Job Description We are looking for a motivated and analytically driven Investment Research Analyst to join our funds research team in London. This is an exciting opportunity for someone with a strong foundation in investment analysis who is passionate about evaluating fund managers, understanding investment processes, and contributing to asset allocation decisions. You will play a key role in supporting the team's research output across a range of active fund asset classes and strategies. What you'll do: • Conduct thorough quantitative and qualitative research on active funds across multiple asset classes, including manager due diligence, performance attribution, and peer group analysis. • Assess fund manager investment processes, philosophy, team structure, and risk management frameworks to form well-rounded views on fund quality. • Maintain and develop internal fund databases, scorecards, and monitoring tools to track performance, flows, and portfolio positioning. • Produce clear, well-structured research reports and recommendations for internal stakeholders and, where relevant, clients. • Support the team in building and maintaining relationships with fund managers and third-party data providers. • Monitor rated funds on an ongoing basis, flagging material changes in performance, personnel, process, or portfolio construction. • Assist in the preparation of investment committee materials, presentations, and fund selection rationale documentation. • Keep up to date with industry trends, regulatory developments, and the competitive fund landscape. • Collaborate with portfolio managers, advisers, and other internal teams to ensure research insights are effectively communicated and applied. What you'll bring: • Experience in investment research, fund analysis, or a related role within asset management, wealth management, or a fund rating agency. • Strong understanding of fund structures, investment strategies, and performance metrics across equities, fixed income, or alternative funds (experience across multiple asset classes is a plus). • High proficiency in quantitative analysis with strong Excel skills; and experience with tools such as Morningstar Direct, Bloomberg, or FactSet. • IMC at a minimum required. CFA (Level I or above), or equivalent qualification preferred - or commitment to pursuing a relevant professional qualification. • Excellent written and verbal communication skills with an ability to present complex information in a clear and accessible way. • High attention to detail, strong organisational skills, and the ability to manage multiple workstreams simultaneously. • A genuine interest in markets, fund management, and the broader investment landscape. • Collaborative team player who can also work independently and take ownership of their coverage responsibilities. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 26 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 7% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Mar 07, 2026
Full time
Job Description We are looking for a motivated and analytically driven Investment Research Analyst to join our funds research team in London. This is an exciting opportunity for someone with a strong foundation in investment analysis who is passionate about evaluating fund managers, understanding investment processes, and contributing to asset allocation decisions. You will play a key role in supporting the team's research output across a range of active fund asset classes and strategies. What you'll do: • Conduct thorough quantitative and qualitative research on active funds across multiple asset classes, including manager due diligence, performance attribution, and peer group analysis. • Assess fund manager investment processes, philosophy, team structure, and risk management frameworks to form well-rounded views on fund quality. • Maintain and develop internal fund databases, scorecards, and monitoring tools to track performance, flows, and portfolio positioning. • Produce clear, well-structured research reports and recommendations for internal stakeholders and, where relevant, clients. • Support the team in building and maintaining relationships with fund managers and third-party data providers. • Monitor rated funds on an ongoing basis, flagging material changes in performance, personnel, process, or portfolio construction. • Assist in the preparation of investment committee materials, presentations, and fund selection rationale documentation. • Keep up to date with industry trends, regulatory developments, and the competitive fund landscape. • Collaborate with portfolio managers, advisers, and other internal teams to ensure research insights are effectively communicated and applied. What you'll bring: • Experience in investment research, fund analysis, or a related role within asset management, wealth management, or a fund rating agency. • Strong understanding of fund structures, investment strategies, and performance metrics across equities, fixed income, or alternative funds (experience across multiple asset classes is a plus). • High proficiency in quantitative analysis with strong Excel skills; and experience with tools such as Morningstar Direct, Bloomberg, or FactSet. • IMC at a minimum required. CFA (Level I or above), or equivalent qualification preferred - or commitment to pursuing a relevant professional qualification. • Excellent written and verbal communication skills with an ability to present complex information in a clear and accessible way. • High attention to detail, strong organisational skills, and the ability to manage multiple workstreams simultaneously. • A genuine interest in markets, fund management, and the broader investment landscape. • Collaborative team player who can also work independently and take ownership of their coverage responsibilities. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 26 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 7% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Job Description We are seeking an experienced Senior Research Analyst to join our investment research team at AJ Bell. In this role, you will help lead a team of fund research analysts across equity, fixed income and alternative asset classes. You will ensure ongoing coverage of existing selections, bring in high-conviction new ideas, help develop the rest of the team and contribute improvements to the broader investment research process. Your selections will support our fast growing multi-asset funds and MPS propositions, as well as the Favourite funds list for self-directed users of our platform. What you'll do: Manage the ongoing maintenance of existing picks across various sectors, across monthly reporting, six monthly manager meeting and sector reviews (exact sectors to be determined based on candidate). Regularly 'pitch' new funds onto our approved list, self-directing across desk-based analysis, in-person fund manager meetings and high-quality recommendation notes. Serve as a subject matter expert within the team, mentoring junior and mid-level analysts and setting standards for research quality and depth. Collaborate closely with portfolio managers to ensure research outputs are aligned with fund mandates, risk parameters, and investment philosophy. Monitor existing holdings, track key drivers and catalysts, and provide timely updates to the investment team. Build and maintain relationships with asset management firms and industry experts. Present investment ideas clearly and persuasively in investment committee meetings and written research notes. Stay abreast of regulatory developments, ESG considerations, and market trends relevant to the covered universe. What you'll bring: Minimum Level IV QCF Qualification Highly experienced in fund research and selection, with a demonstrated track record of selecting outperforming funds. Deep understanding of investment industry across asset classes, strategy types and vehicles. Strong quantitative capability preferred Experience covering a range of sectors/ asset classes across equities / fixed income and alternatives. Excellent written and verbal communication skills, with the ability to distil complex analysis into clear, concise investment cases. Strong commercial awareness and genuine passion for markets. Ability to work independently and lead within a collaborative team environment. CFA charterholder (or equivalent qualification) preferred. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 27 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Mar 06, 2026
Full time
Job Description We are seeking an experienced Senior Research Analyst to join our investment research team at AJ Bell. In this role, you will help lead a team of fund research analysts across equity, fixed income and alternative asset classes. You will ensure ongoing coverage of existing selections, bring in high-conviction new ideas, help develop the rest of the team and contribute improvements to the broader investment research process. Your selections will support our fast growing multi-asset funds and MPS propositions, as well as the Favourite funds list for self-directed users of our platform. What you'll do: Manage the ongoing maintenance of existing picks across various sectors, across monthly reporting, six monthly manager meeting and sector reviews (exact sectors to be determined based on candidate). Regularly 'pitch' new funds onto our approved list, self-directing across desk-based analysis, in-person fund manager meetings and high-quality recommendation notes. Serve as a subject matter expert within the team, mentoring junior and mid-level analysts and setting standards for research quality and depth. Collaborate closely with portfolio managers to ensure research outputs are aligned with fund mandates, risk parameters, and investment philosophy. Monitor existing holdings, track key drivers and catalysts, and provide timely updates to the investment team. Build and maintain relationships with asset management firms and industry experts. Present investment ideas clearly and persuasively in investment committee meetings and written research notes. Stay abreast of regulatory developments, ESG considerations, and market trends relevant to the covered universe. What you'll bring: Minimum Level IV QCF Qualification Highly experienced in fund research and selection, with a demonstrated track record of selecting outperforming funds. Deep understanding of investment industry across asset classes, strategy types and vehicles. Strong quantitative capability preferred Experience covering a range of sectors/ asset classes across equities / fixed income and alternatives. Excellent written and verbal communication skills, with the ability to distil complex analysis into clear, concise investment cases. Strong commercial awareness and genuine passion for markets. Ability to work independently and lead within a collaborative team environment. CFA charterholder (or equivalent qualification) preferred. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 27 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Sterling Williams Ltd
