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client service representative financial services
Business Development Representative, London
Paradigm
The world of digital assets is accelerating in speed, magnitude, and complexity, opening the door to new ways for leveraging the blockchain. Fireblocks' platform and network provide the simplest and most secure way for companies to work with digital assets and it trusted by some of the largest financial institutions, banks, globally-recognized brands, and Web3 companies in the world, including BNY Mellon, BNP Paribas, ANZ Bank, Revolut, and thousands more. Welcome to Fireblocks , the industry-leading digital asset infrastructure technology company responsible for 15% of all crypto transactions! Here's the bit about us: Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets & cryptocurrencies. At Fireblocks, we enable businesses to securely build, run and scale digital asset operations through the Fireblocks Network and MPC-based Wallet Infrastructure. Our next-generation multi-layer technology protects Digital assets from cyber-attacks, internal collusion, and human error. Fireblocks is the only platform that provides insurance for digital assets in storage, transfer, and E&O. As of January 2025, we serve over 2000 institutional customers, have secured the transfer of over $7 trillion in digital assets, and are the world's highest-valued digital asset infrastructure company, with over $1 billion raised. Our mission is simple: Enable every business to easily and securely support digital assets & cryptocurrencies. Come join us as we Secure. Simplify. Scale. Here's the bit about the opportunity: Our Business Development team are a key component to the success of our EMEA sales team at Fireblocks. You will be an early member of a growing global team, generating interest with qualified prospects in the UK using outbound tactics by positioning Fireblocks as the leader in the industry. At Fireblocks, you will have the opportunity to work with and be mentored by some of the top professionals within fintech and crypto. We will provide extensive product and sales training to set you up for success. It will be the most rewarding and fulfilling career move you will ever make. You'll be: Engaging with prospects via phone, personalized emails, and video conferencing. Identifying new accounts and qualifying new outbound and inbound sales opportunities. Working closely with Marketing to provide feedback on campaign performance, improve lead qualification, and lead scoring. Developing, testing and iterating outbound campaigns to drive new outbound opportunities. Partnering closely with Sales to strategically penetrate key accounts. Supporting the Sales Engineering team with product demonstrations. Keeping detailed notes of activities and ensuring data cleanliness in Hubspot/Salesforce. Representing the company and educating prospects at trade shows, conferences, and private events. Some travel will be required. Based in our Moorgate office. You'll bring: Prior BDR/SDR experience within the technology sector, ideally software but this is not a must. Experience building a pipeline by qualifying leads and developing opportunities. The initiative to seek out new ways of finding opportunities i.e. LinkedIn, Drift. Ability to easily understand and pitch new products and technology, focusing on value prop. Natural curiosity and an eagerness to learn. The ability to quickly adapt to change in a fast-paced environment. Unafraid to fail and quickly owns up to it. We'd love for you to have financial services, fintech, blockchain, cybersecurity or crypto industry experience but it is not a requirement. We have a comprehensive onboarding and training program for all new employees. Fireblocks' mission is to enable every business to easily and securely access digital assets and cryptocurrencies. In order to do that, we strongly believe our workforce should be as diverse as our clients, and this is why we embrace diversity and inclusion in all its forms. Please see our candidate privacy policy here .
May 13, 2025
Full time
The world of digital assets is accelerating in speed, magnitude, and complexity, opening the door to new ways for leveraging the blockchain. Fireblocks' platform and network provide the simplest and most secure way for companies to work with digital assets and it trusted by some of the largest financial institutions, banks, globally-recognized brands, and Web3 companies in the world, including BNY Mellon, BNP Paribas, ANZ Bank, Revolut, and thousands more. Welcome to Fireblocks , the industry-leading digital asset infrastructure technology company responsible for 15% of all crypto transactions! Here's the bit about us: Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets & cryptocurrencies. At Fireblocks, we enable businesses to securely build, run and scale digital asset operations through the Fireblocks Network and MPC-based Wallet Infrastructure. Our next-generation multi-layer technology protects Digital assets from cyber-attacks, internal collusion, and human error. Fireblocks is the only platform that provides insurance for digital assets in storage, transfer, and E&O. As of January 2025, we serve over 2000 institutional customers, have secured the transfer of over $7 trillion in digital assets, and are the world's highest-valued digital asset infrastructure company, with over $1 billion raised. Our mission is simple: Enable every business to easily and securely support digital assets & cryptocurrencies. Come join us as we Secure. Simplify. Scale. Here's the bit about the opportunity: Our Business Development team are a key component to the success of our EMEA sales team at Fireblocks. You will be an early member of a growing global team, generating interest with qualified prospects in the UK using outbound tactics by positioning Fireblocks as the leader in the industry. At Fireblocks, you will have the opportunity to work with and be mentored by some of the top professionals within fintech and crypto. We will provide extensive product and sales training to set you up for success. It will be the most rewarding and fulfilling career move you will ever make. You'll be: Engaging with prospects via phone, personalized emails, and video conferencing. Identifying new accounts and qualifying new outbound and inbound sales opportunities. Working closely with Marketing to provide feedback on campaign performance, improve lead qualification, and lead scoring. Developing, testing and iterating outbound campaigns to drive new outbound opportunities. Partnering closely with Sales to strategically penetrate key accounts. Supporting the Sales Engineering team with product demonstrations. Keeping detailed notes of activities and ensuring data cleanliness in Hubspot/Salesforce. Representing the company and educating prospects at trade shows, conferences, and private events. Some travel will be required. Based in our Moorgate office. You'll bring: Prior BDR/SDR experience within the technology sector, ideally software but this is not a must. Experience building a pipeline by qualifying leads and developing opportunities. The initiative to seek out new ways of finding opportunities i.e. LinkedIn, Drift. Ability to easily understand and pitch new products and technology, focusing on value prop. Natural curiosity and an eagerness to learn. The ability to quickly adapt to change in a fast-paced environment. Unafraid to fail and quickly owns up to it. We'd love for you to have financial services, fintech, blockchain, cybersecurity or crypto industry experience but it is not a requirement. We have a comprehensive onboarding and training program for all new employees. Fireblocks' mission is to enable every business to easily and securely access digital assets and cryptocurrencies. In order to do that, we strongly believe our workforce should be as diverse as our clients, and this is why we embrace diversity and inclusion in all its forms. Please see our candidate privacy policy here .
