Moore Barlow is currently seeking a Senior Legal Assistant to join our Serious Injury Team based in Southampton. More about us: Formed via a merger in 2020, Moore Barlow is a leading law firm and we aim to be the best law firm to work for regionally. We are a career firm, providing access to long-term career opportunities and an environment built on the premise of being human first. Put simply, we care as much about your career as you do. We are featured in The Times Best Law Firms 2024 list, and consistently achieve recognition for the quality of our services in both the Legal 500 and Chambers & Partners. We are now 450 people, including 280 lawyers and 58 Partners, with offices across the South-East and London. More about the Serious Injury Team: Our Serious Injury Team, and several key individuals, have received recognition in the Legal 500 and Chambers & Partners for the quality of the services they provide. Our team supports clients who have suffered catastrophic and life-changing injuries that were not their fault, guiding them through the claims process and helping them to secure significant settlements. The Teams approach is holistic, encompassing not only our clients future financial, care, medical and practical needs, but also ensuring they have the appropriate emotional guidance and support. Our team predominantly handle complex and high-value matters arising from; Adult brain injuries Child brain injuries Complex orthopaedic injuries (including amputations) Fatal incidents (including inquests) Our Team is focused on achieving the best possible outcomes for clients and their families. To do this, our lawyers and legal support staff work within small teams led by one of the Partners, as opposed to each matter being assigned to an individual fee-earner. This means that our clients benefit from the collective expertise of several members of the team. For our team members, this ensures access to a wide range of work regardless of their level of expertise and offers the opportunity to develop on the job with support from the wider team. Day to Day: Our Senior Legal Assistants play a crucial role in the ongoing management of client matters and are instrumental in helping our lawyers achieve the best possible outcomes for their clients. Working alongside two very experienced and supportive Senior Legal Assistants, you will provide direct support to lawyers across the team, handling a mixture of chargeable and non-chargeable duties, including: Initial advice and guidance to new clients Acting as a point of contact and team liaison throughout the course of a matter File opening and closure (and associated due diligence) Supporting the credit control process by creating bills and paying invoices Administrative tasks such as creating bundles, typing from dictation, and collating medical records. This is a fantastic opportunity for a career Legal Assistant who is looking for that next step opportunity that entails more responsibility and a greater level of involvement in the day-to-day management of client matters. This would also suit a Senior / Legal Assistant with longer-term ambitions to become a Paralegal or a qualified lawyer. What we look for: Our Firm is built on the value of being human first and, because of that, we are looking to attract those who have a passion for delivering excellent standards of client service, and the drive to continuously learn and improve. We are ideally looking for: A Legal Assistant (or similarly qualified legal support professional) with prior experience working as part of a Personal Injury, Medical Negligence, or Litigation Team. An individual with prior experience working in the health sector or another type of medical environment would also be of real interest. Familiarity with time recording and experience with working toward a small fee target would be beneficial, but is not essential. Engaging, empathetic, and friendly communication style, with the ability to interact confidently with clients (and their families) who are going through an extremely difficult time. Excellent organisation skills, and a naturally proactive approach to your duties. A willingness to get stuck in and support others across the team when needed. If you feel that you have this experience, and are passionate about advancing your career in our leading Serious Injury Team, then we strongly encourage you to apply. If you would like to learn more about this opportunity, please contact Brandon Duchesne, Talent Acquisition Manager, for an informal conversation. JBRP1_UKTJ
May 01, 2024
Full time
Moore Barlow is currently seeking a Senior Legal Assistant to join our Serious Injury Team based in Southampton. More about us: Formed via a merger in 2020, Moore Barlow is a leading law firm and we aim to be the best law firm to work for regionally. We are a career firm, providing access to long-term career opportunities and an environment built on the premise of being human first. Put simply, we care as much about your career as you do. We are featured in The Times Best Law Firms 2024 list, and consistently achieve recognition for the quality of our services in both the Legal 500 and Chambers & Partners. We are now 450 people, including 280 lawyers and 58 Partners, with offices across the South-East and London. More about the Serious Injury Team: Our Serious Injury Team, and several key individuals, have received recognition in the Legal 500 and Chambers & Partners for the quality of the services they provide. Our team supports clients who have suffered catastrophic and life-changing injuries that were not their fault, guiding them through the claims process and helping them to secure significant settlements. The Teams approach is holistic, encompassing not only our clients future financial, care, medical and practical needs, but also ensuring they have the appropriate emotional guidance and support. Our team predominantly handle complex and high-value matters arising from; Adult brain injuries Child brain injuries Complex orthopaedic injuries (including amputations) Fatal incidents (including inquests) Our Team is focused on achieving the best possible outcomes for clients and their families. To do this, our lawyers and legal support staff work within small teams led by one of the Partners, as opposed to each matter being assigned to an individual fee-earner. This means that our clients benefit from the collective expertise of several members of the team. For our team members, this ensures access to a wide range of work regardless of their level of expertise and offers the opportunity to develop on the job with support from the wider team. Day to Day: Our Senior Legal Assistants play a crucial role in the ongoing management of client matters and are instrumental in helping our lawyers achieve the best possible outcomes for their clients. Working alongside two very experienced and supportive Senior Legal Assistants, you will provide direct support to lawyers across the team, handling a mixture of chargeable and non-chargeable duties, including: Initial advice and guidance to new clients Acting as a point of contact and team liaison throughout the course of a matter File opening and closure (and associated due diligence) Supporting the credit control process by creating bills and paying invoices Administrative tasks such as creating bundles, typing from dictation, and collating medical records. This is a fantastic opportunity for a career Legal Assistant who is looking for that next step opportunity that entails more responsibility and a greater level of involvement in the day-to-day management of client matters. This would also suit a Senior / Legal Assistant with longer-term ambitions to become a Paralegal or a qualified lawyer. What we look for: Our Firm is built on the value of being human first and, because of that, we are looking to attract those who have a passion for delivering excellent standards of client service, and the drive to continuously learn and improve. We are ideally looking for: A Legal Assistant (or similarly qualified legal support professional) with prior experience working as part of a Personal Injury, Medical Negligence, or Litigation Team. An individual with prior experience working in the health sector or another type of medical environment would also be of real interest. Familiarity with time recording and experience with working toward a small fee target would be beneficial, but is not essential. Engaging, empathetic, and friendly communication style, with the ability to interact confidently with clients (and their families) who are going through an extremely difficult time. Excellent organisation skills, and a naturally proactive approach to your duties. A willingness to get stuck in and support others across the team when needed. If you feel that you have this experience, and are passionate about advancing your career in our leading Serious Injury Team, then we strongly encourage you to apply. If you would like to learn more about this opportunity, please contact Brandon Duchesne, Talent Acquisition Manager, for an informal conversation. JBRP1_UKTJ
Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders. We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers. The business model we have created is unique and difficult to replicate, with our 'best of both' approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent.If you're willing to roll up your sleeves, contribute new ideas and believe anything is possible, you're our kind of person. Work with us because you: Want to be part of a bank built for the dynamics of the modern world Relish a challenge and enjoy a fast-paced, innovative and hardworking culture Enjoy finding new and better ways to solve complexity and make things happen Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups Care about society and the environment and want to be part of a business that cares too Want to continue to grow professionally and be the best version of yourself The Role & Responsibilities The role of the Senior Strategy and Product Governance Manager, is pivotal in shaping and executing the overarching goals of Shawbrook and in particular the Consumer Business. Positioned as a key leader within the Consumer Group, this role actively supports the Head of Strategy to formulate and execute long-range strategic plans for the franchise. Additionally, the Senior Strategy and Product Governance Manager contributes significantly to refining and implementing the product framework for a range of consumer products, including Unsecured Personal Lending, Savings, and Motor Finance. Key Responsibilities Strategy Leadership: Articulating and implementing the overall strategy for the Consumer, ensuring effective communication and alignment with all relevant teams across the franchise. Identifying and prioritising key strategic initiatives, both organic and inorganic, for the division. Exercising control and monitoring over the implementation of strategic initiatives. Providing support in managing relationships with platform lender partners. Identifying potential improvements and ensuring regular updates to the Consumer ExCo. Product Management: Defining new products and ensuring the suitability of existing ones, aligned with Consumer Duty and regulatory requirements. Aligning strategic priorities for the Bank with Consumer Group initiatives and product priorities. The Product & Strategy Manager (CG) reports to the Head of Strategy (CG) and is expected to collaborate closely with teams across the division and, when necessary, with Shawbrook. This collaborative effort aims to support the development of comprehensive proposals, findings, and recommendations. These outputs will be presented to internal stakeholders, including the Consumer Group ExCo, Shawbrook ExCo, and the Board. In essence, the role is designed to be instrumental in driving strategic and product-related initiatives, ensuring a cohesive and aligned approach across the organisation. Support finance in the yearly budget cycle (agreeing originations in the division in like with the strategic priorities for the bank). Assist in developing the planning and proposal of strategic initiatives for the growth and success of Shawbrook and the Consumer Franchise based on the Bank Strategy. Collaborate with the business and product teams to articulate, plan, validate, communicate, and roll out the strategic vision for the CG. Define and monitor Consumer KPIs/OKRs against strategy based on budget and forecast. Produce regular and ad-hoc strategy updates, identifying obstacles, progress, and changes as appropriate. Provide insights to Business MDs/Directors/Heads to drive strategic initiatives using data and MI. Markets and R&D: Conduct regular deep dives into markets and products using market and business intelligence to identify new strategic opportunities. Support market entries and exits. Work with the Head of Strategy to perform horizon scanning to develop 3-to-5-year propositions for delivering growth opportunities. Conduct R&D into new markets and products, distribution channels, partnerships, and inorganic growth opportunities. Inorganic and M&A: Identify and support inorganic objectives within the Division. Manage relationships with platform lending partners, ensuring the right controls are in place and continuous communication between parties. Produce regular updates to ExCo and the Board. Support Due Diligence activities, being the main point of contact between the Corporate Development team and stakeholders within Consumer. Support the integration of business acquisitions. Process Improvements: Identify initiatives leading to process improvements within Shawbrook (e.g., implementation of AI for operational processes, setup of new MI, etc.). Coordinate critical stakeholders and manage progress of implementation using KPIs. Product Governance and Compliance: Management of the internal product governance, including approval of requirements by the right internal parties and ensuring changes are tracked, justified, and approved. Execute annual product reviews to ensure product fitness and regulatory compliance (including Consumer Duty). Implement Consumer Duty Governance embedding model. Identify key regulatory updates affecting products and internal processes. Support the definition of the product strategy, working closely with the product and marketing team. Follow up and track new product developments and delivery. Understand marketing insights and assess marketing programs' effectiveness. Identify product enhancements and/or new product development opportunities. Manage the Consumer Product Committee. The Person 10+ years of experience of working in a B2B and B2C professional services environment, preferably within the financial services or advisory sectors. Experience of developing and implementing frameworks to support strategy delivery and facilitate the development of solutions and projects through which it can be delivered. Project/programme/portfolio management experience involving complex business workstreams across the whole lifecycle, from objective definition and scope of work onwards. Demonstrable experience of working successfully with internal and external stakeholders. Experience of managing and delivering all business change projects including business planning, stakeholder management, risk analysis, reporting and communications. Ability and adaptability to manage a large workload that will change according to business needs. Excellent presentation skills. Domain Broad knowledge of the UK Consumer market Experience of working within a regulated environment Ability to collect and interrogate data from multiple sources using appropriate analytical methodologies and software Ability to present data in a clear and compelling way Strong natural want to Challenge norms and drive value Reward Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include: Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment Free access to Headspace, a mindfulness & meditation digital health app Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health Cycle to work scheme Discounts on gym membership Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time. Minimum of 27 days holiday per year Option to buy or sell holiday days through our flexi-holiday scheme Discounts on gym membership nationwide Access to discounts on a range of high street and online brands Community support and charitable giving Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals. Participation in our annual discretionary bonus scheme designed to reward your contribution to our success . click apply for full job details
