A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Jun 23, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Jun 23, 2025
Full time
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions. "Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients. The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau. As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. YOUR ROLE Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region's growth objectives.Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier's capabilities.Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. YOUR PROFILE A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situationCTA (Chartered Tax Adviser) is a minimum requirementProven track record in managing high-profile client relationships and strong relationships building skills.Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements.Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.A passion for working with private clients and regularly attending in-person meetings. Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication. As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Background : Our client, a leading global single Family Office with a multi-asset investment strategy in the Middle East, is expanding its presence in the GCC to enhance its investment capabilities. With a diverse international portfolio spanning real estate, luxury, energy and both private and public equities, they are actively seeking top-tier talent to join their growing team in the region. Reporting to the Group Chief Financial Officer (CFO), you will be responsible in supporting the build out of their treasury function, as part of a broader investment in its finance management function. The Treasury function is responsible for managing the overall group's cash, managing operational banking relationships and managing debt. You will work closely with the investment teams to identify and manage financial risks, including interest rate risk, foreign exchange risk and credit risk. Responsibilities: Develop, document and subsequently manage Treasury policies covering cash & banking, cash management, cash flow forecasting, intercompany funding, debt management and FX/interest rate. Work closely with senior and investment leadership to define and roll out Treasury's long-term vision and strategy. Lead and develop the Treasury team. Implement the newly established Treasury policy and implement new procedures, processes and systems. Design and implement central cash visibility, cash pooling and cash management /investment processes. Establish liquidity planning by optimising short- and medium-term cash flow forecasting and reporting. Support the raising of new debt and capital transactions and manage existing debt portfolios. Review and suggest appropriate changes to group capital structure. Develop efficient intercompany funding processes and streamline their management, working closely with finance, tax and investment teams. Support investment teams in managing FX and interest rate risk. This includes performing middle and back-office activities, providing data on foreign exchange and interest rate exposures, addressing counterparty breaches in accordance with financial risk management policies, and ensuring compliance with overall financial risk management policies. Qualifications: 10 years of proven work experience in cash management, financial risk management and developing treasury infrastructures. A Finance, Business or related degree with a strong accounting or Treasury qualification. Full exposure to all areas of treasury including financial risk and exposure management, cash management, international debt and equity capital markets, and corporate finance. Strong interpersonal skills with the ability to engage effectively at every level of the organisation, and the ability to drive change in an organisation Ideally experience in Investment Management industry.
Jun 22, 2025
Full time
Background : Our client, a leading global single Family Office with a multi-asset investment strategy in the Middle East, is expanding its presence in the GCC to enhance its investment capabilities. With a diverse international portfolio spanning real estate, luxury, energy and both private and public equities, they are actively seeking top-tier talent to join their growing team in the region. Reporting to the Group Chief Financial Officer (CFO), you will be responsible in supporting the build out of their treasury function, as part of a broader investment in its finance management function. The Treasury function is responsible for managing the overall group's cash, managing operational banking relationships and managing debt. You will work closely with the investment teams to identify and manage financial risks, including interest rate risk, foreign exchange risk and credit risk. Responsibilities: Develop, document and subsequently manage Treasury policies covering cash & banking, cash management, cash flow forecasting, intercompany funding, debt management and FX/interest rate. Work closely with senior and investment leadership to define and roll out Treasury's long-term vision and strategy. Lead and develop the Treasury team. Implement the newly established Treasury policy and implement new procedures, processes and systems. Design and implement central cash visibility, cash pooling and cash management /investment processes. Establish liquidity planning by optimising short- and medium-term cash flow forecasting and reporting. Support the raising of new debt and capital transactions and manage existing debt portfolios. Review and suggest appropriate changes to group capital structure. Develop efficient intercompany funding processes and streamline their management, working closely with finance, tax and investment teams. Support investment teams in managing FX and interest rate risk. This includes performing middle and back-office activities, providing data on foreign exchange and interest rate exposures, addressing counterparty breaches in accordance with financial risk management policies, and ensuring compliance with overall financial risk management policies. Qualifications: 10 years of proven work experience in cash management, financial risk management and developing treasury infrastructures. A Finance, Business or related degree with a strong accounting or Treasury qualification. Full exposure to all areas of treasury including financial risk and exposure management, cash management, international debt and equity capital markets, and corporate finance. Strong interpersonal skills with the ability to engage effectively at every level of the organisation, and the ability to drive change in an organisation Ideally experience in Investment Management industry.
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. About: Due to the rapid growth and expansion of our business activities in various markets, we have the following full-time opening for an experienced, motivated, and technology-oriented individual for an Arabic Financial Translator (English to Arabic and vice versa). Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. Interactive Brokers (U.K.) Limited (IBUK) is part of a global group of financial services companies with over $15 billion in equity capital and publicly traded under the symbol "IBKR." Responsibilities: We are looking for a professional translator with a strong focus on economics and finance and the ability to work efficiently to meet tight deadlines in a fast-paced environment. In this position, you will be required to: Translate various content, such as our websites, account application and management systems, trading platforms, etc. Translate client communication letters, bulletins, and announcements Plan and carry out research projects, including the extraction of terminology from texts and the use of a termbase Perform quality assurance on existing translations (proofread and edit) Document processing Qualifications: Native Arabic speaker Proficient in English MA or BA degree in Translation or a related discipline Excellent written and oral communication skills Familiar with MS Office and knowledge of CAT tools Minimum three years of relevant experience with a financial institution or translating finance-related content Knowledge of basic accounting terms and calculations; familiarity with a broad range of securities Proven time-management and organisational skills Personality: Self-confident, open, flexible, and able to work independently in a team-oriented environment Location 20 Fenchurch Street, London, EC3M 8AF Working Hours 8 am - 5 pm, Monday-Friday Benefits Career support and development Salary commensurate with experience Performance-based discretionary cash bonus scheme Discretionary stock grant Group Life Assurance cover Group Income Protection Occupation pension scheme based on Gross earnings Hybrid working model Above statutory annual leave, increasing with service Daily company-paid lunch and healthy snack options throughout the day (when working from the office) Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants) Corporate events Travel season ticket loans Cycle to work scheme on successful completion of the probation period.
Jun 21, 2025
Full time
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. About: Due to the rapid growth and expansion of our business activities in various markets, we have the following full-time opening for an experienced, motivated, and technology-oriented individual for an Arabic Financial Translator (English to Arabic and vice versa). Interactive Brokers is an online broker offering trading access for experienced traders to products traded on 150 markets and exchanges worldwide. Interactive Brokers (U.K.) Limited (IBUK) is part of a global group of financial services companies with over $15 billion in equity capital and publicly traded under the symbol "IBKR." Responsibilities: We are looking for a professional translator with a strong focus on economics and finance and the ability to work efficiently to meet tight deadlines in a fast-paced environment. In this position, you will be required to: Translate various content, such as our websites, account application and management systems, trading platforms, etc. Translate client communication letters, bulletins, and announcements Plan and carry out research projects, including the extraction of terminology from texts and the use of a termbase Perform quality assurance on existing translations (proofread and edit) Document processing Qualifications: Native Arabic speaker Proficient in English MA or BA degree in Translation or a related discipline Excellent written and oral communication skills Familiar with MS Office and knowledge of CAT tools Minimum three years of relevant experience with a financial institution or translating finance-related content Knowledge of basic accounting terms and calculations; familiarity with a broad range of securities Proven time-management and organisational skills Personality: Self-confident, open, flexible, and able to work independently in a team-oriented environment Location 20 Fenchurch Street, London, EC3M 8AF Working Hours 8 am - 5 pm, Monday-Friday Benefits Career support and development Salary commensurate with experience Performance-based discretionary cash bonus scheme Discretionary stock grant Group Life Assurance cover Group Income Protection Occupation pension scheme based on Gross earnings Hybrid working model Above statutory annual leave, increasing with service Daily company-paid lunch and healthy snack options throughout the day (when working from the office) Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants) Corporate events Travel season ticket loans Cycle to work scheme on successful completion of the probation period.
This position at the Citi Social Finance (CSF) team has primary responsibilities of originating and structuring banking and financing solutions to Corporate and Commercial Banking clients that reach underserved segments of the population in Latin America and the Caribbean, enabling economic inclusion, financing for small scale farmers, access to basic services like healthcare, education, water and sanitation, affordable housing and to the digital economy. The position supports Citi's objectives in Latin America and the Caribbean to execute profitable and capital efficient transactions aligned to Citi's Social Finance Criteria across industries, business and geographies in the region, helping Citi clients expand their outreach and impact at scale. Responsibilities also include managing the regional networks of corporate and commercial bankers designed as Social Champions in the countries to identify and originate pipeline; engage relevant clients with social activities at senior level to develop financing solutions; work closely with bankers, products and underwriting teams; conduct investor outreach in the impact investment and development finance communities to boost transaction returns and impact; lead structuring and documentation efforts; and drive portfolio reviews for internal and external stakeholders, including tracking and reporting social impact. BACKGROUND/CONTEXT Citi Social Finance is a specialized group in the Public Sector Banking Group that works on commercial initiatives that enable social and economic inclusion in the markets where Citi operates. Working across Citi's businesses, product groups and geographies, Citi Social Finance serves more than 250 social clients, networks and investors in over 50 countries with products and services spanning the financial spectrum - from financing, access to capital markets, transaction services and hedging foreign exchange risk, to credit, savings, payments, supply chain and insurance products - to expand access for the underserved. POSITION OBJECTIVES This position will serve as a resource to the CSF team to facilitate origination, structuring, portfolio impact monitoring, transaction closure and the development and expansion of scalable solutions and risk sharing facilities/co-finance programs to fund and bank social activities across Citi's Latin America and Caribbean markets. This position will perform specific analysis/research on selected industries and obligors, support credit approvals, develop credit policies and frameworks, advise relationship managers to use specific credit tools, provide portfolio management, regular exposure reports and performance tracking database for industry specific Debt Rating Models. The position will also be responsible to structure transactions and risk sharing programs, expanding our relationships with relevant impact investors active in the region, including Multilateral Development Banks, Development Finance Institutions and other impact investors like asset managers, private debt and equity funds, etc. The position provides a career development opportunity to gain global exposure and develop risk, transaction structuring and execution skills. JOB RESPONSIBILITIES Managing a network of social champions across 19 Latin American countries to track and execute pipeline, in close collaboration with cluster heads. Supporting CSF and Citi local branches in providing target market due diligence, risk rating, origination and structuring of specific deals to support and expand Citi's social finance leadership in the region. Leading transactional teams across markets towards successful closure of social finance transactions. Managing data collection and reporting on Citi CSF Latin American portfolio Developing and managing external and internal social impact reports with industry specific metrics for Citi's social clients in partnership with CSF impact unit and external communications teams Due diligence and structuring of specific credit facilities to social businesses (global and local corporations, non-governmental institutions and not-for profits, financial institutions which are either segment specific or have operations in microfinance, agribusiness, affordable housing, reliable energy, healthcare, education and water/sanitation sectors) Completing due diligence analysis/write ups with industry-specific risk models and tools as part of transactional credit approval process as well as training local Citi teams in the methodologies for Social Finance Working with middle office, operations, risk management and technology to ensure compliance with policy and procedures. Developing credit and franchise risk assessment tools for Social clients Assisting in the development of new risk-sharing and co-finance programs with bilateral agencies and develops relations with impact investors Regularly analyzing industry research, learning of industry trends to guide CSF's strategy Working on ongoing Senior Management presentations and reports Partnering with communication teams to externally position Citi as the leader in this space Represent Citi on high level Sustainability and social finance forums and conferences and events SKILLS REQUIRED Passion for and understanding of social impact finance in emerging markets Ability to navigate a complex multi geographical organization Holistic thinker with ingenuity and business acumen Ability to identify key risk parameters and make appropriate recommendations Strong analytical, written and presentation skills Responsible multi-role team player with strong inter-personal skills Must be flexible, able to multi-task and prioritize Fluent in Spanish required and Portuguese desirable. EXPERIENCE/TRAINING Knowledge of Citi's products base, Citi Organization, Policies and EM exposure Experience in a commercial financial institution or development finance institutions/impact investor working on debt structuring or syndications in emerging markets Experience with a large, complex financial institution preferred or multilateral development bank Experience working with or in emerging markets MBA, relevant Masters or equivalent work experience (ideally minimum 10 years) Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, certain 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, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety. By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks. Job Family Group: Institutional Banking Job Family: Corporate Banking Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.
