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senior asset manager
Head of Investment Strategy
Just Group plc
We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing FTSE 250 company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Purpose The Head of Investment Strategy will be responsible for implementing our investment approach, in particular that our asset allocation is appropriate from an accounting and regulatory balance sheet perspective, new initiatives are appropriately evaluated and our strategy is connected to the activities of the rest of the investment team and the broader business. The purpose of the role is to support our investment activity of the business such that we can offer our policyholders the best possible security and pricing. Job Role Accountabilities Technicals Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17) dynamics of our balance sheet via optimising the back book and new business investment Be responsible for understanding and implementing investment strategy with regard to the regulatory (Solvency 2 / Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Demonstrate market leading understanding of our regulatory requirements and industry standards, keeping abreast of changes and assessing how our investment strategy can evolving best practices. Collaborate with legal and compliance teams to address any regulatory challenges or inquiries. Be aware of and be conversant in The accounting and regulatory impact of investments The landscape of investment opportunities that are appropriate for a UK life assurer, including what our peers are doing Asset allocation: Be responsible for implementing and reporting on our asset allocation approaches: Strategic - over the long term Medium term - over 5 years Annual (matching adjustment portfolio only) - investment of new money and back book over a given calendar year, updated quarterly Tactical - strategic views in light of pricing, credit, macro factors In general leading on asset allocation discussions, including how it may change with best practice, how the nature of our liabilities change and other business imperatives In relation to our non-matching / surplus assets implement the approved strategy, asset allocation, investment actions and monitoring Develop and implement methodologies for pricing new business opportunities, considering market conditions, risk factors, and potential returns. Collaborate with underwriting and actuarial teams to ensure pricing models align with the company's financial objectives Understand how these need to be reflected in the investment strategy and asset allocation Collaborate with portfolio managers, analysts, and other stakeholders to ensure effective execution of the investment strategy Stay abreast of market trends and industry developments to identify and assess new asset classes that are appropriate for our investment strategy. Evaluate the risk-return profiles of potential new asset classes and make recommendations for their inclusion in the investment portfolio Implement robust risk management frameworks to identify, assess, and mitigate potential risks associated with the portfolio Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio. Collaborate with relevant teams to assess the impact of in specie transactions on the overall portfolio and implement strategies to maximize their value. Broader Business Collaboration: Communicate investment strategies, performance, and market insights to internal and external stakeholders, including senior management, board members, and clients. Foster transparent and collaborative relationships with key stakeholders Produce accurate and concise material, including internal papers, investment proposals and management information where relevant, liaising with internal stakeholders including Legal, Finance, Actuarial, Capital Management and Risk. Write and present investment papers to appropriate internal committees Help to ensure that Just Group complies with internal and regulatory standards on responsible investment. Support further ad hoc investment related projects including investment aspects of Solvency II, transforming asset portfolios, day to day management of internal / external stakeholders etc Further associated ad hoc tasks and projects that may be required from time to time. Lead and inspire a high-performing investment strategy team, fostering a culture of innovation, collaboration, and continuous improvement. Provide mentorship and professional development opportunities for team members. Manage staff in the team in a manner that meets Just's cultural and business objectives Examples of Key Activities Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17 and Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Propose and justify an asset allocation for new business on the basis of current investment activity and business financial metrics. Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio Qualifications Must have a first class or upper second class degree or equivalent experience CFA or similar Skills and Knowledge Excellent analytical skills, including ability to make commercial judgements in light of uncertain circumstances. Able to support judgement calls with a clear justification. Excellent verbal, written communication and interpersonal skills, with the ability to present investment matters in a clear and concise manner Understanding and experience in executing research, due diligence and investment evaluation Strong results focus, with ability to work efficiently and grasp concepts that are not straightforward, yet seek guidance where necessary Excellent team-working skills and ability to maintain relationships with internal stakeholders and develop relationships with external parties Demonstrate strong aptitudes in: Investment matters and strategies, in particular credit, with the ability and interest to develop further Research and getting a thorough understanding of the issues being examined Approaches to understanding and evaluating risks Investing on behalf of liability driven investors Knowledge of: Long only and fundamental investing, with the ability and interest to develop further Fundamental understanding of the challenges and considerations involved in investing on behalf of a life insurer. Financial markets in general Understanding of the products and services provided by Just Group Experience Demonstrable track record of relevant experience in a bank, insurance company, asset manager or consultant Experience managing fixed income portfolios, asset allocation and portfolio construction Recognising that this is a "Head of" level hire, experience in taking ownership of activity is essential Coding skills, like Python would be an advantage Company Benefits A Competitive Salary, Pension Scheme and Life Assurance Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday Private Medical Cover and Income Protection, just in case A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets Opportunity to progress within your career both in-role and within the company FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site) A variety of Employee Funded Benefits available to you via our Online Benefits Portal Plus, several additional purchase options available for you and your loved ones Why Just? At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive culture - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. We're committed to building a more sustainable business, and we're working hard to make progress against our Net Zero targets . We're reducing our reliance on fossil fuels in our offices, switching to more sustainable sources of energy and we're investing more of our money in green and social assets. Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just . click apply for full job details
Jun 13, 2025
Full time
We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing FTSE 250 company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Purpose The Head of Investment Strategy will be responsible for implementing our investment approach, in particular that our asset allocation is appropriate from an accounting and regulatory balance sheet perspective, new initiatives are appropriately evaluated and our strategy is connected to the activities of the rest of the investment team and the broader business. The purpose of the role is to support our investment activity of the business such that we can offer our policyholders the best possible security and pricing. Job Role Accountabilities Technicals Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17) dynamics of our balance sheet via optimising the back book and new business investment Be responsible for understanding and implementing investment strategy with regard to the regulatory (Solvency 2 / Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Demonstrate market leading understanding of our regulatory requirements and industry standards, keeping abreast of changes and assessing how our investment strategy can evolving best practices. Collaborate with legal and compliance teams to address any regulatory challenges or inquiries. Be aware of and be conversant in The accounting and regulatory impact of investments The landscape of investment opportunities that are appropriate for a UK life assurer, including what our peers are doing Asset allocation: Be responsible for implementing and reporting on our asset allocation approaches: Strategic - over the long term Medium term - over 5 years Annual (matching adjustment portfolio only) - investment of new money and back book over a given calendar year, updated quarterly Tactical - strategic views in light of pricing, credit, macro factors In general leading on asset allocation discussions, including how it may change with best practice, how the nature of our liabilities change and other business imperatives In relation to our non-matching / surplus assets implement the approved strategy, asset allocation, investment actions and monitoring Develop and implement methodologies for pricing new business opportunities, considering market conditions, risk factors, and potential returns. Collaborate with underwriting and actuarial teams to ensure pricing models align with the company's financial objectives Understand how these need to be reflected in the investment strategy and asset allocation Collaborate with portfolio managers, analysts, and other stakeholders to ensure effective execution of the investment strategy Stay abreast of market trends and industry developments to identify and assess new asset classes that are appropriate for our investment strategy. Evaluate the risk-return profiles of potential new asset classes and make recommendations for their inclusion in the investment portfolio Implement robust risk management frameworks to identify, assess, and mitigate potential risks associated with the portfolio Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio. Collaborate with relevant teams to assess the impact of in specie transactions on the overall portfolio and implement strategies to maximize their value. Broader Business Collaboration: Communicate investment strategies, performance, and market insights to internal and external stakeholders, including senior management, board members, and clients. Foster transparent and collaborative relationships with key stakeholders Produce accurate and concise material, including internal papers, investment proposals and management information where relevant, liaising with internal stakeholders including Legal, Finance, Actuarial, Capital Management and Risk. Write and present investment papers to appropriate internal committees Help to ensure that Just Group complies with internal and regulatory standards on responsible investment. Support further ad hoc investment related projects including investment aspects of Solvency II, transforming asset portfolios, day to day management of internal / external stakeholders etc Further associated ad hoc tasks and projects that may be required from time to time. Lead and inspire a high-performing investment strategy team, fostering a culture of innovation, collaboration, and continuous improvement. Provide mentorship and professional development opportunities for team members. Manage staff in the team in a manner that meets Just's cultural and business objectives Examples of Key Activities Be responsible for understanding and implementing investment strategy with regard to the accounting (IFRS17 and Solvency UK) dynamics of our balance sheet via optimising the back book and new business investment Propose and justify an asset allocation for new business on the basis of current investment activity and business financial metrics. Demonstrate expertise in handling in specie assets, ensuring efficient management and seamless integration into the investment portfolio Qualifications Must have a first class or upper second class degree or equivalent experience CFA or similar Skills and Knowledge Excellent analytical skills, including ability to make commercial judgements in light of uncertain circumstances. Able to support judgement calls with a clear justification. Excellent verbal, written communication and interpersonal skills, with the ability to present investment matters in a clear and concise manner Understanding and experience in executing research, due diligence and investment evaluation Strong results focus, with ability to work efficiently and grasp concepts that are not straightforward, yet seek guidance where necessary Excellent team-working skills and ability to maintain relationships with internal stakeholders and develop relationships with external parties Demonstrate strong aptitudes in: Investment matters and strategies, in particular credit, with the ability and interest to develop further Research and getting a thorough understanding of the issues being examined Approaches to understanding and evaluating risks Investing on behalf of liability driven investors Knowledge of: Long only and fundamental investing, with the ability and interest to develop further Fundamental understanding of the challenges and considerations involved in investing on behalf of a life insurer. Financial markets in general Understanding of the products and services provided by Just Group Experience Demonstrable track record of relevant experience in a bank, insurance company, asset manager or consultant Experience managing fixed income portfolios, asset allocation and portfolio construction Recognising that this is a "Head of" level hire, experience in taking ownership of activity is essential Coding skills, like Python would be an advantage Company Benefits A Competitive Salary, Pension Scheme and Life Assurance Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday Private Medical Cover and Income Protection, just in case A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets Opportunity to progress within your career both in-role and within the company FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site) A variety of Employee Funded Benefits available to you via our Online Benefits Portal Plus, several additional purchase options available for you and your loved ones Why Just? At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive culture - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. We're committed to building a more sustainable business, and we're working hard to make progress against our Net Zero targets . We're reducing our reliance on fossil fuels in our offices, switching to more sustainable sources of energy and we're investing more of our money in green and social assets. Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just . click apply for full job details
Sellick Partnership
Building Surveyor
Sellick Partnership City, Swindon
Building Surveyor Swindon, South West 44,435 per annum + 3715 car allowance Full-time, 37 hours per week Permanent position Sellick Partnership Ltd are currently recruiting for a Building Surveyor to join one of our Swindon based clients on a full-time permanent basis Daily duties of the Building Surveyor consist of: Responsible for the delivery of responsive/void, service charge, planned investment and major works programmes Operational responsibility for the delivery of all responsive, void, planned, capital investment and service chargeable maintenance activities Responsible for creating reports, specifications and scott schedules including cost estimates based on the Schedule of Rates Taking accountability for identifying and overseeing repairs in cases of disrepair and complex damp and mould Collaborating with other departments to ensure a coordinated approach to property maintenance Preparing and presenting reports to senior management on maintenance activities and outcomes Ensuring that all projects/works are undertaken in safe and CDM compliant manner Working in conjunction with line manager's budgets for responsive maintenance, planned investment and major works across the portfolio of Assets Essential experience of the Building Surveyor: Educated to minimum HNC level or equivalent professional experience / qualification in construction, housing, management or property Understanding of housing health and safety systems (HHSRS) Understanding of CDM Compliance Full UK Driver's License and access to own vehicle If you are interested in the role of the Building Surveyor, then please apply now or for any further information please contact Harry Rigby at the Sellick Partnership Derby office Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Jun 13, 2025
Full time
Building Surveyor Swindon, South West 44,435 per annum + 3715 car allowance Full-time, 37 hours per week Permanent position Sellick Partnership Ltd are currently recruiting for a Building Surveyor to join one of our Swindon based clients on a full-time permanent basis Daily duties of the Building Surveyor consist of: Responsible for the delivery of responsive/void, service charge, planned investment and major works programmes Operational responsibility for the delivery of all responsive, void, planned, capital investment and service chargeable maintenance activities Responsible for creating reports, specifications and scott schedules including cost estimates based on the Schedule of Rates Taking accountability for identifying and overseeing repairs in cases of disrepair and complex damp and mould Collaborating with other departments to ensure a coordinated approach to property maintenance Preparing and presenting reports to senior management on maintenance activities and outcomes Ensuring that all projects/works are undertaken in safe and CDM compliant manner Working in conjunction with line manager's budgets for responsive maintenance, planned investment and major works across the portfolio of Assets Essential experience of the Building Surveyor: Educated to minimum HNC level or equivalent professional experience / qualification in construction, housing, management or property Understanding of housing health and safety systems (HHSRS) Understanding of CDM Compliance Full UK Driver's License and access to own vehicle If you are interested in the role of the Building Surveyor, then please apply now or for any further information please contact Harry Rigby at the Sellick Partnership Derby office Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Barclays
Director, Financial Sponsors Structuring, Large Corporate Lending
Barclays
Join us as a Director in the Financial Sponsors structuring team - part of the Large Corporate Lending ("LCL") team. The Large Corporate Lending team are at the heart of the delivery of the UK Corporate Banking's asset growth agenda. We support Large and Mid-Corporate Coverage colleagues with the ability to originate and structure lending opportunities (within our own risk appetite) that meet our clients' desire to utilise debt finance to facilitate their own growth ambitions. As a Director in the Financial Sponsors structuring team you will be responsible for originating, structuring and executing medium to large transactions backed by Financial Sponsors. You will be responsible for leading the transaction, management of the overall deal process, liaising internally with Coverage, Transaction Management, Credit, Portfolio Management and externally with the client, Financial Sponsor and their advisors. You will be responsible for reviewing complex business lending opportunities to assess the suitability vs Barclays' risk appetite (including the UKC FS mandate); involving interrogation of management's business plans and seeking to assess and identify the risks contained within whilst using lateral thinking to establish whether / how the specific risks identified through due diligence are mitigated. You will also be responsible for building and analysing often sophisticated financial models to assess serviceability of the proposed debt structure. This requires an assessment of the reasonableness of the assumptions used, a critical review of the financial covenants, and identifying appropriate sensitivities to test borrower's resilience to downside scenarios. You will also need to ensure all deals comply with Barclays Leveraged Lending policies and carry out the associated tests and recording of results. You will support the head of Financial Sponsors in driving business development activity through both partnership with Coverage and maintaining close relationships with the key Debt Advisory community, debt funds and Financial Sponsors. As a senior member of the LCL team, you will also support the leadership team with the development of junior colleagues. Essential Skills/Basic Qualifications: The candidate should be able to demonstrate experience of having led deals earlier in their career to deliver debt transactions Credit skills, and debt finance experience as well as an understanding of the end to end lending journeys in UKC with particular awareness of the characteristics of borrowers and transactions in the financial sponsor mid-market Geographically mobile with the ability to spend time travelling to client and colleague sites Desirable skills/Preferred Qualifications: Previous experience of working within a transaction environment Experience of complex problem solving Experience of working in teams and contributing to successful outcomes The ability to spot early variances in the performance of a business, identify solutions, and drive those solutions into execution A curious mind to challenge, innovate and transform processes and working practices. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. Purpose of the role To manage debt relationships with high-value corporate clients and potential clients Provide support to the bank's senior management team in setting strategic direction and, managing debt structuring risk across the organisation. Accountabilities Collaboration with account managers to structure, recommend and fully implement relevant debt products and services to existing and potential clients. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Management of key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of each transaction completed as well as the wider debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Director Expectations To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives. Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function. Escalates breaches of policies / procedure appropriately. Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence. Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate. Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives. Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives. Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations. Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area. Negotiate with and influence stakeholders at a senior level both internally and externally. Act as principal contact point for key clients and counterparts in other functions/ businesses divisions. Mandated as a spokesperson for the function and business division. All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jun 13, 2025
Full time