Peterborough, Cambridgeshire
Sterling Williams are currently supporting the hiring of an Investment Compliance Analyst on behalf of a Fund Services and Solutions business on a permanent basis - this would suit candidates with a background in Investment or Fund Operations looking to move into Compliance or Risk, or someone with 12 months in Compliance already. Investment Compliance / Risk Analyst Salary circa £30,000 - £34,000 pa plus benefits Full-time; permanent Office location: Peterborough, but hybrid working is on offer (tapering down over the first few months to 2 consecutive days a month in the office) Working within the Compliance team, the Investment Compliance and Risk Analyst will support the wider team who are responsible for the day-to-day oversight of all Funds for Authorised Corporate Director (ACD) and Administration services, from monitoring investment risk to meeting mandatory regulatory reporting standards. Manage, action, and assign emails received to the Compliance Team group inbox daily. Highlight and escalating to members of the team where required. Assist with the timely resolution of errors and complaints including escalation of significant matters and ensuring appropriate record keeping. Ensure that all errorsmplaints are recorded on the registers held and appropriate documentation is produced and retained to facilitate Compliance and Depositary reporting. Liaise with delegated Investment Managers and all in-house Operational teams over any errors arising, in order to record and reduce the number of the recurrence of breaches. Prepare monthly KPI data for error trends including commentary and analysis, participate within the Operational Risk governance committee as required. Assist with investment risk compliance oversight, including through the Funds-Axis platform data monitoring and reporting of investment and borrowing powers, liquidity, global exposure monthly reporting to the Investment Committee and thereafter quarterly risk returns submissions to the Depositary. Involvement to ensure the correct application of fair value pricing and independent pricing of assets where relevant. Maintenance of Eligible Markets and Assets listing to facilitate periodic reviews, including Fund propositions/launches and transitions to ensure investment in eligible markets, due diligence has been performed. Working cooperatively with the Depositary and Investment Manager firms. Assist with regulatory reporting and oversight, including for example the Alternative Investment Fund Managers Directive (AIFMD) returns and the European Market Infrastructure Regulations (EMIR) reconciliation confirmations. Assist in the review of the Fund's portfolio spreads on a quarterly basis in regard to those same dilution levy limits. Involvement with the implementation and regular review cycle and update of compliance and operating policies and procedures both inclusive of version control management Undertake regular reviews: an Investment Manager's report commentaries for Fund report and accounts inclusion. Regular review of Financial promotional marketing materials for the Fund(s). Completion of external party due diligence questionnaire reviews, i.e., Depositary, third parties as required. Maintain technical and regulatory capability keeping aware of market and industry developments. Providing ad-hoc support when required across the business to achieve Company objectives and goals. Involvement in the reporting of information internally and externally, including to the boards, committees and the Depositary. Participate in reviews of SLAs' and report any gaps and or discrepancies in service delivery to reporting line. Attend internal and external meetings as and when required. Technical Skills and Qualifications Required Education to A level or equivalent in English and Maths. Those without school qualifications must be able to demonstrate aptitude at an equivalent level. General understanding of investments within the Financial Service industry - with experience in investment or fund operations, or compliance & risk within the Financial Services (12 months plus) Industry qualifications e.g., IOC, CISI, IMC an advantage but not essential to the role. Good analytical skills, attention to detail, meticulous and accurate with high level of numeracy. Confident skills in the full range of Microsoft office, excellent skills within excel desirable. Ability to analyse data sets, identify and explain results and trends, with supportive clear and accurate report commentaries, make the complex simple. Committed team player with a strong sense of ownership, responsibility, and a flexible approach. Enthusiastic, highly motivated be able to work on own initiative and as part of a team. Personal Development - Manages personal and professional development, seeks opportunities for further development and skill enhancement and solicits constructive feedback in order to improve performance. A willingness to develop and learn. Good communication skills, both verbal and written, ability to liaise with all stakeholders and strong interpersonal skills to build trusting relationships.
Mar 06, 2026
Full time
Sterling Williams are currently supporting the hiring of an Investment Compliance Analyst on behalf of a Fund Services and Solutions business on a permanent basis - this would suit candidates with a background in Investment or Fund Operations looking to move into Compliance or Risk, or someone with 12 months in Compliance already. Investment Compliance / Risk Analyst Salary circa £30,000 - £34,000 pa plus benefits Full-time; permanent Office location: Peterborough, but hybrid working is on offer (tapering down over the first few months to 2 consecutive days a month in the office) Working within the Compliance team, the Investment Compliance and Risk Analyst will support the wider team who are responsible for the day-to-day oversight of all Funds for Authorised Corporate Director (ACD) and Administration services, from monitoring investment risk to meeting mandatory regulatory reporting standards. Manage, action, and assign emails received to the Compliance Team group inbox daily. Highlight and escalating to members of the team where required. Assist with the timely resolution of errors and complaints including escalation of significant matters and ensuring appropriate record keeping. Ensure that all errorsmplaints are recorded on the registers held and appropriate documentation is produced and retained to facilitate Compliance and Depositary reporting. Liaise with delegated Investment Managers and all in-house Operational teams over any errors arising, in order to record and reduce the number of the recurrence of breaches. Prepare monthly KPI data for error trends including commentary and analysis, participate within the Operational Risk governance committee as required. Assist with investment risk compliance oversight, including through the Funds-Axis platform data monitoring and reporting of investment and borrowing powers, liquidity, global exposure monthly reporting to the Investment Committee and thereafter quarterly risk returns submissions to the Depositary. Involvement to ensure the correct application of fair value pricing and independent pricing of assets where relevant. Maintenance of Eligible Markets and Assets listing to facilitate periodic reviews, including Fund propositions/launches and transitions to ensure investment in eligible markets, due diligence has been performed. Working cooperatively with the Depositary and Investment Manager firms. Assist with regulatory reporting and oversight, including for example the Alternative Investment Fund Managers Directive (AIFMD) returns and the European Market Infrastructure Regulations (EMIR) reconciliation confirmations. Assist in the review of the Fund's portfolio spreads on a quarterly basis in regard to those same dilution levy limits. Involvement with the implementation and regular review cycle and update of compliance and operating policies and procedures both inclusive of version control management Undertake regular reviews: an Investment Manager's report commentaries for Fund report and accounts inclusion. Regular review of Financial promotional marketing materials for the Fund(s). Completion of external party due diligence questionnaire reviews, i.e., Depositary, third parties as required. Maintain technical and regulatory capability keeping aware of market and industry developments. Providing ad-hoc support when required across the business to achieve Company objectives and goals. Involvement in the reporting of information internally and externally, including to the boards, committees and the Depositary. Participate in reviews of SLAs' and report any gaps and or discrepancies in service delivery to reporting line. Attend internal and external meetings as and when required. Technical Skills and Qualifications Required Education to A level or equivalent in English and Maths. Those without school qualifications must be able to demonstrate aptitude at an equivalent level. General understanding of investments within the Financial Service industry - with experience in investment or fund operations, or compliance & risk within the Financial Services (12 months plus) Industry qualifications e.g., IOC, CISI, IMC an advantage but not essential to the role. Good analytical skills, attention to detail, meticulous and accurate with high level of numeracy. Confident skills in the full range of Microsoft office, excellent skills within excel desirable. Ability to analyse data sets, identify and explain results and trends, with supportive clear and accurate report commentaries, make the complex simple. Committed team player with a strong sense of ownership, responsibility, and a flexible approach. Enthusiastic, highly motivated be able to work on own initiative and as part of a team. Personal Development - Manages personal and professional development, seeks opportunities for further development and skill enhancement and solicits constructive feedback in order to improve performance. A willingness to develop and learn. Good communication skills, both verbal and written, ability to liaise with all stakeholders and strong interpersonal skills to build trusting relationships.
