You will need to login before you can apply for a job. Sector: Finance and Accounts Role: Consultant Contract Type: Permanent Hours: Full Time About this role About BlackRock Are you a highly motivated professional looking to elevate your career by joining the world's largest asset manager? Would you thrive in an environment that fosters positive relationships and recognizes outstanding performance, working with both internal partners and clients? We know how important it is to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and effectively engage your involvement in our success. With over $8 trillion of assets, we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, and improve their financial well-being. In addition to helping our clients achieve a better financial outcome as an asset manager, BlackRock is an established FinTech with Aladdin being used by some of the largest institutions and investors in the world. We provide comprehensive investment accounting software and services including financial and regulatory reporting. By deploying Aladdin, accounting services are offered as a coordinated solution alongside Aladdin's powerful capabilities to financial institutions globally. 2022 was a record year for Aladdin with over $1.4 billion in revenue, and we're excited to offer this opportunity to join our growing business. Job Purpose / Background BlackRock provides accounting and regulatory data services to clients who have outsourced their accounting function to BlackRock. BlackRock is currently embarked on an exciting program of work to develop our accounting operating platform and to extend asset class coverage. As our business has expanded, we have a requirement for strong implementation skills and accounting knowledge to continue to extend our depth. BlackRock is seeking an Associate/ Analyst to become part of a team that will embrace your skills, eagerness, and passion while giving you the freedom to grow professionally. The successful candidate will be responsible for overseeing key functions of our client support model to implement clients onto our Aladdin accounting platform. The role will focus on developing investment process solutions for new and existing clients alike and be responsible for bringing together the capabilities of other parts of the BlackRock organization as required. Key Responsibilities Develop a thorough knowledge of BlackRock's capabilities, products and services for Investment Accounting clients Drive the execution of project plans for client migrations and implementations with measurable goals, driving consensus and communicating to partners and management throughout Drive systems deployments, portfolio configurations (including char of accounts and relevant accounting elections), initialize accounting positions, review of positions initialized (book values, carry values, market values etc.), exception and breaks analysis and finalizing financial impact Improve our ability to scale migrations and implementation efforts to ensure we can support multiple ongoing efforts concurrently, given our projected sales targets Engage and maintain relationships with key partners across the firm to support business growth, implementation of new clients, and migrations and retention of existing clients Represent BlackRock on cross-functional projects and working groups in support of delivering key business and client objectives Ensure alignment of additional services with our Aladdin Accounting offering but supporting proper product integration in partnership with colleagues across the firm About You 0-4 years of experience in financial services, familiarity with insurance clients a plus Possess a working knowledge in US GAAP/ International GAAP and/or Statutory accounting for investments, including securities, alternatives, mortgage loans, and derivatives Proven ability to work on cross-functional, virtual teams to achieve business goals A pro-active interest in keeping up to date with industry, accounting standards and client product changes Adept at effective communication and forming strong relationships with clients and internal partners Ability to multi-task and balance multiple requests without losing sight of overall business objectives and delivery requirements Ability to leverage new technology to benefit partners Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Apr 26, 2025
Full time
You will need to login before you can apply for a job. Sector: Finance and Accounts Role: Consultant Contract Type: Permanent Hours: Full Time About this role About BlackRock Are you a highly motivated professional looking to elevate your career by joining the world's largest asset manager? Would you thrive in an environment that fosters positive relationships and recognizes outstanding performance, working with both internal partners and clients? We know how important it is to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and effectively engage your involvement in our success. With over $8 trillion of assets, we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, and improve their financial well-being. In addition to helping our clients achieve a better financial outcome as an asset manager, BlackRock is an established FinTech with Aladdin being used by some of the largest institutions and investors in the world. We provide comprehensive investment accounting software and services including financial and regulatory reporting. By deploying Aladdin, accounting services are offered as a coordinated solution alongside Aladdin's powerful capabilities to financial institutions globally. 2022 was a record year for Aladdin with over $1.4 billion in revenue, and we're excited to offer this opportunity to join our growing business. Job Purpose / Background BlackRock provides accounting and regulatory data services to clients who have outsourced their accounting function to BlackRock. BlackRock is currently embarked on an exciting program of work to develop our accounting operating platform and to extend asset class coverage. As our business has expanded, we have a requirement for strong implementation skills and accounting knowledge to continue to extend our depth. BlackRock is seeking an Associate/ Analyst to become part of a team that will embrace your skills, eagerness, and passion while giving you the freedom to grow professionally. The successful candidate will be responsible for overseeing key functions of our client support model to implement clients onto our Aladdin accounting platform. The role will focus on developing investment process solutions for new and existing clients alike and be responsible for bringing together the capabilities of other parts of the BlackRock organization as required. Key Responsibilities Develop a thorough knowledge of BlackRock's capabilities, products and services for Investment Accounting clients Drive the execution of project plans for client migrations and implementations with measurable goals, driving consensus and communicating to partners and management throughout Drive systems deployments, portfolio configurations (including char of accounts and relevant accounting elections), initialize accounting positions, review of positions initialized (book values, carry values, market values etc.), exception and breaks analysis and finalizing financial impact Improve our ability to scale migrations and implementation efforts to ensure we can support multiple ongoing efforts concurrently, given our projected sales targets Engage and maintain relationships with key partners across the firm to support business growth, implementation of new clients, and migrations and retention of existing clients Represent BlackRock on cross-functional projects and working groups in support of delivering key business and client objectives Ensure alignment of additional services with our Aladdin Accounting offering but supporting proper product integration in partnership with colleagues across the firm About You 0-4 years of experience in financial services, familiarity with insurance clients a plus Possess a working knowledge in US GAAP/ International GAAP and/or Statutory accounting for investments, including securities, alternatives, mortgage loans, and derivatives Proven ability to work on cross-functional, virtual teams to achieve business goals A pro-active interest in keeping up to date with industry, accounting standards and client product changes Adept at effective communication and forming strong relationships with clients and internal partners Ability to multi-task and balance multiple requests without losing sight of overall business objectives and delivery requirements Ability to leverage new technology to benefit partners Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Senior Manager, Technology Delivery Lead, Insurance Technology, FS Location: London Other locations: Primary Location Only Date: 21 Mar 2025 Requisition ID: Our UK Insurance Technology practice empowers some of the biggest Insurance clients to solve their most complex business problems and transform their organisations through embedding the latest technology in their organisation. You'll have the amazing opportunity to collaborate alongside a vibrant, experienced team of Analysts, Developers, UX Designers and Architects in the Insurance business. We want you to learn how to deliver compelling technology-based builds and solution implementations from the team. Alongside your career development with us, you will gain exposure to some of the biggest and best Insurance companies in the world and find out why our clients value our insights and experience. The opportunity As part of the EY Insurance Technology practice, you will have the opportunity to work across a portfolio of engagements that will challenge you in areas such as Insurance Core Technology implementations, applying Blockchain technology to insurance, Mobile & Portals and Cloud Capabilities. Our EMEIA focus means that our team has a footprint that spans several geographies in Europe and continued investment in our practice has grown the team 30% year-on-year. We are looking for enthusiastic individuals with an Agile mindset, business problem solving skills, industry knowledge of Insurance and/or Management and Technology Consulting practices to supplement our strong capabilities and fuel our continued growth. Your key responsibilities Demonstrating knowledge and experience in one or more market areas and technical skills (i.e. Policy, Billing and Claims in General Insurance or Life Insurance) Demonstrating knowledge and experience of designing and planning the implementation of new systems and technology to address business requirements Demonstrating knowledge and experience of configuring technology packages Demonstrating knowledge and experience in using tools for application development including tools for coding, testing, debugging, documenting, reviewing and reconfiguring Experience of development and operations (DevOps) practices for software configuration, integration and deployment to various platforms and operating environments. Ability to understand how merging development, quality assurance, and operations (deployment and integration) into a single, continuous set of processes improves agile delivery Demonstrating knowledge and experience to develop specific solutions to facilitate and optimize the integration of various technology components, interoperability of systems and their interfaces. Ability to integrate various architectural components such as networks, servers, system platforms and interfaces Leading Scrum teams / workstreams as part of large technology programme agile delivery in a cross countries model Managing end-to-end project delivery through effective project management, within agreed financial and time constraints Building long term trusted advisor relationships with our clients Work closely with clients to understand their fundamental business challenges and bring our experience of Insurance and Technology to enable them to transform their business Bringing insight, perspective and your experiences to clients in the insurance sector Skills and attributes for success Solution architecture; Large scale programme delivery (e.g. agile and waterfall) Technology package implementation (i.e. Guidewire, Fadata, Duckcreek, etc.) Target Operating Model; Process Automation, BPM and Digital Platforms, e.g. Pega, Mobile, Portals IT Strategy: Leading and developing a team Ability to engage with stakeholders and manage cross functional projects Ability to manage multiple stakeholder communities with varying levels of experience Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Experience of developing propositions that are current and relevant to our clients Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines High level of drive, commitment to achieving solutions, and ability to work under pressure Team player and leader who openly supports, encourages and shares knowledge with colleagues Working knowledge of the different SDLC and Agile project management methods such as SAFe, Scrum, Kanban and Scrumban Strong understanding of the insurance value chain or a part of it (from distribution and customer management through to administration - servicing, underwriting & claims management) To qualify for the role you must have Experience in Insurance gained through a top tier consultancy, a specialist financial services consultancy and/or a top tier insurer Experience of working on large technology implementations from a business or technical perspective with knowledge of requirements gathering and process definition Track record of successful delivery on large technology implementations, from business requirements gathering through go-live. Ideally, you'll also have Good appreciation of current market trends and how these are likely to impact key industry players Technical grounding and proven experience developing technical requirements and specifications, including knowledge of software engineering methodologies, reporting tools, modelling and testing What we look for We look for individuals who show the potential to develop strong client relationships. Ability to demonstrate intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Team players who openly support, encourage and share knowledge with colleagues What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you About EY As a global provider of assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.
Apr 26, 2025
Full time
Senior Manager, Technology Delivery Lead, Insurance Technology, FS Location: London Other locations: Primary Location Only Date: 21 Mar 2025 Requisition ID: Our UK Insurance Technology practice empowers some of the biggest Insurance clients to solve their most complex business problems and transform their organisations through embedding the latest technology in their organisation. You'll have the amazing opportunity to collaborate alongside a vibrant, experienced team of Analysts, Developers, UX Designers and Architects in the Insurance business. We want you to learn how to deliver compelling technology-based builds and solution implementations from the team. Alongside your career development with us, you will gain exposure to some of the biggest and best Insurance companies in the world and find out why our clients value our insights and experience. The opportunity As part of the EY Insurance Technology practice, you will have the opportunity to work across a portfolio of engagements that will challenge you in areas such as Insurance Core Technology implementations, applying Blockchain technology to insurance, Mobile & Portals and Cloud Capabilities. Our EMEIA focus means that our team has a footprint that spans several geographies in Europe and continued investment in our practice has grown the team 30% year-on-year. We are looking for enthusiastic individuals with an Agile mindset, business problem solving skills, industry knowledge of Insurance and/or Management and Technology Consulting practices to supplement our strong capabilities and fuel our continued growth. Your key responsibilities Demonstrating knowledge and experience in one or more market areas and technical skills (i.e. Policy, Billing and Claims in General Insurance or Life Insurance) Demonstrating knowledge and experience of designing and planning the implementation of new systems and technology to address business requirements Demonstrating knowledge and experience of configuring technology packages Demonstrating knowledge and experience in using tools for application development including tools for coding, testing, debugging, documenting, reviewing and reconfiguring Experience of development and operations (DevOps) practices for software configuration, integration and deployment to various platforms and operating environments. Ability to understand how merging development, quality assurance, and operations (deployment and integration) into a single, continuous set of processes improves agile delivery Demonstrating knowledge and experience to develop specific solutions to facilitate and optimize the integration of various technology components, interoperability of systems and their interfaces. Ability to integrate various architectural components such as networks, servers, system platforms and interfaces Leading Scrum teams / workstreams as part of large technology programme agile delivery in a cross countries model Managing end-to-end project delivery through effective project management, within agreed financial and time constraints Building long term trusted advisor relationships with our clients Work closely with clients to understand their fundamental business challenges and bring our experience of Insurance and Technology to enable them to transform their business Bringing insight, perspective and your experiences to clients in the insurance sector Skills and attributes for success Solution architecture; Large scale programme delivery (e.g. agile and waterfall) Technology package implementation (i.e. Guidewire, Fadata, Duckcreek, etc.) Target Operating Model; Process Automation, BPM and Digital Platforms, e.g. Pega, Mobile, Portals IT Strategy: Leading and developing a team Ability to engage with stakeholders and manage cross functional projects Ability to manage multiple stakeholder communities with varying levels of experience Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Experience of developing propositions that are current and relevant to our clients Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines High level of drive, commitment to achieving solutions, and ability to work under pressure Team player and leader who openly supports, encourages and shares knowledge with colleagues Working knowledge of the different SDLC and Agile project management methods such as SAFe, Scrum, Kanban and Scrumban Strong understanding of the insurance value chain or a part of it (from distribution and customer management through to administration - servicing, underwriting & claims management) To qualify for the role you must have Experience in Insurance gained through a top tier consultancy, a specialist financial services consultancy and/or a top tier insurer Experience of working on large technology implementations from a business or technical perspective with knowledge of requirements gathering and process definition Track record of successful delivery on large technology implementations, from business requirements gathering through go-live. Ideally, you'll also have Good appreciation of current market trends and how these are likely to impact key industry players Technical grounding and proven experience developing technical requirements and specifications, including knowledge of software engineering methodologies, reporting tools, modelling and testing What we look for We look for individuals who show the potential to develop strong client relationships. Ability to demonstrate intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Team players who openly support, encourage and share knowledge with colleagues What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you About EY As a global provider of assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.
