Are you a legal professional passionate about the intricacies of private funds? Do you enjoy providing strategic counsel to clients across the investment life-cycle? If so, we want you on this firm! This international market-leading law firm, are hiring into their Private Capital and Funds group. They are seeking a 4-6 PQE talented Lawyer to join their ranks. You will join a team, advising on a diverse range of clients, from established fund managers to emerging players, on all aspects of private funds. The Role In this dynamic role, you'll: Assist with structuring, planning, and launching new private investment funds and vehicles Advise fund managers, sponsors, investors, and investment banks on fundraising strategies and documentation Support clients on investment and divestment activities across various asset classes Collaborate closely with experienced partners and associates on complex transactions The firm are seeking a candidate with: Private equity transactional lawyer with experience in private company M&A and ideally secondaries transactions A minimum of 3-6 years' PQE experience gained from a leading law firm (experience level can be adjusted based on needs) A background in private company and private equity M&A is a pre-requisite, whilst an in-depth knowledge of private equity fund structures is desired but not needed Proven experience in drafting and negotiating fund documentation (e.g., limited partnership agreements, subscription agreements) Excellent analytical and problem-solving skills with a keen eye for detail Strong communication and interpersonal skills to build relationships with clients A passion for staying current on private funds trends and developments What The Role Offers The opportunity to work on a broad spectrum of high-value private M&A and funds transactions A stimulating and fast-paced work environment with exposure to leading market players A collaborative and supportive team culture that fosters professional growth A competitive salary and benefits package Access to extensive training and development programs If this role isn't quite right, please contact me for a confidential conversation to discuss other opportunities we have that may be suitable. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
May 04, 2024
Full time
Are you a legal professional passionate about the intricacies of private funds? Do you enjoy providing strategic counsel to clients across the investment life-cycle? If so, we want you on this firm! This international market-leading law firm, are hiring into their Private Capital and Funds group. They are seeking a 4-6 PQE talented Lawyer to join their ranks. You will join a team, advising on a diverse range of clients, from established fund managers to emerging players, on all aspects of private funds. The Role In this dynamic role, you'll: Assist with structuring, planning, and launching new private investment funds and vehicles Advise fund managers, sponsors, investors, and investment banks on fundraising strategies and documentation Support clients on investment and divestment activities across various asset classes Collaborate closely with experienced partners and associates on complex transactions The firm are seeking a candidate with: Private equity transactional lawyer with experience in private company M&A and ideally secondaries transactions A minimum of 3-6 years' PQE experience gained from a leading law firm (experience level can be adjusted based on needs) A background in private company and private equity M&A is a pre-requisite, whilst an in-depth knowledge of private equity fund structures is desired but not needed Proven experience in drafting and negotiating fund documentation (e.g., limited partnership agreements, subscription agreements) Excellent analytical and problem-solving skills with a keen eye for detail Strong communication and interpersonal skills to build relationships with clients A passion for staying current on private funds trends and developments What The Role Offers The opportunity to work on a broad spectrum of high-value private M&A and funds transactions A stimulating and fast-paced work environment with exposure to leading market players A collaborative and supportive team culture that fosters professional growth A competitive salary and benefits package Access to extensive training and development programs If this role isn't quite right, please contact me for a confidential conversation to discuss other opportunities we have that may be suitable. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
About our client Our client is a multi-stage, global investment firm and is a leader within the space sector. With a new, early-stage fund, as well as their existing growth equity investment trust, they have a broad mandate and significant capital to deploy, truly supporting the most exciting businesses in the space from inception through to IPO. The firm has supported over 100 SpaceTech companies through investments and accelerators and their expertise in the sector is unrivalled. Their mission is to accelerate humanity's next giant leap and the impact of SpaceTech can be seen in a wide range of industries including sustainability and climate, security and connectivity. The team is looking to hire a VP into the investment team in an integral role working across both the early-stage and growth capital funds. You will lead/co-lead and support on new investments as well as closely supporting the existing portfolio. Reporting directly into a Partner, this is an exciting opportunity to further your investment career with a focus on some of the most cutting-edge technologies and a truly global remit. What the job involves Deal origination, high quality, pre-filtered sourcing efforts and sponsoring of deals to take to IC Investment execution, leading, co-leading and supporting deals from end to end Portfolio management, acting contact for management teams and the possibility of board observer roles Thought leadership across published sector research and market commentary Line management responsibilities for Associates, Analyst and Interns Who we are looking for Full-time investment experience from Venture Capital or Growth Equity is essential Direct experience of independently sourcing and executing deals Additional work experience in a relevant field, most likely from a deeptech start-up, consulting or investment banking will be advantageous Strong analytical toolkit and training Notable written and verbal communication skills Self-starter, capable of independently driving tasks Passion for the SpaceTech sector and deeptech in general Save role Log in to apply
May 03, 2024
Full time
About our client Our client is a multi-stage, global investment firm and is a leader within the space sector. With a new, early-stage fund, as well as their existing growth equity investment trust, they have a broad mandate and significant capital to deploy, truly supporting the most exciting businesses in the space from inception through to IPO. The firm has supported over 100 SpaceTech companies through investments and accelerators and their expertise in the sector is unrivalled. Their mission is to accelerate humanity's next giant leap and the impact of SpaceTech can be seen in a wide range of industries including sustainability and climate, security and connectivity. The team is looking to hire a VP into the investment team in an integral role working across both the early-stage and growth capital funds. You will lead/co-lead and support on new investments as well as closely supporting the existing portfolio. Reporting directly into a Partner, this is an exciting opportunity to further your investment career with a focus on some of the most cutting-edge technologies and a truly global remit. What the job involves Deal origination, high quality, pre-filtered sourcing efforts and sponsoring of deals to take to IC Investment execution, leading, co-leading and supporting deals from end to end Portfolio management, acting contact for management teams and the possibility of board observer roles Thought leadership across published sector research and market commentary Line management responsibilities for Associates, Analyst and Interns Who we are looking for Full-time investment experience from Venture Capital or Growth Equity is essential Direct experience of independently sourcing and executing deals Additional work experience in a relevant field, most likely from a deeptech start-up, consulting or investment banking will be advantageous Strong analytical toolkit and training Notable written and verbal communication skills Self-starter, capable of independently driving tasks Passion for the SpaceTech sector and deeptech in general Save role Log in to apply
PGIM Fixed Income EMEA Marketing Specialist London Based, initial 6 month Fixed Term Contract A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: PGIM Fixed Income has evolved its marketing strategy to deliver an always-on and integrated content experience in support of elevating awareness of its investment reputation. To continue the evolution of our content and delivery capabilities toward a more personalized client experience, we are looking to add a marketing project specialist to our marketing team. The role sits within the Marketing function and is part of the Client Advisory Group within PGIM Fixed Income (PGIM FI). This individual will support marketing in many key functions, including conferences and events, content creation and delivery, advertising and sponsorship activities in partnership with the Client Advisory Group and our Investment teams. The individual will be critical to the continued growth of marketing within PGIM Fixed Income. This position will be based in London. What you can expect: Management and execution the annual EMEA conference and event plan Project manage the sponsorship and execution of quality, local industry events, ensuring high impact brand visibility and engagement opportunities Project manage the delivery of proprietary events; manage all deliverables from scheduling speakers, invitation copy writing, giveaways to partnering with social team to promote and amplify Support budget tracking, invoices, manage contract negotiations, legal and compliance approval and business sign off Track all conference and event activity in CRM database; ensure feedback and performance results are captured, in order to identify and deliver opportunities to improve engagement Support strategic EMEA marketing plans to drive an integrated approach to earned and paid media, events, and sponsorships. Work with the client advisory, product, marketing, compliance, and investment teams to support the creation and delivery of content and campaigns to support the fixed income business Ad hoc projects as needed; i.e. partnering with technology team to improve event and conference analytics Build strong working relationships with key stakeholders within the business areas and the wider business. What you will bring: Ideally 3 years' experience in related marketing and communications Financial services or investment management experience strongly preferred Strong Excel and project management skills. Salesforce and Marketing Cloud experience beneficial Proven ability to work effectively with cross-functional teams Excellent written and verbal communication skills Strong organizational and analytical skills Ability to work well under pressure in a deadline-oriented environment Ability to work well both independently, as well as collaboratively Creativity and a proven capacity for critical thinking. Ability to manage and prioritize multiple action items at once PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. About PGIM Fixed Income: PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. For more information, please visit PGIM Fixed Income About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. -Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.