Finance Analyst - Fully Qualified Accountant Salary: £45,000-£50,000 + excellent benefits (Work Level 6) Location: Manchester / Scunthorpe (hybrid - typically 2-3 days across both locations, including at least one day per week in Scunthorpe) Overview We're working with a large, fast-growing organisation undergoing a period of transformation and investment. As they strengthen their financial planning and reporting capability, they're looking for a fully qualified Finance Analyst to deliver high-quality insight, modelling, and performance reporting across key business areas. This is a great opportunity to join a business with a refreshed structure, ambitious growth plans, and a real commitment to improving forecasting, reporting, and financial decision-making. Why this role matters The organisation is focused on enhancing its commercial proposition, improving financial performance, and supporting better long-term planning. This role is central to that ambition, helping to: shape budgets, forecasts, and long-range plans provide data-driven insight that supports operational and strategic decisions improve the consistency of financial reporting identify risks, opportunities, and performance trends You'll be at the heart of the planning cycle, supporting senior stakeholders with accurate analysis and clear, actionable insight. What you'll do Build financial plans using robust modelling techniques and sound assumptions Develop forecasts, budgets and multi-year strategic plans Consolidate inputs and produce high-quality performance reporting packs Own monthly reporting for your designated area Analyse financial results and explain key variances across P&L, balance sheet and cash flow Deliver reconciliations and deep-dive analysis to support business partners Present financial information clearly to both finance and non-finance audiences Build strong relationships across operational and strategic teams Support continuous improvement of forecasting and reporting processes Champion planning and reporting tools, offering guidance to colleagues where needed What you'll bring A full accountancy qualification (ACA, ACCA, CIMA) - essential Strong experience across forecasting, budgeting, P&L, balance sheet and cash flow Excellent Excel skills (advanced formulas, VLOOKUPs, pivot tables) and familiarity with planning/reporting tools Strong analytical mindset with exceptional attention to detail Ability to prioritise and work effectively in a fast-paced environment Confidence presenting financial insights to diverse audiences A proactive approach with a focus on process improvement and adding value Strong business partnering experience and the ability to influence decisions If you're looking for a role where you can make a real impact, grow your analytical capability, and support a business undergoing meaningful change, we'd love to hear from you. Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
Mar 04, 2026
Full time
Finance Analyst - Fully Qualified Accountant Salary: £45,000-£50,000 + excellent benefits (Work Level 6) Location: Manchester / Scunthorpe (hybrid - typically 2-3 days across both locations, including at least one day per week in Scunthorpe) Overview We're working with a large, fast-growing organisation undergoing a period of transformation and investment. As they strengthen their financial planning and reporting capability, they're looking for a fully qualified Finance Analyst to deliver high-quality insight, modelling, and performance reporting across key business areas. This is a great opportunity to join a business with a refreshed structure, ambitious growth plans, and a real commitment to improving forecasting, reporting, and financial decision-making. Why this role matters The organisation is focused on enhancing its commercial proposition, improving financial performance, and supporting better long-term planning. This role is central to that ambition, helping to: shape budgets, forecasts, and long-range plans provide data-driven insight that supports operational and strategic decisions improve the consistency of financial reporting identify risks, opportunities, and performance trends You'll be at the heart of the planning cycle, supporting senior stakeholders with accurate analysis and clear, actionable insight. What you'll do Build financial plans using robust modelling techniques and sound assumptions Develop forecasts, budgets and multi-year strategic plans Consolidate inputs and produce high-quality performance reporting packs Own monthly reporting for your designated area Analyse financial results and explain key variances across P&L, balance sheet and cash flow Deliver reconciliations and deep-dive analysis to support business partners Present financial information clearly to both finance and non-finance audiences Build strong relationships across operational and strategic teams Support continuous improvement of forecasting and reporting processes Champion planning and reporting tools, offering guidance to colleagues where needed What you'll bring A full accountancy qualification (ACA, ACCA, CIMA) - essential Strong experience across forecasting, budgeting, P&L, balance sheet and cash flow Excellent Excel skills (advanced formulas, VLOOKUPs, pivot tables) and familiarity with planning/reporting tools Strong analytical mindset with exceptional attention to detail Ability to prioritise and work effectively in a fast-paced environment Confidence presenting financial insights to diverse audiences A proactive approach with a focus on process improvement and adding value Strong business partnering experience and the ability to influence decisions If you're looking for a role where you can make a real impact, grow your analytical capability, and support a business undergoing meaningful change, we'd love to hear from you. Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
About the opportunity Contentful is a leading intelligent composable content platform that has evolved from a pioneer in headless CMS into a comprehensive Digital Experience Platform (DXP) for the modern enterprise. By decoupling content from its presentation layer, Contentful enables more than 4,200 organizations-including 30% of the Fortune 500-to create, manage, and deliver seamless digital experiences across any channel, from mobile apps and websites to voice assistants and digital signage. Contentful provides native AI and real-time personalization to help brand, marketing, and engineering teams collaborate more effectively and scale their digital footprints without the constraints of traditional, monolithic systems. The Role The Director of Product Marketing is the primary strategist for our market positioning and the arbiter of our competitive standards. Reporting to the VP of Product Marketing, you serve as the bridge between high-level brand vision and the granular reality of the product roadmap. You don't just observe the market; you identify strategic gaps to out-position the competition and codify the technical logic that establishes our platform as the benchmark for the modern DXP and CMS categories. You own the translation layer between Product Development and the market, possessing the technical depth and knowledge of buyer personas to feel equally comfortable building architectural frameworks for a CTO or crafting a strategic vision to justify enterprise value to a CMO. By synthesizing market intelligence into actionable requirements, you actively shape the product roadmap and turn complex technical milestones into a visionary narrative for the world's most sophisticated enterprises. As a player/coach for a distributed US/EMEA team, you are as comfortable brainstorming five-year category shifts with the VP of Product Marketing as you are line-editing a practitioner-level technical blog. You elevate your team's technical acumen by teaching them how to find the 'human story' inside a technical feature. What to expect? Positioning & Messaging: Own the master product messaging and positioning frameworks for the products that define our business. You ensure that our platform is not viewed as a mere utility, but as a critical strategic investment for digital transformation. Prod Dev Collaboration: Act as the primary liaison to the Product Management organization. You will work in tight coordination with product leaders to ensure the roadmap is influenced by market needs and that technical milestones are translated into high-impact value propositions. Cross-functional Collaboration: Serve as the narrative connective tissue between Product, Sales, Analyst Relations, and Corporate Marketing teams. You will collaborate with the Director of Go-To-Market Product Marketing to ensure the core messaging is successfully integrated into global campaigns, enablement, and sales motions. Creation of Product Marketing Artifacts: Personally, and with the team, develop and maintain the foundational assets that represent our business, including core corporate decks and platform-level narratives. You ensure that the company's most visible materials are accurate and compelling. Team Leadership: Direct a high-performing Core PMM team across multiple time zones, including actively investing in your team's growth, delivering thoughtful feedback and elevating their ability to operate with both technical depth and executive-level clarity. This position is remote, but expected to travel to the Berlin office at least once per quarter. What you need to be successful? At least 8 - 10 years of experience in Product Marketing or a related strategic function within B2B SaaS, and 3-5 years of experience leading a team. Direct experience in CMS, DXP, or Personalization technology is highly preferred. Exceptional Communication: You are a gifted writer and an accomplished public speaker. You possess the presence to influence C-level stakeholders and the technical depth to earn the respect of product architects. Instructional Management Style: You have a proven track record of managing global teams (US and EMEA) and a passion for mentoring. You enjoy the process of reviewing work and coaching your team to achieve a higher standard of output. Technical Acumen: You possess hands-on fluency in modern software architecture. You can read API documentation and credibly challenge product and engineering partners while shaping external narratives around headless configurations and composable digital ecosystems. You can explain the "how" just as well as the "why." Judgment and Precision: You have a refined sense of timing and tone, knowing exactly how to adjust a message based on market shifts or the specific needs of an analyst or enterprise buyer. What's in it for you? Join an ambitious tech company reshaping the way people build digital experiences Full-time employees receive Stock Options for the opportunity to share in the success of our company Fertility and family building benefits, including a lifetime reimbursable wallet to support your growing family. We value Work-Life balance and You Time! A generous amount of paid time off, including vacation days, sick days, education days, compassion days for loss, and volunteer days Use your personal annual education budget to improve your skills and grow in your career Enjoy a full range of virtual and in-person events, including workshops, guest speakers, and fun team activities, supporting learning and networking exchange beyond the usual work duties An annual wellbeing stipend to care for your physical, financial, or emotional health A monthly communication phone/internet stipend and phone hardware upgrade reimbursement. New hire office equipment stipend for hybrid or distributed employees. Get the gear you need to work at your best. Who are we? Contentful is a leading digital experience platform that helps modern businesses meet the growing demand for engaging, personalized content at scale. By blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,200 organizations worldwide. More than 700 people from more than 70 nations contribute their energy and creativity to Contentful, working from hubs in Berlin, Denver, San Francisco, London, New York, and distributed worldwide. Everyone is welcome here! "Everyone is welcome here" is a celebrated component of our culture. At Contentful, we strive to create an inclusive environment that empowers our employees. We believe that our products and services benefit from our diverse backgrounds and experiences, and we are proud to be an equal opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, national origin, religion, sexual orientation, gender, gender identity, age, physical dis ability, or length of time spent unemployed. We invite you to apply and join us! If you need reasonable accommodations at any point during the application or interview process, please let your recruiting coordinator know. Please be aware of scammers who may fraudulently allege to be from Contentful. These types of fraud can be carried out through copycat websites, fake email addresses claiming to be from our company, or social media. We do not ask for your personal information, such as bank account numbers, identification numbers, etc, through social media or chat-based apps, nor do we request or send money for the purchase of business equipment. If you suspect fraud, please report it to your local authorities, as well as reach out to us at with any information you may have. By clicking "Apply for this job," I acknowledge that I have read the "Contentful's Candidate Privacy Notice" and hereby consent to the collection, processing, use, and storage of my personal information as described therein.