Job Title: Junior Operations Analyst Location: Northfleet Mill Contract: 6 Month Hours: 37.5 per week Rates: 17.90 per hour Job Description SRG are looking for a junior operations analyst for a leading multinational consumer goods and personal care company that produces mostly paper-based consumer products. As part of this role, you will be responsible for providing operational financial support to the Mill. Responsible for the daily/monthly processing of various financial and/or mill requirements Duties and Responsibilities Finance & Operations To ensure production is reconciled prior to any stock take adjustments and weekly/monthly finance processing paper mill and finishing production To ensure scheduled hours is updated in the SAP system prior to any weekly/ monthly finance processing for paper mill and finishing production Support mill operational areas with daily reports, such as efficiencies, output rates, and other performance analysis. Ensure relevant weekly/monthly financial processes are followed and actioned with regard to material management in relation to stock, supporting the Planner/Operations Leader/ Product Supply analyst, as necessary Support, co-ordinate and collate all relevant processes and information, including liaising with central finance as necessary, to ensure appropriate month end/ accounting processes are compiled and completed to the required standard Responsible for producing the Mill performance reports at month end and to support operations in their understanding of month end results including; efficiency performance, output rates, and cost analysis Have a full understanding of all site processes Site expert in P2020 reporting guidelines Ability to support mill PSA position - have full knowledge of role for holiday and sickness cover. Mill Systems Be a key user/ SME for site application systems, including but not limited to; PIMS, SAP, and TekTerm. Manage and classify site PIMs reports in line with P2020 reporting requirements Support site data and communication on SharePoint system Support standard and non-standard report development for PIMS to support department objectives. Internal Control Support application of established corporate financial controls within the mill finance area of responsibility by the effective implementation and maintenance of financial policies and instructions. Perform agreed routine controls relating to the mill Internal Control environment - alongside and supporting Product Supply Analyst all compliance testing as an independent auditor. Utilise knowledge and experience to identify day to day control issues and identify control implications resulting from changing site circumstances and enlist the support of the Internal Control Specialist to advise / resolve. Support the documentation of site internal control procedures / changes and update of control logs Day to day co-ordination of issue resolution and internal control plan updates. Planning Support RFS cycle design and ad hoc updates, and communicate effectively to site Build relationship with site leadership as planning support Site access Provide site systems access to folders, SAP, and catalogue access Perform user access reviews in line with internal control requirements Accounts Payable Act as key site support for Accounts Payables queries, including one off payments Support site Purchasing team with knowledge and communication to site Experience and Qualifications The role holder will be educated to at least 'A' Level (or equivalent) standard. Experience within a manufacturing environment is desirable. Technical/Professional skills Excel proficiency is essential SAP experience is desirable but not essential CIMA foundation or AAT is desirable but not essential but would prefer a candidate willing to work towards a professional financial qualification. Mill experience is not essential. Personal attributes Communication Leveraging Diversity Impact Decision Making Managing Work Taking Ownership Building Customer Relationships Initiating Action Cooperation Adaptability Continuous Learning Providing Feedback Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Apr 26, 2025
Seasonal
Job Title: Junior Operations Analyst Location: Northfleet Mill Contract: 6 Month Hours: 37.5 per week Rates: 17.90 per hour Job Description SRG are looking for a junior operations analyst for a leading multinational consumer goods and personal care company that produces mostly paper-based consumer products. As part of this role, you will be responsible for providing operational financial support to the Mill. Responsible for the daily/monthly processing of various financial and/or mill requirements Duties and Responsibilities Finance & Operations To ensure production is reconciled prior to any stock take adjustments and weekly/monthly finance processing paper mill and finishing production To ensure scheduled hours is updated in the SAP system prior to any weekly/ monthly finance processing for paper mill and finishing production Support mill operational areas with daily reports, such as efficiencies, output rates, and other performance analysis. Ensure relevant weekly/monthly financial processes are followed and actioned with regard to material management in relation to stock, supporting the Planner/Operations Leader/ Product Supply analyst, as necessary Support, co-ordinate and collate all relevant processes and information, including liaising with central finance as necessary, to ensure appropriate month end/ accounting processes are compiled and completed to the required standard Responsible for producing the Mill performance reports at month end and to support operations in their understanding of month end results including; efficiency performance, output rates, and cost analysis Have a full understanding of all site processes Site expert in P2020 reporting guidelines Ability to support mill PSA position - have full knowledge of role for holiday and sickness cover. Mill Systems Be a key user/ SME for site application systems, including but not limited to; PIMS, SAP, and TekTerm. Manage and classify site PIMs reports in line with P2020 reporting requirements Support site data and communication on SharePoint system Support standard and non-standard report development for PIMS to support department objectives. Internal Control Support application of established corporate financial controls within the mill finance area of responsibility by the effective implementation and maintenance of financial policies and instructions. Perform agreed routine controls relating to the mill Internal Control environment - alongside and supporting Product Supply Analyst all compliance testing as an independent auditor. Utilise knowledge and experience to identify day to day control issues and identify control implications resulting from changing site circumstances and enlist the support of the Internal Control Specialist to advise / resolve. Support the documentation of site internal control procedures / changes and update of control logs Day to day co-ordination of issue resolution and internal control plan updates. Planning Support RFS cycle design and ad hoc updates, and communicate effectively to site Build relationship with site leadership as planning support Site access Provide site systems access to folders, SAP, and catalogue access Perform user access reviews in line with internal control requirements Accounts Payable Act as key site support for Accounts Payables queries, including one off payments Support site Purchasing team with knowledge and communication to site Experience and Qualifications The role holder will be educated to at least 'A' Level (or equivalent) standard. Experience within a manufacturing environment is desirable. Technical/Professional skills Excel proficiency is essential SAP experience is desirable but not essential CIMA foundation or AAT is desirable but not essential but would prefer a candidate willing to work towards a professional financial qualification. Mill experience is not essential. Personal attributes Communication Leveraging Diversity Impact Decision Making Managing Work Taking Ownership Building Customer Relationships Initiating Action Cooperation Adaptability Continuous Learning Providing Feedback Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Intapp is recruiting a Principal Consultant to join our Compliance team. The Principal Consultant participates as a member of the Professional Services team to fulfil the Intapp brand promise and delight our customers by providing world-class enterprise consulting services through platform implementation services designed to realize value, align business and strategic goals and to support strategic development of the customer. Intapp develops software and provides services to enable professional services firms to leverage the disruptive power of data, intelligent automation, and AI to better compete. Our goal is to enhance an organization's ability to win more business, operate profitably, manage risk, and collaborate more closely with clients. What you will do: Specifically, this role will: Participate as the Functional Lead of a project team during the product/platform implementation. Execute business process analysis, evaluation and design efforts to develop a solution that aligns the customer's operational and strategic goals and resolves challenges through the implementation, development and configuration of Intapp software. Produce organized, detailed, but easily consumed design documentation for purposes of capturing and conveying design/development/configuration of Intapp software. Support project Technical Lead in the implementation of the customer's design. Deliver product/platform training to customers on the developed and configured solution(s). Act as the trusted advisor and subject matter expert to the customer. Support other Intapp operations such as Support, Customer Success, Product and more. Create and maintain centralized implementation and training support collateral for use throughout implementation teams. What will need: 8+ years of experience as a CRM/Risk & Compliance consultant or business analyst 5+ years of experience in a CRM management, IT or Analyst role supporting CRM, Operations, or Legal and Finance or Accounting/Consulting business activities at professional services firms 12+ years of related work experience overall Extensive knowledge of Anti-Money Laundering (AML)/Know Your Client (KYC) and Client Due Diligence (CDD) regulations and requirements Organized, disciplined, but flexible independent professional with strong ability to task-switch and manage multiple competing projects Emotionally intelligent, engaging listener and thoughtful communicator possessing exceptional written and verbal skills Strong communicator, personable and collaborative Demonstrate maturity and acumen navigating business and professional environments Comfortable working independently Objective and goal-oriented professional who is used to achieving targets What you will gain at Intapp: Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We're committed to creating a modern work environment that's connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer: Competitive base salary plus variable compensation and equity Generous paid parental leave, including adoptive leave Generous Paid Time Off Family Formation benefit offered by Carrot Wellness programs and benefits provided by Modern Health Paid volunteer time off and donation matching for the causes you care about Opportunities for personal growth and professional development supported by a community of talented professionals An open, collaborative environment where your background and contributions are valued Experience at a growing public company where you can make an impact and achieve your goals Open offices and kitchens stocked with beverages and snacks Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain or to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers. About Us At Intapp we're creating a welcoming environment that promotes teamwork, collaboration, and enhanced performance. We bring together the perspectives of individuals from all backgrounds, experiences, preferences, and beliefs to create better outcomes for our clients, our people, and our communities. We foster a culture of individuals who are dedicated to listening to our clients and our partners - and we're focused on innovating our industry, one firm at a time. Intapp software helps professionals unlock their teams' knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp's portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms - across accounting, consulting, investment banking, legal, private capital, and real assets - trust Intapp's industry-specific platform and solutions to modernize and drive new growth.
Apr 25, 2025
Full time
Intapp is recruiting a Principal Consultant to join our Compliance team. The Principal Consultant participates as a member of the Professional Services team to fulfil the Intapp brand promise and delight our customers by providing world-class enterprise consulting services through platform implementation services designed to realize value, align business and strategic goals and to support strategic development of the customer. Intapp develops software and provides services to enable professional services firms to leverage the disruptive power of data, intelligent automation, and AI to better compete. Our goal is to enhance an organization's ability to win more business, operate profitably, manage risk, and collaborate more closely with clients. What you will do: Specifically, this role will: Participate as the Functional Lead of a project team during the product/platform implementation. Execute business process analysis, evaluation and design efforts to develop a solution that aligns the customer's operational and strategic goals and resolves challenges through the implementation, development and configuration of Intapp software. Produce organized, detailed, but easily consumed design documentation for purposes of capturing and conveying design/development/configuration of Intapp software. Support project Technical Lead in the implementation of the customer's design. Deliver product/platform training to customers on the developed and configured solution(s). Act as the trusted advisor and subject matter expert to the customer. Support other Intapp operations such as Support, Customer Success, Product and more. Create and maintain centralized implementation and training support collateral for use throughout implementation teams. What will need: 8+ years of experience as a CRM/Risk & Compliance consultant or business analyst 5+ years of experience in a CRM management, IT or Analyst role supporting CRM, Operations, or Legal and Finance or Accounting/Consulting business activities at professional services firms 12+ years of related work experience overall Extensive knowledge of Anti-Money Laundering (AML)/Know Your Client (KYC) and Client Due Diligence (CDD) regulations and requirements Organized, disciplined, but flexible independent professional with strong ability to task-switch and manage multiple competing projects Emotionally intelligent, engaging listener and thoughtful communicator possessing exceptional written and verbal skills Strong communicator, personable and collaborative Demonstrate maturity and acumen navigating business and professional environments Comfortable working independently Objective and goal-oriented professional who is used to achieving targets What you will gain at Intapp: Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We're committed to creating a modern work environment that's connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer: Competitive base salary plus variable compensation and equity Generous paid parental leave, including adoptive leave Generous Paid Time Off Family Formation benefit offered by Carrot Wellness programs and benefits provided by Modern Health Paid volunteer time off and donation matching for the causes you care about Opportunities for personal growth and professional development supported by a community of talented professionals An open, collaborative environment where your background and contributions are valued Experience at a growing public company where you can make an impact and achieve your goals Open offices and kitchens stocked with beverages and snacks Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain or to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers. About Us At Intapp we're creating a welcoming environment that promotes teamwork, collaboration, and enhanced performance. We bring together the perspectives of individuals from all backgrounds, experiences, preferences, and beliefs to create better outcomes for our clients, our people, and our communities. We foster a culture of individuals who are dedicated to listening to our clients and our partners - and we're focused on innovating our industry, one firm at a time. Intapp software helps professionals unlock their teams' knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp's portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms - across accounting, consulting, investment banking, legal, private capital, and real assets - trust Intapp's industry-specific platform and solutions to modernize and drive new growth.