Coyles
Leasehold & Income Officer
Coyles
One of my local government clients are currently recruiting an experienced Leasehold & Income Officer on a temporary basis. This is a 3-month minimum contract with the possibility of the role being extended further to work Monday to Friday 9:00am to 5:00pm. Hybrid working role were, however, you will be required to attend the office 2/3 times a week. Overview: To positively contribute to the Leasehold Income Team responsible for the effective recovery of service charges and other invoiced sums including; major works; shared ownership and ground rent; reserve fund; and, any other specified debt from leaseholders, freeholders and shared owners. To use legal action when necessary to resolve complex and contentious customer cases. Assess strengths and weaknesses of a case as part of determining a suitable course of action, i.e. whether settlement or legal action. To provide high quality housing management services to the Council's customers ensuring that any service charge, major works, ground rent, reserve fund and shared ownership arrears are chased up and income is maximised within specified timeframes. To help ensure the provision of efficient financial administrative functions within the Homeownership Services and carry out a range of financial administrative tasks. To represent London Borough of Hackney (LBH) at County Courts and Tribunals, as and when required, in the course of debt recovery proceedings. Main Responsibilities: To collect sums owed, reduce arrears, and where necessary, to instigate legal action for recovery by instructing the Councils legal representatives. To carry out follow up actions with solicitors after referral and ensure that cases are concluded without undue delays. To follow local and organisational procedures for managing accounts to ensure that prompt action is taken to recover monies outstanding on any accounts where there is unpaid ground rent, service charges, reserve fund or capital expenditure. To liaise with LBH Legal Services, Solicitors, Barristers, Estate Agents, Banks, Building Societies, DWP, Partner agencies as well as the leaseholders, freeholders and shared owners to obtain the required information to resolve any shared ownership and ground rent, major works, service charges and reserve fund queries, including recovery of debts owed and queries arising from sale or resale. To respond to all income collection related enquiries, including the provision of written correspondence, within agreed timescales and to the highest quality. If you are interested in this vacancy, please send your CV to Jahker Miah from Coyle Personnel Ltd.
May 12, 2025
Contractor
One of my local government clients are currently recruiting an experienced Leasehold & Income Officer on a temporary basis. This is a 3-month minimum contract with the possibility of the role being extended further to work Monday to Friday 9:00am to 5:00pm. Hybrid working role were, however, you will be required to attend the office 2/3 times a week. Overview: To positively contribute to the Leasehold Income Team responsible for the effective recovery of service charges and other invoiced sums including; major works; shared ownership and ground rent; reserve fund; and, any other specified debt from leaseholders, freeholders and shared owners. To use legal action when necessary to resolve complex and contentious customer cases. Assess strengths and weaknesses of a case as part of determining a suitable course of action, i.e. whether settlement or legal action. To provide high quality housing management services to the Council's customers ensuring that any service charge, major works, ground rent, reserve fund and shared ownership arrears are chased up and income is maximised within specified timeframes. To help ensure the provision of efficient financial administrative functions within the Homeownership Services and carry out a range of financial administrative tasks. To represent London Borough of Hackney (LBH) at County Courts and Tribunals, as and when required, in the course of debt recovery proceedings. Main Responsibilities: To collect sums owed, reduce arrears, and where necessary, to instigate legal action for recovery by instructing the Councils legal representatives. To carry out follow up actions with solicitors after referral and ensure that cases are concluded without undue delays. To follow local and organisational procedures for managing accounts to ensure that prompt action is taken to recover monies outstanding on any accounts where there is unpaid ground rent, service charges, reserve fund or capital expenditure. To liaise with LBH Legal Services, Solicitors, Barristers, Estate Agents, Banks, Building Societies, DWP, Partner agencies as well as the leaseholders, freeholders and shared owners to obtain the required information to resolve any shared ownership and ground rent, major works, service charges and reserve fund queries, including recovery of debts owed and queries arising from sale or resale. To respond to all income collection related enquiries, including the provision of written correspondence, within agreed timescales and to the highest quality. If you are interested in this vacancy, please send your CV to Jahker Miah from Coyle Personnel Ltd.