Feb 28, 2026
Full time
About the opportunity Contentful is a leading intelligent composable content platform that has evolved from a pioneer in headless CMS into a comprehensive Digital Experience Platform (DXP) for the modern enterprise. By decoupling content from its presentation layer, Contentful enables more than 4,200 organizations-including 30% of the Fortune 500-to create, manage, and deliver seamless digital experiences across any channel, from mobile apps and websites to voice assistants and digital signage. Contentful provides native AI and real-time personalization to help brand, marketing, and engineering teams collaborate more effectively and scale their digital footprints without the constraints of traditional, monolithic systems. The Role The Director of Product Marketing is the primary strategist for our market positioning and the arbiter of our competitive standards. Reporting to the VP of Product Marketing, you serve as the bridge between high-level brand vision and the granular reality of the product roadmap. You don't just observe the market; you identify strategic gaps to out-position the competition and codify the technical logic that establishes our platform as the benchmark for the modern DXP and CMS categories. You own the translation layer between Product Development and the market, possessing the technical depth and knowledge of buyer personas to feel equally comfortable building architectural frameworks for a CTO or crafting a strategic vision to justify enterprise value to a CMO. By synthesizing market intelligence into actionable requirements, you actively shape the product roadmap and turn complex technical milestones into a visionary narrative for the world's most sophisticated enterprises. As a player/coach for a distributed US/EMEA team, you are as comfortable brainstorming five-year category shifts with the VP of Product Marketing as you are line-editing a practitioner-level technical blog. You elevate your team's technical acumen by teaching them how to find the 'human story' inside a technical feature. What to expect? Positioning & Messaging: Own the master product messaging and positioning frameworks for the products that define our business. You ensure that our platform is not viewed as a mere utility, but as a critical strategic investment for digital transformation. Prod Dev Collaboration: Act as the primary liaison to the Product Management organization. You will work in tight coordination with product leaders to ensure the roadmap is influenced by market needs and that technical milestones are translated into high-impact value propositions. Cross-functional Collaboration: Serve as the narrative connective tissue between Product, Sales, Analyst Relations, and Corporate Marketing teams. You will collaborate with the Director of Go-To-Market Product Marketing to ensure the core messaging is successfully integrated into global campaigns, enablement, and sales motions. Creation of Product Marketing Artifacts: Personally, and with the team, develop and maintain the foundational assets that represent our business, including core corporate decks and platform-level narratives. You ensure that the company's most visible materials are accurate and compelling. Team Leadership: Direct a high-performing Core PMM team across multiple time zones, including actively investing in your team's growth, delivering thoughtful feedback and elevating their ability to operate with both technical depth and executive-level clarity. This position is remote, but expected to travel to the Berlin office at least once per quarter. What you need to be successful? At least 8 - 10 years of experience in Product Marketing or a related strategic function within B2B SaaS, and 3-5 years of experience leading a team. Direct experience in CMS, DXP, or Personalization technology is highly preferred. Exceptional Communication: You are a gifted writer and an accomplished public speaker. You possess the presence to influence C-level stakeholders and the technical depth to earn the respect of product architects. Instructional Management Style: You have a proven track record of managing global teams (US and EMEA) and a passion for mentoring. You enjoy the process of reviewing work and coaching your team to achieve a higher standard of output. Technical Acumen: You possess hands-on fluency in modern software architecture. You can read API documentation and credibly challenge product and engineering partners while shaping external narratives around headless configurations and composable digital ecosystems. You can explain the "how" just as well as the "why." Judgment and Precision: You have a refined sense of timing and tone, knowing exactly how to adjust a message based on market shifts or the specific needs of an analyst or enterprise buyer. What's in it for you? Join an ambitious tech company reshaping the way people build digital experiences Full-time employees receive Stock Options for the opportunity to share in the success of our company Fertility and family building benefits, including a lifetime reimbursable wallet to support your growing family. We value Work-Life balance and You Time! A generous amount of paid time off, including vacation days, sick days, education days, compassion days for loss, and volunteer days Use your personal annual education budget to improve your skills and grow in your career Enjoy a full range of virtual and in-person events, including workshops, guest speakers, and fun team activities, supporting learning and networking exchange beyond the usual work duties An annual wellbeing stipend to care for your physical, financial, or emotional health A monthly communication phone/internet stipend and phone hardware upgrade reimbursement. New hire office equipment stipend for hybrid or distributed employees. Get the gear you need to work at your best. Who are we? Contentful is a leading digital experience platform that helps modern businesses meet the growing demand for engaging, personalized content at scale. By blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,200 organizations worldwide. More than 700 people from more than 70 nations contribute their energy and creativity to Contentful, working from hubs in Berlin, Denver, San Francisco, London, New York, and distributed worldwide. Everyone is welcome here! "Everyone is welcome here" is a celebrated component of our culture. At Contentful, we strive to create an inclusive environment that empowers our employees. We believe that our products and services benefit from our diverse backgrounds and experiences, and we are proud to be an equal opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, national origin, religion, sexual orientation, gender, gender identity, age, physical dis ability, or length of time spent unemployed. We invite you to apply and join us! If you need reasonable accommodations at any point during the application or interview process, please let your recruiting coordinator know. Please be aware of scammers who may fraudulently allege to be from Contentful. These types of fraud can be carried out through copycat websites, fake email addresses claiming to be from our company, or social media. We do not ask for your personal information, such as bank account numbers, identification numbers, etc, through social media or chat-based apps, nor do we request or send money for the purchase of business equipment. If you suspect fraud, please report it to your local authorities, as well as reach out to us at with any information you may have. By clicking "Apply for this job," I acknowledge that I have read the "Contentful's Candidate Privacy Notice" and hereby consent to the collection, processing, use, and storage of my personal information as described therein.