Investment Management Fixed Income - ESG Research Specialist - Vice President London Basic Purpose We are seeking a Fixed Income Environmental, Social and Governance (ESG) Research Analyst who is passionate about the impact company behavior has on society, the environment and on corporate performance, and who has prior experience integrating ESG factors in financial analysis. An ideal candidate will bring passion for, and a good understanding of, governance topics and environmental and social issues, along with an understanding of how these issues can impact an investment thesis. They will be able to communicate views clearly, will be credible with company management teams as well as clients, will enjoy acting as an individual contributor within a highly collaborative team and firm culture, and will thrive by building strong relationships with colleagues. Primary Responsibilities Partner closely with the Fixed Income investment team (credit analysts, portfolio managers, traders and product specialists) to consistently incorporate ESG analysis into the investment process. Work with other ESG analysts to maintain models which assess the financial materiality of ESG factors for specific sectors and bond issuers and evaluate the overall ESG performance of issuers and securities in the investment universe. Produce forward-looking ESG sector theses which address current and emerging ESG issues. Seek and evaluate sources of information regarding ESG policies and performance of corporations and other issuers of fixed income securities. Partner with credit analysts to identify & incorporate ESG factors into investment analysis (credit notes, comp tables, etc.) and relate the information to bond valuations. Take part in Fixed Income-focused issuer engagement efforts (company dialogues, market level initiatives) in close collaboration with credit analysts and engagement specialists. Contribute to developing proprietary knowledge of ESG factors and materiality, original and innovative research outputs and external content. Assist in creating a productive, collaborative, and innovative team culture, including mentoring more junior team members. Qualifications: Bachelor's degree in Finance, Economics, Business or related fields in the Sustainability space; Master's degree a plus. Significant experience in the investment management industry, preferably with experience in responsible investment and ESG analysis. Knowledge of fixed income asset classes and investment strategies. Passion for aligning financial returns with environmental and societal impact. Excellent verbal and writing skills in English. Self-motivated, work individually or as part of a team with strong interpersonal and organizational skills. Strong work ethic and positive attitude, able to work under pressure to meet tight deadlines. Advanced MS Office (Word/PowerPoint/Excel) skills; experience with financial tools and databases (e.g., Bloomberg, FactSet, MSCI) and coding skills a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business.
Apr 25, 2025
Full time
Investment Management Fixed Income - ESG Research Specialist - Vice President London Basic Purpose We are seeking a Fixed Income Environmental, Social and Governance (ESG) Research Analyst who is passionate about the impact company behavior has on society, the environment and on corporate performance, and who has prior experience integrating ESG factors in financial analysis. An ideal candidate will bring passion for, and a good understanding of, governance topics and environmental and social issues, along with an understanding of how these issues can impact an investment thesis. They will be able to communicate views clearly, will be credible with company management teams as well as clients, will enjoy acting as an individual contributor within a highly collaborative team and firm culture, and will thrive by building strong relationships with colleagues. Primary Responsibilities Partner closely with the Fixed Income investment team (credit analysts, portfolio managers, traders and product specialists) to consistently incorporate ESG analysis into the investment process. Work with other ESG analysts to maintain models which assess the financial materiality of ESG factors for specific sectors and bond issuers and evaluate the overall ESG performance of issuers and securities in the investment universe. Produce forward-looking ESG sector theses which address current and emerging ESG issues. Seek and evaluate sources of information regarding ESG policies and performance of corporations and other issuers of fixed income securities. Partner with credit analysts to identify & incorporate ESG factors into investment analysis (credit notes, comp tables, etc.) and relate the information to bond valuations. Take part in Fixed Income-focused issuer engagement efforts (company dialogues, market level initiatives) in close collaboration with credit analysts and engagement specialists. Contribute to developing proprietary knowledge of ESG factors and materiality, original and innovative research outputs and external content. Assist in creating a productive, collaborative, and innovative team culture, including mentoring more junior team members. Qualifications: Bachelor's degree in Finance, Economics, Business or related fields in the Sustainability space; Master's degree a plus. Significant experience in the investment management industry, preferably with experience in responsible investment and ESG analysis. Knowledge of fixed income asset classes and investment strategies. Passion for aligning financial returns with environmental and societal impact. Excellent verbal and writing skills in English. Self-motivated, work individually or as part of a team with strong interpersonal and organizational skills. Strong work ethic and positive attitude, able to work under pressure to meet tight deadlines. Advanced MS Office (Word/PowerPoint/Excel) skills; experience with financial tools and databases (e.g., Bloomberg, FactSet, MSCI) and coding skills a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business.
Location: Croydon Recruiter contact: Ainsley Anstess Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business unit We help conceive, drive, and implement transport solutions for cities, regions, and asset owners/operators around the globe. From preparing the business case and advising on related issues - such as revenue, procurement, and environmental legislation - to delivering the completed infrastructure and helping maintain it. Our planning, engineering, environmental and management skills cover the whole project cycle. We play a major role in developing and delivering the Global Transport Sector Strategy. Job Description As a Principal Civil Asset Consultant in our Special Services team, you will be joining and helping to lead a unique and talented multi-disciplinary team that includes civil, structural and geotechnical engineers, structural analysts, materials engineers, data analysts and information and asset management specialists. We work on a wide range of projects that span the full lifecycle of civil engineering assets in the UK road, rail, water and energy sectors in the UK and beyond, including tunnels, bridges, retaining walls, culverts, piers and jetties, geotechnical and drainage assets. We contribute to the design of new assets and advise on the management of existing assets, involving the collection and analysis of construction, condition and performance data, specialist structural investigation, testing and assessment, and the development of asset management processes, tools and technologies. Job Profile Mott MacDonald's Special Services team is currently recruiting for a Principal Civil/Structural Asset Consultant to join our Special Services team, working principally from our Croydon, Sheffield or Birmingham offices. We help major UK infrastructure owners such as Network Rail and Highways England to develop technical solutions to meet their needs and optimise the value of their civil engineering assets, supporting them in achieving their organisational goals. Our projects are highly varied, for example we are currently: Working with the National Physical Laboratory (NPL) to develop an automated asset inspection system based on 'computer vision' and automated defect recognition and classification algorithms; Writing industry best practice guidance on civil engineering asset management and new technologies for investigating structures; Investigating a variety of ageing structures, including tunnels, bridges, culverts and jetties, to understand their current condition, capacity and future deterioration, and developing options for extending their service life; Developing data-driven deterioration models, risk assessment and asset management processes for structures and geotechnical assets on the UK rail and road networks; Updating National Highways's online GIS-based management system for their geotechnical and drainage assets, a system that we originally created and have managed for them since the early 2000s. This is an opportunity to be part of a team with truly cross-disciplinary, cross-sector expertise and approach that includes specialists in a diverse range of disciplines including civil and structural engineering, materials technology, geotechnical engineering, data and asset management and analytics. As a senior member of our team you will be responsible for the creation, technical leadership and management of projects that include developing strategies, plans, processes and tools for managing risk and optimising the value of civil engineering assets. You will use your engineering domain knowledge and the experience you have gained, to solve problems and develop solutions for the many and varied technical challenges that come our team's way, ensuring that the work we do has a sound technical basis and delivers on our client's requirements. In all of this you will use your knowledge of how civil engineering assets perform as part of wider infrastructure systems and critically appraise requirements to ensure that the work we do is practical and deliverable and adds value in the wider context of our clients' businesses. Other responsibilities will include: Guiding and supporting the development of the technical capabilities of our team, line management and mentoring of individuals and setting and maintaining high professional and technical standards. Developing and growing sound and trusting relationships with external and internal clients to understand their needs and help support their businesses by providing our services. Developing and scoping solutions in response to invitations to tender and other opportunities, preparing and reviewing proposals including technical and commercial aspects. Managing and leading the technical and commercial aspects of projects, taking responsibility for all aspects of their delivery and performance. Producing, checking and reviewing technical deliverables to ensure they meet client needs, quality standards and contracted obligations. Supporting innovation and the use of technology to enhance the delivery, efficiency and quality of our work and the services we offer to clients. Candidate Specification: The role would suit someone who has sound civil/structural engineering technical and problem-solving skills and would like to apply them to a highly diverse portfolio of projects. You are interested in new developments and technologies and how they can be applied in civil engineering and asset management. You enjoy challenge and diversity, working in a highly technical environment, across a variety of asset and construction types and materials in various sectors and for a range of clients. You will have strong inter-personal, influencing, presentation and report writing skills and be comfortable working collaboratively with and coordinating the input of colleagues with different skillsets, taking responsibility as a technical leader or a team member as the need arises. You've previously worked on multiple concurrent and multi-disciplinary commissions and have proven client engagement and project management skills. You're also confident in representing the company to clients and working with a range of project stakeholders. In addition to this you have previously managed small teams of engineers and have mentored or trained members of the wider engineering team. You will have experience of planning, executing and interpreting the results of inspections and investigations of a variety of civil engineering assets, appraising their condition and performance and developing strategies, detailed proposals and designs for their enhancement and life-extension. Additionally you will be familiar with asset management principles and bring your understanding and knowledge of the needs of asset-owning client organisations to all the work that you do, so that the solutions you develop are practical and add value in that context. You will also be able to demonstrate the following: A degree or post-graduate degree (2.1 + or equivalent) in Civil Engineering or other STEM subject Chartered with a relevant professional institution (ICE, IStructE, IET or similar) Experience in the inspection, investigation, monitoring and assessment of civil engineering structures, an understanding of how they perform, deteriorate and fail and how they can be protected, maintained and repaired Good interpersonal skills with the ability to engage and build professional relationships with clients, peers and other organisations Additional desirable skills and experience: Specialist knowledge of the management of civil engineering assets in one or more types of infrastructure, e.g. transport (highways/railways), utilities, energy, defence. Developing asset management plans and strategies for individual assets or groups of assets. Applied research, development and the use of technology to gather and analyse data. Working with asset data to create models and practical tools for asset management and decision-making processes. UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business . click apply for full job details
Apr 25, 2025
Full time
Location: Croydon Recruiter contact: Ainsley Anstess Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business unit We help conceive, drive, and implement transport solutions for cities, regions, and asset owners/operators around the globe. From preparing the business case and advising on related issues - such as revenue, procurement, and environmental legislation - to delivering the completed infrastructure and helping maintain it. Our planning, engineering, environmental and management skills cover the whole project cycle. We play a major role in developing and delivering the Global Transport Sector Strategy. Job Description As a Principal Civil Asset Consultant in our Special Services team, you will be joining and helping to lead a unique and talented multi-disciplinary team that includes civil, structural and geotechnical engineers, structural analysts, materials engineers, data analysts and information and asset management specialists. We work on a wide range of projects that span the full lifecycle of civil engineering assets in the UK road, rail, water and energy sectors in the UK and beyond, including tunnels, bridges, retaining walls, culverts, piers and jetties, geotechnical and drainage assets. We contribute to the design of new assets and advise on the management of existing assets, involving the collection and analysis of construction, condition and performance data, specialist structural investigation, testing and assessment, and the development of asset management processes, tools and technologies. Job Profile Mott MacDonald's Special Services team is currently recruiting for a Principal Civil/Structural Asset Consultant to join our Special Services team, working principally from our Croydon, Sheffield or Birmingham offices. We help major UK infrastructure owners such as Network Rail and Highways England to develop technical solutions to meet their needs and optimise the value of their civil engineering assets, supporting them in achieving their organisational goals. Our projects are highly varied, for example we are currently: Working with the National Physical Laboratory (NPL) to develop an automated asset inspection system based on 'computer vision' and automated defect recognition and classification algorithms; Writing industry best practice guidance on civil engineering asset management and new technologies for investigating structures; Investigating a variety of ageing structures, including tunnels, bridges, culverts and jetties, to understand their current condition, capacity and future deterioration, and developing options for extending their service life; Developing data-driven deterioration models, risk assessment and asset management processes for structures and geotechnical assets on the UK rail and road networks; Updating National Highways's online GIS-based management system for their geotechnical and drainage assets, a system that we originally created and have managed for them since the early 2000s. This is an opportunity to be part of a team with truly cross-disciplinary, cross-sector expertise and approach that includes specialists in a diverse range of disciplines including civil and structural engineering, materials technology, geotechnical engineering, data and asset management and analytics. As a senior member of our team you will be responsible for the creation, technical leadership and management of projects that include developing strategies, plans, processes and tools for managing risk and optimising the value of civil engineering assets. You will use your engineering domain knowledge and the experience you have gained, to solve problems and develop solutions for the many and varied technical challenges that come our team's way, ensuring that the work we do has a sound technical basis and delivers on our client's requirements. In all of this you will use your knowledge of how civil engineering assets perform as part of wider infrastructure systems and critically appraise requirements to ensure that the work we do is practical and deliverable and adds value in the wider context of our clients' businesses. Other responsibilities will include: Guiding and supporting the development of the technical capabilities of our team, line management and mentoring of individuals and setting and maintaining high professional and technical standards. Developing and growing sound and trusting relationships with external and internal clients to understand their needs and help support their businesses by providing our services. Developing and scoping solutions in response to invitations to tender and other opportunities, preparing and reviewing proposals including technical and commercial aspects. Managing and leading the technical and commercial aspects of