Managing Consultant - Transport - Data Science
Astro Studios, Inc.
We believe in the power of ingenuity to build a positive human future. As strategies, technologies, and innovation collide, we create opportunity from complexity. Our diverse teams of experts combine innovative thinking and breakthrough technologies to progress further, faster. Our clients adapt and transform, and together we achieve enduring results. We are over 4,000 strategists, innovators, designers, consultants, digital experts, scientists, engineers, and technologists. And we have deep expertise in consumer and manufacturing, defence and security, energy and utilities, financial services, government and public services, health and life sciences, and transport. Our teams operate globally from offices across the UK, Ireland, US, Nordics, and Netherlands. Are you passionate about helping transport organisations design, develop and deploy sophisticated and innovative solutions? We help our clients by providing Data Strategy, Data Engineering and Advanced Analytical solutions within transportation. In Data Science, we are a group of talented innovators who solve our clients' most complex problems across the data lifecycle. We leverage our ingenuity combined with cutting-edge technologies, digital solutions and AI to deliver long-lasting impact and value-adding insights. Above all, we are a community that grows together, learning and caring for each other. The transport sector is rapidly changing with a dramatic increase in data consumption and production, focus on customer experience and use of technologies and AI to manage and operate our infrastructures. The work we do in Data Science is at the heart of this evolution and our priority is to build lasting partnerships with our clients by applying ingenuity to define the strategies and governance needed, create data architectures, build platforms, AI and analytics solutions. As we expand our Data Science capabilities, we are seeking dynamic and insightful individuals who can help clients unlock the potential of this data-driven transformation. Qualifications Our Data Science Transport specialists understand how to help transport sector clients develop and put into action data strategy, data engineering and advanced data analytics solutions that enables them to build the organisation they need for the future, and make sure that value and insights are gathered from data. As a Managing Consultant, you will be part of our leadership team, taking new service propositions to the market as well as developing new business and strong client relationships while leading and delivering great work. Essential skills Ability to work with transport and logistics clients, helping them to structure their thinking in order to identify key requirements, challenges, opportunities and aspirations for the organisation Strong experience and relationships in the transport sector Taking accountability for the delivery of technical data related engagements and leading multiple engagements on a day-to-day basis Leading sales and business development initiatives in the transport sector and acting as an integral part of the broader Data Science leadership team Building and managing excellent networks and client relationships (typically at CIO, CFO, COO, CDO or Head of Data and AI level) across a range of organisations within the transport sector Commercially aware and with industry relationships that will enable achievement of revenue in the region of £1.5+ million per year Strong interpersonal and stakeholder engagement skills at all levels up to Board level and strong network across transport sector leaders Trusted and respected leader with the ability to build and run a highly effective team that delivers client outcomes and develops the team and individuals Experience and knowledge of the broader technology landscape, including but limited to AI, and of its impact on how we deliver data strategy, platform and products Experience of selling and leading data and transformation projects Additional information Life At PA encompasses our peoples' experience at PA. It's about how we enrich peoples' working lives by giving them access to unique people and growth opportunities and purpose led meaningful work. We believe diversity fuels ingenuity. Diversity of thought brings exciting perspectives; diversity of experience brings a wealth of knowledge, and diversity of skills brings the tools we need. When we bring people together with diverse backgrounds, identities, and minds, embracing that difference through an inclusive culture where our people thrive; we unleash the power of diversity - bringing ingenuity to life. We are dedicated to supporting the physical, emotional, social and financial well-being of our people. Check out some of our extensive benefits: Health and lifestyle perks accompanying private healthcare for you and your family 25 days annual leave (plus a bonus half day on Christmas Eve) with the opportunity to buy 5 additional days Generous company pension scheme Opportunity to get involved with community and charity-based initiatives Annual performance-based bonus PA share ownership Tax efficient benefits (cycle to work, give as you earn) We recruit, retain, reward and develop our people based solely on their abilities and contributions and without reference to their age, background, disability, genetic information, parental or family status, religion or belief, race, ethnicity, nationality, sex, sexual orientation, gender identity (or expression), political belief veteran status, or other by any other range of human difference brought about by identity and experience. We are on a journey towards ensuring our workforce is diverse at all levels and that our firm is representative of the world around us. We welcome applications from underrepresented groups. Adjustments or accommodations - Should you need any adjustments or accommodations to the recruitment process, at either application or interview, please contact us.