Job Title Actuarial Manager, Deal Pricing, Savings & Retirement Job Description # The Team The Savings & Retirement (S&R) team at Pacific Life Re is responsible for sourcing opportunities and executing reinsurance transactions with clients in our target global retirement markets. We deliver bespoke reinsurance solutions to our clients to support policyholders' retirement needs and financial goals. The Deal Pricing team within S&R is responsible for pricing all products and reinsurance structures across our global markets.This role operates on a hybrid schedule, eventually requiring a 4-day per week in-office schedule by late-2027. Key Responsibilities: The team focusses on the cashflow & capital modelling, ensuring the specific products & risks are appropriately captured in pricing. We will produce the deal metrics to ensure these meet all pricing hurdles & governance requirements. We are responsible for setting the investment strategy for funded transactions and seek to optimize this within our investment risk tolerances. We achieve this by working closely with the ALM and investment management teams. Working with the client solutions team we have a strong focus on optimizing deal structuring to provide clients with a strong commercial package whilst ensuring an efficient capital structure for PL Re. The team is responsible for the pricing activities related to treaty execution, and ensuring the required information is handed over to the S&R inforce management team for implementation. The Role We have an exciting opportunity for an individual with strong technical skills from either an actuarial or investment background to join the S&R Deal Pricing team. Responsibilities of the role include: Take ownership in leading quotes across S&R products and markets. Drive success from encouraging and developing deal teams. Take ownership for developing our asset pricing approaches and working with the AVP, Deal Pricing to implemented & obtain approvals for new approaches to improve pricing Identify inefficiencies in pricing processes & controls and lead projects implementing improvements to address these as part of PL Re's drive for process enhancements. Understanding of macroeconomic assumptions (interest rates, credit spreads, FX) impact on pricing. Being able to obtain and interpret required investment data from Bloomberg and from investment teams. Understand the drivers of capital requirements for S&R products and how these vary under different reinsurance structures. This includes across economic capital, Bermuda Monetary Authority and NAIC RBC regimes. Working with the S&R Insurance Pricing team on understanding benefit structures and developing the insurance basis for S&R transactions. Following financial markets and being able to translate and explain changes in the market conditions into changes to pricing. Work with the asset management team to agree investment assumptions for pricing. Work with the client solutions team to continually develop our proposition and look for and build strategies that manage and mitigate risks such as currency, inflation etc. Manage pricing actuaries & analysts in the team and ensure their technical & soft skills development. Qualifications & Experience Core skills and experience: Strong technical skills necessary to build & run actuarial/asset models and interpret the results. Prior experience in Pricing is beneficial but not essential. Broad understanding of capital modelling, asset risks & strategies for liability driven investments is desirable Professional qualifications (FSA, IFoA, CFA or similar) with 5+ years of professional experience in an investment or actuarial team. Ability to work independently on critically reviewing numbers coming out of the model, understanding what drives changes, sense-checking results and suggesting improvements to drive price benefits Deal focused individual. Able to work to tight timelines and periods of high-pressure to deliver on pricing commitments to internal stakeholders and clients, often across multiple deals simultaneously. Strong experience of Excel and actuarial/asset modelling software (e.g. Tyche, Bloomberg) Good understanding of market risks (interest rates, FX, credit spread, liquidity) and how they impact insurance capitalization. Understanding of insurance company balance sheets including insurance capital frameworks Strong communication skills. Able to communicate complex actuarial concepts to a range of audiences both verbally and written. Track record of stakeholder management & seeking approvals/pitching. Able to adapt to changing priorities and switch focus seamlessly.Whilst candidates do not need all of the experience & skills listed above, they should be able to demonstrate competencies in a sufficient number to be considered for this position. Working For Pacific Life Re Every person in our global team is valued for the unique qualities they bring to our business and we seek to build their expertise and support their individual ambitions at every step. Of course, we take our work seriously and we know our team can operate under great pressure. We work hard and thrive on achievement, but we also know how to have fun and relax too. We regularly host a range of team building days to strengthen our team's connection with each other and reflect on their successes.Providing employees with a healthy work-life balance is very important to our culture. We have a wide range of employee benefits and we host regular social activities and well being initiatives. We are also committed to supporting our employee's involvement in their communities, by actively fundraising, hosting charity events and overseeing volunteering opportunities. Benefits (Only for Permanent and Fixed Term Employees) Leave 25 days of annual leave with option to buy/sell more days Adoption and fertility leave Generous enhanced parental leaveHealthcare Comprehensive private insurance coverage for employee and dependents Group Life Insurance coverage of 9x basic annual salary and Group Income Protection up to 75% of basic annual salary Optical benefitsSavings & Retirement 15% combined employee/employer contributionsWellness Subsidized gym membership Access to Employee Assistance Program Cycle to Work and Electric Car Salary Sacrifice Scheme Time off for volunteering Charitable matching of employee donationsAs part of our commitment to diversity and inclusion, we will provide reasonable adjustments during the recruitment process to ensure equal access to applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure that suitable adjustments are made, where possible. Pacific Life Re Values At Pacific Life Re, our vision is to bring an innovative and dynamic approach to the marketplace. Our global team is not afraid to disrupt and challenge industry thinking to provide the best life and health reinsurance services possible. Working in some of the most complex and fast-moving markets has taught us that knowledge and innovation go hand in hand. Today, we are continuing our rapid growth internationally with offices across Europe, Asia, North America, Australia, and Bermuda. With over 1000 employees across the globe, we take pride in our inclusive culture, underpinned by our values and behaviours, providing an environment where everyone can grow and develop.
Feb 27, 2026
Full time
Job Title Actuarial Manager, Deal Pricing, Savings & Retirement Job Description # The Team The Savings & Retirement (S&R) team at Pacific Life Re is responsible for sourcing opportunities and executing reinsurance transactions with clients in our target global retirement markets. We deliver bespoke reinsurance solutions to our clients to support policyholders' retirement needs and financial goals. The Deal Pricing team within S&R is responsible for pricing all products and reinsurance structures across our global markets.This role operates on a hybrid schedule, eventually requiring a 4-day per week in-office schedule by late-2027. Key Responsibilities: The team focusses on the cashflow & capital modelling, ensuring the specific products & risks are appropriately captured in pricing. We will produce the deal metrics to ensure these meet all pricing hurdles & governance requirements. We are responsible for setting the investment strategy for funded transactions and seek to optimize this within our investment risk tolerances. We achieve this by working closely with the ALM and investment management teams. Working with the client solutions team we have a strong focus on optimizing deal structuring to provide clients with a strong commercial package whilst ensuring an efficient capital structure for PL Re. The team is responsible for the pricing activities related to treaty execution, and ensuring the required information is handed over to the S&R inforce management team for implementation. The Role We have an exciting opportunity for an individual with strong technical skills from either an actuarial or investment background to join the S&R Deal Pricing team. Responsibilities of the role include: Take ownership in leading quotes across S&R products and markets. Drive success from encouraging and developing deal teams. Take ownership for developing our asset pricing approaches and working with the AVP, Deal Pricing to implemented & obtain approvals for new approaches to improve pricing Identify inefficiencies in pricing processes & controls and lead projects implementing improvements to address these as part of PL Re's drive for process enhancements. Understanding of macroeconomic assumptions (interest rates, credit spreads, FX) impact on pricing. Being able to obtain and interpret required investment data from Bloomberg and from investment teams. Understand the drivers of capital requirements for S&R products and how these vary under different reinsurance structures. This includes across economic capital, Bermuda Monetary Authority and NAIC RBC regimes. Working with the S&R Insurance Pricing team on understanding benefit structures and developing the insurance basis for S&R transactions. Following financial markets and being able to translate and explain changes in the market conditions into changes to pricing. Work with the asset management team to agree investment assumptions for pricing. Work with the client solutions team to continually develop our proposition and look for and build strategies that manage and mitigate risks such as currency, inflation etc. Manage pricing actuaries & analysts in the team and ensure their technical & soft skills development. Qualifications & Experience Core skills and experience: Strong technical skills necessary to build & run actuarial/asset models and interpret the results. Prior experience in Pricing is beneficial but not essential. Broad understanding of capital modelling, asset risks & strategies for liability driven investments is desirable Professional qualifications (FSA, IFoA, CFA or similar) with 5+ years of professional experience in an investment or actuarial team. Ability to work independently on critically reviewing numbers coming out of the model, understanding what drives changes, sense-checking results and suggesting improvements to drive price benefits Deal focused individual. Able to work to tight timelines and periods of high-pressure to deliver on pricing commitments to internal stakeholders and clients, often across multiple deals simultaneously. Strong experience of Excel and actuarial/asset modelling software (e.g. Tyche, Bloomberg) Good understanding of market risks (interest rates, FX, credit spread, liquidity) and how they impact insurance capitalization. Understanding of insurance company balance sheets including insurance capital frameworks Strong communication skills. Able to communicate complex actuarial concepts to a range of audiences both verbally and written. Track record of stakeholder management & seeking approvals/pitching. Able to adapt to changing priorities and switch focus seamlessly.Whilst candidates do not need all of the experience & skills listed above, they should be able to demonstrate competencies in a sufficient number to be considered for this position. Working For Pacific Life Re Every person in our global team is valued for the unique qualities they bring to our business and we seek to build their expertise and support their individual ambitions at every step. Of course, we take our work seriously and we know our team can operate under great pressure. We work hard and thrive on achievement, but we also know how to have fun and relax too. We regularly host a range of team building days to strengthen our team's connection with each other and reflect on their successes.Providing employees with a healthy work-life balance is very important to our culture. We have a wide range of employee benefits and we host regular social activities and well being initiatives. We are also committed to supporting our employee's involvement in their communities, by actively fundraising, hosting charity events and overseeing volunteering opportunities. Benefits (Only for Permanent and Fixed Term Employees) Leave 25 days of annual leave with option to buy/sell more days Adoption and fertility leave Generous enhanced parental leaveHealthcare Comprehensive private insurance coverage for employee and dependents Group Life Insurance coverage of 9x basic annual salary and Group Income Protection up to 75% of basic annual salary Optical benefitsSavings & Retirement 15% combined employee/employer contributionsWellness Subsidized gym membership Access to Employee Assistance Program Cycle to Work and Electric Car Salary Sacrifice Scheme Time off for volunteering Charitable matching of employee donationsAs part of our commitment to diversity and inclusion, we will provide reasonable adjustments during the recruitment process to ensure equal access to applicants with disabilities. Please contact us about your needs so that we can discuss these with you to make sure that suitable adjustments are made, where possible. Pacific Life Re Values At Pacific Life Re, our vision is to bring an innovative and dynamic approach to the marketplace. Our global team is not afraid to disrupt and challenge industry thinking to provide the best life and health reinsurance services possible. Working in some of the most complex and fast-moving markets has taught us that knowledge and innovation go hand in hand. Today, we are continuing our rapid growth internationally with offices across Europe, Asia, North America, Australia, and Bermuda. With over 1000 employees across the globe, we take pride in our inclusive culture, underpinned by our values and behaviours, providing an environment where everyone can grow and develop.
