About the Role: Grade Level (for internal use): 15 Head of Technology for KY3P KY3P (Know Your Third Party) is a third-party risk management platform developed by S&P Global. It is designed to help financial institutions and other organizations streamline their vendor and counterparty risk management processes. The platform provides a centralized location for collecting and managing vendor information, conducting due diligence, and monitoring risks. Job Summary: As the Head of Technology for KY3P, you will be responsible for leading the development and implementation of the company's technology strategy. You will work closely with other departments to ensure that our technology solutions are aligned with our business goals and objectives and report into the Head of Technology for Credit and Risk Solutions (C&RS). Key Responsibilities: Develop and implement a technology strategy that supports the company's goals and objectives. Lead the technology team and provide guidance and direction to ensure the successful delivery of projects. Collaborate with other departments to identify and implement technology solutions that improve business processes and enhance customer experience. Stay up-to-date with emerging trends and technologies and assess their potential impact on the company. Ensure the security and integrity of the company's data and systems. Qualifications: Bachelor's degree in Computer Science, Information Technology, or a related field. At least 10 years of experience in a technology leadership role. Strong technical knowledge and experience in software development, infrastructure, and cybersecurity. Excellent leadership and management skills. Strong communication and collaboration skills. Experience in the financial services industry is a plus. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. - 10 - Officials or Managers (EEO-2 Job Categories-United States of America), IFTECH102 - Senior Management (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning) Job ID: 300034 Posted On: 2024-04-15 Location: London, United Kingdom
Apr 18, 2024
Full time
About the Role: Grade Level (for internal use): 15 Head of Technology for KY3P KY3P (Know Your Third Party) is a third-party risk management platform developed by S&P Global. It is designed to help financial institutions and other organizations streamline their vendor and counterparty risk management processes. The platform provides a centralized location for collecting and managing vendor information, conducting due diligence, and monitoring risks. Job Summary: As the Head of Technology for KY3P, you will be responsible for leading the development and implementation of the company's technology strategy. You will work closely with other departments to ensure that our technology solutions are aligned with our business goals and objectives and report into the Head of Technology for Credit and Risk Solutions (C&RS). Key Responsibilities: Develop and implement a technology strategy that supports the company's goals and objectives. Lead the technology team and provide guidance and direction to ensure the successful delivery of projects. Collaborate with other departments to identify and implement technology solutions that improve business processes and enhance customer experience. Stay up-to-date with emerging trends and technologies and assess their potential impact on the company. Ensure the security and integrity of the company's data and systems. Qualifications: Bachelor's degree in Computer Science, Information Technology, or a related field. At least 10 years of experience in a technology leadership role. Strong technical knowledge and experience in software development, infrastructure, and cybersecurity. Excellent leadership and management skills. Strong communication and collaboration skills. Experience in the financial services industry is a plus. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all. - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. - 10 - Officials or Managers (EEO-2 Job Categories-United States of America), IFTECH102 - Senior Management (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning) Job ID: 300034 Posted On: 2024-04-15 Location: London, United Kingdom
Job Description Job Title: Customer Support Manager Company: Qualitymark Protection have been actively safeguarding consumer investments in home improvements for over 26 years. In this time, we've helped the home improvement industry raise installation standards, strengthened our accreditation & monitoring procedures and provided consumers with quality financial protection. Qualitymark has issued over 1,000,000 Insurance Backed Guarantee and Deposit Protection Insurance policies. Based in contemporary offices on the edge of Chorley. We are a business building a future for our employees through diverse investments and continued ambitious growth. Role Purpose: As our Customer Support Team Leader, you will be responsible for all aspects of customer service within your team and will also be responsible for the monitoring of your team using department measures data to improve performance. Aid in the implementation of a new customer communication strategy and ensuring that company processes and compliance are adhered to. Accountabilities: Identifying and highlighting relevant improvements to the customer contact journey that will enhance the customer experience, streamline internal processes, reduce costs, and remove the non-value-added work. Owning, monitoring and improving critical interactions between team members and customers, suggesting enhancements based on data and experience, offering training and guidance To lead a team by example, motivate and develop. Responsible for ongoing training, coaching and development. Effective prioritisation of work within the team to maximise resource capability. Understanding and utilising operational measures to build capability within the team. Ensure that the team is managed, utilising company policies with appropriate records and documentation. Involvement in senior meetings presenting ideas on strategy, targets, and resources. Implementation of strategy, working to objectives both individual and as a team Conducting clear one-to-one sessions with employees aligning company objectives with individual progression plans Motivating more proactive, and positive behaviours throughout a working week Conducting meetings with compliance, business development, and client administration to develop processes and continuous business improvement. Experience: Experience with account management or business development roles Setting and monitoring team KPIs Experience with using and implementing call lists and scenarios Working with commercial awareness Preferably, experience within a regulated environment or working with installers Preferably, experience working with contact centre solutions, such as 8x8 Skills: Ability to analyse and interpret of data. Strong understanding of high-volume data structures within systems Highly developed communication skills - written & verbal Strong attention to detail Confident with Microsoft applications Excellent communication. Strong leadership skills with the ability to motivate staff to achieve team performance Why work for us? £35,000 per annum 37.5 hours / week (8.30am - 5pm, Monday - Friday) 25 days paid leave + celebration day (plus bank holidays) Hybrid working Pension Scheme Free Parking Easy access to M6, M61 and M65 motorways Values and Behaviours We must treat all people (including customers, colleagues, suppliers, and the wider stakeholder community) with respect all at times. We will not accept rude behaviour from customers, employees, suppliers, and stakeholders at any time. We will only employ, and continue to employ, employees and engage with suppliers who display openly the personal characteristics of humility, honesty, enthusiasm, respect, positivity and a 'can do' attitude. We will seek opportunities (at least annually) to identify employee training needs (and wants) and wherever possible and practicable, provide time and resource to accommodate these needs (and wants). We shall be very careful in our recruitment and maintenance of 'customers' (customers here being defined as 'any body corporate or otherwise paying regular fees to the company') to ensure, wherever possible, that these customers share these 'values'. We shall, at all times and in all decision-making, try to ensure the best possible outcomes for our clients and consumers in every action we take. Please note: As an Insurer, we are obligated to undertake due diligence in relation to employee's honesty and good repute. The successful candidate will be subject to initial and ongoing honesty and good repute checks, including reference checks, Credit Reference Agency checks, and we may also include Criminal Record checks, through the Disclosure Baring Service (DBS). All checks are undertaken by us, and there is no cost to any applicant or employee.
Apr 16, 2024
Full time
Job Description Job Title: Customer Support Manager Company: Qualitymark Protection have been actively safeguarding consumer investments in home improvements for over 26 years. In this time, we've helped the home improvement industry raise installation standards, strengthened our accreditation & monitoring procedures and provided consumers with quality financial protection. Qualitymark has issued over 1,000,000 Insurance Backed Guarantee and Deposit Protection Insurance policies. Based in contemporary offices on the edge of Chorley. We are a business building a future for our employees through diverse investments and continued ambitious growth. Role Purpose: As our Customer Support Team Leader, you will be responsible for all aspects of customer service within your team and will also be responsible for the monitoring of your team using department measures data to improve performance. Aid in the implementation of a new customer communication strategy and ensuring that company processes and compliance are adhered to. Accountabilities: Identifying and highlighting relevant improvements to the customer contact journey that will enhance the customer experience, streamline internal processes, reduce costs, and remove the non-value-added work. Owning, monitoring and improving critical interactions between team members and customers, suggesting enhancements based on data and experience, offering training and guidance To lead a team by example, motivate and develop. Responsible for ongoing training, coaching and development. Effective prioritisation of work within the team to maximise resource capability. Understanding and utilising operational measures to build capability within the team. Ensure that the team is managed, utilising company policies with appropriate records and documentation. Involvement in senior meetings presenting ideas on strategy, targets, and resources. Implementation of strategy, working to objectives both individual and as a team Conducting clear one-to-one sessions with employees aligning company objectives with individual progression plans Motivating more proactive, and positive behaviours throughout a working week Conducting meetings with compliance, business development, and client administration to develop processes and continuous business improvement. Experience: Experience with account management or business development roles Setting and monitoring team KPIs Experience with using and implementing call lists and scenarios Working with commercial awareness Preferably, experience within a regulated environment or working with installers Preferably, experience working with contact centre solutions, such as 8x8 Skills: Ability to analyse and interpret of data. Strong understanding of high-volume data structures within systems Highly developed communication skills - written & verbal Strong attention to detail Confident with Microsoft applications Excellent communication. Strong leadership skills with the ability to motivate staff to achieve team performance Why work for us? £35,000 per annum 37.5 hours / week (8.30am - 5pm, Monday - Friday) 25 days paid leave + celebration day (plus bank holidays) Hybrid working Pension Scheme Free Parking Easy access to M6, M61 and M65 motorways Values and Behaviours We must treat all people (including customers, colleagues, suppliers, and the wider stakeholder community) with respect all at times. We will not accept rude behaviour from customers, employees, suppliers, and stakeholders at any time. We will only employ, and continue to employ, employees and engage with suppliers who display openly the personal characteristics of humility, honesty, enthusiasm, respect, positivity and a 'can do' attitude. We will seek opportunities (at least annually) to identify employee training needs (and wants) and wherever possible and practicable, provide time and resource to accommodate these needs (and wants). We shall be very careful in our recruitment and maintenance of 'customers' (customers here being defined as 'any body corporate or otherwise paying regular fees to the company') to ensure, wherever possible, that these customers share these 'values'. We shall, at all times and in all decision-making, try to ensure the best possible outcomes for our clients and consumers in every action we take. Please note: As an Insurer, we are obligated to undertake due diligence in relation to employee's honesty and good repute. The successful candidate will be subject to initial and ongoing honesty and good repute checks, including reference checks, Credit Reference Agency checks, and we may also include Criminal Record checks, through the Disclosure Baring Service (DBS). All checks are undertaken by us, and there is no cost to any applicant or employee.
Senior Credit Risk Analyst This is an exceptional opportunity for a skilled professional to join a dynamic team and contribute to the organisations credit risk management framework. The company is based in the City of London and cash management turnover is in excess of £7 trillion a year. This is a senior key role within the Risk Management team where you will have the opportunity to deputise for the Credit & Market Risk Manager on occasion. The main purpose of this role is to complete credit reviews relating to the trading counterparties (eg pension funds, banks, money market funds, central clearing counterparties, brokers). This will also involve setting credit limits for dealing activity across financial markets and to help identify improvements to existing risk policies and processes where possible. You will be required to use your own initiative to formulate proposals by researching all risk aspects relevant to the subject, which will be presented at the Risk Committee attended by Senior Management. Key Responsibilities: Credit Analysis and due diligence on new and existing counterparties: pension funds, banks, money market funds, central clearing counterparties, brokers, trading platforms and occasionally commercial suppliers. Writing credit proposals for trading limits to support cash management activities in financial markets, which will be presented to the credit & market risk committee. Manage onboarding of new counterparties including liaising with legal colleagues regarding negotiation of risk aspects of GMRA and ISDA agreements. Monitoring and reporting on credit conditions and market developments affecting the organisation and its counterparties. Identification of risks and necessary policy changes for new counterparty types or products Identifying risk policy, process, control or system improvements. Maintaining positive regular dialogue with key internal stakeholders (eg. Senior managers, Front Office staff, risk team members) to discuss relevant issues, inform on progress and confirm priorities. Support the risk aspects of projects and initiatives. Some knowledge of market risk and good Excel proficiency would be an advantage, but training can be provided. Experience and Technical Skills: You need- Deep experience of credit analysis of a range of counterparty types A sound understanding of credit worthiness with at least one of the following; pension funds, banks, central counterparties and broking firms. Deep experience of producing analysis-based credit limit proposals for submission and/or presentation for risk committee approval. A good understanding of the credit risks inherent in traded products such as repo, FX swaps, certificates of deposit. Excellent oral and written communication skills in order to carry out presentations and deal positively with internal and external stakeholders (eg senior managers, dealers, and market counterparties) in a confident, well-reasoned manner. Salary is £75k base plus 27% Pension contribution from organisation (£20,250) plus 12% Bonus (total package in excess of £105k) Benefits include. - An annual leave allowance of 27.5 days plus paid bank holidays. - Pension contribution from organisation of 27% - Subsidised gym membership - Interest free season ticket loan - Family friendly HR policies including paid maternity, paternity and adoption leave - A working culture which encourages inclusion and diversity - Professional Qualifications, Training & Development - The company provides financial support to employees undertaking professional qualifications, skills training and development that are relevant to the role. They will also pay individual subscriptions to professional bodies. This is a hybrid role with 2/3 days in the office in Central London.
