OUR IMPACT At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. The Portfolio Management Group (PMG) is a multi-asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions. The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized risk-focused portfolios. YOUR IMPACT The successful candidate will be a valued member of the PMG EMEA team, which provides discretionary portfolio management services to PWM clients. They would be responsible for undertaking and overseeing many of the day-to-day tasks associated with constructing, implementing and managing client portfolios. The role is varied and will offer the opportunity to learn from and make a meaningful contribution to our investment capabilities and processes. Core Responsibilities: Work as part of the PMG Team to implement bespoke discretionary portfolio solutions for PWM clients. Take a lead role in overseeing and enhancing our investment processes whilst ensuring strict adherence to a robust risk management framework. Contribute to a range of PMG-specific projects related to technology development and general policies/procedures that are designed to continue to scale the business. Portfolio management of existing client mandates involving areas such as portfolio construction, investment manager/vehicle selection and rebalancing, and monitoring currency exposure. Executing trades across asset classes in equities, bonds, mutual funds, derivatives and alternative investments, including hedge funds and private equity. Conducting daily cash management and FX exposure analysis; including daily trading of spot and forward FX, and Money Market Funds. For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams. Manage all operational aspects of managed accounts, including trading, position reconciliation, capital calls, private equity events, product maturities. REQUIREMENTS 5+ years work experience in a similar portfolio management and trade execution role. Must have region specific qualifications CISI Level 4 (London) or equivalent IMC & CFA Level 1. Strong interest in the financial markets and good investment sense/commercial instinct. Strong organisational skills; the ability to deliver on tight deadlines, multi-task in a fast-paced environment and think clearly under pressure will be key to success. Self-motivated and able to work in an autonomous, yet collaborative environment. Commitment to excellence, a high level of integrity. Proficiency with Bloomberg, Refinitiv/Datastream, Morningstar Direct, or similar systems. Knowledge of Microsoft Office software (Outlook, Excel, PowerPoint and Word). ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
Feb 10, 2025
Full time
OUR IMPACT At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. The Portfolio Management Group (PMG) is a multi-asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions. The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized risk-focused portfolios. YOUR IMPACT The successful candidate will be a valued member of the PMG EMEA team, which provides discretionary portfolio management services to PWM clients. They would be responsible for undertaking and overseeing many of the day-to-day tasks associated with constructing, implementing and managing client portfolios. The role is varied and will offer the opportunity to learn from and make a meaningful contribution to our investment capabilities and processes. Core Responsibilities: Work as part of the PMG Team to implement bespoke discretionary portfolio solutions for PWM clients. Take a lead role in overseeing and enhancing our investment processes whilst ensuring strict adherence to a robust risk management framework. Contribute to a range of PMG-specific projects related to technology development and general policies/procedures that are designed to continue to scale the business. Portfolio management of existing client mandates involving areas such as portfolio construction, investment manager/vehicle selection and rebalancing, and monitoring currency exposure. Executing trades across asset classes in equities, bonds, mutual funds, derivatives and alternative investments, including hedge funds and private equity. Conducting daily cash management and FX exposure analysis; including daily trading of spot and forward FX, and Money Market Funds. For all of these activities, work in conjunction with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams. Manage all operational aspects of managed accounts, including trading, position reconciliation, capital calls, private equity events, product maturities. REQUIREMENTS 5+ years work experience in a similar portfolio management and trade execution role. Must have region specific qualifications CISI Level 4 (London) or equivalent IMC & CFA Level 1. Strong interest in the financial markets and good investment sense/commercial instinct. Strong organisational skills; the ability to deliver on tight deadlines, multi-task in a fast-paced environment and think clearly under pressure will be key to success. Self-motivated and able to work in an autonomous, yet collaborative environment. Commitment to excellence, a high level of integrity. Proficiency with Bloomberg, Refinitiv/Datastream, Morningstar Direct, or similar systems. Knowledge of Microsoft Office software (Outlook, Excel, PowerPoint and Word). ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
Finance Regulatory or Competition Financial Services Economist - Manager - Associate Director Apply locations London time type Full time posted on Posted 4 Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: NEW GROUND WON'T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Grant Thornton's Economic Consulting division comprises 30 postgraduate economists who provide specialist regulatory, competition and economic valuation services on an advisory and independent expert basis to economic regulators, government, corporates and their legal advisors. Often working with others at Grant Thornton, we advise on high profile issues in all major sectors of the economy with a particular focus on the regulated industries e.g. energy, water, financial services, telecoms and transport. Examples of our projects include: Delivery partner to Ofwat and Ofgem on price controls and cost modelling Advisor to PSR and FCA on market investigations including developing proposals for remedies Advisor to CAA on cost assessment matters Independent expert on competition damages matters in the CAT and High Court, including assessment of profitability and quantum Working with high street banks and asset managers to develop and review regulatory costing models for assessing fair value under consumer duty regulations Independent expert on a judicial review against a decision by a regulator to impose a price control, on grounds of financial sustainability and lack of cost orientation Calculating climate risk exposure for corporates looking to comply with TCFD reporting requirements Independent expert on ESG and securities litigation matters Advising PSR with regards to the future direction of Openbanking We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role The Economic Consulting team provides regulatory finance and competition finance services to clients - often as part of broader client engagements. This may be in the context of cost modelling, regulatory audits, designing and implementing remedies, competition investigations and estimating competition damages. The bulk of this is to clients (regulators and corporates) in the regulated sectors but increasingly this involves working on competition investigations and disputes that cover a broader set of industries. We are looking for individuals at Manager to Assistant Director grade with experience in regulatory finance and/or competition finance gained in any sector of the economy to join our team. This will involve providing economic consulting services to our clients as well as supporting on business development and writing proposals - very often working alongside others from across Grant Thornton's 2500 strong advisory practice and, at times, with Grant Thornton's international network of member firms. You will be responsible for "holding the pen" and managing both clients and consultants providing necessary support and direction to team members and upward management. Your experience may have been gained at a regulator, corporate or another consultancy, but you will be keen to develop your career within regulatory and competition finance (potentially also working on broader regulatory economics or competition economics matters if that's your preference). You may have a preference for working on an advisory or independent expert basis and will enjoy working as a part of a cross-disciplinary team, keen to bring regulatory/competition finance skills to bear as part of larger projects. As a Finance Regulatory or Competition Financial Services Economist - Manager - Associate Director within our Economic Consulting team, you will be: Responsible for regulatory/competition finance projects for clients, leading analysis on large cases or a portfolio of cases. Producing quality analysis, insights and arguments (including ability to source data from multiple sources, manipulate large data sets and work with complex Excel models). Comfortable producing, reviewing and/or overseeing the development of cost models for use in regulatory finance and competition finance matters e.g. to set price controls, competition investigations. Able to assess and review regulatory accounts including using information to assess profitability and whether this is in line with required standards e.g. represents fair value, normal economic profit, a specific return on capital employed etc. Preparing PowerPoint slides, memorandums and formal written reports and presenting the results, alongside other members of the team, and directly with clients. Liaising with clients including project updates and presentation of analysis. Identifying opportunities for business development including drafting thought leadership material. Those who join at Senior Manager/Assistant Director will be automatic members of Economic Consulting's senior management team. This affords the opportunity to take on people management and other practice management roles and to develop and implement the team strategy in order to support the growth and development of the Economic Consulting team. Knowing you're right for us Joining us as a Finance Regulatory or Competition Financial Services Economist - Manager - Associate Director within our Economic Consulting, the minimum criteria you'll need is an MSc in Economics or a BSc Economics with relevant work experience. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Experience in regulatory finance and/or competition finance gained in consultancy, industry or at an economic regulator. Experience in developing cost models in one or more regulated sectors. Experience in assessing profitability e.g. in the context of price controls, competition investigations, monitoring. Expertise in the calculation of cost of capital (WACC). Strong understanding of one or more regulated sectors. Experience in developing, implementing or auditing against regulatory accounting guidelines. Experience of working with legal advisors on competition investigations. Experience using Microsoft Office including Excel. Good oral and written communication skills. Experience of presenting complex arguments to a range of stakeholders. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Feb 10, 2025
Full time
Finance Regulatory or Competition Financial Services Economist - Manager - Associate Director Apply locations London time type Full time posted on Posted 4 Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: NEW GROUND WON'T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Grant Thornton's Economic Consulting division comprises 30 postgraduate economists who provide specialist regulatory, competition and economic valuation services on an advisory and independent expert basis to economic regulators, government, corporates and their legal advisors. Often working with others at Grant Thornton, we advise on high profile issues in all major sectors of the economy with a particular focus on the regulated industries e.g. energy, water, financial services, telecoms and transport. Examples of our projects include: Delivery partner to Ofwat and Ofgem on price controls and cost modelling Advisor to PSR and FCA on market investigations including developing proposals for remedies Advisor to CAA on cost assessment matters Independent expert on competition damages matters in the CAT and High Court, including assessment of profitability and quantum Working with high street banks and asset managers to develop and review regulatory costing models for assessing fair value under consumer duty regulations Independent expert on a judicial review against a decision by a regulator to impose a price control, on grounds of financial sustainability and lack of cost orientation Calculating climate risk exposure for corporates looking to comply with TCFD reporting requirements Independent expert on ESG and securities litigation matters Advising PSR with regards to the future direction of Openbanking We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role The Economic Consulting team provides regulatory finance and competition finance services to clients - often as part of broader client engagements. This may be in the context of cost modelling, regulatory audits, designing and implementing remedies, competition investigations and estimating competition damages. The bulk of this is to clients (regulators and corporates) in the regulated sectors but increasingly this involves working on competition investigations and disputes that cover a broader set of industries. We are looking for individuals at Manager to Assistant Director grade with experience in regulatory finance and/or competition finance gained in any sector of the economy to join our team. This will involve providing economic consulting services to our clients as well as supporting on business development and writing proposals - very often working alongside others from across Grant Thornton's 2500 strong advisory practice and, at times, with Grant Thornton's international network of member firms. You will be responsible for "holding the pen" and managing both clients and consultants providing necessary support and direction to team members and upward management. Your experience may have been gained at a regulator, corporate or another consultancy, but you will be keen to develop your career within regulatory and competition finance (potentially also working on broader regulatory economics or competition economics matters if that's your preference). You may have a preference for working on an advisory or independent expert basis and will enjoy working as a part of a cross-disciplinary team, keen to bring regulatory/competition finance skills to bear as part of larger projects. As a Finance Regulatory or Competition Financial Services Economist - Manager - Associate Director within our Economic Consulting team, you will be: Responsible for regulatory/competition finance projects for clients, leading analysis on large cases or a portfolio of cases. Producing quality analysis, insights and arguments (including ability to source data from multiple sources, manipulate large data sets and work with complex Excel models). Comfortable producing, reviewing and/or overseeing the development of cost models for use in regulatory finance and competition finance matters e.g. to set price controls, competition investigations. Able to assess and review regulatory accounts including using information to assess profitability and whether this is in line with required standards e.g. represents fair value, normal economic profit, a specific return on capital employed etc. Preparing PowerPoint slides, memorandums and formal written reports and presenting the results, alongside other members of the team, and directly with clients. Liaising with clients including project updates and presentation of analysis. Identifying opportunities for business development including drafting thought leadership material. Those who join at Senior Manager/Assistant Director will be automatic members of Economic Consulting's senior management team. This affords the opportunity to take on people management and other practice management roles and to develop and implement the team strategy in order to support the growth and development of the Economic Consulting team. Knowing you're right for us Joining us as a Finance Regulatory or Competition Financial Services Economist - Manager - Associate Director within our Economic Consulting, the minimum criteria you'll need is an MSc in Economics or a BSc Economics with relevant work experience. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Experience in regulatory finance and/or competition finance gained in consultancy, industry or at an economic regulator. Experience in developing cost models in one or more regulated sectors. Experience in assessing profitability e.g. in the context of price controls, competition investigations, monitoring. Expertise in the calculation of cost of capital (WACC). Strong understanding of one or more regulated sectors. Experience in developing, implementing or auditing against regulatory accounting guidelines. Experience of working with legal advisors on competition investigations. Experience using Microsoft Office including Excel. Good oral and written communication skills. Experience of presenting complex arguments to a range of stakeholders. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Transactions Tax - Associate Director Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Our Transaction Advisory Services (TAS) Tax team is structured in a unique way - we are focused on providing the full spectrum of tax services to private equity, across funds, deals and portfolio companies on a wide scope of transactional work both domestically and internationally. We are leading advisers to mid-market private equity firms and large acquisitive corporates with deal values of anywhere from a few million to over a billion. We support our clients throughout the entire deal lifecycle from the initial proposal stage and assisting with offer terms, undertaking due diligence and advice on the acquisition structure through to completion and post-deal advice. We work with businesses across a huge range of sectors - from technology and gaming, through to care homes, art galleries, travel and retail. This is a fast-moving and exciting environment. It is technically led but with a keen eye on service and so this role will involve technical tax application, extensive interaction with clients and great interpersonal and organisational skills. TAS Tax are a small, tight-knit team, and have experienced exceptional growth year on year. We have a strong pipeline and as part of a growing team, you will have significant opportunities to take on responsibility and develop as the team grows. We are looking for bright and enthusiastic individuals who are looking to step up into a Manager role and are interested in a career in M&A tax. We're happy to talk flexible working and consider reduced hours and job shares and, whilst the hours in a project-based environment can be varied and, at times, quite intense, we'll support you to balance your work, study and life. A look into the role As Associate Director in the TAS Tax team, you will provide tax structuring advice and will undertake tax due diligence on both buy-side and sell-side transactions for private equity and corporate clients. You may also have the opportunity to work on public company transactions, primarily on AIM and the Main Market of the London Stock Exchange. If you enjoy working on a variety of projects and sectors, you'll fit right in. Here are some things you can expect from a role in TAS Tax: You will be leading discussions with and presenting findings to clients and legal advisers as well as managing the relationship with the target's management team. You will take a lead in working alongside FDD and SPA Advisory teams as a Transaction Advisory Services professional to ensure that your work goes hand in hand with theirs. You will be responsible for leading due diligence meetings with the target business, overseeing the due diligence analysis and reviewing reports to ensure they have been accurately and robustly prepared ahead of final review by the partner/director. You will prepare and review structuring reports based on the proposed acquisition structure, considering the key tax implications in line with the commercial requirements of the transaction. You will be involved in all other aspects of the transaction, including reviewing forecast models, funds flows and considering legal documentation with the support of an exceptional team. Collaborating with other stakeholders is vital in a TAS Tax role, and you will be encouraged to establish a strong internal network to drive opportunities across TAS, Corporate Finance and GT's international member firms. You'll be working closely with external key contacts within private equity funds, corporate clients, law firms and intermediaries to drive business development across the team. You will be involved in business development, researching and preparing proposals to win new work and taking part in presentations to prospective clients. You will manage project budgets, ensuring bills are raised accurately and promptly, fees are collected in a timely manner and debtors kept to a minimum. You will demonstrate an ability to produce a well-supported piece of technical research using legislation, guidance issued by tax authorities and/or the firm's technical resources. You will be responsible for ongoing training and development of your team. Knowing you're right for us The ideal candidate will be a qualified chartered accountant or tax adviser (ACA, CA CTA, ADIT or equivalent as a minimum criteria) and have a good grounding in UK tax practices. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way: UK corporation tax compliance and/or M&A experience Exposure to other tax issues - transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions/share option schemes Proven experience in client handling and project management, building and sustaining relationships Experience of advising on technical tax matters is essential Demonstrable experience of managing multiple deliverables, showing prioritisation skills and meeting deadlines within an expected timeframe Strong Excel and Power Point skills to prepare client and target documentation. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Feb 09, 2025