Jun 21, 2025
Full time
This position at the Citi Social Finance (CSF) team has primary responsibilities of originating and structuring banking and financing solutions to Corporate and Commercial Banking clients that reach underserved segments of the population in Latin America and the Caribbean, enabling economic inclusion, financing for small scale farmers, access to basic services like healthcare, education, water and sanitation, affordable housing and to the digital economy. The position supports Citi's objectives in Latin America and the Caribbean to execute profitable and capital efficient transactions aligned to Citi's Social Finance Criteria across industries, business and geographies in the region, helping Citi clients expand their outreach and impact at scale. Responsibilities also include managing the regional networks of corporate and commercial bankers designed as Social Champions in the countries to identify and originate pipeline; engage relevant clients with social activities at senior level to develop financing solutions; work closely with bankers, products and underwriting teams; conduct investor outreach in the impact investment and development finance communities to boost transaction returns and impact; lead structuring and documentation efforts; and drive portfolio reviews for internal and external stakeholders, including tracking and reporting social impact. BACKGROUND/CONTEXT Citi Social Finance is a specialized group in the Public Sector Banking Group that works on commercial initiatives that enable social and economic inclusion in the markets where Citi operates. Working across Citi's businesses, product groups and geographies, Citi Social Finance serves more than 250 social clients, networks and investors in over 50 countries with products and services spanning the financial spectrum - from financing, access to capital markets, transaction services and hedging foreign exchange risk, to credit, savings, payments, supply chain and insurance products - to expand access for the underserved. POSITION OBJECTIVES This position will serve as a resource to the CSF team to facilitate origination, structuring, portfolio impact monitoring, transaction closure and the development and expansion of scalable solutions and risk sharing facilities/co-finance programs to fund and bank social activities across Citi's Latin America and Caribbean markets. This position will perform specific analysis/research on selected industries and obligors, support credit approvals, develop credit policies and frameworks, advise relationship managers to use specific credit tools, provide portfolio management, regular exposure reports and performance tracking database for industry specific Debt Rating Models. The position will also be responsible to structure transactions and risk sharing programs, expanding our relationships with relevant impact investors active in the region, including Multilateral Development Banks, Development Finance Institutions and other impact investors like asset managers, private debt and equity funds, etc. The position provides a career development opportunity to gain global exposure and develop risk, transaction structuring and execution skills. JOB RESPONSIBILITIES Managing a network of social champions across 19 Latin American countries to track and execute pipeline, in close collaboration with cluster heads. Supporting CSF and Citi local branches in providing target market due diligence, risk rating, origination and structuring of specific deals to support and expand Citi's social finance leadership in the region. Leading transactional teams across markets towards successful closure of social finance transactions. Managing data collection and reporting on Citi CSF Latin American portfolio Developing and managing external and internal social impact reports with industry specific metrics for Citi's social clients in partnership with CSF impact unit and external communications teams Due diligence and structuring of specific credit facilities to social businesses (global and local corporations, non-governmental institutions and not-for profits, financial institutions which are either segment specific or have operations in microfinance, agribusiness, affordable housing, reliable energy, healthcare, education and water/sanitation sectors) Completing due diligence analysis/write ups with industry-specific risk models and tools as part of transactional credit approval process as well as training local Citi teams in the methodologies for Social Finance Working with middle office, operations, risk management and technology to ensure compliance with policy and procedures. Developing credit and franchise risk assessment tools for Social clients Assisting in the development of new risk-sharing and co-finance programs with bilateral agencies and develops relations with impact investors Regularly analyzing industry research, learning of industry trends to guide CSF's strategy Working on ongoing Senior Management presentations and reports Partnering with communication teams to externally position Citi as the leader in this space Represent Citi on high level Sustainability and social finance forums and conferences and events SKILLS REQUIRED Passion for and understanding of social impact finance in emerging markets Ability to navigate a complex multi geographical organization Holistic thinker with ingenuity and business acumen Ability to identify key risk parameters and make appropriate recommendations Strong analytical, written and presentation skills Responsible multi-role team player with strong inter-personal skills Must be flexible, able to multi-task and prioritize Fluent in Spanish required and Portuguese desirable. EXPERIENCE/TRAINING Knowledge of Citi's products base, Citi Organization, Policies and EM exposure Experience in a commercial financial institution or development finance institutions/impact investor working on debt structuring or syndications in emerging markets Experience with a large, complex financial institution preferred or multilateral development bank Experience working with or in emerging markets MBA, relevant Masters or equivalent work experience (ideally minimum 10 years) Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability In order to comply with the requirements of the Certification Regime, certain 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, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety. By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks. Job Family Group: Institutional Banking Job Family: Corporate Banking Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.
Senior Consultant - Sales & Relationship Management (UK & Pan Europe) Fund Admin & Asset Management Space Location: London, UK (Hybrid Available) About Broadgate Search Broadgate Search is a specialist recruitment firm placing mid-to-senior and board-level appointments across Risk, Legal, Compliance, Financial Crime, Accounting, Sales & Relationship Management, Transformation & Change, and Actuarial across the UK, Ireland, US, Germany, Switzerland, and Luxembourg. We are a B Corp certified company and part of Trinnovo Group, whose purpose-led communities include: Ex-Military Careers - Supporting veterans transitioning to civilian careers. Women in DevOps - Closing the gender gap in tech. Pride in Tech - Creating safer spaces for queer people in technology. Ethnicity Speaks - Championing equity for people of all ethnic backgrounds. Our consultants are experts in regulated environments, covering FCA & PRA, FINMA & CSSF, BAFIN, BCCBA, and the US FDS. About the Role We are hiring a Senior Consultant to join our Sales & Relationship Management team, specialising in Fund Admin & Asset Management. This desk is already established and delivers high average fees in a high-performing market. You'll work directly with the top permanent biller in the business, with a realistic opportunity to bill £300k+ in your first year. Key Responsibilities: Build and maintain strong client relationships across Financial Services markets. Identify and capitalise on new business opportunities across the UK and Pan-European regions. Source and place senior-level candidates such as Business Development Directors and Chief Commercial Officers. Stay informed about industry trends and market dynamics to effectively engage clients. Manage relationships with senior individuals in the market and identify opportunities to support their own teams hiring needs. Collaborate with in-brand counterparts and Trinnovo's wider functions to enhance your network. About You We are looking for a driven, high-performing consultant who thrives in a fast-paced, client-driven environment. Proven 360 Recruitment Background: Experience managing the full recruitment lifecycle, from business development to candidate placement. Financial Services Expertise: Ideally with knowledge of Fund Admin and Asset Management or similar verticals, with a focus on front office roles. Relationship-Focused: Ability to build trust and deliver exceptional service to clients and candidates. Adaptable and Resilient: Capable of working independently while thriving in a team environment. Why Join Us? Established Desk: Step into a high-performing desk with proven billing potential. No threshold commission Great benefits Career Growth: Clear progression paths with leadership opportunities. Purpose-Driven Culture: Join a B Corp certified company with a strong commitment to diversity and inclusion. Continuous Learning: Ongoing training and mentorship to stay ahead of the market. Our Accreditations & Awards B Corp Accredited Investors in People Platinum Diversity, Equality & Inclusivity Award 2024 SIA Top 100 Europe Staffing Leaders, 2024 TIARA's 'Best Company to Work For' 2022 Ready to take on a high-billing desk in a thriving market? Apply now to join Broadgate Search!
Jun 19, 2025
Full time
Senior Consultant - Sales & Relationship Management (UK & Pan Europe) Fund Admin & Asset Management Space Location: London, UK (Hybrid Available) About Broadgate Search Broadgate Search is a specialist recruitment firm placing mid-to-senior and board-level appointments across Risk, Legal, Compliance, Financial Crime, Accounting, Sales & Relationship Management, Transformation & Change, and Actuarial across the UK, Ireland, US, Germany, Switzerland, and Luxembourg. We are a B Corp certified company and part of Trinnovo Group, whose purpose-led communities include: Ex-Military Careers - Supporting veterans transitioning to civilian careers. Women in DevOps - Closing the gender gap in tech. Pride in Tech - Creating safer spaces for queer people in technology. Ethnicity Speaks - Championing equity for people of all ethnic backgrounds. Our consultants are experts in regulated environments, covering FCA & PRA, FINMA & CSSF, BAFIN, BCCBA, and the US FDS. About the Role We are hiring a Senior Consultant to join our Sales & Relationship Management team, specialising in Fund Admin & Asset Management. This desk is already established and delivers high average fees in a high-performing market. You'll work directly with the top permanent biller in the business, with a realistic opportunity to bill £300k+ in your first year. Key Responsibilities: Build and maintain strong client relationships across Financial Services markets. Identify and capitalise on new business opportunities across the UK and Pan-European regions. Source and place senior-level candidates such as Business Development Directors and Chief Commercial Officers. Stay informed about industry trends and market dynamics to effectively engage clients. Manage relationships with senior individuals in the market and identify opportunities to support their own teams hiring needs. Collaborate with in-brand counterparts and Trinnovo's wider functions to enhance your network. About You We are looking for a driven, high-performing consultant who thrives in a fast-paced, client-driven environment. Proven 360 Recruitment Background: Experience managing the full recruitment lifecycle, from business development to candidate placement. Financial Services Expertise: Ideally with knowledge of Fund Admin and Asset Management or similar verticals, with a focus on front office roles. Relationship-Focused: Ability to build trust and deliver exceptional service to clients and candidates. Adaptable and Resilient: Capable of working independently while thriving in a team environment. Why Join Us? Established Desk: Step into a high-performing desk with proven billing potential. No threshold commission Great benefits Career Growth: Clear progression paths with leadership opportunities. Purpose-Driven Culture: Join a B Corp certified company with a strong commitment to diversity and inclusion. Continuous Learning: Ongoing training and mentorship to stay ahead of the market. Our Accreditations & Awards B Corp Accredited Investors in People Platinum Diversity, Equality & Inclusivity Award 2024 SIA Top 100 Europe Staffing Leaders, 2024 TIARA's 'Best Company to Work For' 2022 Ready to take on a high-billing desk in a thriving market? Apply now to join Broadgate Search!
The Global Head of Syndicate Middle Office will be tasked with oversight across 6 sites and approximately 45 employees, overseeing day-to-day operational activity, and maintaining a strong focus on risk & control and client service. Both Equity Capital Markets (ECM) and Debt Capital Markets (DCM) businesses are going through a period of volume growth whilst undergoing a multiyear technology transformation. The candidate will be expected to partner with our business & technology stakeholders to drive priorities on both fronts. Organizational Oversight: Oversee and lead daily core operations, championing a proactive culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis Perform Front to back Roles and Responsibilities review to define the target operating model between Middle Office, Settlements, and the Business Develop an effective control framework that fully meets Audit, Compliance and Regulatory requirements; delivery of periodic presentations to external regulators as required Stakeholder Engagement: Acting as key point of contact representing ECM/DCM Operations groups to internal and external stakeholders Continued engagement and face off with a range of senior Business, Technology and Operations partners Supports and partners with the Business to facilitate a growing and expanding client base People Agenda: Coaching and mentoring our People. Providing direction, feedback, support, and encouragement for career development Implementing a successful People and Engagement strategy to help attract, develop, retain, and recognize our global workforce Promoting a culture of continuous improvement and cultivating a robust service and control environment Organizational Transformation: Leading a series of Control and Automation initiatives to deliver on the Target Operating Model Lead the inflight automation agenda to deliver strategic initiatives which reduce Operational Touchpoints thus reducing processing and payment risk. Evaluate then evolve existing Control environment, Regulatory filing & Monitoring Capabilities Active engagement and thought leadership in the development and implementation of multi-year operations strategy for Syndicate Operations, in partnership with the Business and Technology stakeholders What we will need from you: Extensive Settlements experience across ECM and DCM Significant experience in Tier 1 global financial institutions with strong experience in either Equity and / Debt Markets Middle Office or Operations Experience of running a Global team Experience delivering target operating model initiatives spanning multiple years in a fast paced, large global financial services firm, ideally in an operations organization Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology Strong, influential communicator who is articulate and concise, demonstrated success interacting with senior management both in the business, corporate functions as well as the Operations, Business and Technology environments Strong risk management and control mindset Provides evaluative judgment based on analysis of information in complicated, unique, and dynamic situations; draws on diverse range of internal and external sources Self-reliant, good problem solver, results oriented Strong awareness of both external and internal best practice perspectives, maintaining a balanced and fresh viewpoint. Job Family Group: Operations - Transaction Services Job Family: Transaction Capture Services Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.
Jun 16, 2025
Full time
The Global Head of Syndicate Middle Office will be tasked with oversight across 6 sites and approximately 45 employees, overseeing day-to-day operational activity, and maintaining a strong focus on risk & control and client service. Both Equity Capital Markets (ECM) and Debt Capital Markets (DCM) businesses are going through a period of volume growth whilst undergoing a multiyear technology transformation. The candidate will be expected to partner with our business & technology stakeholders to drive priorities on both fronts. Organizational Oversight: Oversee and lead daily core operations, championing a proactive culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis Perform Front to back Roles and Responsibilities review to define the target operating model between Middle Office, Settlements, and the Business Develop an effective control framework that fully meets Audit, Compliance and Regulatory requirements; delivery of periodic presentations to external regulators as required Stakeholder Engagement: Acting as key point of contact representing ECM/DCM Operations groups to internal and external stakeholders Continued engagement and face off with a range of senior Business, Technology and Operations partners Supports and partners with the Business to facilitate a growing and expanding client base People Agenda: Coaching and mentoring our People. Providing direction, feedback, support, and encouragement for career development Implementing a successful People and Engagement strategy to help attract, develop, retain, and recognize our global workforce Promoting a culture of continuous improvement and cultivating a robust service and control environment Organizational Transformation: Leading a series of Control and Automation initiatives to deliver on the Target Operating Model Lead the inflight automation agenda to deliver strategic initiatives which reduce Operational Touchpoints thus reducing processing and payment risk. Evaluate then evolve existing Control environment, Regulatory filing & Monitoring Capabilities Active engagement and thought leadership in the development and implementation of multi-year operations strategy for Syndicate Operations, in partnership with the Business and Technology stakeholders What we will need from you: Extensive Settlements experience across ECM and DCM Significant experience in Tier 1 global financial institutions with strong experience in either Equity and / Debt Markets Middle Office or Operations Experience of running a Global team Experience delivering target operating model initiatives spanning multiple years in a fast paced, large global financial services firm, ideally in an operations organization Energetic, flexible, collaborative, and proactive; a leader who can positively and productively add product impact to both strategic and tactical technology Strong, influential communicator who is articulate and concise, demonstrated success interacting with senior management both in the business, corporate functions as well as the Operations, Business and Technology environments Strong risk management and control mindset Provides evaluative judgment based on analysis of information in complicated, unique, and dynamic situations; draws on diverse range of internal and external sources Self-reliant, good problem solver, results oriented Strong awareness of both external and internal best practice perspectives, maintaining a balanced and fresh viewpoint. Job Family Group: Operations - Transaction Services Job Family: Transaction Capture Services Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.