Apr 16, 2024
Full time
Senior Credit Risk Analyst This is an exceptional opportunity for a skilled professional to join a dynamic team and contribute to the organisations credit risk management framework. The company is based in the City of London and cash management turnover is in excess of £7 trillion a year. This is a senior key role within the Risk Management team where you will have the opportunity to deputise for the Credit & Market Risk Manager on occasion. The main purpose of this role is to complete credit reviews relating to the trading counterparties (eg pension funds, banks, money market funds, central clearing counterparties, brokers). This will also involve setting credit limits for dealing activity across financial markets and to help identify improvements to existing risk policies and processes where possible. You will be required to use your own initiative to formulate proposals by researching all risk aspects relevant to the subject, which will be presented at the Risk Committee attended by Senior Management. Key Responsibilities: Credit Analysis and due diligence on new and existing counterparties: pension funds, banks, money market funds, central clearing counterparties, brokers, trading platforms and occasionally commercial suppliers. Writing credit proposals for trading limits to support cash management activities in financial markets, which will be presented to the credit & market risk committee. Manage onboarding of new counterparties including liaising with legal colleagues regarding negotiation of risk aspects of GMRA and ISDA agreements. Monitoring and reporting on credit conditions and market developments affecting the organisation and its counterparties. Identification of risks and necessary policy changes for new counterparty types or products Identifying risk policy, process, control or system improvements. Maintaining positive regular dialogue with key internal stakeholders (eg. Senior managers, Front Office staff, risk team members) to discuss relevant issues, inform on progress and confirm priorities. Support the risk aspects of projects and initiatives. Some knowledge of market risk and good Excel proficiency would be an advantage, but training can be provided. Experience and Technical Skills: You need- Deep experience of credit analysis of a range of counterparty types A sound understanding of credit worthiness with at least one of the following; pension funds, banks, central counterparties and broking firms. Deep experience of producing analysis-based credit limit proposals for submission and/or presentation for risk committee approval. A good understanding of the credit risks inherent in traded products such as repo, FX swaps, certificates of deposit. Excellent oral and written communication skills in order to carry out presentations and deal positively with internal and external stakeholders (eg senior managers, dealers, and market counterparties) in a confident, well-reasoned manner. Salary is £75k base plus 27% Pension contribution from organisation (£20,250) plus 12% Bonus (total package in excess of £105k) Benefits include. - An annual leave allowance of 27.5 days plus paid bank holidays. - Pension contribution from organisation of 27% - Subsidised gym membership - Interest free season ticket loan - Family friendly HR policies including paid maternity, paternity and adoption leave - A working culture which encourages inclusion and diversity - Professional Qualifications, Training & Development - The company provides financial support to employees undertaking professional qualifications, skills training and development that are relevant to the role. They will also pay individual subscriptions to professional bodies. This is a hybrid role with 2/3 days in the office in Central London.
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. POSITION PURPOSE The successful candidate will be primarily responsible for matters relating to T. Rowe Price's business operations in EMEA and Latin America. The incumbent should expect a wide variety of predominantly asset management assignments and therefore should have good knowledge of the buy-side investment management industry. In particular, the incumbent should be familiar with institutional client legal work, for example drafting and negotiating investment management agreements and related documentation. The incumbent will support the Distribution and Client Account Management teams with the onboarding of separate account and strategic partner clients. The incumbent may also be required to support on regulatory change and other strategic business projects. Lead attorney supporting Distribution, Client Account Management and Product teams with the onboarding and ongoing servicing of institutional and strategic partner clients throughout the lifecycle of the client relationship. Reviews and negotiates investment management agreements and related documentation from start to finish, working closely with key stakeholders to identify and mitigate legal, regulatory and commercial risk. Crafts legal solutions, balancing internal and external stakeholder interests with the risks of adverse legal actions, revenue loss, or reputational damage to the relevant T. Rowe Price entity. Reviews and negotiates general contracts (not directly related to separate account clients or funds) as needed. Support internal business partners with ad hoc client and regulatory queries, including assisting the RFP, Investment Specialist and Distribution teams with client due diligence questions. Undertakes complex legal and regulatory projects. Working closely with Compliance colleagues, covering areas related to regulatory consultations, policy statements and other regulatory guidance. Undertaking impact analysis and advising on possible solutions aligned to firm risk tolerances. Legal research and provision of advice to business partners on a range on investment management-related matters. Liaising with external legal counsel on complex project issues or for bespoke jurisdictional guidance as needed; including budget management. Working closely with Legal colleagues in London, Luxembourg, the US and APAC as needed. Providing guidance and mentoring to junior legal counsels and paralegals. PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS Required: Professional qualification as a solicitor of England and Wales, or an equivalent jurisdiction, with a demonstrable interest in the financial services industry. Strong commercial experience gained in private practice and/or relevant in-house Legal department. Demonstrable experience in drafting, review and negotiation of investment management agreements, asset management-related documentation and commercial contracts. Excellent written and oral skills. Attention to detail and ability to work on complex projects, under tight timeframes and meet deadlines. Ability to interact with a diverse group of internal and external contacts. A collaborative team player who can work independently as well. Preferred: Knowledge of UK/Luxembourg-domiciled funds and related regulatory frameworks. German or Danish language skills. Experience in ESG and European sustainable finance regulation. Commercially aware and attuned to the needs of a global business. Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law. About Us T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on-now, and over the long term.
Apr 16, 2024
Full time
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. POSITION PURPOSE The successful candidate will be primarily responsible for matters relating to T. Rowe Price's business operations in EMEA and Latin America. The incumbent should expect a wide variety of predominantly asset management assignments and therefore should have good knowledge of the buy-side investment management industry. In particular, the incumbent should be familiar with institutional client legal work, for example drafting and negotiating investment management agreements and related documentation. The incumbent will support the Distribution and Client Account Management teams with the onboarding of separate account and strategic partner clients. The incumbent may also be required to support on regulatory change and other strategic business projects. Lead attorney supporting Distribution, Client Account Management and Product teams with the onboarding and ongoing servicing of institutional and strategic partner clients throughout the lifecycle of the client relationship. Reviews and negotiates investment management agreements and related documentation from start to finish, working closely with key stakeholders to identify and mitigate legal, regulatory and commercial risk. Crafts legal solutions, balancing internal and external stakeholder interests with the risks of adverse legal actions, revenue loss, or reputational damage to the relevant T. Rowe Price entity. Reviews and negotiates general contracts (not directly related to separate account clients or funds) as needed. Support internal business partners with ad hoc client and regulatory queries, including assisting the RFP, Investment Specialist and Distribution teams with client due diligence questions. Undertakes complex legal and regulatory projects. Working closely with Compliance colleagues, covering areas related to regulatory consultations, policy statements and other regulatory guidance. Undertaking impact analysis and advising on possible solutions aligned to firm risk tolerances. Legal research and provision of advice to business partners on a range on investment management-related matters. Liaising with external legal counsel on complex project issues or for bespoke jurisdictional guidance as needed; including budget management. Working closely with Legal colleagues in London, Luxembourg, the US and APAC as needed. Providing guidance and mentoring to junior legal counsels and paralegals. PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS Required: Professional qualification as a solicitor of England and Wales, or an equivalent jurisdiction, with a demonstrable interest in the financial services industry. Strong commercial experience gained in private practice and/or relevant in-house Legal department. Demonstrable experience in drafting, review and negotiation of investment management agreements, asset management-related documentation and commercial contracts. Excellent written and oral skills. Attention to detail and ability to work on complex projects, under tight timeframes and meet deadlines. Ability to interact with a diverse group of internal and external contacts. A collaborative team player who can work independently as well. Preferred: Knowledge of UK/Luxembourg-domiciled funds and related regulatory frameworks. German or Danish language skills. Experience in ESG and European sustainable finance regulation. Commercially aware and attuned to the needs of a global business. Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law. About Us T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on-now, and over the long term.
The Business Product Partnerships Ltd (PPL) is a highly respected compliance consultancy working within the consumer credit sector assisting firms that must adhere to the regulations of the Financial Conduct Authority (FCA) Primary objectives of the role: Responsible for overseeing PPL's activities with its directly authorised clients (Clients) and appointed representatives (ARs), including managing, maintaining Client satisfaction levels, and ensuring retention. Instrumental in growing revenues by developing business with new prospects and existing Clients while playing a key role in ensuring Clients and ARs always act compliantly. Key stakeholders: Management of relationships with key internal and external stakeholders including PPL's Board and Senior Management Team (SMT), immediate line manager and other PPL colleagues, Clients and ARs. Key responsibilities: Development of opportunities with new prospects and existing Clients. Management of the on-boarding process of new Clients and ARs, post due diligence. To function as the focal point of contact for all Clients and ARs within direct remit. Ensure that all Client Service Level Agreements (SLAs) are met, including conducting client reviews, providing feedback on audit outputs, giving regulatory updates, and analysing management information from a variety of sources. Ensure that all Clients and ARs act in accordance with their contractual terms and confirm that ARs are adhering to PPL's policies and procedures, taking appropriate action where necessary. Conduct regular AR compliance reviews, ensuring that required actions are completed. Review monthly contractual revenues from Clients and support PPL's invoicing and recovery processes, maximising income, and minimising debt. Renegotiate contracts with ARs and Clients at the end of their minimum terms, reviewing fees payable to PPL in line with pricing rate-cards for each cohort. Monitor competitor activity and provide intelligence updates to the business. Work collaboratively across the business to provide AR/Client updates to colleagues and the Board, work on/deliver cross-functional projects, support the processes for communicating with ARs/Clients. Develop and maintain a high-level understanding of the regulatory horizon and the FCA's rules and guidance and be able to communicate these and any subsequent changes to ARs and Clients. Adhere to the Senior Manager Conduct Rules. Identify where conduct risks might arise and report these into the Compliance and Risk Committee. Undertake other duties or projects not specified as deemed appropriate with this role. Key competencies: Experience of consumer credit at a non-technical level. Positive optimistic outlook with a professional, polished, and structured approach to account management. Open minded to change, and capable of influencing others to deliver and manage change. Strong client facing people management skills. Strong organisational skills to manage all client facing tasks. Solid interpersonal and communication skills. Ability to communicate at all organisational levels from Board members to operational staff, both within AR/Client organisations and PPL. Strong influencer with 'can do' collaborative team ethics. Skills and Knowledge: Strong IT skills with a good understanding of the Microsoft Office suite, and the capacity to learn and harness the benefits of new systems. Ability to drive is desirable as the role involves some visits to ARs and Clients and to other meetings. Salary and benefits package: Competitive salary (DOE) and benefits including 25 days annual leave (rising to 28 with service), private health and wellness day. Please note the role is based in Leeds but is a hybrid role working from home.
Apr 16, 2024
Full time
The Business Product Partnerships Ltd (PPL) is a highly respected compliance consultancy working within the consumer credit sector assisting firms that must adhere to the regulations of the Financial Conduct Authority (FCA) Primary objectives of the role: Responsible for overseeing PPL's activities with its directly authorised clients (Clients) and appointed representatives (ARs), including managing, maintaining Client satisfaction levels, and ensuring retention. Instrumental in growing revenues by developing business with new prospects and existing Clients while playing a key role in ensuring Clients and ARs always act compliantly. Key stakeholders: Management of relationships with key internal and external stakeholders including PPL's Board and Senior Management Team (SMT), immediate line manager and other PPL colleagues, Clients and ARs. Key responsibilities: Development of opportunities with new prospects and existing Clients. Management of the on-boarding process of new Clients and ARs, post due diligence. To function as the focal point of contact for all Clients and ARs within direct remit. Ensure that all Client Service Level Agreements (SLAs) are met, including conducting client reviews, providing feedback on audit outputs, giving regulatory updates, and analysing management information from a variety of sources. Ensure that all Clients and ARs act in accordance with their contractual terms and confirm that ARs are adhering to PPL's policies and procedures, taking appropriate action where necessary. Conduct regular AR compliance reviews, ensuring that required actions are completed. Review monthly contractual revenues from Clients and support PPL's invoicing and recovery processes, maximising income, and minimising debt. Renegotiate contracts with ARs and Clients at the end of their minimum terms, reviewing fees payable to PPL in line with pricing rate-cards for each cohort. Monitor competitor activity and provide intelligence updates to the business. Work collaboratively across the business to provide AR/Client updates to colleagues and the Board, work on/deliver cross-functional projects, support the processes for communicating with ARs/Clients. Develop and maintain a high-level understanding of the regulatory horizon and the FCA's rules and guidance and be able to communicate these and any subsequent changes to ARs and Clients. Adhere to the Senior Manager Conduct Rules. Identify where conduct risks might arise and report these into the Compliance and Risk Committee. Undertake other duties or projects not specified as deemed appropriate with this role. Key competencies: Experience of consumer credit at a non-technical level. Positive optimistic outlook with a professional, polished, and structured approach to account management. Open minded to change, and capable of influencing others to deliver and manage change. Strong client facing people management skills. Strong organisational skills to manage all client facing tasks. Solid interpersonal and communication skills. Ability to communicate at all organisational levels from Board members to operational staff, both within AR/Client organisations and PPL. Strong influencer with 'can do' collaborative team ethics. Skills and Knowledge: Strong IT skills with a good understanding of the Microsoft Office suite, and the capacity to learn and harness the benefits of new systems. Ability to drive is desirable as the role involves some visits to ARs and Clients and to other meetings. Salary and benefits package: Competitive salary (DOE) and benefits including 25 days annual leave (rising to 28 with service), private health and wellness day. Please note the role is based in Leeds but is a hybrid role working from home.