Full time
Transactions Tax - Associate Director Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Our Transaction Advisory Services (TAS) Tax team is structured in a unique way - we are focused on providing the full spectrum of tax services to private equity, across funds, deals and portfolio companies on a wide scope of transactional work both domestically and internationally. We are leading advisers to mid-market private equity firms and large acquisitive corporates with deal values of anywhere from a few million to over a billion. We support our clients throughout the entire deal lifecycle from the initial proposal stage and assisting with offer terms, undertaking due diligence and advice on the acquisition structure through to completion and post-deal advice. We work with businesses across a huge range of sectors - from technology and gaming, through to care homes, art galleries, travel and retail. This is a fast-moving and exciting environment. It is technically led but with a keen eye on service and so this role will involve technical tax application, extensive interaction with clients and great interpersonal and organisational skills. TAS Tax are a small, tight-knit team, and have experienced exceptional growth year on year. We have a strong pipeline and as part of a growing team, you will have significant opportunities to take on responsibility and develop as the team grows. We are looking for bright and enthusiastic individuals who are looking to step up into a Manager role and are interested in a career in M&A tax. We're happy to talk flexible working and consider reduced hours and job shares and, whilst the hours in a project-based environment can be varied and, at times, quite intense, we'll support you to balance your work, study and life. A look into the role As Associate Director in the TAS Tax team, you will provide tax structuring advice and will undertake tax due diligence on both buy-side and sell-side transactions for private equity and corporate clients. You may also have the opportunity to work on public company transactions, primarily on AIM and the Main Market of the London Stock Exchange. If you enjoy working on a variety of projects and sectors, you'll fit right in. Here are some things you can expect from a role in TAS Tax: You will be leading discussions with and presenting findings to clients and legal advisers as well as managing the relationship with the target's management team. You will take a lead in working alongside FDD and SPA Advisory teams as a Transaction Advisory Services professional to ensure that your work goes hand in hand with theirs. You will be responsible for leading due diligence meetings with the target business, overseeing the due diligence analysis and reviewing reports to ensure they have been accurately and robustly prepared ahead of final review by the partner/director. You will prepare and review structuring reports based on the proposed acquisition structure, considering the key tax implications in line with the commercial requirements of the transaction. You will be involved in all other aspects of the transaction, including reviewing forecast models, funds flows and considering legal documentation with the support of an exceptional team. Collaborating with other stakeholders is vital in a TAS Tax role, and you will be encouraged to establish a strong internal network to drive opportunities across TAS, Corporate Finance and GT's international member firms. You'll be working closely with external key contacts within private equity funds, corporate clients, law firms and intermediaries to drive business development across the team. You will be involved in business development, researching and preparing proposals to win new work and taking part in presentations to prospective clients. You will manage project budgets, ensuring bills are raised accurately and promptly, fees are collected in a timely manner and debtors kept to a minimum. You will demonstrate an ability to produce a well-supported piece of technical research using legislation, guidance issued by tax authorities and/or the firm's technical resources. You will be responsible for ongoing training and development of your team. Knowing you're right for us The ideal candidate will be a qualified chartered accountant or tax adviser (ACA, CA CTA, ADIT or equivalent as a minimum criteria) and have a good grounding in UK tax practices. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way: UK corporation tax compliance and/or M&A experience Exposure to other tax issues - transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions/share option schemes Proven experience in client handling and project management, building and sustaining relationships Experience of advising on technical tax matters is essential Demonstrable experience of managing multiple deliverables, showing prioritisation skills and meeting deadlines within an expected timeframe Strong Excel and Power Point skills to prepare client and target documentation. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics - including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Feb 08, 2025
Full time
We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics - including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
Select how often (in days) to receive an alert: Senior Associate, Private Infrastructure Partnership Investments Location: London, GB Baar, CH We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across 21 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity. What it's about In this position you will support the Private Infrastructure investment team and take part in all aspects of private infrastructure investments. This includes sourcing, assessing, executing and monitoring private infrastructure transactions with a focus on Europe infrastructure secondaries (including continuation funds, structured solutions, and LP portfolios) and non-control equity investments. Main responsibility Lead quantitative and qualitative due diligence on prospective private infrastructure investments Own and run sophisticated infrastructure financial models Analyze and prepare investment memoranda for Partners Group's Investment Committee Independently lead workstreams in transaction teams, including coaching and oversight of junior professionals Support senior investment professionals in structuring creative transactions Take a lead role in monitoring infrastructure investments and managing relationships with infrastructure managers, portfolio company management teams and intermediaries Perform various tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts What we expect For this challenging position, we are looking for a person who works well in a very entrepreneurial organization, someone who is a self-starter and possesses strong numerical, networking and organization skills. The successful candidate should have the following profile: Approx. 5+ years of relevant work experience, including a background in principal investing and/or investment banking. At least 2 years of transaction experience in the infrastructure asset class Interest in building a career in the infrastructure secondaries market Excellent analytical, financial, interpersonal, and client-facing skills, combined with the desire to learn and succeed Expert knowledge of Excel and financial modeling skills; ability to conduct research and cope with incomplete information Strong work ethic Experience managing junior investment professionals (Analysts) Independent and curious minded, the role involves learning and acting on your own accord Top academic credentials with a coursework emphasis on Business Administration, Accounting, Finance, Economics and/or Engineering What we offer Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow: Professional, international working environment Challenging, rewarding career within a growing company Collaborative environment, with on-the-job training and mentorship opportunities One-month sabbatical after every five years of service Education assistance program Fun office and team events, including volunteer opportunities to connect with and help our local communities Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at
Feb 08, 2025
Full time
Select how often (in days) to receive an alert: Senior Associate, Private Infrastructure Partnership Investments Location: London, GB Baar, CH We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across 21 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity. What it's about In this position you will support the Private Infrastructure investment team and take part in all aspects of private infrastructure investments. This includes sourcing, assessing, executing and monitoring private infrastructure transactions with a focus on Europe infrastructure secondaries (including continuation funds, structured solutions, and LP portfolios) and non-control equity investments. Main responsibility Lead quantitative and qualitative due diligence on prospective private infrastructure investments Own and run sophisticated infrastructure financial models Analyze and prepare investment memoranda for Partners Group's Investment Committee Independently lead workstreams in transaction teams, including coaching and oversight of junior professionals Support senior investment professionals in structuring creative transactions Take a lead role in monitoring infrastructure investments and managing relationships with infrastructure managers, portfolio company management teams and intermediaries Perform various tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts What we expect For this challenging position, we are looking for a person who works well in a very entrepreneurial organization, someone who is a self-starter and possesses strong numerical, networking and organization skills. The successful candidate should have the following profile: Approx. 5+ years of relevant work experience, including a background in principal investing and/or investment banking. At least 2 years of transaction experience in the infrastructure asset class Interest in building a career in the infrastructure secondaries market Excellent analytical, financial, interpersonal, and client-facing skills, combined with the desire to learn and succeed Expert knowledge of Excel and financial modeling skills; ability to conduct research and cope with incomplete information Strong work ethic Experience managing junior investment professionals (Analysts) Independent and curious minded, the role involves learning and acting on your own accord Top academic credentials with a coursework emphasis on Business Administration, Accounting, Finance, Economics and/or Engineering What we offer Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow: Professional, international working environment Challenging, rewarding career within a growing company Collaborative environment, with on-the-job training and mentorship opportunities One-month sabbatical after every five years of service Education assistance program Fun office and team events, including volunteer opportunities to connect with and help our local communities Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at
FI Credit at Lloyds Banking Group is a fun and exciting place to work. We're a friendly bunch, very curious, and we like asking lots of questions and challenging existing ways of working. We're passionate about risk management, and we want to support our business partners to build a balanced business with strong and long-term client relationships. We're a relatively small team with a motivating & collaborative team culture so everyone who joins is vital. We all get involved in everything the team looks after, so you'll have a varied workload and hopefully be constantly learning. We speak regularly with relationship managers, sales and onboarding teams and are passionate about maintaining accurate data and delivering quality credit analysis. As part of this role you'll manage a portfolio of counterparties, prepare credit submissions for annual reviews & new transactions for our Financial Sponsors clients and present these submissions to sanctioning officials for approval. As you grow in confidence you'll also get the opportunity to lead credit due diligence calls with clients and shape deal structures. Our goal is for you to become an active and valuable member of our team and the wider FI Credit team. We're passionate about our people, and we have a huge focus on empowerment, career progression, diversity, learning & development, agility and work-life balance. As a part of FI Credit, you may also have the opportunity to get involved with other portfolios in the wider team too, which includes Securitisations, Banks & Intra-group, and Insurance. Responsibilities: Managing the credit quality of our Financial Sponsors portfolio, while supporting the provision of Fund Finance facilities to Top Tier Private Equity, Secondaries and Private Debt Managers. Contributing to disciplined growth in other lending product offerings such as gearing, liquidity and GP support facilities. Helping provide oversight on our significant FX book to support Business in providing hedging solutions to our clients (typically forwards or spot). Providing credit input/view at Deal Screening Committee meetings. Attending client due diligence meetings and helping shape deal structures. Contributing to our annual portfolio deep dive and stress testing. Contribution to various ad hoc projects and our simplification drive. Experience & Skills Required: Significant credit experience, demonstrating the ability to analyse credit risk and shape deal structures. An understanding of derivative products (particularly FX) and lending products, as well as the associated legal documentation, would be useful. Exceptional organisation skills with the ability to juggle multiple requests, prioritise workloads, meet deadlines, as well as having the confidence to flag when you might need help. Clear and concise verbal and written communication skills. Ability to work as a team player in a dynamic and fast-paced work environment, including ability to coordinate multiple work streams and deliver against tight timelines. Ability to seek out, build and maintain trusting relationships and partnerships with stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. Qualifications: Experience in the Financial Services industry, specifically within Banking. Degree in Finance or closely related areas of Business Administration. Comprehensive knowledge of banking and its related products, relevant regulations and lending and credit approval processes. Knowledge of the Funds sector, including trends, horizon risks and regulation. Previous experience in a relevant Credit or Coverage role. Strong credit writing and analytical skills. Education: Bachelor's degree/University degree or equivalent experience. Professional qualification in finance or accounting, desirable but not essential. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15%. An annual performance-related bonus. Share schemes including free shares. Benefits you can adapt to your lifestyle, such as discounted shopping. 30 days' holiday, with bank holidays on top. A range of wellbeing initiatives and generous parental leave policies. We'll help you perform at your best today, so you can fulfil all your potential in the future. We know that success is built from the inside out through our people. In return for your expertise, you'll enjoy our total dedication to your ongoing personal and professional development. Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. If you'd like reasonable adjustments to be made to the recruitment process, just let us know. If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Feb 08, 2025
Full time
FI Credit at Lloyds Banking Group is a fun and exciting place to work. We're a friendly bunch, very curious, and we like asking lots of questions and challenging existing ways of working. We're passionate about risk management, and we want to support our business partners to build a balanced business with strong and long-term client relationships. We're a relatively small team with a motivating & collaborative team culture so everyone who joins is vital. We all get involved in everything the team looks after, so you'll have a varied workload and hopefully be constantly learning. We speak regularly with relationship managers, sales and onboarding teams and are passionate about maintaining accurate data and delivering quality credit analysis. As part of this role you'll manage a portfolio of counterparties, prepare credit submissions for annual reviews & new transactions for our Financial Sponsors clients and present these submissions to sanctioning officials for approval. As you grow in confidence you'll also get the opportunity to lead credit due diligence calls with clients and shape deal structures. Our goal is for you to become an active and valuable member of our team and the wider FI Credit team. We're passionate about our people, and we have a huge focus on empowerment, career progression, diversity, learning & development, agility and work-life balance. As a part of FI Credit, you may also have the opportunity to get involved with other portfolios in the wider team too, which includes Securitisations, Banks & Intra-group, and Insurance. Responsibilities: Managing the credit quality of our Financial Sponsors portfolio, while supporting the provision of Fund Finance facilities to Top Tier Private Equity, Secondaries and Private Debt Managers. Contributing to disciplined growth in other lending product offerings such as gearing, liquidity and GP support facilities. Helping provide oversight on our significant FX book to support Business in providing hedging solutions to our clients (typically forwards or spot). Providing credit input/view at Deal Screening Committee meetings. Attending client due diligence meetings and helping shape deal structures. Contributing to our annual portfolio deep dive and stress testing. Contribution to various ad hoc projects and our simplification drive. Experience & Skills Required: Significant credit experience, demonstrating the ability to analyse credit risk and shape deal structures. An understanding of derivative products (particularly FX) and lending products, as well as the associated legal documentation, would be useful. Exceptional organisation skills with the ability to juggle multiple requests, prioritise workloads, meet deadlines, as well as having the confidence to flag when you might need help. Clear and concise verbal and written communication skills. Ability to work as a team player in a dynamic and fast-paced work environment, including ability to coordinate multiple work streams and deliver against tight timelines. Ability to seek out, build and maintain trusting relationships and partnerships with stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. Qualifications: Experience in the Financial Services industry, specifically within Banking. Degree in Finance or closely related areas of Business Administration. Comprehensive knowledge of banking and its related products, relevant regulations and lending and credit approval processes. Knowledge of the Funds sector, including trends, horizon risks and regulation. Previous experience in a relevant Credit or Coverage role. Strong credit writing and analytical skills. Education: Bachelor's degree/University degree or equivalent experience. Professional qualification in finance or accounting, desirable but not essential. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15%. An annual performance-related bonus. Share schemes including free shares. Benefits you can adapt to your lifestyle, such as discounted shopping. 30 days' holiday, with bank holidays on top. A range of wellbeing initiatives and generous parental leave policies. We'll help you perform at your best today, so you can fulfil all your potential in the future. We know that success is built from the inside out through our people. In return for your expertise, you'll enjoy our total dedication to your ongoing personal and professional development. Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. If you'd like reasonable adjustments to be made to the recruitment process, just let us know. If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.
Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Apply locations London United Kingdom time type Full time posted on Posted Today job requisition id We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics -including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting. Click here to learn more about careers at Citi.