Apr 30, 2024
Full time
Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders. We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers. The business model we have created is unique and difficult to replicate, with our 'best of both' approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent.If you're willing to roll up your sleeves, contribute new ideas and believe anything is possible, you're our kind of person. Work with us because you: Want to be part of a bank built for the dynamics of the modern world Relish a challenge and enjoy a fast-paced, innovative and hardworking culture Enjoy finding new and better ways to solve complexity and make things happen Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups Care about society and the environment and want to be part of a business that cares too Want to continue to grow professionally and be the best version of yourself The Role & Responsibilities The role of the Senior Strategy and Product Governance Manager, is pivotal in shaping and executing the overarching goals of Shawbrook and in particular the Consumer Business. Positioned as a key leader within the Consumer Group, this role actively supports the Head of Strategy to formulate and execute long-range strategic plans for the franchise. Additionally, the Senior Strategy and Product Governance Manager contributes significantly to refining and implementing the product framework for a range of consumer products, including Unsecured Personal Lending, Savings, and Motor Finance. Key Responsibilities Strategy Leadership: Articulating and implementing the overall strategy for the Consumer, ensuring effective communication and alignment with all relevant teams across the franchise. Identifying and prioritising key strategic initiatives, both organic and inorganic, for the division. Exercising control and monitoring over the implementation of strategic initiatives. Providing support in managing relationships with platform lender partners. Identifying potential improvements and ensuring regular updates to the Consumer ExCo. Product Management: Defining new products and ensuring the suitability of existing ones, aligned with Consumer Duty and regulatory requirements. Aligning strategic priorities for the Bank with Consumer Group initiatives and product priorities. The Product & Strategy Manager (CG) reports to the Head of Strategy (CG) and is expected to collaborate closely with teams across the division and, when necessary, with Shawbrook. This collaborative effort aims to support the development of comprehensive proposals, findings, and recommendations. These outputs will be presented to internal stakeholders, including the Consumer Group ExCo, Shawbrook ExCo, and the Board. In essence, the role is designed to be instrumental in driving strategic and product-related initiatives, ensuring a cohesive and aligned approach across the organisation. Support finance in the yearly budget cycle (agreeing originations in the division in like with the strategic priorities for the bank). Assist in developing the planning and proposal of strategic initiatives for the growth and success of Shawbrook and the Consumer Franchise based on the Bank Strategy. Collaborate with the business and product teams to articulate, plan, validate, communicate, and roll out the strategic vision for the CG. Define and monitor Consumer KPIs/OKRs against strategy based on budget and forecast. Produce regular and ad-hoc strategy updates, identifying obstacles, progress, and changes as appropriate. Provide insights to Business MDs/Directors/Heads to drive strategic initiatives using data and MI. Markets and R&D: Conduct regular deep dives into markets and products using market and business intelligence to identify new strategic opportunities. Support market entries and exits. Work with the Head of Strategy to perform horizon scanning to develop 3-to-5-year propositions for delivering growth opportunities. Conduct R&D into new markets and products, distribution channels, partnerships, and inorganic growth opportunities. Inorganic and M&A: Identify and support inorganic objectives within the Division. Manage relationships with platform lending partners, ensuring the right controls are in place and continuous communication between parties. Produce regular updates to ExCo and the Board. Support Due Diligence activities, being the main point of contact between the Corporate Development team and stakeholders within Consumer. Support the integration of business acquisitions. Process Improvements: Identify initiatives leading to process improvements within Shawbrook (e.g., implementation of AI for operational processes, setup of new MI, etc.). Coordinate critical stakeholders and manage progress of implementation using KPIs. Product Governance and Compliance: Management of the internal product governance, including approval of requirements by the right internal parties and ensuring changes are tracked, justified, and approved. Execute annual product reviews to ensure product fitness and regulatory compliance (including Consumer Duty). Implement Consumer Duty Governance embedding model. Identify key regulatory updates affecting products and internal processes. Support the definition of the product strategy, working closely with the product and marketing team. Follow up and track new product developments and delivery. Understand marketing insights and assess marketing programs' effectiveness. Identify product enhancements and/or new product development opportunities. Manage the Consumer Product Committee. The Person 10+ years of experience of working in a B2B and B2C professional services environment, preferably within the financial services or advisory sectors. Experience of developing and implementing frameworks to support strategy delivery and facilitate the development of solutions and projects through which it can be delivered. Project/programme/portfolio management experience involving complex business workstreams across the whole lifecycle, from objective definition and scope of work onwards. Demonstrable experience of working successfully with internal and external stakeholders. Experience of managing and delivering all business change projects including business planning, stakeholder management, risk analysis, reporting and communications. Ability and adaptability to manage a large workload that will change according to business needs. Excellent presentation skills. Domain Broad knowledge of the UK Consumer market Experience of working within a regulated environment Ability to collect and interrogate data from multiple sources using appropriate analytical methodologies and software Ability to present data in a clear and compelling way Strong natural want to Challenge norms and drive value Reward Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include: Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment Free access to Headspace, a mindfulness & meditation digital health app Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health Cycle to work scheme Discounts on gym membership Your Lifestyle - It's important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you're enjoying your leisure time. Minimum of 27 days holiday per year Option to buy or sell holiday days through our flexi-holiday scheme Discounts on gym membership nationwide Access to discounts on a range of high street and online brands Community support and charitable giving Your Contribution - We're focused on rewarding those that go the extra mile in helping us achieve our goals. Participation in our annual discretionary bonus scheme designed to reward your contribution to our success . click apply for full job details
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 29, 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.