projects, taking responsibility for all aspects of their delivery and performance. Producing, checking and reviewing technical deliverables to ensure they meet client needs, quality standards and contracted obligations. Supporting innovation and the use of technology to enhance the delivery, efficiency and quality of our work and the services we offer to clients. Candidate Specification: The role would suit someone who has sound civil/structural engineering technical and problem-solving skills and would like to apply them to a highly diverse portfolio of projects. You are interested in new developments and technologies and how they can be applied in civil engineering and asset management. You enjoy challenge and diversity, working in a highly technical environment, across a variety of asset and construction types and materials in various sectors and for a range of clients. You will have strong inter-personal, influencing, presentation and report writing skills and be comfortable working collaboratively with and coordinating the input of colleagues with different skillsets, taking responsibility as a technical leader or a team member as the need arises. You've previously worked on multiple concurrent and multi-disciplinary commissions and have proven client engagement and project management skills. You're also confident in representing the company to clients and working with a range of project stakeholders. In addition to this you have previously managed small teams of engineers and have mentored or trained members of the wider engineering team. You will have experience of planning, executing and interpreting the results of inspections and investigations of a variety of civil engineering assets, appraising their condition and performance and developing strategies, detailed proposals and designs for their enhancement and life-extension. Additionally you will be familiar with asset management principles and bring your understanding and knowledge of the needs of asset-owning client organisations to all the work that you do, so that the solutions you develop are practical and add value in that context. You will also be able to demonstrate the following: A degree or post-graduate degree (2.1 + or equivalent) in Civil Engineering or other STEM subject Chartered with a relevant professional institution (ICE, IStructE, IET or similar) Experience in the inspection, investigation, monitoring and assessment of civil engineering structures, an understanding of how they perform, deteriorate and fail and how they can be protected, maintained and repaired Good interpersonal skills with the ability to engage and build professional relationships with clients, peers and other organisations Additional desirable skills and experience: Specialist knowledge of the management of civil engineering assets in one or more types of infrastructure, e.g. transport (highways/railways), utilities, energy, defence. Developing asset management plans and strategies for individual assets or groups of assets. Applied research, development and the use of technology to gather and analyse data. Working with asset data to create models and practical tools for asset management and decision-making processes. UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business . click apply for full job details
The Role Optima Partners is a forward-thinking professional services firm on an exciting growth trajectory. As we expand from 50 to 200 employees over the next two years, we are strengthening our team and are now looking for a skilled and experienced Head of Analytics & Data Science to lead and guide a team of data science professionals in the data space to help our clients deliver on their chosen business priorities. As Head of Analytics and Data Science, you will play a leading role in driving the analytics & data science agenda in the Advanced Data Practice. Your primary role will be to develop and grow a team of data analysts and data scientists as they deliver across a varied portfolio of client-facing projects. You will support business development leads in creating and converting new opportunities, as the technical authority on the application of data science in use cases across all our sectors. You will use your knowledge and practical experience to develop a best practice operating model to assure robust and commercially viable machine learning solutions are deployed and adopted with clients. You will line-manage members of the Decision Sciences and Machine Learning team, setting their goals, helping their personal development, and enhancing overall colleague satisfaction. This is a fantastic opportunity for a passionate and experienced data science practitioner looking to progress their career in a leadership role, to drive forward an ambitious data science agenda. In return, you will benefit from our Advanced Data Practice's continuous learning and development, helping us all to stay at the forefront of a fast-paced data-driven world. Key Responsibilities Line Management : Managing 8-10 team data scientists and analysts (via 2-3 lead/managers), looking after their performance, PDP, and career growth. Client delivery: Delivery assurance on client projects, principally in the role of a technical oversight or technical expert. Business and Commercial Development : Support the Director of DSML and Director of Solutions in maturing BD opportunities. Financial Discipline: Support the DSML director in having an accurate view of the team's key financial metrics. You will work with the delivery team and client engagement managers to set standard ways of working and templated approaches to different types of engagements. You will be a natural communicator, able to articulate business problems/requirements to data scientists and engineers within delivery teams and data science/engineering solutions and concepts to business stakeholders. Skills and Experience A highly motivated, enthused, and energised attitude. A solution-finding mindset that seeks solutions rather than spots obstacles. Passion to foster a One-Team mentality, through driving and promoting a dynamic team activity agenda. A passion to nurture and grow talent in the Advanced Data Practice. Qualifications and Education Requirements Min 2.1 degree in a scientific/mathematical discipline (STEM). Preferably a MSc/other postgraduate degree in a quantitative discipline. A postgraduate degree (MSc/PhD) in a quantitative discipline. Desired: professional qualification or membership of a data science-related body. Key Technical Skills Ability to abstract complex business problems into data, model, and decisioning ecosystems. Advanced knowledge of Statistics and ML techniques. Proficient in a range of programming languages (Python and/or R preferable, SQL, C#, Java). Solid grasp of popular and emerging technology stack for building and orchestrating ML solutions. A strong grasp of profit-loss dynamics and value drivers in a range of commercial settings. Key Business Skills Ability to spot commercial opportunities for data science use cases in existing and new client conversations. Excellent people skills, with ability to engage confidently with senior/C-suite leadership within clients. Strong coaching and mentoring skills. Excellent written and presentation skills. The Company Optima Partners is an advanced data and business consultancy headquartered in Edinburgh, UK. We are a practitioner-led organisation that collaborates with top consumer brands to drive transformation and foster customer-centricity through our expertise in customer strategy, innovative design, and advanced data science and engineering. We help our clients get closer to their customers, to truly understand them, and deliver exactly the right products, engagement, and experiences across all channels and interactions.
Apr 25, 2025
Full time
The Role Optima Partners is a forward-thinking professional services firm on an exciting growth trajectory. As we expand from 50 to 200 employees over the next two years, we are strengthening our team and are now looking for a skilled and experienced Head of Analytics & Data Science to lead and guide a team of data science professionals in the data space to help our clients deliver on their chosen business priorities. As Head of Analytics and Data Science, you will play a leading role in driving the analytics & data science agenda in the Advanced Data Practice. Your primary role will be to develop and grow a team of data analysts and data scientists as they deliver across a varied portfolio of client-facing projects. You will support business development leads in creating and converting new opportunities, as the technical authority on the application of data science in use cases across all our sectors. You will use your knowledge and practical experience to develop a best practice operating model to assure robust and commercially viable machine learning solutions are deployed and adopted with clients. You will line-manage members of the Decision Sciences and Machine Learning team, setting their goals, helping their personal development, and enhancing overall colleague satisfaction. This is a fantastic opportunity for a passionate and experienced data science practitioner looking to progress their career in a leadership role, to drive forward an ambitious data science agenda. In return, you will benefit from our Advanced Data Practice's continuous learning and development, helping us all to stay at the forefront of a fast-paced data-driven world. Key Responsibilities Line Management : Managing 8-10 team data scientists and analysts (via 2-3 lead/managers), looking after their performance, PDP, and career growth. Client delivery: Delivery assurance on client projects, principally in the role of a technical oversight or technical expert. Business and Commercial Development : Support the Director of DSML and Director of Solutions in maturing BD opportunities. Financial Discipline: Support the DSML director in having an accurate view of the team's key financial metrics. You will work with the delivery team and client engagement managers to set standard ways of working and templated approaches to different types of engagements. You will be a natural communicator, able to articulate business problems/requirements to data scientists and engineers within delivery teams and data science/engineering solutions and concepts to business stakeholders. Skills and Experience A highly motivated, enthused, and energised attitude. A solution-finding mindset that seeks solutions rather than spots obstacles. Passion to foster a One-Team mentality, through driving and promoting a dynamic team activity agenda. A passion to nurture and grow talent in the Advanced Data Practice. Qualifications and Education Requirements Min 2.1 degree in a scientific/mathematical discipline (STEM). Preferably a MSc/other postgraduate degree in a quantitative discipline. A postgraduate degree (MSc/PhD) in a quantitative discipline. Desired: professional qualification or membership of a data science-related body. Key Technical Skills Ability to abstract complex business problems into data, model, and decisioning ecosystems. Advanced knowledge of Statistics and ML techniques. Proficient in a range of programming languages (Python and/or R preferable, SQL, C#, Java). Solid grasp of popular and emerging technology stack for building and orchestrating ML solutions. A strong grasp of profit-loss dynamics and value drivers in a range of commercial settings. Key Business Skills Ability to spot commercial opportunities for data science use cases in existing and new client conversations. Excellent people skills, with ability to engage confidently with senior/C-suite leadership within clients. Strong coaching and mentoring skills. Excellent written and presentation skills. The Company Optima Partners is an advanced data and business consultancy headquartered in Edinburgh, UK. We are a practitioner-led organisation that collaborates with top consumer brands to drive transformation and foster customer-centricity through our expertise in customer strategy, innovative design, and advanced data science and engineering. We help our clients get closer to their customers, to truly understand them, and deliver exactly the right products, engagement, and experiences across all channels and interactions.
Rothesay is the UK's largest pensions insurance specialist, purpose-built to protect pension schemes and their members' pensions. With over £68 billion of assets under management, we secure the pensions of more than one million people and pay out, on average, approximately £200 million in pension payments each month. Rothesay is dedicated to providing excellence in customer service alongside prudent underwriting, a conservative investment strategy and the careful management of risk. We are trusted by the pension schemes of some of the UK's best-known companies to provide pension solutions, including British Airways, Cadbury, the Civil Aviation Authority, the Co-Operative, Morrisons, Smiths Industries and Telent. At Rothesay, we are striving to transform our industry. We believe deeply in creating real security for the future and our leadership in finding new and better ways to do that is the key to our success. To do that, we need the very brightest original thinkers to bring creativity as well as rigour. Rothesay is a rewarding place to work, where quality people can thrive and prosper. We pride ourselves on the connections our people build, many of whom have been with us for over ten years. Job title: Scheme Transition Manager Reports to: Head of Transitions Role type: Permanent SMCR classification: Conduct staff The Scheme Transition Manager role sits within the Transitions team at Rothesay whose core responsibilities include working closely with key internal and external stakeholders to support the implementation ("onboarding") of new clients covering all de-risking transaction types. The Scheme Transition Manager will become involved with a new client from the point of initial due diligence and will remain involved through to final premium adjustments and issuance of Individual Policies, if applicable. The team is formed of experienced analysts and managers, and works closely with Pricing Actuaries, Business Development, Technology, and the Liability Operations teams. As a Scheme Transition Manager, you will have the opportunity to look after all aspects of new deal transactions and be responsible for the trade implementation in-house and ongoing client relationship management with the scheme. Automation is key to long term business scalability and continued efficiency drives will ensure the team remains the go-to option for new business transactions. The work is fast-paced and constantly expanding - the role presents a great opportunity to join an exciting, technical, and dynamic project-based team. This multifaceted role would suit an individual with a background in DB pensions consulting, who is comfortable working with data and confident in communicating with internal and external stakeholders. Other backgrounds will be considered if the required skills and competencies are demonstrated. Job Responsibilities: Oversight of new business and long term buy-in transactions. Manage a portfolio of implementations, acting as a single point of contact for Trustees and their advisors and responsible for working with other teams internally to resolve any issues in a timely manner. As required, participate in new business pitches to present Rothesay's service capabilities and our implementation processes & timelines. For Buy Out and Residual Risk transactions, contribute to detailed due diligence on pension scheme's admin records and data to ensure that key cleansing items are identified. Work with the business development and execution teams to agree key contractual terms for each transaction. Develop and manage project plans ensuring that both contractual and customer commitments are delivered on time, chairing regular implementation meetings with clients and their administrators as appropriate. Work with our TPAs to draft and develop individual policy documentation, where required. Ensuring that the benefits described are in line with those secured by the client and then oversee the issuance of policies to the scheme members. Work with the Rothesay Operations team to ensure a seamless handover of clients into BAU admin once the implementation phase is completed. Maintain and produce accurate management information as required, and deliver presentations to internal and external stakeholders (including senior management). Lead in developing firmwide initiatives which generate further efficiencies, both internally and to improve the client experience. Keep up to date with legislative, product and market changes affecting our core business and the products that Rothesay offer. Skills and experience required: Technical DB pensions knowledge including regulation and benefit structures - gained through a background in operations, implementation or consulting. Good understanding of de-risking market and associated products. Exposure to working with or for pension advisory firms. Excellent verbal and written communication/presentation skills - ability to communicate effectively and confidently with external and internal stakeholders at all levels of seniority. Strong analytical and problem-solving skills - demonstrate a high level of attention to detail. Good evidence of successful project management planning & delivery and stakeholder management skills. Is self-sufficient, organised and accountable - lead on projects through to completion. A team player - able to help others both in and out of the team where appropriate. Technical Skills - Demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate analytical skills. Drive and Motivation - Be a self-starter; successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks. Teamwork - Demonstrate evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions. Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others. Judgement and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues. Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value. Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations. Disclaimer This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties, but to describe a position level. The role shall be performed within a professional office environment. Rothesay has health and safety policies that are available for all workers upon request. There are no specific health risks associated with the role. Inclusion Rothesay actively promotes diversity and inclusivity. We know that our success depends on our people and that by nurturing a culture that values difference, we create a stronger, more dynamic business. We welcome applications from all qualified candidates, regardless of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability or age.