The Recruitment Co are currently recruiting for a Compliance Administrator to work for an established, growing business in the Blackpool area. Compliance Administrator salary: £23,000 - £24,000 (depending on experience) Compliance Administrator hours: 8.30am - 5pm Monday to Friday (37.5 hours per week) Compliance Administrator company benefits: Onsite Free Car Parking Pension Contribution Scheme Share Incentive Plan Private Medical Insurance Medical Cash Plan Life Assurance Income Protection Scheme 25 Holiday days + Bank Holidays Cycle to Work Scheme Compliance Administrator Summary/ Job Purpose:Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. To review and assess existing clients to ensure that the client due diligence held on file is up to date, accurate and that the appropriate CDD/ EDD is recorded and retained on file. To ensure all activities are in accordance with all relevant laws, regulations and guidance notes relating to client due diligence and the prevention of financial crime. To be constantly alert to any risk or proposed action which may expose the company to adverse reaction or censure.To always act in a professional manner and in the best interests of the company and to promote a good impression of the company, department, and the roles undertaken therein, to all clients, including external clients and otherdepartments of the company. Compliance Administrator Roles and responsibilities: Work with the CDD Monitoring Manager, with reference to members of the Financial Crime Team where necessary, in the completion of an account periodic review. To perform periodic reviews of existing clients in line with the client's risk rating. For example, High Risk client reviews are performed annually. To ensure that client due diligence, including a full understanding of a client's overall wealth and source of fund is held on file, is up to date, accurate and in line with our AML responsibilities. To collect missing information (by writing to clients and/or speaking to Execs) and chasing any requested information. To perform electronic screening refreshes to ensure there are no changes to possible PEP, RCA, Sanctioned and/ or adverse media exposure that may pose a risk to the firm. To perform a review of when a trigger event is received, for example ensuring we have the correct DD on file for change of address/ change of name/ change of ownership etc. To refresh the client risk assessment to ensure that the appropriate level of due diligence has been applied. To perform adhoc AML reviews where escalations have been made from across the business, including AML onboarding following certain trigger events. To seek appropriate management approvals to continue with a business relationship. To ensure that the account structure is correctly documented in Avaloq and that all parties are correctly stored in Avaloq (so as to ensure that they are covered in our overnight screening). To investigate overnight screening alerts to establish if there are any changes to a client status including PEP/ RCA/ Sanctions and/ or adverse media. Where a positive match is identified to escalate to the Senior CDD Manager/ Financial Crime Compliance. To perform live payment monitoring to ensure activity is line with what the firm knows about the client and obtain relevant Due Diligence documentation. To perform post transaction monitoring to ensure activity is in line with that the firm knows about the client and obtain relevant Due Diligence documentation. Contribute to ad hoc projects relating to CDD/EDD, including client remediations. Undertake technical or any other relevant training as and when required. Be proactive in developing your knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills. If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on , or drop me a message on LinkedIn - in/harry-greenhalgh/ and I will be happy to discuss further! The Recruitment Co are an equal opportunities employer. CPBlackpoolOther The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace.
Apr 16, 2024
Full time
The Recruitment Co are currently recruiting for a Compliance Administrator to work for an established, growing business in the Blackpool area. Compliance Administrator salary: £23,000 - £24,000 (depending on experience) Compliance Administrator hours: 8.30am - 5pm Monday to Friday (37.5 hours per week) Compliance Administrator company benefits: Onsite Free Car Parking Pension Contribution Scheme Share Incentive Plan Private Medical Insurance Medical Cash Plan Life Assurance Income Protection Scheme 25 Holiday days + Bank Holidays Cycle to Work Scheme Compliance Administrator Summary/ Job Purpose:Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. To review and assess existing clients to ensure that the client due diligence held on file is up to date, accurate and that the appropriate CDD/ EDD is recorded and retained on file. To ensure all activities are in accordance with all relevant laws, regulations and guidance notes relating to client due diligence and the prevention of financial crime. To be constantly alert to any risk or proposed action which may expose the company to adverse reaction or censure.To always act in a professional manner and in the best interests of the company and to promote a good impression of the company, department, and the roles undertaken therein, to all clients, including external clients and otherdepartments of the company. Compliance Administrator Roles and responsibilities: Work with the CDD Monitoring Manager, with reference to members of the Financial Crime Team where necessary, in the completion of an account periodic review. To perform periodic reviews of existing clients in line with the client's risk rating. For example, High Risk client reviews are performed annually. To ensure that client due diligence, including a full understanding of a client's overall wealth and source of fund is held on file, is up to date, accurate and in line with our AML responsibilities. To collect missing information (by writing to clients and/or speaking to Execs) and chasing any requested information. To perform electronic screening refreshes to ensure there are no changes to possible PEP, RCA, Sanctioned and/ or adverse media exposure that may pose a risk to the firm. To perform a review of when a trigger event is received, for example ensuring we have the correct DD on file for change of address/ change of name/ change of ownership etc. To refresh the client risk assessment to ensure that the appropriate level of due diligence has been applied. To perform adhoc AML reviews where escalations have been made from across the business, including AML onboarding following certain trigger events. To seek appropriate management approvals to continue with a business relationship. To ensure that the account structure is correctly documented in Avaloq and that all parties are correctly stored in Avaloq (so as to ensure that they are covered in our overnight screening). To investigate overnight screening alerts to establish if there are any changes to a client status including PEP/ RCA/ Sanctions and/ or adverse media. Where a positive match is identified to escalate to the Senior CDD Manager/ Financial Crime Compliance. To perform live payment monitoring to ensure activity is line with what the firm knows about the client and obtain relevant Due Diligence documentation. To perform post transaction monitoring to ensure activity is in line with that the firm knows about the client and obtain relevant Due Diligence documentation. Contribute to ad hoc projects relating to CDD/EDD, including client remediations. Undertake technical or any other relevant training as and when required. Be proactive in developing your knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills. If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on , or drop me a message on LinkedIn - in/harry-greenhalgh/ and I will be happy to discuss further! The Recruitment Co are an equal opportunities employer. CPBlackpoolOther The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace.
Deputy Company Secretary - Specialty Insurance Hybrid/London £Excellent + Exceptional benefits + 25% bonus We are looking for a Deputy Company Secretary to join the team and support operations. What part will yo play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at here gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The opportunity: We are seeking a dynamic and experienced Deputy Company Secretary to join our team. The Deputy Company Secretary will work closely with the Company Secretary to ensure that the company complies with statutory and regulatory requirements and maintains high standards of corporate governance. Using your experience to work closely with senior stakeholders and the business, you will be an integral part to the smooth running of the day to day. What you'll be doing: Support Company Secretary with execution and implementation of Responsible Business Strategy, including project work on Sustainability, Environmental, Social and Governance related matters. Lead on governance arrangements (including organising and minuting meetings) for various Boards, Board Committees, Management Committees and overseas entities. Lead on responding to routine enquiries from the business relating to directorships, due diligence and other governance matters. Complete Company Secretarial administration and filings in a timely manner, including but not limited to updating company records and structure charts, making Companies House filings, minuting meetings, drafting resolutions, drafting reports, annual Director and Senior Manager declaration and conflicts processes, signing and filing of annual returns and financial statements, policies and procedures, terms of reference. Lead on specialist projects, including but not limited to mergers and acquisitions, share capital reductions, company wind ups, drafting governance resources, Board and Committee Effectiveness Reviews, Director onboarding and training. Our must-haves: Strong minute-taking skills with a proven history of effective minute-taking. Strong interest in governance related matters, including but not limited to Responsible Business, Sustainability, Environmental, Social and Governance related matters. Extensive Company Secretarial experience, preferably in an insurance or financial services firm. Experience with Corporate transactions including but not limited to mergers and acquisitions, share capital reductions, company wind ups. Associate of The Chartered Governance Institute UK and Ireland status or higher level; or similar level of legal training. Strong written and spoken communication skills in the English language. Strong IT (Microsoft Office) skills including Word, Excel, Powerpoint and Outlook. Experience with Company Secretarial software such as Diligent Blueprint, and Electronic Board pack software. A high level of integrity and discretion at all times. A desire to and develop their skills and expertise in this role. What's in it for you? A great starting salary plus annual bonus & strong benefits package 25 days paid holiday plus Bank Holidays, with the opportunity to buy / sell extra leave Fantastic company pension scheme, private medical and dental cover, life assurance, travel insurance cover, income protection, season ticket loan as well as other great benefits on offer There are countless opportunities to learn new skills and develop in your career and we can provide the support needed to do just that!
Apr 15, 2024
Full time
Deputy Company Secretary - Specialty Insurance Hybrid/London £Excellent + Exceptional benefits + 25% bonus We are looking for a Deputy Company Secretary to join the team and support operations. What part will yo play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at here gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The opportunity: We are seeking a dynamic and experienced Deputy Company Secretary to join our team. The Deputy Company Secretary will work closely with the Company Secretary to ensure that the company complies with statutory and regulatory requirements and maintains high standards of corporate governance. Using your experience to work closely with senior stakeholders and the business, you will be an integral part to the smooth running of the day to day. What you'll be doing: Support Company Secretary with execution and implementation of Responsible Business Strategy, including project work on Sustainability, Environmental, Social and Governance related matters. Lead on governance arrangements (including organising and minuting meetings) for various Boards, Board Committees, Management Committees and overseas entities. Lead on responding to routine enquiries from the business relating to directorships, due diligence and other governance matters. Complete Company Secretarial administration and filings in a timely manner, including but not limited to updating company records and structure charts, making Companies House filings, minuting meetings, drafting resolutions, drafting reports, annual Director and Senior Manager declaration and conflicts processes, signing and filing of annual returns and financial statements, policies and procedures, terms of reference. Lead on specialist projects, including but not limited to mergers and acquisitions, share capital reductions, company wind ups, drafting governance resources, Board and Committee Effectiveness Reviews, Director onboarding and training. Our must-haves: Strong minute-taking skills with a proven history of effective minute-taking. Strong interest in governance related matters, including but not limited to Responsible Business, Sustainability, Environmental, Social and Governance related matters. Extensive Company Secretarial experience, preferably in an insurance or financial services firm. Experience with Corporate transactions including but not limited to mergers and acquisitions, share capital reductions, company wind ups. Associate of The Chartered Governance Institute UK and Ireland status or higher level; or similar level of legal training. Strong written and spoken communication skills in the English language. Strong IT (Microsoft Office) skills including Word, Excel, Powerpoint and Outlook. Experience with Company Secretarial software such as Diligent Blueprint, and Electronic Board pack software. A high level of integrity and discretion at all times. A desire to and develop their skills and expertise in this role. What's in it for you? A great starting salary plus annual bonus & strong benefits package 25 days paid holiday plus Bank Holidays, with the opportunity to buy / sell extra leave Fantastic company pension scheme, private medical and dental cover, life assurance, travel insurance cover, income protection, season ticket loan as well as other great benefits on offer There are countless opportunities to learn new skills and develop in your career and we can provide the support needed to do just that!
International Tax Senior Manager page is loaded International Tax Senior Manager Apply remote type Onsite locations London - UK time type Full time posted on Posted Yesterday job requisition id JR07351 The role We are looking for an International Tax Senior Manager to oversee global tax matters including Transfer Pricing, M&A activity, business partnering and new projects such as BEPS 2.0. Reporting to the Head of Tax and working with the Group Tax Manager, the role will be suited for someone who is comfortable leading projects, an effective leader and someone who is able to interact with Management and various teams on a regular basis. To be successful, the candidate must have demonstrated tax technical knowledge and a practical approach, with experience advising and project managing multi-territory business initiatives and multi-party transactions. Responsibilities: In this role you will: Be involved in all tax planning, structuring and compliance related to acquisitions and integrating the business into our business model; Work with external advisers to complete due diligence reviews as part of M&A processes; Lead the business with any group rationalisations; Review corporate income tax provisions for multiple entities; Lead the businesses processes for CbC reporting and BEPS 2.0 modelling; Assist with managing indirect and withholding tax compliance. We are looking for someone who is a self-starter, effective leader, strong communicator, hardworking and able to interact with management and various teams on a daily/regular basis. This candidate must be focused, intelligent, dependable, and able to have manage multiple tasks at the same time. What you bring: Professional qualification in Tax or Accounting; A mixture of professional services and in-house tax experience preferred with the ability to work autonomously; Minimum of 7 years of relevant experience with at least 3 years of managerial experience; Strong international tax and transfer pricing experience and the ability to build tax models using Microsoft Excel; Successfully managed complex global projects and demonstrated experience with multiple tax jurisdictions; Experience in working on M&A transactions, due diligence, or IPO-readiness is preferred; Team player with ability to work with individuals across functions and culture, and from all levels within the organization. About Us Company Background Planet provides integrated software, payment and technology solutions for its customers in the Hospitality and Retail sectors and worldwide via a network of global Financial Services Partners. Founded over 35 years ago, we have evolved our services, delivering an innovative digital commerce platform that puts customer experience first. With headquarters in London and around 3,000 expert employees located across six continents we serve customers in over 120 markets.