Join us as a Director in the Financial Sponsors structuring team - part of the Large Corporate Lending ("LCL") team. The Large Corporate Lending team are at the heart of the delivery of the UK Corporate Banking's asset growth agenda. We support Large and Mid-Corporate Coverage colleagues with the ability to originate and structure lending opportunities (within our own risk appetite) that meet our clients' desire to utilise debt finance to facilitate their own growth ambitions. As a Director in the Financial Sponsors structuring team you will be responsible for originating, structuring and executing medium to large transactions backed by Financial Sponsors. You will be responsible for leading the transaction, management of the overall deal process, liaising internally with Coverage, Transaction Management, Credit, Portfolio Management and externally with the client, Financial Sponsor and their advisors. You will be responsible for reviewing complex business lending opportunities to assess the suitability vs Barclays' risk appetite (including the UKC FS mandate); involving interrogation of management's business plans and seeking to assess and identify the risks contained within whilst using lateral thinking to establish whether / how the specific risks identified through due diligence are mitigated. You will also be responsible for building and analysing often sophisticated financial models to assess serviceability of the proposed debt structure. This requires an assessment of the reasonableness of the assumptions used, a critical review of the financial covenants, and identifying appropriate sensitivities to test borrower's resilience to downside scenarios. You will also need to ensure all deals comply with Barclays Leveraged Lending policies and carry out the associated tests and recording of results. You will support the head of Financial Sponsors in driving business development activity through both partnership with Coverage and maintaining close relationships with the key Debt Advisory community, debt funds and Financial Sponsors. As a senior member of the LCL team, you will also support the leadership team with the development of junior colleagues. Essential Skills/Basic Qualifications: The candidate should be able to demonstrate experience of having led deals earlier in their career to deliver debt transactions Credit skills, and debt finance experience as well as an understanding of the end to end lending journeys in UKC with particular awareness of the characteristics of borrowers and transactions in the financial sponsor mid-market Geographically mobile with the ability to spend time travelling to client and colleague sites Desirable skills/Preferred Qualifications: Previous experience of working within a transaction environment Experience of complex problem solving Experience of working in teams and contributing to successful outcomes The ability to spot early variances in the performance of a business, identify solutions, and drive those solutions into execution A curious mind to challenge, innovate and transform processes and working practices. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. Purpose of the role To manage debt relationships with high-value corporate clients and potential clients Provide support to the bank's senior management team in setting strategic direction and, managing debt structuring risk across the organisation. Accountabilities Collaboration with account managers to structure, recommend and fully implement relevant debt products and services to existing and potential clients. Management of debt structuring, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness Relationship management of debt structuring stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. Management of key stakeholder relationships within target companies to understand their needs and recommend appropriate solutions. Management of debt structuring risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's debt structuring and compliance functions Monitoring the financial performance of each transaction completed as well as the wider debt structuring department, including revenue, profitability, and cost control. Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities. Director Expectations To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives. Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function. Escalates breaches of policies / procedure appropriately. Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence. Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate. Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives. Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives. Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations. Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area. Negotiate with and influence stakeholders at a senior level both internally and externally. Act as principal contact point for key clients and counterparts in other functions/ businesses divisions. Mandated as a spokesperson for the function and business division. All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Head of Customer Insight & Complaint
AXA Assistance Deutschland GmbH Redhill, Surrey
We have an excellent opportunity for an experienced Head of Customer Insight & Complaint Manager to join us. This role is responsible for overseeing the evolution of customer experience at AXA Partners UK. It encompasses the production of insightful metrics, effective management of customer complaints, and the assurance of service quality standards in alignment with regulatory requirements. The ideal candidate will act as a key authority in decision-making related to customer service and adherence to product terms and conditions. You will be based in our Redhill office and work on a hybrid basis. We work a 35-hour week, Monday to Friday, 9am - 5pm. Key Responsibilities: Customer Insight Management: Produce and analyze Net Promoter Score (NPS) and other relevant customer data to benchmark the customer experience with AXA Partners UK. Develop actionable insights from customer feedback to inform strategic decisions and enhance customer satisfaction. Complaint Management: Oversee the management of customer complaints, ensuring they are handled efficiently and within regulatory frameworks. Organize and coordinate the escalation process for complaints, ensuring timely resolutions and effective communication with stakeholders. Quality Assessment: Perform comprehensive quality assessments to ensure that service standards are consistently maintained. Implement quality control measures and develop improvement plans based on assessment results. Decision Authority: Act as the ultimate authority in decision-making regarding appropriate servicing solutions and adherence to product terms and conditions. Collaborate with various departments to ensure customer service strategies align with organizational goals and regulatory obligations. Individual responsibilities/tasks/Key Result areas Customer Insight Management: Gather, analyze, and interpret data related to Net Promoter Score (NPS) and other customer satisfaction metrics. Monitor trends and changes in customer feedback over time to identify patterns and areas for improvement. Establish benchmarks for customer experience by comparing AXA Partners UK's performance against industry standards and competitors. Complaint management : Ensure the accurate and timely recording of customer complaints as they come into the organisation in line with our AXA Partners policy, procedures and FCA regulations. Own the end-to-end process for regulated complaints, including the complaints investigation handling and FOS interaction. Plan and manage workload of teams to ensure timescales and expectations are managed and prevent regulatory breaches. Provide informal advice and assistance on complaints to customers, where possible resolving without the need for formal complaints and to ensure and instil customer confidence. Own the root cause analysis process and create transparency across the business. Drive change; ensuring complaints data is easy to access, understand and used to educate teams how to analyse complaints data and provide guidance on how we can drive improvement. Work closely with the other functions, making sure that the relevant data and insights are shared in a timely manner across the organisation. Continually measure, monitor, and improve overall performance of the Complaint function, giving regular feedback to management team, and providing visibility on company level standards and metrics. Quality Assessment: Conducting Quality Assessments by evaluate services and processes to ensure they meet established quality standards and identify areas for enhancement. Identifying Improvement Opportunities: Analyze assessment results to pinpoint specific areas where quality can be improved, developing actionable recommendations. Implementing Quality Improvement Initiatives: Lead and execute initiatives aimed at enhancing quality, including recommendations on process redesigns and promote best practice adoption. Monitoring Progress: Track the effectiveness of quality improvement initiatives through regular follow-up assessments and adjustments based on performance data. Share and forster for Development: Provide awareness to staff on quality improvement methodologies and tools to foster a culture of continuous improvement. Design Authority Decision-Making Authority: Serve as the final authority on servicing solutions, ensuring decisions comply with product terms and conditions while addressing client needs effectively. Policy Adherence: Review and ensure adherence to product terms and conditions in all servicing decisions, minimizing risk and maintaining compliance with internal policies. Cross-Department Collaboration: Work collaboratively with departments such as sales, compliance, and operations to align customer service strategies with organizational objectives and regulatory requirements. Customer Service Strategy Development: Contribute to the development and refinement of customer service strategies, ensuring they are effective, efficient, and compliant with applicable regulations. Performance Monitoring: together with the insight team report on the effectiveness of servicing solutions and strategies, making adjustments as necessary to improve customer satisfaction and operational efficiency. Your Profile Demonstrable commercial acumen and experience, mainly within a B2B environment Exemplary stakeholder management skills, dealing with and influencing senior executive level managers at a global level in a matrix organisation Evidence of strategic planning, analytical and execution skills with an ability to assess and communicate priorities and drive actions and delivery through others Excellent understanding of Financial services and the full regulatory environment Ability to quickly assimilate information from disparate topics/functions and connect together to bring business conclusions or highlight risks Skilled at bringing structure and rigour to ambiguous situations and leading teams (both direct and in-direct) to deliver Ability to challenge the status quo and apply a forward-thinking approach to deliver sustainable change Proven ability to collaborate across multi-disciplinary teams Ability to master multiple complex topics, make quick decisions and remain a clear thinker and communicator under pressure Successful experience in developing and retaining critical talent and building an effective team Ideally experience of managing and working in Risk/compliance or operational resilience Experience of operating at an executive level in a multinational, complex organisation Experience of building a team, leading and improving an organisation's capability High level of drive and motivation to ensure successful delivery of complex initiatives and support drive change across the business Experience preparing and presenting business reviews and strategic information at an executive level About AXA AXA Group is the world leader in insurance and asset management. We protect and advise our clients at every step in their lives, by offering products and services which satisfy their needs in the areas of insurance, personal protection, saving and asset management. AXA is the leading insurance brand worldwide, with over 100 million clients. We are transforming from payer to partner for our client, with a strong focus on risk prevention. Our mission: Empower people to live a better life. Our values: Customer First, Courage, Integrity and One AXA. About the Entity AXA Partners is an AXA transversal business unit offering a wide range of solutions in assistance services, travel insurance and credit protection. AXA Partners' role is also to implement innovative solutions emerging from the AXA Innovation unit. Combining passion with advanced expertise, we design and deliver worldwide solutions for partners and communities. We protect what matters, when it matters. What We Offer By joining AXA Partners, you will work in a responsible company, which offers a real culture of expertise & diversity. Our focus is on accelerating the development of everyone's skills, whilst offering attractive and competitive compensation and opportunities for professional development and growth. Additionally, at AXA, we work to make a real difference to people - when amazing things happen and when we create opportunities for a better life, the feeling of pride is extraordinary.
Jun 13, 2025
Full time
We have an excellent opportunity for an experienced Head of Customer Insight & Complaint Manager to join us. This role is responsible for overseeing the evolution of customer experience at AXA Partners UK. It encompasses the production of insightful metrics, effective management of customer complaints, and the assurance of service quality standards in alignment with regulatory requirements. The ideal candidate will act as a key authority in decision-making related to customer service and adherence to product terms and conditions. You will be based in our Redhill office and work on a hybrid basis. We work a 35-hour week, Monday to Friday, 9am - 5pm. Key Responsibilities: Customer Insight Management: Produce and analyze Net Promoter Score (NPS) and other relevant customer data to benchmark the customer experience with AXA Partners UK. Develop actionable insights from customer feedback to inform strategic decisions and enhance customer satisfaction. Complaint Management: Oversee the management of customer complaints, ensuring they are handled efficiently and within regulatory frameworks. Organize and coordinate the escalation process for complaints, ensuring timely resolutions and effective communication with stakeholders. Quality Assessment: Perform comprehensive quality assessments to ensure that service standards are consistently maintained. Implement quality control measures and develop improvement plans based on assessment results. Decision Authority: Act as the ultimate authority in decision-making regarding appropriate servicing solutions and adherence to product terms and conditions. Collaborate with various departments to ensure customer service strategies align with organizational goals and regulatory obligations. Individual responsibilities/tasks/Key Result areas Customer Insight Management: Gather, analyze, and interpret data related to Net Promoter Score (NPS) and other customer satisfaction metrics. Monitor trends and changes in customer feedback over time to identify patterns and areas for improvement. Establish benchmarks for customer experience by comparing AXA Partners UK's performance against industry standards and competitors. Complaint management : Ensure the accurate and timely recording of customer complaints as they come into the organisation in line with our AXA Partners policy, procedures and FCA regulations. Own the end-to-end process for regulated complaints, including the complaints investigation handling and FOS interaction. Plan and manage workload of teams to ensure timescales and expectations are managed and prevent regulatory breaches. Provide informal advice and assistance on complaints to customers, where possible resolving without the need for formal complaints and to ensure and instil customer confidence. Own the root cause analysis process and create transparency across the business. Drive change; ensuring complaints data is easy to access, understand and used to educate teams how to analyse complaints data and provide guidance on how we can drive improvement. Work closely with the other functions, making sure that the relevant data and insights are shared in a timely manner across the organisation. Continually measure, monitor, and improve overall performance of the Complaint function, giving regular feedback to management team, and providing visibility on company level standards and metrics. Quality Assessment: Conducting Quality Assessments by evaluate services and processes to ensure they meet established quality standards and identify areas for enhancement. Identifying Improvement Opportunities: Analyze assessment results to pinpoint specific areas where quality can be improved, developing actionable recommendations. Implementing Quality Improvement Initiatives: Lead and execute initiatives aimed at enhancing quality, including recommendations on process redesigns and promote best practice adoption. Monitoring Progress: Track the effectiveness of quality improvement initiatives through regular follow-up assessments and adjustments based on performance data. Share and forster for Development: Provide awareness to staff on quality improvement methodologies and tools to foster a culture of continuous improvement. Design Authority Decision-Making Authority: Serve as the final authority on servicing solutions, ensuring decisions comply with product terms and conditions while addressing client needs effectively. Policy Adherence: Review and ensure adherence to product terms and conditions in all servicing decisions, minimizing risk and maintaining compliance with internal policies. Cross-Department Collaboration: Work collaboratively with departments such as sales, compliance, and operations to align customer service strategies with organizational objectives and regulatory requirements. Customer Service Strategy Development: Contribute to the development and refinement of customer service strategies, ensuring they are effective, efficient, and compliant with applicable regulations. Performance Monitoring: together with the insight team report on the effectiveness of servicing solutions and strategies, making adjustments as necessary to improve customer satisfaction and operational efficiency. Your Profile Demonstrable commercial acumen and experience, mainly within a B2B environment Exemplary stakeholder management skills, dealing with and influencing senior executive level managers at a global level in a matrix organisation Evidence of strategic planning, analytical and execution skills with an ability to assess and communicate priorities and drive actions and delivery through others Excellent understanding of Financial services and the full regulatory environment Ability to quickly assimilate information from disparate topics/functions and connect together to bring business conclusions or highlight risks Skilled at bringing structure and rigour to ambiguous situations and leading teams (both direct and in-direct) to deliver Ability to challenge the status quo and apply a forward-thinking approach to deliver sustainable change Proven ability to collaborate across multi-disciplinary teams Ability to master multiple complex topics, make quick decisions and remain a clear thinker and communicator under pressure Successful experience in developing and retaining critical talent and building an effective team Ideally experience of managing and working in Risk/compliance or operational resilience Experience of operating at an executive level in a multinational, complex organisation Experience of building a team, leading and improving an organisation's capability High level of drive and motivation to ensure successful delivery of complex initiatives and support drive change across the business Experience preparing and presenting business reviews and strategic information at an executive level About AXA AXA Group is the world leader in insurance and asset management. We protect and advise our clients at every step in their lives, by offering products and services which satisfy their needs in the areas of insurance, personal protection, saving and asset management. AXA is the leading insurance brand worldwide, with over 100 million clients. We are transforming from payer to partner for our client, with a strong focus on risk prevention. Our mission: Empower people to live a better life. Our values: Customer First, Courage, Integrity and One AXA. About the Entity AXA Partners is an AXA transversal business unit offering a wide range of solutions in assistance services, travel insurance and credit protection. AXA Partners' role is also to implement innovative solutions emerging from the AXA Innovation unit. Combining passion with advanced expertise, we design and deliver worldwide solutions for partners and communities. We protect what matters, when it matters. What We Offer By joining AXA Partners, you will work in a responsible company, which offers a real culture of expertise & diversity. Our focus is on accelerating the development of everyone's skills, whilst offering attractive and competitive compensation and opportunities for professional development and growth. Additionally, at AXA, we work to make a real difference to people - when amazing things happen and when we create opportunities for a better life, the feeling of pride is extraordinary.
Collateral Management Senior Officer
Alter Domus
Select how often (in days) to receive an alert: Create Alert We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at The Collateral Administration Associate plays a key role in managing and supporting private fund financing deals within the Collateral Administration team. This position is responsible for the efficient oversight of cash flows, loan administration, trade settlements, and reporting. The ideal candidate is detail-oriented, analytically proficient, and capable of collaborating across multiple teams to ensure accurate and timely data management, reporting, and deal compliance. RESPONSIBILITIES • Deal Oversight and Portfolio Management o Manage and oversee a portfolio of private fund financing deals. o Perform daily reconciliations of cash flows and asset positions, verifying the accuracy of principal and interest payments ahead of monthly reporting and investor payment deadlines. • Trade Settlement and Reconciliation o Investigate and resolve post-trade breaks (e.g., paydowns, interest payments, PIK, fees) by liaising with Loan Administration teams, Asset Services, Trade Settlement, Trustees, and Agent Banks. o Support trade settlement processes, ensuring accurate and compliant trade execution. • Coverage and Collateral Quality Testing o Conduct calculations for various financial tests, including coverage, collateral quality, and portfolio profile assessments as stipulated by deal indentures. o Maintain accurate deal models (Borrowing Base) with up-to-date data on portfolio positions, holdings, and cash flows to support reporting accuracy. • Modelling and Reporting o Prepare monthly and quarterly reports for clients, ensuring data integrity and timely completion of deliverables as stipulated in the deal indentures. o Provide key support for investment managers by running hypothetical scenarios on new advances and asset acquisitions, facilitating strategic decision-making processes. • Payment Processing and FX Transactions o Oversee payments and foreign exchange transactions related to asset purchases, cash cleaning, and invoicing, ensuring precision and timeliness. • Deal Onboarding and Document Review o Assist the team on onboarding new deals by helping setup new assets in Solvas as well as and populating global asset data to ensure the portfolio is up to date by the deal closing date. YOUR PROFILE • Bachelor's degree in Finance, Economics, Accounting, or a related field. • Comfortable managing their own deal allocation independently whilst being pro-active in supporting the wider team with ad-hoc tasks. • Minimum of 3+ years experience in Fund Financing, CLO Administration, Structured Finance, or a similar field. • Strong analytical skills with experience in cash flow and position reconciliation. • Proficiency in Excel, with advanced formula skills and the ability to interpret model calculations alongside the deal indentures. • Familiarity with ESMA reporting requirements is advantageous. • Excellent attention to detail, organisational, and time management skills. • Strong communication skills with the ability to collaborate effectively across teams and with external stakeholders. • Knowledge of fund financing deal indentures (e.g., Facility Agreements, Agency Agreements and Collateral Administration Agreements). • Experience with debt portfolio management or similar finance roles. • Ability to adapt to a dynamic, deadline-driven environment and handle multiple priorities. • Knowledge of Solvas/CDO Suite would be advantageous. WHAT WE OFFER: We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, birthday leave Continuous mentoring along your career progression Active sports, events and social committees across our offices Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Equity in every sense of the word We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative. We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you.