Apr 25, 2025
Full time
Rothesay is the UK's largest pensions insurance specialist, purpose-built to protect pension schemes and their members' pensions. With over £68 billion of assets under management, we secure the pensions of more than one million people and pay out, on average, approximately £200 million in pension payments each month. Rothesay is dedicated to providing excellence in customer service alongside prudent underwriting, a conservative investment strategy and the careful management of risk. We are trusted by the pension schemes of some of the UK's best-known companies to provide pension solutions, including British Airways, Cadbury, the Civil Aviation Authority, the Co-Operative, Morrisons, Smiths Industries and Telent. At Rothesay, we are striving to transform our industry. We believe deeply in creating real security for the future and our leadership in finding new and better ways to do that is the key to our success. To do that, we need the very brightest original thinkers to bring creativity as well as rigour. Rothesay is a rewarding place to work, where quality people can thrive and prosper. We pride ourselves on the connections our people build, many of whom have been with us for over ten years. Job title: Scheme Transition Manager Reports to: Head of Transitions Role type: Permanent SMCR classification: Conduct staff The Scheme Transition Manager role sits within the Transitions team at Rothesay whose core responsibilities include working closely with key internal and external stakeholders to support the implementation ("onboarding") of new clients covering all de-risking transaction types. The Scheme Transition Manager will become involved with a new client from the point of initial due diligence and will remain involved through to final premium adjustments and issuance of Individual Policies, if applicable. The team is formed of experienced analysts and managers, and works closely with Pricing Actuaries, Business Development, Technology, and the Liability Operations teams. As a Scheme Transition Manager, you will have the opportunity to look after all aspects of new deal transactions and be responsible for the trade implementation in-house and ongoing client relationship management with the scheme. Automation is key to long term business scalability and continued efficiency drives will ensure the team remains the go-to option for new business transactions. The work is fast-paced and constantly expanding - the role presents a great opportunity to join an exciting, technical, and dynamic project-based team. This multifaceted role would suit an individual with a background in DB pensions consulting, who is comfortable working with data and confident in communicating with internal and external stakeholders. Other backgrounds will be considered if the required skills and competencies are demonstrated. Job Responsibilities: Oversight of new business and long term buy-in transactions. Manage a portfolio of implementations, acting as a single point of contact for Trustees and their advisors and responsible for working with other teams internally to resolve any issues in a timely manner. As required, participate in new business pitches to present Rothesay's service capabilities and our implementation processes & timelines. For Buy Out and Residual Risk transactions, contribute to detailed due diligence on pension scheme's admin records and data to ensure that key cleansing items are identified. Work with the business development and execution teams to agree key contractual terms for each transaction. Develop and manage project plans ensuring that both contractual and customer commitments are delivered on time, chairing regular implementation meetings with clients and their administrators as appropriate. Work with our TPAs to draft and develop individual policy documentation, where required. Ensuring that the benefits described are in line with those secured by the client and then oversee the issuance of policies to the scheme members. Work with the Rothesay Operations team to ensure a seamless handover of clients into BAU admin once the implementation phase is completed. Maintain and produce accurate management information as required, and deliver presentations to internal and external stakeholders (including senior management). Lead in developing firmwide initiatives which generate further efficiencies, both internally and to improve the client experience. Keep up to date with legislative, product and market changes affecting our core business and the products that Rothesay offer. Skills and experience required: Technical DB pensions knowledge including regulation and benefit structures - gained through a background in operations, implementation or consulting. Good understanding of de-risking market and associated products. Exposure to working with or for pension advisory firms. Excellent verbal and written communication/presentation skills - ability to communicate effectively and confidently with external and internal stakeholders at all levels of seniority. Strong analytical and problem-solving skills - demonstrate a high level of attention to detail. Good evidence of successful project management planning & delivery and stakeholder management skills. Is self-sufficient, organised and accountable - lead on projects through to completion. A team player - able to help others both in and out of the team where appropriate. Technical Skills - Demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate analytical skills. Drive and Motivation - Be a self-starter; successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks. Teamwork - Demonstrate evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions. Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others. Judgement and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues. Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value. Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations. Disclaimer This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties, but to describe a position level. The role shall be performed within a professional office environment. Rothesay has health and safety policies that are available for all workers upon request. There are no specific health risks associated with the role. Inclusion Rothesay actively promotes diversity and inclusivity. We know that our success depends on our people and that by nurturing a culture that values difference, we create a stronger, more dynamic business. We welcome applications from all qualified candidates, regardless of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability or age.
Our client is global asset management firm, and an industry leader in sustainable investing. This role will work as part of the Sustainable Research team and be responsible for the quantitative data produced by the team and provide quantitative support on various aspects of the research process. Key responsibilities: Work closely with Head of ESG and the investment teams to develop or improve ESG assessment methodologies Contribute to the design and implementation of methodologies for portfolio assessments including Portfolio temperature rating, Low Carbon metrics, net zero targets, biodiversity research and human capital assessment Develop, maintain and upgrade data models to ensure it is correctly integrated and fit for purpose Manage relationships with ESG data vendors Contribute to the publication of ESG investment research papers Ideal Candidate Profile: 3-6 years' work experience in the ESG field, preferably with an asset manager, investment bank or fintech Working knowledge of one (or more) of the following programming languages; Python, R, Matlab or SQL Interest in sustainable investing/ESG related issues Ideally knowledge of Bloomberg and other data platforms Degree educated in a relevant field, preferably with a quantitative capacity Collaborative approach to work Excellent analytical and problem-solving skills Collaborative approach to work, driven by performance and high self-motivation Strong communication skills and assertiveness Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job
Apr 25, 2025
Full time
Our client is global asset management firm, and an industry leader in sustainable investing. This role will work as part of the Sustainable Research team and be responsible for the quantitative data produced by the team and provide quantitative support on various aspects of the research process. Key responsibilities: Work closely with Head of ESG and the investment teams to develop or improve ESG assessment methodologies Contribute to the design and implementation of methodologies for portfolio assessments including Portfolio temperature rating, Low Carbon metrics, net zero targets, biodiversity research and human capital assessment Develop, maintain and upgrade data models to ensure it is correctly integrated and fit for purpose Manage relationships with ESG data vendors Contribute to the publication of ESG investment research papers Ideal Candidate Profile: 3-6 years' work experience in the ESG field, preferably with an asset manager, investment bank or fintech Working knowledge of one (or more) of the following programming languages; Python, R, Matlab or SQL Interest in sustainable investing/ESG related issues Ideally knowledge of Bloomberg and other data platforms Degree educated in a relevant field, preferably with a quantitative capacity Collaborative approach to work Excellent analytical and problem-solving skills Collaborative approach to work, driven by performance and high self-motivation Strong communication skills and assertiveness Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job
Associate - Strategic Advisory (Industrials) PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients. The Advisory group is one of the most experienced Investment Banking teams in the industry and has been involved in some of the largest, most complex transactions of the past twenty years. Our global Industrials team focuses on a diverse set of sub-verticals, with senior London bankers specialising in Automotive, Capital Goods, Aerospace & Defence, Business Services, Power Equipment, Industrial Technology, New Energy, Transport & Logistics and Chemicals. The Associate focused in the Industrials space will be a critical part of expanding the platform with heavy involvement in both deal execution and business development, working with lean deal teams and directly with senior industrials practitioners at PJT. Responsibilities for this individual will include: Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers, acquisitions, and other strategic combinations, asset sales, and divestures. Leading the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiating of contracts and other agreements; work with senior management and coordinate associate/analyst materials. Analysing financial data and developments in financial markets important to the business of PJT Partners. Conducting research of targeted industries for investment purposes. Performing valuation analysis of prospective investment opportunities under consideration, including the assessment of financial risks. Comparing a company's financial data with other companies of the same industry, size, and location to the forecast of industry trends. Designing and developing quantitative models to assess the economic performance of targeted companies. Preparing written analysis and evaluations of investment opportunities for use by PJT Partners management and review by clients. Participating in both internal and external client meetings, negotiation of contracts and other agreements, and due diligence sessions. The team is well established at the Partner and Managing Director levels and is looking for a candidate with relevant industrials experience, a strong interest in working across large and small companies and the personality to thrive as a key part of the industrials team. Qualifications We seek to hire individuals who are highly motivated, intelligent, and are proven self-starters. In addition to strong analytical and quantitative skills, the successful candidate should have excellent communication skills, a demonstrated ability to write effectively, interests outside of work and a desire to work in a team environment. A strong background in finance/accounting is required. To be considered for the position, applicants must also meet the following criteria: Bachelor's Degree Minimum 3 years of experience in investment banking plus affinity with and/or direct experience in general industrials Resume must be in PDF format PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources. California Applicants: PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance.
Apr 25, 2025
Full time
Associate - Strategic Advisory (Industrials) PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients. The Advisory group is one of the most experienced Investment Banking teams in the industry and has been involved in some of the largest, most complex transactions of the past twenty years. Our global Industrials team focuses on a diverse set of sub-verticals, with senior London bankers specialising in Automotive, Capital Goods, Aerospace & Defence, Business Services, Power Equipment, Industrial Technology, New Energy, Transport & Logistics and Chemicals. The Associate focused in the Industrials space will be a critical part of expanding the platform with heavy involvement in both deal execution and business development, working with lean deal teams and directly with senior industrials practitioners at PJT. Responsibilities for this individual will include: Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers, acquisitions, and other strategic combinations, asset sales, and divestures. Leading the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiating of contracts and other agreements; work with senior management and coordinate associate/analyst materials. Analysing financial data and developments in financial markets important to the business of PJT Partners. Conducting research of targeted industries for investment purposes. Performing valuation analysis of prospective investment opportunities under consideration, including the assessment of financial risks. Comparing a company's financial data with other companies of the same industry, size, and location to the forecast of industry trends. Designing and developing quantitative models to assess the economic performance of targeted companies. Preparing written analysis and evaluations of investment opportunities for use by PJT Partners management and review by clients. Participating in both internal and external client meetings, negotiation of contracts and other agreements, and due diligence sessions. The team is well established at the Partner and Managing Director levels and is looking for a candidate with relevant industrials experience, a strong interest in working across large and small companies and the personality to thrive as a key part of the industrials team. Qualifications We seek to hire individuals who are highly motivated, intelligent, and are proven self-starters. In addition to strong analytical and quantitative skills, the successful candidate should have excellent communication skills, a demonstrated ability to write effectively, interests outside of work and a desire to work in a team environment. A strong background in finance/accounting is required. To be considered for the position, applicants must also meet the following criteria: Bachelor's Degree Minimum 3 years of experience in investment banking plus affinity with and/or direct experience in general industrials Resume must be in PDF format PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources. California Applicants: PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance.