Your new company An opportunity has arisen to join one of the UK's leading investment houses, who specialise in providing low-cost investment platforms to personal investors. They offer direct access to their own range of funds and focus heavily on simplicity and cost-efficiency. The organisation offers a range of tax-efficient products including Stocks & Shares, ISA's and personal pensions (SIPPS), making it well-suited to UK investors prioritising retirement planning and consistent market-based growth. Your new role An opportunity has arisen for a Head of Product/ Proposition governance to help to shape the governance framework and drive strategic planning to evolve and deliver exceptional client outcomes to retail customers. You will be required to lead cross-functional change initiatives whilst also guiding a team of governance analysts and contribute to strategic planning that influences the future of the platform. Key duties include: Stay Ahead of Trends: Monitor industry and market developments, advising senior leadership on competitive trends and recommending enhancements to capabilities and services. Shape Governance Framework: Enhance governance to support an industry-leading wrapped platform, enabling seamless access to investment products, wrappers, and client-centric services. Lead and Develop Talent: Hire, coach, and mentor a team of governance analysts. Set performance standards, review progress, and make informed compensation decisions. Drive Strategic Analysis: Lead complex business, competitive, and product analyses. Define problems, plan research, and guide diagnosis to deliver actionable insights. Deliver Impactful Recommendations: Synthesise findings into compelling recommendations and present through white papers, case studies, and strategic materials. Turn Data into Insight: Interpret and analyse highly complex data, ensuring accuracy and crafting it into clear, actionable narratives for senior stakeholders. Collaborate on Special Projects: Participate in strategic initiatives and other duties as required What you'll need to succeed Experience in a similar role - Product, Proposition - with knowledge of retail proposition governance Project Management experience Knowledge of the Retail investing industry Strong senior level stakeholder engagement Proven ability to lead teams, manage complex analysis and influence strategic outcomes Strong business acumen, data interpretation skills, and ability to craft compelling narratives. What you'll get in return Basic salary up to 120K 30% discretionary bonus and 13500 partnership bonus (all of these are targets) Several other benefits Hybrid working - 3 days in the office What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Feb 27, 2026
Full time
Your new company An opportunity has arisen to join one of the UK's leading investment houses, who specialise in providing low-cost investment platforms to personal investors. They offer direct access to their own range of funds and focus heavily on simplicity and cost-efficiency. The organisation offers a range of tax-efficient products including Stocks & Shares, ISA's and personal pensions (SIPPS), making it well-suited to UK investors prioritising retirement planning and consistent market-based growth. Your new role An opportunity has arisen for a Head of Product/ Proposition governance to help to shape the governance framework and drive strategic planning to evolve and deliver exceptional client outcomes to retail customers. You will be required to lead cross-functional change initiatives whilst also guiding a team of governance analysts and contribute to strategic planning that influences the future of the platform. Key duties include: Stay Ahead of Trends: Monitor industry and market developments, advising senior leadership on competitive trends and recommending enhancements to capabilities and services. Shape Governance Framework: Enhance governance to support an industry-leading wrapped platform, enabling seamless access to investment products, wrappers, and client-centric services. Lead and Develop Talent: Hire, coach, and mentor a team of governance analysts. Set performance standards, review progress, and make informed compensation decisions. Drive Strategic Analysis: Lead complex business, competitive, and product analyses. Define problems, plan research, and guide diagnosis to deliver actionable insights. Deliver Impactful Recommendations: Synthesise findings into compelling recommendations and present through white papers, case studies, and strategic materials. Turn Data into Insight: Interpret and analyse highly complex data, ensuring accuracy and crafting it into clear, actionable narratives for senior stakeholders. Collaborate on Special Projects: Participate in strategic initiatives and other duties as required What you'll need to succeed Experience in a similar role - Product, Proposition - with knowledge of retail proposition governance Project Management experience Knowledge of the Retail investing industry Strong senior level stakeholder engagement Proven ability to lead teams, manage complex analysis and influence strategic outcomes Strong business acumen, data interpretation skills, and ability to craft compelling narratives. What you'll get in return Basic salary up to 120K 30% discretionary bonus and 13500 partnership bonus (all of these are targets) Several other benefits Hybrid working - 3 days in the office What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Overview We're looking for a dynamic Transformation Analyst to join our team. This is a broad role with significant influence over the strategic direction of the company, responsible for enhancing understanding, decision-making, and execution across key areas of the business and operations. As the company undergoes rapid growth and expansion, this high impact role will support and lead transformation initiatives within a unit focused on Change and Transformation. These include driving adoption of mission critical processes and providing actionable insights through detailed analysis to identify opportunities for growth, automation, and operational efficiencies. You will work on cutting edge technology with leaders across the business. The role is expected to grow, offering opportunities to develop into key managerial positions within Operations, AI Product, or Technology. The role supports the Transformation Director and requires close collaboration with senior leadership, including Cleveland executives, to analyse existing processes and identify opportunities to drive efficiency through enhanced output or automation. You will help drive complex transformation projects from inception to completion-defining scope, coordinating cross functional teams, managing timelines and budgets, and delivering measurable outcomes aligned to strategic objectives with clear ROI tracking. You will likely contribute to projects that leverage generative AI to integrate, automate, and enhance business processes, from transforming member engagement to developing agentic frameworks that enable departments to operate more efficiently, or designing and launching new service channels. Key Responsibilities Assist on end-to-end tech & AI driven transformation projects, including planning, execution, and monitoring of progress. Identify areas for improvement and develop strategies to optimise business processes whilst being able to evaluate potential return on investment. Collaborate with cross-functional teams to drive change and ensure successful implementation of transformation initiatives. Conduct detailed analysis of business operations, identify gaps, and propose innovative solutions including areas where automation and application of AI will drive a step change in workflow and impact. Monitor and evaluate the effectiveness of strategy, change or transformation initiatives, making adjustments as necessary. Analytics, reporting and instrumenting the business: development of analysis, dashboards and KPIs to help manage the business effectively, identifying key metrics and building confidence in data-driven decisions by managers and Ten leaders Operational analysis: understanding workforce operational processes, and identify areas of optimisation opportunities, understanding profitability across different geographies, channels, or propositions, to better drive operational efficiencies and improvements. Skills & Qualifications Bachelor's degree in Engineering, Mathematics, Computer Science, or a related field. 2+ years of professional experience within a professional services environment (e.g., management consulting, investment banking, or an accounting firm). Proven experience delivering process or performance improvement initiatives, with working knowledge of methodologies such as Six Sigma, Lean, or similar frameworks. Recent hands-on experience with some of the following tools and technologies: Data Visualization: Tableau, Power BI, QlikView, Looker Data Transformation & Querying: SQL, M Code, DAX, or similar Automation Languages: Python, Java, C#, R, or similar Automation Tools: Power Automate, UiPath, Blue Prism, Alteryx, Zapier Workflow Automation / Scripting: VBA, Shell Scripting, JavaScript Experience managing or contributing to multiple projects simultaneously, ensuring timely and high-quality delivery. Strong analytical and problem-solving capabilities. Excellent interpersonal and communication skills, with the ability to collaborate effectively across cross-functional teams and influence stakeholders. Guidelines for Hybrid/Home Office option Please note that this role operates on a hybrid working model, with a minimum of 2 days per week in the office. Regular in-office presence is important to support collaboration, team connection, and effective cross-functional working. For this reason, the hybrid arrangement is a core requirement of the role. A secure home office at your confirmed address, free from background noise or other distractions Internet service must meet minimum requirements and minimum speed check must be complete Our people are at the heart of the business and we have a culture of recognition and reward - both through regular appraisals but also annual Extra Mile Awards where we celebrate those who have gone that extra mile in their role. We also encourage all our staff to incorporate their aspirations and interests into their career at Ten and we are there every step of the way in supporting development. Rewards designed around you A competitive salary depending on experience, plus a performance-based bonus. Hybrid working. You can combine working from home and working from the office. Paid time away from work. Our employees enjoy a competitive paid time off package, including a paid day each year to volunteer time for a good cause that is important to them. Paid Sabbaticals. One (1) month paid Sabbatical after every 5 years of Service, without tapping into annual leave. Extra Rewards. Lucrative Ten Loyalty Rewards program which includes a bonus and gift to say thank you for being part of Ten. Remote Working Holidays - possibilities to Travel and Work anywhere in the world! Employee Discounts. Access to lots of great travel and entertainment discounts as our clients' members would! Be part of our global, dynamic, and inclusive Team, with diversity at its core. Genuine career opportunities within a dynamic and international company. Who We Are Ten Lifestyle Group is an AIM-listed global travel and lifestyle concierge company founded in 1998 by Alex Cheatle and Andrew Long. Delivering unique travel, entertainment and dining experiences to the world, Ten is a vital part of the customer engagement strategies of leading premium financial services and consumer brands. Today, millions of members have access to Ten's services across lifestyle, travel, dining, entertainment and retail benefits on behalf of over fifty clients including HSBC, Bank of America and Westpac. As well as offering a private membership tier, Ten serves some of the most valuable customers of the world's leading private banks, premium financial services and luxury brands. Corporate clients use Ten's services to acquire, engage and retain affluent, high-net-worth customers. The service drives critical customer metrics, including revenue growth and Net Promoter Score, and supports digital transformation initiatives. Ten's partnerships are based on multi-year contracts which generate revenue through platform-as-a-service and technology fees. Its operations are underpinned by an increasingly sophisticated personalisation platform comprising industry-first, proprietary technology, thousands of supplier relationships and 25 years of expertise delivered from 22 global offices. All Ten's services are made available to clients on either a white-label, co-branded, or affiliate partnership basis. Looking ahead Deliver a world-class member experience Invest in technology Expand contracts with new and existing clients Establish a foothold in new markets by leveraging its market-leading service proposition For more information, please watch Ten's Growth Engine Video Commitment to Diversity We encourage diverse philosophies, cultures, and experiences. We appreciate diversity and are dedicated to creating an inclusive work environment for our employees. This idea unites the teams at TEN. All aspects of our relationship, including the decision to hire, promote, discipline, or terminate, will be based on merit, competence, performance and business needs. "Tenworkswithasmallpreferredsupplierlistofrecruitmentagenciesonly.Pleasenotewearenotacceptinganyfurtherrecruitmentagenciesatthistime.TenGroupisnotresponsibleforanyfeesrelatedtounsolicitedresumes."