Apr 15, 2024
Full time
International Tax Senior Manager page is loaded International Tax Senior Manager Apply remote type Onsite locations London - UK time type Full time posted on Posted Yesterday job requisition id JR07351 The role We are looking for an International Tax Senior Manager to oversee global tax matters including Transfer Pricing, M&A activity, business partnering and new projects such as BEPS 2.0. Reporting to the Head of Tax and working with the Group Tax Manager, the role will be suited for someone who is comfortable leading projects, an effective leader and someone who is able to interact with Management and various teams on a regular basis. To be successful, the candidate must have demonstrated tax technical knowledge and a practical approach, with experience advising and project managing multi-territory business initiatives and multi-party transactions. Responsibilities: In this role you will: Be involved in all tax planning, structuring and compliance related to acquisitions and integrating the business into our business model; Work with external advisers to complete due diligence reviews as part of M&A processes; Lead the business with any group rationalisations; Review corporate income tax provisions for multiple entities; Lead the businesses processes for CbC reporting and BEPS 2.0 modelling; Assist with managing indirect and withholding tax compliance. We are looking for someone who is a self-starter, effective leader, strong communicator, hardworking and able to interact with management and various teams on a daily/regular basis. This candidate must be focused, intelligent, dependable, and able to have manage multiple tasks at the same time. What you bring: Professional qualification in Tax or Accounting; A mixture of professional services and in-house tax experience preferred with the ability to work autonomously; Minimum of 7 years of relevant experience with at least 3 years of managerial experience; Strong international tax and transfer pricing experience and the ability to build tax models using Microsoft Excel; Successfully managed complex global projects and demonstrated experience with multiple tax jurisdictions; Experience in working on M&A transactions, due diligence, or IPO-readiness is preferred; Team player with ability to work with individuals across functions and culture, and from all levels within the organization. About Us Company Background Planet provides integrated software, payment and technology solutions for its customers in the Hospitality and Retail sectors and worldwide via a network of global Financial Services Partners. Founded over 35 years ago, we have evolved our services, delivering an innovative digital commerce platform that puts customer experience first. With headquarters in London and around 3,000 expert employees located across six continents we serve customers in over 120 markets.
The Recruitment Co are currently recruiting for a Compliance Administrator to work for an established, growing business in the Blackpool area. Compliance Administrator salary: 23,000 - 24,000 (depending on experience) Compliance Administrator hours: 8.30am - 5pm Monday to Friday (37.5 hours per week) Compliance Administrator company benefits: Onsite Free Car Parking Pension Contribution Scheme Share Incentive Plan Private Medical Insurance Medical Cash Plan Life Assurance Income Protection Scheme 25 Holiday days + Bank Holidays Cycle to Work Scheme Compliance Administrator Summary/ Job Purpose: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. To review and assess existing clients to ensure that the client due diligence held on file is up to date, accurate and that the appropriate CDD/ EDD is recorded and retained on file. To ensure all activities are in accordance with all relevant laws, regulations and guidance notes relating to client due diligence and the prevention of financial crime. To be constantly alert to any risk or proposed action which may expose the company to adverse reaction or censure. To always act in a professional manner and in the best interests of the company and to promote a good impression of the company, department, and the roles undertaken therein, to all clients, including external clients and other departments of the company. Compliance Administrator Roles and responsibilities: Work with the CDD Monitoring Manager, with reference to members of the Financial Crime Team where necessary, in the completion of an account periodic review. To perform periodic reviews of existing clients in line with the client's risk rating. For example, High Risk client reviews are performed annually. To ensure that client due diligence, including a full understanding of a client's overall wealth and source of fund is held on file, is up to date, accurate and in line with our AML responsibilities. To collect missing information (by writing to clients and/or speaking to Execs) and chasing any requested information. To perform electronic screening refreshes to ensure there are no changes to possible PEP, RCA, Sanctioned and/ or adverse media exposure that may pose a risk to the firm. To perform a review of when a trigger event is received, for example ensuring we have the correct DD on file for change of address/ change of name/ change of ownership etc. To refresh the client risk assessment to ensure that the appropriate level of due diligence has been applied. To perform adhoc AML reviews where escalations have been made from across the business, including AML onboarding following certain trigger events. To seek appropriate management approvals to continue with a business relationship. To ensure that the account structure is correctly documented in Avaloq and that all parties are correctly stored in Avaloq (so as to ensure that they are covered in our overnight screening). To investigate overnight screening alerts to establish if there are any changes to a client status including PEP/ RCA/ Sanctions and/ or adverse media. Where a positive match is identified to escalate to the Senior CDD Manager/ Financial Crime Compliance. To perform live payment monitoring to ensure activity is line with what the firm knows about the client and obtain relevant Due Diligence documentation. To perform post transaction monitoring to ensure activity is in line with that the firm knows about the client and obtain relevant Due Diligence documentation. Contribute to ad hoc projects relating to CDD/EDD, including client remediations. Undertake technical or any other relevant training as and when required. Be proactive in developing your knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills. If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on (phone number removed), or drop me a message on LinkedIn - (url removed)/in/harry-greenhalgh/ and I will be happy to discuss further! The Recruitment Co are an equal opportunities employer. CPBlackpoolOther The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace.
Apr 13, 2024
Full time
The Recruitment Co are currently recruiting for a Compliance Administrator to work for an established, growing business in the Blackpool area. Compliance Administrator salary: 23,000 - 24,000 (depending on experience) Compliance Administrator hours: 8.30am - 5pm Monday to Friday (37.5 hours per week) Compliance Administrator company benefits: Onsite Free Car Parking Pension Contribution Scheme Share Incentive Plan Private Medical Insurance Medical Cash Plan Life Assurance Income Protection Scheme 25 Holiday days + Bank Holidays Cycle to Work Scheme Compliance Administrator Summary/ Job Purpose: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. To review and assess existing clients to ensure that the client due diligence held on file is up to date, accurate and that the appropriate CDD/ EDD is recorded and retained on file. To ensure all activities are in accordance with all relevant laws, regulations and guidance notes relating to client due diligence and the prevention of financial crime. To be constantly alert to any risk or proposed action which may expose the company to adverse reaction or censure. To always act in a professional manner and in the best interests of the company and to promote a good impression of the company, department, and the roles undertaken therein, to all clients, including external clients and other departments of the company. Compliance Administrator Roles and responsibilities: Work with the CDD Monitoring Manager, with reference to members of the Financial Crime Team where necessary, in the completion of an account periodic review. To perform periodic reviews of existing clients in line with the client's risk rating. For example, High Risk client reviews are performed annually. To ensure that client due diligence, including a full understanding of a client's overall wealth and source of fund is held on file, is up to date, accurate and in line with our AML responsibilities. To collect missing information (by writing to clients and/or speaking to Execs) and chasing any requested information. To perform electronic screening refreshes to ensure there are no changes to possible PEP, RCA, Sanctioned and/ or adverse media exposure that may pose a risk to the firm. To perform a review of when a trigger event is received, for example ensuring we have the correct DD on file for change of address/ change of name/ change of ownership etc. To refresh the client risk assessment to ensure that the appropriate level of due diligence has been applied. To perform adhoc AML reviews where escalations have been made from across the business, including AML onboarding following certain trigger events. To seek appropriate management approvals to continue with a business relationship. To ensure that the account structure is correctly documented in Avaloq and that all parties are correctly stored in Avaloq (so as to ensure that they are covered in our overnight screening). To investigate overnight screening alerts to establish if there are any changes to a client status including PEP/ RCA/ Sanctions and/ or adverse media. Where a positive match is identified to escalate to the Senior CDD Manager/ Financial Crime Compliance. To perform live payment monitoring to ensure activity is line with what the firm knows about the client and obtain relevant Due Diligence documentation. To perform post transaction monitoring to ensure activity is in line with that the firm knows about the client and obtain relevant Due Diligence documentation. Contribute to ad hoc projects relating to CDD/EDD, including client remediations. Undertake technical or any other relevant training as and when required. Be proactive in developing your knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills. If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on (phone number removed), or drop me a message on LinkedIn - (url removed)/in/harry-greenhalgh/ and I will be happy to discuss further! The Recruitment Co are an equal opportunities employer. CPBlackpoolOther The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace.
London or Malta hybrid working environment Weavr is the easiest way for businesses, and the safest way for banks, to embed relevant financial services into software at the point of need. Founded by serial entrepreneurs who are leaders in the fields of payments and fintech, we're a team of 100+ can-do builders who are at the frontier of the embedded-finance industry. The team is characterised by smart, kind and high-performing experts who offer and ask for respect, openness and trust. Weavr is still small enough to feel tight-knit but operates and communicates at the level of a more mature organisation. This role & opportunity We're seeking a dynamic Product leader to spearhead the delivery of our identity, compliance and risk propositions, features, and capabilities within our Embedded Finance offering. As a pivotal member of the Product Management team, you'll play a central role in shaping our product strategy and delivering commercially attractive features and capabilities that delight our customers. You will lead a team that is critical to building our compliance advantage and pivotal to delivering great end customer experiences, with accountability for areas such as onboarding, authentication and financial crime prevention. Your role entails synthesising customer needs, setting product outcomes and metrics, defining innovative features, and crafting value propositions. You'll lead customer-centric roadmap development and collaborate closely on go-to-market strategies. In product delivery, you'll formulate and evaluate solutions aligned with business objectives, leading projects to meet specific needs while ensuring effective communication and management across diverse stakeholder groups. We're offering a fantastic opportunity to spearhead Embedded Finance initiatives at the forefront of innovation. Responsibilities: Product Strategy: Synthesis and articulation of customer needs; Definition of new products features and capabilities, as well as associated customer value propositions, including pricing analysis and competitive positioning. Define and lead the delivery of customer value, feature and capability roadmaps. Drive go-to-market definition and sales enablement, working closely with Product Marketing and Sales; Product Delivery: Solution options formulation, evaluation and recommendation; Lead delivery projects to meet business and customer needs, prioritising, sequencing and delivering fit-for-purpose solutions. Communicate effectively with team members and stakeholders to achieve required business and customer outcomes; Engage cross functionally to balance customer needs, business priorities and delivery constraints; Contribution to the establishment of Product best practices across the group. About You The section below describes our "ideal candidate." However, our hiring process places a strong emphasis on aptitude and passion. If you haven't used every specific tool or haven't met all the skill and experience criteria listed, please don't let that discourage you from applying. We highly value potential and dedication over a rigid checklist of qualifications. However, it's important to note that domain experience in Customer Due Diligence (KYB), Authentication, working with regulated infrastructure (e.g. Payments) or Compliance and Risk Operations will be looking upon favourably. Required skills: Critical Analysis: Analysing market trends and competitor strategies enables informed decision-making, keeping Weavr ahead of industry shifts. Problem Solving: Quick and effective resolution of challenges maintains momentum in product development and deployment. Communication and Presentation: Clear communication and compelling presentations align stakeholders and promote support for product initiatives. Influence: The ability to inspire confidence and alignment among teams fosters collaboration and drives innovation. Strategic and Operational Leadership: Balancing long-term vision with day-to-day operations guides product evolution in line with organisational goals. Team Management (Virtual and Remote) : Effectively leading dispersed teams ensures collaboration and productivity in remote work environments. People Development : Work with team members to ensure they have the right support and environment to excel and grow. Planning, Coordination & Organisation : Meticulous planning and organisation are essential for successful product launches and updates. What's in it for you Competitive salary regularly benchmarked against industry standards. Flexible working environment: hybrid & remote-friendly Private health insurance Commitment to equal opportunity, diversity & inclusion All qualified applicants will receive consideration for employment without regard to race, colour, age, religion, sex, sexual orientation, gender identity/expression, national origin, disability. We are a diverse and inclusive team, and we actively seek to recruit people with different backgrounds and experiences. More about Weavr Since our establishment in late 2020, our innovative approach has earned significant support, including a US$40 million Series A funding round led by Tiger Global in 2022, along with participation from notable investors such as Mubadala Capital, Latitude, QED Investors, Anthemis, Headline, and Seedcamp. We've also snagged a bunch of industry awards along the way! Join us on our mission to make embedding financial services easy and secure for businesses and banks alike. Together, we'll create a future where finance is seamlessly woven into the digital fabric of everyday life.