Investment Analyst - Private & Public Equity Job details Location London Date Posted 14 January 2021 Category Investment Job Type Permanent Job ID Competitive Description A growing, dynamic and long-term investment firm is seeking to hire an Investment Analyst. The firm manages a permanent capital base and has a long-term investment horizon, managing a highly concentrated portfolio of both private and publicly listed businesses spanning sectors and geographies. This is an exciting opportunity to join a firm that follows an entrepreneurial, open and friendly approach. Key Responsibilities: Conduct analysis of specific companies and industries to generate investment ideas Discuss investment recommendations with Portfolio Managers Build financial models, analyse financial performance, returns on capital and valuation Produce investment memorandums and presentations Keep research up to date for companies already in the portfolios Attend company meetings and industry conferences Candidate Profile: 2-4 years' work experience as an investment banking analyst in a top-tier investment bank Excellent financial modelling skills Preferably studying towards or have completed CFA programme Intellectually curious and passionate about business and investing Self-motivated, extremely diligent and willing to go the extra mile to produce meticulous work Strong academic record Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job
Apr 25, 2025
Full time
Investment Analyst - Private & Public Equity Job details Location London Date Posted 14 January 2021 Category Investment Job Type Permanent Job ID Competitive Description A growing, dynamic and long-term investment firm is seeking to hire an Investment Analyst. The firm manages a permanent capital base and has a long-term investment horizon, managing a highly concentrated portfolio of both private and publicly listed businesses spanning sectors and geographies. This is an exciting opportunity to join a firm that follows an entrepreneurial, open and friendly approach. Key Responsibilities: Conduct analysis of specific companies and industries to generate investment ideas Discuss investment recommendations with Portfolio Managers Build financial models, analyse financial performance, returns on capital and valuation Produce investment memorandums and presentations Keep research up to date for companies already in the portfolios Attend company meetings and industry conferences Candidate Profile: 2-4 years' work experience as an investment banking analyst in a top-tier investment bank Excellent financial modelling skills Preferably studying towards or have completed CFA programme Intellectually curious and passionate about business and investing Self-motivated, extremely diligent and willing to go the extra mile to produce meticulous work Strong academic record Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job
Job details Location: London Date Posted: 7 April 2019 Category: Investment Job Type: Permanent Job ID: J16860 Description A leading asset management firm is looking to hire a Quantitative Portfolio Manager to help manage the equity factor portfolios. This position will join the portfolio management team of a firm at the leading edge of equity factor-based investing. Main Responsibilities: Manage systematic equity portfolios Ensure effective allocation of risk exposure and monitor the performance of the held stocks Develop new factor signals and improve existing factor models Build and improve databases, systems and tools for direct factor equity investments Contribute to firm-wide investment debate Candidate Profile: 2-5 years experience in quantitative equity portfolio management/research Expertise in equity markets Excellent coding skills; ideally proficiency in SQL, R, and/or Python Master's degree or higher in Finance, Computer Science, Economics, or a Quantitative field Analytical, problem-solving approach Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age. Apply for this job
Apr 25, 2025
Full time
Job details Location: London Date Posted: 7 April 2019 Category: Investment Job Type: Permanent Job ID: J16860 Description A leading asset management firm is looking to hire a Quantitative Portfolio Manager to help manage the equity factor portfolios. This position will join the portfolio management team of a firm at the leading edge of equity factor-based investing. Main Responsibilities: Manage systematic equity portfolios Ensure effective allocation of risk exposure and monitor the performance of the held stocks Develop new factor signals and improve existing factor models Build and improve databases, systems and tools for direct factor equity investments Contribute to firm-wide investment debate Candidate Profile: 2-5 years experience in quantitative equity portfolio management/research Expertise in equity markets Excellent coding skills; ideally proficiency in SQL, R, and/or Python Master's degree or higher in Finance, Computer Science, Economics, or a Quantitative field Analytical, problem-solving approach Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age. Apply for this job
Job details Location : London Date Posted : 13 October 2022 Category : Investment Job Type : Permanent Job ID : Competitive Description Our client is a single-family office that invests across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities. Key Responsibilities: Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level. Maintain and ensure the integrity of data for performance, risk, and reporting processes. Regular monitoring and analysis of existing investments in the public equity portfolio. Research and modelling of new direct equity investment opportunities. Perform investment research on external funds using Excel and Bloomberg. Produce investment commentary and reports to support analysis and models. Build relationships with key external stakeholders - fund managers, advisors, etc. Ad-hoc modelling and analysis for investments in private markets. Minimum Requirements: 2-5 years' experience in an analytical role, preferably within a finance or investment environment. Keen interest in financial and investment markets. Advanced Excel, including demonstrable experience building financial models. Currently studying for, or have interest in, a relevant financial professional qualification. Self-starter but with a willingness to take direction. Demonstrates strong attention to detail and ability to work independently and as part of a team. Apply for this job
Apr 25, 2025
Full time
Job details Location : London Date Posted : 13 October 2022 Category : Investment Job Type : Permanent Job ID : Competitive Description Our client is a single-family office that invests across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities. Key Responsibilities: Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level. Maintain and ensure the integrity of data for performance, risk, and reporting processes. Regular monitoring and analysis of existing investments in the public equity portfolio. Research and modelling of new direct equity investment opportunities. Perform investment research on external funds using Excel and Bloomberg. Produce investment commentary and reports to support analysis and models. Build relationships with key external stakeholders - fund managers, advisors, etc. Ad-hoc modelling and analysis for investments in private markets. Minimum Requirements: 2-5 years' experience in an analytical role, preferably within a finance or investment environment. Keen interest in financial and investment markets. Advanced Excel, including demonstrable experience building financial models. Currently studying for, or have interest in, a relevant financial professional qualification. Self-starter but with a willingness to take direction. Demonstrates strong attention to detail and ability to work independently and as part of a team. Apply for this job
Technical Programme Manager X2 70,000 per annum + Permanent Benefits + Bonus + Car Allowance Flexible working - West Sussex A leading Utility organisation is looking to recruit 2X Technical Programme Managers, 1x - Comms remediation networking experience and the other 1x Cyber Security - Network information security - NISCAF and OT experience. you will be responsible for leading a team of Project Managers and Project Analysts in the planning and management of a portfolio of IT/Business projects. Lead a team of Snr. Project Managers, Project Managers and Project Analysts in the successful delivery of IT/Business projects including estimates, plans, resource management, schedule, scope, requirements, solutions, budget and deliverables; act as a point of escalation; develop team members and the overall team capabilities; providing direction and guidance Line-manage a team of Snr. Project Managers, Project Managers and Analysts, including performance reviews, career development, coaching and mentoring Quality Assurance across and compliance with delivery standards across your portfolio. Ensure that deliverables and documents are produced as required including project charters and requirements documents. Ensure all project artefacts are produced in accordance with PMO process and guidelines, including project resource assignments and usage Play an active part in resource managing your team, and support resource allocations across teams. Support the PMO to manage the demand requests and assignment of Project Managers and Project Analysts across the Portfolio Direct and manage their own projects from beginning to end, including the definition of project scope and deliverables that support business and IT goals. Developing and maintaining strong relationships with all key stakeholder across business and IT Maintaining interdependencies within and across your portfolio Budget accountability all projects in your portfolio Build a team by recruiting Permanent, FTC or Contract Project Managers or Analysts to deliver the Programme / Projects in their area of responsibility. Ensure effective onboarding and knowledge transfer.
Apr 25, 2025
Full time
Technical Programme Manager X2 70,000 per annum + Permanent Benefits + Bonus + Car Allowance Flexible working - West Sussex A leading Utility organisation is looking to recruit 2X Technical Programme Managers, 1x - Comms remediation networking experience and the other 1x Cyber Security - Network information security - NISCAF and OT experience. you will be responsible for leading a team of Project Managers and Project Analysts in the planning and management of a portfolio of IT/Business projects. Lead a team of Snr. Project Managers, Project Managers and Project Analysts in the successful delivery of IT/Business projects including estimates, plans, resource management, schedule, scope, requirements, solutions, budget and deliverables; act as a point of escalation; develop team members and the overall team capabilities; providing direction and guidance Line-manage a team of Snr. Project Managers, Project Managers and Analysts, including performance reviews, career development, coaching and mentoring Quality Assurance across and compliance with delivery standards across your portfolio. Ensure that deliverables and documents are produced as required including project charters and requirements documents. Ensure all project artefacts are produced in accordance with PMO process and guidelines, including project resource assignments and usage Play an active part in resource managing your team, and support resource allocations across teams. Support the PMO to manage the demand requests and assignment of Project Managers and Project Analysts across the Portfolio Direct and manage their own projects from beginning to end, including the definition of project scope and deliverables that support business and IT goals. Developing and maintaining strong relationships with all key stakeholder across business and IT Maintaining interdependencies within and across your portfolio Budget accountability all projects in your portfolio Build a team by recruiting Permanent, FTC or Contract Project Managers or Analysts to deliver the Programme / Projects in their area of responsibility. Ensure effective onboarding and knowledge transfer.
The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space & occupancy planning, capital investment program management and facility maintenance and operations for Amazon's corporate office portfolio across Greater China Region (GCR) in mainland China, Hong Kong and Taiwan, supporting 18 cities and 39 offices. We partner with suppliers to ensure quality, innovation and operational excellence with Amazon's business and utilize customer driven feedback to continuously improve and exceed employee expectations. The Global Real Estate and Facilities team Portfolio Manager is responsible for Amazon's South China offices. The role acts as the single point of contact for all Amazon businesses, stakeholders and customers on behalf of GREF. The position will provide strategic recommendations to the Senior Portfolio Manager GCR and execute both strategic and tactical initiatives, serving concurrently as an internal liaison, subject matter expert, analyst, solutions designer, project manager, and budget controller. One of the primary roles is to support all local business teams, earning trust and building sustainable plans to help grow the business and deliver results for customers. The optimal candidate is an experienced, vibrant, and engaging professional with real estate expertise who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable, while at the same time consultative - providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment. The candidate must have experience managing and collaborating with internal teams. Key job responsibilities Primary point of contact between business teams and the Global Real Estate Organization. Representing the End-to-End life cycle of sourcing, securing, designing, funding, operating and exiting corporate Real Estate locations. Manage teams of real estate service providers, ensuring efficient and cost-effective facilities services to building occupants. Provide management, direction, monitoring and evaluation of performance and delivery against the agreed specification. Report, escalate and rectify non-performance. Maximize the potential of the Real Estate portfolio while improving space utilization, ensuring assets are kept in good order and business needs are met. Oversee new building openings, expansions and significant projects working together with the APAC capital projects team and vendors to meet project scope, managing communication with occupants, country leaders and project team stakeholders. Work with the APAC Leasing and Transaction Specialist on decommission strategies throughout the business and execute for responsible countries. Work with the APAC Finance and local FM Managers to prepare annual budgets, manage and report on monthly operating expense for the region versus budget, including input into forecasts. Work with the APAC Stakeholders and Procurement team to ensure key suppliers remain competitive whilst providing a quality service, and new services are procured using a robust sourcing framework. BASIC QUALIFICATIONS Bachelor's degree in Real Estate or Facilities; or equivalent in professional experience Significant professional experience in a facilities and real estate environment English fluency PREFERRED QUALIFICATIONS Exceptional communication skills; ability to write concisely and effectively Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit this link for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Apr 25, 2025
Full time
The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space & occupancy planning, capital investment program management and facility maintenance and operations for Amazon's corporate office portfolio across Greater China Region (GCR) in mainland China, Hong Kong and Taiwan, supporting 18 cities and 39 offices. We partner with suppliers to ensure quality, innovation and operational excellence with Amazon's business and utilize customer driven feedback to continuously improve and exceed employee expectations. The Global Real Estate and Facilities team Portfolio Manager is responsible for Amazon's South China offices. The role acts as the single point of contact for all Amazon businesses, stakeholders and customers on behalf of GREF. The position will provide strategic recommendations to the Senior Portfolio Manager GCR and execute both strategic and tactical initiatives, serving concurrently as an internal liaison, subject matter expert, analyst, solutions designer, project manager, and budget controller. One of the primary roles is to support all local business teams, earning trust and building sustainable plans to help grow the business and deliver results for customers. The optimal candidate is an experienced, vibrant, and engaging professional with real estate expertise who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable, while at the same time consultative - providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment. The candidate must have experience managing and collaborating with internal teams. Key job responsibilities Primary point of contact between business teams and the Global Real Estate Organization. Representing the End-to-End life cycle of sourcing, securing, designing, funding, operating and exiting corporate Real Estate locations. Manage teams of real estate service providers, ensuring efficient and cost-effective facilities services to building occupants. Provide management, direction, monitoring and evaluation of performance and delivery against the agreed specification. Report, escalate and rectify non-performance. Maximize the potential of the Real Estate portfolio while improving space utilization, ensuring assets are kept in good order and business needs are met. Oversee new building openings, expansions and significant projects working together with the APAC capital projects team and vendors to meet project scope, managing communication with occupants, country leaders and project team stakeholders. Work with the APAC Leasing and Transaction Specialist on decommission strategies throughout the business and execute for responsible countries. Work with the APAC Finance and local FM Managers to prepare annual budgets, manage and report on monthly operating expense for the region versus budget, including input into forecasts. Work with the APAC Stakeholders and Procurement team to ensure key suppliers remain competitive whilst providing a quality service, and new services are procured using a robust sourcing framework. BASIC QUALIFICATIONS Bachelor's degree in Real Estate or Facilities; or equivalent in professional experience Significant professional experience in a facilities and real estate environment English fluency PREFERRED QUALIFICATIONS Exceptional communication skills; ability to write concisely and effectively Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit this link for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Global Small & Mid Cap Equity Research Analyst Job details Location: London Date Posted: 20 May 2022 Category: Investment Job Type: Permanent Job ID: Description A global asset management firm is looking to add an Equity Analyst to their Global Small-Mid Cap Fund. This is an exciting opportunity to join a highly regarded team. The role will involve generating and researching fundamental investment ideas on Small and Mid-Cap companies in developed and emerging markets. Key responsibilities: Produce research on companies and generate fundamental investment ideas in Small & Mid cap space Monitor existing holdings in portfolio Analyze ESG factors for incorporation into investment appraisals Develop financial models to forecast future financial performance and valuation analysis Attend company visits and industry conferences The successful candidate will have: 3-5 years' experience as an equity analyst on the buy-side or sell-side Ideally broad sector knowledge with appreciation of the financial drivers of value across different sectors Working towards CFA qualification Experience of handling meetings and questioning senior company management teams A clear passion for investing Team player who is adaptable and is also a proactive self-starter Apply for this job
Apr 25, 2025
Full time