Feb 24, 2026
Full time
Overview We're looking for a dynamic Transformation Analyst to join our team. This is a broad role with significant influence over the strategic direction of the company, responsible for enhancing understanding, decision-making, and execution across key areas of the business and operations. As the company undergoes rapid growth and expansion, this high impact role will support and lead transformation initiatives within a unit focused on Change and Transformation. These include driving adoption of mission critical processes and providing actionable insights through detailed analysis to identify opportunities for growth, automation, and operational efficiencies. You will work on cutting edge technology with leaders across the business. The role is expected to grow, offering opportunities to develop into key managerial positions within Operations, AI Product, or Technology. The role supports the Transformation Director and requires close collaboration with senior leadership, including Cleveland executives, to analyse existing processes and identify opportunities to drive efficiency through enhanced output or automation. You will help drive complex transformation projects from inception to completion-defining scope, coordinating cross functional teams, managing timelines and budgets, and delivering measurable outcomes aligned to strategic objectives with clear ROI tracking. You will likely contribute to projects that leverage generative AI to integrate, automate, and enhance business processes, from transforming member engagement to developing agentic frameworks that enable departments to operate more efficiently, or designing and launching new service channels. Key Responsibilities Assist on end-to-end tech & AI driven transformation projects, including planning, execution, and monitoring of progress. Identify areas for improvement and develop strategies to optimise business processes whilst being able to evaluate potential return on investment. Collaborate with cross-functional teams to drive change and ensure successful implementation of transformation initiatives. Conduct detailed analysis of business operations, identify gaps, and propose innovative solutions including areas where automation and application of AI will drive a step change in workflow and impact. Monitor and evaluate the effectiveness of strategy, change or transformation initiatives, making adjustments as necessary. Analytics, reporting and instrumenting the business: development of analysis, dashboards and KPIs to help manage the business effectively, identifying key metrics and building confidence in data-driven decisions by managers and Ten leaders Operational analysis: understanding workforce operational processes, and identify areas of optimisation opportunities, understanding profitability across different geographies, channels, or propositions, to better drive operational efficiencies and improvements. Skills & Qualifications Bachelor's degree in Engineering, Mathematics, Computer Science, or a related field. 2+ years of professional experience within a professional services environment (e.g., management consulting, investment banking, or an accounting firm). Proven experience delivering process or performance improvement initiatives, with working knowledge of methodologies such as Six Sigma, Lean, or similar frameworks. Recent hands-on experience with some of the following tools and technologies: Data Visualization: Tableau, Power BI, QlikView, Looker Data Transformation & Querying: SQL, M Code, DAX, or similar Automation Languages: Python, Java, C#, R, or similar Automation Tools: Power Automate, UiPath, Blue Prism, Alteryx, Zapier Workflow Automation / Scripting: VBA, Shell Scripting, JavaScript Experience managing or contributing to multiple projects simultaneously, ensuring timely and high-quality delivery. Strong analytical and problem-solving capabilities. Excellent interpersonal and communication skills, with the ability to collaborate effectively across cross-functional teams and influence stakeholders. Guidelines for Hybrid/Home Office option Please note that this role operates on a hybrid working model, with a minimum of 2 days per week in the office. Regular in-office presence is important to support collaboration, team connection, and effective cross-functional working. For this reason, the hybrid arrangement is a core requirement of the role. A secure home office at your confirmed address, free from background noise or other distractions Internet service must meet minimum requirements and minimum speed check must be complete Our people are at the heart of the business and we have a culture of recognition and reward - both through regular appraisals but also annual Extra Mile Awards where we celebrate those who have gone that extra mile in their role. We also encourage all our staff to incorporate their aspirations and interests into their career at Ten and we are there every step of the way in supporting development. Rewards designed around you A competitive salary depending on experience, plus a performance-based bonus. Hybrid working. You can combine working from home and working from the office. Paid time away from work. Our employees enjoy a competitive paid time off package, including a paid day each year to volunteer time for a good cause that is important to them. Paid Sabbaticals. One (1) month paid Sabbatical after every 5 years of Service, without tapping into annual leave. Extra Rewards. Lucrative Ten Loyalty Rewards program which includes a bonus and gift to say thank you for being part of Ten. Remote Working Holidays - possibilities to Travel and Work anywhere in the world! Employee Discounts. Access to lots of great travel and entertainment discounts as our clients' members would! Be part of our global, dynamic, and inclusive Team, with diversity at its core. Genuine career opportunities within a dynamic and international company. Who We Are Ten Lifestyle Group is an AIM-listed global travel and lifestyle concierge company founded in 1998 by Alex Cheatle and Andrew Long. Delivering unique travel, entertainment and dining experiences to the world, Ten is a vital part of the customer engagement strategies of leading premium financial services and consumer brands. Today, millions of members have access to Ten's services across lifestyle, travel, dining, entertainment and retail benefits on behalf of over fifty clients including HSBC, Bank of America and Westpac. As well as offering a private membership tier, Ten serves some of the most valuable customers of the world's leading private banks, premium financial services and luxury brands. Corporate clients use Ten's services to acquire, engage and retain affluent, high-net-worth customers. The service drives critical customer metrics, including revenue growth and Net Promoter Score, and supports digital transformation initiatives. Ten's partnerships are based on multi-year contracts which generate revenue through platform-as-a-service and technology fees. Its operations are underpinned by an increasingly sophisticated personalisation platform comprising industry-first, proprietary technology, thousands of supplier relationships and 25 years of expertise delivered from 22 global offices. All Ten's services are made available to clients on either a white-label, co-branded, or affiliate partnership basis. Looking ahead Deliver a world-class member experience Invest in technology Expand contracts with new and existing clients Establish a foothold in new markets by leveraging its market-leading service proposition For more information, please watch Ten's Growth Engine Video Commitment to Diversity We encourage diverse philosophies, cultures, and experiences. We appreciate diversity and are dedicated to creating an inclusive work environment for our employees. This idea unites the teams at TEN. All aspects of our relationship, including the decision to hire, promote, discipline, or terminate, will be based on merit, competence, performance and business needs. "Tenworkswithasmallpreferredsupplierlistofrecruitmentagenciesonly.Pleasenotewearenotacceptinganyfurtherrecruitmentagenciesatthistime.TenGroupisnotresponsibleforanyfeesrelatedtounsolicitedresumes."