Apr 12, 2024
Full time
London or Malta hybrid working environment Weavr is the easiest way for businesses, and the safest way for banks, to embed relevant financial services into software at the point of need. Founded by serial entrepreneurs who are leaders in the fields of payments and fintech, we're a team of 100+ can-do builders who are at the frontier of the embedded-finance industry. The team is characterised by smart, kind and high-performing experts who offer and ask for respect, openness and trust. Weavr is still small enough to feel tight-knit but operates and communicates at the level of a more mature organisation. This role & opportunity We're seeking a dynamic Product leader to spearhead the delivery of our identity, compliance and risk propositions, features, and capabilities within our Embedded Finance offering. As a pivotal member of the Product Management team, you'll play a central role in shaping our product strategy and delivering commercially attractive features and capabilities that delight our customers. You will lead a team that is critical to building our compliance advantage and pivotal to delivering great end customer experiences, with accountability for areas such as onboarding, authentication and financial crime prevention. Your role entails synthesising customer needs, setting product outcomes and metrics, defining innovative features, and crafting value propositions. You'll lead customer-centric roadmap development and collaborate closely on go-to-market strategies. In product delivery, you'll formulate and evaluate solutions aligned with business objectives, leading projects to meet specific needs while ensuring effective communication and management across diverse stakeholder groups. We're offering a fantastic opportunity to spearhead Embedded Finance initiatives at the forefront of innovation. Responsibilities: Product Strategy: Synthesis and articulation of customer needs; Definition of new products features and capabilities, as well as associated customer value propositions, including pricing analysis and competitive positioning. Define and lead the delivery of customer value, feature and capability roadmaps. Drive go-to-market definition and sales enablement, working closely with Product Marketing and Sales; Product Delivery: Solution options formulation, evaluation and recommendation; Lead delivery projects to meet business and customer needs, prioritising, sequencing and delivering fit-for-purpose solutions. Communicate effectively with team members and stakeholders to achieve required business and customer outcomes; Engage cross functionally to balance customer needs, business priorities and delivery constraints; Contribution to the establishment of Product best practices across the group. About You The section below describes our "ideal candidate." However, our hiring process places a strong emphasis on aptitude and passion. If you haven't used every specific tool or haven't met all the skill and experience criteria listed, please don't let that discourage you from applying. We highly value potential and dedication over a rigid checklist of qualifications. However, it's important to note that domain experience in Customer Due Diligence (KYB), Authentication, working with regulated infrastructure (e.g. Payments) or Compliance and Risk Operations will be looking upon favourably. Required skills: Critical Analysis: Analysing market trends and competitor strategies enables informed decision-making, keeping Weavr ahead of industry shifts. Problem Solving: Quick and effective resolution of challenges maintains momentum in product development and deployment. Communication and Presentation: Clear communication and compelling presentations align stakeholders and promote support for product initiatives. Influence: The ability to inspire confidence and alignment among teams fosters collaboration and drives innovation. Strategic and Operational Leadership: Balancing long-term vision with day-to-day operations guides product evolution in line with organisational goals. Team Management (Virtual and Remote) : Effectively leading dispersed teams ensures collaboration and productivity in remote work environments. People Development : Work with team members to ensure they have the right support and environment to excel and grow. Planning, Coordination & Organisation : Meticulous planning and organisation are essential for successful product launches and updates. What's in it for you Competitive salary regularly benchmarked against industry standards. Flexible working environment: hybrid & remote-friendly Private health insurance Commitment to equal opportunity, diversity & inclusion All qualified applicants will receive consideration for employment without regard to race, colour, age, religion, sex, sexual orientation, gender identity/expression, national origin, disability. We are a diverse and inclusive team, and we actively seek to recruit people with different backgrounds and experiences. More about Weavr Since our establishment in late 2020, our innovative approach has earned significant support, including a US$40 million Series A funding round led by Tiger Global in 2022, along with participation from notable investors such as Mubadala Capital, Latitude, QED Investors, Anthemis, Headline, and Seedcamp. We've also snagged a bunch of industry awards along the way! Join us on our mission to make embedding financial services easy and secure for businesses and banks alike. Together, we'll create a future where finance is seamlessly woven into the digital fabric of everyday life.
SLR's busy Land & Water team has an exciting opportunity for Geochemists at Principal level to join us. You will contribute a combination of project execution and delivery, and business development activities. The position can be flexible to office locations across the UK. SLR offer flexible, agile and hybrid working which enables staff to tailor hours worked around core hours, and our family friendly policies help balance the needs of professional and family life. About the role You will provide input to development of site investigations including sampling programmes, analytical suite, standard operating procedures etc. You will adept at developing and assessing output hydrochemical models and completing risk assessments. You will apply your knowledge and application of H&S tools including the production of risk assessments and supervising staff is essential. You will be able to work independently and within a team to deliver projects and help to develop new and existing business. You will act as a project manager, write proposals and manage client relationships. You will help to provide workload to others in the geochemistry team and will be expected to mentor and coach others. You may also be required to undertake independent peer reviews as part of, or sperate, from Due Diligence projects. You will keep abreast of technical innovation and work with the technical leader to bring this aspect to our team and our clients. Experience of relevant international and local (UK / EU) technical guidance in the mining, land quality and waste characterisation is an important aspect of the role. You will work alongside our Mine Water and Mine Waste Engineering team on a range of international mining projects as well as Waste Management and Land Quality teams on UK and EU projects. You will engage with SLR staff in disciplines including the Advisory, Environmental Management and Compliance, Engineering and Environmental Specialist Services Groups. The role will involve travel across the UK, Europe and internationally, and it is likely that you will advise or support other members of the team working abroad. About You You will have a relevant first degree and postgraduate geochemical or related qualification and be working toward or being registered as Chartered through an UK recognised organisation or equivalent overseas organisation. You will also be working towards or being registered as Qualified Person (Claire Code of Practise), Suitably Qualified Person (through NQMS) or Specialist in Land Condition (SiLC) or similar Demonstrating experience and technical competence as a geochemist and/or hydrochemist in the consulting environment you would have worked in relevant industries (including but not restricted to) the mining sector and waste management. Experience in land quality (Contaminated land) and groundwater chemistry would be beneficial. Proven knowledge and application of geochemical modelling using bespoke software and the use and interpretation of water quality modelling tools is beneficial. Proven project management skills using online tools and the ability to manage projects and staff financially is required. As a senior position you will be able to demonstrate business development capabilities associated with geochemistry and or hydrochemistry work. SLR has a thriving mentoring scheme and experience in mentoring technical staff would also be expected. Your position would also mean you will require experience of being the technical lead on a project with the ability to supply technology transfer to others in the Land and Water Team. Must have a full current driving licence valid in the UK and there will also be an opportunity to travel internationally with the role when opportunities require. About SLR SLR are global leaders in environmental and advisory solutions helping our clients achieve their sustainability goals. We are a consultancy with over 3400+ staff across 6 regions - including over 1200 staff across Europe. SLR's 'one team' culture is at the heart of our business; providing a collaborative and supportive environment for professional development. Along with competitive salaries, our staff enjoy a comprehensive benefits package including a company pension and healthcare offering, travel and life insurance, critical illness cover and a structured career framework with regular reviews offering outstanding opportunities for progression. Alongside 25 day's annual leave. The geochemistry team undertake a wide variety of work and have produced innovative solutions to complex problems, many of which have been published in the scientific community. Fields where our skills sets are a differentiator include mining, waste management and contaminated land studies. Diversity, Equity, and Inclusion at SLR We are committed to being an equal opportunities employer, and our expectations go beyond purely complying with legislation. Through our Regional DE&I Committees, Global Council and Employee Networks, we foster an inclusive environment where all individuals regardless of their background can thrive. We welcome applications from all individuals, regardless of their background, including those from groups that are currently underrepresented at SLR, such as: LGBTQ+ people, ethic minority groups, women, and individuals with visible or invisible disabilities, including those who are neurodivergent. For more information on our commitment to DE&I, and the great work we are doing, please click here: and scroll to the bottom of the page. To apply If you are interested in this opportunity, we'd love to hear from you, so click apply or you can submit your application at: Should you require any special adjustments throughout the recruitment process with us, please let us know. As a Disability Confident Committed employer, we seek to ensure all applicants have equitable support when applying to SLR.
Apr 11, 2024
Full time
SLR's busy Land & Water team has an exciting opportunity for Geochemists at Principal level to join us. You will contribute a combination of project execution and delivery, and business development activities. The position can be flexible to office locations across the UK. SLR offer flexible, agile and hybrid working which enables staff to tailor hours worked around core hours, and our family friendly policies help balance the needs of professional and family life. About the role You will provide input to development of site investigations including sampling programmes, analytical suite, standard operating procedures etc. You will adept at developing and assessing output hydrochemical models and completing risk assessments. You will apply your knowledge and application of H&S tools including the production of risk assessments and supervising staff is essential. You will be able to work independently and within a team to deliver projects and help to develop new and existing business. You will act as a project manager, write proposals and manage client relationships. You will help to provide workload to others in the geochemistry team and will be expected to mentor and coach others. You may also be required to undertake independent peer reviews as part of, or sperate, from Due Diligence projects. You will keep abreast of technical innovation and work with the technical leader to bring this aspect to our team and our clients. Experience of relevant international and local (UK / EU) technical guidance in the mining, land quality and waste characterisation is an important aspect of the role. You will work alongside our Mine Water and Mine Waste Engineering team on a range of international mining projects as well as Waste Management and Land Quality teams on UK and EU projects. You will engage with SLR staff in disciplines including the Advisory, Environmental Management and Compliance, Engineering and Environmental Specialist Services Groups. The role will involve travel across the UK, Europe and internationally, and it is likely that you will advise or support other members of the team working abroad. About You You will have a relevant first degree and postgraduate geochemical or related qualification and be working toward or being registered as Chartered through an UK recognised organisation or equivalent overseas organisation. You will also be working towards or being registered as Qualified Person (Claire Code of Practise), Suitably Qualified Person (through NQMS) or Specialist in Land Condition (SiLC) or similar Demonstrating experience and technical competence as a geochemist and/or hydrochemist in the consulting environment you would have worked in relevant industries (including but not restricted to) the mining sector and waste management. Experience in land quality (Contaminated land) and groundwater chemistry would be beneficial. Proven knowledge and application of geochemical modelling using bespoke software and the use and interpretation of water quality modelling tools is beneficial. Proven project management skills using online tools and the ability to manage projects and staff financially is required. As a senior position you will be able to demonstrate business development capabilities associated with geochemistry and or hydrochemistry work. SLR has a thriving mentoring scheme and experience in mentoring technical staff would also be expected. Your position would also mean you will require experience of being the technical lead on a project with the ability to supply technology transfer to others in the Land and Water Team. Must have a full current driving licence valid in the UK and there will also be an opportunity to travel internationally with the role when opportunities require. About SLR SLR are global leaders in environmental and advisory solutions helping our clients achieve their sustainability goals. We are a consultancy with over 3400+ staff across 6 regions - including over 1200 staff across Europe. SLR's 'one team' culture is at the heart of our business; providing a collaborative and supportive environment for professional development. Along with competitive salaries, our staff enjoy a comprehensive benefits package including a company pension and healthcare offering, travel and life insurance, critical illness cover and a structured career framework with regular reviews offering outstanding opportunities for progression. Alongside 25 day's annual leave. The geochemistry team undertake a wide variety of work and have produced innovative solutions to complex problems, many of which have been published in the scientific community. Fields where our skills sets are a differentiator include mining, waste management and contaminated land studies. Diversity, Equity, and Inclusion at SLR We are committed to being an equal opportunities employer, and our expectations go beyond purely complying with legislation. Through our Regional DE&I Committees, Global Council and Employee Networks, we foster an inclusive environment where all individuals regardless of their background can thrive. We welcome applications from all individuals, regardless of their background, including those from groups that are currently underrepresented at SLR, such as: LGBTQ+ people, ethic minority groups, women, and individuals with visible or invisible disabilities, including those who are neurodivergent. For more information on our commitment to DE&I, and the great work we are doing, please click here: and scroll to the bottom of the page. To apply If you are interested in this opportunity, we'd love to hear from you, so click apply or you can submit your application at: Should you require any special adjustments throughout the recruitment process with us, please let us know. As a Disability Confident Committed employer, we seek to ensure all applicants have equitable support when applying to SLR.