May 12, 2025
Full time
We believe in the power of ingenuity to build a positive human future. As strategies, technologies, and innovation collide, we create opportunity from complexity. Our diverse teams of experts combine innovative thinking and breakthrough technologies to progress further, faster. Our clients adapt and transform, and together we achieve enduring results. We are over 4,000 strategists, innovators, designers, consultants, digital experts, scientists, engineers, and technologists. And we have deep expertise in consumer and manufacturing, defence and security, energy and utilities, financial services, government and public services, health and life sciences, and transport. Our teams operate globally from offices across the UK, Ireland, US, Nordics, and Netherlands. Are you passionate about helping transport organisations design, develop and deploy sophisticated and innovative solutions? We help our clients by providing Data Strategy, Data Engineering and Advanced Analytical solutions within transportation. In Data Science, we are a group of talented innovators who solve our clients' most complex problems across the data lifecycle. We leverage our ingenuity combined with cutting-edge technologies, digital solutions and AI to deliver long-lasting impact and value-adding insights. Above all, we are a community that grows together, learning and caring for each other. The transport sector is rapidly changing with a dramatic increase in data consumption and production, focus on customer experience and use of technologies and AI to manage and operate our infrastructures. The work we do in Data Science is at the heart of this evolution and our priority is to build lasting partnerships with our clients by applying ingenuity to define the strategies and governance needed, create data architectures, build platforms, AI and analytics solutions. As we expand our Data Science capabilities, we are seeking dynamic and insightful individuals who can help clients unlock the potential of this data-driven transformation. Qualifications Our Data Science Transport specialists understand how to help transport sector clients develop and put into action data strategy, data engineering and advanced data analytics solutions that enables them to build the organisation they need for the future, and make sure that value and insights are gathered from data. As a Managing Consultant, you will be part of our leadership team, taking new service propositions to the market as well as developing new business and strong client relationships while leading and delivering great work. Essential skills Ability to work with transport and logistics clients, helping them to structure their thinking in order to identify key requirements, challenges, opportunities and aspirations for the organisation Strong experience and relationships in the transport sector Taking accountability for the delivery of technical data related engagements and leading multiple engagements on a day-to-day basis Leading sales and business development initiatives in the transport sector and acting as an integral part of the broader Data Science leadership team Building and managing excellent networks and client relationships (typically at CIO, CFO, COO, CDO or Head of Data and AI level) across a range of organisations within the transport sector Commercially aware and with industry relationships that will enable achievement of revenue in the region of £1.5+ million per year Strong interpersonal and stakeholder engagement skills at all levels up to Board level and strong network across transport sector leaders Trusted and respected leader with the ability to build and run a highly effective team that delivers client outcomes and develops the team and individuals Experience and knowledge of the broader technology landscape, including but limited to AI, and of its impact on how we deliver data strategy, platform and products Experience of selling and leading data and transformation projects Additional information Life At PA encompasses our peoples' experience at PA. It's about how we enrich peoples' working lives by giving them access to unique people and growth opportunities and purpose led meaningful work. We believe diversity fuels ingenuity. Diversity of thought brings exciting perspectives; diversity of experience brings a wealth of knowledge, and diversity of skills brings the tools we need. When we bring people together with diverse backgrounds, identities, and minds, embracing that difference through an inclusive culture where our people thrive; we unleash the power of diversity - bringing ingenuity to life. We are dedicated to supporting the physical, emotional, social and financial well-being of our people. Check out some of our extensive benefits: Health and lifestyle perks accompanying private healthcare for you and your family 25 days annual leave (plus a bonus half day on Christmas Eve) with the opportunity to buy 5 additional days Generous company pension scheme Opportunity to get involved with community and charity-based initiatives Annual performance-based bonus PA share ownership Tax efficient benefits (cycle to work, give as you earn) We recruit, retain, reward and develop our people based solely on their abilities and contributions and without reference to their age, background, disability, genetic information, parental or family status, religion or belief, race, ethnicity, nationality, sex, sexual orientation, gender identity (or expression), political belief veteran status, or other by any other range of human difference brought about by identity and experience. We are on a journey towards ensuring our workforce is diverse at all levels and that our firm is representative of the world around us. We welcome applications from underrepresented groups. Adjustments or accommodations - Should you need any adjustments or accommodations to the recruitment process, at either application or interview, please contact us.
Opus Recruitment Solutions Ltd
Customer Service Representative/Manchester/Fintech
Opus Recruitment Solutions Ltd Manchester, Lancashire
Are you passionate about transforming customer challenges into positive experiences? Or perhaps you are looking to join a transforming business where you can really shape your career? Our client is a leader in innovative customer solutions, are looking for a dedicated Customer Escalations/Complaints Agent to their Customer Service team. They are constantly evolving business that has consistently been making $6million in revenue and are wanting you to come and put your stamp on a crucial role for them in the business. What You'll Do: Efficiently manage and resolve customer complaints, ensuring timely and fair outcomes in line with company policies. Conduct thorough investigations into escalations, collaborating with internal departments to gather insights and implement effective solutions. Accurately document all interactions, resolutions, and escalations in our systems to support compliance and drive continuous improvement. Act as a customer advocate by identifying recurring issues and sharing valuable feedback to enhance the overall customer journey. Who They're Looking For: A seasoned customer service professional with proven experience in handling complaints and resolving conflicts. An outstanding communicator with excellent written and verbal skills, capable of navigating challenging conversations with empathy and professionalism. An analytical thinker with strong problem-solving abilities to identify root causes and deliver lasting solutions. A resilient and adaptable team player who thrives in a fast-paced environment and can manage multiple priorities with ease. A bonus if you bring experience in the financial services sector, along with an understanding of industry regulations, data protection laws, and consumer rights. This hybrid role offers a flexible schedule-spend 2 days a week in their Altrincham Office and work remotely for 3 days. Fluency in Portuguese or Spanish and English is essential, as you'll engage with customers across multiple channels, including email, phone, and live chat, to deliver exceptional support. In return they are paying up to £25,500, 26 days AL, healthcare and annual salary reviews. Ready to take the next step? Apply now or send your CV over to (see below) to get the conversation started!