Sylvera provides trusted ratings, tools, and data for carbon credits and CDR. Our mission is to incentivize investment in real climate action. Purchasing carbon credits and CDR through the carbon markets is one of the most established and scalable ways to channel finance to effective climate solutions and work toward societal net zero. Unfortunately, the carbon markets were plagued with mistrust and a lack of effectiveness since they've emerged - until Sylvera. To help organizations ensure they're making the most effective investments, Sylvera offers trusted ratings, tools, and data for carbon credits and CDR. Our data and software independently and accurately validate the impact of carbon projects that capture, remove, or avoid emissions, whether they are up and running or in development. Our data and tools allow users to optimize both the climate and economic performance of projects, as well as understand the past and future of the market. With Sylvera, businesses, governments, and developers can confidently invest in, benchmark, deliver, and report real climate impact. Our team comprises leading minds in climate change from scientists to policy, finance, and carbon market experts. We work in partnership with scientific organizations, universities, governments, and think tanks to develop and implement rigorous and holistic project assessment methodologies, leveraging the latest technology. We also partner with actors and institutions across the entire market to make data higher quality, more standard, and more accessible. Founded in 2020, Sylvera has 130+ employees globally with offices in London, New York, Belgrade, and Singapore. We've raised over $96 million from leading investors like Fidelity, Balderton Capital, Index Ventures, and Insight Partners to date. Having found an early product-market fit in a nascent, rapidly growing space, we're now expanding our expertise and insights at pace. We're looking for a mission-driven leader with an academic or extensive industrial background in nature-based solutions (NBS), forestry, agriculture, and/or biomass quantification to manage and coordinate the development of our NBS project assessment methodologies. It's a critical role at the heart of our business - you'll coordinate with leaders across Sylvera and within the industry regularly. Your leadership will be key in positioning Sylvera as a leader in the VCM and in driving innovations in Sylvera's analytical breadth. You will report to the VP of Ratings. We're seeking someone highly ambitious, motivated, and eager to propel their career forward. We prioritize grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. - Equity in a rapidly growing startup - Private Health Insurance and Life Assurance - Unlimited annual leave - Enhanced parental leave - Access to Mental Health support via Spill - Office bar tab once a month - Weekly drinks in the office - Catered lunch once a month in the office - Monthly Deliveroo/equivalent allowance Location: London, Old Street. We foster hybrid working and require in-person attendance for all 1-2-1s, retrospectives, and divisional meetings. Our values: Own it: We make new mistakes. We build on our wins and learn from failures. Stay curious: We focus on the long-term, even through short-term challenges. Do what's right - even when it's hard: We maintain a growth mindset in our work, customers, and market. Collaborate and challenge with empathy: We work actively together, investing in each other's success. Empower Customers: We strive to exceed customer expectations to help direct more investment into real climate impact. If you're a partial fit: We value grit, positivity, and the willingness to learn. Apply even if your experience doesn't perfectly match this description. Equal employment opportunity: Sylvera is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
Jun 15, 2025
Full time
Sylvera provides trusted ratings, tools, and data for carbon credits and CDR. Our mission is to incentivize investment in real climate action. Purchasing carbon credits and CDR through the carbon markets is one of the most established and scalable ways to channel finance to effective climate solutions and work toward societal net zero. Unfortunately, the carbon markets were plagued with mistrust and a lack of effectiveness since they've emerged - until Sylvera. To help organizations ensure they're making the most effective investments, Sylvera offers trusted ratings, tools, and data for carbon credits and CDR. Our data and software independently and accurately validate the impact of carbon projects that capture, remove, or avoid emissions, whether they are up and running or in development. Our data and tools allow users to optimize both the climate and economic performance of projects, as well as understand the past and future of the market. With Sylvera, businesses, governments, and developers can confidently invest in, benchmark, deliver, and report real climate impact. Our team comprises leading minds in climate change from scientists to policy, finance, and carbon market experts. We work in partnership with scientific organizations, universities, governments, and think tanks to develop and implement rigorous and holistic project assessment methodologies, leveraging the latest technology. We also partner with actors and institutions across the entire market to make data higher quality, more standard, and more accessible. Founded in 2020, Sylvera has 130+ employees globally with offices in London, New York, Belgrade, and Singapore. We've raised over $96 million from leading investors like Fidelity, Balderton Capital, Index Ventures, and Insight Partners to date. Having found an early product-market fit in a nascent, rapidly growing space, we're now expanding our expertise and insights at pace. We're looking for a mission-driven leader with an academic or extensive industrial background in nature-based solutions (NBS), forestry, agriculture, and/or biomass quantification to manage and coordinate the development of our NBS project assessment methodologies. It's a critical role at the heart of our business - you'll coordinate with leaders across Sylvera and within the industry regularly. Your leadership will be key in positioning Sylvera as a leader in the VCM and in driving innovations in Sylvera's analytical breadth. You will report to the VP of Ratings. We're seeking someone highly ambitious, motivated, and eager to propel their career forward. We prioritize grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. - Equity in a rapidly growing startup - Private Health Insurance and Life Assurance - Unlimited annual leave - Enhanced parental leave - Access to Mental Health support via Spill - Office bar tab once a month - Weekly drinks in the office - Catered lunch once a month in the office - Monthly Deliveroo/equivalent allowance Location: London, Old Street. We foster hybrid working and require in-person attendance for all 1-2-1s, retrospectives, and divisional meetings. Our values: Own it: We make new mistakes. We build on our wins and learn from failures. Stay curious: We focus on the long-term, even through short-term challenges. Do what's right - even when it's hard: We maintain a growth mindset in our work, customers, and market. Collaborate and challenge with empathy: We work actively together, investing in each other's success. Empower Customers: We strive to exceed customer expectations to help direct more investment into real climate impact. If you're a partial fit: We value grit, positivity, and the willingness to learn. Apply even if your experience doesn't perfectly match this description. Equal employment opportunity: Sylvera is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing FTSE 250 company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Purpose The Head of Investment Strategy will be responsible for implementing our investment approach, in particular that our asset allocation is appropriate from an accounting and regulatory balance sheet perspective, new initiatives are appropriately evaluated and our strategy is connected to the activities of the rest of the investment team and the broader business. The purpose of the role is to support our investment activity of the business such that we can offer our policyholders the best possible security and pricing. Job Role Accountabilities Technicals Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17) dynamics of our balance sheet via optimising the back book and new business investment Be responsible for understanding and implementing investment strategy with regard to the regulatory (Solvency 2 / Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Demonstrate market leading understanding of our regulatory requirements and industry standards, keeping abreast of changes and assessing how our investment strategy can evolving best practices. Collaborate with legal and compliance teams to address any regulatory challenges or inquiries. Be aware of and be conversant in The accounting and regulatory impact of investments The landscape of investment opportunities that are appropriate for a UK life assurer, including what our peers are doing Asset allocation: Be responsible for implementing and reporting on our asset allocation approaches: Strategic - over the long term Medium term - over 5 years Annual (matching adjustment portfolio only) - investment of new money and back book over a given calendar year, updated quarterly Tactical - strategic views in light of pricing, credit, macro factors In general leading on asset allocation discussions, including how it may change with best practice, how the nature of our liabilities change and other business imperatives In relation to our non-matching / surplus assets implement the approved strategy, asset allocation, investment actions and monitoring Develop and implement methodologies for pricing new business opportunities, considering market conditions, risk factors, and potential returns. Collaborate with underwriting and actuarial teams to ensure pricing models align with the company's financial objectives Understand how these need to be reflected in the investment strategy and asset allocation Collaborate with portfolio managers, analysts, and other stakeholders to ensure effective execution of the investment strategy Stay abreast of market trends and industry developments to identify and assess new asset classes that are appropriate for our investment strategy. Evaluate the risk-return profiles of potential new asset classes and make recommendations for their inclusion in the investment portfolio Implement robust risk management frameworks to identify, assess, and mitigate potential risks associated with the portfolio Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio. Collaborate with relevant teams to assess the impact of in specie transactions on the overall portfolio and implement strategies to maximize their value. Broader Business Collaboration: Communicate investment strategies, performance, and market insights to internal and external stakeholders, including senior management, board members, and clients. Foster transparent and collaborative relationships with key stakeholders Produce accurate and concise material, including internal papers, investment proposals and management information where relevant, liaising with internal stakeholders including Legal, Finance, Actuarial, Capital Management and Risk. Write and present investment papers to appropriate internal committees Help to ensure that Just Group complies with internal and regulatory standards on responsible investment. Support further ad hoc investment related projects including investment aspects of Solvency II, transforming asset portfolios, day to day management of internal / external stakeholders etc Further associated ad hoc tasks and projects that may be required from time to time. Lead and inspire a high-performing investment strategy team, fostering a culture of innovation, collaboration, and continuous improvement. Provide mentorship and professional development opportunities for team members. Manage staff in the team in a manner that meets Just's cultural and business objectives Examples of Key Activities Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17 and Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Propose and justify an asset allocation for new business on the basis of current investment activity and business financial metrics. Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio Qualifications Must have a first class or upper second class degree or equivalent experience CFA or similar Skills and Knowledge Excellent analytical skills, including ability to make commercial judgements in light of uncertain circumstances. Able to support judgement calls with a clear justification. Excellent verbal, written communication and interpersonal skills, with the ability to present investment matters in a clear and concise manner Understanding and experience in executing research, due diligence and investment evaluation Strong results focus, with ability to work efficiently and grasp concepts that are not straightforward, yet seek guidance where necessary Excellent team-working skills and ability to maintain relationships with internal stakeholders and develop relationships with external parties Demonstrate strong aptitudes in: Investment matters and strategies, in particular credit, with the ability and interest to develop further Research and getting a thorough understanding of the issues being examined Approaches to understanding and evaluating risks Investing on behalf of liability driven investors Knowledge of: Long only and fundamental investing, with the ability and interest to develop further Fundamental understanding of the challenges and considerations involved in investing on behalf of a life insurer. Financial markets in general Understanding of the products and services provided by Just Group Experience Demonstrable track record of relevant experience in a bank, insurance company, asset manager or consultant Experience managing fixed income portfolios, asset allocation and portfolio construction Recognising that this is a "Head of" level hire, experience in taking ownership of activity is essential Coding skills, like Python would be an advantage Company Benefits A Competitive Salary, Pension Scheme and Life Assurance Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday Private Medical Cover and Income Protection, just in case A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets Opportunity to progress within your career both in-role and within the company FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site) A variety of Employee Funded Benefits available to you via our Online Benefits Portal Plus, several additional purchase options available for you and your loved ones Why Just? At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive culture - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. We're committed to building a more sustainable business, and we're working hard to make progress against our Net Zero targets . We're reducing our reliance on fossil fuels in our offices, switching to more sustainable sources of energy and we're investing more of our money in green and social assets. Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just . click apply for full job details
Jun 13, 2025
Full time
We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing FTSE 250 company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Purpose The Head of Investment Strategy will be responsible for implementing our investment approach, in particular that our asset allocation is appropriate from an accounting and regulatory balance sheet perspective, new initiatives are appropriately evaluated and our strategy is connected to the activities of the rest of the investment team and the broader business. The purpose of the role is to support our investment activity of the business such that we can offer our policyholders the best possible security and pricing. Job Role Accountabilities Technicals Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17) dynamics of our balance sheet via optimising the back book and new business investment Be responsible for understanding and implementing investment strategy with regard to the regulatory (Solvency 2 / Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Demonstrate market leading understanding of our regulatory requirements and industry standards, keeping abreast of changes and assessing how our investment strategy can evolving best practices. Collaborate with legal and compliance teams to address any regulatory challenges or inquiries. Be aware of and be conversant in The accounting and regulatory impact of investments The landscape of investment opportunities that are appropriate for a UK life assurer, including what our peers are doing Asset allocation: Be responsible for implementing and reporting on our asset allocation approaches: Strategic - over the long term Medium term - over 5 years Annual (matching adjustment portfolio only) - investment of new money and back book over a given calendar year, updated quarterly Tactical - strategic views in light of pricing, credit, macro factors In general leading on asset allocation discussions, including how it may change with best practice, how the nature of our liabilities change and other business imperatives In relation to our non-matching / surplus assets implement the approved strategy, asset allocation, investment actions and monitoring Develop and implement methodologies for pricing new business opportunities, considering market conditions, risk factors, and potential returns. Collaborate with underwriting and actuarial teams to ensure pricing models align with the company's financial objectives Understand how these need to be reflected in the investment strategy and asset allocation Collaborate with portfolio managers, analysts, and other stakeholders to ensure effective execution of the investment strategy Stay abreast of market trends and industry developments to identify and assess new asset classes that are appropriate for our investment strategy. Evaluate the risk-return profiles of potential new asset classes and make recommendations for their inclusion in the investment portfolio Implement robust risk management frameworks to identify, assess, and mitigate potential risks associated with the portfolio Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio. Collaborate with relevant teams to assess the impact of in specie transactions on the overall portfolio and implement strategies to maximize their value. Broader Business Collaboration: Communicate investment strategies, performance, and market insights to internal and external stakeholders, including senior management, board members, and clients. Foster transparent and collaborative relationships with key stakeholders Produce accurate and concise material, including internal papers, investment proposals and management information where relevant, liaising with internal stakeholders including Legal, Finance, Actuarial, Capital Management and Risk. Write and present investment papers to appropriate internal committees Help to ensure that Just Group complies with internal and regulatory standards on responsible investment. Support further ad hoc investment related projects including investment aspects of Solvency II, transforming asset portfolios, day to day management of internal / external stakeholders etc Further associated ad hoc tasks and projects that may be required from time to time. Lead and inspire a high-performing investment strategy team, fostering a culture of innovation, collaboration, and continuous improvement. Provide mentorship and professional development opportunities for team members. Manage staff in the team in a manner that meets Just's cultural and business objectives Examples of Key Activities Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17 and Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Propose and justify an asset allocation for new business on the basis of current investment activity and business financial metrics. Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio Qualifications Must have a first class or upper second class degree or equivalent experience CFA or similar Skills and Knowledge Excellent analytical skills, including ability to make commercial judgements in light of uncertain circumstances. Able to support judgement calls with a clear justification. Excellent verbal, written communication and interpersonal skills, with the ability to present investment matters in a clear and concise manner Understanding and experience in executing research, due diligence and investment evaluation Strong results focus, with ability to work efficiently and grasp concepts that are not straightforward, yet seek guidance where necessary Excellent team-working skills and ability to maintain relationships with internal stakeholders and develop relationships with external parties Demonstrate strong aptitudes in: Investment matters and strategies, in particular credit, with the ability and interest to develop further Research and getting a thorough understanding of the issues being examined Approaches to understanding and evaluating risks Investing on behalf of liability driven investors Knowledge of: Long only and fundamental investing, with the ability and interest to develop further Fundamental understanding of the challenges and considerations involved in investing on behalf of a life insurer. Financial markets in general Understanding of the products and services provided by Just Group Experience Demonstrable track record of relevant experience in a bank, insurance company, asset manager or consultant Experience managing fixed income portfolios, asset allocation and portfolio construction Recognising that this is a "Head of" level hire, experience in taking ownership of activity is essential Coding skills, like Python would be an advantage Company Benefits A Competitive Salary, Pension Scheme and Life Assurance Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday Private Medical Cover and Income Protection, just in case A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets Opportunity to progress within your career both in-role and within the company FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site) A variety of Employee Funded Benefits available to you via our Online Benefits Portal Plus, several additional purchase options available for you and your loved ones Why Just? At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive culture - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. We're committed to building a more sustainable business, and we're working hard to make progress against our Net Zero targets . We're reducing our reliance on fossil fuels in our offices, switching to more sustainable sources of energy and we're investing more of our money in green and social assets. Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just . click apply for full job details
Investment Banking Associate - EMEA Financial Institutions Group United Kingdom Investment Banking Investment Bank Job Reference # 312382BR City London Job Type Full Time Your role Are you a problem solver? Do you know how to treat clients? We're looking for and investment banker who is: • Independent thinker, who will proactively identify and resolve complex financial tasks head on • Collaborative, and can support sector execution on M&A and the full suite of investment banking products • Dynamic, and able to work across FIG verticals, including banks, insurance, asset management and FinTech • Thoughtful, and will deliver creative and correct solutions directly to both senior bankers and clients alike • Able to create complex financial models and other valuation tool sets • Able to develop high-quality presentation and other materials • Able to manage efficiently and share best-practise with the junior team members • Willing to learn and develop further and always looking to expand their skillset As an Associate in Financial Institutions Group (FIG) team, you will be working across multiple sub-sectors, covering banks, insurance, FinTech, asset management, and specialty finance companies across the EMEA region. This role can be London or Paris based. You will provide key analytical support in transaction execution and origination efforts, including Mergers & Acquisitions, execution of equity and debt capital markets transactions, and leveraged buyouts. We provide financial solutions to a whole range of clients and offer advisory and analytics services in all major capital markets. Your expertise • Proficiency in spoken and written English and French • A bachelor's degree (or equivalent) in Finance, Economics, Business Administration, Mathematics, or a related field • 3+ years of experience in investment banking, covering financial institutions • Solid analytical and quantitative skills • Strong technical skills, including valuation / financial modelling, accounting • Solid understanding of FIG sector • Strong communication skills About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors We have a presence in all major financial centers in more than 50 countries. At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of and make an impact? Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Jun 06, 2025
Full time
Investment Banking Associate - EMEA Financial Institutions Group United Kingdom Investment Banking Investment Bank Job Reference # 312382BR City London Job Type Full Time Your role Are you a problem solver? Do you know how to treat clients? We're looking for and investment banker who is: • Independent thinker, who will proactively identify and resolve complex financial tasks head on • Collaborative, and can support sector execution on M&A and the full suite of investment banking products • Dynamic, and able to work across FIG verticals, including banks, insurance, asset management and FinTech • Thoughtful, and will deliver creative and correct solutions directly to both senior bankers and clients alike • Able to create complex financial models and other valuation tool sets • Able to develop high-quality presentation and other materials • Able to manage efficiently and share best-practise with the junior team members • Willing to learn and develop further and always looking to expand their skillset As an Associate in Financial Institutions Group (FIG) team, you will be working across multiple sub-sectors, covering banks, insurance, FinTech, asset management, and specialty finance companies across the EMEA region. This role can be London or Paris based. You will provide key analytical support in transaction execution and origination efforts, including Mergers & Acquisitions, execution of equity and debt capital markets transactions, and leveraged buyouts. We provide financial solutions to a whole range of clients and offer advisory and analytics services in all major capital markets. Your expertise • Proficiency in spoken and written English and French • A bachelor's degree (or equivalent) in Finance, Economics, Business Administration, Mathematics, or a related field • 3+ years of experience in investment banking, covering financial institutions • Solid analytical and quantitative skills • Strong technical skills, including valuation / financial modelling, accounting • Solid understanding of FIG sector • Strong communication skills About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors We have a presence in all major financial centers in more than 50 countries. At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of and make an impact? Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Novata is a public benefit corporation founded by a unique consortium of leading foundations and private-sector organizations, including the Ford Foundation, the Omidyar Network, S&P Global, and Hamilton Lane. Our mission is to empower the private markets to build a more inclusive and sustainable form of capitalism. We do this by providing best-in-class technology and tools to help clients collect, analyze, benchmark, and report ESG (Environmental, Social, Governance) data. With a diverse, experienced, and mission-driven team, we are building a company that values both performance and purpose. Job Summary As a Customer Success Manager within the Customer Success Department, you will play a pivotal role in managing and nurturing relationships with our clients across EMEA. Reporting to and working closely with the Head of Customer Success, you will drive customer outcomes, retention, and growth. This role requires deep experience in managing clients, a consultative approach, and the ability to lead by influence, ensuring the successful execution of business and departmental strategies. What You'll Be Doing Take ownership of managing and growing relationships with key clients, ensuring their long-term success and satisfaction. Strategically evolve and implement best practices in customer success, ensuring consistent, scalable, and impactful delivery across the client base. Serve as a trusted advisor, driving client adoption, expansion, and renewals by aligning solutions to client goals and objectives. Partner closely with internal teams, including Sales, Product, and Marketing, to ensure seamless client experiences and drive overall retention and growth metrics. Lead executive business reviews and ensure regular, structured client engagement to drive value realization. Identify risks and opportunities within accounts and proactively engage in mitigating potential churn or dissatisfaction. Promote the value of Customer Success internally and externally, representing the voice of the client across various business functions. Contribute to the development of scalable processes and tools to enhance customer success delivery across the organization. Ensure alignment with departmental KPIs, including NPS, gross retention, net retention, and customer satisfaction scores. Keep the Head of Customer Success informed of client health, project status, and any issues that may impact performance or key objectives. Address and resolve client issues promptly, escalating when necessary to ensure a high level of service delivery. Actively participate in cross-functional initiatives, special projects, and leadership meetings to drive strategic growth for the customer success department. About You Proven experience managing clients, delivering best-in-class customer success practices, and driving measurable outcomes. Strong consultative skills - ability to uncover client needs, challenge assumptions constructively, and provide strategic guidance to drive value. Able to inspire and influence cross-functional teams to ensure customer engagement, adoption, and retention goals are consistently achieved or exceeded. Data-driven mindset with the ability to analyze complex information, identify insights, and make informed decisions to improve customer outcomes. Exceptional communication skills - confident and capable of managing executive-level stakeholders, both written and verbal. Skilled at building and maintaining strong relationships, driving customer satisfaction, and fostering trust. Demonstrated innovation and creative problem-solving to drive continuous improvement in processes and client engagements. Effective at managing multiple projects simultaneously and ensuring timely delivery. Resilient and adaptable, with the ability to respond to evolving client needs and market conditions. Supporting Customers in the Private Equity, Finance, or ESG space, and a plus if those were through a SaaS platform. This role is based in London, with hybrid working arrangements (2 days in office). Applicants must be located in and eligible to work in the UK. Unfortunately, we are unable to support visa applications or relocation at this time. Competitive salary reviewed annually to account for market shifts Equity in the company (stock options) Robust leave policies (PTO, parental leave, VTO) Flexible work environment with two days working from the London Office Why Join Us? Novata is a mission-first company built to enable the private markets to drive more impact. We are at the unique intersection of ESG, the private markets, and mission driven impact. We are well-funded, have a top tier executive leadership team. We have a highly aggressive growth plan to establish ourselves as the industry leader of ESG with immediate plans for product and international expansion. Members of our leadership team have been globally recognized for their success as leaders of large public companies, founders of successful startups, leaders of established ESG organizations, and builders of robust tech platforms. We are passionate, highly motivated, and experienced individuals who embrace our diverse backgrounds. Together, we will become the platform of choice and a catalyst for a change in the way business is done.
Jun 05, 2025
Full time
Novata is a public benefit corporation founded by a unique consortium of leading foundations and private-sector organizations, including the Ford Foundation, the Omidyar Network, S&P Global, and Hamilton Lane. Our mission is to empower the private markets to build a more inclusive and sustainable form of capitalism. We do this by providing best-in-class technology and tools to help clients collect, analyze, benchmark, and report ESG (Environmental, Social, Governance) data. With a diverse, experienced, and mission-driven team, we are building a company that values both performance and purpose. Job Summary As a Customer Success Manager within the Customer Success Department, you will play a pivotal role in managing and nurturing relationships with our clients across EMEA. Reporting to and working closely with the Head of Customer Success, you will drive customer outcomes, retention, and growth. This role requires deep experience in managing clients, a consultative approach, and the ability to lead by influence, ensuring the successful execution of business and departmental strategies. What You'll Be Doing Take ownership of managing and growing relationships with key clients, ensuring their long-term success and satisfaction. Strategically evolve and implement best practices in customer success, ensuring consistent, scalable, and impactful delivery across the client base. Serve as a trusted advisor, driving client adoption, expansion, and renewals by aligning solutions to client goals and objectives. Partner closely with internal teams, including Sales, Product, and Marketing, to ensure seamless client experiences and drive overall retention and growth metrics. Lead executive business reviews and ensure regular, structured client engagement to drive value realization. Identify risks and opportunities within accounts and proactively engage in mitigating potential churn or dissatisfaction. Promote the value of Customer Success internally and externally, representing the voice of the client across various business functions. Contribute to the development of scalable processes and tools to enhance customer success delivery across the organization. Ensure alignment with departmental KPIs, including NPS, gross retention, net retention, and customer satisfaction scores. Keep the Head of Customer Success informed of client health, project status, and any issues that may impact performance or key objectives. Address and resolve client issues promptly, escalating when necessary to ensure a high level of service delivery. Actively participate in cross-functional initiatives, special projects, and leadership meetings to drive strategic growth for the customer success department. About You Proven experience managing clients, delivering best-in-class customer success practices, and driving measurable outcomes. Strong consultative skills - ability to uncover client needs, challenge assumptions constructively, and provide strategic guidance to drive value. Able to inspire and influence cross-functional teams to ensure customer engagement, adoption, and retention goals are consistently achieved or exceeded. Data-driven mindset with the ability to analyze complex information, identify insights, and make informed decisions to improve customer outcomes. Exceptional communication skills - confident and capable of managing executive-level stakeholders, both written and verbal. Skilled at building and maintaining strong relationships, driving customer satisfaction, and fostering trust. Demonstrated innovation and creative problem-solving to drive continuous improvement in processes and client engagements. Effective at managing multiple projects simultaneously and ensuring timely delivery. Resilient and adaptable, with the ability to respond to evolving client needs and market conditions. Supporting Customers in the Private Equity, Finance, or ESG space, and a plus if those were through a SaaS platform. This role is based in London, with hybrid working arrangements (2 days in office). Applicants must be located in and eligible to work in the UK. Unfortunately, we are unable to support visa applications or relocation at this time. Competitive salary reviewed annually to account for market shifts Equity in the company (stock options) Robust leave policies (PTO, parental leave, VTO) Flexible work environment with two days working from the London Office Why Join Us? Novata is a mission-first company built to enable the private markets to drive more impact. We are at the unique intersection of ESG, the private markets, and mission driven impact. We are well-funded, have a top tier executive leadership team. We have a highly aggressive growth plan to establish ourselves as the industry leader of ESG with immediate plans for product and international expansion. Members of our leadership team have been globally recognized for their success as leaders of large public companies, founders of successful startups, leaders of established ESG organizations, and builders of robust tech platforms. We are passionate, highly motivated, and experienced individuals who embrace our diverse backgrounds. Together, we will become the platform of choice and a catalyst for a change in the way business is done.
