This AVP role focuses on the credit review and challenge of new leveraged finance transactions while managing a portfolio of leveraged loans. The position requires strong analytical skills, stakeholder engagement, and the ability to work very closely with front office. Client Details Our client is a leading international financial services group with a strong presence in EMEA, offering a full suite of corporate finance, investment banking, and capital markets solutions. Description As AVP you will lead credit review and discussions with Front Office, while challenging the broadline risks for new leveraged finance transactions.Act as lead analyst for a portfolio of leveraged loans, managing requests and approvals (waivers, amendments, annual reviews, credit monitoring/grading).Act as a trusted partner to Front OfficeInvolved in discussions with Front Office from very early stagesParticipate in Early Read Meetings, identifying key risks and issues.Collaborate with wider teams to review due diligence and credit applications.Evaluate and challenge risks in legal documentation.Propose credit strategy for Net Take and Underwrite requests.Constructively challenge assessments and work toward optimal solutions for the bank. Profile A successful AVP on the Leveraged Finance Credit team should have: A strong academic background in finance, economics, or a related field. Solid experience in credit analysis or related roles within banking and financial services. Proficiency in financial modelling and analysis. Knowledge of leveraged finance and credit risk principles. Excellent attention to detail and problem-solving skills. Strong communication and interpersonal abilities. The ability to work effectively in a fast-paced environment in London. Job Offer Competitive salary Permanent position Opportunities for professional growth and development Comprehensive benefits package Work in a prime location in London with access to excellent transport links. If you are looking to advance your career as an AVP Leveraged Finance Credit in the financial services industry, we encourage you to apply today!
Mar 14, 2026
Full time
This AVP role focuses on the credit review and challenge of new leveraged finance transactions while managing a portfolio of leveraged loans. The position requires strong analytical skills, stakeholder engagement, and the ability to work very closely with front office. Client Details Our client is a leading international financial services group with a strong presence in EMEA, offering a full suite of corporate finance, investment banking, and capital markets solutions. Description As AVP you will lead credit review and discussions with Front Office, while challenging the broadline risks for new leveraged finance transactions.Act as lead analyst for a portfolio of leveraged loans, managing requests and approvals (waivers, amendments, annual reviews, credit monitoring/grading).Act as a trusted partner to Front OfficeInvolved in discussions with Front Office from very early stagesParticipate in Early Read Meetings, identifying key risks and issues.Collaborate with wider teams to review due diligence and credit applications.Evaluate and challenge risks in legal documentation.Propose credit strategy for Net Take and Underwrite requests.Constructively challenge assessments and work toward optimal solutions for the bank. Profile A successful AVP on the Leveraged Finance Credit team should have: A strong academic background in finance, economics, or a related field. Solid experience in credit analysis or related roles within banking and financial services. Proficiency in financial modelling and analysis. Knowledge of leveraged finance and credit risk principles. Excellent attention to detail and problem-solving skills. Strong communication and interpersonal abilities. The ability to work effectively in a fast-paced environment in London. Job Offer Competitive salary Permanent position Opportunities for professional growth and development Comprehensive benefits package Work in a prime location in London with access to excellent transport links. If you are looking to advance your career as an AVP Leveraged Finance Credit in the financial services industry, we encourage you to apply today!
Senior Group FP&A Manager (Head Of level) Up to £130,000 (dependant on experience) + 30% bonus + excellent benefits Staines-upon-Thames (Hybrid - 3 days office) Consumer Services sector - PE backed This well-known brand is a PE-backed, market-leading consumer facing company operating across multiple international regions, delivering essential services to both consumer and business markets. With global revenues of c£5bn, impressive profits and a track record of double-digit YoY growth, this highly impressive organisation consistently delivers a first-class service to its customers whilst generating a healthy return to its investors. The Senior Group FP&A Manager role has been newly created to provide an improved financial lens across the markets and to address future succession planning. This is an exceptionally high-profile role that will have principal ownership of the Group's forecasting and performance management rhythm, including the onward reporting and storytelling to senior internal and external stakeholders. Engaging with multiple senior stakeholders, including Group CFO, and key BU and Regional leaders, the role will include: Ownership of the Group's FPA Internal and External reporting rhythms. Responsibility for the Group performance story and onwards messaging to stakeholders. Ownership of the Group's monthly and weekly forecasting processes, driving the translation of reporting into business critical insight. Oversee the delivery of the Group's consensus and analyst reporting. Analysis and insight generation to convey key messages, insights, risks and opportunities for the CFO, CEO, and Board. Champion continuous improvement in FP&A processes, planning tools, automation, and data quality. Support corporate strategy initiatives such as M&A evaluations, integration modelling, and synergy tracking. Engage in capital allocation decision support (capex, investments, portfolio analysis). Continue the development of the existing high-performance culture, focused on collaboration, analytical rigor, and strategic thinking. Coordinate with regional/country FP&A teams to ensure consistent reporting and alignment. Manage a team of FP&A Analysts. Candidate profile: An ambitious and experienced FP&A leader with an impressive track record of delivery across a large and complex international business. Demonstrated ability to elevate the quality and depth of business insights. Known for transforming data into high-value, decision-ready insights. Easily engages with and influences senior business leaders. Skilled at questioning underlying business assumptions, providing commercial challenge and articulating the strategic "so what" behind analytical findings. Significant levels of emotional intelligence and influencing skills. This is a people-led environment where relationship building is critical to your success in role and the wider group. Commercially minded and genuinely interested in how a business operates. An additional European language would be an advantage.
Mar 14, 2026
Full time
Senior Group FP&A Manager (Head Of level) Up to £130,000 (dependant on experience) + 30% bonus + excellent benefits Staines-upon-Thames (Hybrid - 3 days office) Consumer Services sector - PE backed This well-known brand is a PE-backed, market-leading consumer facing company operating across multiple international regions, delivering essential services to both consumer and business markets. With global revenues of c£5bn, impressive profits and a track record of double-digit YoY growth, this highly impressive organisation consistently delivers a first-class service to its customers whilst generating a healthy return to its investors. The Senior Group FP&A Manager role has been newly created to provide an improved financial lens across the markets and to address future succession planning. This is an exceptionally high-profile role that will have principal ownership of the Group's forecasting and performance management rhythm, including the onward reporting and storytelling to senior internal and external stakeholders. Engaging with multiple senior stakeholders, including Group CFO, and key BU and Regional leaders, the role will include: Ownership of the Group's FPA Internal and External reporting rhythms. Responsibility for the Group performance story and onwards messaging to stakeholders. Ownership of the Group's monthly and weekly forecasting processes, driving the translation of reporting into business critical insight. Oversee the delivery of the Group's consensus and analyst reporting. Analysis and insight generation to convey key messages, insights, risks and opportunities for the CFO, CEO, and Board. Champion continuous improvement in FP&A processes, planning tools, automation, and data quality. Support corporate strategy initiatives such as M&A evaluations, integration modelling, and synergy tracking. Engage in capital allocation decision support (capex, investments, portfolio analysis). Continue the development of the existing high-performance culture, focused on collaboration, analytical rigor, and strategic thinking. Coordinate with regional/country FP&A teams to ensure consistent reporting and alignment. Manage a team of FP&A Analysts. Candidate profile: An ambitious and experienced FP&A leader with an impressive track record of delivery across a large and complex international business. Demonstrated ability to elevate the quality and depth of business insights. Known for transforming data into high-value, decision-ready insights. Easily engages with and influences senior business leaders. Skilled at questioning underlying business assumptions, providing commercial challenge and articulating the strategic "so what" behind analytical findings. Significant levels of emotional intelligence and influencing skills. This is a people-led environment where relationship building is critical to your success in role and the wider group. Commercially minded and genuinely interested in how a business operates. An additional European language would be an advantage.
Our client, a leading and expanding manufacturing organisation established for over 30 years in Tamworth, is seeking 2 driven, analytical, and detail-focused Commercial Analyst's to join their growing Commercial Department. This is an exciting opportunity for someone who enjoys working with data, you'll be diving into product performance analysis, shaping pricing strategies, and delivering key market insights. Your salary will be between £33,000 to £40,000 depending on experience. Benefits include: 31 days holiday including Bank Holidays, Paycare - A Healthcare Cash Plan (Discounts available and access to a 24-hour Doctor), Access to Employee Assistance Programme (EAP), and up to 5 days extra unpaid holiday available at a salary sacrifice and 2x life assurance. Hours of work: 8:30 am to 5:00 pm Monday to Friday - please note this is an office-based position. Working as the Commercial Analyst, you will: Assess the commercial viability of new products, focusing on target pricing, costs, margins, and forecasts Analyse product performance, measuring progress against targets, market performance, and ROI to inform future planning Monitor stock levels, identify slow-moving or at-risk lines, and recommend corrective actions to reduce obsolete stock risk Gather and manage market data in collaboration with the sales team, ensuring reliable insights for product launches and ongoing performance reviews Maintain accurate system data, including customer price files, promotions, and pricing adjustments Provide support across the Commercial Department, collaborating with product development, marketing, purchasing, and customer service teams Contribute to cross-departmental projects that support overall business strategy We are looking for an individual who can bring a strong mix of technical expertise, adaptability, and collaboration. The ideal candidate will demonstrate: Strong commercial awareness and analytical skills, with the ability to interpret data and identify key trends to support strategic decisions Excellent project management skills to ensure analytical initiatives are aligned with business goals, delivered on time, and create measurable impact A high level of attention to detail, ensuring accuracy across all analysis and reporting Flexibility and adaptability to change, with the ability to integrate new ways of working quickly and effectively Strong self-management skills, with the ability to prioritise workloads and deliver within agreed timeframes Effective communication skills, with the ability to adapt messaging for different audiences and contexts Strong problem-solving ability, identifying opportunities for improvement and developing practical, efficient solutions Proficiency with data analysis tools such as Power BI (or similar platforms) This is an amazing opportunity for 2 motivated Commercial Analyst's looking to make a real impact in a forward-thinking business. If you're excited about using data to influence decision-making and support strategic growth, we'd love to hear from you.