JOB SUMMARY: CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting a Procurement Manager to join our global team. The Procurement Manager will be responsible for executing procurement strategy for a Financial & Professional Services Client. This role will work with the Client's Procurement and Operations Team to deliver Client's Procurement goals and objectives, ensure that best practice is adopted for the service categories and procurement processes, resulting in high standards of performance, delivery of financial targets, cost effectiveness and resource efficiency. The candidate must have working knowledge of facility management sourcing of products and services categories i.e., construction, projects, various building services (janitorial, grounds, mail room services, food services, waste management, etc.), have experience in category management, supplier performance management and working on e-procurement platforms. The successful individual will also be a strong writer, good cost analyst, and capable presenter who can articulate their proposition to key stakeholders. This individual will act as the subject matter expert for all areas relating to procurement. RESPONSIBILITIES This role will lead and implement Client's sourcing activities (from strategy development to implementation of procurement initiatives to contract management/ compliance and supplier management) in London. The major responsibility of this role includes but not limited to: Category/ Procurement Strategy Developing and communicating procurement vision, strategy, and roadmaps that are aligned with Client's strategies and objectives. Creating and delivering procurement plan across UK & Ireland based on market dynamics, Client's objectives, and scope/ cost benchmarking. Bringing in innovation and industry best practices in delivering the services Procurement Process Leading the delivery of an end-to-end procurement process which significantly contributes to Client's financial and procurement objectives i.e., savings, supplier rationalization, improving diversity, etc. Tendering of services including collaboration with a cross functional Team to develop service scope, preparation of bid documents, bid evaluation and levelling, response summaries, negotiation, and recommendation Pricing analysis/benchmarking Negotiating, drafting, and executing contracts in a timely manner Supporting transition of procurement initiatives including creating communications for suppliers & stakeholders Identifying cost savings/ value adds Helping Client with their diversity and sustainability goals Commercial /contract management Creating and managing of contracts database Ensuring contract compliance Developing category budgets Supplier Performance Management (SPM) Working with identified 'Key' suppliers to improve their performance Driving continuous improvement (CI) with Key suppliers to support cost reduction and value enhancement targets Tracking and monitoring supplier KPIs Building internal customer satisfaction through feedback and corrective action mechanisms. Leading Supplier Business Reviews Savings Program Management Tracking & management of identified savings vs actual savings Compliance Management Ensuring Client's governance/ compliance processes are adhered to throughout the procurement processes Driving/supporting implementation of new procurement systems and processes in the organization. Creating and maintaining Procurement Playbooks Leading and delivering the legal/ethical compliance and governance of sourcing activities and supplier partner relationships. Reporting Reporting on supply chain KPI's, Diversity and Sustainability or any other procurement reports as needed by the Client Providing monthly savings report and ad-hoc reports as required Additional duties as needed will be assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Substantial experience of providing strategic leadership and direction within a large and complex organisation. Ambitious and driven to succeed with abundant energy and enthusiasm. Superior influencing and communication skills. Able to work with and influence a broad range of customers, stakeholders and supplier staff at senior levels. Proven capability in effectively leading, organizing, motivating and developing people in a matrix-managed organization. A passion for delivering tangible and measurable results. Strong commercial acumen and a proven track record of identifying and delivering substantial savings. Proficient analytical skills and a measured approach to decision making. A collaborative approach with the ability to maximize the short-term position while building long term productive relationships. Experience of the FM services and in-depth knowledge of the supply chain. Able to plan and manage multiple work programs effectively. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
Feb 24, 2026
Full time
JOB SUMMARY: CBRE Global Workplace Solutions is a leading global provider of integrated facilities and corporate real estate management. We are recruiting a Procurement Manager to join our global team. The Procurement Manager will be responsible for executing procurement strategy for a Financial & Professional Services Client. This role will work with the Client's Procurement and Operations Team to deliver Client's Procurement goals and objectives, ensure that best practice is adopted for the service categories and procurement processes, resulting in high standards of performance, delivery of financial targets, cost effectiveness and resource efficiency. The candidate must have working knowledge of facility management sourcing of products and services categories i.e., construction, projects, various building services (janitorial, grounds, mail room services, food services, waste management, etc.), have experience in category management, supplier performance management and working on e-procurement platforms. The successful individual will also be a strong writer, good cost analyst, and capable presenter who can articulate their proposition to key stakeholders. This individual will act as the subject matter expert for all areas relating to procurement. RESPONSIBILITIES This role will lead and implement Client's sourcing activities (from strategy development to implementation of procurement initiatives to contract management/ compliance and supplier management) in London. The major responsibility of this role includes but not limited to: Category/ Procurement Strategy Developing and communicating procurement vision, strategy, and roadmaps that are aligned with Client's strategies and objectives. Creating and delivering procurement plan across UK & Ireland based on market dynamics, Client's objectives, and scope/ cost benchmarking. Bringing in innovation and industry best practices in delivering the services Procurement Process Leading the delivery of an end-to-end procurement process which significantly contributes to Client's financial and procurement objectives i.e., savings, supplier rationalization, improving diversity, etc. Tendering of services including collaboration with a cross functional Team to develop service scope, preparation of bid documents, bid evaluation and levelling, response summaries, negotiation, and recommendation Pricing analysis/benchmarking Negotiating, drafting, and executing contracts in a timely manner Supporting transition of procurement initiatives including creating communications for suppliers & stakeholders Identifying cost savings/ value adds Helping Client with their diversity and sustainability goals Commercial /contract management Creating and managing of contracts database Ensuring contract compliance Developing category budgets Supplier Performance Management (SPM) Working with identified 'Key' suppliers to improve their performance Driving continuous improvement (CI) with Key suppliers to support cost reduction and value enhancement targets Tracking and monitoring supplier KPIs Building internal customer satisfaction through feedback and corrective action mechanisms. Leading Supplier Business Reviews Savings Program Management Tracking & management of identified savings vs actual savings Compliance Management Ensuring Client's governance/ compliance processes are adhered to throughout the procurement processes Driving/supporting implementation of new procurement systems and processes in the organization. Creating and maintaining Procurement Playbooks Leading and delivering the legal/ethical compliance and governance of sourcing activities and supplier partner relationships. Reporting Reporting on supply chain KPI's, Diversity and Sustainability or any other procurement reports as needed by the Client Providing monthly savings report and ad-hoc reports as required Additional duties as needed will be assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Substantial experience of providing strategic leadership and direction within a large and complex organisation. Ambitious and driven to succeed with abundant energy and enthusiasm. Superior influencing and communication skills. Able to work with and influence a broad range of customers, stakeholders and supplier staff at senior levels. Proven capability in effectively leading, organizing, motivating and developing people in a matrix-managed organization. A passion for delivering tangible and measurable results. Strong commercial acumen and a proven track record of identifying and delivering substantial savings. Proficient analytical skills and a measured approach to decision making. A collaborative approach with the ability to maximize the short-term position while building long term productive relationships. Experience of the FM services and in-depth knowledge of the supply chain. Able to plan and manage multiple work programs effectively. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
Private Banking & Wealth Management Executive Barclays London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals. To be successful as a Private Banking & Wealth Management Executive, you should have experience with Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures Experience in managing client relationship Experience in dealing with senior stakeholders Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews Relevant client facing experience in a Private Banking/Wealth Management or similar role Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications. Technically minded with strong PC skills (Word, Excel, Power point) Good communicator with the ability to engage across a broad client demographic Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds. 1 European Language or Russian, Hebrew, Turkish, Arabic required Some other highly valued skills may include: Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager. Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors. Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems Understanding of regulatory framework Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate. A strong, up to date understanding of the general financial markets dynamics and current financial concepts. A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment. Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required. Willingness to participate in team projects and contribute to a collaborative and supportive team culture. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 21, 2026
Full time
Private Banking & Wealth Management Executive Barclays London Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals. To be successful as a Private Banking & Wealth Management Executive, you should have experience with Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures Experience in managing client relationship Experience in dealing with senior stakeholders Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews Relevant client facing experience in a Private Banking/Wealth Management or similar role Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications. Technically minded with strong PC skills (Word, Excel, Power point) Good communicator with the ability to engage across a broad client demographic Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds. 1 European Language or Russian, Hebrew, Turkish, Arabic required Some other highly valued skills may include: Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager. Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors. Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems Understanding of regulatory framework Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate. A strong, up to date understanding of the general financial markets dynamics and current financial concepts. A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment. Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required. Willingness to participate in team projects and contribute to a collaborative and supportive team culture. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