Feb 08, 2025
Full time
Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Wealth Regulatory Reporting & Client Tax Operations Quality Assurance Head Apply locations London United Kingdom time type Full time posted on Posted Today job requisition id We are seeking a highly skilled and experienced professional to lead the Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) team within our Wealth division. The Senior Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) Head will oversee the quality assurance framework for all regulatory reporting & Client Tax across multiple jurisdictions, ensuring compliance with diverse and complex regulations & Tax laws. This role is crucial for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess in-depth knowledge of global financial regulations & taxes, a keen understanding of the intricacies of wealth management, and the ability to lead and inspire a global team. Key Responsibilities: Strategic Leadership: Develop and implement a comprehensive quality assurance strategy for regulatory reporting & tax within Wealth, ensuring alignment with global regulatory & tax requirements and Citi's overall compliance policies and risk management frameworks. Quality Assurance Oversight: Lead the QA function for regulatory reporting & tax, focusing on the complexity of global wealth management clients, products, and services. Ensure adherence to regulations such as Dodd-Frank, EMIR, MiFID II, FATCA, MAS & HKMA OTC Derivative reporting etc., and other local and international standards. Setup appropriate governance and oversight framework. Lead all the audit, internal and external review engagements. Communicate with regulators as required, co-ordinate back reporting/replay's if necessary. Ensure all regulatory and tax processes have corresponding sample testing processes, controls, and monitoring. Team Management: Opportunity to setup a new global quality assurance team. Manage the team of QA professionals across multiple regions, providing leadership, mentorship, and performance management to ensure effective delivery of QA programs tailored to Wealth Management. Process Improvement: Identify and implement best practices to enhance the efficiency, accuracy, and consistency of regulatory reporting, considering the diverse range of products and services offered to global clients. Regulatory Compliance: Stay abreast of evolving global regulatory requirements, Citi policies, standards and adapt the QA framework to meet new compliance standards, especially those impacting wealth management products such as investments, alternatives, funds, deposits, structured products, and advisory services etc. Data Quality Management: Develop and monitor robust data quality metrics and controls to ensure the integrity of data used for regulatory reporting, from client data to complex product transactions. Stakeholder Collaboration: Collaborate with compliance, risk, legal, operations, technology, product owners, report owners, Enterprise data & regulatory reporting, and banking teams to address QA issues, develop remediation plans, and drive continuous improvement initiatives specific to Wealth Management. Risk Assessment: Conduct regular risk, self-assessments to identify gaps in existing QA processes, with a focus on mitigating compliance risks associated with diverse client portfolios and complex investment products. Prepare, monitor, and document global regulatory & tax KPIs & KRIs. Prepare and monitor regulatory reporting and tax metrics -including trend analysis and breach monitoring. Training and Development: Create and deliver training programs to enhance the technical and compliance skills of the QA team, fostering a culture of excellence and accountability within the team. Reporting and Analytics: Develop and present comprehensive reports to senior management on the status of QA programs, key findings, and recommendations for improvement, highlighting areas of risk and strategic focus. Qualifications: Bachelor's or Master's degree in finance, Business, Economics, or a related field. Advanced certifications (e.g., CFA, CPA, FRM) are highly desirable. Extensive experience in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. Proven leadership experience, with a track record of managing large, cross-functional teams across multiple locations, particularly in complex, global environments. In-depth knowledge of global regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability to interpret and apply regulatory requirements to Wealth Management products and services. Strong analytical and problem-solving skills, with the ability to manage complex data sets, identify trends, and address issues within the context of wealth management client portfolios. Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. Proficiency in using data analytics and QA tools; experience with automated QA testing frameworks is a plus. Ability to navigate a fast-paced, complex environment with multiple competing priorities. Why Join Us? Global Impact: Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services. Career Growth: Lead and shape a critical function within the organization, with ample opportunities for career development and exposure to diverse markets and products. Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement. Job Family Group: Operations - Management Operations Job Family: Management Leadership Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting. Click here to learn more about careers at Citi.
Selby Jennings are working alongside a leading venture capital firm with a strong focus on innovative and sustainable investments. With an impressive Assets Under Management (AUM) of over $1 billion, this fund is dedicated to supporting groundbreaking companies that drive positive change. This team is passionate about fostering growth and creating value for all investors. Position Overview: We are seeking a highly motivated and experienced Investor Relations Associate to join our dynamic team. The ideal candidate will have a minimum of 5 years of experience in investor relations, finance, or a related field. This role is critical in supporting our fundraising efforts and maintaining strong relationships with our investors. Key Responsibilities: Prepare and update marketing materials, presentations, and pitch decks. Complete Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). Support fundraising opportunities by coordinating and managing investor communications. Develop and maintain relationships with current and potential investors. Assist in organizing investor meetings, events, and roadshows. Monitor and report on industry trends and competitor activities. Collaborate with internal teams to ensure consistent and accurate messaging. Qualifications: Bachelor's degree in Finance, Business, or a related field. Minimum of 5 years of experience in investor relations, finance, or a related role. Strong analytical and communication skills. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Ability to work independently and as part of a team. Detail-oriented with excellent organizational skills. Experience in venture capital or private equity is a plus.
Feb 08, 2025
Full time
Selby Jennings are working alongside a leading venture capital firm with a strong focus on innovative and sustainable investments. With an impressive Assets Under Management (AUM) of over $1 billion, this fund is dedicated to supporting groundbreaking companies that drive positive change. This team is passionate about fostering growth and creating value for all investors. Position Overview: We are seeking a highly motivated and experienced Investor Relations Associate to join our dynamic team. The ideal candidate will have a minimum of 5 years of experience in investor relations, finance, or a related field. This role is critical in supporting our fundraising efforts and maintaining strong relationships with our investors. Key Responsibilities: Prepare and update marketing materials, presentations, and pitch decks. Complete Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). Support fundraising opportunities by coordinating and managing investor communications. Develop and maintain relationships with current and potential investors. Assist in organizing investor meetings, events, and roadshows. Monitor and report on industry trends and competitor activities. Collaborate with internal teams to ensure consistent and accurate messaging. Qualifications: Bachelor's degree in Finance, Business, or a related field. Minimum of 5 years of experience in investor relations, finance, or a related role. Strong analytical and communication skills. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Ability to work independently and as part of a team. Detail-oriented with excellent organizational skills. Experience in venture capital or private equity is a plus.
SCIB VP - Technology, Global Industry Group Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id Req SCIB VP - Technology, Global Industry Group Country: United Kingdom Key activities Work closely with the Sector Head to manage and develop global client relationships within the Technology sector in the Global Industry Group. Play a key role in delivering sector, Financial Sponsor and M&A financial budgets and overall BCF growth and financial success, via the origination and execution of Corporate Finance mandates. Under the oversight of the Sector Head, will have specific responsibility to lead the origination, execution and monitoring of business opportunities across the client base. Work closely with clients to develop a deep understanding of their changing needs, and partner with colleagues across the Bank to provide relevant solutions. Success requires a delivery of Santander's Corporate and Investment Banking product suite, and diverse geographical spread to meet the needs of the client base. At all times adhering to personal, Santander and regulatory risk, compliance and governance responsibilities. In order to develop deep and productive client relationships the role will involve: Actively contributing strategic ideas and content to originate investment banking business, including M&A, Equity Capital Markets, Debt Capital Markets, acquisition finance and leverage finance transactions. Driving the execution of transactions and development of client materials, typically assisted by Analysts / Associates and in conjunction with relevant product teams and Senior Bankers. Utilising and sharing financial analysis, accounting, financial modelling and other analytical skills. Preparing for and participating in client meetings. Corporate and credit risk analysis, in relation to Corporate Finance transactions. Building and maintaining productive internal and external networks. Undertaking extra-curricular activities to assist the senior management in the running of the BCF business. Participating in training, and focusing on own personal development. Other general responsibilities that may come as part of the role. What we're looking for Software Industry experience. Relevant experience in an M&A role within a Tier 1 or Tier 2 Investment Banking division desirable. Bachelor's degree in Finance, Business Administration, Economics, or any other related field. MBA or a master's degree is a plus. Strong qualitative and quantitative research skills. Excellent oral and written communication skills in English are essential. Other linguistic capabilities including spoken and written Spanish and/or Portuguese desirable. Ability to work in a team with high effectiveness. Ability to work independently in a fast-paced environment. Strong work ethic, organisational skills and ability to multitask is crucial. Entrepreneurial mindset with a drive for excellence. CISI Qualification desirable. What else you need to know This role is based in our Triton Square office in London, conveniently located within walking distance from Euston Station and Warren Street Station. How we'll reward you As well as a competitive salary, you'll enjoy a benefits package that you can tailor to your needs. Eligible for a discretionary performance-related annual bonus. Pension with generous contributions of up to 12.5% from Santander, depending on your own contribution and length of employment with us. 30 days holiday plus bank holidays, with the option to purchase up to 5 contractual days per year. Company funded individual private medical insurance. Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, dental insurance, healthcare cash plan and health assessments. Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover. Share in Santander's success by investing in our Sharesave and Partnership shares plans. For more information about our wide range of benefits and family friendly policies visit our website. Equal Opportunities Santander are an equal opportunities employer. When we talk about diversity, we don't just want to pay lip service. Our customers come from a wide range of backgrounds, and so do our people. It's important to us that we create an inclusive culture where everyone counts, and we particularly welcome applications from different underrepresented groups. For more information on our commitment to equal opportunities, please visit our diversity page. What to do next If this sounds like a role you're interested in, then please apply on the link. Due to high volume of applications we may need to close this role earlier than the advertised date, so recommend submitting an application as soon as possible.
Feb 08, 2025
Full time
SCIB VP - Technology, Global Industry Group Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id Req SCIB VP - Technology, Global Industry Group Country: United Kingdom Key activities Work closely with the Sector Head to manage and develop global client relationships within the Technology sector in the Global Industry Group. Play a key role in delivering sector, Financial Sponsor and M&A financial budgets and overall BCF growth and financial success, via the origination and execution of Corporate Finance mandates. Under the oversight of the Sector Head, will have specific responsibility to lead the origination, execution and monitoring of business opportunities across the client base. Work closely with clients to develop a deep understanding of their changing needs, and partner with colleagues across the Bank to provide relevant solutions. Success requires a delivery of Santander's Corporate and Investment Banking product suite, and diverse geographical spread to meet the needs of the client base. At all times adhering to personal, Santander and regulatory risk, compliance and governance responsibilities. In order to develop deep and productive client relationships the role will involve: Actively contributing strategic ideas and content to originate investment banking business, including M&A, Equity Capital Markets, Debt Capital Markets, acquisition finance and leverage finance transactions. Driving the execution of transactions and development of client materials, typically assisted by Analysts / Associates and in conjunction with relevant product teams and Senior Bankers. Utilising and sharing financial analysis, accounting, financial modelling and other analytical skills. Preparing for and participating in client meetings. Corporate and credit risk analysis, in relation to Corporate Finance transactions. Building and maintaining productive internal and external networks. Undertaking extra-curricular activities to assist the senior management in the running of the BCF business. Participating in training, and focusing on own personal development. Other general responsibilities that may come as part of the role. What we're looking for Software Industry experience. Relevant experience in an M&A role within a Tier 1 or Tier 2 Investment Banking division desirable. Bachelor's degree in Finance, Business Administration, Economics, or any other related field. MBA or a master's degree is a plus. Strong qualitative and quantitative research skills. Excellent oral and written communication skills in English are essential. Other linguistic capabilities including spoken and written Spanish and/or Portuguese desirable. Ability to work in a team with high effectiveness. Ability to work independently in a fast-paced environment. Strong work ethic, organisational skills and ability to multitask is crucial. Entrepreneurial mindset with a drive for excellence. CISI Qualification desirable. What else you need to know This role is based in our Triton Square office in London, conveniently located within walking distance from Euston Station and Warren Street Station. How we'll reward you As well as a competitive salary, you'll enjoy a benefits package that you can tailor to your needs. Eligible for a discretionary performance-related annual bonus. Pension with generous contributions of up to 12.5% from Santander, depending on your own contribution and length of employment with us. 30 days holiday plus bank holidays, with the option to purchase up to 5 contractual days per year. Company funded individual private medical insurance. Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, dental insurance, healthcare cash plan and health assessments. Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover. Share in Santander's success by investing in our Sharesave and Partnership shares plans. For more information about our wide range of benefits and family friendly policies visit our website. Equal Opportunities Santander are an equal opportunities employer. When we talk about diversity, we don't just want to pay lip service. Our customers come from a wide range of backgrounds, and so do our people. It's important to us that we create an inclusive culture where everyone counts, and we particularly welcome applications from different underrepresented groups. For more information on our commitment to equal opportunities, please visit our diversity page. What to do next If this sounds like a role you're interested in, then please apply on the link. Due to high volume of applications we may need to close this role earlier than the advertised date, so recommend submitting an application as soon as possible.
About Us YouLend is the preferred global embedded financing platform for many of the world's leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. As a UK-licensed Payment Institution (PI) and in the final stages of securing EU PI authorization, we are committed to ensuring a best-in-class regulatory compliance framework that supports our growth while meeting evolving regulatory expectations. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. YouLend is an authorised payment institution in the UK, and are actively looking to expand their regulatory presence. The Role: The Head of Regulatory Compliance will be responsible for designing and maintaining a robust and scalable regulatory compliance framework that aligns with our UK and EU expansion plans. Reporting to the General Counsel and working closely with Legal, the Head of Financial Crime Compliance, and senior management, this role will be responsible for developing, implementing, and enhancing compliance processes, ensuring adherence to FCA, EU, and broader global regulatory standards. The Role will focus on: Designing and embedding a regulatory compliance framework that supports YouLend's business growth while meeting evolving regulatory expectations. Enhancing compliance monitoring and oversight, ensuring systems and controls remain effective and fit for purpose. Identifying and mitigating regulatory risks, ensuring compliance is deeply integrated into YouLend's product, operations and legal functions. Overseeing UK and EU licensing and regulatory engagements, ensuring full adherence to FCA and EU regulatory obligations. This is a high-impact leadership role that will require a proactive and strategic mindset, the ability to work cross-functionally, and a deep understanding of payments, embedded finance, and regulatory requirements for Payment Institutions. The successful candidate will be responsible for ensuring that compliance at YouLend is not just a regulatory requirement but a key enabler of growth and innovation. Compliance Framework Design and Implementation: Lead on the design and implementation of systems and controls to manage YouLend's regulatory risk across its operations, including safeguarding, data protection and operational resilience. Design, implement and continuously improve YouLend's Compliance Monitoring and Testing Programme. Provide guidance on regulatory risks, helping the business navigate complex compliance landscapes in the UK, EU, US and other jurisdictions. Monitoring and Testing: Perform thematic reviews and escalate findings to stakeholders, working with relevant teams to address and mitigate risks effectively. Conduct ongoing monitoring of processes to ensure that key regulatory risks are identified, regularly assessed, and addressed. Performing testing on 1st line controls and using those findings to enhance their effectiveness. Regulatory Risk Management: Perform comprehensive Compliance Risk Assessments to identify and prioritize key regulatory risks across YouLend's operations, including areas such as Governance, Business-Wide Risk Assessments (BWRA), Consumer Duty, Complaints, Operational Resilience and Safeguarding. Lead the identification, assessment, and ongoing monitoring of current and future regulatory risks, including gap analysis of new regulatory initiatives and guidance from the FCA (e.g., Consumer Duty and new safeguarding obligations). Regulatory Reporting and Engagement: Gathering data and leading regulatory reporting processes to ensure timely and accurate submissions to the FCA and EU-based regulators and other relevant authorities. Serve as a point of contact with regulators, handling queries, audits, and ongoing communications. Stay updated on evolving regulatory landscapes and proactively advise the business on potential impacts and compliance strategies. Policy Development and Process Improvement: Design and enhance policies and processes to address regulatory requirements and mitigate risks effectively. Develop and deliver training and communication strategies to embed a compliance-first culture within the organisation. Tracking and Reporting: Track and monitor progress against the annual monitoring programme, adapting it to the changing regulatory and business environment. Ensure actions are tracked to closure, including post-closure testing and monitoring, where appropriate. Collaboration and Leadership: Work closely with the Head of Financial Crime & MLRO to ensure a seamless integration between financial crime and regulatory compliance functions. Engage with product, legal and senior leadership to align compliance strategies with business objectives. Essential Qualifications and Experience: 8+ years of regulatory compliance experience within fintech or the financial services industry, ideally in a Payment Institution, Electronic Money Institution, or similar regulated entity. Demonstrable experience in designing, implementing and managing compliance frameworks within FCA-regulated entities. Experience leading regulatory reporting processes and acting as a liaison with regulators such as the FCA and ICO. Deep experience in navigating the UK regulatory regime for financial services institutions, preferably in the payments space. Familiarity with EU regulatory regimes and experience supporting applications for new regulatory authorisations is a strong plus. Experience working in B2B financing or corporate lending is desirable. Skills: Deep understanding of FCA and EU payments regulations, including the Payment Services Regulations 2017, FCA Handbook, PSD2, and associated safeguarding and conduct rules. Proven ability to design and assess systems and controls in response to and in anticipation of regulatory risks. Proven ability to assess and manage regulatory risks, with experience in conducting thematic reviews and compliance monitoring. Expertise in key compliance themes such as governance, complaints handling, safeguarding, product governance and outsourcing, and in depth understanding of risk mitigation frameworks. Exceptional analytical skills, including conducting gap analyses to address new regulatory initiatives and guidance. Why join YouLend? Opportunity to lead regulatory compliance in a fast-growing fintech. Direct engagement with senior leadership, regulators, and external compliance advisors. A collaborative, high-growth environment where compliance is a key enabler of innovation and expansion. Award-Winning Workplace: YouLend has been recognised as one of the "Best Places to Work 2024" by the Sunday Times for being a supportive, diverse, and rewarding workplace. Award-Winning Fintech: YouLend has been recognised as a "Top 250 Fintech Worldwide" company by CNBC. We offer comprehensive benefits package that includes: Stock Options Private Medical insurance via Vitality EAP with Health Assured Enhanced Maternity and Paternity Leave Modern and sophisticated office space in Central London Free Gym in office building in Holborn Subsidised Lunch via Feedr Deliveroo Allowance if working late in office Monthly in office Masseuse Team and Company Socials Football Power League / Squash Club At YouLend, we champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion decisions are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.