May 01, 2024
Full time
PGIM Fixed Income EMEA Marketing Specialist London Based, initial 6 month Fixed Term Contract A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: PGIM Fixed Income has evolved its marketing strategy to deliver an always-on and integrated content experience in support of elevating awareness of its investment reputation. To continue the evolution of our content and delivery capabilities toward a more personalized client experience, we are looking to add a marketing project specialist to our marketing team. The role sits within the Marketing function and is part of the Client Advisory Group within PGIM Fixed Income (PGIM FI). This individual will support marketing in many key functions, including conferences and events, content creation and delivery, advertising and sponsorship activities in partnership with the Client Advisory Group and our Investment teams. The individual will be critical to the continued growth of marketing within PGIM Fixed Income. This position will be based in London. What you can expect: Management and execution the annual EMEA conference and event plan Project manage the sponsorship and execution of quality, local industry events, ensuring high impact brand visibility and engagement opportunities Project manage the delivery of proprietary events; manage all deliverables from scheduling speakers, invitation copy writing, giveaways to partnering with social team to promote and amplify Support budget tracking, invoices, manage contract negotiations, legal and compliance approval and business sign off Track all conference and event activity in CRM database; ensure feedback and performance results are captured, in order to identify and deliver opportunities to improve engagement Support strategic EMEA marketing plans to drive an integrated approach to earned and paid media, events, and sponsorships. Work with the client advisory, product, marketing, compliance, and investment teams to support the creation and delivery of content and campaigns to support the fixed income business Ad hoc projects as needed; i.e. partnering with technology team to improve event and conference analytics Build strong working relationships with key stakeholders within the business areas and the wider business. What you will bring: Ideally 3 years' experience in related marketing and communications Financial services or investment management experience strongly preferred Strong Excel and project management skills. Salesforce and Marketing Cloud experience beneficial Proven ability to work effectively with cross-functional teams Excellent written and verbal communication skills Strong organizational and analytical skills Ability to work well under pressure in a deadline-oriented environment Ability to work well both independently, as well as collaboratively Creativity and a proven capacity for critical thinking. Ability to manage and prioritize multiple action items at once PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. About PGIM Fixed Income: PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. For more information, please visit PGIM Fixed Income About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. -Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.
PGIM Fixed Income Client Management London A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: PGIM Fixed Income seeks to recruit an institutional client management professional to its EMEA Client Advisory Team. The role will report into the London-based Vice President, Client Management responsible for the Benelux and Nordics based clients and work closely with other client management team members and client advisors. Initial location for the role would be London with a potential relocation to Amsterdam or Stockholm in the future. What you can expect: Act as the central point of contact for a number of Benelux and/or Nordics domiciled institutional clients Responsible for resolving, or overseeing the resolution of, inquiries from clients, respective client consultants and other advisers e.g. OCIOs, fund administrators Provide clients with updates regarding their portfolios and our business, working independently to limit using portfolio management resources Manage portfolio reviews for larger clients with resources from the portfolio management team Assist the Benelux and Nordics Client Advisors in cross-selling efforts Pro-actively generate cross selling leads Demonstrate creativity and pro-activity in solving problems Work closely with the European and US-based Client Management teams and other internal business groups Attend investment meetings to remain current on our investment strategies Partner with Client Advisors to develop and host regional client events Pro-actively participate in the development and training of associates and junior talent Contribute to our supportive culture and communicate effectively with colleagues and clients What you will bring: Established experience of buy-side asset management working in a similar role within the Benelux and/or Nordic institutional market Strong institutional client management skills and experience with Benelux and Nordic institutional clients including an understanding of the ESG and/or regulatory landscape (e.g. IMVB for The Netherlands and the NBIM exclusions for Norway) for clients is a pre-requisite Knowledge of the fixed income market and strategies is essential including investment grade and high yield bonds, emerging market debt and bank loans and their derivatives Ability to travel regularly to both regions for client visits Experience with structuring and hosting client meetings (virtual and in-person) Knowledge of pooled fund structures such as UCITS and QIFs would be beneficial Proficient use of technology applications through suite of Office 360 applications Aladdin and Salesforce experience beneficial Strong critical thinking and logic skills Embraces and encourages change and development Maintains high level of productivity and self-direction Proactive in solution solving BA/BS degree What will set you apart: Additional language skills, in particular in Benelux and Nordic languages, would be a plus A post-graduate qualification such as the CFA or MBA would be an advantage but is not required PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. About PGIM Fixed Income: PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. For more information, please visit PGIM Fixed Income About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. -Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.
May 01, 2024
Full time
PGIM Fixed Income Client Management London A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: PGIM Fixed Income seeks to recruit an institutional client management professional to its EMEA Client Advisory Team. The role will report into the London-based Vice President, Client Management responsible for the Benelux and Nordics based clients and work closely with other client management team members and client advisors. Initial location for the role would be London with a potential relocation to Amsterdam or Stockholm in the future. What you can expect: Act as the central point of contact for a number of Benelux and/or Nordics domiciled institutional clients Responsible for resolving, or overseeing the resolution of, inquiries from clients, respective client consultants and other advisers e.g. OCIOs, fund administrators Provide clients with updates regarding their portfolios and our business, working independently to limit using portfolio management resources Manage portfolio reviews for larger clients with resources from the portfolio management team Assist the Benelux and Nordics Client Advisors in cross-selling efforts Pro-actively generate cross selling leads Demonstrate creativity and pro-activity in solving problems Work closely with the European and US-based Client Management teams and other internal business groups Attend investment meetings to remain current on our investment strategies Partner with Client Advisors to develop and host regional client events Pro-actively participate in the development and training of associates and junior talent Contribute to our supportive culture and communicate effectively with colleagues and clients What you will bring: Established experience of buy-side asset management working in a similar role within the Benelux and/or Nordic institutional market Strong institutional client management skills and experience with Benelux and Nordic institutional clients including an understanding of the ESG and/or regulatory landscape (e.g. IMVB for The Netherlands and the NBIM exclusions for Norway) for clients is a pre-requisite Knowledge of the fixed income market and strategies is essential including investment grade and high yield bonds, emerging market debt and bank loans and their derivatives Ability to travel regularly to both regions for client visits Experience with structuring and hosting client meetings (virtual and in-person) Knowledge of pooled fund structures such as UCITS and QIFs would be beneficial Proficient use of technology applications through suite of Office 360 applications Aladdin and Salesforce experience beneficial Strong critical thinking and logic skills Embraces and encourages change and development Maintains high level of productivity and self-direction Proactive in solution solving BA/BS degree What will set you apart: Additional language skills, in particular in Benelux and Nordic languages, would be a plus A post-graduate qualification such as the CFA or MBA would be an advantage but is not required PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. About PGIM Fixed Income: PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. For more information, please visit PGIM Fixed Income About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. -Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.