Global Small & Mid Cap Equity Research Analyst Job details Location: London Date Posted: 20 May 2022 Category: Investment Job Type: Permanent Job ID: Description A global asset management firm is looking to add an Equity Analyst to their Global Small-Mid Cap Fund. This is an exciting opportunity to join a highly regarded team. The role will involve generating and researching fundamental investment ideas on Small and Mid-Cap companies in developed and emerging markets. Key responsibilities: Produce research on companies and generate fundamental investment ideas in Small & Mid cap space Monitor existing holdings in portfolio Analyze ESG factors for incorporation into investment appraisals Develop financial models to forecast future financial performance and valuation analysis Attend company visits and industry conferences The successful candidate will have: 3-5 years' experience as an equity analyst on the buy-side or sell-side Ideally broad sector knowledge with appreciation of the financial drivers of value across different sectors Working towards CFA qualification Experience of handling meetings and questioning senior company management teams A clear passion for investing Team player who is adaptable and is also a proactive self-starter Apply for this job
Job ID: Amazon /Slovakia/ s.r.o. Are you looking to make an impact on a global scale while advancing your career through continual learning and collaboration? As part of our diverse and multilingual Retail Partnerships team, you'll help build sustainable success for our valued vendors and empower them to reach more customers worldwide. Based in our modern, inclusive office with flexible remote options, your day-to-day involves connecting one-on-one with vendors through empathetic dialogue. You'll provide strategic guidance and education to help optimize their performance through consultancy, process improvements and self-service solutions. This hands-on role is an opportunity to become an expert in your field, while developing meaningful long-term relationships with your business partners. You'll also partner cross-functionally to streamline systems, automate workflows and drive innovation benefiting both our customers and vendors. Your performance and career growth will be measured holistically based on positive outcomes as well as your contributions to projects, mentoring colleagues and championing inclusive initiatives. Does this opportunity to continuously learn while making a difference through collaboration excite you? We'd love to discuss how your unique experiences and perspective can help build the future of commerce. Benefits We offer a comprehensive benefits package to support you personally and professionally: • We foster a respectful, flexible and inclusive environment for every teammate, with equal opportunities for professional growth. • We provide access to a global learning library (self-learning, instruct-led classroom, virtual webinars) and a dedicated mentorship program to continuously learn and develop new skills. • We provide an extensive onboarding program and continuous learning sessions, from retail knowledge to business and negotiation skills, to set Account Managers for success. • We offer the opportunity to practice and improve language skills with the possibility of language course sponsorship, based on the business needs. • We are a 'promote from within' company and firmly believe in career development and progression. 50% of our opportunities are filled by internal candidates and 70% of internal transfers from our team join international teams outside Slovakia. • Career growth opportunities within the department include Category Manager, Program Manager, Project Manager, Team Manager, Business Analyst. • We work Mon - Fri and offer flexible hours allowing you to come earlier or finish later; helping to improve the work-life balance. • We work with multinational cross-functional teams providing international experience and opportunity to travel to other Amazon EU locations. • We hold 25 sporting and social events that all employees can get involved in; from movie nights and online quizzes to hiking day trips and summer celebrations. • We work in a modern and friendly workspace with games floor, stand-up desks, chill-out areas, massage room, brainstorming corners. • We promote Sustainability in the community with site and community events toward our global Climate pledge. We are committed to an equitable and supportive culture where all identities can thrive. Our inclusive for this position starts from EUR 2200 gross per month and depends on the skills and requirements, there will be further pay components such as a sign on bonus and the eligibility to participate in a restricted stock unit scheme operated independently by Inc. in USA. Company benefits apply subject to further terms, including annual membership in medical clinic, life insurance, retirement pension, meal voucher card, career development. Key job responsibilities As a member of our global Partnerships team, key aspects of the role include: Relationship Management: Advising a diverse portfolio of EU vendors through empathetic guidance and consultancy to maximize mutual success. Strategic Guidance: Optimizing vendor operations, visibility and sales through collaborative solution-finding using a variety of internal tools and resources. Continuous Improvement: Conducting analyses to remove obstacles, streamline processes and automate workflows through cross-functional cooperation. Innovation: Displaying curiosity, flexibility and initiative to create innovative programs balancing diverse business needs. Professional Development: Further developing abilities like critical thinking, consensus-building and system navigation to strengthen the team's mission. Community Involvement: Engaging with stakeholders through transparent communication, training, mentoring and inclusive projects. Rather than focusing on individual responsibilities, we view this role holistically - your diverse strengths will naturally vary. What energizes you about collaboratively solving challenges through empowerment and partnership? BASIC QUALIFICATIONS We are seeking a motivated individual to add to our team. Qualifications include: Communication: Stellar active listening, relationship building and presentation skills. Experience: 4+ years in a client-facing role with a track record of achieving goals through consensus. Exposure to a wide variety of perspectives through education, travel or life experiences. Analytical Ability: Aptitude for data analysis to identify trends, problems and collaborative solutions. Comfort working with tech tools and automating processes. Personal Attributes: Commitment to inclusive, empathetic and thoughtful dialogue. Respect for diverse backgrounds, thinking styles and work approaches. Flexibility to take on changing priorities and new challenges. Initiative in continually developing hard and soft skills. Logistical: Fluent English required, additional languages a plus. Bachelor's degree or equivalent experience. Proficient with Microsoft Office suite and learning new platforms quickly. We encourage applicants from all backgrounds to apply. Formal education and experience can take many forms; please share how your whole self would contribute. Accommodations available upon request. PREFERRED QUALIFICATIONS While the following are not requirements, they could uniquely benefit the team: Additional Languages: Ability to communicate globally enhances our mission. Languages like IT, DE, FR, ES, Mandarin, more than welcomed. Project Management: Leading complex, cross-functional initiatives to achieve common goals through collaboration. Industry Knowledge: Insights across various categories (Electronics, Clothing and Fashion, Home and Living, Books, Consumables). Technical Aptitude: Strong data analysis, Excel macros, SQL skills to improve processes and automate workflows. Continual learning mindset. Education: Formal and informal qualifications from various paths and places signal adaptation, confidence navigating ambiguity. International Experience: Exposure to diverse cultures through travel, study abroad or global career moves foster understanding others' perspectives. We aim to remove bias from recruiting. Please share authentic experiences, skills and passions - what truly makes you stand out from any background is welcomed here. Protecting privacy and promoting inclusion are core Amazon values. Our diverse team is our strength; together we innovate and empower vendors globally. Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon.
Apr 25, 2025
Full time
Job ID: Amazon /Slovakia/ s.r.o. Are you looking to make an impact on a global scale while advancing your career through continual learning and collaboration? As part of our diverse and multilingual Retail Partnerships team, you'll help build sustainable success for our valued vendors and empower them to reach more customers worldwide. Based in our modern, inclusive office with flexible remote options, your day-to-day involves connecting one-on-one with vendors through empathetic dialogue. You'll provide strategic guidance and education to help optimize their performance through consultancy, process improvements and self-service solutions. This hands-on role is an opportunity to become an expert in your field, while developing meaningful long-term relationships with your business partners. You'll also partner cross-functionally to streamline systems, automate workflows and drive innovation benefiting both our customers and vendors. Your performance and career growth will be measured holistically based on positive outcomes as well as your contributions to projects, mentoring colleagues and championing inclusive initiatives. Does this opportunity to continuously learn while making a difference through collaboration excite you? We'd love to discuss how your unique experiences and perspective can help build the future of commerce. Benefits We offer a comprehensive benefits package to support you personally and professionally: • We foster a respectful, flexible and inclusive environment for every teammate, with equal opportunities for professional growth. • We provide access to a global learning library (self-learning, instruct-led classroom, virtual webinars) and a dedicated mentorship program to continuously learn and develop new skills. • We provide an extensive onboarding program and continuous learning sessions, from retail knowledge to business and negotiation skills, to set Account Managers for success. • We offer the opportunity to practice and improve language skills with the possibility of language course sponsorship, based on the business needs. • We are a 'promote from within' company and firmly believe in career development and progression. 50% of our opportunities are filled by internal candidates and 70% of internal transfers from our team join international teams outside Slovakia. • Career growth opportunities within the department include Category Manager, Program Manager, Project Manager, Team Manager, Business Analyst. • We work Mon - Fri and offer flexible hours allowing you to come earlier or finish later; helping to improve the work-life balance. • We work with multinational cross-functional teams providing international experience and opportunity to travel to other Amazon EU locations. • We hold 25 sporting and social events that all employees can get involved in; from movie nights and online quizzes to hiking day trips and summer celebrations. • We work in a modern and friendly workspace with games floor, stand-up desks, chill-out areas, massage room, brainstorming corners. • We promote Sustainability in the community with site and community events toward our global Climate pledge. We are committed to an equitable and supportive culture where all identities can thrive. Our inclusive for this position starts from EUR 2200 gross per month and depends on the skills and requirements, there will be further pay components such as a sign on bonus and the eligibility to participate in a restricted stock unit scheme operated independently by Inc. in USA. Company benefits apply subject to further terms, including annual membership in medical clinic, life insurance, retirement pension, meal voucher card, career development. Key job responsibilities As a member of our global Partnerships team, key aspects of the role include: Relationship Management: Advising a diverse portfolio of EU vendors through empathetic guidance and consultancy to maximize mutual success. Strategic Guidance: Optimizing vendor operations, visibility and sales through collaborative solution-finding using a variety of internal tools and resources. Continuous Improvement: Conducting analyses to remove obstacles, streamline processes and automate workflows through cross-functional cooperation. Innovation: Displaying curiosity, flexibility and initiative to create innovative programs balancing diverse business needs. Professional Development: Further developing abilities like critical thinking, consensus-building and system navigation to strengthen the team's mission. Community Involvement: Engaging with stakeholders through transparent communication, training, mentoring and inclusive projects. Rather than focusing on individual responsibilities, we view this role holistically - your diverse strengths will naturally vary. What energizes you about collaboratively solving challenges through empowerment and partnership? BASIC QUALIFICATIONS We are seeking a motivated individual to add to our team. Qualifications include: Communication: Stellar active listening, relationship building and presentation skills. Experience: 4+ years in a client-facing role with a track record of achieving goals through consensus. Exposure to a wide variety of perspectives through education, travel or life experiences. Analytical Ability: Aptitude for data analysis to identify trends, problems and collaborative solutions. Comfort working with tech tools and automating processes. Personal Attributes: Commitment to inclusive, empathetic and thoughtful dialogue. Respect for diverse backgrounds, thinking styles and work approaches. Flexibility to take on changing priorities and new challenges. Initiative in continually developing hard and soft skills. Logistical: Fluent English required, additional languages a plus. Bachelor's degree or equivalent experience. Proficient with Microsoft Office suite and learning new platforms quickly. We encourage applicants from all backgrounds to apply. Formal education and experience can take many forms; please share how your whole self would contribute. Accommodations available upon request. PREFERRED QUALIFICATIONS While the following are not requirements, they could uniquely benefit the team: Additional Languages: Ability to communicate globally enhances our mission. Languages like IT, DE, FR, ES, Mandarin, more than welcomed. Project Management: Leading complex, cross-functional initiatives to achieve common goals through collaboration. Industry Knowledge: Insights across various categories (Electronics, Clothing and Fashion, Home and Living, Books, Consumables). Technical Aptitude: Strong data analysis, Excel macros, SQL skills to improve processes and automate workflows. Continual learning mindset. Education: Formal and informal qualifications from various paths and places signal adaptation, confidence navigating ambiguity. International Experience: Exposure to diverse cultures through travel, study abroad or global career moves foster understanding others' perspectives. We aim to remove bias from recruiting. Please share authentic experiences, skills and passions - what truly makes you stand out from any background is welcomed here. Protecting privacy and promoting inclusion are core Amazon values. Our diverse team is our strength; together we innovate and empower vendors globally. Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon.
The Role The BI Analyst sits in the Commercial BI team supporting easyJet's reporting for non-ticket ancillary and subscription programmes. This includes services such as baggage, paid seats, bundled packages, third party services, easyJet PLUS and more. The role will partner with commercial leaders and external partners to identify and solve business issues with a commercial and analytical mindset, delivering actionable insights and strategic guidance. Innovation is in easyJet's DNA - since launching we have changed the way people fly in the present day where the airline leads the industry in data driven decision making across digital, web, engineering, and day to day operations to make travel easier and more affordable for its passengers. This role will help retain our leadership position by providing data to support the promotion of revenue generating products and services beyond the core plane ticket. How you will do it: You will ultimately be the subject matter expert and point of contact supporting and fulfilling reporting needs whilst maintaining high standards of data quality and integrity across all data sets. You will collect data and perform analytical exercises using statistics knowledge and technical capabilities to design and implement tracking mechanisms for new and existing products, capturing detailed performance metrics and translating findings into recommendations. By supporting the BI Manager you will collaborate with the internal ancillary, proposition and innovation teams to drive better decision making and optimise our overall product portfolio along with our external partners on end-to-end project-oriented initiatives to support data collection and analysis. You will also work alongside the customer teams to analyse behaviours in relation to the buying of ancillary products and services. Identify gaps in reporting and proactively work with data teams to make it easier for analysts and stakeholders to mine the data and enable them to be more self-sufficient. Pragmatic in approach to creating documentation to ensure the necessary information is captured for traceability and auditing purposes. What you will need to do the role: We are seeking a commercially driven analyst with high intellectual curiosity who enjoys connecting large datasets to business questions and finding actionable solutions. The role requires both analytical skill and the ability to communicate insights to teams unfamiliar with data. You will have a degree or equivalent with mathematical, statistical and analysis content along with previous experience in a commercial environment working as an analyst and be proficient with a range of tools and techniques including SQL, Excel, Visualisation Tools, and Python is preferrable. With a creative and proactive approach to problem-solving, combined with a focus on detail and accuracy you will have the ability to manage projects from concept through execution reporting methodology, identifying the KPIs and test approach whilst being able to adapt to changing priorities. What you'll get in return: Competitive base salary Up to 20% bonus 25 days holiday plus bank holidays, with opportunity to buy 5 additional days leave after 12 months in role BAYE, SAYE & Performance share schemes Life Assurance (x4) Discounted staff travel scheme with access for friends and family Annual credit for discount on easyJet holidays 'Work Away' scheme, allowing you to work abroad for 30 days a year Electric vehicle lease salary sacrifice scheme Access to online learning tools and development programmes Location & Hours of Work We typically spend 60% of our time together as a team at our Luton Airport office. The nearest train station is Luton Airport Parkway which is direct to Kings Cross and Central London via Thameslink. Alternatively we have a free car park on site. About easyJet At easyJet, we're not just about making travel affordable, we're also committed to making wellbeing a rewarding journey for our team through small, healthy steps. We provide the necessary tools and resources, fostering a culture of care and collaboration. We do this the 'easyJet way', embodying our Orange Spirit, promoting accountability for our wellbeing, and looking out for each other. This is our healthy approach, making a difference for all of us. Apply We welcome applications from people from all backgrounds as part of our ongoing commitment to having a team that truly represents the customers that we serve. You may feel that you don't meet every single requirement for this role, but we'd still encourage you to submit an application rather than ruling yourself out. And if you need any adjustments or support during the recruitment process, please let us know and we'll work with you to find a solution.