Mar 14, 2026
Full time
Our client, a leading and expanding manufacturing organisation established for over 30 years in Tamworth, is seeking 2 driven, analytical, and detail-focused Commercial Analyst's to join their growing Commercial Department. This is an exciting opportunity for someone who enjoys working with data, you'll be diving into product performance analysis, shaping pricing strategies, and delivering key market insights. Your salary will be between £33,000 to £40,000 depending on experience. Benefits include: 31 days holiday including Bank Holidays, Paycare - A Healthcare Cash Plan (Discounts available and access to a 24-hour Doctor), Access to Employee Assistance Programme (EAP), and up to 5 days extra unpaid holiday available at a salary sacrifice and 2x life assurance. Hours of work: 8:30 am to 5:00 pm Monday to Friday - please note this is an office-based position. Working as the Commercial Analyst, you will: Assess the commercial viability of new products, focusing on target pricing, costs, margins, and forecasts Analyse product performance, measuring progress against targets, market performance, and ROI to inform future planning Monitor stock levels, identify slow-moving or at-risk lines, and recommend corrective actions to reduce obsolete stock risk Gather and manage market data in collaboration with the sales team, ensuring reliable insights for product launches and ongoing performance reviews Maintain accurate system data, including customer price files, promotions, and pricing adjustments Provide support across the Commercial Department, collaborating with product development, marketing, purchasing, and customer service teams Contribute to cross-departmental projects that support overall business strategy We are looking for an individual who can bring a strong mix of technical expertise, adaptability, and collaboration. The ideal candidate will demonstrate: Strong commercial awareness and analytical skills, with the ability to interpret data and identify key trends to support strategic decisions Excellent project management skills to ensure analytical initiatives are aligned with business goals, delivered on time, and create measurable impact A high level of attention to detail, ensuring accuracy across all analysis and reporting Flexibility and adaptability to change, with the ability to integrate new ways of working quickly and effectively Strong self-management skills, with the ability to prioritise workloads and deliver within agreed timeframes Effective communication skills, with the ability to adapt messaging for different audiences and contexts Strong problem-solving ability, identifying opportunities for improvement and developing practical, efficient solutions Proficiency with data analysis tools such as Power BI (or similar platforms) This is an amazing opportunity for 2 motivated Commercial Analyst's looking to make a real impact in a forward-thinking business. If you're excited about using data to influence decision-making and support strategic growth, we'd love to hear from you.
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. Job Description We have an outstanding benefits package which includes: Company-provided healthcare A competitive annual leave allowance Flexible working options, including hybrid working arrangements Generous pension provisions Income protection Health and wellness benefits Volunteering days Enhanced parental leave Life insurance Your job We're looking for a Vice President - Credit Analyst to join our Invesco Senior Secured Management team in London! This role offers the opportunity to work across the full credit spectrum - from senior secured loans to HY bonds and private credit - while taking ownership of deep sector coverage, investment analysis, and participation in complex credit situations. If you enjoy fundamental credit work, thrive in a fast paced investment environment, and want to help shape portfolio decisions, we'd love to hear from you. Among your responsibilities will be: Investment Analysis & Credit Underwriting Review and prepare credit theses for new senior secured loans, high yield bonds (fixed & floating), and middle market private investments. Produce detailed underwriting memos, covering company/industry analysis, capital structure, cash flow projections, collateral assessment, sponsor quality, and restructuring considerations. Present comprehensive investment memos to the Investment Committee with clear theses and risk mitigants. Sector Coverage & Monitoring Build in depth knowledge across 2-3 industries and maintain coverage of 25-30 issuers. Conduct ongoing monitoring, including financial analysis, cash flow modelling, industry deep dives, rating reviews, and performance assessments. Actively generate new investment ideas within your coverage universe. Distressed & Secondary Opportunities Identify secondary market opportunities. Support the team lead in workout and distressed situations. Market Interaction & Due Diligence Build a strong network across the market to understand sentiment on amendments and new deals. Engage with syndicate desks, sell side analysts, and private equity sponsors on both primary and secondary opportunities. Participate in management meetings, site visits, plant tours, and expert calls. Risk Management & Administration Maintain electronic credit files, compliance reporting, collateral records, and exposure tracking. What you bring Experience as a research analyst, ideally on the buy side. Strong proficiency in Microsoft Office, particularly Excel and Word. Bachelor's degree required; CFA preferred. Additional European language(s) are a plus. Logical thinker with the ability to "join the dots." Strong financial modelling, quantitative and qualitative analysis skills. Excellent written and verbal communication; comfortable presenting to senior stakeholders. Ability to distil key insights from large datasets.Highly detail oriented with strong accuracy and follow through. Self motivated, able to multi task and work independently. Proactive, solution focused mindset with unquestionable integrity. Strong interpersonal skills and a collaborative working style. Disability Confident Scheme Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme. The Disability Confident Scheme only guarantees an interview - it does not automatically mean that applicants interviewed will gain employment with Invesco at that time. To apply through the Disability Confident Scheme, you'll need to firstly ensure you have applied for the role via our external careers page. Following this, you'll need to email us at your wish to opt in, alongside your contact details and the title of the role you wish to apply for. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. If this sounds like you, we'd love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e mail to . Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments) We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work. Our commitment to the community and environmental, social and governance investing We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. Recruitment Agencies Invesco has an in house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly. Regulatory This position may fall in scope of one or multiple regimes/directives.
Mar 14, 2026
Full time
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. Job Description We have an outstanding benefits package which includes: Company-provided healthcare A competitive annual leave allowance Flexible working options, including hybrid working arrangements Generous pension provisions Income protection Health and wellness benefits Volunteering days Enhanced parental leave Life insurance Your job We're looking for a Vice President - Credit Analyst to join our Invesco Senior Secured Management team in London! This role offers the opportunity to work across the full credit spectrum - from senior secured loans to HY bonds and private credit - while taking ownership of deep sector coverage, investment analysis, and participation in complex credit situations. If you enjoy fundamental credit work, thrive in a fast paced investment environment, and want to help shape portfolio decisions, we'd love to hear from you. Among your responsibilities will be: Investment Analysis & Credit Underwriting Review and prepare credit theses for new senior secured loans, high yield bonds (fixed & floating), and middle market private investments. Produce detailed underwriting memos, covering company/industry analysis, capital structure, cash flow projections, collateral assessment, sponsor quality, and restructuring considerations. Present comprehensive investment memos to the Investment Committee with clear theses and risk mitigants. Sector Coverage & Monitoring Build in depth knowledge across 2-3 industries and maintain coverage of 25-30 issuers. Conduct ongoing monitoring, including financial analysis, cash flow modelling, industry deep dives, rating reviews, and performance assessments. Actively generate new investment ideas within your coverage universe. Distressed & Secondary Opportunities Identify secondary market opportunities. Support the team lead in workout and distressed situations. Market Interaction & Due Diligence Build a strong network across the market to understand sentiment on amendments and new deals. Engage with syndicate desks, sell side analysts, and private equity sponsors on both primary and secondary opportunities. Participate in management meetings, site visits, plant tours, and expert calls. Risk Management & Administration Maintain electronic credit files, compliance reporting, collateral records, and exposure tracking. What you bring Experience as a research analyst, ideally on the buy side. Strong proficiency in Microsoft Office, particularly Excel and Word. Bachelor's degree required; CFA preferred. Additional European language(s) are a plus. Logical thinker with the ability to "join the dots." Strong financial modelling, quantitative and qualitative analysis skills. Excellent written and verbal communication; comfortable presenting to senior stakeholders. Ability to distil key insights from large datasets.Highly detail oriented with strong accuracy and follow through. Self motivated, able to multi task and work independently. Proactive, solution focused mindset with unquestionable integrity. Strong interpersonal skills and a collaborative working style. Disability Confident Scheme Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme. The Disability Confident Scheme only guarantees an interview - it does not automatically mean that applicants interviewed will gain employment with Invesco at that time. To apply through the Disability Confident Scheme, you'll need to firstly ensure you have applied for the role via our external careers page. Following this, you'll need to email us at your wish to opt in, alongside your contact details and the title of the role you wish to apply for. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. If this sounds like you, we'd love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e mail to . Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments) We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work. Our commitment to the community and environmental, social and governance investing We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. Recruitment Agencies Invesco has an in house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly. Regulatory This position may fall in scope of one or multiple regimes/directives.