Novata is a public benefit corporation founded by a unique consortium of leading foundations and private-sector organizations, including the Ford Foundation, the Omidyar Network, S&P Global, and Hamilton Lane. Our mission is to empower the private markets to build a more inclusive and sustainable form of capitalism. We do this by providing best-in-class technology and tools to help clients collect, analyze, benchmark, and report ESG (Environmental, Social, Governance) data. With a diverse, experienced, and mission-driven team, we are building a company that values both performance and purpose. Job Summary As a Customer Success Manager within the Customer Success Department, you will play a pivotal role in managing and nurturing relationships with our clients across EMEA. Reporting to and working closely with the Head of Customer Success, you will drive customer outcomes, retention, and growth. This role requires deep experience in managing clients, a consultative approach, and the ability to lead by influence, ensuring the successful execution of business and departmental strategies. What You'll Be Doing Take ownership of managing and growing relationships with key clients, ensuring their long-term success and satisfaction. Strategically evolve and implement best practices in customer success, ensuring consistent, scalable, and impactful delivery across the client base. Serve as a trusted advisor, driving client adoption, expansion, and renewals by aligning solutions to client goals and objectives. Partner closely with internal teams, including Sales, Product, and Marketing, to ensure seamless client experiences and drive overall retention and growth metrics. Lead executive business reviews and ensure regular, structured client engagement to drive value realization. Identify risks and opportunities within accounts and proactively engage in mitigating potential churn or dissatisfaction. Promote the value of Customer Success internally and externally, representing the voice of the client across various business functions. Contribute to the development of scalable processes and tools to enhance customer success delivery across the organization. Ensure alignment with departmental KPIs, including NPS, gross retention, net retention, and customer satisfaction scores. Keep the Head of Customer Success informed of client health, project status, and any issues that may impact performance or key objectives. Address and resolve client issues promptly, escalating when necessary to ensure a high level of service delivery. Actively participate in cross-functional initiatives, special projects, and leadership meetings to drive strategic growth for the customer success department. About You Proven experience managing clients, delivering best-in-class customer success practices, and driving measurable outcomes. Strong consultative skills - ability to uncover client needs, challenge assumptions constructively, and provide strategic guidance to drive value. Able to inspire and influence cross-functional teams to ensure customer engagement, adoption, and retention goals are consistently achieved or exceeded. Data-driven mindset with the ability to analyze complex information, identify insights, and make informed decisions to improve customer outcomes. Exceptional communication skills - confident and capable of managing executive-level stakeholders, both written and verbal. Skilled at building and maintaining strong relationships, driving customer satisfaction, and fostering trust. Demonstrated innovation and creative problem-solving to drive continuous improvement in processes and client engagements. Effective at managing multiple projects simultaneously and ensuring timely delivery. Resilient and adaptable, with the ability to respond to evolving client needs and market conditions. Supporting Customers in the Private Equity, Finance, or ESG space, and a plus if those were through a SaaS platform. This role is based in London, with hybrid working arrangements (2 days in office). Applicants must be located in and eligible to work in the UK. Unfortunately, we are unable to support visa applications or relocation at this time. Competitive salary reviewed annually to account for market shifts Equity in the company (stock options) Robust leave policies (PTO, parental leave, VTO) Flexible work environment with two days working from the London Office Why Join Us? Novata is a mission-first company built to enable the private markets to drive more impact. We are at the unique intersection of ESG, the private markets, and mission driven impact. We are well-funded, have a top tier executive leadership team. We have a highly aggressive growth plan to establish ourselves as the industry leader of ESG with immediate plans for product and international expansion. Members of our leadership team have been globally recognized for their success as leaders of large public companies, founders of successful startups, leaders of established ESG organizations, and builders of robust tech platforms. We are passionate, highly motivated, and experienced individuals who embrace our diverse backgrounds. Together, we will become the platform of choice and a catalyst for a change in the way business is done.
Jun 05, 2025
Full time
Novata is a public benefit corporation founded by a unique consortium of leading foundations and private-sector organizations, including the Ford Foundation, the Omidyar Network, S&P Global, and Hamilton Lane. Our mission is to empower the private markets to build a more inclusive and sustainable form of capitalism. We do this by providing best-in-class technology and tools to help clients collect, analyze, benchmark, and report ESG (Environmental, Social, Governance) data. With a diverse, experienced, and mission-driven team, we are building a company that values both performance and purpose. Job Summary As a Customer Success Manager within the Customer Success Department, you will play a pivotal role in managing and nurturing relationships with our clients across EMEA. Reporting to and working closely with the Head of Customer Success, you will drive customer outcomes, retention, and growth. This role requires deep experience in managing clients, a consultative approach, and the ability to lead by influence, ensuring the successful execution of business and departmental strategies. What You'll Be Doing Take ownership of managing and growing relationships with key clients, ensuring their long-term success and satisfaction. Strategically evolve and implement best practices in customer success, ensuring consistent, scalable, and impactful delivery across the client base. Serve as a trusted advisor, driving client adoption, expansion, and renewals by aligning solutions to client goals and objectives. Partner closely with internal teams, including Sales, Product, and Marketing, to ensure seamless client experiences and drive overall retention and growth metrics. Lead executive business reviews and ensure regular, structured client engagement to drive value realization. Identify risks and opportunities within accounts and proactively engage in mitigating potential churn or dissatisfaction. Promote the value of Customer Success internally and externally, representing the voice of the client across various business functions. Contribute to the development of scalable processes and tools to enhance customer success delivery across the organization. Ensure alignment with departmental KPIs, including NPS, gross retention, net retention, and customer satisfaction scores. Keep the Head of Customer Success informed of client health, project status, and any issues that may impact performance or key objectives. Address and resolve client issues promptly, escalating when necessary to ensure a high level of service delivery. Actively participate in cross-functional initiatives, special projects, and leadership meetings to drive strategic growth for the customer success department. About You Proven experience managing clients, delivering best-in-class customer success practices, and driving measurable outcomes. Strong consultative skills - ability to uncover client needs, challenge assumptions constructively, and provide strategic guidance to drive value. Able to inspire and influence cross-functional teams to ensure customer engagement, adoption, and retention goals are consistently achieved or exceeded. Data-driven mindset with the ability to analyze complex information, identify insights, and make informed decisions to improve customer outcomes. Exceptional communication skills - confident and capable of managing executive-level stakeholders, both written and verbal. Skilled at building and maintaining strong relationships, driving customer satisfaction, and fostering trust. Demonstrated innovation and creative problem-solving to drive continuous improvement in processes and client engagements. Effective at managing multiple projects simultaneously and ensuring timely delivery. Resilient and adaptable, with the ability to respond to evolving client needs and market conditions. Supporting Customers in the Private Equity, Finance, or ESG space, and a plus if those were through a SaaS platform. This role is based in London, with hybrid working arrangements (2 days in office). Applicants must be located in and eligible to work in the UK. Unfortunately, we are unable to support visa applications or relocation at this time. Competitive salary reviewed annually to account for market shifts Equity in the company (stock options) Robust leave policies (PTO, parental leave, VTO) Flexible work environment with two days working from the London Office Why Join Us? Novata is a mission-first company built to enable the private markets to drive more impact. We are at the unique intersection of ESG, the private markets, and mission driven impact. We are well-funded, have a top tier executive leadership team. We have a highly aggressive growth plan to establish ourselves as the industry leader of ESG with immediate plans for product and international expansion. Members of our leadership team have been globally recognized for their success as leaders of large public companies, founders of successful startups, leaders of established ESG organizations, and builders of robust tech platforms. We are passionate, highly motivated, and experienced individuals who embrace our diverse backgrounds. Together, we will become the platform of choice and a catalyst for a change in the way business is done.
This senior leadership role is responsible for managing the EMEI sales team who are responsible for expanding TT's revenue, market share and client base through identifying new opportunities, building relationships and increasing revenue in our EMEI region What Will You Be Involved With? Develop and Execute Sales Strategies Create and implement sales plans Possess a deep understanding of Client Needs Knowledge of Market Trends & Regulations Drive Revenue Growth by hitting team and company sales and revenue targets through securing new clients and upselling to existing clients Responsible for meeting and exceeding quarterly and yearly sales and revenue targets Cross Selling collaboration with other Heads of Sales across all lines of the Trading Technologies business. Team Leadership Hire, train, manage and motivate a high performing sales team Manage team territories Review team priorities weekly through weekly team and one on one meetings Support the team through client meeting preparation and guidance Help form and implement the sales targets along with their commission packages Track deal momentum to identify when it has stalled and help sales bring it back to life Quarterly reviews of sales teams forecast, pipeline and plans. Perform bi annual reviews of the team Sales Process Management Oversee sales process from lead generation to closing Conduct regular pipeline and forecast reviews with your individual team members ensuring data accuracy and proper qualification Quarterly & Annual and Forecasting & Planning Ensure proper sales and revenue forecasts Revenue Generation Build and maintain relationships with the client and prospect base Develop strategies with the sales team to keep momentum in deals and close in a timely manner. Create & support pipeline generation activities Support the team in managing the full process lifecycle from quote to cash Proposal Building & Negotiation Work with the individual Sales Executives to build proposals that demonstrate TT's value along with creating a commercial proposition that is compelling to the client. Work with the Sales Executives on the contracts and negotiation process. Serving as a point of escalation and issue resolution, working closely with legal to ensure compliance with company policies Reporting and Analytics Report on pipeline and sales statistics Forecast future revenue & sales numbers KPI Tracking & Analysis Establish and track KPI's for the team to measure sales success Relationship Building and Management Establish and foster partnerships and relationships with key customers Build and grow internal relationships across functions Attend industry specific conferences and networking events Be a panelist speaker for industry relevant topics Cross Functional Collaboration Business Development: Work with Business Development on market trends and competition battlecards Finance: Ensure alignment on standard and non standard deals, proposal structure and deal margin Cross Collaboration with all TT Lines of Business (LOB): Coordinate introductions, sales meetings, solutions, proposals and negotiations Legal : Work closely with legal to keep momentum behind negotiations while protecting the company Marketing: Develop messaging around go to market campaigns and key strategic areas for the firm, as well as the target client base and key personas. Service Management: Join quarterly service reviews with key clients What Will You Bring to the Table? 15+ years of experience in Financial Technology Sales Experience in complex enterprise sales Futures and Options, Listed Equity Options, Equities experience preferred. Fixed Income and FX nice to have Good understanding of technology Prior leadership experience Bachelors Degree or above Strong Communication and Interpersonal Skills both verbally and written. Proven organizational and team management skills Proficiency in the G-Suite and Salesforce What We Bring to the Table: Competitive benefits, including medical, dental, vision, GTL & GIP schemes, and pension Flexible work schedules - with some remote work. 25 PTO (paid time off) days per year with the ability to roll over days into the following year, 1 day per year available for volunteering, 2 Training days per year to allow uninterrupted professional development, 1 additional PTO day added during milestone year, a robust paid holiday schedule with early dismissal, and generous parental leave (for all genders and staff, including adoptive parents) The company provided top-of-the-line tech resources and a tech accessories budget for monitors, headphones, keyboards, and office equipment. Subsidy contributions toward gym memberships and health/wellness initiatives (including discounted healthcare premiums, healthy meal delivery programmes, or smoking cessation) Milestone anniversary bonuses Forward-thinking, a culture-based organization with collaborative teams that promote diversity and inclusion Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company's award-winning TT platform connects to the world's major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world's leading sell-side institutions, buy-side firms, and exchanges. The company's blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT's technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies' global client base through the TT ecosystem. Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies' practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
Jun 05, 2025
Full time
This senior leadership role is responsible for managing the EMEI sales team who are responsible for expanding TT's revenue, market share and client base through identifying new opportunities, building relationships and increasing revenue in our EMEI region What Will You Be Involved With? Develop and Execute Sales Strategies Create and implement sales plans Possess a deep understanding of Client Needs Knowledge of Market Trends & Regulations Drive Revenue Growth by hitting team and company sales and revenue targets through securing new clients and upselling to existing clients Responsible for meeting and exceeding quarterly and yearly sales and revenue targets Cross Selling collaboration with other Heads of Sales across all lines of the Trading Technologies business. Team Leadership Hire, train, manage and motivate a high performing sales team Manage team territories Review team priorities weekly through weekly team and one on one meetings Support the team through client meeting preparation and guidance Help form and implement the sales targets along with their commission packages Track deal momentum to identify when it has stalled and help sales bring it back to life Quarterly reviews of sales teams forecast, pipeline and plans. Perform bi annual reviews of the team Sales Process Management Oversee sales process from lead generation to closing Conduct regular pipeline and forecast reviews with your individual team members ensuring data accuracy and proper qualification Quarterly & Annual and Forecasting & Planning Ensure proper sales and revenue forecasts Revenue Generation Build and maintain relationships with the client and prospect base Develop strategies with the sales team to keep momentum in deals and close in a timely manner. Create & support pipeline generation activities Support the team in managing the full process lifecycle from quote to cash Proposal Building & Negotiation Work with the individual Sales Executives to build proposals that demonstrate TT's value along with creating a commercial proposition that is compelling to the client. Work with the Sales Executives on the contracts and negotiation process. Serving as a point of escalation and issue resolution, working closely with legal to ensure compliance with company policies Reporting and Analytics Report on pipeline and sales statistics Forecast future revenue & sales numbers KPI Tracking & Analysis Establish and track KPI's for the team to measure sales success Relationship Building and Management Establish and foster partnerships and relationships with key customers Build and grow internal relationships across functions Attend industry specific conferences and networking events Be a panelist speaker for industry relevant topics Cross Functional Collaboration Business Development: Work with Business Development on market trends and competition battlecards Finance: Ensure alignment on standard and non standard deals, proposal structure and deal margin Cross Collaboration with all TT Lines of Business (LOB): Coordinate introductions, sales meetings, solutions, proposals and negotiations Legal : Work closely with legal to keep momentum behind negotiations while protecting the company Marketing: Develop messaging around go to market campaigns and key strategic areas for the firm, as well as the target client base and key personas. Service Management: Join quarterly service reviews with key clients What Will You Bring to the Table? 15+ years of experience in Financial Technology Sales Experience in complex enterprise sales Futures and Options, Listed Equity Options, Equities experience preferred. Fixed Income and FX nice to have Good understanding of technology Prior leadership experience Bachelors Degree or above Strong Communication and Interpersonal Skills both verbally and written. Proven organizational and team management skills Proficiency in the G-Suite and Salesforce What We Bring to the Table: Competitive benefits, including medical, dental, vision, GTL & GIP schemes, and pension Flexible work schedules - with some remote work. 25 PTO (paid time off) days per year with the ability to roll over days into the following year, 1 day per year available for volunteering, 2 Training days per year to allow uninterrupted professional development, 1 additional PTO day added during milestone year, a robust paid holiday schedule with early dismissal, and generous parental leave (for all genders and staff, including adoptive parents) The company provided top-of-the-line tech resources and a tech accessories budget for monitors, headphones, keyboards, and office equipment. Subsidy contributions toward gym memberships and health/wellness initiatives (including discounted healthcare premiums, healthy meal delivery programmes, or smoking cessation) Milestone anniversary bonuses Forward-thinking, a culture-based organization with collaborative teams that promote diversity and inclusion Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company's award-winning TT platform connects to the world's major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world's leading sell-side institutions, buy-side firms, and exchanges. The company's blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT's technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies' global client base through the TT ecosystem. Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies' practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
We are working with a fund looking for a Corporate Development Manager to drive strategic growth initiatives within our renewable energy investment portfolio. In this role, you will lead market analysis, identify investment opportunities, and support capital allocation decisions to enhance their exposure to clean energy assets. Key Responsibilities: Lead strategic assessments of renewable energy investment opportunities. Develop market insights and identify new areas for growth. Support M&A transactions, joint ventures, and partnerships. Conduct financial analysis and evaluate investment performance. Work closely with senior leadership on corporate strategy and capital deployment. Stay ahead of market trends and regulatory developments impacting the sector. Requirements: Background in corporate development, investment banking, or private equity. Experience in renewable energy, infrastructure, or institutional investing. Strong analytical, financial modeling, and strategic thinking skills. Ability to build relationships with internal and external stakeholders. Knowledge of energy markets, project finance, and investment structures.