Feb 08, 2025
Full time
About Us YouLend is the preferred global embedded financing platform for many of the world's leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. As a UK-licensed Payment Institution (PI) and in the final stages of securing EU PI authorization, we are committed to ensuring a best-in-class regulatory compliance framework that supports our growth while meeting evolving regulatory expectations. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. YouLend is an authorised payment institution in the UK, and are actively looking to expand their regulatory presence. The Role: The Head of Regulatory Compliance will be responsible for designing and maintaining a robust and scalable regulatory compliance framework that aligns with our UK and EU expansion plans. Reporting to the General Counsel and working closely with Legal, the Head of Financial Crime Compliance, and senior management, this role will be responsible for developing, implementing, and enhancing compliance processes, ensuring adherence to FCA, EU, and broader global regulatory standards. The Role will focus on: Designing and embedding a regulatory compliance framework that supports YouLend's business growth while meeting evolving regulatory expectations. Enhancing compliance monitoring and oversight, ensuring systems and controls remain effective and fit for purpose. Identifying and mitigating regulatory risks, ensuring compliance is deeply integrated into YouLend's product, operations and legal functions. Overseeing UK and EU licensing and regulatory engagements, ensuring full adherence to FCA and EU regulatory obligations. This is a high-impact leadership role that will require a proactive and strategic mindset, the ability to work cross-functionally, and a deep understanding of payments, embedded finance, and regulatory requirements for Payment Institutions. The successful candidate will be responsible for ensuring that compliance at YouLend is not just a regulatory requirement but a key enabler of growth and innovation. Compliance Framework Design and Implementation: Lead on the design and implementation of systems and controls to manage YouLend's regulatory risk across its operations, including safeguarding, data protection and operational resilience. Design, implement and continuously improve YouLend's Compliance Monitoring and Testing Programme. Provide guidance on regulatory risks, helping the business navigate complex compliance landscapes in the UK, EU, US and other jurisdictions. Monitoring and Testing: Perform thematic reviews and escalate findings to stakeholders, working with relevant teams to address and mitigate risks effectively. Conduct ongoing monitoring of processes to ensure that key regulatory risks are identified, regularly assessed, and addressed. Performing testing on 1st line controls and using those findings to enhance their effectiveness. Regulatory Risk Management: Perform comprehensive Compliance Risk Assessments to identify and prioritize key regulatory risks across YouLend's operations, including areas such as Governance, Business-Wide Risk Assessments (BWRA), Consumer Duty, Complaints, Operational Resilience and Safeguarding. Lead the identification, assessment, and ongoing monitoring of current and future regulatory risks, including gap analysis of new regulatory initiatives and guidance from the FCA (e.g., Consumer Duty and new safeguarding obligations). Regulatory Reporting and Engagement: Gathering data and leading regulatory reporting processes to ensure timely and accurate submissions to the FCA and EU-based regulators and other relevant authorities. Serve as a point of contact with regulators, handling queries, audits, and ongoing communications. Stay updated on evolving regulatory landscapes and proactively advise the business on potential impacts and compliance strategies. Policy Development and Process Improvement: Design and enhance policies and processes to address regulatory requirements and mitigate risks effectively. Develop and deliver training and communication strategies to embed a compliance-first culture within the organisation. Tracking and Reporting: Track and monitor progress against the annual monitoring programme, adapting it to the changing regulatory and business environment. Ensure actions are tracked to closure, including post-closure testing and monitoring, where appropriate. Collaboration and Leadership: Work closely with the Head of Financial Crime & MLRO to ensure a seamless integration between financial crime and regulatory compliance functions. Engage with product, legal and senior leadership to align compliance strategies with business objectives. Essential Qualifications and Experience: 8+ years of regulatory compliance experience within fintech or the financial services industry, ideally in a Payment Institution, Electronic Money Institution, or similar regulated entity. Demonstrable experience in designing, implementing and managing compliance frameworks within FCA-regulated entities. Experience leading regulatory reporting processes and acting as a liaison with regulators such as the FCA and ICO. Deep experience in navigating the UK regulatory regime for financial services institutions, preferably in the payments space. Familiarity with EU regulatory regimes and experience supporting applications for new regulatory authorisations is a strong plus. Experience working in B2B financing or corporate lending is desirable. Skills: Deep understanding of FCA and EU payments regulations, including the Payment Services Regulations 2017, FCA Handbook, PSD2, and associated safeguarding and conduct rules. Proven ability to design and assess systems and controls in response to and in anticipation of regulatory risks. Proven ability to assess and manage regulatory risks, with experience in conducting thematic reviews and compliance monitoring. Expertise in key compliance themes such as governance, complaints handling, safeguarding, product governance and outsourcing, and in depth understanding of risk mitigation frameworks. Exceptional analytical skills, including conducting gap analyses to address new regulatory initiatives and guidance. Why join YouLend? Opportunity to lead regulatory compliance in a fast-growing fintech. Direct engagement with senior leadership, regulators, and external compliance advisors. A collaborative, high-growth environment where compliance is a key enabler of innovation and expansion. Award-Winning Workplace: YouLend has been recognised as one of the "Best Places to Work 2024" by the Sunday Times for being a supportive, diverse, and rewarding workplace. Award-Winning Fintech: YouLend has been recognised as a "Top 250 Fintech Worldwide" company by CNBC. We offer comprehensive benefits package that includes: Stock Options Private Medical insurance via Vitality EAP with Health Assured Enhanced Maternity and Paternity Leave Modern and sophisticated office space in Central London Free Gym in office building in Holborn Subsidised Lunch via Feedr Deliveroo Allowance if working late in office Monthly in office Masseuse Team and Company Socials Football Power League / Squash Club At YouLend, we champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion decisions are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.
Are you a highly experienced senior HR leader who has extensive experience of managing HR projects? Then join Shelter as an Interim Assistant Director - HR Projects and join our fight for home. About the Job As our Interim Assistant Director of HR Projects, you'll play a pivotal role in shaping the future of Shelter by delivering strategic HR solutions that drive transformation and operational excellence. Reporting to the Director of Strategy Enablement, you will work closely with the Executive Leadership Team and the Assistant Director of HR Delivery to address organisational priorities and lead on high-impact initiatives. With a focus on advancing fairness, inclusion, and effectiveness, you'll manage complex projects, navigate trade union relationships, and mitigate risks while contributing to the ongoing enhancement of our HR services. About You You will be a seasoned HR professional with a proven track record of driving strategic change and delivering people-centred solutions in complex environments. Highly skilled in employment law, trade union negotiations, and employee relations, you have a deep understanding of the third sector and a passion for fostering inclusive and effective practices. Adept at managing sensitive projects and engaging with senior stakeholders, you bring exceptional problem-solving abilities, strategic thinking, and a collaborative approach to everything you do. If you're ready to make a meaningful impact and share Shelter's vision of combating social injustice, we want to hear from you. Benefits We offer a wide range of benefits, including 30 days of annual leave (pro rata), enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that, one day, no one will have to turn to us for help. We're here so no one has to fight bad housing or homelessness on their own. To find out more about the role and the benefits of working for Shelter please visit our website. Apply to be part of our team and be the change you want to see in society. About the team The Strategy Enablement directorate brings together our core support functions of HR Delivery, Finance, Tech & Data, Governance, Planning and Property. Led by the Director of Strategy Enablement and four Assistant Directors. We do not see our support functions as merely transactional, but we are both enablers and keepers of Shelter's strategic objectives. Striving to be a centre of excellence we work with colleagues to ensure organisational objectives are clear and strategically aligned, whilst supporting with the removal of any internal obstacles that emerge on the way. About Shelter A home is a fundamental human need, as essential as education or healthcare. Yet millions of people across Britain struggle on a daily basis with homelessness, bad housing conditions, soaring rents, discrimination and the threat of eviction. So, we are striving for change, with individuals, in communities, across society, and leading the way to a safe home. We need ambitious, best-in-class individuals who are passionate about our cause to join us at this exciting time. This is your chance to play a part in the fundamental change we are striving to achieve. At Shelter we are united by our purpose to defend the right to a safe home. Our enemy is the social injustice at the core of the escalating housing emergency. We believe that to win that fight, we must be representative of the people we are here to help and those who support our movement for change. In all our people decisions, we take pride in being inclusive, fair, equitable and transparent. We are committed to combatting racism both within and outside Shelter and welcome you on our journey to becoming a truly anti-racist organisation. Safeguarding Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
Feb 07, 2025
Full time
Are you a highly experienced senior HR leader who has extensive experience of managing HR projects? Then join Shelter as an Interim Assistant Director - HR Projects and join our fight for home. About the Job As our Interim Assistant Director of HR Projects, you'll play a pivotal role in shaping the future of Shelter by delivering strategic HR solutions that drive transformation and operational excellence. Reporting to the Director of Strategy Enablement, you will work closely with the Executive Leadership Team and the Assistant Director of HR Delivery to address organisational priorities and lead on high-impact initiatives. With a focus on advancing fairness, inclusion, and effectiveness, you'll manage complex projects, navigate trade union relationships, and mitigate risks while contributing to the ongoing enhancement of our HR services. About You You will be a seasoned HR professional with a proven track record of driving strategic change and delivering people-centred solutions in complex environments. Highly skilled in employment law, trade union negotiations, and employee relations, you have a deep understanding of the third sector and a passion for fostering inclusive and effective practices. Adept at managing sensitive projects and engaging with senior stakeholders, you bring exceptional problem-solving abilities, strategic thinking, and a collaborative approach to everything you do. If you're ready to make a meaningful impact and share Shelter's vision of combating social injustice, we want to hear from you. Benefits We offer a wide range of benefits, including 30 days of annual leave (pro rata), enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that, one day, no one will have to turn to us for help. We're here so no one has to fight bad housing or homelessness on their own. To find out more about the role and the benefits of working for Shelter please visit our website. Apply to be part of our team and be the change you want to see in society. About the team The Strategy Enablement directorate brings together our core support functions of HR Delivery, Finance, Tech & Data, Governance, Planning and Property. Led by the Director of Strategy Enablement and four Assistant Directors. We do not see our support functions as merely transactional, but we are both enablers and keepers of Shelter's strategic objectives. Striving to be a centre of excellence we work with colleagues to ensure organisational objectives are clear and strategically aligned, whilst supporting with the removal of any internal obstacles that emerge on the way. About Shelter A home is a fundamental human need, as essential as education or healthcare. Yet millions of people across Britain struggle on a daily basis with homelessness, bad housing conditions, soaring rents, discrimination and the threat of eviction. So, we are striving for change, with individuals, in communities, across society, and leading the way to a safe home. We need ambitious, best-in-class individuals who are passionate about our cause to join us at this exciting time. This is your chance to play a part in the fundamental change we are striving to achieve. At Shelter we are united by our purpose to defend the right to a safe home. Our enemy is the social injustice at the core of the escalating housing emergency. We believe that to win that fight, we must be representative of the people we are here to help and those who support our movement for change. In all our people decisions, we take pride in being inclusive, fair, equitable and transparent. We are committed to combatting racism both within and outside Shelter and welcome you on our journey to becoming a truly anti-racist organisation. Safeguarding Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
About Us YouLend is the preferred global embedded financing platform for many of the world's leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. As a UK-licensed Payment Institution (PI) and in the final stages of securing EU PI authorization, we are committed to ensuring a best-in-class regulatory compliance framework that supports our growth while meeting evolving regulatory expectations. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. YouLend is an authorised payment institution in the UK, and are actively looking to expand their regulatory presence. The Role: The Head of Regulatory Compliance will be responsible for designing and maintaining a robust and scalable regulatory compliance framework that aligns with our UK and EU expansion plans. Reporting to the General Counsel and working closely with Legal, the Head of Financial Crime Compliance, and senior management, this role will be responsible for developing, implementing, and enhancing compliance processes, ensuring adherence to FCA, EU, and broader global regulatory standards. The Role will focus on: Designing and embedding a regulatory compliance framework that supports YouLend's business growth while meeting evolving regulatory expectations. Enhancing compliance monitoring and oversight, ensuring systems and controls remain effective and fit for purpose. Identifying and mitigating regulatory risks, ensuring compliance is deeply integrated into YouLend's product, operations and legal functions. Overseeing UK and EU licensing and regulatory engagements, ensuring full adherence to FCA and EU regulatory obligations. This is a high-impact leadership role that will require a proactive and strategic mindset, the ability to work cross-functionally, and a deep understanding of payments, embedded finance, and regulatory requirements for Payment Institutions. The successful candidate will be responsible for ensuring that compliance at YouLend is not just a regulatory requirement but a key enabler of growth and innovation. Compliance Framework Design and Implementation: Lead on the design and implementation of systems and controls to manage YouLend's regulatory risk across its operations, including safeguarding, data protection and operational resilience. Design, implement and continuously improve YouLend's Compliance Monitoring and Testing Programme. Provide guidance on regulatory risks, helping the business navigate complex compliance landscapes in the UK, EU, US and other jurisdictions. Monitoring and Testing: Perform thematic reviews and escalate findings to stakeholders, working with relevant teams to address and mitigate risks effectively. Conduct ongoing monitoring of processes to ensure that key regulatory risks are identified, regularly assessed, and addressed. Perform testing on 1st line controls and using those findings to enhance their effectiveness. Regulatory Risk Management: Perform comprehensive Compliance Risk Assessments to identify and prioritize key regulatory risks across YouLend's operations, including areas such as Governance, Business-Wide Risk Assessments (BWRA), Consumer Duty, Complaints, Operational Resilience and Safeguarding. Lead the identification, assessment, and ongoing monitoring of current and future regulatory risks, including gap analysis of new regulatory initiatives and guidance from the FCA (e.g., Consumer Duty and new safeguarding obligations). Regulatory Reporting and Engagement: Gathering data and leading regulatory reporting processes to ensure timely and accurate submissions to the FCA and EU-based regulators and other relevant authorities. Serve as a point of contact with regulators, handling queries, audits, and ongoing communications. Stay updated on evolving regulatory landscapes and proactively advise the business on potential impacts and compliance strategies. Policy Development and Process Improvement: Design and enhance policies and processes to address regulatory requirements and mitigate risks effectively. Develop and deliver training and communication strategies to embed a compliance-first culture within the organisation. Tracking and Reporting: Track and monitor progress against the annual monitoring programme, adapting it to the changing regulatory and business environment. Ensure actions are tracked to closure, including post-closure testing and monitoring, where appropriate. Collaboration and Leadership: Work closely with the Head of Financial Crime & MLRO to ensure a seamless integration between financial crime and regulatory compliance functions. Engage with product, legal and senior leadership to align compliance strategies with business objectives. Essential Qualifications and Experience: 8+ years of regulatory compliance experience within fintech or the financial services industry, ideally in a Payment Institution, Electronic Money Institution, or similar regulated entity. Demonstrable experience in designing, implementing and managing compliance frameworks within FCA-regulated entities. Experience leading regulatory reporting processes and acting as a liaison with regulators such as the FCA and ICO. Deep experience in navigating the UK regulatory regime for financial services institutions, preferably in the payments space. Familiarity with EU regulatory regimes and experience supporting applications for new regulatory authorisations is a strong plus. Experience working in B2B financing or corporate lending is desirable. Skills: Deep understanding of FCA and EU payments regulations, including the Payment Services Regulations 2017, FCA Handbook, PSD2, and associated safeguarding and conduct rules. Proven ability to design and assess systems and controls in response to and in anticipation of regulatory risks. Proven ability to assess and manage regulatory risks, with experience in conducting thematic reviews and compliance monitoring. Expertise in key compliance themes such as governance, complaints handling, safeguarding, product governance and outsourcing, and in depth understanding of risk mitigation frameworks. Exceptional analytical skills, including conducting gap analyses to address new regulatory initiatives and guidance. Why join YouLend? Opportunity to lead regulatory compliance in a fast-growing fintech. Direct engagement with senior leadership, regulators, and external compliance advisors. A collaborative, high-growth environment where compliance is a key enabler of innovation and expansion. Award-Winning Workplace: YouLend has been recognised as one of the "Best Places to Work 2024" by the Sunday Times for being a supportive, diverse, and rewarding workplace. Award-Winning Fintech: YouLend has been recognised as a "Top 250 Fintech Worldwide" company by CNBC. We offer a comprehensive benefits package that includes: Stock Options Private Medical insurance via Vitality EAP with Health Assured Enhanced Maternity and Paternity Leave Modern and sophisticated office space in Central London Free Gym in office building in Holborn Subsidised Lunch via Feedr Deliveroo Allowance if working late in office Monthly in office Masseuse Team and Company Socials Football Power League / Squash Club At YouLend, we champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion decisions are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.