Jun 13, 2025
Full time
Select how often (in days) to receive an alert: Create Alert We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at The Collateral Administration Associate plays a key role in managing and supporting private fund financing deals within the Collateral Administration team. This position is responsible for the efficient oversight of cash flows, loan administration, trade settlements, and reporting. The ideal candidate is detail-oriented, analytically proficient, and capable of collaborating across multiple teams to ensure accurate and timely data management, reporting, and deal compliance. RESPONSIBILITIES • Deal Oversight and Portfolio Management o Manage and oversee a portfolio of private fund financing deals. o Perform daily reconciliations of cash flows and asset positions, verifying the accuracy of principal and interest payments ahead of monthly reporting and investor payment deadlines. • Trade Settlement and Reconciliation o Investigate and resolve post-trade breaks (e.g., paydowns, interest payments, PIK, fees) by liaising with Loan Administration teams, Asset Services, Trade Settlement, Trustees, and Agent Banks. o Support trade settlement processes, ensuring accurate and compliant trade execution. • Coverage and Collateral Quality Testing o Conduct calculations for various financial tests, including coverage, collateral quality, and portfolio profile assessments as stipulated by deal indentures. o Maintain accurate deal models (Borrowing Base) with up-to-date data on portfolio positions, holdings, and cash flows to support reporting accuracy. • Modelling and Reporting o Prepare monthly and quarterly reports for clients, ensuring data integrity and timely completion of deliverables as stipulated in the deal indentures. o Provide key support for investment managers by running hypothetical scenarios on new advances and asset acquisitions, facilitating strategic decision-making processes. • Payment Processing and FX Transactions o Oversee payments and foreign exchange transactions related to asset purchases, cash cleaning, and invoicing, ensuring precision and timeliness. • Deal Onboarding and Document Review o Assist the team on onboarding new deals by helping setup new assets in Solvas as well as and populating global asset data to ensure the portfolio is up to date by the deal closing date. YOUR PROFILE • Bachelor's degree in Finance, Economics, Accounting, or a related field. • Comfortable managing their own deal allocation independently whilst being pro-active in supporting the wider team with ad-hoc tasks. • Minimum of 3+ years experience in Fund Financing, CLO Administration, Structured Finance, or a similar field. • Strong analytical skills with experience in cash flow and position reconciliation. • Proficiency in Excel, with advanced formula skills and the ability to interpret model calculations alongside the deal indentures. • Familiarity with ESMA reporting requirements is advantageous. • Excellent attention to detail, organisational, and time management skills. • Strong communication skills with the ability to collaborate effectively across teams and with external stakeholders. • Knowledge of fund financing deal indentures (e.g., Facility Agreements, Agency Agreements and Collateral Administration Agreements). • Experience with debt portfolio management or similar finance roles. • Ability to adapt to a dynamic, deadline-driven environment and handle multiple priorities. • Knowledge of Solvas/CDO Suite would be advantageous. WHAT WE OFFER: We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations such as ACCA and study leave Flexible arrangements, generous holidays, birthday leave Continuous mentoring along your career progression Active sports, events and social committees across our offices Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Equity in every sense of the word We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative. We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you.
Hays
Head of Real Estate - Funding
Hays Swindon, Wiltshire
Head of the Real Estate & Infrastructure Operations - Fixed term Contract - Swindon Our client Working for my client you'll find growth and career opportunities across all their businesses. They have intentionally built to help you succeed. Their reach is expansive with a global team of 2,500 people working together. Their expertise is diverse, with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Their clients have access to a broad array of investment strategies, and they have the capability to create bespoke solutions matched to clients' specific requirements. They are a people business and recognise that their success is due to their talented people, who bring diversity of thought, complementary skills and capabilities. They are committed to providing an inclusive workplace that supports the diversity of their employees and reflects their broader communities and client-base. The role Head of the Real Estate & Infrastructure Operations team that provides end-to-end specialist accounting and operational support in respect of Investments circa. £7BN UK Real Estate and Infrastructure businesses. Alongside accountability for the team that delivers business-as-usual accounting and operational support, this role is accountable for managing change and delivering operational excellence in response to the strategic and tactical goals of the business. How you will spend your time Responsible for departmental planning to manage change and achieve the strategic goals of the business. Responsible for driving through departmental and cross-team improvements to achieve operational excellence. Responsible for management of three direct reports and accountable for a team of c. 40 indirect reports in respect of recruitment, training, motivation and development. Representing the department internally and externally, for example, at board meetings, committee meetings and with key investors. Accountable for all aspects of running the Operations Member of the Property Business Management Team with joint responsibility for meeting the committee's objectives including To be successful in this role, you will have Post-qualified accountant - ACA, ACCA or CIMA. Experience working with UK Real Estate and Infrastructure funds would also be of benefit. Experience in a senior management position within a Financial Services environment. Experience working across multiple jurisdictions, including the UK, Jersey and Luxembourg. Clear and concise communicator dealing with clients and colleagues at all levels (including Fund Managers, boards, committees, fund administrators, investors, suppliers and auditors). Experience managing and motivating a team with multiple competing priorities. Ability to identify and drive through cross-team operational efficiencies and control improvements, managing risks appropriately on own initiative. Ability to deal with complex issues as they arise. Client focus-driven. Forward-thinking with excellent planning skills. Self-starter, deadline-driven and can work on your own initiative. What you will receive In return, you will receive a competitive salary and retention bonus on completion of the 12-month contract as well as fantastic experience working with an employer of choice within the Wiltshire market. #
Jun 13, 2025
Full time
Head of the Real Estate & Infrastructure Operations - Fixed term Contract - Swindon Our client Working for my client you'll find growth and career opportunities across all their businesses. They have intentionally built to help you succeed. Their reach is expansive with a global team of 2,500 people working together. Their expertise is diverse, with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Their clients have access to a broad array of investment strategies, and they have the capability to create bespoke solutions matched to clients' specific requirements. They are a people business and recognise that their success is due to their talented people, who bring diversity of thought, complementary skills and capabilities. They are committed to providing an inclusive workplace that supports the diversity of their employees and reflects their broader communities and client-base. The role Head of the Real Estate & Infrastructure Operations team that provides end-to-end specialist accounting and operational support in respect of Investments circa. £7BN UK Real Estate and Infrastructure businesses. Alongside accountability for the team that delivers business-as-usual accounting and operational support, this role is accountable for managing change and delivering operational excellence in response to the strategic and tactical goals of the business. How you will spend your time Responsible for departmental planning to manage change and achieve the strategic goals of the business. Responsible for driving through departmental and cross-team improvements to achieve operational excellence. Responsible for management of three direct reports and accountable for a team of c. 40 indirect reports in respect of recruitment, training, motivation and development. Representing the department internally and externally, for example, at board meetings, committee meetings and with key investors. Accountable for all aspects of running the Operations Member of the Property Business Management Team with joint responsibility for meeting the committee's objectives including To be successful in this role, you will have Post-qualified accountant - ACA, ACCA or CIMA. Experience working with UK Real Estate and Infrastructure funds would also be of benefit. Experience in a senior management position within a Financial Services environment. Experience working across multiple jurisdictions, including the UK, Jersey and Luxembourg. Clear and concise communicator dealing with clients and colleagues at all levels (including Fund Managers, boards, committees, fund administrators, investors, suppliers and auditors). Experience managing and motivating a team with multiple competing priorities. Ability to identify and drive through cross-team operational efficiencies and control improvements, managing risks appropriately on own initiative. Ability to deal with complex issues as they arise. Client focus-driven. Forward-thinking with excellent planning skills. Self-starter, deadline-driven and can work on your own initiative. What you will receive In return, you will receive a competitive salary and retention bonus on completion of the 12-month contract as well as fantastic experience working with an employer of choice within the Wiltshire market. #
Graphic Designer (Mid to Senior)
Linney Mansfield, Nottinghamshire
Linney is a world-class, multichannel marketing services business. Due to continuous growth Linney Display is offering an exciting opportunity for a 2D graphic designer to join our award-winning team. The ideal candidate will have at least 4 years industry experience and come from a design studio background, and work in a similar or aligned industry with experience in design for print. They must be comfortable in front of clients, as well as an effective collaborator with fellow designers. This role is based in office full time. While we can offer some flexibility after 6 months - this is not a hybrid role. We design semi-permanent and permanent displays, along with packaging concepts for well-loved global and high-street brands. Click on the links to see some examples of our work: Artfully balancing creativity and practicality, we develop displays that are innovative and eye-catching, while remaining cost-effective and compliant with brand and retailer guidelines. Our working culture is hugely important to us, and teamwork is the key to our success. You will be working collaboratively alongside a diverse mix of 3D designers, graphic designers, artworkers, engineers and project managers. Key responsibilities: Collaborate with the wider studio team to develop innovative strategies that enhance brands' retail presence, focusing on vibrant in-store designs and packaging. Lead projects, deliver presentations and advise clients. Ensure consistency across all touchpoints as brand custodian. Mentor and support junior team members, serving as a reliable source for advice and guidance. Tackling a range of briefs of varying complexity, demonstrating and justifying your creative thinking from initial sketches to fully developed concepts. Accurately implement client feedback and provide effective solutions. Create mood boards and conduct research on demographics and competitors. Execute asset creation and photo retouching. Essential skills: Excellent understanding of brand identity and retailer requirements, working to a range of guidelines Excellent communication skills to enable liaison with other designers, account management teams and clients Work well as part of a team and be happy with working in a busy, fast-paced studio environment Ability to pivot from job to job, sometimes working on multiple briefs per day Strong attention to detail and willing to go the extra mile to deliver the best Please get in touch if you have any questions about our diversity and inclusion policies, or about accessibility or any accommodations needed during your application process. We work hard to provide an inspiring environment with opportunity to progress your career. Look at the Our values section on the Linney website to find out more about the Linney culture.
Jun 13, 2025
Full time
Linney is a world-class, multichannel marketing services business. Due to continuous growth Linney Display is offering an exciting opportunity for a 2D graphic designer to join our award-winning team. The ideal candidate will have at least 4 years industry experience and come from a design studio background, and work in a similar or aligned industry with experience in design for print. They must be comfortable in front of clients, as well as an effective collaborator with fellow designers. This role is based in office full time. While we can offer some flexibility after 6 months - this is not a hybrid role. We design semi-permanent and permanent displays, along with packaging concepts for well-loved global and high-street brands. Click on the links to see some examples of our work: Artfully balancing creativity and practicality, we develop displays that are innovative and eye-catching, while remaining cost-effective and compliant with brand and retailer guidelines. Our working culture is hugely important to us, and teamwork is the key to our success. You will be working collaboratively alongside a diverse mix of 3D designers, graphic designers, artworkers, engineers and project managers. Key responsibilities: Collaborate with the wider studio team to develop innovative strategies that enhance brands' retail presence, focusing on vibrant in-store designs and packaging. Lead projects, deliver presentations and advise clients. Ensure consistency across all touchpoints as brand custodian. Mentor and support junior team members, serving as a reliable source for advice and guidance. Tackling a range of briefs of varying complexity, demonstrating and justifying your creative thinking from initial sketches to fully developed concepts. Accurately implement client feedback and provide effective solutions. Create mood boards and conduct research on demographics and competitors. Execute asset creation and photo retouching. Essential skills: Excellent understanding of brand identity and retailer requirements, working to a range of guidelines Excellent communication skills to enable liaison with other designers, account management teams and clients Work well as part of a team and be happy with working in a busy, fast-paced studio environment Ability to pivot from job to job, sometimes working on multiple briefs per day Strong attention to detail and willing to go the extra mile to deliver the best Please get in touch if you have any questions about our diversity and inclusion policies, or about accessibility or any accommodations needed during your application process. We work hard to provide an inspiring environment with opportunity to progress your career. Look at the Our values section on the Linney website to find out more about the Linney culture.
Hays
Personal Tax Senior Manager
Hays Tonbridge, Kent
Personal Tax Senior Manager ACA CTA STEP Your new company My client is a leading Top 10 Firm with a fantastic reputation across the professional sector. Their service to clients is award-winning by an excellent team with deep knowledge providing both compliance and advisory services. Their approach is very proactive, building relationships with their clients, ensuring that they are delivering to their needs accordingly. They are looking for a qualified tax professional to join their unique team, dealing with a portfolio of UHNWI, business owners, directors of PE backed businesses and asset managers. The culture of the firm is very collaborative, with an open-door policy, communal work spaces and are a sociable team. Your new role Deliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trustsDay to day responsibility for meeting both client and compliance deadlines, monitoring time limits and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issuesManage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior members of staff including helping them with technical and personal developmentEngage in personal business development activities and support business development activities of the team What you'll need to succeed You will be a qualified tax professional, ACA, CTA, STEP or equivalent. Experience within professional services such as accountancy or legal firms is a must. Excellent communication skills, with the ability to grow relationships, ask questions of clients, provide alternative solutions and scenarios to clients to cover all bases and have a proactive approach to advisory work. What you'll get in return You will receive a salary depending on experience up to £85,000. Hybrid and flexible working options available with 2 days working from home. My client works in an excellent office, equipped with a pool table, table tennis, communal eating facilities, excellent grounds to the office for lunchtime walks through gardens and a 10 minute walk to the centre of town. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Jun 13, 2025
Full time
Personal Tax Senior Manager ACA CTA STEP Your new company My client is a leading Top 10 Firm with a fantastic reputation across the professional sector. Their service to clients is award-winning by an excellent team with deep knowledge providing both compliance and advisory services. Their approach is very proactive, building relationships with their clients, ensuring that they are delivering to their needs accordingly. They are looking for a qualified tax professional to join their unique team, dealing with a portfolio of UHNWI, business owners, directors of PE backed businesses and asset managers. The culture of the firm is very collaborative, with an open-door policy, communal work spaces and are a sociable team. Your new role Deliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trustsDay to day responsibility for meeting both client and compliance deadlines, monitoring time limits and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issuesManage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior members of staff including helping them with technical and personal developmentEngage in personal business development activities and support business development activities of the team What you'll need to succeed You will be a qualified tax professional, ACA, CTA, STEP or equivalent. Experience within professional services such as accountancy or legal firms is a must. Excellent communication skills, with the ability to grow relationships, ask questions of clients, provide alternative solutions and scenarios to clients to cover all bases and have a proactive approach to advisory work. What you'll get in return You will receive a salary depending on experience up to £85,000. Hybrid and flexible working options available with 2 days working from home. My client works in an excellent office, equipped with a pool table, table tennis, communal eating facilities, excellent grounds to the office for lunchtime walks through gardens and a 10 minute walk to the centre of town. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Underwriter - Real Estate Development & Bridging loans
Caravel
Underwriter - Real Estate Development & Bridging loans A well-backed and fast-growing property lender is looking to hire an experienced Underwriter to join their team in London. With a strong pipeline of deals and a diverse portfolio across development, bridging, and mezzanine finance, this is a great opportunity to take on a hands-on underwriting role in a highly active credit environment. The business is focused on UK commercial real estate and is backed by institutional capital, with a warehouse line already in place. Their platform has grown quickly since launching in late 2024 and has ambitious plans to scale their loan book significantly over the next 12-18 months. What you'll be doing: Underwrite loans across development, bridging and (ideally) mezzanine structures Conduct due diligence on borrowers, assets, exit strategies, and professional reports Review development appraisals, borrower financials and cash flows Prepare concise and well-structured credit papers Work closely with originators, case managers, valuers, solicitors and surveyors Identify and mitigate risks to support credit committee recommendations What they're looking for: 3-6+ years of experience in real estate lending, underwriting or credit analysis Strong knowledge of development and bridging finance in the UK market Mezzanine or stretch senior experience would be a plus Confident analysing development appraisals and complex lending structures Clear communicator with a high level of attention to detail Comfortable working in a lean, fast-paced, high-volume environment Why join? High deal volume and exposure to a wide range of real estate transactions Direct access to decision-makers and the credit committee Well-capitalised and institutionally backed platform Hybrid working and supportive team culture Clear opportunity for progression as the platform scales
Jun 13, 2025
Full time
Underwriter - Real Estate Development & Bridging loans A well-backed and fast-growing property lender is looking to hire an experienced Underwriter to join their team in London. With a strong pipeline of deals and a diverse portfolio across development, bridging, and mezzanine finance, this is a great opportunity to take on a hands-on underwriting role in a highly active credit environment. The business is focused on UK commercial real estate and is backed by institutional capital, with a warehouse line already in place. Their platform has grown quickly since launching in late 2024 and has ambitious plans to scale their loan book significantly over the next 12-18 months. What you'll be doing: Underwrite loans across development, bridging and (ideally) mezzanine structures Conduct due diligence on borrowers, assets, exit strategies, and professional reports Review development appraisals, borrower financials and cash flows Prepare concise and well-structured credit papers Work closely with originators, case managers, valuers, solicitors and surveyors Identify and mitigate risks to support credit committee recommendations What they're looking for: 3-6+ years of experience in real estate lending, underwriting or credit analysis Strong knowledge of development and bridging finance in the UK market Mezzanine or stretch senior experience would be a plus Confident analysing development appraisals and complex lending structures Clear communicator with a high level of attention to detail Comfortable working in a lean, fast-paced, high-volume environment Why join? High deal volume and exposure to a wide range of real estate transactions Direct access to decision-makers and the credit committee Well-capitalised and institutionally backed platform Hybrid working and supportive team culture Clear opportunity for progression as the platform scales
CASS Oversight Lead Compliance Shoreditch
Chip UK
What you can expect to be doing: Ongoing compliance testing and oversight of Client Money and Assets (CASS) processes, overseeing reconciliations, reviewing shortfalls, developing CASS reconciliations and controls. Oversight of the firm's Safeguarding obligations under Payment Services Permissions (subject to upcoming CASS 15). Ensure accurate monthly Client Money and Asset Returns (CMAR). Ensure the CASS Resolution Pack remains complete and fit for purpose. Maintenance and review of all policy and procedure documents related to CASS. Assist with the co-ordination of the annual external CASS audit. Develop and maintain appropriate and effective MI and KPIs for CASS Compliance. Ensure CASS breaches are appropriately recorded, reported and escalated to senior management and root cause analysis is conducted to prevent future recurrence. Advise on CASS risk and assist in Risk and Control Self-Assessments (RCSAs) and Internal Capital Adequacy and Risk Assessment (ICARA) preparation. Draft and review due diligence on key counterparties, bank and custodian account opening ensuring it is kept up to date. Assessment of organisational and regulatory changes and validating the adequacy of CASS Governance Framework. Assist in ensuring appropriate CASS training for staff. What we're looking for: Subject matter expert in the FCA's CASS rulebook for MiFID, specifically CASS 7, and an in-depth understanding of Client Money flows. Knowledge of Safeguarding for Payment firms (upcoming CASS 15 rules). Experience of operating in a compliance, audit or operational oversight role. Hands on experience of managing CASS related responsibilities including CMAR reporting, CASS record keeping and reconciliation requirements. Excellent communication with the ability to develop effective working relationships, and influence employees at all levels. Excellent analytical, organisational and interpretation skills as well as critical thinking and problem-solving skills. A CASS qualification. What we're really looking for: ️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we're in the financial space, and under the scrutiny that comes with it, the current compliance team works well together, and even sometimes with a smile. We're sure you've got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn't matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. Working Hours Monday to Thursday: 9:00 AM - 6:00 PM Friday: 8:00 AM - 4:00 PM (Start your weekend early!) Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend! PERKS £60,000 - £80,000 per annum Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary. Workplace pension scheme - We invest in your future with a workplace pension scheme , contributing 5% on earnings up to £50,000 . Plan ahead with confidence while you grow your career! Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup Our Interview Process: Video screen with someone from our Talent team Video interview with the hiring manager Final interview with our Chief Risk & Compliance Officer About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain and we're not slowing down. Chip serves over 300,000 active customers and looks after over £5billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 180, from all different backgrounds and industries. We're driven and passionate people, but no one takes themselves too seriously. Don't just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022 & 2024 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It's talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.