Key Attributes As a Senior Consultant you'll be an accomplished, consistent, effective member of the Teneo Consulting team whose focus is on providing expert support to case Managers, Directors and Managing Directors in the efficient delivery of cases, as well as managing smaller cases or discrete work streams within larger, more complex cases. Key Responsibilities Provide solid case delivery support and work stream management and leadership on the four main competency areas: Research, Analysis and Insight, Technical Skills, Case Delivery Demonstrate the complete case skill set required in terms of insightful thinking, experience, and knowledge across all competency areas Lead discrete workstreams and manage smaller cases directly with Manager, Director or Managing Director support Have a proven ability to manage (both down and across) multiple discrete work streams - plan the work for the team, whilst translating and incorporating Managing Director views and requirements but with support always available from Managers and wider project leadership where required as well as through coaching and mentoring channels Develops the "answer" from initial hypothesis through refinement and validation Manage case/workstream team on a day-to-day basis, delegating and planning workload whilst also providing coaching support Work independently with minimal need for support Ability to handle day-to-day liaison with client team, empathising with client issues and escalating concerns where appropriate Ability to lead presentations of conclusions confidently and engagingly and/or present the output to the client Carry out business development work and form part of the wider internal teams within Teneo Consulting Build on client relationships and actively coaches team members Skills and Experience required 4-5 years' relevant work experience ideally within a Consulting environment Excellent analytical and communication skills and an entrepreneurial attitude Highly logical and numerate, with excellent communication skills and creativity Evidence of leadership, ambition, and teamwork alongside relevant work experience Degree Qualified (2.1 or above preferred) in any degree discipline Operates at a fast pace demonstrating the ability to influence and challenge when needed Creates an immediate, positive, and credible impression on others Ensures all reports, data and written work are correct in detail and without error Can skillfully and confidently influence and negotiate and maintains a positive relationship with all parties during negotiations Proactively takes on the challenge of unfamiliar tasks Working knowledge of a major European language is an advantage but not essential Specialisation not expected, however preference will be considered in the allocation process (where competence is consistent across all sectors) What we can offer New joiners are supported by induction programmes, and continuous development is a key focus of life at Teneo - learning and knowledge sharing are at the heart of this. We have an environment and culture that is focused on supporting your development and career progression. We support this with a dedicated Learning Team who provide a range of learning opportunities and personal development support. Our face-to-face learning is supported by some 100 modules of e-learning available on our internal knowledge management system. Given our client base you'll be working on career-defining work that is exciting, rewarding and one where you can make a real impact to high profile projects. Company Benefits We offer a whole host of benefits and rewards including: Competitive salary (dependent on experience) 28 days holiday Discretionary bonus Annual salary review Pension (company contribution: 5% of annual salary) Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Private medical insurance Group Income protection Life assurance Cycle to work schemes Season ticket loans Regular social, cultural and charitable activities The Management Consulting Team at Teneo Our Management Consulting division focuses on answering key strategic questions for business and public-sector leaders through our mix of senior experience and rigorous analysis, combined with the unique expertise that exists across Teneo. We operate across a diverse array of sectors includingConsumer Goods, Healthcare, Leisure & Hospitality, Software, Transport, and TMT, amongst others. Within these markets, we provide strategic, operational, and due diligence support, advising reputable FTSE 100 and Fortune 500 firms, key public-sector organisations, and leading private equity houses. About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,500 employees located in 40+ offices around the world.
Apr 29, 2024
Full time
Key Attributes As a Senior Consultant you'll be an accomplished, consistent, effective member of the Teneo Consulting team whose focus is on providing expert support to case Managers, Directors and Managing Directors in the efficient delivery of cases, as well as managing smaller cases or discrete work streams within larger, more complex cases. Key Responsibilities Provide solid case delivery support and work stream management and leadership on the four main competency areas: Research, Analysis and Insight, Technical Skills, Case Delivery Demonstrate the complete case skill set required in terms of insightful thinking, experience, and knowledge across all competency areas Lead discrete workstreams and manage smaller cases directly with Manager, Director or Managing Director support Have a proven ability to manage (both down and across) multiple discrete work streams - plan the work for the team, whilst translating and incorporating Managing Director views and requirements but with support always available from Managers and wider project leadership where required as well as through coaching and mentoring channels Develops the "answer" from initial hypothesis through refinement and validation Manage case/workstream team on a day-to-day basis, delegating and planning workload whilst also providing coaching support Work independently with minimal need for support Ability to handle day-to-day liaison with client team, empathising with client issues and escalating concerns where appropriate Ability to lead presentations of conclusions confidently and engagingly and/or present the output to the client Carry out business development work and form part of the wider internal teams within Teneo Consulting Build on client relationships and actively coaches team members Skills and Experience required 4-5 years' relevant work experience ideally within a Consulting environment Excellent analytical and communication skills and an entrepreneurial attitude Highly logical and numerate, with excellent communication skills and creativity Evidence of leadership, ambition, and teamwork alongside relevant work experience Degree Qualified (2.1 or above preferred) in any degree discipline Operates at a fast pace demonstrating the ability to influence and challenge when needed Creates an immediate, positive, and credible impression on others Ensures all reports, data and written work are correct in detail and without error Can skillfully and confidently influence and negotiate and maintains a positive relationship with all parties during negotiations Proactively takes on the challenge of unfamiliar tasks Working knowledge of a major European language is an advantage but not essential Specialisation not expected, however preference will be considered in the allocation process (where competence is consistent across all sectors) What we can offer New joiners are supported by induction programmes, and continuous development is a key focus of life at Teneo - learning and knowledge sharing are at the heart of this. We have an environment and culture that is focused on supporting your development and career progression. We support this with a dedicated Learning Team who provide a range of learning opportunities and personal development support. Our face-to-face learning is supported by some 100 modules of e-learning available on our internal knowledge management system. Given our client base you'll be working on career-defining work that is exciting, rewarding and one where you can make a real impact to high profile projects. Company Benefits We offer a whole host of benefits and rewards including: Competitive salary (dependent on experience) 28 days holiday Discretionary bonus Annual salary review Pension (company contribution: 5% of annual salary) Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Private medical insurance Group Income protection Life assurance Cycle to work schemes Season ticket loans Regular social, cultural and charitable activities The Management Consulting Team at Teneo Our Management Consulting division focuses on answering key strategic questions for business and public-sector leaders through our mix of senior experience and rigorous analysis, combined with the unique expertise that exists across Teneo. We operate across a diverse array of sectors includingConsumer Goods, Healthcare, Leisure & Hospitality, Software, Transport, and TMT, amongst others. Within these markets, we provide strategic, operational, and due diligence support, advising reputable FTSE 100 and Fortune 500 firms, key public-sector organisations, and leading private equity houses. About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,500 employees located in 40+ offices around the world.