Feb 07, 2025
Full time
About Us YouLend is the preferred global embedded financing platform for many of the world's leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. As a UK-licensed Payment Institution (PI) and in the final stages of securing EU PI authorization, we are committed to ensuring a best-in-class regulatory compliance framework that supports our growth while meeting evolving regulatory expectations. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. YouLend is an authorised payment institution in the UK, and are actively looking to expand their regulatory presence. The Role: The Head of Regulatory Compliance will be responsible for designing and maintaining a robust and scalable regulatory compliance framework that aligns with our UK and EU expansion plans. Reporting to the General Counsel and working closely with Legal, the Head of Financial Crime Compliance, and senior management, this role will be responsible for developing, implementing, and enhancing compliance processes, ensuring adherence to FCA, EU, and broader global regulatory standards. The Role will focus on: Designing and embedding a regulatory compliance framework that supports YouLend's business growth while meeting evolving regulatory expectations. Enhancing compliance monitoring and oversight, ensuring systems and controls remain effective and fit for purpose. Identifying and mitigating regulatory risks, ensuring compliance is deeply integrated into YouLend's product, operations and legal functions. Overseeing UK and EU licensing and regulatory engagements, ensuring full adherence to FCA and EU regulatory obligations. This is a high-impact leadership role that will require a proactive and strategic mindset, the ability to work cross-functionally, and a deep understanding of payments, embedded finance, and regulatory requirements for Payment Institutions. The successful candidate will be responsible for ensuring that compliance at YouLend is not just a regulatory requirement but a key enabler of growth and innovation. Compliance Framework Design and Implementation: Lead on the design and implementation of systems and controls to manage YouLend's regulatory risk across its operations, including safeguarding, data protection and operational resilience. Design, implement and continuously improve YouLend's Compliance Monitoring and Testing Programme. Provide guidance on regulatory risks, helping the business navigate complex compliance landscapes in the UK, EU, US and other jurisdictions. Monitoring and Testing: Perform thematic reviews and escalate findings to stakeholders, working with relevant teams to address and mitigate risks effectively. Conduct ongoing monitoring of processes to ensure that key regulatory risks are identified, regularly assessed, and addressed. Perform testing on 1st line controls and using those findings to enhance their effectiveness. Regulatory Risk Management: Perform comprehensive Compliance Risk Assessments to identify and prioritize key regulatory risks across YouLend's operations, including areas such as Governance, Business-Wide Risk Assessments (BWRA), Consumer Duty, Complaints, Operational Resilience and Safeguarding. Lead the identification, assessment, and ongoing monitoring of current and future regulatory risks, including gap analysis of new regulatory initiatives and guidance from the FCA (e.g., Consumer Duty and new safeguarding obligations). Regulatory Reporting and Engagement: Gathering data and leading regulatory reporting processes to ensure timely and accurate submissions to the FCA and EU-based regulators and other relevant authorities. Serve as a point of contact with regulators, handling queries, audits, and ongoing communications. Stay updated on evolving regulatory landscapes and proactively advise the business on potential impacts and compliance strategies. Policy Development and Process Improvement: Design and enhance policies and processes to address regulatory requirements and mitigate risks effectively. Develop and deliver training and communication strategies to embed a compliance-first culture within the organisation. Tracking and Reporting: Track and monitor progress against the annual monitoring programme, adapting it to the changing regulatory and business environment. Ensure actions are tracked to closure, including post-closure testing and monitoring, where appropriate. Collaboration and Leadership: Work closely with the Head of Financial Crime & MLRO to ensure a seamless integration between financial crime and regulatory compliance functions. Engage with product, legal and senior leadership to align compliance strategies with business objectives. Essential Qualifications and Experience: 8+ years of regulatory compliance experience within fintech or the financial services industry, ideally in a Payment Institution, Electronic Money Institution, or similar regulated entity. Demonstrable experience in designing, implementing and managing compliance frameworks within FCA-regulated entities. Experience leading regulatory reporting processes and acting as a liaison with regulators such as the FCA and ICO. Deep experience in navigating the UK regulatory regime for financial services institutions, preferably in the payments space. Familiarity with EU regulatory regimes and experience supporting applications for new regulatory authorisations is a strong plus. Experience working in B2B financing or corporate lending is desirable. Skills: Deep understanding of FCA and EU payments regulations, including the Payment Services Regulations 2017, FCA Handbook, PSD2, and associated safeguarding and conduct rules. Proven ability to design and assess systems and controls in response to and in anticipation of regulatory risks. Proven ability to assess and manage regulatory risks, with experience in conducting thematic reviews and compliance monitoring. Expertise in key compliance themes such as governance, complaints handling, safeguarding, product governance and outsourcing, and in depth understanding of risk mitigation frameworks. Exceptional analytical skills, including conducting gap analyses to address new regulatory initiatives and guidance. Why join YouLend? Opportunity to lead regulatory compliance in a fast-growing fintech. Direct engagement with senior leadership, regulators, and external compliance advisors. A collaborative, high-growth environment where compliance is a key enabler of innovation and expansion. Award-Winning Workplace: YouLend has been recognised as one of the "Best Places to Work 2024" by the Sunday Times for being a supportive, diverse, and rewarding workplace. Award-Winning Fintech: YouLend has been recognised as a "Top 250 Fintech Worldwide" company by CNBC. We offer a comprehensive benefits package that includes: Stock Options Private Medical insurance via Vitality EAP with Health Assured Enhanced Maternity and Paternity Leave Modern and sophisticated office space in Central London Free Gym in office building in Holborn Subsidised Lunch via Feedr Deliveroo Allowance if working late in office Monthly in office Masseuse Team and Company Socials Football Power League / Squash Club At YouLend, we champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion decisions are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.
The VP will join the Alternatives Capital Formation (ACF) real estate product specialist team in London and will support the ongoing fundraising, marketing, and client relations efforts for the real estate business. ACF is a global team with 100 professionals across 10 offices, including New York, London, Hong Kong, and Bengaluru. The team is responsible for Goldman Sachs (GS) Alternatives fundraising across private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, hedge funds, and liquid alternatives strategies. The ACF real estate team is responsible for RE go-to-market strategy, fundraising and the execution of all investor communications for GS real estate strategies. The VP will lead multiple projects and partner with GS real estate team across Europe, the U.S., and Asia, including the investment, sales, portfolio management, legal & compliance, and finance & operations teams. The main areas of responsibility for the role include: New Product Launches : Lead business development initiatives and strategic planning for new fund launches (including co-investments) Marketing Materials & Investor Communications : Work collaboratively with business leaders and various teams within GS real estate to create and maintain presentation materials, investor reporting, and other investor communications (e.g., webinars, video content, other investor memoranda) Investor Due Diligence : Oversee responses to investor queries and due diligence questionnaires, as well as manage all onsite and virtual due diligence sessions Competitor Landscape : Analyse market research and competitive intel to identify trends and market opportunities, and help develop potential product enhancements Investor Experience : Quarterback new vehicle negotiations and on-going LP problem solving in conjunction with the wider Sales and real estate teams Support Fundraising Team and Senior Leadership : Produce talking points, ad hoc presentations, and strategic projects, and participate in client pitches and investor conversations Product Knowledge : Become an expert on GS real estate funds and investments, including their investment objectives and performance characteristics Team Player : Serve as player-coach to analysts and associates and contribute to positive team culture Effectively articulate the role of real estate strategies within an investor's portfolio and explain to internal and external stakeholders the investment strategy This professional will have active involvement with the senior leaders and will support a highly productive team. Qualifications: Our people are our most valuable asset. They are highly skilled problem solvers who believe challenges represent opportunities. Together with the firm's entrepreneurial spirit, their unique passions and backgrounds contribute to a diverse, creative and vibrant environment. We are looking to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavours. 5+ years of prior experience in investor relations, preferably with real estate background or experience Highly motivated (a self-starter), intelligent, and demonstrated excellence in prior endeavours Candidate should be a team-oriented individual who thrives on challenge in a dynamic environment Strong work ethic and ability to multi-task and execute a wide range of assignments, to meet demanding deadlines Strategic thinker who can produce creative, compelling, detailed marketing materials, with the ability to interpret and present complex investment concepts in a simplistic manner Strong proficiency in PowerPoint, Word and Excel Excellent attention to detail and interpersonal and communication skills, both written and verbal Strong numerical and analytical skills and with ability to effectively communicate results Leadership skills and strong project management capabilities Desire to contribute to a positive culture and operate with integrity, motivation, and intellectual curiosity European language skills are beneficial The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by GS in its sole discretion.
Feb 07, 2025
Full time
The VP will join the Alternatives Capital Formation (ACF) real estate product specialist team in London and will support the ongoing fundraising, marketing, and client relations efforts for the real estate business. ACF is a global team with 100 professionals across 10 offices, including New York, London, Hong Kong, and Bengaluru. The team is responsible for Goldman Sachs (GS) Alternatives fundraising across private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, hedge funds, and liquid alternatives strategies. The ACF real estate team is responsible for RE go-to-market strategy, fundraising and the execution of all investor communications for GS real estate strategies. The VP will lead multiple projects and partner with GS real estate team across Europe, the U.S., and Asia, including the investment, sales, portfolio management, legal & compliance, and finance & operations teams. The main areas of responsibility for the role include: New Product Launches : Lead business development initiatives and strategic planning for new fund launches (including co-investments) Marketing Materials & Investor Communications : Work collaboratively with business leaders and various teams within GS real estate to create and maintain presentation materials, investor reporting, and other investor communications (e.g., webinars, video content, other investor memoranda) Investor Due Diligence : Oversee responses to investor queries and due diligence questionnaires, as well as manage all onsite and virtual due diligence sessions Competitor Landscape : Analyse market research and competitive intel to identify trends and market opportunities, and help develop potential product enhancements Investor Experience : Quarterback new vehicle negotiations and on-going LP problem solving in conjunction with the wider Sales and real estate teams Support Fundraising Team and Senior Leadership : Produce talking points, ad hoc presentations, and strategic projects, and participate in client pitches and investor conversations Product Knowledge : Become an expert on GS real estate funds and investments, including their investment objectives and performance characteristics Team Player : Serve as player-coach to analysts and associates and contribute to positive team culture Effectively articulate the role of real estate strategies within an investor's portfolio and explain to internal and external stakeholders the investment strategy This professional will have active involvement with the senior leaders and will support a highly productive team. Qualifications: Our people are our most valuable asset. They are highly skilled problem solvers who believe challenges represent opportunities. Together with the firm's entrepreneurial spirit, their unique passions and backgrounds contribute to a diverse, creative and vibrant environment. We are looking to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavours. 5+ years of prior experience in investor relations, preferably with real estate background or experience Highly motivated (a self-starter), intelligent, and demonstrated excellence in prior endeavours Candidate should be a team-oriented individual who thrives on challenge in a dynamic environment Strong work ethic and ability to multi-task and execute a wide range of assignments, to meet demanding deadlines Strategic thinker who can produce creative, compelling, detailed marketing materials, with the ability to interpret and present complex investment concepts in a simplistic manner Strong proficiency in PowerPoint, Word and Excel Excellent attention to detail and interpersonal and communication skills, both written and verbal Strong numerical and analytical skills and with ability to effectively communicate results Leadership skills and strong project management capabilities Desire to contribute to a positive culture and operate with integrity, motivation, and intellectual curiosity European language skills are beneficial The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by GS in its sole discretion.
Head of Membership Wolverhampton Based Permanent Salary DOE About the role: Reporting to the CEO, the Head of Membership has overall responsibility for the membership team. This role is new and vital for our client and is key to ensuring that they continue to build on their reputation as a confident, modern and valued partner to the local business community. Ensure their commercial and sales strategies and tactics along with their products are powerful, compelling, increase engagement, drive revenue and connects with our members. On behalf of our client, we are seeking to appoint an experienced and driven individual who can deliver against their ambitions and is passionate about making the Black Country an inspiring place for business. Working across a number of areas of our business, the Head of Membership will lead on growing and increasing opportunities with strategic businesses and driving sponsorship alignment between the organisation and potential partners. Outcomes and outputs are key to the success of this role. The postholder will need to enjoy a varied workload across a number of areas and be comfortable and confident in the dynamics and complexities of different priorities. In summary, the postholder will: Grow organisation membership, through both recruitment of new members and deepening the relationship and retention of existing members. The Head of Membership will lead by example through providing excellent account management for a portfolio of members and have a commercial sales target. Provide effective management of the Membership team including support, training, motivation and performance management to aid them to achieve individual objectives and therefore positively contribute to the wider business key performance. Building and maintaining positive business relationships is essential, along with driving process improvements and raising awareness of products/services. Maximise the value of marketing and communications, via a strong working relationship with the Head of Marketing & Comms, to the membership team emphasising its need to support targets and activities which drive income and Increase the value and contribution of commercial activities to both the organisation and their members. Communicate these strategies across the organisation to ensure that they are understood widely and are embedded in the organisations culture and outlook. Create a culture and way of working focussed on outstanding customer advice and support. In coordination with the Head of Marketing & Comms, ensure that the core functions of membership, marketing and events work effectively devising appropriate systems and processes to achieve synergy. Contribute to the wider work of the organisation with full responsibility for agreed areas of the Business Plan. The role will also have its own sales targets to build relationships with SMEs and contribute to companywide sponsorship and commercial targets. The role will also be responsible for achieving departmental budget, producing monthly and quarterly reports throughout the year. Main Duties & Responsibilities: Deliver strategies and plans which support member growth & retention and deepen relationships and relevance of our products and services within member and potential member organisations. Identify and deliver plans which generate revenue from membership, events and other commercial opportunities. Develop, maintain and pursue a pipeline of target partners and strategic businesses within the region and beyond and create an engagement strategy and subsequent plan which aligns potential responses and solutions in order to develop and further the work of the organisation and create high value partnerships. Review, develop and grow sponsorship opportunities and services which create alignment with chamber priorities. Develop and responsibility for budgets within the remit of the role. Support the creation and implementation of key systems and processes which continuously improve the organisations ability to understand and serve their members. Maximise linkages across the diverse range of products and services to enhance visibility of the offering, connect with existing members and stimulate new member. Manage the department and develop people to set goals, priorities and ensure targets are met, including identifying any training needs and support through regular one to ones and performance reviews. Identify and maintain propositions which deliver added value for our members and an additional commercial return for the organisation. Ensure that the sales channels are clearly aligned to the organisations priorities, support lead generation, member retention, revenue creation and that we have robust systems which facilitate an excellent customer service. Positively contribute to membership sales and retention targets to ensure that key performance indicators are achieved. Meeting performance targets and sponsorship of key events for all organisation Events/Networks. Setting the annual budget with support from the Finance Director, performing the monthly review of accounts and ensuring that the budget is being met. Influence the CRM system to ensure it meets the requirements of the Membership. Develop and drive process improvements forward for the team to ensure a continually improving service for our customers. Actively seek and secure external funding opportunities Contribute to the development of the Strategic Business Plan Lead on informative and useful new starter inductions into the team and assist with other training requirements including signposting of all team members. Act as the point of contact for the Membership function regards any potential customer issues, escalating to the CEO as required, to help ensure successful retention in line with targets. Deliver timely management information that supports reporting required by the Chamber including monthly reporting to Directors. Contributing to writing Bids to achieve funding opportunities and managing funded projects to achieve all contracted objectives/outcomes. Ensure all associated administrative duties are carried out accurately and in a timely Attend meetings and events on behalf of the Chief Executive when necessary. To carry out other duties commensurate with the role and role grade as required and directed from time to time. Account Management: Identify and generate sales leads, with a focus on recruiting larger SME businesses with 10 or more employees. Promote and sell the benefits of membership and the organisations services. Continually learn about the organisations services and keep up to date with changes. Promote the benefits of membership to increase engagement with members which includes a wide range of events, webinars, services, and financial savings. Working with the Head of Marketing & Comms, drive sales campaigns throughout the year to promote services. Record all interactions accurately and succinctly on the Customer Relationship Management system, RUBI. Communicate with colleagues to connect the wider organisation to appropriate members. Create and maintain quality interactions with members leading to greater retention rates. Be calm under pressure and passionate about improving member understanding of the service(s) they can access. Communicate effectively and consistently with business contacts by phone, video call, in writing and in-person. Generate suitable bookings for member events and maximise engagement including attendance. Utilise excellent organisational and prioritisation skills to manage a customer led workload. Occasional out of hours work will be required (i.e., evenings and early mornings). Any other reasonable duties as required by the Senior Leadership Team. Applications will be reviewed within 3 working days, however as we are receiving high levels of applications, if you have not been contacted after 5 days of sending your CV unfortunately your application has been unsuccessful on this occasion. If successful you will be contacted by a Consultant to discuss your application and CV further. There ll also be a chance for you to ask us any questions you may have about the role.