May 12, 2025
Full time
Are you passionate about transforming customer challenges into positive experiences? Or perhaps you are looking to join a transforming business where you can really shape your career? Our client is a leader in innovative customer solutions, are looking for a dedicated Customer Escalations/Complaints Agent to their Customer Service team. They are constantly evolving business that has consistently been making $6million in revenue and are wanting you to come and put your stamp on a crucial role for them in the business. What You'll Do: Efficiently manage and resolve customer complaints, ensuring timely and fair outcomes in line with company policies. Conduct thorough investigations into escalations, collaborating with internal departments to gather insights and implement effective solutions. Accurately document all interactions, resolutions, and escalations in our systems to support compliance and drive continuous improvement. Act as a customer advocate by identifying recurring issues and sharing valuable feedback to enhance the overall customer journey. Who They're Looking For: A seasoned customer service professional with proven experience in handling complaints and resolving conflicts. An outstanding communicator with excellent written and verbal skills, capable of navigating challenging conversations with empathy and professionalism. An analytical thinker with strong problem-solving abilities to identify root causes and deliver lasting solutions. A resilient and adaptable team player who thrives in a fast-paced environment and can manage multiple priorities with ease. A bonus if you bring experience in the financial services sector, along with an understanding of industry regulations, data protection laws, and consumer rights. This hybrid role offers a flexible schedule-spend 2 days a week in their Altrincham Office and work remotely for 3 days. Fluency in Portuguese or Spanish and English is essential, as you'll engage with customers across multiple channels, including email, phone, and live chat, to deliver exceptional support. In return they are paying up to £25,500, 26 days AL, healthcare and annual salary reviews. Ready to take the next step? Apply now or send your CV over to (see below) to get the conversation started!
Office Angels
Bilingual Customer Support Specialist - Norwegian/Swedish
Office Angels Reading, Oxfordshire
Office Angels are currently recruiting for a Bilingual Customer Support Specialist - Norwegian/Swedish for our client based in Reading. Role: Bilingual Customer Support Specialist - Norwegian/Swedish Location: Reading Salary: £28,000 to £31,000 About the role: Are you passionate about delivering exceptional customer service? Do you speak Swedish or Norwegian fluently and want to make a real impact in the automotive industry? If so, we want to hear from you! Our client is seeking a dedicated Bilingual Customer Support Specialist to join their dynamic team. In this exciting role, you will be the frontline representative, ensuring that every interaction leaves a lasting impression. Key Responsibilities: Respond to phone and email inquiries promptly, adhering to SLA agreements. Log customer queries and issues using our call logging software. Maintain both external and internal SLAs to ensure top-notch service. Conduct data analysis and publish financial business reporting. Ensure customer service requirements are met in accordance with SLA agreements. Control user registration and access to services. What We're Looking For: A strong customer focus and the ability to create positive experiences. Effective communication skills in Swedish or Norwegian (fluent level) and English (verbal and written). A high level of numeracy and attention to detail. A collaborative team player who thrives in a supportive environment. Good IT skills to help navigate various systems and software. Excellent problem-solving abilities, with a knack for generating effective solutions. Note: Only shortlisted candidates will be contacted. Your application will be handled with strict confidentiality. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 12, 2025
Full time
Office Angels are currently recruiting for a Bilingual Customer Support Specialist - Norwegian/Swedish for our client based in Reading. Role: Bilingual Customer Support Specialist - Norwegian/Swedish Location: Reading Salary: £28,000 to £31,000 About the role: Are you passionate about delivering exceptional customer service? Do you speak Swedish or Norwegian fluently and want to make a real impact in the automotive industry? If so, we want to hear from you! Our client is seeking a dedicated Bilingual Customer Support Specialist to join their dynamic team. In this exciting role, you will be the frontline representative, ensuring that every interaction leaves a lasting impression. Key Responsibilities: Respond to phone and email inquiries promptly, adhering to SLA agreements. Log customer queries and issues using our call logging software. Maintain both external and internal SLAs to ensure top-notch service. Conduct data analysis and publish financial business reporting. Ensure customer service requirements are met in accordance with SLA agreements. Control user registration and access to services. What We're Looking For: A strong customer focus and the ability to create positive experiences. Effective communication skills in Swedish or Norwegian (fluent level) and English (verbal and written). A high level of numeracy and attention to detail. A collaborative team player who thrives in a supportive environment. Good IT skills to help navigate various systems and software. Excellent problem-solving abilities, with a knack for generating effective solutions. Note: Only shortlisted candidates will be contacted. Your application will be handled with strict confidentiality. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Administrative Assistant, Real Assets UK