SF Executive have partnered with a private equity backed SAAS business that is seeking a Senior FP&A Analyst & Finance Business Partner. This newly created position with two core elements. Firstly, supporting the Head of FP&A across all aspects of financial planning and analysis. Secondly, providing finance business partnering support to senior business and commercial leaders. The successful Senior FP&A Analyst & Finance Business Partner will undertake the following responsibilities. • Budgeting, forecasting, and long-range financial planning• Monthly performance reporting and variance analysis• Development and tracking of KPIs, including SaaS metrics• Identification of trends, risks, and opportunities across revenue, costs, and cash flow• Finance business partnering with senior commercial and functional leaders (e.g. Sales, Marketing, Product, Operations)• Support ad-hoc commercial modelling, business case development, pricing analysis, and scenario planning• Support the CEO in the preparation of the monthly Board pack• Help embed financial awareness, discipline, and rigor across the business This is an excellent position for an ambitious individual who is looking to take on further responsibility. My client offers hybrid working amongst an exceptional culture and environment.
Mar 13, 2026
Full time
SF Executive have partnered with a private equity backed SAAS business that is seeking a Senior FP&A Analyst & Finance Business Partner. This newly created position with two core elements. Firstly, supporting the Head of FP&A across all aspects of financial planning and analysis. Secondly, providing finance business partnering support to senior business and commercial leaders. The successful Senior FP&A Analyst & Finance Business Partner will undertake the following responsibilities. • Budgeting, forecasting, and long-range financial planning• Monthly performance reporting and variance analysis• Development and tracking of KPIs, including SaaS metrics• Identification of trends, risks, and opportunities across revenue, costs, and cash flow• Finance business partnering with senior commercial and functional leaders (e.g. Sales, Marketing, Product, Operations)• Support ad-hoc commercial modelling, business case development, pricing analysis, and scenario planning• Support the CEO in the preparation of the monthly Board pack• Help embed financial awareness, discipline, and rigor across the business This is an excellent position for an ambitious individual who is looking to take on further responsibility. My client offers hybrid working amongst an exceptional culture and environment.
Supply Chain Analyst A well-established and growing consumer products distributor is looking to appoint a Supply Chain Analyst to join their commercial supply chain team. Operating within a fast-paced product environment, this role will sit at the heart of purchasing, category and inventory planning - using data and forecasting to support smarter buying and stock decisions. This is an excellent opportunity for someone with strong analytical skills who enjoys turning sales and product data into clear commercial insight. The position plays a key role in ensuring the right products are purchased, stocked and replenished at the right time to maximise sales and margin. Key Responsibilities Analyse sales performance against forecast, identifying risks and commercial opportunities Produce category and product performance reporting covering rate of sale, sell-through, margin and stock turn Develop sales forecasts using historical data, seasonality and trading patterns Support the development of weekly sales, stock and intake (WSSI) planning Forecast demand for both core product ranges and seasonal lines Identify slow moving stock and overstock risks, recommending clearance or promotional activity Support replenishment planning to ensure stock availability and minimise out-of-stock risk Evaluate new product proposals using financial modelling including margin, sales potential and ROI Provide data insight to support range reviews, pricing strategy and promotional planning Build and maintain dashboards and reporting tools to improve planning visibility across the business Work closely with purchasing, sales, marketing, operations and finance teams to support commercial decision making Candidate Profile Experience in an analytical role such as Supply Chain Analyst, Category Analyst, Demand Planner or Merchandise Analyst Background ideally within retail, wholesale, FMCG or consumer goods environments Advanced Excel and strong data analysis capability (Power BI or similar reporting tools advantageous) Strong understanding of commercial metrics such as margin, stock turn, sell-through and forecasting Able to interpret data and translate insights into practical commercial recommendations Comfortable working in a fast-paced environment with seasonal trading peaks Strong stakeholder communication skills and ability to present insights clearly Desirable Experience working with ERP systems or retail planning tools Exposure to forecasting, inventory planning or WSSI processes
Mar 13, 2026
Full time
Supply Chain Analyst A well-established and growing consumer products distributor is looking to appoint a Supply Chain Analyst to join their commercial supply chain team. Operating within a fast-paced product environment, this role will sit at the heart of purchasing, category and inventory planning - using data and forecasting to support smarter buying and stock decisions. This is an excellent opportunity for someone with strong analytical skills who enjoys turning sales and product data into clear commercial insight. The position plays a key role in ensuring the right products are purchased, stocked and replenished at the right time to maximise sales and margin. Key Responsibilities Analyse sales performance against forecast, identifying risks and commercial opportunities Produce category and product performance reporting covering rate of sale, sell-through, margin and stock turn Develop sales forecasts using historical data, seasonality and trading patterns Support the development of weekly sales, stock and intake (WSSI) planning Forecast demand for both core product ranges and seasonal lines Identify slow moving stock and overstock risks, recommending clearance or promotional activity Support replenishment planning to ensure stock availability and minimise out-of-stock risk Evaluate new product proposals using financial modelling including margin, sales potential and ROI Provide data insight to support range reviews, pricing strategy and promotional planning Build and maintain dashboards and reporting tools to improve planning visibility across the business Work closely with purchasing, sales, marketing, operations and finance teams to support commercial decision making Candidate Profile Experience in an analytical role such as Supply Chain Analyst, Category Analyst, Demand Planner or Merchandise Analyst Background ideally within retail, wholesale, FMCG or consumer goods environments Advanced Excel and strong data analysis capability (Power BI or similar reporting tools advantageous) Strong understanding of commercial metrics such as margin, stock turn, sell-through and forecasting Able to interpret data and translate insights into practical commercial recommendations Comfortable working in a fast-paced environment with seasonal trading peaks Strong stakeholder communication skills and ability to present insights clearly Desirable Experience working with ERP systems or retail planning tools Exposure to forecasting, inventory planning or WSSI processes
Harnham - Data & Analytics Recruitment
Southampton, Hampshire
Operations Strategy Analyst £40,000-£50,000 Southampton + hybrid working Harnham are working with a growing UK consumer lender looking to hire a Strategy Analysts into their expanding analytics function. THE COMPANY This is a well-established FinTech operating across the UK personal lending space, offering both near-prime and prime loan products. They have a strong reputation for data-led decisioning and continue to scale their operational analytics capability. With a collaborative culture and consistent investment in analytics, they offer strong long-term career growth. THE ROLE You will sit within the Operations Analytics function, supporting data-driven decisioning across the full customer lifecycle. The role bridges data analytics and operational strategy, working closely with risk, credit, collections and wider commercial teams. Specifically, you can expect to be involved in: Analysing customer behaviour and operational performance across originations, underwriting, account management, collections and fraud. Developing insights that inform operational strategy and improve customer outcomes. Supporting modelling work within collections to optimise customer contact and repayment strategies. Delivering analysis on projects such as marketing performance, customer acquisition and process optimisation. Communicating findings to both technical and non-technical stakeholders. YOUR SKILLS AND EXPERIENCE Strong SQL skills and experience using a data visualisation tool. Background in analytics from lending, financial services or a similar data-driven environment. Experience working on end-to-end analytical projects, from data extraction through to insight delivery and stakeholder communication. Strong academic background with a keen interest in operational and credit analytics. Confident communicator with the ability to explain technical concepts to non-technical audiences. Experience with cloud environments (e.g., AWS) is beneficial but not essential. THE BENEFITS Broad exposure across the full lending lifecycle. High visibility across the business and strong progression opportunities. Collaborative culture within a growing FinTech environment. Opportunity to shape and influence operational data strategy. THE PROCESS Initial 30-minute introductory meeting. On-site interview including a presentation, technical questions and stakeholder interaction. Final meeting with senior leadership. HOW TO APPLY Please register your interest via the apply link on this page.
Mar 13, 2026
Full time
Operations Strategy Analyst £40,000-£50,000 Southampton + hybrid working Harnham are working with a growing UK consumer lender looking to hire a Strategy Analysts into their expanding analytics function. THE COMPANY This is a well-established FinTech operating across the UK personal lending space, offering both near-prime and prime loan products. They have a strong reputation for data-led decisioning and continue to scale their operational analytics capability. With a collaborative culture and consistent investment in analytics, they offer strong long-term career growth. THE ROLE You will sit within the Operations Analytics function, supporting data-driven decisioning across the full customer lifecycle. The role bridges data analytics and operational strategy, working closely with risk, credit, collections and wider commercial teams. Specifically, you can expect to be involved in: Analysing customer behaviour and operational performance across originations, underwriting, account management, collections and fraud. Developing insights that inform operational strategy and improve customer outcomes. Supporting modelling work within collections to optimise customer contact and repayment strategies. Delivering analysis on projects such as marketing performance, customer acquisition and process optimisation. Communicating findings to both technical and non-technical stakeholders. YOUR SKILLS AND EXPERIENCE Strong SQL skills and experience using a data visualisation tool. Background in analytics from lending, financial services or a similar data-driven environment. Experience working on end-to-end analytical projects, from data extraction through to insight delivery and stakeholder communication. Strong academic background with a keen interest in operational and credit analytics. Confident communicator with the ability to explain technical concepts to non-technical audiences. Experience with cloud environments (e.g., AWS) is beneficial but not essential. THE BENEFITS Broad exposure across the full lending lifecycle. High visibility across the business and strong progression opportunities. Collaborative culture within a growing FinTech environment. Opportunity to shape and influence operational data strategy. THE PROCESS Initial 30-minute introductory meeting. On-site interview including a presentation, technical questions and stakeholder interaction. Final meeting with senior leadership. HOW TO APPLY Please register your interest via the apply link on this page.