Feb 07, 2025
Full time
Head of Membership Wolverhampton Based Permanent Salary DOE About the role: Reporting to the CEO, the Head of Membership has overall responsibility for the membership team. This role is new and vital for our client and is key to ensuring that they continue to build on their reputation as a confident, modern and valued partner to the local business community. Ensure their commercial and sales strategies and tactics along with their products are powerful, compelling, increase engagement, drive revenue and connects with our members. On behalf of our client, we are seeking to appoint an experienced and driven individual who can deliver against their ambitions and is passionate about making the Black Country an inspiring place for business. Working across a number of areas of our business, the Head of Membership will lead on growing and increasing opportunities with strategic businesses and driving sponsorship alignment between the organisation and potential partners. Outcomes and outputs are key to the success of this role. The postholder will need to enjoy a varied workload across a number of areas and be comfortable and confident in the dynamics and complexities of different priorities. In summary, the postholder will: Grow organisation membership, through both recruitment of new members and deepening the relationship and retention of existing members. The Head of Membership will lead by example through providing excellent account management for a portfolio of members and have a commercial sales target. Provide effective management of the Membership team including support, training, motivation and performance management to aid them to achieve individual objectives and therefore positively contribute to the wider business key performance. Building and maintaining positive business relationships is essential, along with driving process improvements and raising awareness of products/services. Maximise the value of marketing and communications, via a strong working relationship with the Head of Marketing & Comms, to the membership team emphasising its need to support targets and activities which drive income and Increase the value and contribution of commercial activities to both the organisation and their members. Communicate these strategies across the organisation to ensure that they are understood widely and are embedded in the organisations culture and outlook. Create a culture and way of working focussed on outstanding customer advice and support. In coordination with the Head of Marketing & Comms, ensure that the core functions of membership, marketing and events work effectively devising appropriate systems and processes to achieve synergy. Contribute to the wider work of the organisation with full responsibility for agreed areas of the Business Plan. The role will also have its own sales targets to build relationships with SMEs and contribute to companywide sponsorship and commercial targets. The role will also be responsible for achieving departmental budget, producing monthly and quarterly reports throughout the year. Main Duties & Responsibilities: Deliver strategies and plans which support member growth & retention and deepen relationships and relevance of our products and services within member and potential member organisations. Identify and deliver plans which generate revenue from membership, events and other commercial opportunities. Develop, maintain and pursue a pipeline of target partners and strategic businesses within the region and beyond and create an engagement strategy and subsequent plan which aligns potential responses and solutions in order to develop and further the work of the organisation and create high value partnerships. Review, develop and grow sponsorship opportunities and services which create alignment with chamber priorities. Develop and responsibility for budgets within the remit of the role. Support the creation and implementation of key systems and processes which continuously improve the organisations ability to understand and serve their members. Maximise linkages across the diverse range of products and services to enhance visibility of the offering, connect with existing members and stimulate new member. Manage the department and develop people to set goals, priorities and ensure targets are met, including identifying any training needs and support through regular one to ones and performance reviews. Identify and maintain propositions which deliver added value for our members and an additional commercial return for the organisation. Ensure that the sales channels are clearly aligned to the organisations priorities, support lead generation, member retention, revenue creation and that we have robust systems which facilitate an excellent customer service. Positively contribute to membership sales and retention targets to ensure that key performance indicators are achieved. Meeting performance targets and sponsorship of key events for all organisation Events/Networks. Setting the annual budget with support from the Finance Director, performing the monthly review of accounts and ensuring that the budget is being met. Influence the CRM system to ensure it meets the requirements of the Membership. Develop and drive process improvements forward for the team to ensure a continually improving service for our customers. Actively seek and secure external funding opportunities Contribute to the development of the Strategic Business Plan Lead on informative and useful new starter inductions into the team and assist with other training requirements including signposting of all team members. Act as the point of contact for the Membership function regards any potential customer issues, escalating to the CEO as required, to help ensure successful retention in line with targets. Deliver timely management information that supports reporting required by the Chamber including monthly reporting to Directors. Contributing to writing Bids to achieve funding opportunities and managing funded projects to achieve all contracted objectives/outcomes. Ensure all associated administrative duties are carried out accurately and in a timely Attend meetings and events on behalf of the Chief Executive when necessary. To carry out other duties commensurate with the role and role grade as required and directed from time to time. Account Management: Identify and generate sales leads, with a focus on recruiting larger SME businesses with 10 or more employees. Promote and sell the benefits of membership and the organisations services. Continually learn about the organisations services and keep up to date with changes. Promote the benefits of membership to increase engagement with members which includes a wide range of events, webinars, services, and financial savings. Working with the Head of Marketing & Comms, drive sales campaigns throughout the year to promote services. Record all interactions accurately and succinctly on the Customer Relationship Management system, RUBI. Communicate with colleagues to connect the wider organisation to appropriate members. Create and maintain quality interactions with members leading to greater retention rates. Be calm under pressure and passionate about improving member understanding of the service(s) they can access. Communicate effectively and consistently with business contacts by phone, video call, in writing and in-person. Generate suitable bookings for member events and maximise engagement including attendance. Utilise excellent organisational and prioritisation skills to manage a customer led workload. Occasional out of hours work will be required (i.e., evenings and early mornings). Any other reasonable duties as required by the Senior Leadership Team. Applications will be reviewed within 3 working days, however as we are receiving high levels of applications, if you have not been contacted after 5 days of sending your CV unfortunately your application has been unsuccessful on this occasion. If successful you will be contacted by a Consultant to discuss your application and CV further. There ll also be a chance for you to ask us any questions you may have about the role.
About our client Our client is a leading Agribusiness Private Equity Fund which is looking to hire a Senior Finance Associate/Controller into their lean London team. This is a fantastic opportunity to join an impressive firm with an outstanding track record and working across a wide breadth of responsibilities. This hire will work across the management of the funds and holding structures and portfolio monitoring as well as more general financial duties and supporting with regards to deal execution. This is a great chance to a specialist fund and work very closely alongside senior management, across a wide variety of responsibilities. What the job involves Fund matters - quarterly reporting, audit and valuation, treasury, insurance, corporate governance and other investor relations matters Day-to-day management of advisors (accounting, tax, fund administration, insurance brokers, etc) to ensure all compliance filings at group level are completed timely Participate in continuous improvement efforts to standardise and automate financial procedures to enhance the operational efficiency of the group Management of portfolio companies: analyse / monitor performance of portfolio companies and, where relevant, suggest operational improvements (policy, procedures, processes, technology, etc.) Deal execution & financing: support the partner in charge of all aspects Support on financial modelling, due diligence, structuring and financing, closing process Who we are looking for Graduate from a reputable university with a finance or quantitative degree, with some professional experience Accounting knowledge, preferably with a recognised accounting qualification Intelligent and strong academic track record with excellent analytical ability Meticulous attention to detail and high levels of accuracy Highly proficient in Excel, with strong modelling and analytical skills Strong communication skills, both written and verbal Ability to own independent significant workstreams and relations at the core of the operations of a private equity firm Save role Log in to apply
Feb 07, 2025
Full time
About our client Our client is a leading Agribusiness Private Equity Fund which is looking to hire a Senior Finance Associate/Controller into their lean London team. This is a fantastic opportunity to join an impressive firm with an outstanding track record and working across a wide breadth of responsibilities. This hire will work across the management of the funds and holding structures and portfolio monitoring as well as more general financial duties and supporting with regards to deal execution. This is a great chance to a specialist fund and work very closely alongside senior management, across a wide variety of responsibilities. What the job involves Fund matters - quarterly reporting, audit and valuation, treasury, insurance, corporate governance and other investor relations matters Day-to-day management of advisors (accounting, tax, fund administration, insurance brokers, etc) to ensure all compliance filings at group level are completed timely Participate in continuous improvement efforts to standardise and automate financial procedures to enhance the operational efficiency of the group Management of portfolio companies: analyse / monitor performance of portfolio companies and, where relevant, suggest operational improvements (policy, procedures, processes, technology, etc.) Deal execution & financing: support the partner in charge of all aspects Support on financial modelling, due diligence, structuring and financing, closing process Who we are looking for Graduate from a reputable university with a finance or quantitative degree, with some professional experience Accounting knowledge, preferably with a recognised accounting qualification Intelligent and strong academic track record with excellent analytical ability Meticulous attention to detail and high levels of accuracy Highly proficient in Excel, with strong modelling and analytical skills Strong communication skills, both written and verbal Ability to own independent significant workstreams and relations at the core of the operations of a private equity firm Save role Log in to apply
The Investment Banking Associate in Transportation & Business Services (UK Industrials) is an intermediate level position responsible for assisting clients in providing bespoke strategic advisory services for mergers, acquisitions and other types of financial transactions as well as in raising funds in the capital markets in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. The Associate is expected to work with Senior Bankers across EMEA in business origination and execution across Citi's product set, with particular focus on episodic and strategic financing transactions. Responsibilities: Assist in the execution of Citi's Investment Banking business activities particularly in the Industrials space. Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities. Contribute to building Citi's franchise. Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate. Qualifications: Bachelor's degree in Finance or closely related areas of Business Administration, Master's degree in Business Administration. Experience in evaluating corporate transactions and structures. Experience creating financial analyses. Demonstrated problem solving and organizational skills. Consistently demonstrates clear and concise written and verbal communication skills. Experience assisting with client development. Ability to work with teams and track business development (collect research, analyze industry trends). Education: Bachelor's degree/University degree or equivalent experience. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting .
Feb 07, 2025
Full time
The Investment Banking Associate in Transportation & Business Services (UK Industrials) is an intermediate level position responsible for assisting clients in providing bespoke strategic advisory services for mergers, acquisitions and other types of financial transactions as well as in raising funds in the capital markets in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. The Associate is expected to work with Senior Bankers across EMEA in business origination and execution across Citi's product set, with particular focus on episodic and strategic financing transactions. Responsibilities: Assist in the execution of Citi's Investment Banking business activities particularly in the Industrials space. Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities. Contribute to building Citi's franchise. Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate. Qualifications: Bachelor's degree in Finance or closely related areas of Business Administration, Master's degree in Business Administration. Experience in evaluating corporate transactions and structures. Experience creating financial analyses. Demonstrated problem solving and organizational skills. Consistently demonstrates clear and concise written and verbal communication skills. Experience assisting with client development. Ability to work with teams and track business development (collect research, analyze industry trends). Education: Bachelor's degree/University degree or equivalent experience. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Institutional Banking Job Family: Investment Banking Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting .
International Tax & M&A Consultant 6 months - 12 Months Hybrid working (Farringdon) Inside IR35 My client a top Global company are currently looking to recruit an International Tax & M&A Consultant to join their team on a contract basis. Please note if successful contracts will need to be set up via an Umbrella Company/PAYE. The International Tax & M&A Consultant will be responsible for supporting our client's divestment and legal entity rationalisation programme while also assisting with corporate development activities, including acquisitions. The International Tax & M&A Consultant role will manage international tax and transfer pricing queries, ensuring compliance and efficiency in line with Global Tax policies. The ideal candidate will have experience in international tax, M&A, transfer pricing; and cross-border structuring, collaborating closely with the Group Tax, Legal, Finance, and Corporate Development teams. Main Duties and Responsibilities for the International Tax & M&A Consultant: Divestments and Rationalisation: Support Group Legal with time-sensitive legal entity rationalisation initiative, to ensure tax compliant liquidations/mergers or repurposing of surplus Group entities in various jurisdictions. Support the Group Corporate Development team in finalising the post-sale process of various divestments including deal fee deductibility reviews, support with obtaining VAT refunds where applicable, tax accounting and reporting compliance, and review of tax return entries with UK, US and overseas tax compliance teams. Collaborate with Finance, Legal and Treasury teams to execute the legal and financial aspects of entity closures, transfers, reorganisations and cash repatriation processes, in particular providing guidance and structure to tax compliant dividend payments. Corporate Development and Acquisitions: Provide tax support on new acquisitions and other corporate development projects, including due diligence and post-acquisition integration. Analyse tax risks and opportunities associated with potential acquisitions, further divestments and restructurings. Assist in the preparation and review of tax clauses in Share Purchase Agreements (SPAs) and related legal documents. Support tax set up of new legal entities where required. Pillar 2 and Restructuring: Lead a restructuring review of the Group's Captive Insurance entity in Bermuda, to ensure Pillar 2 Compliance costs, and other associated tax risks are mitigated and managed practically moving forward. Provide guidance and support to ensure that new Pillar 2 rules implemented continue to offer an attractive foreign direct investment proposition. Support with Board Meetings International Tax and Transfer Pricing: Address ad hoc international tax and transfer pricing queries from the business. Support in the preparation and review of transfer pricing documentation and policies to ensure compliance with OECD guidelines and local regulations. In particular, support your line manager with the Group's UK Local Files for FY24 and help implementing a more formal global transfer pricing documentation process to close compliance gap and move into a new TPD Operating Model. Assist in the review of intercompany agreements, ensuring they reflect accurate commercial and tax positions and project manage their delivery. Help identify territories for which R&D credits, or other tax incentives, and project manage advisory engagements Reporting and Compliance: Support the Tax Ops team with international tax reporting requirements, including Controlled Foreign Corporation (CFC) and Permanent Establishment (PE) analyses. Support with update to the Group's IFRIC 23 International Direct Tax provision. Qualifications & Experience for the International Tax & M&A Consultant Qualifications: ACA/ACCA, CTA, or equivalent professional qualification. Experience: Significant experience in international tax, including divestments, M&A, and transfer pricing. Experience with legal entity rationalisations and cross-border restructurings. Knowledge of international tax principles, OECD guidelines, and transfer pricing regulations would be helpful. Ideally some exposure to US Direct Tax obligations and principles. Skills: Analytical skills with attention to detail. Excellent communication and collaboration skills, with the ability to work across Tax, Finance, Legal, Treasury and Corporate Development teams. Proficiency in Microsoft Office tools. Ability to manage multiple projects and deadlines in a dynamic environment. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Feb 07, 2025
Contractor
International Tax & M&A Consultant 6 months - 12 Months Hybrid working (Farringdon) Inside IR35 My client a top Global company are currently looking to recruit an International Tax & M&A Consultant to join their team on a contract basis. Please note if successful contracts will need to be set up via an Umbrella Company/PAYE. The International Tax & M&A Consultant will be responsible for supporting our client's divestment and legal entity rationalisation programme while also assisting with corporate development activities, including acquisitions. The International Tax & M&A Consultant role will manage international tax and transfer pricing queries, ensuring compliance and efficiency in line with Global Tax policies. The ideal candidate will have experience in international tax, M&A, transfer pricing; and cross-border structuring, collaborating closely with the Group Tax, Legal, Finance, and Corporate Development teams. Main Duties and Responsibilities for the International Tax & M&A Consultant: Divestments and Rationalisation: Support Group Legal with time-sensitive legal entity rationalisation initiative, to ensure tax compliant liquidations/mergers or repurposing of surplus Group entities in various jurisdictions. Support the Group Corporate Development team in finalising the post-sale process of various divestments including deal fee deductibility reviews, support with obtaining VAT refunds where applicable, tax accounting and reporting compliance, and review of tax return entries with UK, US and overseas tax compliance teams. Collaborate with Finance, Legal and Treasury teams to execute the legal and financial aspects of entity closures, transfers, reorganisations and cash repatriation processes, in particular providing guidance and structure to tax compliant dividend payments. Corporate Development and Acquisitions: Provide tax support on new acquisitions and other corporate development projects, including due diligence and post-acquisition integration. Analyse tax risks and opportunities associated with potential acquisitions, further divestments and restructurings. Assist in the preparation and review of tax clauses in Share Purchase Agreements (SPAs) and related legal documents. Support tax set up of new legal entities where required. Pillar 2 and Restructuring: Lead a restructuring review of the Group's Captive Insurance entity in Bermuda, to ensure Pillar 2 Compliance costs, and other associated tax risks are mitigated and managed practically moving forward. Provide guidance and support to ensure that new Pillar 2 rules implemented continue to offer an attractive foreign direct investment proposition. Support with Board Meetings International Tax and Transfer Pricing: Address ad hoc international tax and transfer pricing queries from the business. Support in the preparation and review of transfer pricing documentation and policies to ensure compliance with OECD guidelines and local regulations. In particular, support your line manager with the Group's UK Local Files for FY24 and help implementing a more formal global transfer pricing documentation process to close compliance gap and move into a new TPD Operating Model. Assist in the review of intercompany agreements, ensuring they reflect accurate commercial and tax positions and project manage their delivery. Help identify territories for which R&D credits, or other tax incentives, and project manage advisory engagements Reporting and Compliance: Support the Tax Ops team with international tax reporting requirements, including Controlled Foreign Corporation (CFC) and Permanent Establishment (PE) analyses. Support with update to the Group's IFRIC 23 International Direct Tax provision. Qualifications & Experience for the International Tax & M&A Consultant Qualifications: ACA/ACCA, CTA, or equivalent professional qualification. Experience: Significant experience in international tax, including divestments, M&A, and transfer pricing. Experience with legal entity rationalisations and cross-border restructurings. Knowledge of international tax principles, OECD guidelines, and transfer pricing regulations would be helpful. Ideally some exposure to US Direct Tax obligations and principles. Skills: Analytical skills with attention to detail. Excellent communication and collaboration skills, with the ability to work across Tax, Finance, Legal, Treasury and Corporate Development teams. Proficiency in Microsoft Office tools. Ability to manage multiple projects and deadlines in a dynamic environment. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
What we will offer If you require this document in an accessible format (e.g. large print), please contact or call . We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious firm with a clear strategy for profitable growth where you can get early responsibility and early involvement in growing the business. Here you can expect a competitive and fair reward as well as recognition based on all round performance. This forms part of our internal promise to you, The Deal, between the firm and its employees. You can expect: A competitive salary and a host of family friendly policies Life assurance, private health and dental care for you and your family A range of flexible benefits including gym discount and retail vouchers Tech, cycle and electric car schemes The opportunity to support the firm's charity through volunteering leave A wellbeing strategy that focuses on preventative measures to maintain overall health, and tools and support for when our people experience physical or mental difficulties. The strategy focuses on four pillars: physical, emotional, financial and social aspects. Team Structure This is an exciting opportunity for an associate to join the IP practice of a prestigious international law firm to play a key role in building our patent practice, in particular our patent litigation capabilities, and to support the firm's sector focus including in technology and life sciences. You would join a team which is ranked in Managing IP's 'IP STARS', IAM Patent 1000, the World Intellectual Property Review's (WIPR) Leaders Directory and Who's Who Legal, and would work with team members who are recognised as leading individuals in the IP field. You would be part of a team which works across transaction, advisory and litigation matters and has considerable experience advising clients on both domestic and international issues, including on cross-border matters. Within that context, the team advises on the full spectrum of IP rights: patents, copyright, database rights, trade marks, designs, domain names and confidential information (including trade secrets), and has particular strengths in life sciences and in the consumer/retail brand sector, and a growing presence in technology and decarbonisation. We have built a formidable reputation and client base and as an associate within the team you will have the opportunity to have significant client exposure and take on responsibility for your matters. We are now seeking a candidate who has gained a broad knowledge of and experience in patent disputes, from a firm with a highly regarded patent practice. Since our clients are drawn largely from the life sciences and technology sectors, a keen interest, academic background or prior experience in one of these sectors will be an asset. Main Responsibilities You will be expected to advise primarily on both contentious and non-contentious patent matters arising for the most part in the technology and life sciences sectors, although there will also be an opportunity to also advise on non-patent matters across the wider IP practice. The successful candidate will be comfortable being part of a team advising clients who operate in technically complex industries and will be able to apply their patent knowledge to advise clients in an efficient, effective, and commercial way. In the context of patent litigation, this will mean being able to consider the range of possibilities that might enable our clients to achieve their commercial objectives, including litigation, mediation, and arbitration. We are looking for a candidate who is keen to play a central role in building further the patent capabilities of our existing team, including by participating actively in the wider patent community in the London market. Attributes/Skills Required Experience in a leading patent litigation team in private practice would be preferred. Experience in taking ownership of a matter, including in relation to technical expertise and client service. A keen interest in business development and a willingness to assist in securing new clients, maintaining relationships with existing clients and developing our existing network of contacts within the IP community. An aptitude and responsibility for all aspects of financial management on matters with a business savvy and commercial approach. The Postgraduate Diploma in Intellectual Property Law and Practice would be an asset. Candidates with equivalent and/or alternative experience will be considered. This job description is indicative only and does not represent an exhaustive list of responsibilities. The firm reserves the right to alter or change the responsibilities at any time, in line with the firm's strategy and business needs. We are an equal opportunity employer, committed to having a diverse workforce. We do not discriminate on the basis of age, sex, race, disability, sexual orientation, culture or any other protected characteristics. We aim to create a culture where everyone can be themselves and is valued for their strengths and unique perspectives. About the Firm With 8 offices worldwide and with our headquarters based in London, Stephenson Harwood is a law firm where our people are committed to achieving the goals of our clients - listed and private companies, institutions, and individuals across the globe. Our mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service. Our experience encompasses corporate, commercial litigation and arbitration, employment, pensions and private wealth, finance, marine and international trade, and real estate and projects. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world. We understand the power of diversity in delivering that high calibre advice to our clients. We want to attract diverse talent and we particularly encourage applications from underrepresented demographics. Our values: Individuality - We encourage creativity and develop talent. Commitment - To be the best and deliver the highest standard. Teamwork - We work together to build close, long-term relationships. Straight talking - We say what we mean and do what we say. These values express the personality of the individuals within our firm. They are the behaviours we encourage in our people and the standards which inform our decisions and actions. Our vision into 2026: To be a successful firm where talented people work together in an entrepreneurial environment, building long term client relationships. This vision is about who we want to be, as well as who we are. It is as much about our values as about our character - the attributes we want to see from all of our people. It also reflects the importance of remaining independent - a clear sign that we are confident in our own future. That's how we unlock our entrepreneurial spirit, advising our clients with top performing teams. A key part of the 2026 strategy is to focus on five core sectors: decarbonisation, life sciences, private capital & funds, technology, and transportation & trade. These have been identified as crucial in the drive for accelerated profitable growth.
Feb 07, 2025
Full time
What we will offer If you require this document in an accessible format (e.g. large print), please contact or call . We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious firm with a clear strategy for profitable growth where you can get early responsibility and early involvement in growing the business. Here you can expect a competitive and fair reward as well as recognition based on all round performance. This forms part of our internal promise to you, The Deal, between the firm and its employees. You can expect: A competitive salary and a host of family friendly policies Life assurance, private health and dental care for you and your family A range of flexible benefits including gym discount and retail vouchers Tech, cycle and electric car schemes The opportunity to support the firm's charity through volunteering leave A wellbeing strategy that focuses on preventative measures to maintain overall health, and tools and support for when our people experience physical or mental difficulties. The strategy focuses on four pillars: physical, emotional, financial and social aspects. Team Structure This is an exciting opportunity for an associate to join the IP practice of a prestigious international law firm to play a key role in building our patent practice, in particular our patent litigation capabilities, and to support the firm's sector focus including in technology and life sciences. You would join a team which is ranked in Managing IP's 'IP STARS', IAM Patent 1000, the World Intellectual Property Review's (WIPR) Leaders Directory and Who's Who Legal, and would work with team members who are recognised as leading individuals in the IP field. You would be part of a team which works across transaction, advisory and litigation matters and has considerable experience advising clients on both domestic and international issues, including on cross-border matters. Within that context, the team advises on the full spectrum of IP rights: patents, copyright, database rights, trade marks, designs, domain names and confidential information (including trade secrets), and has particular strengths in life sciences and in the consumer/retail brand sector, and a growing presence in technology and decarbonisation. We have built a formidable reputation and client base and as an associate within the team you will have the opportunity to have significant client exposure and take on responsibility for your matters. We are now seeking a candidate who has gained a broad knowledge of and experience in patent disputes, from a firm with a highly regarded patent practice. Since our clients are drawn largely from the life sciences and technology sectors, a keen interest, academic background or prior experience in one of these sectors will be an asset. Main Responsibilities You will be expected to advise primarily on both contentious and non-contentious patent matters arising for the most part in the technology and life sciences sectors, although there will also be an opportunity to also advise on non-patent matters across the wider IP practice. The successful candidate will be comfortable being part of a team advising clients who operate in technically complex industries and will be able to apply their patent knowledge to advise clients in an efficient, effective, and commercial way. In the context of patent litigation, this will mean being able to consider the range of possibilities that might enable our clients to achieve their commercial objectives, including litigation, mediation, and arbitration. We are looking for a candidate who is keen to play a central role in building further the patent capabilities of our existing team, including by participating actively in the wider patent community in the London market. Attributes/Skills Required Experience in a leading patent litigation team in private practice would be preferred. Experience in taking ownership of a matter, including in relation to technical expertise and client service. A keen interest in business development and a willingness to assist in securing new clients, maintaining relationships with existing clients and developing our existing network of contacts within the IP community. An aptitude and responsibility for all aspects of financial management on matters with a business savvy and commercial approach. The Postgraduate Diploma in Intellectual Property Law and Practice would be an asset. Candidates with equivalent and/or alternative experience will be considered. This job description is indicative only and does not represent an exhaustive list of responsibilities. The firm reserves the right to alter or change the responsibilities at any time, in line with the firm's strategy and business needs. We are an equal opportunity employer, committed to having a diverse workforce. We do not discriminate on the basis of age, sex, race, disability, sexual orientation, culture or any other protected characteristics. We aim to create a culture where everyone can be themselves and is valued for their strengths and unique perspectives. About the Firm With 8 offices worldwide and with our headquarters based in London, Stephenson Harwood is a law firm where our people are committed to achieving the goals of our clients - listed and private companies, institutions, and individuals across the globe. Our mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service. Our experience encompasses corporate, commercial litigation and arbitration, employment, pensions and private wealth, finance, marine and international trade, and real estate and projects. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world. We understand the power of diversity in delivering that high calibre advice to our clients. We want to attract diverse talent and we particularly encourage applications from underrepresented demographics. Our values: Individuality - We encourage creativity and develop talent. Commitment - To be the best and deliver the highest standard. Teamwork - We work together to build close, long-term relationships. Straight talking - We say what we mean and do what we say. These values express the personality of the individuals within our firm. They are the behaviours we encourage in our people and the standards which inform our decisions and actions. Our vision into 2026: To be a successful firm where talented people work together in an entrepreneurial environment, building long term client relationships. This vision is about who we want to be, as well as who we are. It is as much about our values as about our character - the attributes we want to see from all of our people. It also reflects the importance of remaining independent - a clear sign that we are confident in our own future. That's how we unlock our entrepreneurial spirit, advising our clients with top performing teams. A key part of the 2026 strategy is to focus on five core sectors: decarbonisation, life sciences, private capital & funds, technology, and transportation & trade. These have been identified as crucial in the drive for accelerated profitable growth.