Silver Circle Firm Private Equity Associate 2-3PQE London This established City firm is regularly sought out by well-known corporates for their full-service capabilities. Working across a range of sectors including pharmaceuticals, media, financial and professional services, and retail for advice on large cross-border deals. With a strong international network, they are able to provide the best services for their clients in each jurisdiction. The firm boasts an entrepreneurial range of services, operating in both the public and private markets, as well as a strong independent culture, which is both challenging and supportive, allowing their employees to thrive. Acting for a roll call of leading mid-market firms, the team's far-reaching sponsor-side activity ranges from big-ticket buyouts and divestitures to secondary transactions and continuation fund deals. The Private Equity team are market leading, with a long-standing reputation, having done Private Equity since the early days of the firm, advising private equity sponsors, management teams, and portfolio companies on the full spectrum of private equity matters. As part of the role you can expect gain exposure to high quality mid-market Private Equity transactions including fund formation, private equity house internal governance and management matters, regulatory matters, tax structuring, leveraged buy-outs, acquisition finance, management teams, secondaries, growth and venture investment. To be successful in your application, you will: Be a UK qualified lawyer with 2-3 years' PQE. Have private equity experience from a top-tier international or city practice. Have strong academic qualifications. Be ambitious, with a genuine commitment to develop their professional and legal skills and the profile of the team. Be articulate and confident to deliver at the highest standard within a team of highly competent associates at the top of their game. Be able to fit in well within a friendly and collegiate team. Please apply as directed or confidentially contact Aidan McAvinue at Search Legal for more information. Alternatively, if this role is not for you, I am working a variety of other corporate opportunities with ranked teams in the City London so would be interested to talk to any corporate lawyer. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 01, 2024
Full time
Silver Circle Firm Private Equity Associate 2-3PQE London This established City firm is regularly sought out by well-known corporates for their full-service capabilities. Working across a range of sectors including pharmaceuticals, media, financial and professional services, and retail for advice on large cross-border deals. With a strong international network, they are able to provide the best services for their clients in each jurisdiction. The firm boasts an entrepreneurial range of services, operating in both the public and private markets, as well as a strong independent culture, which is both challenging and supportive, allowing their employees to thrive. Acting for a roll call of leading mid-market firms, the team's far-reaching sponsor-side activity ranges from big-ticket buyouts and divestitures to secondary transactions and continuation fund deals. The Private Equity team are market leading, with a long-standing reputation, having done Private Equity since the early days of the firm, advising private equity sponsors, management teams, and portfolio companies on the full spectrum of private equity matters. As part of the role you can expect gain exposure to high quality mid-market Private Equity transactions including fund formation, private equity house internal governance and management matters, regulatory matters, tax structuring, leveraged buy-outs, acquisition finance, management teams, secondaries, growth and venture investment. To be successful in your application, you will: Be a UK qualified lawyer with 2-3 years' PQE. Have private equity experience from a top-tier international or city practice. Have strong academic qualifications. Be ambitious, with a genuine commitment to develop their professional and legal skills and the profile of the team. Be articulate and confident to deliver at the highest standard within a team of highly competent associates at the top of their game. Be able to fit in well within a friendly and collegiate team. Please apply as directed or confidentially contact Aidan McAvinue at Search Legal for more information. Alternatively, if this role is not for you, I am working a variety of other corporate opportunities with ranked teams in the City London so would be interested to talk to any corporate lawyer. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Location: Cornwall (Home Based but must be able to attend regular client meetings in person) This role is fixed term to the 31 March 2025. Salary - up to £60,000.00, dependant upon skills and experience. Job Overview Oxford Innovation Advice is a commercial organisation recognised as market leading specialists in SME business growth support and development. Now firmly established as a key provider of advisory services to businesses in the Duchy, having successfully delivered the ERDF funded Access to Finance Project since 2017, we are now recruiting for the new programme, Access to Finance Plus (A2F+). This role will report to the Programme Delivery Manager. The aim of the role will be to lead the team delivering an Equity Investment Readiness Accelerator. Based on our proven model, you will support the progression of 5 cohorts of businesses through an intensive course covering all aspects of investment readiness and presentation to potential investors. You will work with Cornwall & Isles of Scilly based start-up businesses and established SMEs to guide them through a 10 module plan including the development of compelling pitch decks and associated financials. The successful candidate will be experienced in all aspects of raising equity funds and have a good understanding of the local market dynamics. You will be able to demonstrate your experience and understanding of the different sources of equity finance and how to build a credible picture to present to potential investors. You will be experienced in leading and motivating a team, with strong communication skills and a positive outlook. You will be experienced in negotiating and influencing at a senior decision maker level, with an ability to build lasting relationships. Oxford Innovation Advice are widely acknowledged as market leaders in the delivery of business advisory services to SMEs. Our sister division, OI Finance, runs the UK's most active Business Angel network and manages a co-investment fund so we possess a wealth of knowledge and experience that you can leverage. We enjoy a reputation for exemplary customer service and the ability to deliver results. Our people are recognised for exceptional skill levels, the ability to get things done and for working in a light touch managerial environment where we trust our employees to perform with minimal supervision. Key Roles and Responsibilities The role will include the following activities: Team management with 3 direct reports - Performance development, team engagement, productivity, effectiveness and, in conjunction with the Programme Delivery Manager, appraisals; Delivery, in conjunction with the PDM, of programme targets; sharing resource and expertise as and when required; Resource planning and client allocation (with PST and PDM); Co-ordinate and lead the delivery of workshops and peer to peer events. Work as an Adviser with reduced case load. Build enduring relationships with investors and their intermediaries Promote a strong working relationship with the Growth Hub and other delivery organisations. Regular group meetings with direct reports to share best practice, client experiences, performance issues, reporting etc. Accurately checking of all timesheets and expenses for team Key Measures: Programme targets - SMEs recruited, adviser efficiency, contracted impact measures (number of clients completing the course, successful equity investor introductions, jobs created, finance raised etc) Development of Investor networks. Performance and development of direct reports Adviser productivity and development SME satisfaction Adherence to OI Advice policies and systems About you Ability to work independently with evidence of sound judgement Experience of the Equity Investment market and associated processes Previous experience of building relationships essential Ability to motivate a team in times of change Strong communication skills at all levels essential A self-motivated, adaptable and positive outlook Experience of working in a demanding environment, where the willingness to do whatever is necessary to meet the needs of the business, is crucial Experience of negotiating/influencing at senior decision maker level To be seen as trustworthy, approachable and available About Us Oxford Innovation Advice is a dynamic and fast growing company where a culture of constant innovation and mutual respect delivers bottom line results from within a stimulating and challenging working environment. Part of SQW Group, our sister divisions provide flexible office space for start-up and growing technology companies, Angel investment networks and co-investment fund management plus public policy and economic development consultancy services in the UK, Europe and Asia. Our closing date for applications is the 10th May 2024. We reserve the right to appoint prior to this date, therefore applications should be submitted as soon as possible. We are an equal opportunities employer and welcome applications from candidates of all backgrounds. JBRP1_UKTJ
May 01, 2024
Full time
Location: Cornwall (Home Based but must be able to attend regular client meetings in person) This role is fixed term to the 31 March 2025. Salary - up to £60,000.00, dependant upon skills and experience. Job Overview Oxford Innovation Advice is a commercial organisation recognised as market leading specialists in SME business growth support and development. Now firmly established as a key provider of advisory services to businesses in the Duchy, having successfully delivered the ERDF funded Access to Finance Project since 2017, we are now recruiting for the new programme, Access to Finance Plus (A2F+). This role will report to the Programme Delivery Manager. The aim of the role will be to lead the team delivering an Equity Investment Readiness Accelerator. Based on our proven model, you will support the progression of 5 cohorts of businesses through an intensive course covering all aspects of investment readiness and presentation to potential investors. You will work with Cornwall & Isles of Scilly based start-up businesses and established SMEs to guide them through a 10 module plan including the development of compelling pitch decks and associated financials. The successful candidate will be experienced in all aspects of raising equity funds and have a good understanding of the local market dynamics. You will be able to demonstrate your experience and understanding of the different sources of equity finance and how to build a credible picture to present to potential investors. You will be experienced in leading and motivating a team, with strong communication skills and a positive outlook. You will be experienced in negotiating and influencing at a senior decision maker level, with an ability to build lasting relationships. Oxford Innovation Advice are widely acknowledged as market leaders in the delivery of business advisory services to SMEs. Our sister division, OI Finance, runs the UK's most active Business Angel network and manages a co-investment fund so we possess a wealth of knowledge and experience that you can leverage. We enjoy a reputation for exemplary customer service and the ability to deliver results. Our people are recognised for exceptional skill levels, the ability to get things done and for working in a light touch managerial environment where we trust our employees to perform with minimal supervision. Key Roles and Responsibilities The role will include the following activities: Team management with 3 direct reports - Performance development, team engagement, productivity, effectiveness