Blue Owl Capital
Administrative Assistant, Real Assets UK Apply locations: London Employment type: Full-time Posted: 4 Days Ago Job requisition id: R-101600 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit . Summary The Administrative Assistant will support our Real Assets team in all aspects of their daily work, including but not limited to scheduling meetings, managing calendars, expense reporting, travel arrangements, and general office organization and management. The ideal candidate will be detail-oriented, highly organized, capable of multitasking, possess strong interpersonal and communication skills, and demonstrate professionalism at all times. This role is based in London, working in-office Monday through Thursday, with Fridays remote. Responsibilities Manage complex calendars and coordinate appointments, meetings, conferences, and extensive domestic and international travel plans. Arrange conference rooms, catering, and audiovisual equipment; prepare meeting materials (digital or print). Track and compile all receipts for business expenses and travel, and submit accurate expense reports for team members. Manage conference attendance, including registration, payment, attendee organization, and liaising with representatives as needed. Serve as a point of contact for internal and external clients; respond to emails and calls; track and follow up on outstanding meeting requests. Maintain and organize files and records; manage mail, legal documents, and correspondence. Develop and nurture relationships with key stakeholders, including senior leadership, colleagues, vendors, and visitors. Build trust through reliability, confidentiality, and sound judgment. Maintain agendas for weekly investment and business development meetings. Complete various administrative projects and tasks as assigned. Qualifications Bachelor's degree or equivalent experience preferred. Minimum five years of relevant administrative experience, preferably within financial services. Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams), Adobe Acrobat DC, and Concur; experience with is a plus. Strong organizational and time management skills. Excellent written and verbal communication skills. Ability to work independently and collaboratively. Highly discreet, professional, with exceptional attention to detail. Blue Owl is an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, or other legally protected statuses. About Us Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide private capital solutions to drive long-term growth and offer differentiated investment opportunities to institutional investors, individuals, and insurance companies, aiming for strong performance, risk-adjusted returns, and capital preservation. Our global team of over 1,200 professionals is committed to creating exceptional value. To learn more, visit .
May 12, 2025
Full time
Administrative Assistant, Real Assets UK Apply locations: London Employment type: Full-time Posted: 4 Days Ago Job requisition id: R-101600 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit . Summary The Administrative Assistant will support our Real Assets team in all aspects of their daily work, including but not limited to scheduling meetings, managing calendars, expense reporting, travel arrangements, and general office organization and management. The ideal candidate will be detail-oriented, highly organized, capable of multitasking, possess strong interpersonal and communication skills, and demonstrate professionalism at all times. This role is based in London, working in-office Monday through Thursday, with Fridays remote. Responsibilities Manage complex calendars and coordinate appointments, meetings, conferences, and extensive domestic and international travel plans. Arrange conference rooms, catering, and audiovisual equipment; prepare meeting materials (digital or print). Track and compile all receipts for business expenses and travel, and submit accurate expense reports for team members. Manage conference attendance, including registration, payment, attendee organization, and liaising with representatives as needed. Serve as a point of contact for internal and external clients; respond to emails and calls; track and follow up on outstanding meeting requests. Maintain and organize files and records; manage mail, legal documents, and correspondence. Develop and nurture relationships with key stakeholders, including senior leadership, colleagues, vendors, and visitors. Build trust through reliability, confidentiality, and sound judgment. Maintain agendas for weekly investment and business development meetings. Complete various administrative projects and tasks as assigned. Qualifications Bachelor's degree or equivalent experience preferred. Minimum five years of relevant administrative experience, preferably within financial services. Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams), Adobe Acrobat DC, and Concur; experience with is a plus. Strong organizational and time management skills. Excellent written and verbal communication skills. Ability to work independently and collaboratively. Highly discreet, professional, with exceptional attention to detail. Blue Owl is an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, or other legally protected statuses. About Us Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide private capital solutions to drive long-term growth and offer differentiated investment opportunities to institutional investors, individuals, and insurance companies, aiming for strong performance, risk-adjusted returns, and capital preservation. Our global team of over 1,200 professionals is committed to creating exceptional value. To learn more, visit .