What we will offer If you require this document in an accessible format (e.g. large print), please contact or call . We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious firm with a clear strategy for profitable growth where you can get early responsibility. Here you can expect a competitive and fair reward as well as recognition based on all round performance. This forms part of our internal promise to you, The Deal, between the firm and its employees. You can expect: A Competitive salary and a host of family friendly policies Life assurance, private health and central care for you and your family A range of flexible benefits including gym discount and retail vouchers Tech, cycle and electric car schemes The opportunity to support the firm's charity through volunteering leave A wellbeing strategy that focuses on preventative measures to maintain overall health, and tools and support for when we experience physical or mental difficulties. The strategy focuses on four pillars: physical, emotional, financial and social aspects. Team Structure We are a leading and expanding insurance dispute resolution team that is part of a tier 1 commercial litigation team. Our focus is advising insurers (but also increasingly policy holders) primarily in the marine market in the H&M, war, liability, cargo, political risk, and yacht sectors. We assist clients through often technically and commercially complex disputes (from early assessment of merits; investigation; pre-action stage; litigation itself; enforcement etc) working closely to find appropriate commercial resolutions. We work closely with leading insurers (both in London and more widely) and policy holders (including some of the world's largest trading houses) on some of the most significant marine losses (in terms of value and prestige) in the market. We are looking for a mid level associate with a hunger to learn, an intellectual curiosity and desire to take custody of legally and technically challenging matters and be part of our team that is committed to providing impeccable client service on a daily basis at the highest of standards. Candidates should have litigation/arbitration experience including in particular active responsibility for core stages including preparation of witness statement and expert reports, briefing and working with counsel. Insurance / marine knowledge not a must (but helpful) - what we are looking for is tangible dispute resolution experience, a focused commitment to progress, a rigorous intellectual ethos and commercial awareness. Main Responsibilities Clear, concise and unambiguous preparation and drafting of documentation Liaison with clients under appropriate supervision of a partner Managing more junior associates, trainees and paralegals Developing own informal internal and external network of contacts and playing a significant role in business development for the team Building excellent working relationships with clients and peers within the firm Attending and helping to arrange business development and profile raising events (client seminars, graduate recruitment activities) Conducting legal research using internal and external knowledge management resources Most of our roles are hybrid, meaning that colleagues benefit from working in our office and remotely. We are happy to discuss this and other flexible working arrangements with you as part of the application and interview process. Attributes/Skills Required Qualified lawyer with relevant insurance litigation or general litigation experience gained in private practice. Demonstrates and applies a deep understanding of the law and significant expertise in one or more areas within own practice group, building a reputation and skills for the insurance litigation team. Excellent academic and professional qualifications Plans and allocates work in accordance with brief/scope agreed with clients; instructs and manages external parties and counsel; supervises and oversees/runs the management of concurrent matters Monitors and manages time, fee levels and personal financial performance to manage matters profitably whilst preserving value for clients; Takes responsibility for protecting long-term relationships valuable to own group and the firm; regularly communicates, 'builds bridges' and keeps all important parties on side This job description is indicative only and does not represent an exhaustive list of responsibilities. The firm reserves the right to alter or change the responsibilities at any time, in line with the firm's strategy and business needs. We are an equal opportunity employer, committed to having a diverse workforce. We do not discriminate on the basis of age, sex, race, disability, sexual orientation, culture or any other protected characteristics. We aim to create a culture where everyone can be themselves and is valued for their strengths and unique perspectives. About the Firm With 8 offices worldwide and with our headquarters based in London, Stephenson Harwood is a law firm where our people are committed to achieving the goals of our clients - listed and private companies, institutions, and individuals across the globe. Our mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service. Our experience encompasses corporate, commercial litigation and arbitration, employment, pensions and private wealth, finance, marine and international trade, and real estate and projects. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world. We understand the power of diversity in delivering that high calibre advice to our clients. We want to attract diverse talent and we particularly encourage applications from underrepresented demographics. Our values: Individuality - We encourage creativity and develop talent Commitment - To be the best and deliver the highest standard Teamwork - We work together to build close, long-term relationships Straight talking - We say what we mean and do what we say These values express the personality of the individuals within our firm. They are the behaviours we encourage in our people and the standards which inform our decisions and actions. Our vision into 2026 To be a successful firm where talented people work together in an entrepreneurial environment, building long term client relationships. This vision is about who we want to be, as well as who we are. It is as much about our values as about our character - the attributes we want to see from all of our people. It also reflects the importance of remaining independent - a clear sign that we are confident in our own future. That's how we unlock our entrepreneurial spirit, advising our clients with top performing teams. A key part of the 2026 strategy is to focus on five core sectors: decarbonisation, life sciences, private capital & funds, technology, and transportation & trade. These have been identified as crucial in the drive for accelerated profitable growth.
Feb 07, 2025
Full time
What we will offer If you require this document in an accessible format (e.g. large print), please contact or call . We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious firm with a clear strategy for profitable growth where you can get early responsibility. Here you can expect a competitive and fair reward as well as recognition based on all round performance. This forms part of our internal promise to you, The Deal, between the firm and its employees. You can expect: A Competitive salary and a host of family friendly policies Life assurance, private health and central care for you and your family A range of flexible benefits including gym discount and retail vouchers Tech, cycle and electric car schemes The opportunity to support the firm's charity through volunteering leave A wellbeing strategy that focuses on preventative measures to maintain overall health, and tools and support for when we experience physical or mental difficulties. The strategy focuses on four pillars: physical, emotional, financial and social aspects. Team Structure We are a leading and expanding insurance dispute resolution team that is part of a tier 1 commercial litigation team. Our focus is advising insurers (but also increasingly policy holders) primarily in the marine market in the H&M, war, liability, cargo, political risk, and yacht sectors. We assist clients through often technically and commercially complex disputes (from early assessment of merits; investigation; pre-action stage; litigation itself; enforcement etc) working closely to find appropriate commercial resolutions. We work closely with leading insurers (both in London and more widely) and policy holders (including some of the world's largest trading houses) on some of the most significant marine losses (in terms of value and prestige) in the market. We are looking for a mid level associate with a hunger to learn, an intellectual curiosity and desire to take custody of legally and technically challenging matters and be part of our team that is committed to providing impeccable client service on a daily basis at the highest of standards. Candidates should have litigation/arbitration experience including in particular active responsibility for core stages including preparation of witness statement and expert reports, briefing and working with counsel. Insurance / marine knowledge not a must (but helpful) - what we are looking for is tangible dispute resolution experience, a focused commitment to progress, a rigorous intellectual ethos and commercial awareness. Main Responsibilities Clear, concise and unambiguous preparation and drafting of documentation Liaison with clients under appropriate supervision of a partner Managing more junior associates, trainees and paralegals Developing own informal internal and external network of contacts and playing a significant role in business development for the team Building excellent working relationships with clients and peers within the firm Attending and helping to arrange business development and profile raising events (client seminars, graduate recruitment activities) Conducting legal research using internal and external knowledge management resources Most of our roles are hybrid, meaning that colleagues benefit from working in our office and remotely. We are happy to discuss this and other flexible working arrangements with you as part of the application and interview process. Attributes/Skills Required Qualified lawyer with relevant insurance litigation or general litigation experience gained in private practice. Demonstrates and applies a deep understanding of the law and significant expertise in one or more areas within own practice group, building a reputation and skills for the insurance litigation team. Excellent academic and professional qualifications Plans and allocates work in accordance with brief/scope agreed with clients; instructs and manages external parties and counsel; supervises and oversees/runs the management of concurrent matters Monitors and manages time, fee levels and personal financial performance to manage matters profitably whilst preserving value for clients; Takes responsibility for protecting long-term relationships valuable to own group and the firm; regularly communicates, 'builds bridges' and keeps all important parties on side This job description is indicative only and does not represent an exhaustive list of responsibilities. The firm reserves the right to alter or change the responsibilities at any time, in line with the firm's strategy and business needs. We are an equal opportunity employer, committed to having a diverse workforce. We do not discriminate on the basis of age, sex, race, disability, sexual orientation, culture or any other protected characteristics. We aim to create a culture where everyone can be themselves and is valued for their strengths and unique perspectives. About the Firm With 8 offices worldwide and with our headquarters based in London, Stephenson Harwood is a law firm where our people are committed to achieving the goals of our clients - listed and private companies, institutions, and individuals across the globe. Our mix of expertise and culture results in a combination of deep local insight and the capability to provide a seamless international service. Our experience encompasses corporate, commercial litigation and arbitration, employment, pensions and private wealth, finance, marine and international trade, and real estate and projects. We assemble teams of bright thinkers to match our clients' needs and give the right advice from the right person at the right time. Dedicating the highest calibre of legal talent to overcome the most complex issues, we deliver pragmatic, expert advice that is set squarely in the real world. We understand the power of diversity in delivering that high calibre advice to our clients. We want to attract diverse talent and we particularly encourage applications from underrepresented demographics. Our values: Individuality - We encourage creativity and develop talent Commitment - To be the best and deliver the highest standard Teamwork - We work together to build close, long-term relationships Straight talking - We say what we mean and do what we say These values express the personality of the individuals within our firm. They are the behaviours we encourage in our people and the standards which inform our decisions and actions. Our vision into 2026 To be a successful firm where talented people work together in an entrepreneurial environment, building long term client relationships. This vision is about who we want to be, as well as who we are. It is as much about our values as about our character - the attributes we want to see from all of our people. It also reflects the importance of remaining independent - a clear sign that we are confident in our own future. That's how we unlock our entrepreneurial spirit, advising our clients with top performing teams. A key part of the 2026 strategy is to focus on five core sectors: decarbonisation, life sciences, private capital & funds, technology, and transportation & trade. These have been identified as crucial in the drive for accelerated profitable growth.
We thrive on challenge and change. We rise to challenges together. Procure to Pay Associate (Purchase Ledger / Accounts Payable) Location: Newark Business Area: Finance Contract Type: Permanent Working Hours: Monday to Friday 8:30am to 5:00pm - however part time and job share applications will be considered. Salary: Competitive plus pension, life assurance Holidays: 25 days plus bank holidays We're the biggest name you've never heard of. You've probably eaten our food - you just didn't realise it. We make innovative fresh products, with around 18,500 colleagues working across the UK, US and China. We're the market leader in the UK fresh prepared food industry supplying meals, salads, desserts, pizza and bread to leading grocery retailers (including Tesco, M&S, Sainsbury's and Waitrose). We're ambitious. We're full of ideas. And we're ready for more people who share our values and passion for quality to join us. The Role We're proud to offer you a career with real scope for development. To reward your hard work and ambition as a talented Accounts Payable Associate with plenty of support and opportunity. And empower you to drive your own success and create a career you can be proud of too. In this busy and exciting role, you will be responsible for the day-to-day processing of invoices, payments, query management, reporting and other AP related tasks. The role involves transaction processing based on the allocation by the PTP Team Leader / Manager and following established Standard Operating Procedures (SOP) to execute the tasks within agreed SLAs and KPIs. Accountabilities Invoice Processing Perform invoice processing with corresponding purchase orders and delivery receipts Process Non-PO invoices arising through Non-PO expenses e.g., utilities, rent, tax payments, etc. Perform Credit or Refund Processing Perform Accounts Payable reporting and reconciliations Payments Perform standard and ad-hoc payment processing activities, including processing and completing credit notes Prepare payment run, identifying invoices for payment, determining the invoices excluded from payment, analysing parked invoices, and determining the date which invoices should be paid Ensure all controls and governance requirements are fulfilled and appropriate evidence is retained Ensure payment runs are completed in a timely manner Resolve issues arising from the payments process Update supplier financing portal in a timely manner to ensure supplier agreements are adhered to Query Resolution Leads on resolving any queries or discrepancies related to purchase orders, such as pricing discrepancies, quantity changes, or late deliveries Leads on resolving queries and issues related to the settlement of purchase invoices in line with payment terms, or contractual obligations Resolve escalations from internal customers and respond to supplier enquiries, ensuring issue and error resolution in line with agreed SLAs Correspond with Team Leaders if further escalation on queries is required Audit and Internal Controls Support internal and external audits as required Adhere to all documented procedures, internal controls, governance and policy requirements at all times Prepare reports on Accounts Payable data, KPIs, aged payables, and cash flow projections and share with the PTP Team Leader Communication and Change Management Offer support to team members (where necessary), and actively contributes to collaborative and high-performing team culture Identify continuous improvement opportunities based on role accountabilities Cultivate effective relationships with key stakeholders and suppliers Engage with the PTP Team Leader and Manager on PTP-related updates, issues, progress, and challenges About you Ideally, you will have previous experience within a similar role and a sound understanding of the end-to-end PTP process - a history of working with ERP systems, specifically with SAP S/4 HANA would be highly desirable. Strong written and verbal communication skills, an excellent service delivery attitude, attention to detail, proficiency of the use of Microsoft Office products and the ability to manage time effectively to meet tight deadlines whilst managing multiple tasks - will all be key. If you have a strong understanding of accounting concepts and/or are currently undergoing professional accounting qualification (e.g., AAT/ACA/ACCA/CIMA) this could be the perfect role for you. You might by working as a Procure to Pay Administrator, Purchase Ledger Clerk, Accounts Assistant or be looking to start your career in finance with previous administration experience. Come and join our fast paced and dynamic work environment and positively contribute to the growth and transformation of our shared services team. What you'll receive As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. You'll enjoy: A stakeholder pension scheme Personal accident Insurance Free independent mortgage advice Employee assistance programme A range of voluntary benefits Holiday purchase scheme Additional life assurance Dental & hospital cash plans Discounted tutoring for children Access to financial learning tools Affordable loans via your salary Proud to be and loyal service awards. Plus, a commitment to your wellbeing that includes emotional, physical and financial support services delivered by our fantastic team of wellbeing champions.
Feb 07, 2025
Full time
We thrive on challenge and change. We rise to challenges together. Procure to Pay Associate (Purchase Ledger / Accounts Payable) Location: Newark Business Area: Finance Contract Type: Permanent Working Hours: Monday to Friday 8:30am to 5:00pm - however part time and job share applications will be considered. Salary: Competitive plus pension, life assurance Holidays: 25 days plus bank holidays We're the biggest name you've never heard of. You've probably eaten our food - you just didn't realise it. We make innovative fresh products, with around 18,500 colleagues working across the UK, US and China. We're the market leader in the UK fresh prepared food industry supplying meals, salads, desserts, pizza and bread to leading grocery retailers (including Tesco, M&S, Sainsbury's and Waitrose). We're ambitious. We're full of ideas. And we're ready for more people who share our values and passion for quality to join us. The Role We're proud to offer you a career with real scope for development. To reward your hard work and ambition as a talented Accounts Payable Associate with plenty of support and opportunity. And empower you to drive your own success and create a career you can be proud of too. In this busy and exciting role, you will be responsible for the day-to-day processing of invoices, payments, query management, reporting and other AP related tasks. The role involves transaction processing based on the allocation by the PTP Team Leader / Manager and following established Standard Operating Procedures (SOP) to execute the tasks within agreed SLAs and KPIs. Accountabilities Invoice Processing Perform invoice processing with corresponding purchase orders and delivery receipts Process Non-PO invoices arising through Non-PO expenses e.g., utilities, rent, tax payments, etc. Perform Credit or Refund Processing Perform Accounts Payable reporting and reconciliations Payments Perform standard and ad-hoc payment processing activities, including processing and completing credit notes Prepare payment run, identifying invoices for payment, determining the invoices excluded from payment, analysing parked invoices, and determining the date which invoices should be paid Ensure all controls and governance requirements are fulfilled and appropriate evidence is retained Ensure payment runs are completed in a timely manner Resolve issues arising from the payments process Update supplier financing portal in a timely manner to ensure supplier agreements are adhered to Query Resolution Leads on resolving any queries or discrepancies related to purchase orders, such as pricing discrepancies, quantity changes, or late deliveries Leads on resolving queries and issues related to the settlement of purchase invoices in line with payment terms, or contractual obligations Resolve escalations from internal customers and respond to supplier enquiries, ensuring issue and error resolution in line with agreed SLAs Correspond with Team Leaders if further escalation on queries is required Audit and Internal Controls Support internal and external audits as required Adhere to all documented procedures, internal controls, governance and policy requirements at all times Prepare reports on Accounts Payable data, KPIs, aged payables, and cash flow projections and share with the PTP Team Leader Communication and Change Management Offer support to team members (where necessary), and actively contributes to collaborative and high-performing team culture Identify continuous improvement opportunities based on role accountabilities Cultivate effective relationships with key stakeholders and suppliers Engage with the PTP Team Leader and Manager on PTP-related updates, issues, progress, and challenges About you Ideally, you will have previous experience within a similar role and a sound understanding of the end-to-end PTP process - a history of working with ERP systems, specifically with SAP S/4 HANA would be highly desirable. Strong written and verbal communication skills, an excellent service delivery attitude, attention to detail, proficiency of the use of Microsoft Office products and the ability to manage time effectively to meet tight deadlines whilst managing multiple tasks - will all be key. If you have a strong understanding of accounting concepts and/or are currently undergoing professional accounting qualification (e.g., AAT/ACA/ACCA/CIMA) this could be the perfect role for you. You might by working as a Procure to Pay Administrator, Purchase Ledger Clerk, Accounts Assistant or be looking to start your career in finance with previous administration experience. Come and join our fast paced and dynamic work environment and positively contribute to the growth and transformation of our shared services team. What you'll receive As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. You'll enjoy: A stakeholder pension scheme Personal accident Insurance Free independent mortgage advice Employee assistance programme A range of voluntary benefits Holiday purchase scheme Additional life assurance Dental & hospital cash plans Discounted tutoring for children Access to financial learning tools Affordable loans via your salary Proud to be and loyal service awards. Plus, a commitment to your wellbeing that includes emotional, physical and financial support services delivered by our fantastic team of wellbeing champions.