Feb 21, 2025
Full time
We are working with a fund looking for a Corporate Development Manager to drive strategic growth initiatives within our renewable energy investment portfolio. In this role, you will lead market analysis, identify investment opportunities, and support capital allocation decisions to enhance their exposure to clean energy assets. Key Responsibilities: Lead strategic assessments of renewable energy investment opportunities. Develop market insights and identify new areas for growth. Support M&A transactions, joint ventures, and partnerships. Conduct financial analysis and evaluate investment performance. Work closely with senior leadership on corporate strategy and capital deployment. Stay ahead of market trends and regulatory developments impacting the sector. Requirements: Background in corporate development, investment banking, or private equity. Experience in renewable energy, infrastructure, or institutional investing. Strong analytical, financial modeling, and strategic thinking skills. Ability to build relationships with internal and external stakeholders. Knowledge of energy markets, project finance, and investment structures.
The Client Support Analyst position within the Global Markets Operations department will manage the post trade events and relationships with Natixis clients and all internal stakeholders. Scope is to cover all London Sales originated Fixed Income, Global Securities Financing, Treasury transactions (Sales & Trading level), Dubai Sales originated Islamic Finance business and to assist on the coverage of the Milan Middle Office desk. Take ownership and efficiency for all transaction events arising from the above-mentioned Sales and Trading scope. Establish a strong client relationship for all requests and queries that arise from their portfolio of transactions held with Natixis. Main responsibilities of the role: Strive for excellence in all processes. Promote a strong and reactive performance culture within the Clients Support group. Actively collaborate and develop strong relationships with the London Front Office desks. Ensure the best quality of service is delivered to the NATIXIS clients, i.e. Front Office Sales, Traders, and the Bank's external Clients. Communicate efficiently and adequately to transversal departments for transaction downstream chains. Support new business lines and business initiatives; apply problem solving skills to the development of new solutions for onboarding of new transactions and assert the bank's quality of post trade service for Fixed Income, Treasury, and the Islamic Finance business. Participate and propose reinforcement of ad hoc internal controls and reconciliations that should be in place across products; reduce operational risk; increase client satisfaction. Ensure a good level of knowledge of the complete lifecycle of trades, sufficient communication bridges and coordination with appropriate teams. Analyse, report appropriately and resolve any outstanding issues to prevent potential issues. Forge strong relationship with NATIXIS external Brokers. Scope to cover London Sales Capital Market (Fixed Income + Treasury + Global Securities Financing) originated transactions, Dubai Sales Islamic Finance originated transactions and Milan Middle office desk. Current Main Focus: Fixed Income transactions, Global Securities Financing + Treasury Transactions and Islamic Finance Transactions that include (Fixed Income, Treasury, Rates, FX, and Financing). Assist with Milan Fixed Income & Equity Derivative transactions. Strong adherence to the defined procedures and workflows ensuring all queries are addressed in a timely manner. Manage the post trade execution events from pre-matching to settlement queries with internal stakeholders and with clients. Take ownership and efficiency for all transaction queries arising from the above-mentioned transaction scope. Establish strong client relationships for all queries arising from their portfolio of trades with NATIXIS as well as internal FO requests. Bridge all communication with Paris Head Office in relation to Paris centralised settlements to ensure a seamless settlement with minimal exceptions. Assist with development of the Islamic Finance business at Natixis with exposure to pre-transaction execution and post-transaction life cycle processing and confirmation. Answer punctual requests from all other Natixis Global departments (e.g. Internal Audit, Compliance, Control) and revert accordingly. Assist with development of the Islamic Finance business Natixis through the various from trade inception, stakeholders involved to Operation coordination. Ensure vetting process of new Clients is complete and client declared in the systems. Forward any Client Audit requests to the relevant Audit team. Ensure all tasks in the Client Support daily checklists have been closed in vault with all non-closed items marked with 'Ongoing' and an additional comment. Required Skills/Qualifications/Experience General Skills Maximum 5 years experience working for a financial services institution. Good communication skills with Traders/Trade Support, Production/IT/Management and with other members of the team. Good commitment, reactivity, reliability on support related issues. Good autonomy with the systems and the processes. Stress resistant. Team player. Specific Skills Understand Fixed Income & Derivatives products with Client expectations. Excellent customer service-oriented approach. Strong knowledge of trade processes and trade lifecycles. Capacity to challenge and improve processes / systems. Islamic Finance knowledge nice to have, but not essential.
Feb 20, 2025
Full time
The Client Support Analyst position within the Global Markets Operations department will manage the post trade events and relationships with Natixis clients and all internal stakeholders. Scope is to cover all London Sales originated Fixed Income, Global Securities Financing, Treasury transactions (Sales & Trading level), Dubai Sales originated Islamic Finance business and to assist on the coverage of the Milan Middle Office desk. Take ownership and efficiency for all transaction events arising from the above-mentioned Sales and Trading scope. Establish a strong client relationship for all requests and queries that arise from their portfolio of transactions held with Natixis. Main responsibilities of the role: Strive for excellence in all processes. Promote a strong and reactive performance culture within the Clients Support group. Actively collaborate and develop strong relationships with the London Front Office desks. Ensure the best quality of service is delivered to the NATIXIS clients, i.e. Front Office Sales, Traders, and the Bank's external Clients. Communicate efficiently and adequately to transversal departments for transaction downstream chains. Support new business lines and business initiatives; apply problem solving skills to the development of new solutions for onboarding of new transactions and assert the bank's quality of post trade service for Fixed Income, Treasury, and the Islamic Finance business. Participate and propose reinforcement of ad hoc internal controls and reconciliations that should be in place across products; reduce operational risk; increase client satisfaction. Ensure a good level of knowledge of the complete lifecycle of trades, sufficient communication bridges and coordination with appropriate teams. Analyse, report appropriately and resolve any outstanding issues to prevent potential issues. Forge strong relationship with NATIXIS external Brokers. Scope to cover London Sales Capital Market (Fixed Income + Treasury + Global Securities Financing) originated transactions, Dubai Sales Islamic Finance originated transactions and Milan Middle office desk. Current Main Focus: Fixed Income transactions, Global Securities Financing + Treasury Transactions and Islamic Finance Transactions that include (Fixed Income, Treasury, Rates, FX, and Financing). Assist with Milan Fixed Income & Equity Derivative transactions. Strong adherence to the defined procedures and workflows ensuring all queries are addressed in a timely manner. Manage the post trade execution events from pre-matching to settlement queries with internal stakeholders and with clients. Take ownership and efficiency for all transaction queries arising from the above-mentioned transaction scope. Establish strong client relationships for all queries arising from their portfolio of trades with NATIXIS as well as internal FO requests. Bridge all communication with Paris Head Office in relation to Paris centralised settlements to ensure a seamless settlement with minimal exceptions. Assist with development of the Islamic Finance business at Natixis with exposure to pre-transaction execution and post-transaction life cycle processing and confirmation. Answer punctual requests from all other Natixis Global departments (e.g. Internal Audit, Compliance, Control) and revert accordingly. Assist with development of the Islamic Finance business Natixis through the various from trade inception, stakeholders involved to Operation coordination. Ensure vetting process of new Clients is complete and client declared in the systems. Forward any Client Audit requests to the relevant Audit team. Ensure all tasks in the Client Support daily checklists have been closed in vault with all non-closed items marked with 'Ongoing' and an additional comment. Required Skills/Qualifications/Experience General Skills Maximum 5 years experience working for a financial services institution. Good communication skills with Traders/Trade Support, Production/IT/Management and with other members of the team. Good commitment, reactivity, reliability on support related issues. Good autonomy with the systems and the processes. Stress resistant. Team player. Specific Skills Understand Fixed Income & Derivatives products with Client expectations. Excellent customer service-oriented approach. Strong knowledge of trade processes and trade lifecycles. Capacity to challenge and improve processes / systems. Islamic Finance knowledge nice to have, but not essential.
Associate Quantitative Analyst Date: 14 Feb 2025 Location: London, GB Company: Royal London Group Job Title: Associate Quantitative Analyst Contract Type: Permanent Location: London Working style: Hybrid 50% home/office based Closing date: 21st February 2025 We currently have an opportunity for an Associate Quantitative Analyst to join the Passive and Quantitative Equities team on a permanent basis in London. This front office role will provide support and assistance across the equity teams whilst at the same time developing the role holder into a fund manager or senior quantitative analyst. This is an exciting opportunity for an individual with strong analytical and problem-solving skills in addition to a keen interest in financial markets. About the role Assist in the development of quantitative models, tools and screens/dashboards Build tool sets and framework for working with both traditional and alternative data sets (NLP, AI, Machine Learning) Assist in the management of systematic equity strategies Contribute to the development of existing and future investment infrastructure and systems from a technology perspective. Support and provide added value to existing products. Assist desk heads with future strategy. Provide support to the Senior Quantitative Analysts in the development of trading models and systems. About you Honours degree in a highly quantitative subject. Postgraduate degree desirable. Solid mathematical grounding ideally in quantitative finance. Technical skills in a range of programming languages: Python, R, VBA, and SQL. Knowledge of traditional and alternative financial data. An understanding of and/or keen interest in equity markets and financial derivatives is of significant benefit via either work experience or study. Working towards or desire to complete CFA level 1. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable, and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme, and private medical insurance. Inclusion, diversity and belonging We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
Feb 19, 2025
Full time
Associate Quantitative Analyst Date: 14 Feb 2025 Location: London, GB Company: Royal London Group Job Title: Associate Quantitative Analyst Contract Type: Permanent Location: London Working style: Hybrid 50% home/office based Closing date: 21st February 2025 We currently have an opportunity for an Associate Quantitative Analyst to join the Passive and Quantitative Equities team on a permanent basis in London. This front office role will provide support and assistance across the equity teams whilst at the same time developing the role holder into a fund manager or senior quantitative analyst. This is an exciting opportunity for an individual with strong analytical and problem-solving skills in addition to a keen interest in financial markets. About the role Assist in the development of quantitative models, tools and screens/dashboards Build tool sets and framework for working with both traditional and alternative data sets (NLP, AI, Machine Learning) Assist in the management of systematic equity strategies Contribute to the development of existing and future investment infrastructure and systems from a technology perspective. Support and provide added value to existing products. Assist desk heads with future strategy. Provide support to the Senior Quantitative Analysts in the development of trading models and systems. About you Honours degree in a highly quantitative subject. Postgraduate degree desirable. Solid mathematical grounding ideally in quantitative finance. Technical skills in a range of programming languages: Python, R, VBA, and SQL. Knowledge of traditional and alternative financial data. An understanding of and/or keen interest in equity markets and financial derivatives is of significant benefit via either work experience or study. Working towards or desire to complete CFA level 1. About Royal London Asset Management Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable, and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme, and private medical insurance. Inclusion, diversity and belonging We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.