Vice President, M&A Strategic Transactions
Genius Road, LLC Loans, Ayrshire
Vice President, M&A Strategic Transactions Location: Remote, USA with travel This is a permanent, executive-level position that includes a robust benefits package and highly competitive fixed and variable compensation. We are seeking a Vice President of Strategic Transactions to lead due diligence efforts in evaluating potential mergers and acquisitions. This role is essential in ensuring comprehensive assessments of new and existing targets, particularly within the property and casualty insurance sector. Qualifications: Bachelor's degree in a relevant discipline 7+ years of relevant experience in mergers and acquisitions or related fields Property & Casualty insurance license Knowledge of corporate insurance practices Fundamental knowledge of financial statements Proficient in Microsoft Office Suite Familiarity with Applied EPIC is a plus Proven ability to manage multiple projects concurrently Ability to thrive in high-pressure environments Excellent verbal and written communication skills Key Responsibilities: Lead and oversee due diligence projects, with a focus on add-on acquisitions Manage data rooms and gather critical information to support comprehensive assessments Facilitate communication among internal teams, including brokers and client services, as well as external stakeholders such as private equity firms and target companies Conduct thorough data analysis to inform decision-making Prepare detailed due diligence reports and present findings to private equity clients and target representatives. Collaborate with service teams to optimize due diligence processes and develop strategies for securing additional premiums Market and broker smaller-scale acquisition assignments. Implement strategies to gather outstanding information, finalize quotes, and secure necessary agreements Coordinate the transition to service teams post-acquisition Assist in proposal preparation and stewardship reviews as needed Mentor and develop junior team members to enhance team capabilities Occasionally travel to client sites as required If you are a results-oriented leader with a passion for driving strategic initiatives, we invite you to apply for this exciting opportunity. Join us in shaping the future of this organization through impactful mergers and acquisitions. Genius Road, LLC is proud to be a Certified Women's Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
May 12, 2025
Full time
Vice President, M&A Strategic Transactions Location: Remote, USA with travel This is a permanent, executive-level position that includes a robust benefits package and highly competitive fixed and variable compensation. We are seeking a Vice President of Strategic Transactions to lead due diligence efforts in evaluating potential mergers and acquisitions. This role is essential in ensuring comprehensive assessments of new and existing targets, particularly within the property and casualty insurance sector. Qualifications: Bachelor's degree in a relevant discipline 7+ years of relevant experience in mergers and acquisitions or related fields Property & Casualty insurance license Knowledge of corporate insurance practices Fundamental knowledge of financial statements Proficient in Microsoft Office Suite Familiarity with Applied EPIC is a plus Proven ability to manage multiple projects concurrently Ability to thrive in high-pressure environments Excellent verbal and written communication skills Key Responsibilities: Lead and oversee due diligence projects, with a focus on add-on acquisitions Manage data rooms and gather critical information to support comprehensive assessments Facilitate communication among internal teams, including brokers and client services, as well as external stakeholders such as private equity firms and target companies Conduct thorough data analysis to inform decision-making Prepare detailed due diligence reports and present findings to private equity clients and target representatives. Collaborate with service teams to optimize due diligence processes and develop strategies for securing additional premiums Market and broker smaller-scale acquisition assignments. Implement strategies to gather outstanding information, finalize quotes, and secure necessary agreements Coordinate the transition to service teams post-acquisition Assist in proposal preparation and stewardship reviews as needed Mentor and develop junior team members to enhance team capabilities Occasionally travel to client sites as required If you are a results-oriented leader with a passion for driving strategic initiatives, we invite you to apply for this exciting opportunity. Join us in shaping the future of this organization through impactful mergers and acquisitions. Genius Road, LLC is proud to be a Certified Women's Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
Director, Product Management
Intercontinental Exchange Holdings, Inc.
Job Description Job Purpose The Director, Reference Data Product Management joins a dynamic team exposed to and challenged with driving revenue growth, leading the development of innovative products, and enhancing existing data assets. We are looking for talented and passionate Product Director to help drive forward product development with a background in reference data. You should have experience leading a team and have experience building, enhancing, or supporting products related to reference data. Responsibilities Lead a team through the idea generation, technical development, implementation and launch of innovative across asset classes. Be the lead contributor towards the design and implementation of new business initiatives (e.g., new products). Define strategy to leverage external data for effective platform/product growth within the region. Take a data-driven approach to product enhancements, identifying opportunity areas and contributing to the Product roadmap, prioritizing work to deliver against key areas of focus. Partner with Strategic Delivery functions to develop and execute on product roadmaps. Participate in both formulating the business strategy well as channeling into a clearly defined direction and product strategy. Work with other product and development leaders to ensure alignment with their roadmaps and delivery. Define strategy to leverage external data for effective platform/product growth within the region. Serve a critical role in the successful integration and subsequent product buildout of strategic company acquisitions. Participate in cross-functional teams (e.g. Product, Business Analysis, Software Engineering) in the development of business requirements to meet customer needs. Collaborate with target market representatives, customers, and partners to create powerful and revenue generating solutions for the marketplace. Expertise in business requirements writing. Requires extensive knowledge of all areas of the business including but not limited to content, development, product design, workflow, billing, and configuration. Must be well versed in industry and company focused initiatives, and understand how that content could be utilized within reference data products. Understand the business problems and opportunities in the context of the requirements and help recommend solutions that enable the organization to achieve its goals. Liaise with the Stakeholders in managing, defining, prioritizing, planning, and executing the vision for our applications targeting our core Data Services customers. Liaise with development and QA teams to deliver new features and resolve issues. Identify and communicate project risks and issues. Ability to operate in a multi-tasking and deadline driven team environment. Demonstrate a commitment to continuous learning by leveraging the learning & development curriculum to augment existing knowledge, skills, and experiences. Maximize efficiency in a constantly evolving environment where the process is fluid and creative solutions are the