Harvey Nash IT Recruitment UK
Manchester, Lancashire
A Global Tax consultancy is seeking a Senior Employment Tax Manager to join them in their Manchester office on a permanent, full time basis. The role holder will sit in their Human Capital team within the Tax Service line and would bolster the numbers within the function. This role offers management responsibilities, with training being given to all staff that the firm supports. Responsibilities of the role include: PAYE risk assessment and health checks Construction Industry Scheme (CIS) Due Diligence - managing and delivering employment tax due diligence reports, working closely with our corporate tax and financial services teams P11Ds and PAYE Settlement Agreements Expense policy monitoring Remuneration, Salary Sacrifice and Benefit planning Employment status including IR35 and agency matters Termination payments and compromise agreements HMRC disclosures and enquiries Annual Share incentive compliance and reporting Reviewing client processes for SAO purposes. NIC advice. To understand more, please apply at (see below)
Apr 29, 2024
Full time
A Global Tax consultancy is seeking a Senior Employment Tax Manager to join them in their Manchester office on a permanent, full time basis. The role holder will sit in their Human Capital team within the Tax Service line and would bolster the numbers within the function. This role offers management responsibilities, with training being given to all staff that the firm supports. Responsibilities of the role include: PAYE risk assessment and health checks Construction Industry Scheme (CIS) Due Diligence - managing and delivering employment tax due diligence reports, working closely with our corporate tax and financial services teams P11Ds and PAYE Settlement Agreements Expense policy monitoring Remuneration, Salary Sacrifice and Benefit planning Employment status including IR35 and agency matters Termination payments and compromise agreements HMRC disclosures and enquiries Annual Share incentive compliance and reporting Reviewing client processes for SAO purposes. NIC advice. To understand more, please apply at (see below)
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 29, 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.
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 28, 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.
£700pd - £750 London - Lead/Senior Python Developer About emagine: emagine is a high-end professional services consultancy and solutions firm specializing in providing business and technology services to the financial services sector. We foster a culture of openness, integrity, and collaboration, aiming to deliver optimal services for our clients and create a positive and equitable working environment. Role Overview: We are seeking a Lead Python Developer to join our Python Development Team, working on a project with our insurance company client. As a Tech Lead, you will leverage your experience in Back End software engineering, specifically using Python, to lead and inspire your team. This role involves collaboration with internal teams, contributing to technical strategy, and making key tech decisions. Key Responsibilities: Combine Back End software engineering expertise with coaching and support for team members. Act as a trusted authority and specialist, providing advice and guidance to team members and managers. Collaborate with a team of software engineers to identify and prioritize improvements. Take ownership of tech decisions and balance speed, quality, and functionality. Work closely with the Product team to understand end-user requirements and translate them into effective technical solutions. Mentor and collaborate with software teams on code review, version control, architecture, pair programming, and software design. Additional Responsibilities: Investigate and share new technology from within and outside the organization. Provide input into future technology development. Plan and align incoming product requests, user requests, and other organization priorities. Collaborate with peers to improve tools, technologies, guidance, and standards. Regulatory Conduct Rules: Act with integrity. Act with due skill, care, and diligence. Be open and co-operative with Lloyd's, the FCA, the PRA, and other regulators. Pay due regard to the interests of customers and treat them fairly. Observe proper standards of market conduct. Act to deliver good outcomes for retail customers. Education, Qualifications, Knowledge, Skills, and Experience: Technical Skills: Python, Web API, ORM. Test-Driven Development (TDD), Continuous Integration/Continuous Deployment (CI/CD). Experience with Webservices, Web API, Swagger, Postman, and Microsoft APIM. Agile delivery environment experience. Join emagine: If you are up to the challenge and would like to find out more, get in touch with us immediately. Our internal recruitment team is always keen to hear from dynamic individuals looking to further their career and explore their full potential. "emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion, or ethnic origin."
Apr 27, 2024
Contractor
£700pd - £750 London - Lead/Senior Python Developer About emagine: emagine is a high-end professional services consultancy and solutions firm specializing in providing business and technology services to the financial services sector. We foster a culture of openness, integrity, and collaboration, aiming to deliver optimal services for our clients and create a positive and equitable working environment. Role Overview: We are seeking a Lead Python Developer to join our Python Development Team, working on a project with our insurance company client. As a Tech Lead, you will leverage your experience in Back End software engineering, specifically using Python, to lead and inspire your team. This role involves collaboration with internal teams, contributing to technical strategy, and making key tech decisions. Key Responsibilities: Combine Back End software engineering expertise with coaching and support for team members. Act as a trusted authority and specialist, providing advice and guidance to team members and managers. Collaborate with a team of software engineers to identify and prioritize improvements. Take ownership of tech decisions and balance speed, quality, and functionality. Work closely with the Product team to understand end-user requirements and translate them into effective technical solutions. Mentor and collaborate with software teams on code review, version control, architecture, pair programming, and software design. Additional Responsibilities: Investigate and share new technology from within and outside the organization. Provide input into future technology development. Plan and align incoming product requests, user requests, and other organization priorities. Collaborate with peers to improve tools, technologies, guidance, and standards. Regulatory Conduct Rules: Act with integrity. Act with due skill, care, and diligence. Be open and co-operative with Lloyd's, the FCA, the PRA, and other regulators. Pay due regard to the interests of customers and treat them fairly. Observe proper standards of market conduct. Act to deliver good outcomes for retail customers. Education, Qualifications, Knowledge, Skills, and Experience: Technical Skills: Python, Web API, ORM. Test-Driven Development (TDD), Continuous Integration/Continuous Deployment (CI/CD). Experience with Webservices, Web API, Swagger, Postman, and Microsoft APIM. Agile delivery environment experience. Join emagine: If you are up to the challenge and would like to find out more, get in touch with us immediately. Our internal recruitment team is always keen to hear from dynamic individuals looking to further their career and explore their full potential. "emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion, or ethnic origin."