Jun 13, 2025
Full time
What you can expect to be doing: Ongoing compliance testing and oversight of Client Money and Assets (CASS) processes, overseeing reconciliations, reviewing shortfalls, developing CASS reconciliations and controls. Oversight of the firm's Safeguarding obligations under Payment Services Permissions (subject to upcoming CASS 15). Ensure accurate monthly Client Money and Asset Returns (CMAR). Ensure the CASS Resolution Pack remains complete and fit for purpose. Maintenance and review of all policy and procedure documents related to CASS. Assist with the co-ordination of the annual external CASS audit. Develop and maintain appropriate and effective MI and KPIs for CASS Compliance. Ensure CASS breaches are appropriately recorded, reported and escalated to senior management and root cause analysis is conducted to prevent future recurrence. Advise on CASS risk and assist in Risk and Control Self-Assessments (RCSAs) and Internal Capital Adequacy and Risk Assessment (ICARA) preparation. Draft and review due diligence on key counterparties, bank and custodian account opening ensuring it is kept up to date. Assessment of organisational and regulatory changes and validating the adequacy of CASS Governance Framework. Assist in ensuring appropriate CASS training for staff. What we're looking for: Subject matter expert in the FCA's CASS rulebook for MiFID, specifically CASS 7, and an in-depth understanding of Client Money flows. Knowledge of Safeguarding for Payment firms (upcoming CASS 15 rules). Experience of operating in a compliance, audit or operational oversight role. Hands on experience of managing CASS related responsibilities including CMAR reporting, CASS record keeping and reconciliation requirements. Excellent communication with the ability to develop effective working relationships, and influence employees at all levels. Excellent analytical, organisational and interpretation skills as well as critical thinking and problem-solving skills. A CASS qualification. What we're really looking for: ️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we're in the financial space, and under the scrutiny that comes with it, the current compliance team works well together, and even sometimes with a smile. We're sure you've got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn't matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. Working Hours Monday to Thursday: 9:00 AM - 6:00 PM Friday: 8:00 AM - 4:00 PM (Start your weekend early!) Enjoy a structured yet balanced workweek, with an early Friday finish to kickstart your weekend! PERKS £60,000 - £80,000 per annum Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary. Workplace pension scheme - We invest in your future with a workplace pension scheme , contributing 5% on earnings up to £50,000 . Plan ahead with confidence while you grow your career! Private medical insurance (medical history disregarded) Employee Assistance Programme Cycle to work scheme Season ticket loan Free ChipX subscription for UK-based employees We are an equal-opportunity employer and value diversity Flexible working arrangements 28 days holiday plus bank holidays, plus the days between Christmas and New Year ️ Annual training budget for courses, workshops, or conferences to help you advance your career. £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing Company laptop Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup Our Interview Process: Video screen with someone from our Talent team Video interview with the hiring manager Final interview with our Chief Risk & Compliance Officer About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain and we're not slowing down. Chip serves over 300,000 active customers and looks after over £5billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 180, from all different backgrounds and industries. We're driven and passionate people, but no one takes themselves too seriously. Don't just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022 & 2024 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It's talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.
Greater London Authority (GLA)
Housing Policy Manager
Greater London Authority (GLA)
Housing and Land The Housing and Land directorate is responsible for the Mayor's plans to deliver new and improved homes and strong communities. Working closely with boroughs and partners, we manage the Mayor's housing investment programmes and land and property assets to support the building of affordable homes, job creation and regeneration. About the team This role is in the Housing Strategy and Policy team, which is responsible for developing the Mayor's housing policies. The remit of the Housing Strategy and Policy team covers a broad range of policy areas including new supply, homelessness, rough sleeping, building safety and private rented sector policy. In this post you will be working alongside colleagues to formulate policy to deliver on the Mayor's priorities and to ensure these policies are informed by sound evidence. About the role The position is responsible for a priority Mayoral area, leading on policy to support the supply of new homes, in particular through the Mayor's housing funding programmes. Ideally you will have experience working in this area, but if not, you'll be able to evidence a track record of getting to grips with new policy briefs and stakeholders quickly. You'll be responsible for helping to implement the Mayor's 2024 election manifesto, tackling London's housing crisis through exciting projects and providing expert advice and guidance. The successful candidate will manage a small team of senior policy officers and officers. You will work closely with officers across London boroughs and social housing providers as well as officials at the Ministry for Housing, Communities and Local Government. You'll likely have a track record of navigating complex political organisations and will be ready to use your influencing strategy to achieve outcomes that make a real difference to Londoners. What your day will look like Identifying and managing policy projects to provide insight and solutions to housing challenges. Advising senior managers, Deputy Mayors and the Mayor's Office on emerging housing issues and the actions City Hall should take, and helping City Hall to communicate this to Londoners. Working collaboratively with colleagues across the GLA as well as London boroughs and central government to provide a whole system response to London's housing crisis. Supporting the development of the team's Senior Policy Officers and Policy Officers and deputising for the Head of Housing Strategy when required. Skills, knowledge and experience To be considered for the role you must meet and address the following essential technical requirements in your application: Broad and extensive professional experience, expertise and knowledge of current housing issues and policy, in particular as they affect London, and experience and understanding of policy development. An understanding of the GLA's commitment to equality and diversity and how you would apply it to this role. You must also meet the following behavioural competencies in your application, as explained further in the GLA Competency Framework (linked below): Strategic thinking Decision making Communicating and influencing The GLA Competency Framework Guidelines further detailing each competency and the different level indicators can be found here: GLA Competency Framework How to apply If you would like to apply for the role you will need to submit the following: An up to date CV A covering letter with a maximum of 1,250 words, which outlines how you meet the essential technical requirements and behavioural competencies (outlined above, behavioural competencies explained further in the GLA Competency Framework). We recommend that you structure your cover letter with sub-headings and include specific examples to ensure you present the information required for shortlisting. Please ensure your CV and Personal Statement have a maximum file size of 1.5MB each and upload your Personal Statement to the 'CV and Cover Letters' section' of the form, ensuring you address the technical requirements and competencies in your cover letter. Word or PDF format preferred and do not include any photographs or images. Please ensure your CV and Personal Statement are saved with the job reference number as part of the naming convention (E.g., "CV - applicant name - 012345) Please note, if you do not submit the above, you are unlikely to be considered for the role. We are a Disability Confident Employer so for candidates who wish to be considered under the scheme and meet the essential criteria, they will automatically be invited to interview. Please note, should you require any adjustments through the process, we will accommodate as much as possible. Please contact the recruitment team for further information if required. If you have questions about the role Please contact Kate Webb, the hiring manager, via with any queries about this role or how to apply. If you have any questions about the recruitment process, contact the team who support the GLA with recruitment. As part of GLA's continuing commitment to be an inclusive and equal opportunity employer we will be removing personal identifiable information from CVs and Personal Statements that could cause discrimination. Assessment process Once you have submitted an application, your details will be reviewed by a panel. If shortlisted, you'll be invited to an interview and will also be required to participate in a short assessment. The interview will be competency based and address the technical requirements and competencies outlined above. The interview and assessment dates will be confirmed after applications are reviewed but are expected to take place in mid July 2025 Interviews will be held in person at our GLA office in Southwark (169 Union Street, SE1 0LL). Equality, diversity and inclusion London's diversity is its biggest asset, and we strive to ensure our workforce reflects London's diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability. We particularly encourage applications from Black, Asian and Minority ethnic candidates and disabled candidates who are currently underrepresented in our workforce. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements. We would welcome applications from candidates who are seeking part time work as this role is open to job share. Please note we are a Disability Confident Employer so for candidates who wish to be considered under the scheme and meet the essential criteria, they will automatically be invited to interview. Please note, should you require any adjustments through the process, we will accommodate as much as possible. Please contact the recruitment team for further information if required. Benefits GLA staff are hybrid working up to 3 days a week in our offices and remotely depending on their role. As part of this, you will need to split your time between home working and coming into the office. In addition to a good salary package, you will be paid every four weeks, providing frequent salary payments. We also offer an attractive range of benefits including 30 days' annual leave, interest free season ticket loan, interest free bicycle loan and a career average pension scheme. Additional Information Please note, all candidates will need to confirm that the information provided in this application form is true and correct. Should a candidate deliberately give false information, including the use of AI software, they understand that this would disqualify them from consideration. Successful candidates must undergo a criminal record (DBS) check but some roles may require additional security screening. More Support If you have a disability which makes submitting an online application form difficult, please contact . The GLA is proud to be a Level 2: Disability Confident employer. We are committed to becoming a more inclusive and accessible organisation and creating a truly inclusive and accessible workplace and culture for our disabled staff. We have named Disability Equality as a key corporate priority within our EDI Strategy. We welcome and encourage applications from disabled applicants. Should you wish to opt into the scheme, please let us know during your application.
Jun 13, 2025
Full time
Housing and Land The Housing and Land directorate is responsible for the Mayor's plans to deliver new and improved homes and strong communities. Working closely with boroughs and partners, we manage the Mayor's housing investment programmes and land and property assets to support the building of affordable homes, job creation and regeneration. About the team This role is in the Housing Strategy and Policy team, which is responsible for developing the Mayor's housing policies. The remit of the Housing Strategy and Policy team covers a broad range of policy areas including new supply, homelessness, rough sleeping, building safety and private rented sector policy. In this post you will be working alongside colleagues to formulate policy to deliver on the Mayor's priorities and to ensure these policies are informed by sound evidence. About the role The position is responsible for a priority Mayoral area, leading on policy to support the supply of new homes, in particular through the Mayor's housing funding programmes. Ideally you will have experience working in this area, but if not, you'll be able to evidence a track record of getting to grips with new policy briefs and stakeholders quickly. You'll be responsible for helping to implement the Mayor's 2024 election manifesto, tackling London's housing crisis through exciting projects and providing expert advice and guidance. The successful candidate will manage a small team of senior policy officers and officers. You will work closely with officers across London boroughs and social housing providers as well as officials at the Ministry for Housing, Communities and Local Government. You'll likely have a track record of navigating complex political organisations and will be ready to use your influencing strategy to achieve outcomes that make a real difference to Londoners. What your day will look like Identifying and managing policy projects to provide insight and solutions to housing challenges. Advising senior managers, Deputy Mayors and the Mayor's Office on emerging housing issues and the actions City Hall should take, and helping City Hall to communicate this to Londoners. Working collaboratively with colleagues across the GLA as well as London boroughs and central government to provide a whole system response to London's housing crisis. Supporting the development of the team's Senior Policy Officers and Policy Officers and deputising for the Head of Housing Strategy when required. Skills, knowledge and experience To be considered for the role you must meet and address the following essential technical requirements in your application: Broad and extensive professional experience, expertise and knowledge of current housing issues and policy, in particular as they affect London, and experience and understanding of policy development. An understanding of the GLA's commitment to equality and diversity and how you would apply it to this role. You must also meet the following behavioural competencies in your application, as explained further in the GLA Competency Framework (linked below): Strategic thinking Decision making Communicating and influencing The GLA Competency Framework Guidelines further detailing each competency and the different level indicators can be found here: GLA Competency Framework How to apply If you would like to apply for the role you will need to submit the following: An up to date CV A covering letter with a maximum of 1,250 words, which outlines how you meet the essential technical requirements and behavioural competencies (outlined above, behavioural competencies explained further in the GLA Competency Framework). We recommend that you structure your cover letter with sub-headings and include specific examples to ensure you present the information required for shortlisting. Please ensure your CV and Personal Statement have a maximum file size of 1.5MB each and upload your Personal Statement to the 'CV and Cover Letters' section' of the form, ensuring you address the technical requirements and competencies in your cover letter. Word or PDF format preferred and do not include any photographs or images. Please ensure your CV and Personal Statement are saved with the job reference number as part of the naming convention (E.g., "CV - applicant name - 012345) Please note, if you do not submit the above, you are unlikely to be considered for the role. We are a Disability Confident Employer so for candidates who wish to be considered under the scheme and meet the essential criteria, they will automatically be invited to interview. Please note, should you require any adjustments through the process, we will accommodate as much as possible. Please contact the recruitment team for further information if required. If you have questions about the role Please contact Kate Webb, the hiring manager, via with any queries about this role or how to apply. If you have any questions about the recruitment process, contact the team who support the GLA with recruitment. As part of GLA's continuing commitment to be an inclusive and equal opportunity employer we will be removing personal identifiable information from CVs and Personal Statements that could cause discrimination. Assessment process Once you have submitted an application, your details will be reviewed by a panel. If shortlisted, you'll be invited to an interview and will also be required to participate in a short assessment. The interview will be competency based and address the technical requirements and competencies outlined above. The interview and assessment dates will be confirmed after applications are reviewed but are expected to take place in mid July 2025 Interviews will be held in person at our GLA office in Southwark (169 Union Street, SE1 0LL). Equality, diversity and inclusion London's diversity is its biggest asset, and we strive to ensure our workforce reflects London's diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability. We particularly encourage applications from Black, Asian and Minority ethnic candidates and disabled candidates who are currently underrepresented in our workforce. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements. We would welcome applications from candidates who are seeking part time work as this role is open to job share. Please note we are a Disability Confident Employer so for candidates who wish to be considered under the scheme and meet the essential criteria, they will automatically be invited to interview. Please note, should you require any adjustments through the process, we will accommodate as much as possible. Please contact the recruitment team for further information if required. Benefits GLA staff are hybrid working up to 3 days a week in our offices and remotely depending on their role. As part of this, you will need to split your time between home working and coming into the office. In addition to a good salary package, you will be paid every four weeks, providing frequent salary payments. We also offer an attractive range of benefits including 30 days' annual leave, interest free season ticket loan, interest free bicycle loan and a career average pension scheme. Additional Information Please note, all candidates will need to confirm that the information provided in this application form is true and correct. Should a candidate deliberately give false information, including the use of AI software, they understand that this would disqualify them from consideration. Successful candidates must undergo a criminal record (DBS) check but some roles may require additional security screening. More Support If you have a disability which makes submitting an online application form difficult, please contact . The GLA is proud to be a Level 2: Disability Confident employer. We are committed to becoming a more inclusive and accessible organisation and creating a truly inclusive and accessible workplace and culture for our disabled staff. We have named Disability Equality as a key corporate priority within our EDI Strategy. We welcome and encourage applications from disabled applicants. Should you wish to opt into the scheme, please let us know during your application.
Research Associate, London
Partners Capital
Partners Capital are looking for a Research Associate to join our Private Markets team. The Research Associate will split their time across both the Private Equity and Real Estate, and Credit asset class teams. This role offers a chance to gain broad private markets exposure across and range of sub-asset classes including private equity buyout, venture capital, real assets, private credit and uncorrelated investment strategies. The Research Associate will support the team with sourcing new managers, performing due diligence on new investment ideas, understanding the broader investment environment as it pertains to private market investments, manage and evaluate existing investments, and help act as a liaison between the research team and client portfolio managers. The Research Associate will form a key part of our asset class research team, whose primary goal is to delivery superior risk-adjusted performance over the long-term to our clients. Partners Capital asset class research team also supports the broader growth and development of the firm. Key responsibilities include, but are not limited to: Continue to evolve and articulate the firm's investment strategy Identify and evaluate market niches Help the wider team to articulate ideal manager specifications, proprietary mandate parameters or direct investment approaches for target areas Develop relationships with investment managers, allocators and intermediaries to source investment opportunities. Conduct robust screens to identify the best teams within target strategies Help perform rigorous due diligence of asset managers and other investment opportunities by working alongside other senior members of the asset class team. Key due diligence activities include qualitative and quantitative analysis of a manager's portfolio, performance, strategy and team. The diligence process concludes with a detailed presentation to Partners Capital Investment Committee Own ongoing diligence and monitoring of investment managers and opportunities Work towards playing a key role in advising internal client teams on the overarching strategy within asset classes, manager selection and portfolio construction Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Key Requirements Proven experience working in asset management, preferably in a manager selection of direct investment role A sound working knowledge and active passion for investing High levels of attention to detail and strong due diligence skills A highly analytical approach, with strong verbal, written and presentation-based communication skills Proven experience working in a fast paced, dynamic environment with an entrepreneurial approach and an appetite for taking on new challenges and projects Strong internal and external stakeholder management skills with the ability to liaise with all team members across various levels of seniority An undergraduate degree, or equivalent work experience, in a relevant subject matter is advantageous Having completed the CFA qualification, or the interest in studying towards the CFA, would be preferred but is not essential Remuneration Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible "results-focused" working model. Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.