ROLE PURPOSE: The Regional Finance Leader will be responsible for financial management of the Central Europe, Eastern Europe and Owned Stores business channels and provides day-to-day and strategic financial support to the Regional Heads of Sales for Central Europe Strategic partnerships, the Heads of Sales for the European Owned Stores, and the Regional Head of Eastern Europe. Principally this will mean managing Channel P&Ls, monthly financial reporting and analysis, budgeting and forecasting, due diligence on new initiatives and business opportunities, financial modelling, pricing, sales incentives, margin review, and creation and maintenance of dashboards indicating financial performance, agent performance and general business trends. In addition to this, the role will assist with the financial safety and soundness oversight including operational resilience within the company's regulatory framework and ensure the Global Finance functions deliver the services and support required by the Sales Channels/Region. The role reports to the Head of Financial, Planning & Analysis - Europe, Russia, and CIS. ACCOUNTABILITIES: Provide guidance and support to the Regional Heads of Sales for Central Europe Strategic partnerships, the Heads of Sales for the European Owned Stores and the Regional Head of Eastern Europe, the wider channel teams, and Global Finance teams in financial matters, to assist in achieving channel and regional objectives, Conducts monthly reporting and insightful analysis for review with Channel and Regional teams and Global finance teams, Drives the forecast and budget processes that link into the corporate planning requirements and deadlines. Strong presentation of budget plans with emphasis on revenue and profitability management, Preparation of regulated entity board meeting material including Safety and Soundness reviews, financial resilience reviews, financials stress testing, capital adequacy tracking and safeguarding funds management, Performs business case analysis and due diligence on new initiatives and business opportunities for the region, Financial tracking of key business initiatives, Creates insightful reports and analytics that can eventually translate into action with focus on the big picture and higher value at stake, Prepares comprehensive financial and general business presentations that reflect strong strategic thinking and analysis, Summarizes and presents key findings, recommendations, opportunities, and risks to senior leadership & functional teams, Collaborates with other finance peers to understand costs allocated to the designated business unit, direct expenses, and headcount, Guides decisions related to the pricing of product and services, deal structure and revenue recognition, Provide cross Channel and Regional co-ordination and guidance for reporting, new business activity and Investment approvals at a corporate level, Work with centralized reporting teams to ensure that they provide adequate daily/monthly reporting for your specific region, Ensure that local finance requirements are communicated to and actioned by the Global functional teams: Treasury: assist in the relationships with local bank partners. Co-ordinate with global treasury centres in Dallas and London to assist with local banking relationships and Central Bank requirements as needed, Accounting: may need to assist in audits, review and submission of statutory, local GAAP and fiscal reports and tax returns. Coordinate with Global Accounting department on appropriate accounting treatment for any financial transactions, Settlement and Commissions: assist with oversight and management of prefunding and commission settlement of the agent network, Assist with the preparation and/or periodic updating of internal control and risk management documentation and flows, Provide input and support to the Head of Financial, Planning & Analysis - Europe, Russia and CIS Europe as required on ad hoc initiatives, Perform Other Duties as required. SCOPE/CONTEXT: Reports to Head of Financial, Planning & Analysis, Europe - Russia and CIS Interacts closely with business Regional Heads of Sales for Central Europe Strategic partnerships, the Heads of Sales for the European Owned Stores and the Regional Head of Eastern Europe and wider teams within territory Interacts with cross-entity stakeholders and process-owner service oversight and monitoring for outsourced processes Interacts closely with central finance functions in the organisation Interacts with senior business personnel throughout the organisation and with other regional offices as required Some travel may be required. Qualifications QUALIFICATIONS, EXPERIENCE & SKILLS: Fluent English required Proven experience in Finance or FP&A environment (7-10 years) - qualified accountant/professional body affiliation preferred Strong understanding of regulatory framework in financial services and for payment institutions in particular Strong and proven business partnering and relationship building skills Self-driven individual with proven track record working in high growth fast paced environment Must possess strong quantitative and analytical skills with ability to adapt skills to a wide variety of changing analytical situations Excellent ability to interpret financial results and business indicators to identify trends and opportunities Proven experience in building financial models (e.g., pricing, market elasticity, scenario analysis, market analysis, valuation) and using these models to drive and improve business results Clear, concise oral and written communication skills with the ability to interact and present with all levels within an organization Strong organisational skills, ability to manage conflicting priorities and co-ordinate several tasks simultaneously Must have a strong desire to succeed in a very dynamic environment Demonstrated experience in implementing process improvement to business planning, forecasting and management reporting activities Proficiency in Microsoft Office applications is a must - Excel, Word, PowerPoint Working knowledge of databases is required (Essbase, Oracle EBS and Cognos Analytics) Ability to deliver under pressure and tight deadlines while engaging in effective dialogue aimed at delivering results Ability to delegate work assignments, empower others and gives authority to work independently, set expectations and monitor delegated activities. Primary Location: United Kingdom-ENG-London Work Locations: GB_Corp_London_Queen Victoria Street 85 Senator House, 1st Floor 85 Queen Victoria Street London EC4V 4AB Job: Financial Planning & Analysis Organization: Finance : Full-time Job Posting: Aug 24, 2022, 11:01:19 AM
Sep 24, 2022
Full time
ROLE PURPOSE: The Regional Finance Leader will be responsible for financial management of the Central Europe, Eastern Europe and Owned Stores business channels and provides day-to-day and strategic financial support to the Regional Heads of Sales for Central Europe Strategic partnerships, the Heads of Sales for the European Owned Stores, and the Regional Head of Eastern Europe. Principally this will mean managing Channel P&Ls, monthly financial reporting and analysis, budgeting and forecasting, due diligence on new initiatives and business opportunities, financial modelling, pricing, sales incentives, margin review, and creation and maintenance of dashboards indicating financial performance, agent performance and general business trends. In addition to this, the role will assist with the financial safety and soundness oversight including operational resilience within the company's regulatory framework and ensure the Global Finance functions deliver the services and support required by the Sales Channels/Region. The role reports to the Head of Financial, Planning & Analysis - Europe, Russia, and CIS. ACCOUNTABILITIES: Provide guidance and support to the Regional Heads of Sales for Central Europe Strategic partnerships, the Heads of Sales for the European Owned Stores and the Regional Head of Eastern Europe, the wider channel teams, and Global Finance teams in financial matters, to assist in achieving channel and regional objectives, Conducts monthly reporting and insightful analysis for review with Channel and Regional teams and Global finance teams, Drives the forecast and budget processes that link into the corporate planning requirements and deadlines. Strong presentation of budget plans with emphasis on revenue and profitability management, Preparation of regulated entity board meeting material including Safety and Soundness reviews, financial resilience reviews, financials stress testing, capital adequacy tracking and safeguarding funds management, Performs business case analysis and due diligence on new initiatives and business opportunities for the region, Financial tracking of key business initiatives, Creates insightful reports and analytics that can eventually translate into action with focus on the big picture and higher value at stake, Prepares comprehensive financial and general business presentations that reflect strong strategic thinking and analysis, Summarizes and presents key findings, recommendations, opportunities, and risks to senior leadership & functional teams, Collaborates with other finance peers to understand costs allocated to the designated business unit, direct expenses, and headcount, Guides decisions related to the pricing of product and services, deal structure and revenue recognition, Provide cross Channel and Regional co-ordination and guidance for reporting, new business activity and Investment approvals at a corporate level, Work with centralized reporting teams to ensure that they provide adequate daily/monthly reporting for your specific region, Ensure that local finance requirements are communicated to and actioned by the Global functional teams: Treasury: assist in the relationships with local bank partners. Co-ordinate with global treasury centres in Dallas and London to assist with local banking relationships and Central Bank requirements as needed, Accounting: may need to assist in audits, review and submission of statutory, local GAAP and fiscal reports and tax returns. Coordinate with Global Accounting department on appropriate accounting treatment for any financial transactions, Settlement and Commissions: assist with oversight and management of prefunding and commission settlement of the agent network, Assist with the preparation and/or periodic updating of internal control and risk management documentation and flows, Provide input and support to the Head of Financial, Planning & Analysis - Europe, Russia and CIS Europe as required on ad hoc initiatives, Perform Other Duties as required. SCOPE/CONTEXT: Reports to Head of Financial, Planning & Analysis, Europe - Russia and CIS Interacts closely with business Regional Heads of Sales for Central Europe Strategic partnerships, the Heads of Sales for the European Owned Stores and the Regional Head of Eastern Europe and wider teams within territory Interacts with cross-entity stakeholders and process-owner service oversight and monitoring for outsourced processes Interacts closely with central finance functions in the organisation Interacts with senior business personnel throughout the organisation and with other regional offices as required Some travel may be required. Qualifications QUALIFICATIONS, EXPERIENCE & SKILLS: Fluent English required Proven experience in Finance or FP&A environment (7-10 years) - qualified accountant/professional body affiliation preferred Strong understanding of regulatory framework in financial services and for payment institutions in particular Strong and proven business partnering and relationship building skills Self-driven individual with proven track record working in high growth fast paced environment Must possess strong quantitative and analytical skills with ability to adapt skills to a wide variety of changing analytical situations Excellent ability to interpret financial results and business indicators to identify trends and opportunities Proven experience in building financial models (e.g., pricing, market elasticity, scenario analysis, market analysis, valuation) and using these models to drive and improve business results Clear, concise oral and written communication skills with the ability to interact and present with all levels within an organization Strong organisational skills, ability to manage conflicting priorities and co-ordinate several tasks simultaneously Must have a strong desire to succeed in a very dynamic environment Demonstrated experience in implementing process improvement to business planning, forecasting and management reporting activities Proficiency in Microsoft Office applications is a must - Excel, Word, PowerPoint Working knowledge of databases is required (Essbase, Oracle EBS and Cognos Analytics) Ability to deliver under pressure and tight deadlines while engaging in effective dialogue aimed at delivering results Ability to delegate work assignments, empower others and gives authority to work independently, set expectations and monitor delegated activities. Primary Location: United Kingdom-ENG-London Work Locations: GB_Corp_London_Queen Victoria Street 85 Senator House, 1st Floor 85 Queen Victoria Street London EC4V 4AB Job: Financial Planning & Analysis Organization: Finance : Full-time Job Posting: Aug 24, 2022, 11:01:19 AM
Overview: The Commercial Procurement Manager is responsible for supporting RSSB stakeholders with all/any external contractual commitments. You will work alongside the other procurement team members, providing support and assistance and ensuring team and Directorate objectives are met. You will support the Head of Procurement to deliver all requirements in the following key areas: The end to end Procurement process; Support the Business Development team with the commercial process; and Commissioning process of Grants received and the authorisation process of Grants to be let You will identify value for money savings or income opportunities through: Timely and accurate management information; Planning, building and maintaining pre-defined stakeholder profiles and reviewing and supporting specifications; Operating compliant process across 3-12month horizon and; Bridging self-skills and development gaps. Responsibilities: Procurement Activity The Commercial Procurement Manager will provide professional, qualified procurement expertise, advice and services ensuring that RSSB's business and procurement needs are met through the procurement of goods, services and works whilst ensuring efficiencies and value for money and contributing to the RSSB's aims and objectives. The role will also promote and engage in collaboration and information sharing with all relevant parties. Conduct market analysis and engage in initial market dialogue, where appropriate; Develop cost models for input into any bids or sales contract proposals. Productively challenge end users' requirements for cost-effectiveness and need, taking account of whole life costs; Identify and engage other subject matter experts as required for Procurement activity (e.g. end user, legal, finance etc.); Review and advise the end user on an appropriate output-based specification which is fashioned to attract market interest and stimulate competition; Develop a procurement strategy which requires consideration of existing and/or collaborative contracts; Ensure that all procurement processes (tender, order from framework etc.) are compliant with relevant legal and policy obligations, advertising through the tender portal where appropriate; Publicise procurement contact points and making available as much information as suppliers reasonably need to respond to the bidding process; Understand and comply with relevant legal obligations relating to the goods, services or works to be purchased, e.g. environmental/health and safety legislation; Ensure that procurement decisions take account of wider policy requirements and aligned against organisational objectives; Conduct any procurement clarification required during the tender process Finalise the contractual agreement and formal contract documentation; Establishing a clear audit trail (including recording the contract on the organisation's contract register); Notify the outcome of bids promptly and, within the bounds of confidentiality, debriefing winners and losers on the outcome of the bidding process to facilitate better performance on future occasions; Ensure that robust contract and supplier management arrangements are in place, in order to support periodic contract reviews and supplier management as appropriate; Negotiate, deliver and communicate contract and framework agreements which deliver efficiencies in line with financial reporting and forecasting systems.; and Support contract reviews and lead negotiations during the contract term to ensure continued fitness for purpose with respect to scope, budget and performance change, risk and be responsible, day to day, for the development, negotiation and agreement of contract change requests; Sharing knowledge to develop best practice; and Supporting ad-hoc procurement activity as required. Commercial Managing the provision of a professional best practise commercial contracts service for RSSB to support the management of contractual risk and ensure high stakeholder satisfaction whilst supporting internal stakeholders with the delivery of strategic commercial projects from concept through specification, proposal, contract and delivery. Manage the commercial contracting process in consultation with the Business Development (BD) team; Provide assistance, support and guidance on all arising commercial activities including (but not exclusively): Sales orders Proposals Commercial projects Contractual queries and issues Clearly identify any emerging contractual risk on each project through effective commercial dashboard information and close collaboration with other relevant heads of department. Work with BD to establish, develop and maintain accurate and up to date cost analysis information; Provide contractual advice to operational colleagues during the sales order or bidding process; In collaboration with BD, draft customer quotations and/or proposals using input from operational delivery teams and submit to the Head of BD for review and approval prior to issue; Help support the development of commercial knowledge and awareness of colleagues in non-commercial roles; Working with the BD team, identify and support implementation of improvements to commercial review procedures; Complete monthly review of contract results and performance in conjunction with the BD team; In collaboration with BD and Finance, confirm the invoice schedule for the sales agreement. Finance will manage the invoicing process. Deal with final account contract negotiation and closure in association with the BD team; and Ensure full compliance with Company commercial procedures and corporate governance requirements. Commissioning of Research & Development Manage the grant process to ensure timely delivery and performance; Manage the governance process for each grant opportunity; and Complete the financial due diligence for each grant and competition received. Business Process Resolve contractual and commercial problems, escalating them to the Head of Procurement and Commercial or Head of Business Development as appropriate. Ensure the continuous review and improvement of procurement and commercial activity to ensure it is fit for purpose and aligned to business requirements. Deputise for immediate manager when required. Ensure management information is accurate and reviewed periodically. Qualifications: UK Public Sector experience required Qualified or working towards MCIPS professional qualification or equivalent. Detailed knowledge and understanding of UK Procurement Regulations and EU procurement directives and experience in applying these to day-to-day procurement activities and documentation. Substantial Public Sector experience in a procurement function involved in high risk, high value, complex works, services and supplies covering a range of commodities and stakeholders. Experience of effectively managing end to end procurements and commercial agreements. Experience in preparing, reviewing and agreeing contract terms and commercial schedules. Experience of developing and implementing policy and procedures as well as new ways of thinking and working. Computer literate with the ability to assimilate new business systems. Ability to communicate effectively and to influence others both internally and externally up to senior level including through presentations, negotiation and written reports. Time and resource management with the ability to effectively manage conflicting priorities. Solution orientated with a customer focus and stakeholder management skills. Negotiation skills including experience of commercial negotiations Contractual knowledge and experience including a wide range of contract conditions; analytical and numerical skills. A commitment to RSSB's values and customer service Early applications are encouraged, as we may close this vacancy before the advertised deadline if sufficient numbers of applications are received. We value diversity and equal opportunities in employment and are committed to creating a workplace which is inclusive to everyone. As a member of the Disability Confident Scheme, we encourage candidates with disabilities who meet the minimum criteria, to apply for our jobs. If you have applied under the Disability Confident Scheme, please let us know in advance by emailing If you require any reasonable adjustments with respect to our selection process including information in an alternative format, please contact us at We understand the importance of work-life balance and we offer our staff the flexibility to work within our core hours and the option to vary their location between both the office and home. If you are looking for further flexibility, speak to us at interview stage so that we can consider your request. We value our staff and we offer a competitive benefits package to ensure our staff can achieve their best throughout their journey with us. This includes 30 days annual leave (plus bank holidays); a holiday buy and sell scheme; private medical and dental cover; a season ticket loan and travel subsidy; access to a cycle to work scheme; volunteer leave; a performance related bonus and pension.