Apr 25, 2025
Full time
The Role The BI Analyst sits in the Commercial BI team supporting easyJet's reporting for non-ticket ancillary and subscription programmes. This includes services such as baggage, paid seats, bundled packages, third party services, easyJet PLUS and more. The role will partner with commercial leaders and external partners to identify and solve business issues with a commercial and analytical mindset, delivering actionable insights and strategic guidance. Innovation is in easyJet's DNA - since launching we have changed the way people fly in the present day where the airline leads the industry in data driven decision making across digital, web, engineering, and day to day operations to make travel easier and more affordable for its passengers. This role will help retain our leadership position by providing data to support the promotion of revenue generating products and services beyond the core plane ticket. How you will do it: You will ultimately be the subject matter expert and point of contact supporting and fulfilling reporting needs whilst maintaining high standards of data quality and integrity across all data sets. You will collect data and perform analytical exercises using statistics knowledge and technical capabilities to design and implement tracking mechanisms for new and existing products, capturing detailed performance metrics and translating findings into recommendations. By supporting the BI Manager you will collaborate with the internal ancillary, proposition and innovation teams to drive better decision making and optimise our overall product portfolio along with our external partners on end-to-end project-oriented initiatives to support data collection and analysis. You will also work alongside the customer teams to analyse behaviours in relation to the buying of ancillary products and services. Identify gaps in reporting and proactively work with data teams to make it easier for analysts and stakeholders to mine the data and enable them to be more self-sufficient. Pragmatic in approach to creating documentation to ensure the necessary information is captured for traceability and auditing purposes. What you will need to do the role: We are seeking a commercially driven analyst with high intellectual curiosity who enjoys connecting large datasets to business questions and finding actionable solutions. The role requires both analytical skill and the ability to communicate insights to teams unfamiliar with data. You will have a degree or equivalent with mathematical, statistical and analysis content along with previous experience in a commercial environment working as an analyst and be proficient with a range of tools and techniques including SQL, Excel, Visualisation Tools, and Python is preferrable. With a creative and proactive approach to problem-solving, combined with a focus on detail and accuracy you will have the ability to manage projects from concept through execution reporting methodology, identifying the KPIs and test approach whilst being able to adapt to changing priorities. What you'll get in return: Competitive base salary Up to 20% bonus 25 days holiday plus bank holidays, with opportunity to buy 5 additional days leave after 12 months in role BAYE, SAYE & Performance share schemes Life Assurance (x4) Discounted staff travel scheme with access for friends and family Annual credit for discount on easyJet holidays 'Work Away' scheme, allowing you to work abroad for 30 days a year Electric vehicle lease salary sacrifice scheme Access to online learning tools and development programmes Location & Hours of Work We typically spend 60% of our time together as a team at our Luton Airport office. The nearest train station is Luton Airport Parkway which is direct to Kings Cross and Central London via Thameslink. Alternatively we have a free car park on site. About easyJet At easyJet, we're not just about making travel affordable, we're also committed to making wellbeing a rewarding journey for our team through small, healthy steps. We provide the necessary tools and resources, fostering a culture of care and collaboration. We do this the 'easyJet way', embodying our Orange Spirit, promoting accountability for our wellbeing, and looking out for each other. This is our healthy approach, making a difference for all of us. Apply We welcome applications from people from all backgrounds as part of our ongoing commitment to having a team that truly represents the customers that we serve. You may feel that you don't meet every single requirement for this role, but we'd still encourage you to submit an application rather than ruling yourself out. And if you need any adjustments or support during the recruitment process, please let us know and we'll work with you to find a solution.
Job Title: Service Charge Accountant Location : London Salary: 40K Job Type: Permanent/ Full time About the role: We are seeking a detail-oriented and experienced Service Charge Accountant to manage and oversee all financial activities related to service charge accounts. The successful candidate will ensure accurate budgeting, timely reconciliation, and compliance with relevant regulations for service charge funds, primarily within a residential property portfolio. Duties and Responsibilities: Budgeting & Financial Reporting Prepare and reconcile annual service charge budgets and actuals. Produce and issue year-end service charge accounts in line with lease agreements and statutory guidelines (Landlord and Tenant Act 1985). Manage and report on reserve funds, ensuring correct contributions and balances. Monitor expenditure, compare against budgets, and post adjustments as needed. Provide service charge budgets for new developments at design stage. Billing & System Management Calculate and issue service charge estimates, actuals, major works charges, and ground rent in line with lease terms and within set timescales. Lead on the rent increase process, ensuring accurate calculations and communications. Troubleshoot and improve service charge billing systems to ensure accuracy and efficiency. Maintain service charge ledgers and ensure accurate postings in financial systems. Stakeholder Engagement & Queries Liaise with SNG to ensure the bank balance is topped up with the correct amounts. Reconcile the individual leaseholder accounts and produce and send out yearly financial statements Handle leaseholder and tenant queries on service charge estimates, statements, and variances. Liaise with internal teams (Repairs, Development, Finance) to ensure correct cost allocations and billing for works and new developments. Support internal and external audits, tribunals, and court proceedings with required financial data. Collaborate with the Leasehold Adviser to improve communication with residents, including welcome packs and service charge handbooks. Governance & Compliance Ensure compliance with relevant legislation and obtain dispensation where necessary. Review lease agreements to ensure all service charge elements are captured. Identify non-collectable charges and prepare write-off documentation as required. Conduct Land Registry checks to confirm leaseholder ownership status. Engagement & Representation Arrange and attend leaseholder service charge meetings and community events. Provide input to legal and tribunal cases as required. Represent the organization at First Tier Tribunals and in County Court when necessary. About you: Education Part-qualified or qualified (ACCA, CIMA, AAT) or equivalent relevant experience. Possession of or working towards a recognised accounting qualification is desirable. Knowledge and skills Knowledge of leases and understanding of the issues of leasehold management. Good knowledge of IT and Housing systems including Word, advanced Excel and Outlook. Excellent numerical skills to calculate estimated and actual service charges. Demonstrable knowledge of Section 20 and other leasehold legislation. Ability to meet deadlines and plan and deliver a range of different activities. Ability to validate information and show attention to detail. Ability to achieve results against departmental Key Performance Indicators. Excellent interpersonal skills to support work with customers across a range of circumstances. Strong verbal communication skills and the ability to adapt this approach for different audiences. Excellent analytical skills to identify a range of issues from information gathered. Excellent customer focus and a genuine desire to achieve excellence in all areas of responsibility. Experience Experience in Service Charge accounting and general leasehold management preferable within housing or property sector. Experience of creating performance reports and implementing service improvements is desirable. Experience of working in social housing or local authority is desirable. Please click the APPLY button to submit your CV for this role Candidates with experience or relevant job titles of Property Finance Accountant, Service Charge Finance Specialist, Real Estate Accounts Coordinator, and Leasehold Accounting Analyst may also be considered.
Apr 25, 2025
Full time
Job Title: Service Charge Accountant Location : London Salary: 40K Job Type: Permanent/ Full time About the role: We are seeking a detail-oriented and experienced Service Charge Accountant to manage and oversee all financial activities related to service charge accounts. The successful candidate will ensure accurate budgeting, timely reconciliation, and compliance with relevant regulations for service charge funds, primarily within a residential property portfolio. Duties and Responsibilities: Budgeting & Financial Reporting Prepare and reconcile annual service charge budgets and actuals. Produce and issue year-end service charge accounts in line with lease agreements and statutory guidelines (Landlord and Tenant Act 1985). Manage and report on reserve funds, ensuring correct contributions and balances. Monitor expenditure, compare against budgets, and post adjustments as needed. Provide service charge budgets for new developments at design stage. Billing & System Management Calculate and issue service charge estimates, actuals, major works charges, and ground rent in line with lease terms and within set timescales. Lead on the rent increase process, ensuring accurate calculations and communications. Troubleshoot and improve service charge billing systems to ensure accuracy and efficiency. Maintain service charge ledgers and ensure accurate postings in financial systems. Stakeholder Engagement & Queries Liaise with SNG to ensure the bank balance is topped up with the correct amounts. Reconcile the individual leaseholder accounts and produce and send out yearly financial statements Handle leaseholder and tenant queries on service charge estimates, statements, and variances. Liaise with internal teams (Repairs, Development, Finance) to ensure correct cost allocations and billing for works and new developments. Support internal and external audits, tribunals, and court proceedings with required financial data. Collaborate with the Leasehold Adviser to improve communication with residents, including welcome packs and service charge handbooks. Governance & Compliance Ensure compliance with relevant legislation and obtain dispensation where necessary. Review lease agreements to ensure all service charge elements are captured. Identify non-collectable charges and prepare write-off documentation as required. Conduct Land Registry checks to confirm leaseholder ownership status. Engagement & Representation Arrange and attend leaseholder service charge meetings and community events. Provide input to legal and tribunal cases as required. Represent the organization at First Tier Tribunals and in County Court when necessary. About you: Education Part-qualified or qualified (ACCA, CIMA, AAT) or equivalent relevant experience. Possession of or working towards a recognised accounting qualification is desirable. Knowledge and skills Knowledge of leases and understanding of the issues of leasehold management. Good knowledge of IT and Housing systems including Word, advanced Excel and Outlook. Excellent numerical skills to calculate estimated and actual service charges. Demonstrable knowledge of Section 20 and other leasehold legislation. Ability to meet deadlines and plan and deliver a range of different activities. Ability to validate information and show attention to detail. Ability to achieve results against departmental Key Performance Indicators. Excellent interpersonal skills to support work with customers across a range of circumstances. Strong verbal communication skills and the ability to adapt this approach for different audiences. Excellent analytical skills to identify a range of issues from information gathered. Excellent customer focus and a genuine desire to achieve excellence in all areas of responsibility. Experience Experience in Service Charge accounting and general leasehold management preferable within housing or property sector. Experience of creating performance reports and implementing service improvements is desirable. Experience of working in social housing or local authority is desirable. Please click the APPLY button to submit your CV for this role Candidates with experience or relevant job titles of Property Finance Accountant, Service Charge Finance Specialist, Real Estate Accounts Coordinator, and Leasehold Accounting Analyst may also be considered.
Data Analytics Analyst at Fisher Investments Are you a data-driven professional looking to make an impact in a global investment firm? Fisher Investments is seeking a Data Analytics Analyst to join its team in a hybrid role. This opportunity is ideal for those with a bachelor's degree (or equivalent experience) and at least three years of professional experience in data analytics, reporting, or a related field. As a Data Analytics Analyst, you will play a key role in analyzing complex data sets, providing insights to drive business decisions, and enhancing reporting processes. This is a remote-friendly position that offers flexibility while contributing to a collaborative and innovative environment. About Fisher Investments Fisher Investments was founded in the United States in 1979 by Ken Fisher, a renowned innovator in investment theory and the author of numerous books and academic studies. Fisher Investments UK operates as part of the global Fisher group of companies. Today, the parent company, Fisher Investments, along with its subsidiaries, serves more than 170,000 clients worldwide and manages over £238 billion in assets. Its clients include private investors, institutional investors, and small- to mid-sized business retirement plans. Since its inception, the Fisher organisation has been committed to helping clients achieve their investment objectives by prioritising their interests. With a strong client focus and extensive investment expertise, the Fisher group has successfully managed portfolios for over 45 years. Position: Data Analyst Salary: £30,000 to £45,000 a year Job Type: Full Time Location: London, UK (Hybrid) About the Role As a Data Analytics Analyst, you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. Main Duties: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events Required Documents CV/Resume Application Process Join Fisher Investments and be part of a team that values data-driven strategies and career growth. APPLY HERE
Apr 25, 2025
Full time
Data Analytics Analyst at Fisher Investments Are you a data-driven professional looking to make an impact in a global investment firm? Fisher Investments is seeking a Data Analytics Analyst to join its team in a hybrid role. This opportunity is ideal for those with a bachelor's degree (or equivalent experience) and at least three years of professional experience in data analytics, reporting, or a related field. As a Data Analytics Analyst, you will play a key role in analyzing complex data sets, providing insights to drive business decisions, and enhancing reporting processes. This is a remote-friendly position that offers flexibility while contributing to a collaborative and innovative environment. About Fisher Investments Fisher Investments was founded in the United States in 1979 by Ken Fisher, a renowned innovator in investment theory and the author of numerous books and academic studies. Fisher Investments UK operates as part of the global Fisher group of companies. Today, the parent company, Fisher Investments, along with its subsidiaries, serves more than 170,000 clients worldwide and manages over £238 billion in assets. Its clients include private investors, institutional investors, and small- to mid-sized business retirement plans. Since its inception, the Fisher organisation has been committed to helping clients achieve their investment objectives by prioritising their interests. With a strong client focus and extensive investment expertise, the Fisher group has successfully managed portfolios for over 45 years. Position: Data Analyst Salary: £30,000 to £45,000 a year Job Type: Full Time Location: London, UK (Hybrid) About the Role As a Data Analytics Analyst, you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. Main Duties: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events Required Documents CV/Resume Application Process Join Fisher Investments and be part of a team that values data-driven strategies and career growth. APPLY HERE