Job Code: 8262 Country: GB City: London Skill Category: Investment Banking Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates, and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit . Diversity, Equity & Inclusion Nomura is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all our employees. We do not discriminate on the basis of age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex, or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us. Job Title: Investment Banker, Financial Sponsors Group Corporate Title: Associate Department: Investment Banking Location: London Department Overview: Nomura's Investment Banking Division (IBD) provides a vast array of advisory and capital-raising solutions to corporations, financial institutions, governments, and public-sector organizations around the world. Our global teams act as geographic, product, and industry specialists. The Financial Sponsors Group (FSG) is an integral part of IBD and works seamlessly in collaboration with Coverage groups and products to provide comprehensive and innovative advisory, financing, and risk solutions to our Sponsor clients across global sectors such as consumer/retail/leisure, healthcare, technology, financial institutions, Greentech (including infrastructure, natural resources, and power). Role, Responsibilities & Experience Required: High-level experience of supporting the monetization of Tier 1 Sponsor client relationships and sophisticated understanding of market practice and key trends. Experience of working within Investment Banking, Transaction Services, or boutique advisory firms. The position is based in London and will report directly into the Head of EMEA Financial Sponsors Group. Distinguished academic record: consistently highly rated versus their peer group. Exceptional quantitative and analytical skills. Strong written and verbal communications skills - ability to interact confidently with clients and other professionals. Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups or regions. Ability to work under pressure in a dynamic environment in order to meet deadlines. Nomura Competencies: Culture & Conduct Contributes to desired culture. Aware of different values/styles. Maintains own and holds others to high standards of behavior. Seeks to develop. Aware of impact of own strengths/weaknesses. Learns from experience. Client-Centricity & Business Acumen Demonstrates understanding of current market. Anticipates client needs. Pays attention to detail, synthesizes accurately. Sees problems, recommends solutions. Strategy & Innovation Articulates own contributions to divisional and firm-wide strategy. Embraces and balances new/differing ways of thinking/working. Makes decisions appropriate to their role, knows when and how to escalate. Knows when/how to compromise. Responds positively to changing needs and circumstances. Is able to change direction quickly. Leadership & Collaboration Proactively participates in own and others' performance year. Assists in recruiting and onboarding new team members. Gives credit to others for positive contributions. Builds collaborative and productive working relationships. Provides on-the-job training to colleagues. Provides and listens to constructive, timely, and specific feedback to resolve conflict. Communication & Connectivity Adjusts communication style to suit topic/audience. Balances listening/talking. Communicates ideas and issues clearly and with consideration. Questions to understand others' views. Is a proven and credible resource. Builds internal network. Willingly works with others to share information. Execution & Delivery Maintains positive commitment to results. Takes on challenging assignments. Executes priority actions on-time. Keeps stakeholders updated, manages expectations. Persists when confronted with resistance. Seeks, listens to, and accepts feedback. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favorable treatment accorded to existing or potential members of staff on the grounds of race, creed, color, nationality, disability, marital status, pregnancy, gender, or sexual orientation. Right to Work Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Nomura is an Equal Opportunity Employer
Feb 18, 2025
Full time
Job Code: 8262 Country: GB City: London Skill Category: Investment Banking Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates, and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit . Diversity, Equity & Inclusion Nomura is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all our employees. We do not discriminate on the basis of age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex, or sexual orientation. If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us. Job Title: Investment Banker, Financial Sponsors Group Corporate Title: Associate Department: Investment Banking Location: London Department Overview: Nomura's Investment Banking Division (IBD) provides a vast array of advisory and capital-raising solutions to corporations, financial institutions, governments, and public-sector organizations around the world. Our global teams act as geographic, product, and industry specialists. The Financial Sponsors Group (FSG) is an integral part of IBD and works seamlessly in collaboration with Coverage groups and products to provide comprehensive and innovative advisory, financing, and risk solutions to our Sponsor clients across global sectors such as consumer/retail/leisure, healthcare, technology, financial institutions, Greentech (including infrastructure, natural resources, and power). Role, Responsibilities & Experience Required: High-level experience of supporting the monetization of Tier 1 Sponsor client relationships and sophisticated understanding of market practice and key trends. Experience of working within Investment Banking, Transaction Services, or boutique advisory firms. The position is based in London and will report directly into the Head of EMEA Financial Sponsors Group. Distinguished academic record: consistently highly rated versus their peer group. Exceptional quantitative and analytical skills. Strong written and verbal communications skills - ability to interact confidently with clients and other professionals. Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups or regions. Ability to work under pressure in a dynamic environment in order to meet deadlines. Nomura Competencies: Culture & Conduct Contributes to desired culture. Aware of different values/styles. Maintains own and holds others to high standards of behavior. Seeks to develop. Aware of impact of own strengths/weaknesses. Learns from experience. Client-Centricity & Business Acumen Demonstrates understanding of current market. Anticipates client needs. Pays attention to detail, synthesizes accurately. Sees problems, recommends solutions. Strategy & Innovation Articulates own contributions to divisional and firm-wide strategy. Embraces and balances new/differing ways of thinking/working. Makes decisions appropriate to their role, knows when and how to escalate. Knows when/how to compromise. Responds positively to changing needs and circumstances. Is able to change direction quickly. Leadership & Collaboration Proactively participates in own and others' performance year. Assists in recruiting and onboarding new team members. Gives credit to others for positive contributions. Builds collaborative and productive working relationships. Provides on-the-job training to colleagues. Provides and listens to constructive, timely, and specific feedback to resolve conflict. Communication & Connectivity Adjusts communication style to suit topic/audience. Balances listening/talking. Communicates ideas and issues clearly and with consideration. Questions to understand others' views. Is a proven and credible resource. Builds internal network. Willingly works with others to share information. Execution & Delivery Maintains positive commitment to results. Takes on challenging assignments. Executes priority actions on-time. Keeps stakeholders updated, manages expectations. Persists when confronted with resistance. Seeks, listens to, and accepts feedback. Diversity Statement Nomura is committed to an employment policy of equal opportunities and is fundamentally opposed to any less favorable treatment accorded to existing or potential members of staff on the grounds of race, creed, color, nationality, disability, marital status, pregnancy, gender, or sexual orientation. Right to Work Please contact us if you are visiting our offices and require any form of personal assistance or physical adaptations to be provided for your appointment. A member of staff will be happy to help. Nomura is an Equal Opportunity Employer
What is Sylvera anyway? Sylvera provides carbon data for genuine climate impact. Our mission is to incentivize investment in real climate action. Purchasing credits through the carbon markets is one of the most established and scalable ways to channel finance from the private sector to effective climate solutions and work toward societal net zero. Unfortunately, the voluntary carbon markets have been plagued with mistrust and a lack of effectiveness since they've emerged - until Sylvera. To help organizations ensure they're making the most effective investments, Sylvera builds software that independently and accurately automates the evaluation of carbon projects that capture, remove, or avoid emissions. With Sylvera's data and tools, businesses and governments can confidently invest in, benchmark, deliver, and report real climate impact. Our team is made up of leading minds in climate change from scientists to policy, finance and carbon market experts. We work in partnership with scientific organisations, universities, governments and think tanks to develop and test rigorous and holistic ratings methodologies, leveraging the latest technology. Founded in 2020, Sylvera has employees worldwide with offices in London, New York, Belgrade and Singapore. We've raised over $96million from leading VCs like Balderton Capital, Index Ventures and Insight Partners to date. What will I be doing? As a Senior Fullstack Engineer, you will play a key role by automating and enhancing the evaluation of climate project quality across diverse project types. Collaborating closely with internal stakeholders, you'll identify workflow bottlenecks, propose scalable solutions, and develop REST APIs to support our frontend applications. Your contributions will ensure our tools are efficient, flexible, and equipped to handle a growing portfolio of climate projects. Technical Proficiency: Quickly onboard and work effectively with our current stack: Node.js, AWS, Snowflake, PostgreSQL, and React. Partner with the rest of the team to deliver complete and integrated user solutions. Build and maintain platform capabilities, including APIs and front-end components, for seamless integration with internal and external tools. Problem-Solving: Design architectures and frameworks aligned with business goals to support rapid growth. Identify and address inefficiencies in development processes, ensuring reliability and scalability. Collaboration: Engage with internal stakeholders to understand business needs and translate them into technical solutions. Work across teams to improve workflows, standardize testing, versioning, and metadata management processes. We're looking for someone who: Has full-stack engineering experience, including data platforms and building RESTful APIs. Can quickly adapt to unfamiliar tech stacks, including low-code systems. Consistently delivers high-quality, end-to-end solutions. Has expertise in designing and scaling production-grade systems. Is experienced in collaborating with stakeholders to develop well-tested solutions. Has strong communication skills to adapt well to our highly collaborative environment. Cares deeply about the climate and ecosystems of the earth. Is a self-starter who thrives in constantly evolving environments, ideally with startup experience. We'd like someone highly ambitious, motivated and eager to propel their career forward. We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Tech Stack We're tech agnostic when hiring, so you don't need experience with this stack to apply. If you're not familiar with this stack, then it's a great opportunity to join our team and learn new technologies (and we'll support that). Node.js Typescript Python REST API standards AWS as our cloud service provider Serverless technologies (Lambda, SQS, SNS, SES) PostgreSQL Snowflake Docker Circle.ci Sentry DataDog Benefits Equity in a rapidly growing startup Private Health Insurance and Life Assurance Unlimited annual leave Enhanced parental leave Access to Mental Health support via Spill Office bar tab once a month Weekly drinks in the office Catered lunch once a month in office Monthly Deliveroo/equivalent allowance once a month Location We work flexibly but encourage people to come in regularly to our great office in Old St. Our Values Own it: We make new mistakes. We build on the momentum of our wins and reflect on and learn from our failures. Stay curious: We keep our focus on the long-term, even if that means short-term challenges. Do what's right - even when it's hard: We take a growth mindset to our work, our customers, our market and the opportunities ahead of us. Collaborate and challenge with empathy: Our teams deliver through active collaboration. We invest in each others' success and make the company stronger in the long-run. Empower Customers: Make extraordinary efforts to exceed our customer expectations. If we're serving our customers to the fullest, we can help direct more investment into real climate impact. What if you're a partial fit? We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Equal employment opportunity Sylvera is an equal opportunity employer: we value diversity. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Feb 17, 2025
Full time
What is Sylvera anyway? Sylvera provides carbon data for genuine climate impact. Our mission is to incentivize investment in real climate action. Purchasing credits through the carbon markets is one of the most established and scalable ways to channel finance from the private sector to effective climate solutions and work toward societal net zero. Unfortunately, the voluntary carbon markets have been plagued with mistrust and a lack of effectiveness since they've emerged - until Sylvera. To help organizations ensure they're making the most effective investments, Sylvera builds software that independently and accurately automates the evaluation of carbon projects that capture, remove, or avoid emissions. With Sylvera's data and tools, businesses and governments can confidently invest in, benchmark, deliver, and report real climate impact. Our team is made up of leading minds in climate change from scientists to policy, finance and carbon market experts. We work in partnership with scientific organisations, universities, governments and think tanks to develop and test rigorous and holistic ratings methodologies, leveraging the latest technology. Founded in 2020, Sylvera has employees worldwide with offices in London, New York, Belgrade and Singapore. We've raised over $96million from leading VCs like Balderton Capital, Index Ventures and Insight Partners to date. What will I be doing? As a Senior Fullstack Engineer, you will play a key role by automating and enhancing the evaluation of climate project quality across diverse project types. Collaborating closely with internal stakeholders, you'll identify workflow bottlenecks, propose scalable solutions, and develop REST APIs to support our frontend applications. Your contributions will ensure our tools are efficient, flexible, and equipped to handle a growing portfolio of climate projects. Technical Proficiency: Quickly onboard and work effectively with our current stack: Node.js, AWS, Snowflake, PostgreSQL, and React. Partner with the rest of the team to deliver complete and integrated user solutions. Build and maintain platform capabilities, including APIs and front-end components, for seamless integration with internal and external tools. Problem-Solving: Design architectures and frameworks aligned with business goals to support rapid growth. Identify and address inefficiencies in development processes, ensuring reliability and scalability. Collaboration: Engage with internal stakeholders to understand business needs and translate them into technical solutions. Work across teams to improve workflows, standardize testing, versioning, and metadata management processes. We're looking for someone who: Has full-stack engineering experience, including data platforms and building RESTful APIs. Can quickly adapt to unfamiliar tech stacks, including low-code systems. Consistently delivers high-quality, end-to-end solutions. Has expertise in designing and scaling production-grade systems. Is experienced in collaborating with stakeholders to develop well-tested solutions. Has strong communication skills to adapt well to our highly collaborative environment. Cares deeply about the climate and ecosystems of the earth. Is a self-starter who thrives in constantly evolving environments, ideally with startup experience. We'd like someone highly ambitious, motivated and eager to propel their career forward. We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Tech Stack We're tech agnostic when hiring, so you don't need experience with this stack to apply. If you're not familiar with this stack, then it's a great opportunity to join our team and learn new technologies (and we'll support that). Node.js Typescript Python REST API standards AWS as our cloud service provider Serverless technologies (Lambda, SQS, SNS, SES) PostgreSQL Snowflake Docker Circle.ci Sentry DataDog Benefits Equity in a rapidly growing startup Private Health Insurance and Life Assurance Unlimited annual leave Enhanced parental leave Access to Mental Health support via Spill Office bar tab once a month Weekly drinks in the office Catered lunch once a month in office Monthly Deliveroo/equivalent allowance once a month Location We work flexibly but encourage people to come in regularly to our great office in Old St. Our Values Own it: We make new mistakes. We build on the momentum of our wins and reflect on and learn from our failures. Stay curious: We keep our focus on the long-term, even if that means short-term challenges. Do what's right - even when it's hard: We take a growth mindset to our work, our customers, our market and the opportunities ahead of us. Collaborate and challenge with empathy: Our teams deliver through active collaboration. We invest in each others' success and make the company stronger in the long-run. Empower Customers: Make extraordinary efforts to exceed our customer expectations. If we're serving our customers to the fullest, we can help direct more investment into real climate impact. What if you're a partial fit? We prioritise grit, positivity, and the willingness to get stuck in, and encourage you to apply even if your experience doesn't exactly match this job description. Equal employment opportunity Sylvera is an equal opportunity employer: we value diversity. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