International Private Bank, Private Banker, Scotland EDINBURGH, MIDLOTHIAN, United Kingdom and 1 more Job Identification Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 02/02/2026, 04:21 PM Job Schedule Full time Job Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Job Summary As a Private Banker for J.P. Morgan and based in either Edinburgh or Glasgow, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Private Bankers are self starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. Job Responsibilities Generate business results and acquire new assets across the Scottish client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities, and Skills Experience in private banking working with high net worth individuals across Scotland, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Preferred Qualifications, Capabilities, and Skills A network and track record linked mostly to the Edinburgh, Aberdeen or Glasgow client market Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first class business in a first class way approach to serving clients drives everything we do. We strive to build trusted, long term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Mar 12, 2026
Full time
International Private Bank, Private Banker, Scotland EDINBURGH, MIDLOTHIAN, United Kingdom and 1 more Job Identification Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 02/02/2026, 04:21 PM Job Schedule Full time Job Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Job Summary As a Private Banker for J.P. Morgan and based in either Edinburgh or Glasgow, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Private Bankers are self starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. Job Responsibilities Generate business results and acquire new assets across the Scottish client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities, and Skills Experience in private banking working with high net worth individuals across Scotland, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Preferred Qualifications, Capabilities, and Skills A network and track record linked mostly to the Edinburgh, Aberdeen or Glasgow client market Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first class business in a first class way approach to serving clients drives everything we do. We strive to build trusted, long term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
URGENT & EXCLUSIVE INTERIM COMMERCIAL FINANCE ROLE Thrilled to be working with one of the most iconic award-winning global TV/ Film studios, instantly recognisable, responsible for producing & distributing some of the most viewed content worldwide as they look to expand the team with this highly analytical commercial finance role. You will be a dedicated business partner to C-suite, senior finance & non-finance stakeholders regarding investment into new Tv shows, films & help define new business opportunities. As the team gets busier with the slate getting bigger, you will be required to: use your commercial acumen to provide analysis & suggest recommendations to potential investment into TV deals. analyse key markets in TV including competitor analysis, risks & opportunities & recommendations. provide focussed & proactive analysis on business performance & relevant analysis of specific areas of the TV market. present analysis & recommendations on potential business development opportunities for global TV deals to C-suite. Being CA/ CIMA or ACCA Qualified, ideally with a background in TV/ Film/ Media, you will be able to demonstrate your ability to produce & present high level insightful deal analysis, show your understanding of a sector & prove you are able to work at pace & thrive. This is a very rare business facing opportunity to gain high level commercial insight into one of the most sought after businesses within the TV/ Film industry, working with the very best in class. MUST BE AVAILABLE TO START WITHIN 4 WEEKS
Mar 12, 2026
Contractor
URGENT & EXCLUSIVE INTERIM COMMERCIAL FINANCE ROLE Thrilled to be working with one of the most iconic award-winning global TV/ Film studios, instantly recognisable, responsible for producing & distributing some of the most viewed content worldwide as they look to expand the team with this highly analytical commercial finance role. You will be a dedicated business partner to C-suite, senior finance & non-finance stakeholders regarding investment into new Tv shows, films & help define new business opportunities. As the team gets busier with the slate getting bigger, you will be required to: use your commercial acumen to provide analysis & suggest recommendations to potential investment into TV deals. analyse key markets in TV including competitor analysis, risks & opportunities & recommendations. provide focussed & proactive analysis on business performance & relevant analysis of specific areas of the TV market. present analysis & recommendations on potential business development opportunities for global TV deals to C-suite. Being CA/ CIMA or ACCA Qualified, ideally with a background in TV/ Film/ Media, you will be able to demonstrate your ability to produce & present high level insightful deal analysis, show your understanding of a sector & prove you are able to work at pace & thrive. This is a very rare business facing opportunity to gain high level commercial insight into one of the most sought after businesses within the TV/ Film industry, working with the very best in class. MUST BE AVAILABLE TO START WITHIN 4 WEEKS
Role: Forecasting and Planning Analyst Location: Midlands or Manchester office based (hybrid working 2 days per week in Hours: Mon-Fri 9am-5pm Salary: Up to 40,000 DOE + bonus + benefits This is a great opportunity for an experienced Forecasting and Planning Analyst to join my client on a permanent basis. This role reports into the Head of Planning looking at 0-6 month plans. Your role is to support the budget build and control through data-driven insights and analytical techniques to generate accurate forecasts and provide valuable insights into past and future trends. By analysing historical data, market trends, and other relevant factors, you contribute to strategic decision-making processes using excel and SQL. Your role is crucial in supporting operational planning, resource allocation, and overall business growth. Experience using Power BI or Tableau would be advantageous. Continuous improvement is integral to your role, as you evaluate and enhance existing forecasting methodologies, processes, and tools to improve accuracy, efficiency, and scalability. Staying informed about industry trends, emerging technologies, and best practices in forecasting and data analytics enables you to bring innovative solutions. Are you an organised Forecasting and Planning Analyst from a retail, utilities contact centre background? Do you have experience in WFM planning, forecasting and budget building? Do you have experienced in creation and delivery of plans? Experience in stakeholder engagement, communicating and forecast results is essential Key Responsibilities of the Forecasting Planning Analyst: Responsible for end-to-end planning and execution of planning identifying risks to operational performance. Use and develop existing forecasting methodology to maintain short to medium term (0-6 month) forecasts for all areas and channels. Work alongside planning team to create, develop, and refine the models with close liaison with team. Maintain and update planning models to ensure a rolling view of demand, resource and budget assumptions and requirements. Work closely with other business stakeholders. Maintain and manage an accurate view of Contact headcount actual, budget and vacancies. Ensuring that we are managing our resource and budget tightly. Work with operational Leads to ensure that recruitment plans and associated capacity requirements are clear. Work with the analysis and insight team to ensure that drivers for contact are factored into budget assumptions. Carry out regular monitoring of performance to ensure that resource plans have accurate assumptions and operational owners are held accountable. Engage with all relevant stakeholders across the business to capture data required for application to the forecast, ensuring accurate resourcing levels to meet demand. Effective review of forecast accuracy against the actual performance; communicating results & offering effective recommendations for improvement. Ensure core KPI's are met via effective resource planning. If you are an experienced Forecasting and Planning Analyst please follow the link to apply for this role. Disclaimer CCA Recruitment Group is an employment agency with a legitimate interest in providing work finding services. Please be advised that by submitting your CV to CCA Recruitment Group, directly or via any of our job advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right to withdraw consent at any time. Following a period of 10 years inactivity your CV will be deleted permanently from our database. This electronic message may contain proprietary and confidential information. The information is intended to be for the use of the individual(s) or entity(ies) named above. If you are not the intended recipient or authorised to receive this e-mail for the intended recipient, you may not use, copy, disclose or distribute to anyone this message or any information contained in this message. If you have received this electronic message in error, please notify me by replying to this e-mail.
Mar 12, 2026
Full time
Role: Forecasting and Planning Analyst Location: Midlands or Manchester office based (hybrid working 2 days per week in Hours: Mon-Fri 9am-5pm Salary: Up to 40,000 DOE + bonus + benefits This is a great opportunity for an experienced Forecasting and Planning Analyst to join my client on a permanent basis. This role reports into the Head of Planning looking at 0-6 month plans. Your role is to support the budget build and control through data-driven insights and analytical techniques to generate accurate forecasts and provide valuable insights into past and future trends. By analysing historical data, market trends, and other relevant factors, you contribute to strategic decision-making processes using excel and SQL. Your role is crucial in supporting operational planning, resource allocation, and overall business growth. Experience using Power BI or Tableau would be advantageous. Continuous improvement is integral to your role, as you evaluate and enhance existing forecasting methodologies, processes, and tools to improve accuracy, efficiency, and scalability. Staying informed about industry trends, emerging technologies, and best practices in forecasting and data analytics enables you to bring innovative solutions. Are you an organised Forecasting and Planning Analyst from a retail, utilities contact centre background? Do you have experience in WFM planning, forecasting and budget building? Do you have experienced in creation and delivery of plans? Experience in stakeholder engagement, communicating and forecast results is essential Key Responsibilities of the Forecasting Planning Analyst: Responsible for end-to-end planning and execution of planning identifying risks to operational performance. Use and develop existing forecasting methodology to maintain short to medium term (0-6 month) forecasts for all areas and channels. Work alongside planning team to create, develop, and refine the models with close liaison with team. Maintain and update planning models to ensure a rolling view of demand, resource and budget assumptions and requirements. Work closely with other business stakeholders. Maintain and manage an accurate view of Contact headcount actual, budget and vacancies. Ensuring that we are managing our resource and budget tightly. Work with operational Leads to ensure that recruitment plans and associated capacity requirements are clear. Work with the analysis and insight team to ensure that drivers for contact are factored into budget assumptions. Carry out regular monitoring of performance to ensure that resource plans have accurate assumptions and operational owners are held accountable. Engage with all relevant stakeholders across the business to capture data required for application to the forecast, ensuring accurate resourcing levels to meet demand. Effective review of forecast accuracy against the actual performance; communicating results & offering effective recommendations for improvement. Ensure core KPI's are met via effective resource planning. If you are an experienced Forecasting and Planning Analyst please follow the link to apply for this role. Disclaimer CCA Recruitment Group is an employment agency with a legitimate interest in providing work finding services. Please be advised that by submitting your CV to CCA Recruitment Group, directly or via any of our job advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right to withdraw consent at any time. Following a period of 10 years inactivity your CV will be deleted permanently from our database. This electronic message may contain proprietary and confidential information. The information is intended to be for the use of the individual(s) or entity(ies) named above. If you are not the intended recipient or authorised to receive this e-mail for the intended recipient, you may not use, copy, disclose or distribute to anyone this message or any information contained in this message. If you have received this electronic message in error, please notify me by replying to this e-mail.