Sep 23, 2022
Full time
Overview: The Commercial Procurement Manager is responsible for supporting RSSB stakeholders with all/any external contractual commitments. You will work alongside the other procurement team members, providing support and assistance and ensuring team and Directorate objectives are met. You will support the Head of Procurement to deliver all requirements in the following key areas: The end to end Procurement process; Support the Business Development team with the commercial process; and Commissioning process of Grants received and the authorisation process of Grants to be let You will identify value for money savings or income opportunities through: Timely and accurate management information; Planning, building and maintaining pre-defined stakeholder profiles and reviewing and supporting specifications; Operating compliant process across 3-12month horizon and; Bridging self-skills and development gaps. Responsibilities: Procurement Activity The Commercial Procurement Manager will provide professional, qualified procurement expertise, advice and services ensuring that RSSB's business and procurement needs are met through the procurement of goods, services and works whilst ensuring efficiencies and value for money and contributing to the RSSB's aims and objectives. The role will also promote and engage in collaboration and information sharing with all relevant parties. Conduct market analysis and engage in initial market dialogue, where appropriate; Develop cost models for input into any bids or sales contract proposals. Productively challenge end users' requirements for cost-effectiveness and need, taking account of whole life costs; Identify and engage other subject matter experts as required for Procurement activity (e.g. end user, legal, finance etc.); Review and advise the end user on an appropriate output-based specification which is fashioned to attract market interest and stimulate competition; Develop a procurement strategy which requires consideration of existing and/or collaborative contracts; Ensure that all procurement processes (tender, order from framework etc.) are compliant with relevant legal and policy obligations, advertising through the tender portal where appropriate; Publicise procurement contact points and making available as much information as suppliers reasonably need to respond to the bidding process; Understand and comply with relevant legal obligations relating to the goods, services or works to be purchased, e.g. environmental/health and safety legislation; Ensure that procurement decisions take account of wider policy requirements and aligned against organisational objectives; Conduct any procurement clarification required during the tender process Finalise the contractual agreement and formal contract documentation; Establishing a clear audit trail (including recording the contract on the organisation's contract register); Notify the outcome of bids promptly and, within the bounds of confidentiality, debriefing winners and losers on the outcome of the bidding process to facilitate better performance on future occasions; Ensure that robust contract and supplier management arrangements are in place, in order to support periodic contract reviews and supplier management as appropriate; Negotiate, deliver and communicate contract and framework agreements which deliver efficiencies in line with financial reporting and forecasting systems.; and Support contract reviews and lead negotiations during the contract term to ensure continued fitness for purpose with respect to scope, budget and performance change, risk and be responsible, day to day, for the development, negotiation and agreement of contract change requests; Sharing knowledge to develop best practice; and Supporting ad-hoc procurement activity as required. Commercial Managing the provision of a professional best practise commercial contracts service for RSSB to support the management of contractual risk and ensure high stakeholder satisfaction whilst supporting internal stakeholders with the delivery of strategic commercial projects from concept through specification, proposal, contract and delivery. Manage the commercial contracting process in consultation with the Business Development (BD) team; Provide assistance, support and guidance on all arising commercial activities including (but not exclusively): Sales orders Proposals Commercial projects Contractual queries and issues Clearly identify any emerging contractual risk on each project through effective commercial dashboard information and close collaboration with other relevant heads of department. Work with BD to establish, develop and maintain accurate and up to date cost analysis information; Provide contractual advice to operational colleagues during the sales order or bidding process; In collaboration with BD, draft customer quotations and/or proposals using input from operational delivery teams and submit to the Head of BD for review and approval prior to issue; Help support the development of commercial knowledge and awareness of colleagues in non-commercial roles; Working with the BD team, identify and support implementation of improvements to commercial review procedures; Complete monthly review of contract results and performance in conjunction with the BD team; In collaboration with BD and Finance, confirm the invoice schedule for the sales agreement. Finance will manage the invoicing process. Deal with final account contract negotiation and closure in association with the BD team; and Ensure full compliance with Company commercial procedures and corporate governance requirements. Commissioning of Research & Development Manage the grant process to ensure timely delivery and performance; Manage the governance process for each grant opportunity; and Complete the financial due diligence for each grant and competition received. Business Process Resolve contractual and commercial problems, escalating them to the Head of Procurement and Commercial or Head of Business Development as appropriate. Ensure the continuous review and improvement of procurement and commercial activity to ensure it is fit for purpose and aligned to business requirements. Deputise for immediate manager when required. Ensure management information is accurate and reviewed periodically. Qualifications: UK Public Sector experience required Qualified or working towards MCIPS professional qualification or equivalent. Detailed knowledge and understanding of UK Procurement Regulations and EU procurement directives and experience in applying these to day-to-day procurement activities and documentation. Substantial Public Sector experience in a procurement function involved in high risk, high value, complex works, services and supplies covering a range of commodities and stakeholders. Experience of effectively managing end to end procurements and commercial agreements. Experience in preparing, reviewing and agreeing contract terms and commercial schedules. Experience of developing and implementing policy and procedures as well as new ways of thinking and working. Computer literate with the ability to assimilate new business systems. Ability to communicate effectively and to influence others both internally and externally up to senior level including through presentations, negotiation and written reports. Time and resource management with the ability to effectively manage conflicting priorities. Solution orientated with a customer focus and stakeholder management skills. Negotiation skills including experience of commercial negotiations Contractual knowledge and experience including a wide range of contract conditions; analytical and numerical skills. A commitment to RSSB's values and customer service Early applications are encouraged, as we may close this vacancy before the advertised deadline if sufficient numbers of applications are received. We value diversity and equal opportunities in employment and are committed to creating a workplace which is inclusive to everyone. As a member of the Disability Confident Scheme, we encourage candidates with disabilities who meet the minimum criteria, to apply for our jobs. If you have applied under the Disability Confident Scheme, please let us know in advance by emailing If you require any reasonable adjustments with respect to our selection process including information in an alternative format, please contact us at We understand the importance of work-life balance and we offer our staff the flexibility to work within our core hours and the option to vary their location between both the office and home. If you are looking for further flexibility, speak to us at interview stage so that we can consider your request. We value our staff and we offer a competitive benefits package to ensure our staff can achieve their best throughout their journey with us. This includes 30 days annual leave (plus bank holidays); a holiday buy and sell scheme; private medical and dental cover; a season ticket loan and travel subsidy; access to a cycle to work scheme; volunteer leave; a performance related bonus and pension.
Director, Mergers & Acquisitions London , United Kingdom Apply Now We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion () for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation and delivers better business results. Job Title Director, Mergers & Acquisitions OVERVIEW: The Mastercard Operations & Technology (O&T) Mergers & Acquisitions (M&A) Technology team supports the lifecycle of M&A activities, from strategic company/partner evaluation, through due diligence, to the guidance and support of integrations. The M&A Subject Matter Expert (SME)/Architecture team is accountable for overseeing and driving the holistic approach, architecture and solutions for all the technology aspects throughout the lifecycle RESPONSIBILITIES: LEAD TECHNICAL DUE DILIGENCE FOR MASTERCARD ACQUISITIONS AND INVESTMENTS Technical Due Diligence is completed on all potential acquisition target companies. As a M&A technical SME/Architect you will partner with the program manager and be responsible for leading all the technical aspects of this phase. Due diligence includes partnering with the target company, Mastercard Operations Network & Employee Experience, Architecture and Technology, Security, Developer Tools and Experiences, Business Operations, Global Customer Care, Data Strategy/Compliance and M&A program managers to gain a detailed understanding of the technologies, policies, principles and architecture used by the target company. These findings are then reconciled with Mastercard s own policies, principles and technologies to identify where the target company aligns well, and where they fail to meet expected criteria. Following this assessment you will document the observations, recommendations and proposed integration approach, including financials, timeline and headcount requirements. DEVELOP TECHNOLOGY DESIGNS AND APPROACHES TO ACHIEVE SUCCESSFUL BUSINESS INTEGRATION AND REMEDIATION OF ISSUES FOUND DURING DUE DILIGENCE You will partner with internal and external SMEs to ensure the integration meets the minimum policy criteria set by the O&T and M&A functional leads. To achieve this you will define infrastructure, employee experience, cloud and developer strategies, standards, principles and architecture for each integration. This includes the remediation of issues and challenges identified during discovery. The final integration approach will align with Mastercard s own technologies, policies, principles and strategies, whilst also introducing newly acquired tools and processes to Mastercard as appropriate The integration design will include all resource estimates and will be used as the foundation for the integration execution post deal close. PROVIDE EXPERT CONSULTANCY TO THE M&A PROGRAM While you will not be the Program Manager and may also not lead the hands-on technical integration you will partner with the Program team, acquired entities and O&T vertical SMEs as a trusted partner, providing advice and guidance on the technology execution. You will steer the team with technical expertise throughout the integration to completion. ALL ABOUT YOU: TECHNICAL RELATIONSHIP MANAGER Your strong relationships with internal and external technology SMEs are vital to deliver the expert technical consultation required by the M&A program. Being the single interface for the M&A program to the broader technology functions helps simplify how the M&A program engages technologists and provides them an escalation point across all verticals. Your oversight of all activities will allow you to negotiate and steer change on behalf of the M&A program. Your skills will allow you to proactively drive the expansion of existing relationships and the forging of new relationships. TECHNOLOGY DELIVERY Your track record of successfully delivering complex cross-functional projects, teams or committees will be an essential foundation to support technical integration of acquired entities. You will have a breadth of technical expertise at an architectural level across multiple technology domains including network, data center, monitoring, cloud, compute, data, storage, developer experiences, security and employee experience. You will be confident working with new technologies and will have an aptitude that allows you to learn new essentials quickly. Your network of specialist vertical SMEs will allow you to dive deep as required where personal expertise may be lighter; however strong personal expertise in development tools and processes, data, and cloud would be advantageous. EXPERT COMMUNICATOR AND PRESENTER As the M&A technology subject matter expert, you will frequently be the single point of contact for your M&A program and O&T partners. Your organizational skills and extensive experience creating and delivering presentations across all levels, including senior leadership is critical to success in this role. Outside of M&A program delivery you will use your skills and partner relationships to coach and develop technical talent and project teams across Mastercard and new acquisitions, whilst helping to identify top technical talent. ADDITIONAL INFORMATION Travel as required COVID-19 Considerations We value the safety of each member of our community because we know we re all in this together. In many locations, which may change over time, we ve implemented a virtual hiring process and continue to interview candidates by video or phone. In addition, in some locations, only individuals who have been fully vaccinated will be permitted inside Mastercard offices until further notice. In the US, Mastercard is a government contractor, which may legally require most Mastercard employees to be vaccinated unless a verified approved medical or religious exemption is granted. Further, we are currently making every effort towards having employees return to work in the office 2 days per week, if that makes sense for their team. Everyone must be vaccinated to enter Mastercard offices at this time. Therefore, we expect all candidates to be vaccinated or to be approved for a medical or religious accommodation prior to commencing work at Mastercard. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard s security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard s guidelines.