YOUR IMPACT Are you passionate about client service, risk management and Equities markets? Do you enjoy working in a dynamic and fast paced environment? We're looking for an experienced professional to join our Equities Client Ops team in London. Successful candidates will be required to use their skills to partner with Sales/Trading, Engineering and other multiple operations teams to facilitate the growth of the Post trade Equity Global Business and to service our top tier clients. Additionally, you will be required to utilize BI tools to increase STP rates and participate in projects to facilitate new business, scale and efficiency. OUR IMPACT Equities Client Ops within Global Banking & Markets division, facilitates the full post trade life cycle management of cash equities, prime brokerage and synthetics. Our top tier clients range from global asset managers to private banks. As well as day to day trade management, middle office initiatives are focused on increasing STP and reducing settlement fails to drive scale across the GBM business; with an emphasis on also improving the client experience. RESPONSIBILITIES Products and Markets/Risk Management: Understand the products, nuances across global markets (Asia, EMEA, Americas) and business supported by the team Liaise with Sales to ensure timely/accurate booking of new trades and amendments to existing bookings Ensure correct timely allocation for executed trades Identify and reconcile trade booking errors Pre-matching and management of fails and settlement issues Focus on critical market allocations, pre-matching through to settlements Relationship management: Establish strong working relationship with the Business and other teams such as Engineering and Operations teams Build a strong partnership with our clients to improve the pre-matching/allocation process and client service Assist other business units on trade related queries, acting as an intermediary and liaising with Sales where necessary. Identify process inefficiencies and actively contribute to process re-engineering to improve trade flow Drive change by implementing new initiatives/projects Mentor, coach & guide junior members of the team SKILLS AND EXPERIENCE 1-3 Years of experience in a Middle Office role Excellent client service skills with experience gained within a fast-paced Client Service/Operational role Strong Team-working skills - for working with both internal departments in London and globally Excellent communication and interpersonal skills Ability to thrive under pressure Ability to work in dynamic environment, proven history of being able to react to changing priorities Product knowledge - ideally of equities cash (confirmations and/or settlements) and or Equities derivative products Track record in the development of client relationships with key stakeholders, both internally and externally Preferred knowledge of global markets, CTM, DTCC, Traiana, Prime Brokerage, Synthetics 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 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Feb 17, 2025
Full time
YOUR IMPACT Are you passionate about client service, risk management and Equities markets? Do you enjoy working in a dynamic and fast paced environment? We're looking for an experienced professional to join our Equities Client Ops team in London. Successful candidates will be required to use their skills to partner with Sales/Trading, Engineering and other multiple operations teams to facilitate the growth of the Post trade Equity Global Business and to service our top tier clients. Additionally, you will be required to utilize BI tools to increase STP rates and participate in projects to facilitate new business, scale and efficiency. OUR IMPACT Equities Client Ops within Global Banking & Markets division, facilitates the full post trade life cycle management of cash equities, prime brokerage and synthetics. Our top tier clients range from global asset managers to private banks. As well as day to day trade management, middle office initiatives are focused on increasing STP and reducing settlement fails to drive scale across the GBM business; with an emphasis on also improving the client experience. RESPONSIBILITIES Products and Markets/Risk Management: Understand the products, nuances across global markets (Asia, EMEA, Americas) and business supported by the team Liaise with Sales to ensure timely/accurate booking of new trades and amendments to existing bookings Ensure correct timely allocation for executed trades Identify and reconcile trade booking errors Pre-matching and management of fails and settlement issues Focus on critical market allocations, pre-matching through to settlements Relationship management: Establish strong working relationship with the Business and other teams such as Engineering and Operations teams Build a strong partnership with our clients to improve the pre-matching/allocation process and client service Assist other business units on trade related queries, acting as an intermediary and liaising with Sales where necessary. Identify process inefficiencies and actively contribute to process re-engineering to improve trade flow Drive change by implementing new initiatives/projects Mentor, coach & guide junior members of the team SKILLS AND EXPERIENCE 1-3 Years of experience in a Middle Office role Excellent client service skills with experience gained within a fast-paced Client Service/Operational role Strong Team-working skills - for working with both internal departments in London and globally Excellent communication and interpersonal skills Ability to thrive under pressure Ability to work in dynamic environment, proven history of being able to react to changing priorities Product knowledge - ideally of equities cash (confirmations and/or settlements) and or Equities derivative products Track record in the development of client relationships with key stakeholders, both internally and externally Preferred knowledge of global markets, CTM, DTCC, Traiana, Prime Brokerage, Synthetics 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 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
We're a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly. With the defined benefit buy in / buy out space growing each year, Just continues to annually grow its business by over £2bn of assets. We are a purpose driven company with compelling and credible goals. Quite simply, we help people achieve a better later life. We achieve this by providing competitive and innovative products, services, financial advice and guidance to help our customers achieve security, certainty and provide them with peace of mind in retirement. That's who we are. We're a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. Purpose Own and manage long term relationships with Employee Benefit Consultants (EBCs), independent trustees and other market stakeholders such as lawyers and advisers. Deliver sales of Defined Benefit (DB) business through the relationships that have been developed with the EBCs. Additional focus to work with other Deal Managers to manage end to end managing of the bulk quotation platform, originating material volumes of profitable DB Risk Transfer business. Job Role Accountabilities Build and manage long term relationships with allocated EBCs and other market stakeholders such as lawyers to drive sales and maintain/improve JR's reputation in the DB market, including clear account plans for allocated EBCs. Assist in delivery of the business plan to achieve the DB metrics, actively looking for opportunities to maximise profit. Lead on own pipeline schemes from quotation to transaction ensuring effective risk management of the legals, including obtaining the required approvals from the relevant individuals. Work with the Reinsurance Lead and Head of Reinsurance Relationships to ensure all relevant cases are presented to possible reinsurers. Contribute to the detailed sales pipeline report and other MI as required and provide updates of pipeline to team meetings. Build and maintain strong relationships with Pricing, Transition and Operations, enabling strong process/working together. Assist in delivering suitable marketing materials (including scheme specific information) to ensure that they deliver the correct message in a coherent and compliant nature. Participate and where appropriate organise relevant marketing events for external clients. Attend relevant forums and meetings as required. Provide assistance/cover to business development team members. Skills and Knowledge Good level of business acumen. Problem analysis and resolution skills. Ability to cope with conflict and crisis situations. Capable of working collaboratively and effectively, understanding resource implications. Excellent verbal, written communication, and interpersonal skills. Open minded and willing to engage in challenge. Good degree of understanding of the products and services provided by the Group, the markets, and the regulatory/legal framework that the Group operates within. Knowledge of the DB de-risking market, pricing of DB liabilities and associated metrics, Annuity products and pricing systems, Solvency II capital requirements and Reinsurance arrangements. Proactive approach to integrating technology into daily tasks and processes. Experience Experience gained in the Life Insurance industry. Defined benefit experience and knowledge of current Pensions legislation. Experience in the bulk annuity market. Why Just? We are committed to building a more sustainable business and have publicly committed to reduce our scope 3 emissions to Net Zero by 2050 and our scope 1 and 2 emissions to Net Zero by 2025. We've made good progress so far and encourage our people to make small and meaningful changes in their everyday lives, so that we can protect our planet for future generations. Diversity, Equity and inclusion (DE&I) is a key priority for Just as part of our overall strategy, ensuring all of our people feel proud to work at Just. We have joined a number of initiatives including the Race at Work Charter, designed to improve outcomes for employees from underrepresented backgrounds. We also run a Reciprocal Mentoring scheme for employees from a BAME background, those with a disability and those who identify as LGBTQ+. There are multiple employee network groups, which champion issues including race, gender, social mobility and neurodiversity. What's clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other.
Feb 16, 2025
Full time
We're a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly. With the defined benefit buy in / buy out space growing each year, Just continues to annually grow its business by over £2bn of assets. We are a purpose driven company with compelling and credible goals. Quite simply, we help people achieve a better later life. We achieve this by providing competitive and innovative products, services, financial advice and guidance to help our customers achieve security, certainty and provide them with peace of mind in retirement. That's who we are. We're a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. Purpose Own and manage long term relationships with Employee Benefit Consultants (EBCs), independent trustees and other market stakeholders such as lawyers and advisers. Deliver sales of Defined Benefit (DB) business through the relationships that have been developed with the EBCs. Additional focus to work with other Deal Managers to manage end to end managing of the bulk quotation platform, originating material volumes of profitable DB Risk Transfer business. Job Role Accountabilities Build and manage long term relationships with allocated EBCs and other market stakeholders such as lawyers to drive sales and maintain/improve JR's reputation in the DB market, including clear account plans for allocated EBCs. Assist in delivery of the business plan to achieve the DB metrics, actively looking for opportunities to maximise profit. Lead on own pipeline schemes from quotation to transaction ensuring effective risk management of the legals, including obtaining the required approvals from the relevant individuals. Work with the Reinsurance Lead and Head of Reinsurance Relationships to ensure all relevant cases are presented to possible reinsurers. Contribute to the detailed sales pipeline report and other MI as required and provide updates of pipeline to team meetings. Build and maintain strong relationships with Pricing, Transition and Operations, enabling strong process/working together. Assist in delivering suitable marketing materials (including scheme specific information) to ensure that they deliver the correct message in a coherent and compliant nature. Participate and where appropriate organise relevant marketing events for external clients. Attend relevant forums and meetings as required. Provide assistance/cover to business development team members. Skills and Knowledge Good level of business acumen. Problem analysis and resolution skills. Ability to cope with conflict and crisis situations. Capable of working collaboratively and effectively, understanding resource implications. Excellent verbal, written communication, and interpersonal skills. Open minded and willing to engage in challenge. Good degree of understanding of the products and services provided by the Group, the markets, and the regulatory/legal framework that the Group operates within. Knowledge of the DB de-risking market, pricing of DB liabilities and associated metrics, Annuity products and pricing systems, Solvency II capital requirements and Reinsurance arrangements. Proactive approach to integrating technology into daily tasks and processes. Experience Experience gained in the Life Insurance industry. Defined benefit experience and knowledge of current Pensions legislation. Experience in the bulk annuity market. Why Just? We are committed to building a more sustainable business and have publicly committed to reduce our scope 3 emissions to Net Zero by 2050 and our scope 1 and 2 emissions to Net Zero by 2025. We've made good progress so far and encourage our people to make small and meaningful changes in their everyday lives, so that we can protect our planet for future generations. Diversity, Equity and inclusion (DE&I) is a key priority for Just as part of our overall strategy, ensuring all of our people feel proud to work at Just. We have joined a number of initiatives including the Race at Work Charter, designed to improve outcomes for employees from underrepresented backgrounds. We also run a Reciprocal Mentoring scheme for employees from a BAME background, those with a disability and those who identify as LGBTQ+. There are multiple employee network groups, which champion issues including race, gender, social mobility and neurodiversity. What's clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other.