PRICING MANAGER- INSURANCE £70-80K DEPENDING ON EXPERIENCE LONDON BASED This is an exciting opportunity to join a growing business in the insurance space where you can make a real impact on the business. You'd be able to work across a range of pricing analytics projects with the rare opportunity to really take ownership of your work and make an impact. THE COMPANY Our client are an exciting insurance business that are growing well. They've gone from strength to strength in recent years and this role is part of their increased presence in the market. You'd be able to work in small team within this hands-on, analytical role whilst also taking on management of a couple of analysts. THE ROLE End-to-end development of some of their first GBM models across the book Develop and implement pricing strategies to enhance business performance Analyse large sets of customer data to drive insight and commercial performance across their pricing quotes Share insight with the wider team and helping to improve profitability across the business Manage a team of 2, helping with their development and progression YOUR SKILLS AND EXPERIENCE : Essential to have experience within UK general insurance Essential to have had experience building GLM pricing models, ideally using ML techniques Exposure to both retail and risk pricing Good knowledge of programming software such as SAS, SQL, Python or R Experience managing junior analysts OR proven ability in coaching and leadership SALARY AND BENEFITS Base salary £70-80,000 depending on experience Bonus Contributory pension scheme Work abroad scheme Private medical 25 days holiday HOW TO APPLY Please register your interest by sending your CV to Rosie Walsh through the 'Apply' link
Mar 11, 2026
Full time
PRICING MANAGER- INSURANCE £70-80K DEPENDING ON EXPERIENCE LONDON BASED This is an exciting opportunity to join a growing business in the insurance space where you can make a real impact on the business. You'd be able to work across a range of pricing analytics projects with the rare opportunity to really take ownership of your work and make an impact. THE COMPANY Our client are an exciting insurance business that are growing well. They've gone from strength to strength in recent years and this role is part of their increased presence in the market. You'd be able to work in small team within this hands-on, analytical role whilst also taking on management of a couple of analysts. THE ROLE End-to-end development of some of their first GBM models across the book Develop and implement pricing strategies to enhance business performance Analyse large sets of customer data to drive insight and commercial performance across their pricing quotes Share insight with the wider team and helping to improve profitability across the business Manage a team of 2, helping with their development and progression YOUR SKILLS AND EXPERIENCE : Essential to have experience within UK general insurance Essential to have had experience building GLM pricing models, ideally using ML techniques Exposure to both retail and risk pricing Good knowledge of programming software such as SAS, SQL, Python or R Experience managing junior analysts OR proven ability in coaching and leadership SALARY AND BENEFITS Base salary £70-80,000 depending on experience Bonus Contributory pension scheme Work abroad scheme Private medical 25 days holiday HOW TO APPLY Please register your interest by sending your CV to Rosie Walsh through the 'Apply' link
I am working with a leading Credit & Political Risk Broker that is looking for a highly organised and technically skilled professional to join their team as an Analyst. In this role, you will collaborate closely with broking teams across Singapore, Brussels, London, and New York, supporting the development and maintenance of policy documentation that ensures the smooth delivery of client solutions. You will become part of a dynamic, expanding global team, playing a key role in helping brokers close deals efficiently. Day to day you will: Liaise with brokers and clients to create, review, and maintain policy documentation Generate and maintain Credit Insurance repayment schedules Ensure internal processes, procedures, and controls are consistently followed Support and promote the use of appropriate tools and systems for policy management Collaborate with internal processing teams to resolve queries and ensure accurate submission of documentation to market partners We are looking for collaborative individuals who can manage multiple tasks effectively. The ideal candidate is proactive, takes ownership and accountability for their work, and possesses strong Excel skills, including VBA. This is a fantastic opportunity for someone currently in consultancy or financial services looking to transition into insurance, develop their career in a global insurance environment!
Mar 11, 2026
Full time
I am working with a leading Credit & Political Risk Broker that is looking for a highly organised and technically skilled professional to join their team as an Analyst. In this role, you will collaborate closely with broking teams across Singapore, Brussels, London, and New York, supporting the development and maintenance of policy documentation that ensures the smooth delivery of client solutions. You will become part of a dynamic, expanding global team, playing a key role in helping brokers close deals efficiently. Day to day you will: Liaise with brokers and clients to create, review, and maintain policy documentation Generate and maintain Credit Insurance repayment schedules Ensure internal processes, procedures, and controls are consistently followed Support and promote the use of appropriate tools and systems for policy management Collaborate with internal processing teams to resolve queries and ensure accurate submission of documentation to market partners We are looking for collaborative individuals who can manage multiple tasks effectively. The ideal candidate is proactive, takes ownership and accountability for their work, and possesses strong Excel skills, including VBA. This is a fantastic opportunity for someone currently in consultancy or financial services looking to transition into insurance, develop their career in a global insurance environment!
Our client is a market-leading manufacturer serving the UK and European construction sector. Operating from a state-of-the-art facility in Worcestershire, they are known for delivering innovative, precision-engineered products that shape the built environment. With successful operations across the USA and Northern Ireland, the wider group has built a strong global reputation for dependable supply solutions. Due to continued growth and an expanding product portfolio, a dedicated Supply Chain Analyst is required to join an established Purchasing Department. About the Role: The post holder will ensure the timely and efficient procurement, predominantly sourcing from suppliers in the Far East. This will be achieved by analysing sales history, identifying demand, and placing accurate requirements onto purchase orders. Once orders are raised, the post holder will actively monitor the supply pipeline and support the sales team through proactive stock management, reporting, and analysis of key supply chain performance indicators. Key Tasks and Responsibilities: Purchase Order and Supplier Administration Generate and raise purchase orders with approved Far East suppliers for excavator bucket product lines. Maintain accurate purchasing data within ERP and purchasing systems. Manage the order pipeline from order placement through to delivery, ensuring accurate documentation and smooth shipping schedules. Liaise with suppliers regarding order status, lead times, and any changes to delivery expectations. Respond to expedite requests from the sales team and prioritise orders accordingly. Track shipment progress and proactively address delays, risks, and supply constraints. Monitor inventory levels to minimise stockouts while avoiding excess stock holding. Work closely with sales, logistics, and warehouse teams to ensure product availability aligns with customer demand. Maintain and report against departmental KPIs, including out-of-stocks, OTIF deliveries, and excess redistribution. Supplier Communication and Relationship Management Manage incoming and outgoing calls with suppliers, handling queries promptly and professionally. Handle and respond to high volumes of supplier emails in a timely and accurate manner. Communicate key updates and supplier feedback to relevant internal teams. Develop and maintain positive working relationships with suppliers to support service levels and performance. Team Support, Compliance and Improvement Provide day-to-day support to the Purchasing Department to help achieve departmental and business objectives. Ensure compliance with internal processes, company policies, and relevant regulations in all purchasing activities. Support the wider purchasing team with general administrative tasks as required. Contribute to continuous improvement activity to enhance efficiency, accuracy, and supplier service levels. Skills and Experience: The successful candidate will bring strong analytical capability and a practical, proactive approach to managing a busy supply pipeline balancing service levels, cost, and stock availability. Skills and competencies Strong communication and interpersonal skills, with a clear commitment to excellent supplier service. Highly organised, with the ability to prioritise workload effectively in a fast-moving environment. Confident using Microsoft Office, particularly Excel and Outlook, with high attention to detail and accuracy. Proactive problem-solver, able to respond calmly to delays, shortages, and expedite requests. Professional, polite and courteous when working with suppliers and internal stakeholders. Resilient and adaptable, comfortable managing shifting priorities and commercial pressures. Strong commercial awareness when balancing stock availability, cost, and supplier performance. Strong analytical thinking, able to interpret supply chain data and identify trends, risks, and opportunities for improvement. Knowledge and experience Previous experience in a supply chain role. Experience working with overseas suppliers (particularly beneficial where lead times, shipping, and documentation are involved). Experience using Sage 200 is advantageous. Demonstrated ability to handle and resolve supplier queries professionally. Education and other requirements Degree-level experience in supply chain management, business, or CIPS (or equivalent). Full UK driving licence. Willingness to work flexibly in line with the demands and needs of the business. To apply please attach your CV to the link provided. The post holder should be aware that the above job description is not exhaustive. The role will develop over time; any changes will be made in a timely manner and in consultation with the post holder.