Jun 13, 2025
Full time
Partners Capital are looking for a Research Associate to join our Private Markets team. The Research Associate will split their time across both the Private Equity and Real Estate, and Credit asset class teams. This role offers a chance to gain broad private markets exposure across and range of sub-asset classes including private equity buyout, venture capital, real assets, private credit and uncorrelated investment strategies. The Research Associate will support the team with sourcing new managers, performing due diligence on new investment ideas, understanding the broader investment environment as it pertains to private market investments, manage and evaluate existing investments, and help act as a liaison between the research team and client portfolio managers. The Research Associate will form a key part of our asset class research team, whose primary goal is to delivery superior risk-adjusted performance over the long-term to our clients. Partners Capital asset class research team also supports the broader growth and development of the firm. Key responsibilities include, but are not limited to: Continue to evolve and articulate the firm's investment strategy Identify and evaluate market niches Help the wider team to articulate ideal manager specifications, proprietary mandate parameters or direct investment approaches for target areas Develop relationships with investment managers, allocators and intermediaries to source investment opportunities. Conduct robust screens to identify the best teams within target strategies Help perform rigorous due diligence of asset managers and other investment opportunities by working alongside other senior members of the asset class team. Key due diligence activities include qualitative and quantitative analysis of a manager's portfolio, performance, strategy and team. The diligence process concludes with a detailed presentation to Partners Capital Investment Committee Own ongoing diligence and monitoring of investment managers and opportunities Work towards playing a key role in advising internal client teams on the overarching strategy within asset classes, manager selection and portfolio construction Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Key Requirements Proven experience working in asset management, preferably in a manager selection of direct investment role A sound working knowledge and active passion for investing High levels of attention to detail and strong due diligence skills A highly analytical approach, with strong verbal, written and presentation-based communication skills Proven experience working in a fast paced, dynamic environment with an entrepreneurial approach and an appetite for taking on new challenges and projects Strong internal and external stakeholder management skills with the ability to liaise with all team members across various levels of seniority An undergraduate degree, or equivalent work experience, in a relevant subject matter is advantageous Having completed the CFA qualification, or the interest in studying towards the CFA, would be preferred but is not essential Remuneration Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible "results-focused" working model. Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.
Financial Crimes Audit, Assistant Vice President
State Street Corporation
Who we are looking for We are looking for a Financial Crimes Audit, Assistant Vice President to lead audit engagements focused on financial crime and fraud risk in the UK. In this role, under the direction of senior audit management, you will oversee individual audit engagements and lead assigned teams through end-to-end audit execution (i.e., planning, assessments, testing and reporting). You will also play a critical role in the ongoing development of audit staff and support various departmental initiatives. This role is based in London, England. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Why this role is important to us The team you will be joining plays an important role in the overall success of the UK operations as well as support Global audits and projects. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability; regulators rely upon us to provide assurance that the bank operates in a manner that is compliant with key banking regulations to properly manage risks to the company and the global financial systems. In your role, you will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As a Financial Crimes Audit, Assistant Vice President you will: Plan, oversee and execute audits according to the Division's risk-based audit methodology, other internal standards and industry practices. Supervise and direct the execution of risk and control assessments, along with the effective and efficient testing of key controls. Review audit workpapers to ensure execution in line with internal standards and that conclusions are properly supported. Draft audit reports that clearly communicate overall conclusion, including: key risks, identified issues and their root cause, and impact on overall business strategy. Work in partnership with business area management to communicate expectations and manage any project issues that may arise during the audit engagement. Escalate potential and identified issues to senior management timely and work with business management to develop and negotiate solutions. Establish and maintain strong and effective client relationships with business management across the lines of defense and assist management in understanding and implementing / maintaining internal control principles. Contribute to change initiatives through active participation in working groups and adoption of practices in day-to-day responsibilities. Coach and mentor audit staff as part of their ongoing development. What we value These skills will help you succeed in this role The ability to manage complexity, effectively prioritize multiple tasks and work independently on non-routine situations and in a face-paced environment. A high degree of professionalism with proven history of providing effective leadership to diverse teams. Knowledge and understanding of financial crime and fraud risk. Excellent analytical, problem resolving, communication (written and verbal), interpersonal, organizational and presentation skills. Demonstrated ability to synthesize understanding of business processes into value added feedback on risk and control environment. Proven ability to research, interpret and apply regulatory requirements. Fluency in English - Written and spoken. Education & Preferred Qualifications 5+ years of experience in in Public Accounting, Internal Audit, Compliance or Financial Crimes functions. UK AML/Sanctions subject matter knowledge required. Bachelor's degree, preferable in finance, accounting or related field. One or more industry recognized certification (i.e., CIA, CAMS, CFE, ICA Diploma in Financial Crime Prevention) preferred and the willingness to continue to learn and grow. Proficient or knowledgeable in evaluating and testing internal controls and in applying a risk-based audit approach. Experience in data analytics and data visualization preferred. We offer: Core Benefits: Pension: Employer Contribution = 9% of Reference Base Salary. Employees can contribute up to 70% of salary into pension, and up to 100% of bonus. Any voluntary contributions will be topped up with an additional 5% by State Street. Employees impacted by the lifetime allowance or annual allowance rules, can receive their pension value via salary instead (less employer NI costs) Private Medical Insurance Long Term Disability Cover 26 days holidays Annual season ticket loan Long Term disability Life Assurance Menopause Support Emergency Back-Up Care Participation in the State Street bonus scheme Non-Core Benefits: A large number of benefits are available to be selected during annual enrolment (each April), or as a new joiner via the My Benefits portal. These benefits include: Critical Illness insurance (self/ partner) Personal Accident insurance (self/ partner) Partner life assurance Gym membership (anytime benefit) Holiday trading Dental insurance Cycle to work scheme (anytime benefit) Travel insurance Discounts & cashback portal (anytime benefit) Car Salary Sacrifice Scheme (anytime benefit) Most benefits are restricted to new joiner and annual enrolment windows, however there are a number of anytime benefits which employees can avail of which are mention above Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Jun 13, 2025
Full time
Who we are looking for We are looking for a Financial Crimes Audit, Assistant Vice President to lead audit engagements focused on financial crime and fraud risk in the UK. In this role, under the direction of senior audit management, you will oversee individual audit engagements and lead assigned teams through end-to-end audit execution (i.e., planning, assessments, testing and reporting). You will also play a critical role in the ongoing development of audit staff and support various departmental initiatives. This role is based in London, England. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Why this role is important to us The team you will be joining plays an important role in the overall success of the UK operations as well as support Global audits and projects. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability; regulators rely upon us to provide assurance that the bank operates in a manner that is compliant with key banking regulations to properly manage risks to the company and the global financial systems. In your role, you will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As a Financial Crimes Audit, Assistant Vice President you will: Plan, oversee and execute audits according to the Division's risk-based audit methodology, other internal standards and industry practices. Supervise and direct the execution of risk and control assessments, along with the effective and efficient testing of key controls. Review audit workpapers to ensure execution in line with internal standards and that conclusions are properly supported. Draft audit reports that clearly communicate overall conclusion, including: key risks, identified issues and their root cause, and impact on overall business strategy. Work in partnership with business area management to communicate expectations and manage any project issues that may arise during the audit engagement. Escalate potential and identified issues to senior management timely and work with business management to develop and negotiate solutions. Establish and maintain strong and effective client relationships with business management across the lines of defense and assist management in understanding and implementing / maintaining internal control principles. Contribute to change initiatives through active participation in working groups and adoption of practices in day-to-day responsibilities. Coach and mentor audit staff as part of their ongoing development. What we value These skills will help you succeed in this role The ability to manage complexity, effectively prioritize multiple tasks and work independently on non-routine situations and in a face-paced environment. A high degree of professionalism with proven history of providing effective leadership to diverse teams. Knowledge and understanding of financial crime and fraud risk. Excellent analytical, problem resolving, communication (written and verbal), interpersonal, organizational and presentation skills. Demonstrated ability to synthesize understanding of business processes into value added feedback on risk and control environment. Proven ability to research, interpret and apply regulatory requirements. Fluency in English - Written and spoken. Education & Preferred Qualifications 5+ years of experience in in Public Accounting, Internal Audit, Compliance or Financial Crimes functions. UK AML/Sanctions subject matter knowledge required. Bachelor's degree, preferable in finance, accounting or related field. One or more industry recognized certification (i.e., CIA, CAMS, CFE, ICA Diploma in Financial Crime Prevention) preferred and the willingness to continue to learn and grow. Proficient or knowledgeable in evaluating and testing internal controls and in applying a risk-based audit approach. Experience in data analytics and data visualization preferred. We offer: Core Benefits: Pension: Employer Contribution = 9% of Reference Base Salary. Employees can contribute up to 70% of salary into pension, and up to 100% of bonus. Any voluntary contributions will be topped up with an additional 5% by State Street. Employees impacted by the lifetime allowance or annual allowance rules, can receive their pension value via salary instead (less employer NI costs) Private Medical Insurance Long Term Disability Cover 26 days holidays Annual season ticket loan Long Term disability Life Assurance Menopause Support Emergency Back-Up Care Participation in the State Street bonus scheme Non-Core Benefits: A large number of benefits are available to be selected during annual enrolment (each April), or as a new joiner via the My Benefits portal. These benefits include: Critical Illness insurance (self/ partner) Personal Accident insurance (self/ partner) Partner life assurance Gym membership (anytime benefit) Holiday trading Dental insurance Cycle to work scheme (anytime benefit) Travel insurance Discounts & cashback portal (anytime benefit) Car Salary Sacrifice Scheme (anytime benefit) Most benefits are restricted to new joiner and annual enrolment windows, however there are a number of anytime benefits which employees can avail of which are mention above Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Senior Marketing Manager, Investment Trust Marketing
Threadneedle group
You will be responsible for leading the development and execution of strategic, integrated, compelling and competitive marketing communications plans for the Investment Trust businesses managed by Columbia Threadneedle Investments. The role has a focus on the UK Direct to Consumer channel. In delivering for growth objectives for the Investment Trusts, the role must ensure clear alignment to the broader marketing strategy and corporate messaging, as well as contributing directly to the business objectives for this channel. Delegated Authority: Support development and effectively execute the marketing strategy for the investment trust client companies and leveraging the UK Direct to Consumer channel Achievement of marketing targets in line with agreed KPIs for the relevant business area, and Columbia Threadneedle Investments risk appetite Support the Head of Marketing in the management and effective influencing of key relationships with the Investment Trust Boards of Directors Development of marketing strategies to ensure all opportunities are maximised, managing our existing clients and establishing relationships externally, across the industry and in the distribution chain to maximise effectiveness Effectively execute all marketing activities within agreed budget How you'll spend your time Support Head of Channel Marketing (UK Direct) in successfully manging relationships with c.8 Investment Trust boards, including attendance at Boards, as required Work is close collaboration with the Head of Channel Marketing (UK Direct) to shape Investment Trust marketing strategies as well as independently work to follow through on commitments, implementation plans and establishing reporting frameworks Own and drive activation of Investment Trust marketing strategies and plans, tracking against KPIs and optimisation of activity to enable successful delivery externally as well as in line with Columbia Threadneedle risk appetite and policies Establish D2C platform provider relationships as a key distribution channel for Investment Trusts, leveraging both paid media and content pipeline opportunities Close planning partner with Columbia Threadneedle Distribution/Sales, Intermediary Marketing, Creative services and PR to maximise planning potential and driving outcomes for Investment Trusts Regular calibration of content strategies for Investment Trusts, working in partnership with the Senior Marketing Manager (UK Direct) to ensure briefs draw on strategic plans and Search Engine Optimisation (SEO) insights Develop individual Investment Trust social media strategies and plans, in line with their respective Board strategies Support activation of bespoke PR mandates for Investment Trusts, fully leveraging initiatives for amplification and supporting Head of External Comms and Head of Channel Marketing (UK Direct) to demonstrate effectiveness back to the respective Investment Trust boards Proactively assess emerging and evolving direct to consumer marketing needs, ensuring the Investment Trust marketing is on or ahead of relevant marketing trends, as well as overall positioning with key target audiences, that can be leveraged to the benefit of shareholding growth Ensure plans are aligned to our broader data driven, digital-first marketing approach, focused on deepening engagement with our various target audiences, as well as clearly supporting the commercial objectives of the business, and our investment trust clients Key role in leadership, management and development of a high performing Direct to Consumer Channel Marketing team, consistently leading by example and in line with company values and policies with immediate team as well as broader marketing team, and stakeholders - driving positive engagement throughout Collaborate with relevant distribution and investment leaders to understand overall business, product, and distribution strategy, aligning these with the broader marketing objectives, and effectively managing stakeholders on an ongoing basis Constructively challenge the norm to deliver significant step changes in client experience and commercial results Serve as an expert and advocate for appropriate use of our brand and direct to consumer marketing activities in accordance with broader corporate messaging and positioning, and brand and style guidelines To be successful in this role you will have Demonstrable experience and strong understanding of direct-to-consumer channel and routes to market - able to gain immediate credibility and hit the ground running Unapologetically client focussed, yet commercially driven with strong understanding of financial drivers / business requirements, and strong budget management skills Ability to build strong, trusted relationships with key directors within Investment Trust Board members, influencing and negotiating at a senior level A reputation as a sophisticated marketing expert as demonstrated through past results Demonstrable experience developing marketing strategies within Financial Services and for Direct to Consumer businesses, from developing the plan, execution of activity and measurement and working within a highly regulated industry Sound knowledge of marketing including experience of the full media mix, promotions and communications relevant to end retail investors Experienced campaign manager with proven project management skill, from writing a strategically aligned brief, leading agency briefing through to execution, delivery, reporting and post-campaign analysis Proactive, accountable and prepared to take ownership Ability to lead and influence a matrix team to drive results Experience of managing external 3rd party relationships and suppliers Strong people management skills "Student of the game"; stays up to date on Marketing and industry trends Naturally creative, idea generating and prepared to challenge the norm Good knowledge of the investment management industry preferred Digital Marketing expertise, including paid media, SEO and Social Media Proficient copywriting skills to support enhancement of content developed internally and by agency partners Strong presentation skills, with senior stakeholders Strong written and verbal skills Strong change management skills High level of negotiation and influencing skills Experience with Workfront (or similar campaign management tool) would be beneficial It would be great if you also had Marketing qualification with significant experience in a client focussed and commercially led marketing role, ideally with an understanding and / or interest in financial products About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Marketing/Product Management
Jun 12, 2025
Full time
You will be responsible for leading the development and execution of strategic, integrated, compelling and competitive marketing communications plans for the Investment Trust businesses managed by Columbia Threadneedle Investments. The role has a focus on the UK Direct to Consumer channel. In delivering for growth objectives for the Investment Trusts, the role must ensure clear alignment to the broader marketing strategy and corporate messaging, as well as contributing directly to the business objectives for this channel. Delegated Authority: Support development and effectively execute the marketing strategy for the investment trust client companies and leveraging the UK Direct to Consumer channel Achievement of marketing targets in line with agreed KPIs for the relevant business area, and Columbia Threadneedle Investments risk appetite Support the Head of Marketing in the management and effective influencing of key relationships with the Investment Trust Boards of Directors Development of marketing strategies to ensure all opportunities are maximised, managing our existing clients and establishing relationships externally, across the industry and in the distribution chain to maximise effectiveness Effectively execute all marketing activities within agreed budget How you'll spend your time Support Head of Channel Marketing (UK Direct) in successfully manging relationships with c.8 Investment Trust boards, including attendance at Boards, as required Work is close collaboration with the Head of Channel Marketing (UK Direct) to shape Investment Trust marketing strategies as well as independently work to follow through on commitments, implementation plans and establishing reporting frameworks Own and drive activation of Investment Trust marketing strategies and plans, tracking against KPIs and optimisation of activity to enable successful delivery externally as well as in line with Columbia Threadneedle risk appetite and policies Establish D2C platform provider relationships as a key distribution channel for Investment Trusts, leveraging both paid media and content pipeline opportunities Close planning partner with Columbia Threadneedle Distribution/Sales, Intermediary Marketing, Creative services and PR to maximise planning potential and driving outcomes for Investment Trusts Regular calibration of content strategies for Investment Trusts, working in partnership with the Senior Marketing Manager (UK Direct) to ensure briefs draw on strategic plans and Search Engine Optimisation (SEO) insights Develop individual Investment Trust social media strategies and plans, in line with their respective Board strategies Support activation of bespoke PR mandates for Investment Trusts, fully leveraging initiatives for amplification and supporting Head of External Comms and Head of Channel Marketing (UK Direct) to demonstrate effectiveness back to the respective Investment Trust boards Proactively assess emerging and evolving direct to consumer marketing needs, ensuring the Investment Trust marketing is on or ahead of relevant marketing trends, as well as overall positioning with key target audiences, that can be leveraged to the benefit of shareholding growth Ensure plans are aligned to our broader data driven, digital-first marketing approach, focused on deepening engagement with our various target audiences, as well as clearly supporting the commercial objectives of the business, and our investment trust clients Key role in leadership, management and development of a high performing Direct to Consumer Channel Marketing team, consistently leading by example and in line with company values and policies with immediate team as well as broader marketing team, and stakeholders - driving positive engagement throughout Collaborate with relevant distribution and investment leaders to understand overall business, product, and distribution strategy, aligning these with the broader marketing objectives, and effectively managing stakeholders on an ongoing basis Constructively challenge the norm to deliver significant step changes in client experience and commercial results Serve as an expert and advocate for appropriate use of our brand and direct to consumer marketing activities in accordance with broader corporate messaging and positioning, and brand and style guidelines To be successful in this role you will have Demonstrable experience and strong understanding of direct-to-consumer channel and routes to market - able to gain immediate credibility and hit the ground running Unapologetically client focussed, yet commercially driven with strong understanding of financial drivers / business requirements, and strong budget management skills Ability to build strong, trusted relationships with key directors within Investment Trust Board members, influencing and negotiating at a senior level A reputation as a sophisticated marketing expert as demonstrated through past results Demonstrable experience developing marketing strategies within Financial Services and for Direct to Consumer businesses, from developing the plan, execution of activity and measurement and working within a highly regulated industry Sound knowledge of marketing including experience of the full media mix, promotions and communications relevant to end retail investors Experienced campaign manager with proven project management skill, from writing a strategically aligned brief, leading agency briefing through to execution, delivery, reporting and post-campaign analysis Proactive, accountable and prepared to take ownership Ability to lead and influence a matrix team to drive results Experience of managing external 3rd party relationships and suppliers Strong people management skills "Student of the game"; stays up to date on Marketing and industry trends Naturally creative, idea generating and prepared to challenge the norm Good knowledge of the investment management industry preferred Digital Marketing expertise, including paid media, SEO and Social Media Proficient copywriting skills to support enhancement of content developed internally and by agency partners Strong presentation skills, with senior stakeholders Strong written and verbal skills Strong change management skills High level of negotiation and influencing skills Experience with Workfront (or similar campaign management tool) would be beneficial It would be great if you also had Marketing qualification with significant experience in a client focussed and commercially led marketing role, ideally with an understanding and / or interest in financial products About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Marketing/Product Management