Director, Tax Transaction Advisory Services London, United Kingdom London, United Kingdom Tax We are currently looking for an experienced Transaction Tax professional who can help lead our Transaction Tax team and deliver UK and international tax due diligence and structuring projects. The Transaction Tax team are part of the firms' wider Transaction Advisory Services team which provide Financial and Tax Due Diligence, deal structuring advice and related services such as SPA support. In addition, our Transaction Tax team also support other service lines within Kroll on UK and international tax issues. We also provide UK tax compliance and advisory services to the alternative asset management sector, including Private Equity funds. We offer you the opportunity to advance your team and business development skills as well as manage your own portfolio of transactional clients, within a work environment that offers variety and is challenging and rewarding. This is a technical client facing role, in which you are expected to have strong UK tax technical skills, together with the ability to lead international tax projects and operate commercially in delivering your advice. Day to day responsibilities: Be able to lead UK tax due diligence and structuring projects, demonstrating strong UK tax technical skills and deep experience in UK tax due diligence and transactional structuring issues, together with a commercial "can do" approach. Be able to lead international tax due diligence and structuring projects (including providing instruction to and liaising with international tax counsel where necessary). Be able to work effectively with the wider FDD and TAS team to deliver seamless client service on transactions. Manage the financial and administrative side of the transactions you are running. Manage junior colleagues as part of the team working on your transactions. Act as a senior point of contact within the tax team for clients, targets and for internal requests for support from other services lines. Be responsible for coaching, mentoring and counselling junior staff more generally. Build client relationships proactively, seeking and identifying new business opportunities that drives workflow for both the tax group and our wider business lines. Educated to degree level and a qualified accountant (ACA) or lawyer, with at least 8 years PQE in tax, of which at least 3 years should be in a transactional tax role. Big 4/magic circle training and/or CTA qualification an advantage. Strong expertise and experience in UK and international tax technical matters relevant to due diligence and structuring is key. Additional experience in tax compliance and advisory work for alternative investment managers and PE funds is an advantage. A strong work ethic and the ability to deliver projects without excessive supervision is key. You must be able to manage several simultaneous work streams and be able to work in a high pressure environment meeting your deadlines You should have excellent written and verbal communication skills including the ability to communicate complex tax issues with non-tax experts. Strong project management skills, with the ability to provide leadership and direction to team members About Kroll Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. In order to be considered for a position, you must formally apply via Annual Impact Report 2023: Doing Business Consciously In this report, you will see how our global workforce of colleagues has brought together diversity of thought to challenge each other and work shoulder to shoulder for greater good. Kroll is headquartered in New York with offices around the world. Sign up to receive periodic news, reports, and invitations from Kroll.Our privacy policy describes how your data will be processed. 2024 Kroll, LLC. All rights reserved.Kroll is not affiliated with Kroll Bond Rating Agency,Kroll OnTrack Inc. or their affiliated businesses. Read more . Kroll is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual , marital status, gender identity, veteran status, age or disability. If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Emily Spears at +1 . This contact information is for accommodation requests only and cannot be used to inquire about status of an application. Click here to view a video regarding self-identification of individuals with disabilities or those requesting accommodation. Applicants and employees notice of EEO rights are available in our office and online here. Click here to read our Pay Transparency Policy.
Apr 26, 2024
Full time
Director, Tax Transaction Advisory Services London, United Kingdom London, United Kingdom Tax We are currently looking for an experienced Transaction Tax professional who can help lead our Transaction Tax team and deliver UK and international tax due diligence and structuring projects. The Transaction Tax team are part of the firms' wider Transaction Advisory Services team which provide Financial and Tax Due Diligence, deal structuring advice and related services such as SPA support. In addition, our Transaction Tax team also support other service lines within Kroll on UK and international tax issues. We also provide UK tax compliance and advisory services to the alternative asset management sector, including Private Equity funds. We offer you the opportunity to advance your team and business development skills as well as manage your own portfolio of transactional clients, within a work environment that offers variety and is challenging and rewarding. This is a technical client facing role, in which you are expected to have strong UK tax technical skills, together with the ability to lead international tax projects and operate commercially in delivering your advice. Day to day responsibilities: Be able to lead UK tax due diligence and structuring projects, demonstrating strong UK tax technical skills and deep experience in UK tax due diligence and transactional structuring issues, together with a commercial "can do" approach. Be able to lead international tax due diligence and structuring projects (including providing instruction to and liaising with international tax counsel where necessary). Be able to work effectively with the wider FDD and TAS team to deliver seamless client service on transactions. Manage the financial and administrative side of the transactions you are running. Manage junior colleagues as part of the team working on your transactions. Act as a senior point of contact within the tax team for clients, targets and for internal requests for support from other services lines. Be responsible for coaching, mentoring and counselling junior staff more generally. Build client relationships proactively, seeking and identifying new business opportunities that drives workflow for both the tax group and our wider business lines. Educated to degree level and a qualified accountant (ACA) or lawyer, with at least 8 years PQE in tax, of which at least 3 years should be in a transactional tax role. Big 4/magic circle training and/or CTA qualification an advantage. Strong expertise and experience in UK and international tax technical matters relevant to due diligence and structuring is key. Additional experience in tax compliance and advisory work for alternative investment managers and PE funds is an advantage. A strong work ethic and the ability to deliver projects without excessive supervision is key. You must be able to manage several simultaneous work streams and be able to work in a high pressure environment meeting your deadlines You should have excellent written and verbal communication skills including the ability to communicate complex tax issues with non-tax experts. Strong project management skills, with the ability to provide leadership and direction to team members About Kroll Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. In order to be considered for a position, you must formally apply via Annual Impact Report 2023: Doing Business Consciously In this report, you will see how our global workforce of colleagues has brought together diversity of thought to challenge each other and work shoulder to shoulder for greater good. Kroll is headquartered in New York with offices around the world. Sign up to receive periodic news, reports, and invitations from Kroll.Our privacy policy describes how your data will be processed. 2024 Kroll, LLC. All rights reserved.Kroll is not affiliated with Kroll Bond Rating Agency,Kroll OnTrack Inc. or their affiliated businesses. Read more . Kroll is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual , marital status, gender identity, veteran status, age or disability. If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Emily Spears at +1 . This contact information is for accommodation requests only and cannot be used to inquire about status of an application. Click here to view a video regarding self-identification of individuals with disabilities or those requesting accommodation. Applicants and employees notice of EEO rights are available in our office and online here. Click here to read our Pay Transparency Policy.