Mar 11, 2026
Full time
Our client is a market-leading manufacturer serving the UK and European construction sector. Operating from a state-of-the-art facility in Worcestershire, they are known for delivering innovative, precision-engineered products that shape the built environment. With successful operations across the USA and Northern Ireland, the wider group has built a strong global reputation for dependable supply solutions. Due to continued growth and an expanding product portfolio, a dedicated Supply Chain Analyst is required to join an established Purchasing Department. About the Role: The post holder will ensure the timely and efficient procurement, predominantly sourcing from suppliers in the Far East. This will be achieved by analysing sales history, identifying demand, and placing accurate requirements onto purchase orders. Once orders are raised, the post holder will actively monitor the supply pipeline and support the sales team through proactive stock management, reporting, and analysis of key supply chain performance indicators. Key Tasks and Responsibilities: Purchase Order and Supplier Administration Generate and raise purchase orders with approved Far East suppliers for excavator bucket product lines. Maintain accurate purchasing data within ERP and purchasing systems. Manage the order pipeline from order placement through to delivery, ensuring accurate documentation and smooth shipping schedules. Liaise with suppliers regarding order status, lead times, and any changes to delivery expectations. Respond to expedite requests from the sales team and prioritise orders accordingly. Track shipment progress and proactively address delays, risks, and supply constraints. Monitor inventory levels to minimise stockouts while avoiding excess stock holding. Work closely with sales, logistics, and warehouse teams to ensure product availability aligns with customer demand. Maintain and report against departmental KPIs, including out-of-stocks, OTIF deliveries, and excess redistribution. Supplier Communication and Relationship Management Manage incoming and outgoing calls with suppliers, handling queries promptly and professionally. Handle and respond to high volumes of supplier emails in a timely and accurate manner. Communicate key updates and supplier feedback to relevant internal teams. Develop and maintain positive working relationships with suppliers to support service levels and performance. Team Support, Compliance and Improvement Provide day-to-day support to the Purchasing Department to help achieve departmental and business objectives. Ensure compliance with internal processes, company policies, and relevant regulations in all purchasing activities. Support the wider purchasing team with general administrative tasks as required. Contribute to continuous improvement activity to enhance efficiency, accuracy, and supplier service levels. Skills and Experience: The successful candidate will bring strong analytical capability and a practical, proactive approach to managing a busy supply pipeline balancing service levels, cost, and stock availability. Skills and competencies Strong communication and interpersonal skills, with a clear commitment to excellent supplier service. Highly organised, with the ability to prioritise workload effectively in a fast-moving environment. Confident using Microsoft Office, particularly Excel and Outlook, with high attention to detail and accuracy. Proactive problem-solver, able to respond calmly to delays, shortages, and expedite requests. Professional, polite and courteous when working with suppliers and internal stakeholders. Resilient and adaptable, comfortable managing shifting priorities and commercial pressures. Strong commercial awareness when balancing stock availability, cost, and supplier performance. Strong analytical thinking, able to interpret supply chain data and identify trends, risks, and opportunities for improvement. Knowledge and experience Previous experience in a supply chain role. Experience working with overseas suppliers (particularly beneficial where lead times, shipping, and documentation are involved). Experience using Sage 200 is advantageous. Demonstrated ability to handle and resolve supplier queries professionally. Education and other requirements Degree-level experience in supply chain management, business, or CIPS (or equivalent). Full UK driving licence. Willingness to work flexibly in line with the demands and needs of the business. To apply please attach your CV to the link provided. The post holder should be aware that the above job description is not exhaustive. The role will develop over time; any changes will be made in a timely manner and in consultation with the post holder.
Job Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Job Summary As a Private Banker for J.P. Morgan and based in London, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Private Bankers are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. Job Responsibilities Generate business results and acquire new assets across the London and South client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities, and Skills Experience in wealth management working with UK based, Entrepreneurs and Executives. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Preferred Qualifications, Capabilities, and Skills Asset allocation / multi asset class portfolio exposure Chartered Financial Analyst (CFA) qualified About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Mar 11, 2026
Full time
Job Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Job Summary As a Private Banker for J.P. Morgan and based in London, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Private Bankers are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. Job Responsibilities Generate business results and acquire new assets across the London and South client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities, and Skills Experience in wealth management working with UK based, Entrepreneurs and Executives. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Preferred Qualifications, Capabilities, and Skills Asset allocation / multi asset class portfolio exposure Chartered Financial Analyst (CFA) qualified About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Who We Are Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is top-rated on and Gartner Peer Insights. At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte! Why This Role is Exciting AuditBoard is seeking a marketing leader to fill our Senior Product Marketing Manager, International position and play a critical role in defining and executing go-to-market strategies for our EMEA markets. This is a high-impact individual contributor role at the senior level, responsible for driving strategic positioning, messaging, and GTM execution for our mature markets, as well as our emerging markets. As a Sr. PMM, you will be the primary business partner for product, sales, and marketing leadership, influencing strategic initiatives that drive market leadership, customer adoption, and revenue growth. You will lead high-visibility projects and partner cross-functionally to ensure we deliver compelling value to the market. If you are a strategic thinker, expert storyteller, and execution-focused leader who thrives in fast-paced environments and enjoys solving complex go-to-market challenges, this role is for you. Location: This is a hybrid role, with a requirement of 1-2 days in the London-based HQ. Key Responsibilities Own and drive the go-to-market strategy for AuditBoard's Platform across EMEA markets, aligning with business objectives and revenue targets. Lead localized GTM and product readiness for emerging markets. Develop and refine category-defining messaging and positioning that differentiates AuditBoard in the market and resonates with key audiences, from audit and GRC professionals. Partner with Sales and Revenue teams to improve win rates through sales enablement programs, deal support, competitive intelligence, and objection handling. Lead product launches and growth initiatives end-to-end, ensuring successful adoption, expansion, and retention. Create high-impact marketing content and assets (e.g., executive narratives, thought leadership, competitive positioning, analyst reports, and sales enablement materials) that drive demand and market awareness. Act as an internal thought leader and evangelist, educating cross-functional teams and ensuring consistent messaging across all channels. Influence roadmap and strategic decisions by serving as the voice of the customer and market, partnering closely with Product and Engineering. Conduct in-depth customer, competitor, and market research, translating insights into actionable strategies. Partner with Regional Marketing to ensure messaging and campaigns reflect local nuances, support speaking opportunities on behalf of AuditBoard, and provide insights on competitors, customer drivers and growth levers. Attributes for a Successful Candidate 10+ years of experience in Product Marketing, GRC, or B2B SaaS with a track record of owning and driving strategic GTM initiatives for enterprise SaaS products. Extensive experience in establishing market-share across EMEA markets is a must-have. Experience in GRC/Audit GTM roles is strongly preferred. Experience working in high-growth B2B SaaS environments, ideally in a leadership-level IC capacity. A compelling presenter with the ability to both develop high-impact content and lead high-level discussions. Strong strategic thinking and problem-solving skills, with the ability to frame complex challenges and drive alignment across stakeholders. Exceptional storytelling and communication skills, with the ability to craft compelling narratives for C-level audiences. Strong analytical mindset with experience leveraging market research, competitive insights, and data analytics to inform decision-making. Proven ability to influence and collaborate across Product, Sales, Marketing, and Executive teams. High degree of ownership, accountability, and autonomy in executing large-scale initiatives. A second European language is a plus (German/French get extra brownie points). Our Company Values Customer obsession: It starts and ends here. Consistently ask yourself how what you're doing creates value for our customers. It's a mindset. Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes. Win, together: One team. No silos, no egos. Drive to be the best and support each other's success. Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve. Perks Launch a career at one of the fastest-growing SaaS companies in North America! Live your best life (LYBL)! $200/mo for anything that enhances your life Comprehensive employee health coverage (all locations) 401K with match (US) or pension with match (UK) Competitive compensation & bonus program Flexible Vacation (US exempt & CA) or 25 days (UK) Time off for your birthday & volunteering Employee resource groups Opportunities for team and company-wide get-togethers! perks may vary based on eligibility/location We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation. Background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
Mar 11, 2026
Full time