Sep 22, 2022
Full time
Director, Mergers & Acquisitions London , United Kingdom Apply Now We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion () for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation and delivers better business results. Job Title Director, Mergers & Acquisitions OVERVIEW: The Mastercard Operations & Technology (O&T) Mergers & Acquisitions (M&A) Technology team supports the lifecycle of M&A activities, from strategic company/partner evaluation, through due diligence, to the guidance and support of integrations. The M&A Subject Matter Expert (SME)/Architecture team is accountable for overseeing and driving the holistic approach, architecture and solutions for all the technology aspects throughout the lifecycle RESPONSIBILITIES: LEAD TECHNICAL DUE DILIGENCE FOR MASTERCARD ACQUISITIONS AND INVESTMENTS Technical Due Diligence is completed on all potential acquisition target companies. As a M&A technical SME/Architect you will partner with the program manager and be responsible for leading all the technical aspects of this phase. Due diligence includes partnering with the target company, Mastercard Operations Network & Employee Experience, Architecture and Technology, Security, Developer Tools and Experiences, Business Operations, Global Customer Care, Data Strategy/Compliance and M&A program managers to gain a detailed understanding of the technologies, policies, principles and architecture used by the target company. These findings are then reconciled with Mastercard s own policies, principles and technologies to identify where the target company aligns well, and where they fail to meet expected criteria. Following this assessment you will document the observations, recommendations and proposed integration approach, including financials, timeline and headcount requirements. DEVELOP TECHNOLOGY DESIGNS AND APPROACHES TO ACHIEVE SUCCESSFUL BUSINESS INTEGRATION AND REMEDIATION OF ISSUES FOUND DURING DUE DILIGENCE You will partner with internal and external SMEs to ensure the integration meets the minimum policy criteria set by the O&T and M&A functional leads. To achieve this you will define infrastructure, employee experience, cloud and developer strategies, standards, principles and architecture for each integration. This includes the remediation of issues and challenges identified during discovery. The final integration approach will align with Mastercard s own technologies, policies, principles and strategies, whilst also introducing newly acquired tools and processes to Mastercard as appropriate The integration design will include all resource estimates and will be used as the foundation for the integration execution post deal close. PROVIDE EXPERT CONSULTANCY TO THE M&A PROGRAM While you will not be the Program Manager and may also not lead the hands-on technical integration you will partner with the Program team, acquired entities and O&T vertical SMEs as a trusted partner, providing advice and guidance on the technology execution. You will steer the team with technical expertise throughout the integration to completion. ALL ABOUT YOU: TECHNICAL RELATIONSHIP MANAGER Your strong relationships with internal and external technology SMEs are vital to deliver the expert technical consultation required by the M&A program. Being the single interface for the M&A program to the broader technology functions helps simplify how the M&A program engages technologists and provides them an escalation point across all verticals. Your oversight of all activities will allow you to negotiate and steer change on behalf of the M&A program. Your skills will allow you to proactively drive the expansion of existing relationships and the forging of new relationships. TECHNOLOGY DELIVERY Your track record of successfully delivering complex cross-functional projects, teams or committees will be an essential foundation to support technical integration of acquired entities. You will have a breadth of technical expertise at an architectural level across multiple technology domains including network, data center, monitoring, cloud, compute, data, storage, developer experiences, security and employee experience. You will be confident working with new technologies and will have an aptitude that allows you to learn new essentials quickly. Your network of specialist vertical SMEs will allow you to dive deep as required where personal expertise may be lighter; however strong personal expertise in development tools and processes, data, and cloud would be advantageous. EXPERT COMMUNICATOR AND PRESENTER As the M&A technology subject matter expert, you will frequently be the single point of contact for your M&A program and O&T partners. Your organizational skills and extensive experience creating and delivering presentations across all levels, including senior leadership is critical to success in this role. Outside of M&A program delivery you will use your skills and partner relationships to coach and develop technical talent and project teams across Mastercard and new acquisitions, whilst helping to identify top technical talent. ADDITIONAL INFORMATION Travel as required COVID-19 Considerations We value the safety of each member of our community because we know we re all in this together. In many locations, which may change over time, we ve implemented a virtual hiring process and continue to interview candidates by video or phone. In addition, in some locations, only individuals who have been fully vaccinated will be permitted inside Mastercard offices until further notice. In the US, Mastercard is a government contractor, which may legally require most Mastercard employees to be vaccinated unless a verified approved medical or religious exemption is granted. Further, we are currently making every effort towards having employees return to work in the office 2 days per week, if that makes sense for their team. Everyone must be vaccinated to enter Mastercard offices at this time. Therefore, we expect all candidates to be vaccinated or to be approved for a medical or religious accommodation prior to commencing work at Mastercard. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard s security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard s guidelines.
MERJE are currently partnering with an exciting investments business who are looking for a Senior Compliance Manager to join their growing team. Pro-actively identifying, investigating and resolving compliance issues and risks. Conducting technical research and analysis to support new business activities, products and services. Using common sense, experience and an in-depth knowledge of products, market and risk tolerance to deliver clear, consistent and practical advice. Developing and implementing practical, accessible policies, procedures and controls. Owning, developing and executing a proportionate risk-based compliance monitoring program. Taking ownership of incoming and outgoing compliance due diligence assessments to and from key potential partners, suppliers and customers. Collating and analysing management information and delivering compliance reports to senior management and other relevant stakeholders. Preparing and delivering engaging, relevant and practical training on compliance topics across all teams. Ensuring regulatory updates are shared across the business and assisting with the design and implementation of any resulting change initiatives. Supporting the General Counsel and other business teams with ad-hoc projects, including occasionally taking on tasks outside a traditional compliance remit. Key Requirements You must have a minimum of 5 years' compliance experience within financial services. You must have deep working knowledge of the FCA handbook and MiFID requirements. Strong regulatory knowledge.
Feb 20, 2022
Full time
MERJE are currently partnering with an exciting investments business who are looking for a Senior Compliance Manager to join their growing team. Pro-actively identifying, investigating and resolving compliance issues and risks. Conducting technical research and analysis to support new business activities, products and services. Using common sense, experience and an in-depth knowledge of products, market and risk tolerance to deliver clear, consistent and practical advice. Developing and implementing practical, accessible policies, procedures and controls. Owning, developing and executing a proportionate risk-based compliance monitoring program. Taking ownership of incoming and outgoing compliance due diligence assessments to and from key potential partners, suppliers and customers. Collating and analysing management information and delivering compliance reports to senior management and other relevant stakeholders. Preparing and delivering engaging, relevant and practical training on compliance topics across all teams. Ensuring regulatory updates are shared across the business and assisting with the design and implementation of any resulting change initiatives. Supporting the General Counsel and other business teams with ad-hoc projects, including occasionally taking on tasks outside a traditional compliance remit. Key Requirements You must have a minimum of 5 years' compliance experience within financial services. You must have deep working knowledge of the FCA handbook and MiFID requirements. Strong regulatory knowledge.
Key responsibilities: Working as a Real Estate Investment Analyst based in London Support the investment and asset management team with a focus on UK & Pan Euroepan transactions Screening and origination of investment deal flow Underwriting including cashflow financial model and asset level business plans Undertaking due diligence, structuring and execution of transactions, monitoring and divestments Liaison with external investors including working with senior management on investment opportunities Analyse of direct Real Estate investment opportunities Build complex, dynamic financial underwriting models incorporating inputs, forecast P&L & cashflow statements Design appropriate financing capital structures, exit valuation and returns analysis Preparation of ambitious but achievable asset level business plan, detailing key performance indicators Writing Investment Teasers and detailed IM recommendations Rigorous underwriting process; due diligence, market review, valuation, legal, structuring, negotiation & documentation Inspection of the Assets and management of a deal pipeline list Managing and analysing formal reporting from third party professional advisors Advise on purchase terms and any negotiation tactics Presentation of investments to IC Support Investment Monitoring and Exit Strategies with execution of the Business Plan Background & experience: Qualified to degree level with Property or Real Estate specific qualification preferable 1-3 years buy-side experience in Buy-side Real Estate Private Equity investments is preferred Also, background could include: Real Estate Investment Banking or from a Real Estate Investor / Asset Manager Fluent English, any addiotrnal Euroepan Language wqould be of benefit Advanced financial modelling skills for CRE investments Uk and/or European Commercial Real Estate experience is required Experience across asset classes including Offices, Retail, Logistics, Residential & Mixed-use Proven deal execution experience Strong commercial acumen with sound judgement and decision making skills Solid verbal and written communication skills Strong excel / powerpoint / investment memo writing skill
Nov 10, 2021
Full time
Key responsibilities: Working as a Real Estate Investment Analyst based in London Support the investment and asset management team with a focus on UK & Pan Euroepan transactions Screening and origination of investment deal flow Underwriting including cashflow financial model and asset level business plans Undertaking due diligence, structuring and execution of transactions, monitoring and divestments Liaison with external investors including working with senior management on investment opportunities Analyse of direct Real Estate investment opportunities Build complex, dynamic financial underwriting models incorporating inputs, forecast P&L & cashflow statements Design appropriate financing capital structures, exit valuation and returns analysis Preparation of ambitious but achievable asset level business plan, detailing key performance indicators Writing Investment Teasers and detailed IM recommendations Rigorous underwriting process; due diligence, market review, valuation, legal, structuring, negotiation & documentation Inspection of the Assets and management of a deal pipeline list Managing and analysing formal reporting from third party professional advisors Advise on purchase terms and any negotiation tactics Presentation of investments to IC Support Investment Monitoring and Exit Strategies with execution of the Business Plan Background & experience: Qualified to degree level with Property or Real Estate specific qualification preferable 1-3 years buy-side experience in Buy-side Real Estate Private Equity investments is preferred Also, background could include: Real Estate Investment Banking or from a Real Estate Investor / Asset Manager Fluent English, any addiotrnal Euroepan Language wqould be of benefit Advanced financial modelling skills for CRE investments Uk and/or European Commercial Real Estate experience is required Experience across asset classes including Offices, Retail, Logistics, Residential & Mixed-use Proven deal execution experience Strong commercial acumen with sound judgement and decision making skills Solid verbal and written communication skills Strong excel / powerpoint / investment memo writing skill
Your role will be conducting due diligence on primary fund opportunities and supporting secondary investment and co-investment activity within various areas of the real estate private equity industry covering equity and debt strategies. The platform utilizes a research-oriented approach to due diligence. The Analyst/Associate will work in a team environment to assess real estate fund managers; analyze investment strategies, investment returns and financial statements and conduct reference calls and personal interviews. In addition, s/he will assist in sourcing, due diligencing, and executing co-investment and secondary transactions. This will include modelling projected performance and assessing an opportunity's risks and merits. Essential Job Functions: • Perform market research to identify, quantify & analyze macroeconomic trends across RE sectors • Interpret financial analyses prepared by target fund managers, including investment track records and financial statement analysis • Support senior investment staff on sourcing and managing inflow of investment opportunities • Assess marketing and supporting materials of prospective fund managers to identify key value drivers and areas for further investigation • Conduct phone interviews with senior executives to gather insights and information regarding the style and effectiveness of target fund managers • Form an independent opinion about the attractiveness of a sector or investment opportunity • Construct an argument around an opinion and efficiently communicate it verbally and in written materials; be able to defend the position in a team environment, including IC meetings • Use creativity to source and analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities • Analyze and monitor performance of existing fund managers/underlying property assets • Prepare for/participate in manager meetings, conduct on-going due diligence Model /sensitivity analysis related to co-investment and secondary investments • Draft IM &presentations related to fund, co-investment and secondary diligences. Requirements • BA/BS in Business, Finance, Economics or Accounting, or equivalent • Three years minimum real estate PE, IB, consulting, asset management, equity research or other relevant experience (required) • Demonstrated track record of academic and professional success • Demonstrable analytical capabilities, including strong quantitative/modeling skills • Proficiency in Word, Power Point and Excel • Investment judgment, understanding of risk/reward trade-offs Experience in fund of funds/ multi-manager or equity research is highly advantageous.
Nov 07, 2021
Full time
Your role will be conducting due diligence on primary fund opportunities and supporting secondary investment and co-investment activity within various areas of the real estate private equity industry covering equity and debt strategies. The platform utilizes a research-oriented approach to due diligence. The Analyst/Associate will work in a team environment to assess real estate fund managers; analyze investment strategies, investment returns and financial statements and conduct reference calls and personal interviews. In addition, s/he will assist in sourcing, due diligencing, and executing co-investment and secondary transactions. This will include modelling projected performance and assessing an opportunity's risks and merits. Essential Job Functions: • Perform market research to identify, quantify & analyze macroeconomic trends across RE sectors • Interpret financial analyses prepared by target fund managers, including investment track records and financial statement analysis • Support senior investment staff on sourcing and managing inflow of investment opportunities • Assess marketing and supporting materials of prospective fund managers to identify key value drivers and areas for further investigation • Conduct phone interviews with senior executives to gather insights and information regarding the style and effectiveness of target fund managers • Form an independent opinion about the attractiveness of a sector or investment opportunity • Construct an argument around an opinion and efficiently communicate it verbally and in written materials; be able to defend the position in a team environment, including IC meetings • Use creativity to source and analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities • Analyze and monitor performance of existing fund managers/underlying property assets • Prepare for/participate in manager meetings, conduct on-going due diligence Model /sensitivity analysis related to co-investment and secondary investments • Draft IM &presentations related to fund, co-investment and secondary diligences. Requirements • BA/BS in Business, Finance, Economics or Accounting, or equivalent • Three years minimum real estate PE, IB, consulting, asset management, equity research or other relevant experience (required) • Demonstrated track record of academic and professional success • Demonstrable analytical capabilities, including strong quantitative/modeling skills • Proficiency in Word, Power Point and Excel • Investment judgment, understanding of risk/reward trade-offs Experience in fund of funds/ multi-manager or equity research is highly advantageous.