Greater London Authority (GLA)
Executive Assistant
Greater London Authority (GLA)
Corporate Resources and Business Improvement The Resources and Business Improvement directorate is led by Dianne Tranmer. It is responsible for: People Function, Facilities Management, Digital Experience Unit and Technology Group, Information Governance, Executive Support Team and leadership of all our shared services across the GLA Group. About the role An exciting opportunity has arisen for an experienced Executive Assistant to join the Executive Support Team. In this key role, you'll provide direct, high-level support to two of the most senior leaders in the organisation. You'll be at the centre of the activity, managing complex schedules, handling communications, and acting as a key liaison between senior Principals and a wide range of internal and external stakeholders. This is more than just an administrative role, it's a chance to gain unique insight into the GLA's strategic priorities and ambitions, and to contribute meaningfully to the work that shapes London's future. To succeed in the role, you will need: Proven experience in diary and inbox management at a senior level Exceptional communication and interpersonal skills A calm, confident approach to managing competing priorities. Discretion and professionalism in handling confidential and sensitive information A collaborative mindset and a willingness to contribute to the wider success of the Executive Support Team If you thrive in a fast-paced, dynamic environment and are passionate about supporting leadership that drives positive change, we'd love to hear from you. What your day will look like Every day brings variety, so the Executive Assistant will be responsible for ensuring the smooth and effective functioning of their Principals activities. Deliver excellent executive support to two senior Principals managing complex diaries, coordinating meetings, and ensuring they're fully briefed and prepared for all daily activities. Work independently and confidently, using sound judgment to manage competing priorities, resolve issues, and keep things running smoothly. Be a connector by maintaining excellent professional relationships with a wide network of senior leaders, stakeholders, and teams across the organisation. Keep abreast of key priorities and relevant development for the business areas supported, as well as those of the wider organisation, to enable knowledgeable and targeted support to the Principals, Ensure transparency and compliance is maintained by helping to manage governance processes such as Gifts & Hospitality and Register of Interests. Manage the documentation clearance process for Principals including absence authorisations and other key approvals. Efficiently manage and maintain Principals' inboxes, coordinate meeting invitations, organise correspondence, and ensure timely filing and decluttering to support clear and effective communication. Be a team player actively contributing to a positive, high-performing Executive Support Team by bringing professionalism, initiative, and collaboration to everything you do. Skills, knowledge and experience To be considered for the role you must meet the following essential criteria: Building and managing relationships is developing rapport and working effectively with a diverse range of people, sharing knowledge and skills to deliver shared goals. Level 2 indicators of effective performance Develops new professional relationships Identifies opportunities for joint working to minimise duplication and deliver shared goals Understands the needs of others, the constraints they face and the levers to their engagement Understands differences, anticipates areas of conflict and takes action Fosters an environment where others feel respected Communicating and Influencing .is presenting information and arguments clearly and convincingly so that others see us as credible and articulate, and engage with us. Level 2 indicators of effective performance Communicates openly and inclusively with internal and external stakeholders Clearly articulates the key points of an argument, both in verbal and written communication Persuades others, using evidence based knowledge, modifying approach to deliver message effectively Challenges the views of others in an open and constructive way Presents a credible and positive image both internally and externally Planning and Organising is thinking ahead, managing time, priorities and risk, and developing structured and efficient approaches to deliver work on time and to a high standard. Level 2 indicators of effective performance Prioritises work in line with key team or project deliverables Makes contingency plans to account for changing work priorities, deadlines and milestones Identifies and consults with sponsors or stakeholders in planning work Pays close attention to detail, ensuring team's work is delivered to a high standard Negotiates realistic timescales for work delivery, ensuring team deliverables can be met Problem Solving is analysing and interpreting situations from a variety of viewpoints and finding creative, workable and timely solutions. Level 2 indicators of effective performance Processes and distils a variety of information to understand a problem fully Proposes options for solutions to presented problems Builds on the ideas of others to encourage creative problem solving Thinks laterally about own work, considering different ways to approach problems Seeks the opinions and experiences of others to understand different approaches to problem solving Responding to Pressure and Change is being flexible and adapting positively, to sustain performance when the situation changes, workload increases, tensions rise or priorities shift Level 2 indicators of effective performance Maintains a focus on key priorities and deliverables, staying resilient in the face of pressure Anticipates and adapts flexibly to changing requirements Uses challenges as an opportunity to learn and improve Participates fully and encourages others to engage in change initiatives Manages team's well-being, supporting them to cope with pressure and change Organisational Awareness is understanding and being sensitive to organisational dynamics, culture and politics across and beyond the GLA and shaping our approach accordingly. Level 2 indicators of effective performance Challenges unethical behaviour Uses understanding of the GLA's complex partnership arrangements to deliver effectively Recognises how political changes and sensitivities impact on own and team's work Is aware of the changing needs of Londoners, anticipating resulting changes for work agendas Follows the GLA's position in the media and understands how it impacts on work The GLA Competency Framework Guidelines further detailing each competency and the different level indicators can be found here: GLA Competency Framework How to apply If you would like to apply for the role you will need to submit the following: Up to date CV Personal statement with a maximum of 1500 words. Please ensure you address how you demonstrate the essential criteria outlined above in the advert. Please ensure your CV and Personal Statement have a maximum file size of 1.5MB each and upload your Personal Statement to the 'CV and Cover Letters' section' of the form, ensuring you address the technical requirements and competencies in your Personal Statement. Word or PDF format preferred and do not include any photographs or images. Please ensure your CV and Personal Statement are saved with the job reference number as part of the naming convention (E.g., "CV - applicant name - 012345) As part of GLA's continuing commitment to be an inclusive and equal opportunity employer we will be removing personal identifiable information from CVs and Personal Statements that could cause discrimination. If you have questions about the role If you wish to talk to someone about the role, the hiring manager Judella Fereira would be happy to speak to you. If you have any questions about the recruitment process, contact the who support the GLA with recruitment. Assessment process Once you have submitted an application, your details will be reviewed by a panel. If shortlisted, you'll be invited to an interview/assessment. The interview/assessment date is: w/c 17 July 2025 (may be subject to change) Equality, diversity and inclusion London's diversity is its biggest asset, and we strive to ensure our workforce reflects London's diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability. We particularly encourage applications from Black, Asian and Minority ethnic candidates and disabled candidates who are currently underrepresented in our workforce. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements . click apply for full job details
Jun 12, 2025
Full time
Corporate Resources and Business Improvement The Resources and Business Improvement directorate is led by Dianne Tranmer. It is responsible for: People Function, Facilities Management, Digital Experience Unit and Technology Group, Information Governance, Executive Support Team and leadership of all our shared services across the GLA Group. About the role An exciting opportunity has arisen for an experienced Executive Assistant to join the Executive Support Team. In this key role, you'll provide direct, high-level support to two of the most senior leaders in the organisation. You'll be at the centre of the activity, managing complex schedules, handling communications, and acting as a key liaison between senior Principals and a wide range of internal and external stakeholders. This is more than just an administrative role, it's a chance to gain unique insight into the GLA's strategic priorities and ambitions, and to contribute meaningfully to the work that shapes London's future. To succeed in the role, you will need: Proven experience in diary and inbox management at a senior level Exceptional communication and interpersonal skills A calm, confident approach to managing competing priorities. Discretion and professionalism in handling confidential and sensitive information A collaborative mindset and a willingness to contribute to the wider success of the Executive Support Team If you thrive in a fast-paced, dynamic environment and are passionate about supporting leadership that drives positive change, we'd love to hear from you. What your day will look like Every day brings variety, so the Executive Assistant will be responsible for ensuring the smooth and effective functioning of their Principals activities. Deliver excellent executive support to two senior Principals managing complex diaries, coordinating meetings, and ensuring they're fully briefed and prepared for all daily activities. Work independently and confidently, using sound judgment to manage competing priorities, resolve issues, and keep things running smoothly. Be a connector by maintaining excellent professional relationships with a wide network of senior leaders, stakeholders, and teams across the organisation. Keep abreast of key priorities and relevant development for the business areas supported, as well as those of the wider organisation, to enable knowledgeable and targeted support to the Principals, Ensure transparency and compliance is maintained by helping to manage governance processes such as Gifts & Hospitality and Register of Interests. Manage the documentation clearance process for Principals including absence authorisations and other key approvals. Efficiently manage and maintain Principals' inboxes, coordinate meeting invitations, organise correspondence, and ensure timely filing and decluttering to support clear and effective communication. Be a team player actively contributing to a positive, high-performing Executive Support Team by bringing professionalism, initiative, and collaboration to everything you do. Skills, knowledge and experience To be considered for the role you must meet the following essential criteria: Building and managing relationships is developing rapport and working effectively with a diverse range of people, sharing knowledge and skills to deliver shared goals. Level 2 indicators of effective performance Develops new professional relationships Identifies opportunities for joint working to minimise duplication and deliver shared goals Understands the needs of others, the constraints they face and the levers to their engagement Understands differences, anticipates areas of conflict and takes action Fosters an environment where others feel respected Communicating and Influencing .is presenting information and arguments clearly and convincingly so that others see us as credible and articulate, and engage with us. Level 2 indicators of effective performance Communicates openly and inclusively with internal and external stakeholders Clearly articulates the key points of an argument, both in verbal and written communication Persuades others, using evidence based knowledge, modifying approach to deliver message effectively Challenges the views of others in an open and constructive way Presents a credible and positive image both internally and externally Planning and Organising is thinking ahead, managing time, priorities and risk, and developing structured and efficient approaches to deliver work on time and to a high standard. Level 2 indicators of effective performance Prioritises work in line with key team or project deliverables Makes contingency plans to account for changing work priorities, deadlines and milestones Identifies and consults with sponsors or stakeholders in planning work Pays close attention to detail, ensuring team's work is delivered to a high standard Negotiates realistic timescales for work delivery, ensuring team deliverables can be met Problem Solving is analysing and interpreting situations from a variety of viewpoints and finding creative, workable and timely solutions. Level 2 indicators of effective performance Processes and distils a variety of information to understand a problem fully Proposes options for solutions to presented problems Builds on the ideas of others to encourage creative problem solving Thinks laterally about own work, considering different ways to approach problems Seeks the opinions and experiences of others to understand different approaches to problem solving Responding to Pressure and Change is being flexible and adapting positively, to sustain performance when the situation changes, workload increases, tensions rise or priorities shift Level 2 indicators of effective performance Maintains a focus on key priorities and deliverables, staying resilient in the face of pressure Anticipates and adapts flexibly to changing requirements Uses challenges as an opportunity to learn and improve Participates fully and encourages others to engage in change initiatives Manages team's well-being, supporting them to cope with pressure and change Organisational Awareness is understanding and being sensitive to organisational dynamics, culture and politics across and beyond the GLA and shaping our approach accordingly. Level 2 indicators of effective performance Challenges unethical behaviour Uses understanding of the GLA's complex partnership arrangements to deliver effectively Recognises how political changes and sensitivities impact on own and team's work Is aware of the changing needs of Londoners, anticipating resulting changes for work agendas Follows the GLA's position in the media and understands how it impacts on work The GLA Competency Framework Guidelines further detailing each competency and the different level indicators can be found here: GLA Competency Framework How to apply If you would like to apply for the role you will need to submit the following: Up to date CV Personal statement with a maximum of 1500 words. Please ensure you address how you demonstrate the essential criteria outlined above in the advert. Please ensure your CV and Personal Statement have a maximum file size of 1.5MB each and upload your Personal Statement to the 'CV and Cover Letters' section' of the form, ensuring you address the technical requirements and competencies in your Personal Statement. Word or PDF format preferred and do not include any photographs or images. Please ensure your CV and Personal Statement are saved with the job reference number as part of the naming convention (E.g., "CV - applicant name - 012345) As part of GLA's continuing commitment to be an inclusive and equal opportunity employer we will be removing personal identifiable information from CVs and Personal Statements that could cause discrimination. If you have questions about the role If you wish to talk to someone about the role, the hiring manager Judella Fereira would be happy to speak to you. If you have any questions about the recruitment process, contact the who support the GLA with recruitment. Assessment process Once you have submitted an application, your details will be reviewed by a panel. If shortlisted, you'll be invited to an interview/assessment. The interview/assessment date is: w/c 17 July 2025 (may be subject to change) Equality, diversity and inclusion London's diversity is its biggest asset, and we strive to ensure our workforce reflects London's diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability. We particularly encourage applications from Black, Asian and Minority ethnic candidates and disabled candidates who are currently underrepresented in our workforce. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements . click apply for full job details
Capital Markets Executive / Assistant Manager (Real Estate)
Knight Frank Group
Capital Markets Executive / Assistant Manager (Real Estate) page is loaded Capital Markets Executive / Assistant Manager (Real Estate) Apply remote type Dynamic Working locations Kuala Lumpur time type Full time posted on Posted 5 Days Ago time left to apply End Date: July 31, 2025 (30+ days left to apply) job requisition id JR100057 Who are we At Knight Frank, we work responsibly in partnership to enhance people's lives and environments. Founded in 1896 and headquartered in London, UK, Knight Frank is one of the world's leading independent real estate consultancies. After 128 years we are now located in over 50 Territories, 740+ Offices, 27,000+ People, with 1 Global Network. At the heart of all we do are our Clients. A relationship built on trust is vital. As trusted partners in property, we act with integrity and care, understanding our clients' unique needs and consistently thinking about the bigger picture to provide personalised, clear and considered advice across all areas of property. Through our deep understanding of key markets and sectors - both emerging and established - we are dedicated to meeting and exceeding their property goals. A true partnership is a balanced one, and our People are passionate about, and committed to, making our business inclusive and diverse. We give every individual the space and opportunity to perform at their best and be recognised for the immense value they bring. We empower everyone to have autonomy in their role and encourage them to use their voice in how we can make a positive impact as a firm and shape the future of real estate, the built environment and the impact on the communities we serve. Our collaborative and engaged teams provide excellent and dedicated client service. In our workplace, opinions are respected, everyone is invited to contribute to the success of our business and innovation, and new ideas are celebrated. In 2021 we celebrated our 125th anniversary and set out Our Desired Future, cemented in three pillars: People Potential, Client Centricity and always Creating our Future, together. Learn more about what sets us apart here . About The Role Location: Menara Southpoint, Mid Valley Kuala Lumpur About the Role We are looking for a dynamic and results-oriented Capital Markets professional to join our Capital Markets investments team. The role will support business development, deal sourcing, and execution of investment transactions across commercial real estate asset classes, education and healthcare. This is a fantastic opportunity to be part of a fast-paced, high-performing team that works closely with institutional clients, property developers, REITs, corporate and high net worth investors. Key Responsibilities Support senior team members in managing and executing real estate investment transactions across various asset classes. Assist in sourcing new investment opportunities through market intelligence, client relationships, and agency network. Conduct financial and market analysis including feasibility studies, DCF modelling, IRR calculations, and scenario analysis. Prepare investment memos, marketing materials (teasers, pitch decks, information memorandums), and proposals for clients. Liaise with clients, investors, property owners, consultants, legal, and internal departments throughout the deal cycle. Coordinate and support due diligence activities including legal, technical, and valuation assessments. Stay abreast of market trends, emerging investment opportunities, and key movements in the real estate capital markets. Assist in organising investor presentations, client meetings, and site visits. Maintain accurate records of ongoing transactions, leads, and prospects in CRM systems. Requirements Degree in Real Estate, Finance, Business, Economics, or a related field. Minimum 1-5 years of relevant experience in capital markets, investments, corporate finance, real estate consultancy or banking. Fresh grads with strong internship experience may be considered for Executive level. Strong analytical, financial modelling and presentation skills. Excellent communication and interpersonal skills; Commercially aware, resourceful and highly motivated individual who enjoys working in a team-oriented environment. Proficiency in Microsoft Excel, PowerPoint, and Word; knowledge of Argus or similar tools is an advantage. Competitive salary Please note: this is a Direct Search led by Knight Frank. Applications from recruitment agencies will not be accepted nor will fees be paid for unsolicited CVs, even if provided by PSL agencies. About Us Your trusted partners in property. We work responsibly in partnership to enhance people's lives and environments. Founded in 1896 and headquartered in London, UK, Knight Frank is one of the world's leading independent real estate consultancies.