Who We Are Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is top-rated on and Gartner Peer Insights. At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte! Why This Role is Exciting AuditBoard is seeking a marketing leader to fill our Senior Product Marketing Manager, International position and play a critical role in defining and executing go-to-market strategies for our EMEA markets. This is a high-impact individual contributor role at the senior level, responsible for driving strategic positioning, messaging, and GTM execution for our mature markets, as well as our emerging markets. As a Sr. PMM, you will be the primary business partner for product, sales, and marketing leadership, influencing strategic initiatives that drive market leadership, customer adoption, and revenue growth. You will lead high-visibility projects and partner cross-functionally to ensure we deliver compelling value to the market. If you are a strategic thinker, expert storyteller, and execution-focused leader who thrives in fast-paced environments and enjoys solving complex go-to-market challenges, this role is for you. Location: This is a hybrid role, with a requirement of 1-2 days in the London-based HQ. Key Responsibilities Own and drive the go-to-market strategy for AuditBoard's Platform across EMEA markets, aligning with business objectives and revenue targets. Lead localized GTM and product readiness for emerging markets. Develop and refine category-defining messaging and positioning that differentiates AuditBoard in the market and resonates with key audiences, from audit and GRC professionals. Partner with Sales and Revenue teams to improve win rates through sales enablement programs, deal support, competitive intelligence, and objection handling. Lead product launches and growth initiatives end-to-end, ensuring successful adoption, expansion, and retention. Create high-impact marketing content and assets (e.g., executive narratives, thought leadership, competitive positioning, analyst reports, and sales enablement materials) that drive demand and market awareness. Act as an internal thought leader and evangelist, educating cross-functional teams and ensuring consistent messaging across all channels. Influence roadmap and strategic decisions by serving as the voice of the customer and market, partnering closely with Product and Engineering. Conduct in-depth customer, competitor, and market research, translating insights into actionable strategies. Partner with Regional Marketing to ensure messaging and campaigns reflect local nuances, support speaking opportunities on behalf of AuditBoard, and provide insights on competitors, customer drivers and growth levers. Attributes for a Successful Candidate 10+ years of experience in Product Marketing, GRC, or B2B SaaS with a track record of owning and driving strategic GTM initiatives for enterprise SaaS products. Extensive experience in establishing market-share across EMEA markets is a must-have. Experience in GRC/Audit GTM roles is strongly preferred. Experience working in high-growth B2B SaaS environments, ideally in a leadership-level IC capacity. A compelling presenter with the ability to both develop high-impact content and lead high-level discussions. Strong strategic thinking and problem-solving skills, with the ability to frame complex challenges and drive alignment across stakeholders. Exceptional storytelling and communication skills, with the ability to craft compelling narratives for C-level audiences. Strong analytical mindset with experience leveraging market research, competitive insights, and data analytics to inform decision-making. Proven ability to influence and collaborate across Product, Sales, Marketing, and Executive teams. High degree of ownership, accountability, and autonomy in executing large-scale initiatives. A second European language is a plus (German/French get extra brownie points). Our Company Values Customer obsession: It starts and ends here. Consistently ask yourself how what you're doing creates value for our customers. It's a mindset. Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes. Win, together: One team. No silos, no egos. Drive to be the best and support each other's success. Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve. Perks Launch a career at one of the fastest-growing SaaS companies in North America! Live your best life (LYBL)! $200/mo for anything that enhances your life Comprehensive employee health coverage (all locations) 401K with match (US) or pension with match (UK) Competitive compensation & bonus program Flexible Vacation (US exempt & CA) or 25 days (UK) Time off for your birthday & volunteering Employee resource groups Opportunities for team and company-wide get-togethers! perks may vary based on eligibility/location We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation. Background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
MSite has an exciting opportunity for a Commercial Analyst to join our team working in Liverpool. You will join us on a full-time, permanent basis. We are an extraordinary technology brand looking for extraordinary people. From humble beginnings, MSite has risen to become a global leader, providing state-of-the-art digital identity solutions to some of world's most demanding workplaces. Our customers, including major construction companies, expect an unparalleled level of innovation and quality from our products and services. From our employees, we expect commitment, trust and imagination to be your driving forces. In return, you can expect to play a key role in our story and join a dynamic market leader at a crucial stage of its development. At MSite, you can expect more. The Commercial Analyst role: The Commercial Analyst plays a key role in driving informed decision-making across the business. Reporting to the Finance Director, this role combines financial insight with commercial awareness to analyse performance, identify opportunities, and support strategic growth. You will turn data into actionable insight, partnering with operational and commercial teams to improve profitability, enhance forecasting accuracy, and strengthen financial performance. What you will do as our Commercial Analyst: Delivering robust financial and commercial analysis to support strategic and operational decision-making. Analysing revenue, margin, cost performance and key business drivers across contracts, customers, and services. Providing clear commentary on monthly results, identifying risks and opportunities. Developing meaningful KPIs and performance dashboards to track commercial success. Supporting the annual budgeting and reforecasting processes. Building and maintaining financial models to evaluate new business opportunities, pricing structures, and investment cases. Conducting scenario analysis and sensitivity modelling to inform strategic decisions. Working closely with operational, sales, and senior leadership teams to challenge assumptions and improve performance. Our ideal Commercial Analyst: Qualified or part-qualified accountant (ACA / ACCA / CIMA or equivalent) or strong commercial finance experience Commercially curious with a proactive mindset Confident in challenging constructively and influencing decision-making. Detail-oriented while maintaining a strong strategic perspective. Resilient and comfortable working in a fast-paced environment. High integrity and commitment to doing the right thing. Experience Proven experience in a commercial finance or analyst role. Strong financial modelling and analytical capability. Ability to translate complex financial data into clear business insight. Advanced Excel skills; experience with BI tools (e.g. Power BI) desirable. Strong stakeholder management and communication skills. MSite proudly embraces diversity and is committed to being an equal opportunity employer. We believe in providing a fair and inclusive workplace for all employees, regardless of background, ensuring a merit-based approach to hiring, promotion, and compensation. Our goal is to foster an empowering environment that encourages growth and collaboration among our team members. If you require any support during the interview process, please let us know. If you feel you have the necessary skills and experience to be successful in this Commercial Analyst ? role, click 'apply' today. We'd love to hear from you!
Mar 11, 2026
Full time
MSite has an exciting opportunity for a Commercial Analyst to join our team working in Liverpool. You will join us on a full-time, permanent basis. We are an extraordinary technology brand looking for extraordinary people. From humble beginnings, MSite has risen to become a global leader, providing state-of-the-art digital identity solutions to some of world's most demanding workplaces. Our customers, including major construction companies, expect an unparalleled level of innovation and quality from our products and services. From our employees, we expect commitment, trust and imagination to be your driving forces. In return, you can expect to play a key role in our story and join a dynamic market leader at a crucial stage of its development. At MSite, you can expect more. The Commercial Analyst role: The Commercial Analyst plays a key role in driving informed decision-making across the business. Reporting to the Finance Director, this role combines financial insight with commercial awareness to analyse performance, identify opportunities, and support strategic growth. You will turn data into actionable insight, partnering with operational and commercial teams to improve profitability, enhance forecasting accuracy, and strengthen financial performance. What you will do as our Commercial Analyst: Delivering robust financial and commercial analysis to support strategic and operational decision-making. Analysing revenue, margin, cost performance and key business drivers across contracts, customers, and services. Providing clear commentary on monthly results, identifying risks and opportunities. Developing meaningful KPIs and performance dashboards to track commercial success. Supporting the annual budgeting and reforecasting processes. Building and maintaining financial models to evaluate new business opportunities, pricing structures, and investment cases. Conducting scenario analysis and sensitivity modelling to inform strategic decisions. Working closely with operational, sales, and senior leadership teams to challenge assumptions and improve performance. Our ideal Commercial Analyst: Qualified or part-qualified accountant (ACA / ACCA / CIMA or equivalent) or strong commercial finance experience Commercially curious with a proactive mindset Confident in challenging constructively and influencing decision-making. Detail-oriented while maintaining a strong strategic perspective. Resilient and comfortable working in a fast-paced environment. High integrity and commitment to doing the right thing. Experience Proven experience in a commercial finance or analyst role. Strong financial modelling and analytical capability. Ability to translate complex financial data into clear business insight. Advanced Excel skills; experience with BI tools (e.g. Power BI) desirable. Strong stakeholder management and communication skills. MSite proudly embraces diversity and is committed to being an equal opportunity employer. We believe in providing a fair and inclusive workplace for all employees, regardless of background, ensuring a merit-based approach to hiring, promotion, and compensation. Our goal is to foster an empowering environment that encourages growth and collaboration among our team members. If you require any support during the interview process, please let us know. If you feel you have the necessary skills and experience to be successful in this Commercial Analyst ? role, click 'apply' today. We'd love to hear from you!
A leading investment firm in Greater London is hiring an Investment Risk Analyst to design comprehensive risk frameworks across traditional and digital assets. The role focuses on monitoring investment risks, reporting exposures, and collaborating closely with the engineering team on the development of risk tools. Ideal candidates have 5-8 years of experience in investment risk management and a strong understanding of market risk concepts, along with effective communication skills for leadership presentation.
Mar 10, 2026
Full time
A leading investment firm in Greater London is hiring an Investment Risk Analyst to design comprehensive risk frameworks across traditional and digital assets. The role focuses on monitoring investment risks, reporting exposures, and collaborating closely with the engineering team on the development of risk tools. Ideal candidates have 5-8 years of experience in investment risk management and a strong understanding of market risk concepts, along with effective communication skills for leadership presentation.