Head of Accounting & Fund Administration, EVP page is loaded Head of Accounting & Fund Administration, EVP Bewerben locations London, England Krakow, Poland Luxembourg, Luxembourg Dublin 18, Ireland Milan, Italy time type Full time posted on Gestern ausgeschrieben job requisition id R-747711 This business critical role is based in Europe. We are open to considering qualified candidates based in significant locations where we operate in Europe which includes the UK, Ireland, Germany, Poland. Switzerland, Italy or Luxembourg. State Street is a global provider with $44 trillion in assets under custody and/or administration and $3.7 trillion under management. Our investment servicing business provides solutions to some of the worlds most sophisticated institutional investors through our enterprise outsourcing capabilities, underpinned by our integrated front-to-back State Street Alpha SM platform. Global Delivery manages our custody, accounting, fund administration, alternatives, middle office, transfer agency and on-boarding operations. Our team of close to 23,000 employees operate across 22 countries around the world delivering integrated solutions to support our clients as they grow and innovate creating better outcomes for the people they serve. Figures as of Q3 2023 The Head of Accounting & Fund Administration is responsible for organization, management and delivery of the entire suite of accounting and related services to clients. The Head of Accounting & Fund Administration is a member of the Global Delivery Leadership team and Investment Services Extended Management Team. They have accountability for operations, service delivery to clients as well as driving strategy to ensure we deliver on financial, control and other priorities. The Head of Accounting & Fund Administration is responsible for leading, and developing a global team of over 7,500 people focused on the following core activities; Multi-jurisdictional accounting including daily share class net asset value calculation Maintaining client books and records in accordance with agreed accounting standards Asset valuation and securities pricing including portfolio valuation and fund fair valuation Production of financial statements, regulatory reports and provision of fund tax services Statutory reporting to clients, regulatory authorities and other agreed third parties The Head of Accounting & Fund Administration is responsible and accountable for ensuring: Accounting and fund administration activities are performed, and services are delivered to clients in accordance with all contractual and client service level agreements. High standards of accuracy and timeliness, delivering services in an efficient and controlled manner with a continuous focus on improving quality and productivity Operating policies, procedures and controls are documented, adhered to and are compliant with relevant SOC/ISAE controls and regulatory requirements. Key metrics, performance and risk indicators are in place to track volumes, manage growth, service delivery quality, cost, productivity, efficiency and risk Financial performance to operating plan, forecasts are accurate, headcount and expenses are actively managed and agreed efficiency targets are achieved. Client relationships are actively developed and managed on a professional basis, regular operational service reviews are conducted, actions are documented and completed. Accounting and fund administration are appropriately represented, prepare for and actively participate at client meetings, presentations and due diligence reviews. Thorough review of new business and service requests including operating model design, resource and technology requirements and risk assessments Operating models are best in class, scalable, leverage global process standards where possible and clients are serviced on strategic technology platforms. Optimal organization, resources are available and advance planning occurs to cater for growth, on-boarding, conversions, regulatory and other major projects Engagement with global technology and vendors on the functional specification, testing and successful on-time delivery of new applications and/or software upgrades. Effective team building, training, development, talent and succession planning with a focus on setting challenging but realistic performance and stretch goals. Executive Committee, legal entity boards, second and third lines of defense are informed of relevant operational and service issues, risks and risk events in a timely manner. Awareness of relevant industry and product developments, market trends and regulatory changes impacting operations, our clients and market participants Development and execution of agreed business plans providing input into the formulation of Global Delivery and operations global strategy Control, risk, compliance/ethics and internal audit reviews or inspections are fully supported and there are no open or overdue actions for Accounting. Conflicts of interest (potential, actual, personal and business) are managed in accordance with corporate policy, and we operate with the highest standards of integrity Compliance with all corporate and local policies and procedures with particular focus on health and safety, operational and third party risk, resiliency and business continuity The candidate for this role will possess and/or be able to demonstrate, A proven track record at a senior global level in asset servicing or asset management. Over 15 years' leadership experience within operations and or technology Solid technical knowledge of accounting and fund services. Deep experience interfacing at a senior level with clients across product segments, third party managers and regulators Strong team leadership, coaching, mentoring, communication and presentation skills with s focus on talent management, optimizing technology and managing operational risk Excellent leadership skills influencing global cross-functional teams with a focus on pro-active communication and managing multiple stakeholders across the enterprise. Exceptional communication and relationship management skills, with an ability to think strategically, manage complexity, significant change and multiple key priorities. Commercially astute with an ability to manage during periods of uncertainty with extensive experience in managing client service delivery and business growth. Demonstrated resiliency and track record of driving operational improvement; Energy, enthusiasm and an obsession with service quality and delivering to clients/stakeholders. A relevant graduate degree or master's qualification that can be leveraged in this role. Ähnliche Stellen (5) Fund accounting - IMA Italy- Senior Associate locations Milan, Italy time type Full time posted on Vor 17 Tagen ausgeschrieben Fund Accounting- Senior Associate locations Zurich, Switzerland time type Full time posted on Vor 23 Tagen ausgeschrieben Alternatives Fund Accounting & Administration, Assistant Vice President locations Luxembourg, Luxembourg time type Full time posted on Vor 2 Tagen ausgeschrieben Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement .
Apr 25, 2024
Full time
Head of Accounting & Fund Administration, EVP page is loaded Head of Accounting & Fund Administration, EVP Bewerben locations London, England Krakow, Poland Luxembourg, Luxembourg Dublin 18, Ireland Milan, Italy time type Full time posted on Gestern ausgeschrieben job requisition id R-747711 This business critical role is based in Europe. We are open to considering qualified candidates based in significant locations where we operate in Europe which includes the UK, Ireland, Germany, Poland. Switzerland, Italy or Luxembourg. State Street is a global provider with $44 trillion in assets under custody and/or administration and $3.7 trillion under management. Our investment servicing business provides solutions to some of the worlds most sophisticated institutional investors through our enterprise outsourcing capabilities, underpinned by our integrated front-to-back State Street Alpha SM platform. Global Delivery manages our custody, accounting, fund administration, alternatives, middle office, transfer agency and on-boarding operations. Our team of close to 23,000 employees operate across 22 countries around the world delivering integrated solutions to support our clients as they grow and innovate creating better outcomes for the people they serve. Figures as of Q3 2023 The Head of Accounting & Fund Administration is responsible for organization, management and delivery of the entire suite of accounting and related services to clients. The Head of Accounting & Fund Administration is a member of the Global Delivery Leadership team and Investment Services Extended Management Team. They have accountability for operations, service delivery to clients as well as driving strategy to ensure we deliver on financial, control and other priorities. The Head of Accounting & Fund Administration is responsible for leading, and developing a global team of over 7,500 people focused on the following core activities; Multi-jurisdictional accounting including daily share class net asset value calculation Maintaining client books and records in accordance with agreed accounting standards Asset valuation and securities pricing including portfolio valuation and fund fair valuation Production of financial statements, regulatory reports and provision of fund tax services Statutory reporting to clients, regulatory authorities and other agreed third parties The Head of Accounting & Fund Administration is responsible and accountable for ensuring: Accounting and fund administration activities are performed, and services are delivered to clients in accordance with all contractual and client service level agreements. High standards of accuracy and timeliness, delivering services in an efficient and controlled manner with a continuous focus on improving quality and productivity Operating policies, procedures and controls are documented, adhered to and are compliant with relevant SOC/ISAE controls and regulatory requirements. Key metrics, performance and risk indicators are in place to track volumes, manage growth, service delivery quality, cost, productivity, efficiency and risk Financial performance to operating plan, forecasts are accurate, headcount and expenses are actively managed and agreed efficiency targets are achieved. Client relationships are actively developed and managed on a professional basis, regular operational service reviews are conducted, actions are documented and completed. Accounting and fund administration are appropriately represented, prepare for and actively participate at client meetings, presentations and due diligence reviews. Thorough review of new business and service requests including operating model design, resource and technology requirements and risk assessments Operating models are best in class, scalable, leverage global process standards where possible and clients are serviced on strategic technology platforms. Optimal organization, resources are available and advance planning occurs to cater for growth, on-boarding, conversions, regulatory and other major projects Engagement with global technology and vendors on the functional specification, testing and successful on-time delivery of new applications and/or software upgrades. Effective team building, training, development, talent and succession planning with a focus on setting challenging but realistic performance and stretch goals. Executive Committee, legal entity boards, second and third lines of defense are informed of relevant operational and service issues, risks and risk events in a timely manner. Awareness of relevant industry and product developments, market trends and regulatory changes impacting operations, our clients and market participants Development and execution of agreed business plans providing input into the formulation of Global Delivery and operations global strategy Control, risk, compliance/ethics and internal audit reviews or inspections are fully supported and there are no open or overdue actions for Accounting. Conflicts of interest (potential, actual, personal and business) are managed in accordance with corporate policy, and we operate with the highest standards of integrity Compliance with all corporate and local policies and procedures with particular focus on health and safety, operational and third party risk, resiliency and business continuity The candidate for this role will possess and/or be able to demonstrate, A proven track record at a senior global level in asset servicing or asset management. Over 15 years' leadership experience within operations and or technology Solid technical knowledge of accounting and fund services. Deep experience interfacing at a senior level with clients across product segments, third party managers and regulators Strong team leadership, coaching, mentoring, communication and presentation skills with s focus on talent management, optimizing technology and managing operational risk Excellent leadership skills influencing global cross-functional teams with a focus on pro-active communication and managing multiple stakeholders across the enterprise. Exceptional communication and relationship management skills, with an ability to think strategically, manage complexity, significant change and multiple key priorities. Commercially astute with an ability to manage during periods of uncertainty with extensive experience in managing client service delivery and business growth. Demonstrated resiliency and track record of driving operational improvement; Energy, enthusiasm and an obsession with service quality and delivering to clients/stakeholders. A relevant graduate degree or master's qualification that can be leveraged in this role. Ähnliche Stellen (5) Fund accounting - IMA Italy- Senior Associate locations Milan, Italy time type Full time posted on Vor 17 Tagen ausgeschrieben Fund Accounting- Senior Associate locations Zurich, Switzerland time type Full time posted on Vor 23 Tagen ausgeschrieben Alternatives Fund Accounting & Administration, Assistant Vice President locations Luxembourg, Luxembourg time type Full time posted on Vor 2 Tagen ausgeschrieben Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement .
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 25, 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 24, 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.
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.