and, in conjunction with the Programme Delivery Manager, appraisals; Delivery, in conjunction with the PDM, of programme targets; sharing resource and expertise as and when required; Resource planning and client allocation (with PST and PDM); Co-ordinate and lead the delivery of workshops and peer to peer events. Work as an Adviser with reduced case load. Build enduring relationships with investors and their intermediaries Promote a strong working relationship with the Growth Hub and other delivery organisations. Regular group meetings with direct reports to share best practice, client experiences, performance issues, reporting etc. Accurately checking of all timesheets and expenses for team Key Measures: Programme targets - SMEs recruited, adviser efficiency, contracted impact measures (number of clients completing the course, successful equity investor introductions, jobs created, finance raised etc) Development of Investor networks. Performance and development of direct reports Adviser productivity and development SME satisfaction Adherence to OI Advice policies and systems About you Ability to work independently with evidence of sound judgement Experience of the Equity Investment market and associated processes Previous experience of building relationships essential Ability to motivate a team in times of change Strong communication skills at all levels essential A self-motivated, adaptable and positive outlook Experience of working in a demanding environment, where the willingness to do whatever is necessary to meet the needs of the business, is crucial Experience of negotiating/influencing at senior decision maker level To be seen as trustworthy, approachable and available About Us Oxford Innovation Advice is a dynamic and fast growing company where a culture of constant innovation and mutual respect delivers bottom line results from within a stimulating and challenging working environment. Part of SQW Group, our sister divisions provide flexible office space for start-up and growing technology companies, Angel investment networks and co-investment fund management plus public policy and economic development consultancy services in the UK, Europe and Asia. Our closing date for applications is the 10th May 2024. We reserve the right to appoint prior to this date, therefore applications should be submitted as soon as possible. We are an equal opportunities employer and welcome applications from candidates of all backgrounds. JBRP1_UKTJ
Company Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices. Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. What is Consulting? Our consulting clients work on behalf of large companies (e.g. Fortune 500's) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions. The insights they get through our experts and content are the backbone of the recommendations they deliver to their clients. Associate, ConsultingClients As an Associate in our Consulting business, you'll have opportunities to work with the top management consulting firms in the world. They will trust in you for access to the most relevant experts and research content, which you are responsible for identifying and recommending to them throughout their project lifecycles. To do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results for both clients and experts. The projects can be complex, but the impact is meaningful - every day you will get to hear directly from your clients, experts and colleagues about the difference you have made. The hats you will wear: Business driver: understandingexcellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business. Problem solver: Consulting clients count on us for their research needs, it's our job to execute on their requests for experts. In practice: you will search for and vet experts to support your clients at each stage of their research . They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality. Player & coach: We operate as one team, both within your individual team and within the EUConsulting business at large. One day, you will be leading the charge, and another you'll be supporting your peers. In practice: you will be asked to train and develop the people around you, both on your team and those you're working with on client requests. You will also receive lots of hands-on training and coaching yourself. We are a feedback-centric culture, and value effective communication. Research partner: Throughout their research, clients rely on us to think as an extension of their team. In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You'll also need occasionally to go above and beyond to ensure a smooth partnership with your clients. Discover More Curious about our Private Equity and Funds verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients' language and intricately understand how they operate. Qualifications Areas that play to your strengths: You must be able to deliver high quality and high volume work on a deadline. You will be working on lots of workstreams simultaneously, but that energises you - you have the ability to multitask and remain organised, collaborating with others. Consultants are working to make decisions quickly, so the ability to be efficient with your time is key. When your client relies on us for help at off hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. Each day will look different, and that's what makes the job interesting. The Founder's Mentality completely resonates with you, as this approach is part of our DNA. Each day and each deliverable is a chance to go above and beyond for your expert, client, team, and prove that you're the best of the best. You're competitive with a drive towards excellence, as you will be held towards both qualitative and quantitative performance measures. Consulting firms work with many of our competitors, and you're focussed on setting yourself apart and have them rely on you as a trusted, true partner. You're also resilient and are able to roll with the punches even when clients go in another direction, and commit to challenges as opportunities to learn and grow. You're a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn't phase you - what matters to you is to get results, and fast. Your attitude is to roll up your sleeves and you enjoy being in the thick of the action together with others. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you're relentless in getting the data points you need to adjust your approach until you are their number one. With the skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader. Additional Information What our people love about being Associates in Consulting Clients: Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management. Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers. Consultants truly lean on Third Bridge for their research, whether for strategy consulting or diligence work. Our clients are appreciative of and value our support and partnership. Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds. Building strong relationships both internally and externally create significant opportunities for professional development. We win together as a team. Thrive at Third Bridge! Expect your total first-year compensation to be in excess of £46,000, including bonus.Beyond pay, you can expect clear performance goals and to be recognised for your contributions. After 2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation. We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits: Salary: Competitivebase salary of £40,000with access to our bonus scheme after just 1 month. Plus anincrease of£3,000 on your base salaryon your 12 month anniversary. In Year 1, an average performer can expect to earn at least£46,000OTE but our top performers make more! Vacation: 25 days (which increases to 28 days after 2 years of service) plus UK Bank Holidays Learning: personal development allowance of £750 per year Health and wellbeing: private medical insurance and healthcare cash plan, a variety of health and wellbeing events to focus on mental health, Ride to Work scheme (savings on bikes and accessories) Future and family: pension contributions of 4% (increases with tenure) and life insurance of 4x of your base salary Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays' Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more Social: weekly optional social gatherings, daily breakfast and snacks, social events ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: . click apply for full job details
May 01, 2024
Full time
Company Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices. Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. What is Consulting? Our consulting clients work on behalf of large companies (e.g. Fortune 500's) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions. The insights they get through our experts and content are the backbone of the recommendations they deliver to their clients. Associate, ConsultingClients As an Associate in our Consulting business, you'll have opportunities to work with the top management consulting firms in the world. They will trust in you for access to the most relevant experts and research content, which you are responsible for identifying and recommending to them throughout their project lifecycles. To do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results for both clients and experts. The projects can be complex, but the impact is meaningful - every day you will get to hear directly from your clients, experts and colleagues about the difference you have made. The hats you will wear: Business driver: understandingexcellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business. Problem solver: Consulting clients count on us for their research needs, it's our job to execute on their requests for experts. In practice: you will search for and vet experts to support your clients at each stage of their research . They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality. Player & coach: We operate as one team, both within your individual team and within the EUConsulting business at large. One day, you will be leading the charge, and another you'll be supporting your peers. In practice: you will be asked to train and develop the people around you, both on your team and those you're working with on client requests. You will also receive lots of hands-on training and coaching yourself. We are a feedback-centric culture, and value effective communication. Research partner: Throughout their research, clients rely on us to think as an extension of their team. In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You'll also need occasionally to go above and beyond to ensure a smooth partnership with your clients. Discover More Curious about our Private Equity and Funds verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients' language and intricately understand how they operate. Qualifications Areas that play to your strengths: You must be able to deliver high quality and high volume work on a deadline. You will be working on lots of workstreams simultaneously, but that energises you - you have the ability to multitask and remain organised, collaborating with others. Consultants are working to make decisions quickly, so the ability to be efficient with your time is key. When your client relies on us for help at off hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. Each day will look different, and that's what makes the job interesting. The Founder's Mentality completely resonates with you, as this approach is part of our DNA. Each day and each deliverable is a chance to go above and beyond for your expert, client, team, and prove that you're the best of the best. You're competitive with a drive towards excellence, as you will be held towards both qualitative and quantitative performance measures. Consulting firms work with many of our competitors, and you're focussed on setting yourself apart and have them rely on you as a trusted, true partner. You're also resilient and are able to roll with the punches even when clients go in another direction, and commit to challenges as opportunities to learn and grow. You're a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn't phase you - what matters to you is to get results, and fast. Your attitude is to roll up your sleeves and you enjoy being in the thick of the action together with others. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you're relentless in getting the data points you need to adjust your approach until you are their number one. With the skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader. Additional Information What our people love about being Associates in Consulting Clients: Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management. Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers. Consultants truly lean on Third Bridge for their research, whether for strategy consulting or diligence work. Our clients are appreciative of and value our support and partnership. Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds. Building strong relationships both internally and externally create significant opportunities for professional development. We win together as a team. Thrive at Third Bridge! Expect your total first-year compensation to be in excess of £46,000, including bonus.Beyond pay, you can expect clear performance goals and to be recognised for your contributions. After 2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation. We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits: Salary: Competitivebase salary of £40,000with access to our bonus scheme after just 1 month. Plus anincrease of£3,000 on your base salaryon your 12 month anniversary. In Year 1, an average performer can expect to earn at least£46,000OTE but our top performers make more! Vacation: 25 days (which increases to 28 days after 2 years of service) plus UK Bank Holidays Learning: personal development allowance of £750 per year Health and wellbeing: private medical insurance and healthcare cash plan, a variety of health and wellbeing events to focus on mental health, Ride to Work scheme (savings on bikes and accessories) Future and family: pension contributions of 4% (increases with tenure) and life insurance of 4x of your base salary Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays' Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more Social: weekly optional social gatherings, daily breakfast and snacks, social events ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: . click apply for full job details
Company Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices. Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. What is Consulting? Our consulting clients work on behalf of large companies (e.g. Fortune 500's) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions. The insights they get through our experts and content are the backbone of the recommendations they deliver to their clients. Associate, ConsultingClients As an Associate in our Consulting business, you'll have opportunities to work with the top management consulting firms in the world. They will trust in you for access to the most relevant experts and research content, which you are responsible for identifying and recommending to them throughout their project lifecycles. To do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results for both clients and experts. The projects can be complex, but the impact is meaningful - every day you will get to hear directly from your clients, experts and colleagues about the difference you have made. The hats you will wear: Business driver: understandingexcellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business. Problem solver: Consulting clients count on us for their research needs, it's our job to execute on their requests for experts. In practice: you will search for and vet experts to support your clients at each stage of their research . They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality. Player & coach: We operate as one team, both within your individual team and within the EUConsulting business at large. One day, you will be leading the charge, and another you'll be supporting your peers. In practice: you will be asked to train and develop the people around you, both on your team and those you're working with on client requests. You will also receive lots of hands-on training and coaching yourself. We are a feedback-centric culture, and value effective communication. Research partner: Throughout their research, clients rely on us to think as an extension of their team. In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You'll also need occasionally to go above and beyond to ensure a smooth partnership with your clients. Discover More Curious about our Private Equity and Funds verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients' language and intricately understand how they operate. Qualifications Areas that play to your strengths: You must be able to deliver high quality and high volume work on a deadline. You will be working on lots of workstreams simultaneously, but that energises you - you have the ability to multitask and remain organised, collaborating with others. Consultants are working to make decisions quickly, so the ability to be efficient with your time is key. When your client relies on us for help at off hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. Each day will look different, and that's what makes the job interesting. The Founder's Mentality completely resonates with you, as this approach is part of our DNA. Each day and each deliverable is a chance to go above and beyond for your expert, client, team, and prove that you're the best of the best. You're competitive with a drive towards excellence, as you will be held towards both qualitative and quantitative performance measures. Consulting firms work with many of our competitors, and you're focussed on setting yourself apart and have them rely on you as a trusted, true partner. You're also resilient and are able to roll with the punches even when clients go in another direction, and commit to challenges as opportunities to learn and grow. You're a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn't phase you - what matters to you is to get results, and fast. Your attitude is to roll up your sleeves and you enjoy being in the thick of the action together with others. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you're relentless in getting the data points you need to adjust your approach until you are their number one. With the skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader. Additional Information What our people love about being Associates in Consulting Clients: Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management. Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers. Consultants truly lean on Third Bridge for their research, whether for strategy consulting or diligence work. Our clients are appreciative of and value our support and partnership. Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds. Building strong relationships both internally and externally create significant opportunities for professional development. We win together as a team. Thrive at Third Bridge! Expect your total first-year compensation to be in excess of £46,000, including bonus.Beyond pay, you can expect clear performance goals and to be recognised for your contributions. After 2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation. We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits: Salary: Competitivebase salary of £40,000with access to our bonus scheme after just 1 month. Plus anincrease of£3,000 on your base salaryon your 12 month anniversary. In Year 1, an average performer can expect to earn at least£46,000OTE but our top performers make more! Vacation: 25 days (which increases to 28 days after 2 years of service) plus UK Bank Holidays Learning: personal development allowance of £750 per year Health and wellbeing: private medical insurance and healthcare cash plan, a variety of health and wellbeing events to focus on mental health, Ride to Work scheme (savings on bikes and accessories) Future and family: pension contributions of 4% (increases with tenure) and life insurance of 4x of your base salary Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays' Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more Social: weekly optional social gatherings, daily breakfast and snacks, social events ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: . click apply for full job details
May 01, 2024
Full time
Company Description About Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices. Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. What is Consulting? Our consulting clients work on behalf of large companies (e.g. Fortune 500's) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions. The insights they get through our experts and content are the backbone of the recommendations they deliver to their clients. Associate, ConsultingClients As an Associate in our Consulting business, you'll have opportunities to work with the top management consulting firms in the world. They will trust in you for access to the most relevant experts and research content, which you are responsible for identifying and recommending to them throughout their project lifecycles. To do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results for both clients and experts. The projects can be complex, but the impact is meaningful - every day you will get to hear directly from your clients, experts and colleagues about the difference you have made. The hats you will wear: Business driver: understandingexcellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business. Problem solver: Consulting clients count on us for their research needs, it's our job to execute on their requests for experts. In practice: you will search for and vet experts to support your clients at each stage of their research . They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality. Player & coach: We operate as one team, both within your individual team and within the EUConsulting business at large. One day, you will be leading the charge, and another you'll be supporting your peers. In practice: you will be asked to train and develop the people around you, both on your team and those you're working with on client requests. You will also receive lots of hands-on training and coaching yourself. We are a feedback-centric culture, and value effective communication. Research partner: Throughout their research, clients rely on us to think as an extension of their team. In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You'll also need occasionally to go above and beyond to ensure a smooth partnership with your clients. Discover More Curious about our Private Equity and Funds verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients' language and intricately understand how they operate. Qualifications Areas that play to your strengths: You must be able to deliver high quality and high volume work on a deadline. You will be working on lots of workstreams simultaneously, but that energises you - you have the ability to multitask and remain organised, collaborating with others. Consultants are working to make decisions quickly, so the ability to be efficient with your time is key. When your client relies on us for help at off hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. Each day will look different, and that's what makes the job interesting. The Founder's Mentality completely resonates with you, as this approach is part of our DNA. Each day and each deliverable is a chance to go above and beyond for your expert, client, team, and prove that you're the best of the best. You're competitive with a drive towards excellence, as you will be held towards both qualitative and quantitative performance measures. Consulting firms work with many of our competitors, and you're focussed on setting yourself apart and have them rely on you as a trusted, true partner. You're also resilient and are able to roll with the punches even when clients go in another direction, and commit to challenges as opportunities to learn and grow. You're a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn't phase you - what matters to you is to get results, and fast. Your attitude is to roll up your sleeves and you enjoy being in the thick of the action together with others. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you're relentless in getting the data points you need to adjust your approach until you are their number one. With the skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader. Additional Information What our people love about being Associates in Consulting Clients: Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management. Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers. Consultants truly lean on Third Bridge for their research, whether for strategy consulting or diligence work. Our clients are appreciative of and value our support and partnership. Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds. Building strong relationships both internally and externally create significant opportunities for professional development. We win together as a team. Thrive at Third Bridge! Expect your total first-year compensation to be in excess of £46,000, including bonus.Beyond pay, you can expect clear performance goals and to be recognised for your contributions. After 2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation. We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits: Salary: Competitivebase salary of £40,000with access to our bonus scheme after just 1 month. Plus anincrease of£3,000 on your base salaryon your 12 month anniversary. In Year 1, an average performer can expect to earn at least£46,000OTE but our top performers make more! Vacation: 25 days (which increases to 28 days after 2 years of service) plus UK Bank Holidays Learning: personal development allowance of £750 per year Health and wellbeing: private medical insurance and healthcare cash plan, a variety of health and wellbeing events to focus on mental health, Ride to Work scheme (savings on bikes and accessories) Future and family: pension contributions of 4% (increases with tenure) and life insurance of 4x of your base salary Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays' Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more Social: weekly optional social gatherings, daily breakfast and snacks, social events ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge) Frontline Innovation: . click apply for full job details
Location: Cornwall (Home Based but must be able to attend regular client meetings in person) This role is fixed term to the 31 March 2025. Salary - up to £60,000.00, dependant upon skills and experience. Job Overview Oxford Innovation Advice is a commercial organisation recognised as market leading specialists in SME business growth support and development. Now firmly established as a key provider of advisory services to businesses in the Duchy, having successfully delivered the ERDF funded Access to Finance Project since 2017, we are now recruiting for the new programme, Access to Finance Plus (A2F+). This role will report to the Programme Delivery Manager. The aim of the role will be to lead the team delivering an Equity Investment Readiness Accelerator. Based on our proven model, you will support the progression of 5 cohorts of businesses through an intensive course covering all aspects of investment readiness and presentation to potential investors. You will work with Cornwall & Isles of Scilly based start-up businesses and established SMEs to guide them through a 10 module plan including the development of compelling pitch decks and associated financials. The successful candidate will be experienced in all aspects of raising equity funds and have a good understanding of the local market dynamics. You will be able to demonstrate your experience and understanding of the different sources of equity finance and how to build a credible picture to present to potential investors. You will be experienced in leading and motivating a team, with strong communication skills and a positive outlook. You will be experienced in negotiating and influencing at a senior decision maker level, with an ability to build lasting relationships. Oxford Innovation Advice are widely acknowledged as market leaders in the delivery of business advisory services to SMEs. Our sister division, OI Finance, runs the UK's most active Business Angel network and manages a co-investment fund so we possess a wealth of knowledge and experience that you can leverage. We enjoy a reputation for exemplary customer service and the ability to deliver results. Our people are recognised for exceptional skill levels, the ability to get things done and for working in a light touch managerial environment where we trust our employees to perform with minimal supervision. Key Roles and Responsibilities The role will include the following activities: Team management with 3 direct reports - Performance development, team engagement, productivity, effectiveness and, in conjunction with the Programme Delivery Manager, appraisals; Delivery, in conjunction with the PDM, of programme targets; sharing resource and expertise as and when required; Resource planning and client allocation (with PST and PDM); Co-ordinate and lead the delivery of workshops and peer to peer events. Work as an Adviser with reduced case load. Build enduring relationships with investors and their intermediaries Promote a strong working relationship with the Growth Hub and other delivery organisations. Regular group meetings with direct reports to share best practice, client experiences, performance issues, reporting etc. Accurately checking of all timesheets and expenses for team Key Measures: Programme targets - SMEs recruited, adviser efficiency, contracted impact measures (number of clients completing the course, successful equity investor introductions, jobs created, finance raised etc) Development of Investor networks. Performance and development of direct reports Adviser productivity and development SME satisfaction Adherence to OI Advice policies and systems About you Ability to work independently with evidence of sound judgement Experience of the Equity Investment market and associated processes Previous experience of building relationships essential Ability to motivate a team in times of change Strong communication skills at all levels essential A self-motivated, adaptable and positive outlook Experience of working in a demanding environment, where the willingness to do whatever is necessary to meet the needs of the business, is crucial Experience of negotiating/influencing at senior decision maker level To be seen as trustworthy, approachable and available About Us Oxford Innovation Advice is a dynamic and fast growing company where a culture of constant innovation and mutual respect delivers bottom line results from within a stimulating and challenging working environment. Part of SQW Group, our sister divisions provide flexible office space for start-up and growing technology companies, Angel investment networks and co-investment fund management plus public policy and economic development consultancy services in the UK, Europe and Asia. Our closing date for applications is the 10th May 2024. We reserve the right to appoint prior to this date, therefore applications should be submitted as soon as possible. We are an equal opportunities employer and welcome applications from candidates of all backgrounds.
May 01, 2024
Full time
Location: Cornwall (Home Based but must be able to attend regular client meetings in person) This role is fixed term to the 31 March 2025. Salary - up to £60,000.00, dependant upon skills and experience. Job Overview Oxford Innovation Advice is a commercial organisation recognised as market leading specialists in SME business growth support and development. Now firmly established as a key provider of advisory services to businesses in the Duchy, having successfully delivered the ERDF funded Access to Finance Project since 2017, we are now recruiting for the new programme, Access to Finance Plus (A2F+). This role will report to the Programme Delivery Manager. The aim of the role will be to lead the team delivering an Equity Investment Readiness Accelerator. Based on our proven model, you will support the progression of 5 cohorts of businesses through an intensive course covering all aspects of investment readiness and presentation to potential investors. You will work with Cornwall & Isles of Scilly based start-up businesses and established SMEs to guide them through a 10 module plan including the development of compelling pitch decks and associated financials. The successful candidate will be experienced in all aspects of raising equity funds and have a good understanding of the local market dynamics. You will be able to demonstrate your experience and understanding of the different sources of equity finance and how to build a credible picture to present to potential investors. You will be experienced in leading and motivating a team, with strong communication skills and a positive outlook. You will be experienced in negotiating and influencing at a senior decision maker level, with an ability to build lasting relationships. Oxford Innovation Advice are widely acknowledged as market leaders in the delivery of business advisory services to SMEs. Our sister division, OI Finance, runs the UK's most active Business Angel network and manages a co-investment fund so we possess a wealth of knowledge and experience that you can leverage. We enjoy a reputation for exemplary customer service and the ability to deliver results. Our people are recognised for exceptional skill levels, the ability to get things done and for working in a light touch managerial environment where we trust our employees to perform with minimal supervision. Key Roles and Responsibilities The role will include the following activities: Team management with 3 direct reports - Performance development, team engagement, productivity, effectiveness and, in conjunction with the Programme Delivery Manager, appraisals; Delivery, in conjunction with the PDM, of programme targets; sharing resource and expertise as and when required; Resource planning and client allocation (with PST and PDM); Co-ordinate and lead the delivery of workshops and peer to peer events. Work as an Adviser with reduced case load. Build enduring relationships with investors and their intermediaries Promote a strong working relationship with the Growth Hub and other delivery organisations. Regular group meetings with direct reports to share best practice, client experiences, performance issues, reporting etc. Accurately checking of all timesheets and expenses for team Key Measures: Programme targets - SMEs recruited, adviser efficiency, contracted impact measures (number of clients completing the course, successful equity investor introductions, jobs created, finance raised etc) Development of Investor networks. Performance and development of direct reports Adviser productivity and development SME satisfaction Adherence to OI Advice policies and systems About you Ability to work independently with evidence of sound judgement Experience of the Equity Investment market and associated processes Previous experience of building relationships essential Ability to motivate a team in times of change Strong communication skills at all levels essential A self-motivated, adaptable and positive outlook Experience of working in a demanding environment, where the willingness to do whatever is necessary to meet the needs of the business, is crucial Experience of negotiating/influencing at senior decision maker level To be seen as trustworthy, approachable and available About Us Oxford Innovation Advice is a dynamic and fast growing company where a culture of constant innovation and mutual respect delivers bottom line results from within a stimulating and challenging working environment. Part of SQW Group, our sister divisions provide flexible office space for start-up and growing technology companies, Angel investment networks and co-investment fund management plus public policy and economic development consultancy services in the UK, Europe and Asia. Our closing date for applications is the 10th May 2024. We reserve the right to appoint prior to this date, therefore applications should be submitted as soon as possible. We are an equal opportunities employer and welcome applications from candidates of all backgrounds.