A leading global investment bank is seeking an experienced T+1 Settlements Business Analyst for a six-month contract in London. Play a key part in the transition to T+1 settlements across multiple asset classes Hybrid 2-3 days a week in the London City Office Competitive day rate Your Role: Analyze end-to-end settlement processes to identify gaps and risks related to the T+1 transition. Gather and document business requirements from stakeholders (Operations, Front Office, Technology) and align them with regulatory standards. Map current vs. target-state workflows to improve automation, reduce manual interventions, and enhance controls. Collaborate with Technology teams to translate business needs into functional specifications and support solution design. Lead User Acceptance Testing (UAT), including test planning, execution, and validation of outcomes. Identify operational risks and dependencies; escalate issues and support remediation planning. Provide regular updates to senior stakeholders on project progress and readiness for T+1 implementation. Document processes and procedures for seamless handover into Business-As-Usual (BAU). Facilitate knowledge transfer by upskilling onshore/offshore teams for long-term sustainability of new processes. Your Profile: Extensive experience as a Settlements Subject Matter Expert within financial services or Markets Operations (multi-asset class exposure preferred). Proven T+1 settlements experience, including involvement in regulatory-driven change programs. Strong ability to gather business requirements and contribute to technical design documents for process improvements. Track record in gap analysis between current and target-state workflows within regulated environments. Experience in developing test strategies and supporting UAT for large-scale change initiatives. Excellent problem-solving skills with the ability to escalate issues effectively when needed. Strong communication skills for creating clear documentation and presenting updates to senior stakeholders. Collaborative mindset with the ability to work across Operations, Front Office, Technology teams, and external providers. Knowledge of market trends related to settlements and willingness to engage in relevant industry forums or working groups. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Mar 10, 2026
Seasonal
A leading global investment bank is seeking an experienced T+1 Settlements Business Analyst for a six-month contract in London. Play a key part in the transition to T+1 settlements across multiple asset classes Hybrid 2-3 days a week in the London City Office Competitive day rate Your Role: Analyze end-to-end settlement processes to identify gaps and risks related to the T+1 transition. Gather and document business requirements from stakeholders (Operations, Front Office, Technology) and align them with regulatory standards. Map current vs. target-state workflows to improve automation, reduce manual interventions, and enhance controls. Collaborate with Technology teams to translate business needs into functional specifications and support solution design. Lead User Acceptance Testing (UAT), including test planning, execution, and validation of outcomes. Identify operational risks and dependencies; escalate issues and support remediation planning. Provide regular updates to senior stakeholders on project progress and readiness for T+1 implementation. Document processes and procedures for seamless handover into Business-As-Usual (BAU). Facilitate knowledge transfer by upskilling onshore/offshore teams for long-term sustainability of new processes. Your Profile: Extensive experience as a Settlements Subject Matter Expert within financial services or Markets Operations (multi-asset class exposure preferred). Proven T+1 settlements experience, including involvement in regulatory-driven change programs. Strong ability to gather business requirements and contribute to technical design documents for process improvements. Track record in gap analysis between current and target-state workflows within regulated environments. Experience in developing test strategies and supporting UAT for large-scale change initiatives. Excellent problem-solving skills with the ability to escalate issues effectively when needed. Strong communication skills for creating clear documentation and presenting updates to senior stakeholders. Collaborative mindset with the ability to work across Operations, Front Office, Technology teams, and external providers. Knowledge of market trends related to settlements and willingness to engage in relevant industry forums or working groups. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
We're looking for a motivated professional to join a growing investment risk team within a global financial services environment. This role offers the opportunity to work across credit analysis, portfolio monitoring, and risk reporting while supporting key stakeholders across the business. Role Overview The successful candidate will help monitor portfolio credit risk, support reporting for internal committees, and contribute to data analysis used by risk, finance, and actuarial teams. The role provides broad exposure to credit markets, structured assets, and portfolio risk management. Key Responsibilities Analyse portfolio credit risk using financial reports and rating agency data, helping to identify emerging risks. Support the development of portfolio monitoring indicators and assist in reviewing a range of asset classes. Prepare dashboards, credit notes, and materials for internal committees and portfolio reviews. Maintain credit databases and assist with periodic verification and capital reporting processes. Provide data and analysis to internal teams for stress testing, impairments, and capital modelling inputs. For more info please contact
Mar 10, 2026
Full time
We're looking for a motivated professional to join a growing investment risk team within a global financial services environment. This role offers the opportunity to work across credit analysis, portfolio monitoring, and risk reporting while supporting key stakeholders across the business. Role Overview The successful candidate will help monitor portfolio credit risk, support reporting for internal committees, and contribute to data analysis used by risk, finance, and actuarial teams. The role provides broad exposure to credit markets, structured assets, and portfolio risk management. Key Responsibilities Analyse portfolio credit risk using financial reports and rating agency data, helping to identify emerging risks. Support the development of portfolio monitoring indicators and assist in reviewing a range of asset classes. Prepare dashboards, credit notes, and materials for internal committees and portfolio reviews. Maintain credit databases and assist with periodic verification and capital reporting processes. Provide data and analysis to internal teams for stress testing, impairments, and capital modelling inputs. For more info please contact
Our City Banking client is seeking a Finance Officer / Finance Analyst to join their friendly and busy core Financial Control & Accounting team. The team has responsibility for thr banks financial control, accounting integrity, regulatory reporting, and liquidity oversight. The position plays a critical role in safeguarding the Branch's financial accuracy, regulatory compliance, and operational resilience. The role will require you onsite 5 days per week in the City of London Head office. The hired candidate will be fully trained into this opportunity and must have a finance into banking background. Key Responsibilities Ensure all accounting, budgeting, tax, and financial transactions comply with legal, regulatory, and internal procedures. Manage branch inventories, fixed assets, depreciation records, and administrative expenses. Prepare and submit accurate financial, liquidity, tax (VAT & Corporation Tax), and regulatory reports on time. Monitor daily account balances, trial balances, accruals, journals, and suspense accounts, ensuring issues are resolved promptly. Perform reconciliations (Nostro/Vostro), system downloads, and daily liquidity reporting. Oversee payments (invoices, petty cash), banking stationery supply, and other periodic financial reports. Liaise with authorities, auditors, Head Office departments, and represent the Branch when required. Handle audit reports, alternative distribution channel transactions, and correspondence archiving. Governance & Control Maintain strong internal controls, proactively identify risks, and address audit and control findings. Ensure compliance with bank regulations, group policies, and senior management directives. Support effective communication and information flow across the Group. Additional Expectations Prepare and evaluate reports within the area of responsibility. Continuously develop banking and industry knowledge. Provide feedback and guidance to reporting staff (if applicable). Carry out any other duties assigned by senior management or Head Office. Key requirements: University degree is essential Maximum total professional experience of 7 years after graduating At least 1 year of experience within a bank, broker, financial institution, or insurance company Overall experience across all roles will not exceed 7 years, minimum is 2 years please. Basic salary requirements must sit between £35,000 - £42,000 + package You will have the full right to work in the UK without sponsorship however we cant hire individuals who spouse is sponsored either unfortunately. Working arrangement: Full-time, office-based role Working hours: 9:00-17:00 Five days per week in the office - No remote or hybrid working option is available If you're exploring opportunities like this or scaling your own team, simply google "Market Talent" to see how we support high-growth organisations and candidates across the UK.
Mar 10, 2026
Full time
Our City Banking client is seeking a Finance Officer / Finance Analyst to join their friendly and busy core Financial Control & Accounting team. The team has responsibility for thr banks financial control, accounting integrity, regulatory reporting, and liquidity oversight. The position plays a critical role in safeguarding the Branch's financial accuracy, regulatory compliance, and operational resilience. The role will require you onsite 5 days per week in the City of London Head office. The hired candidate will be fully trained into this opportunity and must have a finance into banking background. Key Responsibilities Ensure all accounting, budgeting, tax, and financial transactions comply with legal, regulatory, and internal procedures. Manage branch inventories, fixed assets, depreciation records, and administrative expenses. Prepare and submit accurate financial, liquidity, tax (VAT & Corporation Tax), and regulatory reports on time. Monitor daily account balances, trial balances, accruals, journals, and suspense accounts, ensuring issues are resolved promptly. Perform reconciliations (Nostro/Vostro), system downloads, and daily liquidity reporting. Oversee payments (invoices, petty cash), banking stationery supply, and other periodic financial reports. Liaise with authorities, auditors, Head Office departments, and represent the Branch when required. Handle audit reports, alternative distribution channel transactions, and correspondence archiving. Governance & Control Maintain strong internal controls, proactively identify risks, and address audit and control findings. Ensure compliance with bank regulations, group policies, and senior management directives. Support effective communication and information flow across the Group. Additional Expectations Prepare and evaluate reports within the area of responsibility. Continuously develop banking and industry knowledge. Provide feedback and guidance to reporting staff (if applicable). Carry out any other duties assigned by senior management or Head Office. Key requirements: University degree is essential Maximum total professional experience of 7 years after graduating At least 1 year of experience within a bank, broker, financial institution, or insurance company Overall experience across all roles will not exceed 7 years, minimum is 2 years please. Basic salary requirements must sit between £35,000 - £42,000 + package You will have the full right to work in the UK without sponsorship however we cant hire individuals who spouse is sponsored either unfortunately. Working arrangement: Full-time, office-based role Working hours: 9:00-17:00 Five days per week in the office - No remote or hybrid working option is available If you're exploring opportunities like this or scaling your own team, simply google "Market Talent" to see how we support high-growth organisations and candidates across the UK.