Jun 12, 2025
Full time
Capital Markets Executive / Assistant Manager (Real Estate) page is loaded Capital Markets Executive / Assistant Manager (Real Estate) Apply remote type Dynamic Working locations Kuala Lumpur time type Full time posted on Posted 5 Days Ago time left to apply End Date: July 31, 2025 (30+ days left to apply) job requisition id JR100057 Who are we At Knight Frank, we work responsibly in partnership to enhance people's lives and environments. Founded in 1896 and headquartered in London, UK, Knight Frank is one of the world's leading independent real estate consultancies. After 128 years we are now located in over 50 Territories, 740+ Offices, 27,000+ People, with 1 Global Network. At the heart of all we do are our Clients. A relationship built on trust is vital. As trusted partners in property, we act with integrity and care, understanding our clients' unique needs and consistently thinking about the bigger picture to provide personalised, clear and considered advice across all areas of property. Through our deep understanding of key markets and sectors - both emerging and established - we are dedicated to meeting and exceeding their property goals. A true partnership is a balanced one, and our People are passionate about, and committed to, making our business inclusive and diverse. We give every individual the space and opportunity to perform at their best and be recognised for the immense value they bring. We empower everyone to have autonomy in their role and encourage them to use their voice in how we can make a positive impact as a firm and shape the future of real estate, the built environment and the impact on the communities we serve. Our collaborative and engaged teams provide excellent and dedicated client service. In our workplace, opinions are respected, everyone is invited to contribute to the success of our business and innovation, and new ideas are celebrated. In 2021 we celebrated our 125th anniversary and set out Our Desired Future, cemented in three pillars: People Potential, Client Centricity and always Creating our Future, together. Learn more about what sets us apart here . About The Role Location: Menara Southpoint, Mid Valley Kuala Lumpur About the Role We are looking for a dynamic and results-oriented Capital Markets professional to join our Capital Markets investments team. The role will support business development, deal sourcing, and execution of investment transactions across commercial real estate asset classes, education and healthcare. This is a fantastic opportunity to be part of a fast-paced, high-performing team that works closely with institutional clients, property developers, REITs, corporate and high net worth investors. Key Responsibilities Support senior team members in managing and executing real estate investment transactions across various asset classes. Assist in sourcing new investment opportunities through market intelligence, client relationships, and agency network. Conduct financial and market analysis including feasibility studies, DCF modelling, IRR calculations, and scenario analysis. Prepare investment memos, marketing materials (teasers, pitch decks, information memorandums), and proposals for clients. Liaise with clients, investors, property owners, consultants, legal, and internal departments throughout the deal cycle. Coordinate and support due diligence activities including legal, technical, and valuation assessments. Stay abreast of market trends, emerging investment opportunities, and key movements in the real estate capital markets. Assist in organising investor presentations, client meetings, and site visits. Maintain accurate records of ongoing transactions, leads, and prospects in CRM systems. Requirements Degree in Real Estate, Finance, Business, Economics, or a related field. Minimum 1-5 years of relevant experience in capital markets, investments, corporate finance, real estate consultancy or banking. Fresh grads with strong internship experience may be considered for Executive level. Strong analytical, financial modelling and presentation skills. Excellent communication and interpersonal skills; Commercially aware, resourceful and highly motivated individual who enjoys working in a team-oriented environment. Proficiency in Microsoft Excel, PowerPoint, and Word; knowledge of Argus or similar tools is an advantage. Competitive salary Please note: this is a Direct Search led by Knight Frank. Applications from recruitment agencies will not be accepted nor will fees be paid for unsolicited CVs, even if provided by PSL agencies. About Us Your trusted partners in property. We work responsibly in partnership to enhance people's lives and environments. Founded in 1896 and headquartered in London, UK, Knight Frank is one of the world's leading independent real estate consultancies.
Assistant Facilities Manager - East
Wearemapp
Assistant Facilities Manager - East Department: Facilities Management Employment Type: Full Time Location: Home Worker (London) Compensation: £32,000 - £47,500 / year Description MAPP is the UK's leading specialist in commercial property and asset management, with over £30bn+ of property under management for a variety of UK and overseas Fund Managers, REITs and other property owners. MAPP believes that property management can be a force for good. That's why we make buildings work, not just for profit, but for people and the planet too. MAPP has created V1.0, V2.0, V3.0 and V4.0 framework of Property Management, to help clients and occupiers navigate the new landscape, and to ensure we deliver a fully integrated and holistic approach. Most job descriptions read like a recipe without a clear picture of what the final product looks like. We want to give you a picture of who we are and the role we are looking to fill. If this position excites you, and you think you could make a difference at MAPP, do apply, even if you don't satisfy every single criterion. We want to work with people who are awesome in an organisation that makes a difference, do a job that adds value and be rewarded for all our effort in a great place to work. At MAPP, we want to make the real estate industry a career path where everyone feels both welcome and wanted. We're proud of our progress so far, but we're constantly reevaluating how we can make sure the best people, regardless of gender, ethnicity, sexuality, nationality, background or neurodiversity, can see themselves excelling at MAPP. Our MAPP values underpin everything we do. We were the first national real estate consultancy in the UK to become a B Corp. We want you to learn and grow, to challenge yourself and be the best you can be. As an organisation, we are growing, and have done so for the last five years. We promote about 10% of our office-based roles in a year. We have fun together with events and opportunities to connect, grow and learn with charity days and fundraising events for our communities, as well as study days that broaden our professional horizons. This role gives you the opportunity to be a part of our effort to do something a little bit special in property management, and we would love for you to apply. We are always on the lookout for great character - that is what makes us MAPP people. If that is you, we would love to meet you! Title, Team and Role Summary Title : Assistant Facilities Manager Team : Facilities Manager Who Does This Role Report Into? Senior Facilities Manager Role Summary / Purpose and Scope This role provides support to management of buildings along with the FM team by taking responsibility for completing basic Facilities Management tasks. The Assistant Facilities Manager will be responsible for ensuring that the highest standards of management, maintenance and service are maintained. This role is based EAST London Skills, Knowledge and Values Skills (People & Technical) Support the completion of planned works, commission Long Term Asset Replacement Plans, permit to work systems, monitor PPMs to ensure buildings are managed proactively, responsibly and that the service charge budgets and property plans are fully aligned ensuring compliance with CDM Regulations and appropriate communication with client and occupiers in partnership with the relevant teams Monitoring statutory and internal compliance, instructing audits, assessments and specialist advice, aligning with service partners for control documents, log books and online management systems which form MAPP's control environment including meeting MAPP policies and procedures, RICS and ISO standards and any statutory and insurance timelines and escalation requirements Manage contractor and supplier performance including service delivery and financial, ensuring best value and efficiencies using the relevant tools and reporting as required as well support the Procurement team with tender programmes and contractor performance reviews Ensure emergency preparedness and site security plans are in place and scenario testing and appropriately support any emergency response requirements including out of hours including undertaking unplanned incident management exercises and report accordingly Engage with occupiers including implementation of Customer Experience frameworks for the buildings to improve occupier satisfaction and retention, occupier forums and meetings and placemaking and V2 initiatives Prepare service charge budgets, including explanatory guides and analyse and monitor year end and monthly service charge expenditure, including monitoring outgoing costs and budgetary control in accordance with RICS guidance and investigate, report or address any outstanding positions and backlogs Manage all allocated sites including regularly inspecting and recording your properties, appropriately monitor, report on, support and feedback to site teams and sample auditing your teams for condition, standards, and occupier compliance with covenants Develop and implement sustainability action plans, monitor resource consumption, improve recycling and reduced carbon emissions and waste in partnership with the relevant team General administrative duties in order to support the Team and if required, the wider MAPP business including correspondence, written and verbal, electronic or paper, taking and circulating minutes and notes of meetings Values & Behaviour Exhibition of MAPP Values :Avoid Ambiguity, Appreciative, Adventurous, Authentic and Accountable Self management including showing initiative, being proactive and meeting deadlines Embracing change including technology Engaging with the big picture Great service delivery including working in partnership with internal and external individuals and good communicating in written and verbally Achieving results and prioritise work including attention to detail to all stakeholders Innovative solutions and problem solving Developing self and others and willing to learn Interpersonal and relationship skills capable of communicating at various levels including meetings with occupiers, client, supplier and wider stakeholders Interpersonal and relationship skills capable of communicating at various levels including meetings with occupiers, client, supplier and wider stakeholders Strong written and verbal communications including report writing Experience and Salary Level of Experience / Certifications: Experience of working in a similar role Qualifications: IOSH Desirable Working Hours: 9am - 5.30pm Monday - Thursday & 9am - 5pm Friday Salary Range (Based on Experience) £32,000-£47,500 per annum, depending on experience.
Jun 12, 2025
Full time
Assistant Facilities Manager - East Department: Facilities Management Employment Type: Full Time Location: Home Worker (London) Compensation: £32,000 - £47,500 / year Description MAPP is the UK's leading specialist in commercial property and asset management, with over £30bn+ of property under management for a variety of UK and overseas Fund Managers, REITs and other property owners. MAPP believes that property management can be a force for good. That's why we make buildings work, not just for profit, but for people and the planet too. MAPP has created V1.0, V2.0, V3.0 and V4.0 framework of Property Management, to help clients and occupiers navigate the new landscape, and to ensure we deliver a fully integrated and holistic approach. Most job descriptions read like a recipe without a clear picture of what the final product looks like. We want to give you a picture of who we are and the role we are looking to fill. If this position excites you, and you think you could make a difference at MAPP, do apply, even if you don't satisfy every single criterion. We want to work with people who are awesome in an organisation that makes a difference, do a job that adds value and be rewarded for all our effort in a great place to work. At MAPP, we want to make the real estate industry a career path where everyone feels both welcome and wanted. We're proud of our progress so far, but we're constantly reevaluating how we can make sure the best people, regardless of gender, ethnicity, sexuality, nationality, background or neurodiversity, can see themselves excelling at MAPP. Our MAPP values underpin everything we do. We were the first national real estate consultancy in the UK to become a B Corp. We want you to learn and grow, to challenge yourself and be the best you can be. As an organisation, we are growing, and have done so for the last five years. We promote about 10% of our office-based roles in a year. We have fun together with events and opportunities to connect, grow and learn with charity days and fundraising events for our communities, as well as study days that broaden our professional horizons. This role gives you the opportunity to be a part of our effort to do something a little bit special in property management, and we would love for you to apply. We are always on the lookout for great character - that is what makes us MAPP people. If that is you, we would love to meet you! Title, Team and Role Summary Title : Assistant Facilities Manager Team : Facilities Manager Who Does This Role Report Into? Senior Facilities Manager Role Summary / Purpose and Scope This role provides support to management of buildings along with the FM team by taking responsibility for completing basic Facilities Management tasks. The Assistant Facilities Manager will be responsible for ensuring that the highest standards of management, maintenance and service are maintained. This role is based EAST London Skills, Knowledge and Values Skills (People & Technical) Support the completion of planned works, commission Long Term Asset Replacement Plans, permit to work systems, monitor PPMs to ensure buildings are managed proactively, responsibly and that the service charge budgets and property plans are fully aligned ensuring compliance with CDM Regulations and appropriate communication with client and occupiers in partnership with the relevant teams Monitoring statutory and internal compliance, instructing audits, assessments and specialist advice, aligning with service partners for control documents, log books and online management systems which form MAPP's control environment including meeting MAPP policies and procedures, RICS and ISO standards and any statutory and insurance timelines and escalation requirements Manage contractor and supplier performance including service delivery and financial, ensuring best value and efficiencies using the relevant tools and reporting as required as well support the Procurement team with tender programmes and contractor performance reviews Ensure emergency preparedness and site security plans are in place and scenario testing and appropriately support any emergency response requirements including out of hours including undertaking unplanned incident management exercises and report accordingly Engage with occupiers including implementation of Customer Experience frameworks for the buildings to improve occupier satisfaction and retention, occupier forums and meetings and placemaking and V2 initiatives Prepare service charge budgets, including explanatory guides and analyse and monitor year end and monthly service charge expenditure, including monitoring outgoing costs and budgetary control in accordance with RICS guidance and investigate, report or address any outstanding positions and backlogs Manage all allocated sites including regularly inspecting and recording your properties, appropriately monitor, report on, support and feedback to site teams and sample auditing your teams for condition, standards, and occupier compliance with covenants Develop and implement sustainability action plans, monitor resource consumption, improve recycling and reduced carbon emissions and waste in partnership with the relevant team General administrative duties in order to support the Team and if required, the wider MAPP business including correspondence, written and verbal, electronic or paper, taking and circulating minutes and notes of meetings Values & Behaviour Exhibition of MAPP Values :Avoid Ambiguity, Appreciative, Adventurous, Authentic and Accountable Self management including showing initiative, being proactive and meeting deadlines Embracing change including technology Engaging with the big picture Great service delivery including working in partnership with internal and external individuals and good communicating in written and verbally Achieving results and prioritise work including attention to detail to all stakeholders Innovative solutions and problem solving Developing self and others and willing to learn Interpersonal and relationship skills capable of communicating at various levels including meetings with occupiers, client, supplier and wider stakeholders Interpersonal and relationship skills capable of communicating at various levels including meetings with occupiers, client, supplier and wider stakeholders Strong written and verbal communications including report writing Experience and Salary Level of Experience / Certifications: Experience of working in a similar role Qualifications: IOSH Desirable Working Hours: 9am - 5.30pm Monday - Thursday & 9am - 5pm Friday Salary Range (Based on Experience) £32,000-£47,500 per annum, depending on experience.
Lipton Media
Marketing Executive
Lipton Media
Marketing Executive £27,000 - £30,000 + Excellent Benefits Hybrid London Leading membership association seeks a highly ambitious and talented marketing executive to join their fast growing team. Our client delivers world-leading series of events, alongside an active research and policy agenda aimed at driving meaningful change and innovation. Your Role Reporting to the Membership Marketing Manager, you will be implementing member marketing campaigns to improve engagement and retention, and launch targeted campaigns to grow their vibrant community. The ideal candidate for this role will demonstrate good initiative, be a strong communicator and have the ability to work well in a fast-paced environment. Core responsibilities: Create compelling copy and content Design, deliver and analyse email marketing campaigns Deliver member engagement activities and events with support from the Membership Marketing Manager. Work with the Membership team to support and improve onboarding, renewals and retention activities. Produce data-driven reports on our marketing retention activities and work with the Membership Marketing Manager to identify new ways or initiatives to engage members, improve retention rates and ROI. Brief and manage the PPC campaigns with the appointed digital agency. Produce social assets in accordance with brand guidelines, and update design work using Canva. Plan and schedule membership related social media posts Your Profile: Solid understanding of the core member marketing disciplines and their implementation Sound knowledge of digital marketing technologies including HTML, CMS, analytics, tracking, PPC and social media Commercial acumen Fluent in spoken and written English Passion for digital marketing Lipton Media is a dynamic, proactive and progressive media recruitment agency solely dedicated to the media industry. We are leaders across media sales and creative opportunities. We cover: media sales, digital media sales, print sales, exhibition sales, event sales, conference sales, outdoor sales, radio sales, marketing, conference production and editorial jobs. Our clients range from small start-up companies to FTSE 100 and 250 businesses. We work with people at every stage of their career from undergraduates looking for their first entry point into sales to senior managers and directors looking for their next challenge.
Jun 12, 2025
Full time
Marketing Executive £27,000 - £30,000 + Excellent Benefits Hybrid London Leading membership association seeks a highly ambitious and talented marketing executive to join their fast growing team. Our client delivers world-leading series of events, alongside an active research and policy agenda aimed at driving meaningful change and innovation. Your Role Reporting to the Membership Marketing Manager, you will be implementing member marketing campaigns to improve engagement and retention, and launch targeted campaigns to grow their vibrant community. The ideal candidate for this role will demonstrate good initiative, be a strong communicator and have the ability to work well in a fast-paced environment. Core responsibilities: Create compelling copy and content Design, deliver and analyse email marketing campaigns Deliver member engagement activities and events with support from the Membership Marketing Manager. Work with the Membership team to support and improve onboarding, renewals and retention activities. Produce data-driven reports on our marketing retention activities and work with the Membership Marketing Manager to identify new ways or initiatives to engage members, improve retention rates and ROI. Brief and manage the PPC campaigns with the appointed digital agency. Produce social assets in accordance with brand guidelines, and update design work using Canva. Plan and schedule membership related social media posts Your Profile: Solid understanding of the core member marketing disciplines and their implementation Sound knowledge of digital marketing technologies including HTML, CMS, analytics, tracking, PPC and social media Commercial acumen Fluent in spoken and written English Passion for digital marketing Lipton Media is a dynamic, proactive and progressive media recruitment agency solely dedicated to the media industry. We are leaders across media sales and creative opportunities. We cover: media sales, digital media sales, print sales, exhibition sales, event sales, conference sales, outdoor sales, radio sales, marketing, conference production and editorial jobs. Our clients range from small start-up companies to FTSE 100 and 250 businesses. We work with people at every stage of their career from undergraduates looking for their first entry point into sales to senior managers and directors looking for their next challenge.