Help us make a big green dent in the universe. We're on a mission to drive the global renewable energy revolution, and we need loads more people to help us make our vision a reality. Octopus Energy Generation is one of Europe's leading and most experienced specialist renewable energy and energy transition investor, investing since 2010 and we currently manage investments in energy generating assets valued at nearly £7 billion. Our energy investment, portfolio and asset management team of over 140 professionals are one of the most experienced in Europe and the team is structured to support our rapid growth ambitions and long-term ownership of energy assets. We are committed to delivering best-in-class responsible investment activity, offering like-minded investors the means and products to invest their capital sustainably. It is our ambition to change the entire energy lifecycle and make every green electron matter, delivering the best outcomes for customers, investors, the environment and society, accelerating the transition to net zero. About this position: As we continue to expand our portfolio and enhance our market presence, we are seeking a senior and experienced individual to join the team in this exciting and impactful role. The Head of Valuations will own our valuation strategy, methodology and policies and drive valuation processes ensuring accuracy, efficiency and compliance. You will be part of the Funds team, although independent of any specific fund/product, reporting directly to the Head of Funds and Sustainability who sits on the Executive Committee. The role will be a voting member on the Octopus Energy Generation Valuation Committee. This role would suit a Senior Manager / Director level individual who either works in another investment manager with real asset experience or someone who comes from a professional services company working in valuations looking for the next step in their exciting career. What you'll do Valuation methodology and strategy: Develop and implement robust valuation policies, models and methodologies for current assets and new investment opportunities in the energy sector to drive consistency in valuations across all products. This will include renewable and energy transition infrastructure and private equity portfolio company valuations. Market Analysis: Conduct comprehensive market research and analysis to identify trends, opportunities, and risks in the renewable energy sector. Work alongside the investment teams and product teams to collect benchmark data to develop robust data driven proposals. Understand sector trends and changing dynamics including macro factors that need to be considered in the valuation methodology and maintain a robust valuation assumption book. Valuation oversight: Own and lead the valuations process. Drive and oversee the valuation process for the entire portfolio, ensuring all assets are accurately valued by the fund/product teams in compliance with relevant policies, methodologies, standards, assumption books and regulations in the appropriate timelines. Look to make improvements and seek efficiencies in the established processes. Leadership and Stakeholder Management: In leading the valuation methodology and processes, you will need to balance the needs of multiple funds/products across the business. You will drive commercially balanced valuation proposals and work closely with internal teams, including investments, funds, finance, asset management and risk management, to provide valuation insights and support strategic decision-making. You will communicate effectively to create consensus across the Product Heads / Fund Managers, Investment Committee and Valuation Committee. You will also communicate effectively with external stakeholders, including auditors, regulators, and investors, to ensure transparency and build trust. You will lead external valuation model audits and engagements with external valuers. Valuation committee: Own the Octopus Energy Generation Valuation Committee terms of reference and associated processes ensuring a balance of voting members to provide independence and robust challenge. This committee will be the delegated Valuation Committee for AIF's managed by the Octopus Energy Generation AIFM, as well as all other non-AIF products. Ensure appropriate papers are put forward to the Octopus Energy Generation Valuation Committee for approval. Attend and vote on valuations proposed and presented by the specific product/fund teams. Regulatory Compliance and Reporting: Ensure all valuation activities and reports comply with applicable laws, regulations, and industry best practices. Prepare and present valuation reports to the executive team, board of directors, and investors. Independence from Investment Teams: Maintain independence from investment teams to ensure unbiased and objective valuations. Implement policies and procedures that safeguard the valuation process from conflicts of interest and promote integrity in financial reporting. Continuous Improvement: Continuously review and improve valuation processes and methodologies to enhance accuracy and efficiency. Stay abreast of developments in valuation practices, renewable energy technologies, and market trends. What you'll need Considerable experience in real asset valuation, investment analysis, or related fields. Prior experience in the renewable energy sector or fund management is highly desirable. CFA qualification is preferred. Expertise in financial modelling and valuation techniques including DCF and multiples. Strong analytical, strategic thinking, and decision-making skills. Excellent leadership and overall team management abilities. Effective communication and stakeholder engagement skills. Excellent verbal and written skills, able to distil and seek out insightful analysis and present this persuasively and build consensus at a senior level. Ability to thrive in a fast-moving business, able to see solutions where others see problems, passionate about improving processes, models and customer outcomes. Excited, not overwhelmed by a challenge. Passionate about the detail, taking accountability for the accuracy of every output. Highly organised, able to plan ahead but also work under pressure, always delivering to deadlines. A team player, flexible in approach and able to support others as necessary. Able to leverage teams even when they aren't direct reports. Why you'll love it here Wondering what the salary for this role is? On a call with one of our recruiters, this is always something we cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus - what's more important to us is finding the right octofit! We will also ask your current salary - we want to let you know this upfront so you're comfortable talking about it on a call with us. Octopus Energy is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! We won best company to work for in 2022, our Group CEO, Greg has recorded a podcast about our culture and how we empower our people. We've also been placed in the top 10 companies for senior leadership
Apr 30, 2024
Full time
Help us make a big green dent in the universe. We're on a mission to drive the global renewable energy revolution, and we need loads more people to help us make our vision a reality. Octopus Energy Generation is one of Europe's leading and most experienced specialist renewable energy and energy transition investor, investing since 2010 and we currently manage investments in energy generating assets valued at nearly £7 billion. Our energy investment, portfolio and asset management team of over 140 professionals are one of the most experienced in Europe and the team is structured to support our rapid growth ambitions and long-term ownership of energy assets. We are committed to delivering best-in-class responsible investment activity, offering like-minded investors the means and products to invest their capital sustainably. It is our ambition to change the entire energy lifecycle and make every green electron matter, delivering the best outcomes for customers, investors, the environment and society, accelerating the transition to net zero. About this position: As we continue to expand our portfolio and enhance our market presence, we are seeking a senior and experienced individual to join the team in this exciting and impactful role. The Head of Valuations will own our valuation strategy, methodology and policies and drive valuation processes ensuring accuracy, efficiency and compliance. You will be part of the Funds team, although independent of any specific fund/product, reporting directly to the Head of Funds and Sustainability who sits on the Executive Committee. The role will be a voting member on the Octopus Energy Generation Valuation Committee. This role would suit a Senior Manager / Director level individual who either works in another investment manager with real asset experience or someone who comes from a professional services company working in valuations looking for the next step in their exciting career. What you'll do Valuation methodology and strategy: Develop and implement robust valuation policies, models and methodologies for current assets and new investment opportunities in the energy sector to drive consistency in valuations across all products. This will include renewable and energy transition infrastructure and private equity portfolio company valuations. Market Analysis: Conduct comprehensive market research and analysis to identify trends, opportunities, and risks in the renewable energy sector. Work alongside the investment teams and product teams