance Manager is an integral member of the EMESA Financial Planning & Analysis team and provides planning and analytical support to the EMESA Region.This position is built around teamwork and meeting customers needs. The EMESA Commercial Finance Manager is teaming with local Finance teams, other regional functions, and the Global Planning team. The work is fast paced, technically challenging, and very visible. The team is located in different countries and time zones, which requires ability to work in a virtual team. Commercial Finance activities Pricing support & analytics Commercial decision-making supportRevenue management incl. VBP and ROI trackingRisk management incl. DSO and WIP tracking Ongoing analytical work Analyze and benchmark the EMESA and System specific KPIs with particular focus on pricing metrics. Provide data insight and tools to Commercial Directors in EMESA, supporting them in negotiating terms in client contractsEMESA Investment Desk reporting and analyses, decision support for prioritization of investmentsPerform ad hoc requests and participate in regional and global projects. Innovations Support EMESA Systems in preparing their pricing strategies and analysesDevelop new regional analysis tools to be used for pricing and investment activities utilizing the BCG financial systems.Contribute to enhancements of costing tools embedded in ClientView; be thought partner for Global Revenue Management in developing strategies and analyses Team leadership Line Manager for the EMESA Commercial Finance team (at present 2 direct reports)Member of and active contributor to the EMESA FP&A Managers team YOU'RE GOOD AT Building productive relationships based on trust.Collaborating with others to make things happen.Communicating in a clear, professional and inspiring way.Keeping on top of all the detail whilst not losing sight of the big picture.Anticipating and managing risks.Adapting to dynamic situations and changing requirements.Managing multiple initiatives in parallel.Taking a tenacious approach to ensure results. YOU BRING (EXPERIENCE & QUALIFICATIONS)Required Proven strong academic background, minimum at university degree or similar qualification. Advanced computer literacy, highly proficient in Excel and PowerPoint. 8+ years relevant work experience and comfortable in a professional service firm environment. Experience and sound skills in financial analysis, pricing, and reporting. Mature approach: partner effectively across geographies, cohort levels and internal functions. Ability to deal with confidential and sensitive topics and strive for successful resolution. Results orientated and able to work without direct authority. Preferred: Leadership experience in current or previous position(s) A strong understanding of BCG's business, structure and operating models on a local and global level, coupled with existing relationships within the BCG Finance network in EMESA. Familiarity with advanced analytical tools (Alteryx, Tableau or similar tools). Experience in BCG financial systems is a merit. YOU'LL WORK WITHMembers of our finance team are responsible for preserving the intellectual capital, assets, and integrity of BCG. We make a decisive impact on the firm s direction, performance, and risk-management models. Finance jobs include accounting and reporting, planning and analysis, tax and treasury, financial systems, payroll, and executive compensation.ADDITIONAL INFORMATIONYOU LL BE BASED IN: Stockholm, Munich, Düsseldorf or London office. Other EMESA offices are subject to approval. This position is a Manager position (MSS2 level) with potential to grow to Senior Manager (MSS3 level) in the short/mid-term.
Jul 27, 2022
Full time
WHAT YOU'LL DOThe EMESA Regional Finance Team is dedicated to support Regional Leadership and the EMESA Systems on Finance topics in the areas of Analytics, Commercial Finance, Finance Planning, Finance Operations and Future Finance. The EMESA region unites over 10,000 BCGers from 40+ countries and all business units, organized in eight geographic systems.The EMESA Commercial Finance Manager is an integral member of the EMESA Financial Planning & Analysis team and provides planning and analytical support to the EMESA Region.This position is built around teamwork and meeting customers needs. The EMESA Commercial Finance Manager is teaming with local Finance teams, other regional functions, and the Global Planning team. The work is fast paced, technically challenging, and very visible. The team is located in different countries and time zones, which requires ability to work in a virtual team. Commercial Finance activities Pricing support & analytics Commercial decision-making supportRevenue management incl. VBP and ROI trackingRisk management incl. DSO and WIP tracking Ongoing analytical work Analyze and benchmark the EMESA and System specific KPIs with particular focus on pricing metrics. Provide data insight and tools to Commercial Directors in EMESA, supporting them in negotiating terms in client contractsEMESA Investment Desk reporting and analyses, decision support for prioritization of investmentsPerform ad hoc requests and participate in regional and global projects. Innovations Support EMESA Systems in preparing their pricing strategies and analysesDevelop new regional analysis tools to be used for pricing and investment activities utilizing the BCG financial systems.Contribute to enhancements of costing tools embedded in ClientView; be thought partner for Global Revenue Management in developing strategies and analyses Team leadership Line Manager for the EMESA Commercial Finance team (at present 2 direct reports)Member of and active contributor to the EMESA FP&A Managers team YOU'RE GOOD AT Building productive relationships based on trust.Collaborating with others to make things happen.Communicating in a clear, professional and inspiring way.Keeping on top of all the detail whilst not losing sight of the big picture.Anticipating and managing risks.Adapting to dynamic situations and changing requirements.Managing multiple initiatives in parallel.Taking a tenacious approach to ensure results. YOU BRING (EXPERIENCE & QUALIFICATIONS)Required Proven strong academic background, minimum at university degree or similar qualification. Advanced computer literacy, highly proficient in Excel and PowerPoint. 8+ years relevant work experience and comfortable in a professional service firm environment. Experience and sound skills in financial analysis, pricing, and reporting. Mature approach: partner effectively across geographies, cohort levels and internal functions. Ability to deal with confidential and sensitive topics and strive for successful resolution. Results orientated and able to work without direct authority. Preferred: Leadership experience in current or previous position(s) A strong understanding of BCG's business, structure and operating models on a local and global level, coupled with existing relationships within the BCG Finance network in EMESA. Familiarity with advanced analytical tools (Alteryx, Tableau or similar tools). Experience in BCG financial systems is a merit. YOU'LL WORK WITHMembers of our finance team are responsible for preserving the intellectual capital, assets, and integrity of BCG. We make a decisive impact on the firm s direction, performance, and risk-management models. Finance jobs include accounting and reporting, planning and analysis, tax and treasury, financial systems, payroll, and executive compensation.ADDITIONAL INFORMATIONYOU LL BE BASED IN: Stockholm, Munich, Düsseldorf or London office. Other EMESA offices are subject to approval. This position is a Manager position (MSS2 level) with potential to grow to Senior Manager (MSS3 level) in the short/mid-term.