Senior Director- Industry Practice Lead (Tax, Customs and Financial Administration)
Moody's Investors Service
Location(s): One Canada Square, Canary Wharf, London, E14 5FA, GB Line Of Business: SALES(SALES) Job Category: Sales & Marketing Experience Level: Experienced Hire At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We foster an inclusive environment where everyone feels welcome to be who they are-encouraging idea exchange, innovation, and meaningful listening to colleagues and customers. If you are excited about this opportunity but do not meet every requirement, please apply! You may still be a great fit for this or other roles. We seek candidates who embody our values: investing in relationships, leading with curiosity, championing diversity, turning inputs into actions, and maintaining integrity and trust. Skills and Competencies Extensive experience in Tax, Transfer Pricing, or broader Financial Administration roles, preferably with exposure to Customs or Ministry of Finance operations Knowledge of international taxation, transfer pricing, customs valuation, and public revenue risk management Experience advising government authorities, multilateral institutions, or large corporations on fiscal or trade policy Strong analytical skills; ability to interpret financial and trade data and leverage insights Excellent communication skills; comfortable engaging with senior government officials and stakeholders Public speaking and publication record in relevant sectors are advantageous Experience with policy reform, tax digitalization, or customs modernization is desirable Education Professional certifications in tax/customs are a plus Degree in a relevant subject Responsibilities The Industry Practice Lead - Financial Administration is a senior expert role supporting government stakeholders in modernizing operations, risk management, and leveraging data to enhance fiscal policy, compliance, and enforcement. Key Responsibilities: Government Client Engagement & Sales Support: Act as a trusted advisor to government clients in Tax, Customs, and Finance Ministries Support sales teams with Moody's solutions for tax risk, TP compliance, customs valuation, and fiscal analytics Lead strategic meetings and presentations with senior public sector stakeholders Thought Leadership & Market Development: Develop and present thought leadership through white papers, conferences, and workshops Represent Moody's with supranational bodies and regional financial forums Build partnerships with professional bodies and government associations Cross-functional Collaboration & Internal Enablement: Provide feedback to shape product solutions for public finance needs Collaborate on marketing campaigns for digital transformation Conduct training for Relationship Managers and Sales Teams Strategic Product & Policy Guidance: Translate regulatory and operational challenges into product requirements Identify innovation opportunities at the intersection of data, compliance, and digital governance Contribute to creating solutions supporting tax intelligence, customs risk, transfer pricing, and transparency About the team Our Global Sales team serves clients across banking, insurance, asset management, corporate, professional services, and government sectors globally. The Industry Practice Group comprises experts in lending, underwriting, climate risk, financial crime, and more, advising clients and developing new products aligned with industry challenges. Moody's is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or characteristic protected by law. Employment is contingent upon compliance with securities trading policies and other requirements.
Jun 12, 2025
Full time
Location(s): One Canada Square, Canary Wharf, London, E14 5FA, GB Line Of Business: SALES(SALES) Job Category: Sales & Marketing Experience Level: Experienced Hire At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We foster an inclusive environment where everyone feels welcome to be who they are-encouraging idea exchange, innovation, and meaningful listening to colleagues and customers. If you are excited about this opportunity but do not meet every requirement, please apply! You may still be a great fit for this or other roles. We seek candidates who embody our values: investing in relationships, leading with curiosity, championing diversity, turning inputs into actions, and maintaining integrity and trust. Skills and Competencies Extensive experience in Tax, Transfer Pricing, or broader Financial Administration roles, preferably with exposure to Customs or Ministry of Finance operations Knowledge of international taxation, transfer pricing, customs valuation, and public revenue risk management Experience advising government authorities, multilateral institutions, or large corporations on fiscal or trade policy Strong analytical skills; ability to interpret financial and trade data and leverage insights Excellent communication skills; comfortable engaging with senior government officials and stakeholders Public speaking and publication record in relevant sectors are advantageous Experience with policy reform, tax digitalization, or customs modernization is desirable Education Professional certifications in tax/customs are a plus Degree in a relevant subject Responsibilities The Industry Practice Lead - Financial Administration is a senior expert role supporting government stakeholders in modernizing operations, risk management, and leveraging data to enhance fiscal policy, compliance, and enforcement. Key Responsibilities: Government Client Engagement & Sales Support: Act as a trusted advisor to government clients in Tax, Customs, and Finance Ministries Support sales teams with Moody's solutions for tax risk, TP compliance, customs valuation, and fiscal analytics Lead strategic meetings and presentations with senior public sector stakeholders Thought Leadership & Market Development: Develop and present thought leadership through white papers, conferences, and workshops Represent Moody's with supranational bodies and regional financial forums Build partnerships with professional bodies and government associations Cross-functional Collaboration & Internal Enablement: Provide feedback to shape product solutions for public finance needs Collaborate on marketing campaigns for digital transformation Conduct training for Relationship Managers and Sales Teams Strategic Product & Policy Guidance: Translate regulatory and operational challenges into product requirements Identify innovation opportunities at the intersection of data, compliance, and digital governance Contribute to creating solutions supporting tax intelligence, customs risk, transfer pricing, and transparency About the team Our Global Sales team serves clients across banking, insurance, asset management, corporate, professional services, and government sectors globally. The Industry Practice Group comprises experts in lending, underwriting, climate risk, financial crime, and more, advising clients and developing new products aligned with industry challenges. Moody's is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or characteristic protected by law. Employment is contingent upon compliance with securities trading policies and other requirements.
Greater London Authority (GLA)
Senior Knowledge and Information Manager
Greater London Authority (GLA)
Corporate Resources and Business Improvement The Resources and Business Improvement directorate is led by Dianne Tramner It is responsible for: People Function, Facilities Management, Digital Experience Unit and Technology Group, Information Governance & Assurance, Executive Support Team and leadership of all our shared services across the GLA Group. About the team The Information Governance & Assurance (IG&A) team supports the GLA in managing its data, ensuring its integrity and security is paramount, supports the Authority in its compliance with legislation, to include Freedom of Information (FOI) requests, Environmental Information Regulations (EIR), records management, information security and data protection law. The team also provides assurance to the business that the information it holds is securely processed. There is the need to improve Knowledge and Information management strategy within the GLA - to effectively and efficiently improve where and how we store information that is readily accessible and central to policy teams and projects. This will ensure that project delivery and management decisions run smoothly, with information stored in a structured manner and aligned to retention period. About the role The team is looking to recruit a dedicated and skilled knowledge and information expert who will play a key role in contributing to the development and implementation of the GLA's knowledge management strategy, which includes leading on developing a central records repository, reviewing policies, ensuring these are applied across the business and to the central repository. The individual must be capable of hitting the ground running, understand the GLA ways of working, working closely with the information governance manager/DPO and be willing to deputise for them. What your day will look like The GLA plans to implement and have in place an electronic document and records management system. This system will ensure information related to the main policy areas such as housing, environment, and programme delivery teams such as Grants, policy teams, Decisions, HR, is stored in a structured filing format that's centrally accessible to the rest of the business. This post will lead on this exciting project working closely together with the IG&A Manager, IG&A team and other relevant units. Represent the team and actively participate in the Knowledge and Assurance Working Group (KIAWG) meeting, and be the group's secretariat. Oversee and advise on the corporate information asset register, leading on the bi-annual review of the register and advising information asset owners, administrators. Provide ongoing advice to the IG Officers with access to information requests, to include advising on complex requests, DSAR, internal review and ICO Complaints. Provide robust training to staff including using available tools for awareness raising and highlighting our responsibilities under various information governance related legislation; contribute to the development of training slides with current IG trend, issues Provide advice and support to policy and project leads, sometimes carrying out data protection impact assessments where personal data is processed - highlighting areas for potential high privacy risk and advising on appropriate mitigation, ensure data sharing agreements are in place where necessary. Providing advice, guidance document and policy around information management and knowledge-based process. Skills, knowledge and experience To be considered for the role you must meet the following essential criteria: An understanding of public sector information governance and assurance issues. The postholder will support the IG manager/Data Protection Officer (DPO) in providing assurance to the business with compliance for the relevant information governance legislation. A strong background experience in information management, or a related field. With certification in knowledge management, data protection or information governance, e.g., BCS, CIPP/E, CIPM, PC.dp, PC.foi, PC.rm; Strong understanding of data protection and information security regulations. Basic understanding of cyber security trends and the assurance for risks to the business. Excellent communication and interpersonal skills. Ability to work together and as part of a team as well as independently with some line management experience. A commitment to being available in the office 2-3 days a week. Proficiency in Microsoft Office Suite and knowledge management tools. Skills in understanding, interpreting and analysing detailed information. Ability to clearly explain complex technical issues to non-technical people. The following are desirable skills and qualifications A bachelor's degree in information management, library science, or information security or similar field. Knowledge of project management methodologies. Experience with EDRMS and/or content management systems (CMS). The GLA Competency Framework Guidelines further detailing each competency and the different level indicators can be found here: GLA Competency Framework How to apply If you would like to apply for the role you will need to submit the following: Up to date CV Personal statement with a maximum of 1500 words. Please ensure you address how you demonstrate the essential criteria outlined above in the advert. Please ensure your CV and Personal Statement have a maximum file size of 1.5MB each and upload your Personal Statement to the 'CV and Cover Letters' section' of the form, ensuring you address the technical requirements and competencies in your Personal Statement. Word or PDF format preferred and do not include any photographs or images. Please ensure your CV and Personal Statement are saved with the job reference number as part of the naming convention (E.g., "CV - applicant name - 012345) As part of GLA's continuing commitment to be an inclusive and equal opportunity employer we will be removing personal identifiable information from CVs and Personal Statements that could cause discrimination. If you have questions about the role If you wish to talk to someone about the role, the hiring manager, Sylvia Edohasim, would be happy to speak to you. Please email her first at: If you have any questions about the recruitment process, contact the who support the GLA with recruitment. Assessment process Once you have submitted an application, your details will be reviewed by a panel. If shortlisted, you'll be invited to an interview and assessment. The interview/assessment date is: TBC Equality, diversity and inclusion London's diversity is its biggest asset, and we strive to ensure our workforce reflects London's diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability. We particularly encourage applications from Black, Asian and Minority ethnic candidates and disabled candidates who are currently underrepresented in our workforce. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements. We would welcome applications from candidates who are seeking part time work as this role is open to job share. Please note we are a Disability Confident Employer so for candidates who wish to be considered under the scheme and meet the essential criteria, they will automatically be invited to interview. Please note, should you require any adjustments through the process, we will accommodate as much as possible. Please contact the recruitment team for further information if required. Benefits GLA staff are hybrid working up to 3 days a week in our offices and remotely depending on their role. As part of this, you will need to split your time between home working and coming into the office. In addition to a good salary package, you will be paid every four weeks, providing frequent salary payments. We also offer an attractive range of benefits including 30 days' annual leave, interest free season ticket loan, interest free bicycle loan and a career average pension scheme Additional Information Please note, all candidates will need to confirm that the information provided in this application form is true and correct. Should a candidate deliberately give false information, including the use of AI software, they understand that this would disqualify them from consideration. Successful candidates must undergo a criminal record (DBS) check but some roles may require additional security screening. Find out which DBS check is right for your employee - GOV.UK () More Support If you have a disability which makes submitting an online application form difficult, please contact .
Jun 12, 2025
Full time
Corporate Resources and Business Improvement The Resources and Business Improvement directorate is led by Dianne Tramner It is responsible for: People Function, Facilities Management, Digital Experience Unit and Technology Group, Information Governance & Assurance, Executive Support Team and leadership of all our shared services across the GLA Group. About the team The Information Governance & Assurance (IG&A) team supports the GLA in managing its data, ensuring its integrity and security is paramount, supports the Authority in its compliance with legislation, to include Freedom of Information (FOI) requests, Environmental Information Regulations (EIR), records management, information security and data protection law. The team also provides assurance to the business that the information it holds is securely processed. There is the need to improve Knowledge and Information management strategy within the GLA - to effectively and efficiently improve where and how we store information that is readily accessible and central to policy teams and projects. This will ensure that project delivery and management decisions run smoothly, with information stored in a structured manner and aligned to retention period. About the role The team is looking to recruit a dedicated and skilled knowledge and information expert who will play a key role in contributing to the development and implementation of the GLA's knowledge management strategy, which includes leading on developing a central records repository, reviewing policies, ensuring these are applied across the business and to the central repository. The individual must be capable of hitting the ground running, understand the GLA ways of working, working closely with the information governance manager/DPO and be willing to deputise for them. What your day will look like The GLA plans to implement and have in place an electronic document and records management system. This system will ensure information related to the main policy areas such as housing, environment, and programme delivery teams such as Grants, policy teams, Decisions, HR, is stored in a structured filing format that's centrally accessible to the rest of the business. This post will lead on this exciting project working closely together with the IG&A Manager, IG&A team and other relevant units. Represent the team and actively participate in the Knowledge and Assurance Working Group (KIAWG) meeting, and be the group's secretariat. Oversee and advise on the corporate information asset register, leading on the bi-annual review of the register and advising information asset owners, administrators. Provide ongoing advice to the IG Officers with access to information requests, to include advising on complex requests, DSAR, internal review and ICO Complaints. Provide robust training to staff including using available tools for awareness raising and highlighting our responsibilities under various information governance related legislation; contribute to the development of training slides with current IG trend, issues Provide advice and support to policy and project leads, sometimes carrying out data protection impact assessments where personal data is processed - highlighting areas for potential high privacy risk and advising on appropriate mitigation, ensure data sharing agreements are in place where necessary. Providing advice, guidance document and policy around information management and knowledge-based process. Skills, knowledge and experience To be considered for the role you must meet the following essential criteria: An understanding of public sector information governance and assurance issues. The postholder will support the IG manager/Data Protection Officer (DPO) in providing assurance to the business with compliance for the relevant information governance legislation. A strong background experience in information management, or a related field. With certification in knowledge management, data protection or information governance, e.g., BCS, CIPP/E, CIPM, PC.dp, PC.foi, PC.rm; Strong understanding of data protection and information security regulations. Basic understanding of cyber security trends and the assurance for risks to the business. Excellent communication and interpersonal skills. Ability to work together and as part of a team as well as independently with some line management experience. A commitment to being available in the office 2-3 days a week. Proficiency in Microsoft Office Suite and knowledge management tools. Skills in understanding, interpreting and analysing detailed information. Ability to clearly explain complex technical issues to non-technical people. The following are desirable skills and qualifications A bachelor's degree in information management, library science, or information security or similar field. Knowledge of project management methodologies. Experience with EDRMS and/or content management systems (CMS). The GLA Competency Framework Guidelines further detailing each competency and the different level indicators can be found here: GLA Competency Framework How to apply If you would like to apply for the role you will need to submit the following: Up to date CV Personal statement with a maximum of 1500 words. Please ensure you address how you demonstrate the essential criteria outlined above in the advert. Please ensure your CV and Personal Statement have a maximum file size of 1.5MB each and upload your Personal Statement to the 'CV and Cover Letters' section' of the form, ensuring you address the technical requirements and competencies in your Personal Statement. Word or PDF format preferred and do not include any photographs or images. Please ensure your CV and Personal Statement are saved with the job reference number as part of the naming convention (E.g., "CV - applicant name - 012345) As part of GLA's continuing commitment to be an inclusive and equal opportunity employer we will be removing personal identifiable information from CVs and Personal Statements that could cause discrimination. If you have questions about the role If you wish to talk to someone about the role, the hiring manager, Sylvia Edohasim, would be happy to speak to you. Please email her first at: If you have any questions about the recruitment process, contact the who support the GLA with recruitment. Assessment process Once you have submitted an application, your details will be reviewed by a panel. If shortlisted, you'll be invited to an interview and assessment. The interview/assessment date is: TBC Equality, diversity and inclusion London's diversity is its biggest asset, and we strive to ensure our workforce reflects London's diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability. We particularly encourage applications from Black, Asian and Minority ethnic candidates and disabled candidates who are currently underrepresented in our workforce. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements. We would welcome applications from candidates who are seeking part time work as this role is open to job share. Please note we are a Disability Confident Employer so for candidates who wish to be considered under the scheme and meet the essential criteria, they will automatically be invited to interview. Please note, should you require any adjustments through the process, we will accommodate as much as possible. Please contact the recruitment team for further information if required. Benefits GLA staff are hybrid working up to 3 days a week in our offices and remotely depending on their role. As part of this, you will need to split your time between home working and coming into the office. In addition to a good salary package, you will be paid every four weeks, providing frequent salary payments. We also offer an attractive range of benefits including 30 days' annual leave, interest free season ticket loan, interest free bicycle loan and a career average pension scheme Additional Information Please note, all candidates will need to confirm that the information provided in this application form is true and correct. Should a candidate deliberately give false information, including the use of AI software, they understand that this would disqualify them from consideration. Successful candidates must undergo a criminal record (DBS) check but some roles may require additional security screening. Find out which DBS check is right for your employee - GOV.UK () More Support If you have a disability which makes submitting an online application form difficult, please contact .

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