to collect benchmark data to develop robust data driven proposals. Understand sector trends and changing dynamics including macro factors that need to be considered in the valuation methodology and maintain a robust valuation assumption book. Valuation oversight: Own and lead the valuations process. Drive and oversee the valuation process for the entire portfolio, ensuring all assets are accurately valued by the fund/product teams in compliance with relevant policies, methodologies, standards, assumption books and regulations in the appropriate timelines. Look to make improvements and seek efficiencies in the established processes. Leadership and Stakeholder Management: In leading the valuation methodology and processes, you will need to balance the needs of multiple funds/products across the business. You will drive commercially balanced valuation proposals and work closely with internal teams, including investments, funds, finance, asset management and risk management, to provide valuation insights and support strategic decision-making. You will communicate effectively to create consensus across the Product Heads / Fund Managers, Investment Committee and Valuation Committee. You will also communicate effectively with external stakeholders, including auditors, regulators, and investors, to ensure transparency and build trust. You will lead external valuation model audits and engagements with external valuers. Valuation committee: Own the Octopus Energy Generation Valuation Committee terms of reference and associated processes ensuring a balance of voting members to provide independence and robust challenge. This committee will be the delegated Valuation Committee for AIF's managed by the Octopus Energy Generation AIFM, as well as all other non-AIF products. Ensure appropriate papers are put forward to the Octopus Energy Generation Valuation Committee for approval. Attend and vote on valuations proposed and presented by the specific product/fund teams. Regulatory Compliance and Reporting: Ensure all valuation activities and reports comply with applicable laws, regulations, and industry best practices. Prepare and present valuation reports to the executive team, board of directors, and investors. Independence from Investment Teams: Maintain independence from investment teams to ensure unbiased and objective valuations. Implement policies and procedures that safeguard the valuation process from conflicts of interest and promote integrity in financial reporting. Continuous Improvement: Continuously review and improve valuation processes and methodologies to enhance accuracy and efficiency. Stay abreast of developments in valuation practices, renewable energy technologies, and market trends. What you'll need Considerable experience in real asset valuation, investment analysis, or related fields. Prior experience in the renewable energy sector or fund management is highly desirable. CFA qualification is preferred. Expertise in financial modelling and valuation techniques including DCF and multiples. Strong analytical, strategic thinking, and decision-making skills. Excellent leadership and overall team management abilities. Effective communication and stakeholder engagement skills. Excellent verbal and written skills, able to distil and seek out insightful analysis and present this persuasively and build consensus at a senior level. Ability to thrive in a fast-moving business, able to see solutions where others see problems, passionate about improving processes, models and customer outcomes. Excited, not overwhelmed by a challenge. Passionate about the detail, taking accountability for the accuracy of every output. Highly organised, able to plan ahead but also work under pressure, always delivering to deadlines. A team player, flexible in approach and able to support others as necessary. Able to leverage teams even when they aren't direct reports. Why you'll love it here Wondering what the salary for this role is? On a call with one of our recruiters, this is always something we cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus - what's more important to us is finding the right octofit! We will also ask your current salary - we want to let you know this upfront so you're comfortable talking about it on a call with us. Octopus Energy is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! We won best company to work for in 2022, our Group CEO, Greg has recorded a podcast about our culture and how we empower our people. We've also been placed in the top 10 companies for senior leadership
Company Overview: Join a leading professional trustee company renowned for its pragmatic, collaborative, and professional approach to pension scheme management. Our diverse team of over 125 professionals encompasses a wide range of backgrounds and specialties, creating a powerhouse of governance expertise. About the Role: As a Senior Associate, you'll play a pivotal role in providing governance and project management services for our esteemed clients. Whether serving as Co-Trustee, Chair, or Professional Corporate Sole Trustee, you'll ensure seamless scheme management, compliance, and strategic decision-making. You'll also have opportunities to engage with schemes in PPF assessment and take on key responsibilities as a Second Accredited Trustee. Key Responsibilities: Oversee trustee activities, including funding and investment management under delegated authorities Coordinate member communications and handle discretionary benefits cases and complaints Support Board and Committee Meetings, including agenda preparation and minute-taking Lead projects and provide backup for Trustee Managers when required Ensure compliance with regulatory requirements and draft necessary policies and procedures Manage scheme activities according to the Trustee's Business Plan Manage documentation, including file organisation and proofreading documents Contribute to team development, service enhancement, and business growth initiatives Requirements: Experience with defined benefit occupational pension schemes Understanding of Defined Contribution pension schemes Up-to-date knowledge of pensions legislation and industry practices, particularly regarding regulatory and governance aspects Proficiency in budget monitoring and invoicing processes Strong project management and member communication skills Excellent interpersonal skills for effective stakeholder communication Experience in people management, including team leadership and performance coaching Commitment to continuous professional development Desirable Experience: Experience with scheme discontinuance and PPF Progress towards professional qualifications like PMI Award in Pensions Trusteeship Evidence of Continued Professional Development Join our dynamic team and make a meaningful impact in the pension trustee services sector. Apply now to become our next Senior Associate and be part of our mission to support trustees and sponsors in navigating regulatory complexities with confidence. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Apr 28, 2024
Full time
Company Overview: Join a leading professional trustee company renowned for its pragmatic, collaborative, and professional approach to pension scheme management. Our diverse team of over 125 professionals encompasses a wide range of backgrounds and specialties, creating a powerhouse of governance expertise. About the Role: As a Senior Associate, you'll play a pivotal role in providing governance and project management services for our esteemed clients. Whether serving as Co-Trustee, Chair, or Professional Corporate Sole Trustee, you'll ensure seamless scheme management, compliance, and strategic decision-making. You'll also have opportunities to engage with schemes in PPF assessment and take on key responsibilities as a Second Accredited Trustee. Key Responsibilities: Oversee trustee activities, including funding and investment management under delegated authorities Coordinate member communications and handle discretionary benefits cases and complaints Support Board and Committee Meetings, including agenda preparation and minute-taking Lead projects and provide backup for Trustee Managers when required Ensure compliance with regulatory requirements and draft necessary policies and procedures Manage scheme activities according to the Trustee's Business Plan Manage documentation, including file organisation and proofreading documents Contribute to team development, service enhancement, and business growth initiatives Requirements: Experience with defined benefit occupational pension schemes Understanding of Defined Contribution pension schemes Up-to-date knowledge of pensions legislation and industry practices, particularly regarding regulatory and governance aspects Proficiency in budget monitoring and invoicing processes Strong project management and member communication skills Excellent interpersonal skills for effective stakeholder communication Experience in people management, including team leadership and performance coaching Commitment to continuous professional development Desirable Experience: Experience with scheme discontinuance and PPF Progress towards professional qualifications like PMI Award in Pensions Trusteeship Evidence of Continued Professional Development Join our dynamic team and make a meaningful impact in the pension trustee services sector. Apply now to become our next Senior Associate and be part of our mission to support trustees and sponsors in navigating regulatory complexities with confidence. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.