norm. Knowledge and Experience 8+ years of experience in the financial services industry. Ideally, some of these were when you were leading a team. 3+ years of experience querying / retrieving data from structured databases (SQL/Oracle. Python). Excellent ability to communicate technical ideas and concepts to colleagues outside the domain. Ability to generate creative solutions to problems and challenge processes. Strong collaboration skills - ability to navigate cross functional teams to deliver on shared objectives. Excellent communication and listening skills with an ability to develop a clear message for senior management and craft the story around it. Must have the ability to develop strong relationships with colleagues at all levels of the organization Organized and structured with excellent attention to detail. Acute understanding of how data is stored and flows through systems and databases. Skilled in excel to analyze data, identify trends, and come to conclusions. Understanding of how to identify and develop product enhancements. Excellent analytical and problem-solving skills - solid hands-on experience of functional analysis, with extensive experience translating business requirements into functional, design and test documentation. Strong written and verbal communication skills - ability to work with the client/user community to translate their requirements, however expressed, into development materials and conversely present development materials to client/users in a comprehensible way. Must be able to supervise, organize, prioritize workload and work on numerous projects/tasks at one time. Ability to work with technical teams (QA and development) as well as sales and end users. A working knowledge, and ideally hands on experience, of the development life cycle, covering basic design, testing cycles from unit to acceptance testing, implementation, and post release bug/issue fixes. Working knowledge of SQL for data querying and analysis. Familiarity with a range of product interfaces (XML/JSON Files, APIs, Front-End Viewers). Strong communication and leadership skills. Bachelor's degree is a minimum. Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
May 12, 2025
Full time
Job Description Job Purpose The Director, Reference Data Product Management joins a dynamic team exposed to and challenged with driving revenue growth, leading the development of innovative products, and enhancing existing data assets. We are looking for talented and passionate Product Director to help drive forward product development with a background in reference data. You should have experience leading a team and have experience building, enhancing, or supporting products related to reference data. Responsibilities Lead a team through the idea generation, technical development, implementation and launch of innovative across asset classes. Be the lead contributor towards the design and implementation of new business initiatives (e.g., new products). Define strategy to leverage external data for effective platform/product growth within the region. Take a data-driven approach to product enhancements, identifying opportunity areas and contributing to the Product roadmap, prioritizing work to deliver against key areas of focus. Partner with Strategic Delivery functions to develop and execute on product roadmaps. Participate in both formulating the business strategy well as channeling into a clearly defined direction and product strategy. Work with other product and development leaders to ensure alignment with their roadmaps and delivery. Define strategy to leverage external data for effective platform/product growth within the region. Serve a critical role in the successful integration and subsequent product buildout of strategic company acquisitions. Participate in cross-functional teams (e.g. Product, Business Analysis, Software Engineering) in the development of business requirements to meet customer needs. Collaborate with target market representatives, customers, and partners to create powerful and revenue generating solutions for the marketplace. Expertise in business requirements writing. Requires extensive knowledge of all areas of the business including but not limited to content, development, product design, workflow, billing, and configuration. Must be well versed in industry and company focused initiatives, and understand how that content could be utilized within reference data products. Understand the business problems and opportunities in the context of the requirements and help recommend solutions that enable the organization to achieve its goals. Liaise with the Stakeholders in managing, defining, prioritizing, planning, and executing the vision for our applications targeting our core Data Services customers. Liaise with development and QA teams to deliver new features and resolve issues. Identify and communicate project risks and issues. Ability to operate in a multi-tasking and deadline driven team environment. Demonstrate a commitment to continuous learning by leveraging the learning & development curriculum to augment existing knowledge, skills, and experiences. Maximize efficiency in a constantly evolving environment where the process is fluid and creative solutions are the norm. Knowledge and Experience 8+ years of experience in the financial services industry. Ideally, some of these were when you were leading a team. 3+ years of experience querying / retrieving data from structured databases (SQL/Oracle. Python). Excellent ability to communicate technical ideas and concepts to colleagues outside the domain. Ability to generate creative solutions to problems and challenge processes. Strong collaboration skills - ability to navigate cross functional teams to deliver on shared objectives. Excellent communication and listening skills with an ability to develop a clear message for senior management and craft the story around it. Must have the ability to develop strong relationships with colleagues at all levels of the organization Organized and structured with excellent attention to detail. Acute understanding of how data is stored and flows through systems and databases. Skilled in excel to analyze data, identify trends, and come to conclusions. Understanding of how to identify and develop product enhancements. Excellent analytical and problem-solving skills - solid hands-on experience of functional analysis, with extensive experience translating business requirements into functional, design and test documentation. Strong written and verbal communication skills - ability to work with the client/user community to translate their requirements, however expressed, into development materials and conversely present development materials to client/users in a comprehensible way. Must be able to supervise, organize, prioritize workload and work on numerous projects/tasks at one time. Ability to work with technical teams (QA and development) as well as sales and end users. A working knowledge, and ideally hands on experience, of the development life cycle, covering basic design, testing cycles from unit to acceptance testing, implementation, and post release bug/issue fixes. Working knowledge of SQL for data querying and analysis. Familiarity with a range of product interfaces (XML/JSON Files, APIs, Front-End Viewers). Strong communication and leadership skills. Bachelor's degree is a minimum. Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
Investment Banking/Financial Modelling Analyst London London United Kingdom Analyst
Goldman Sachs Bank AG
Opportunity Overview Sitemap Outline Corporate Title: Analyst Office Location: London Division: Skillset More About This Skillset Solving critical financial and strategic challenges, macroeconomic forecasting, and individual stock analysis. Developing tools and insights to shape client and firm investment strategies. Individuals in this team are passionate about the financial services industry, markets, and research processes. They possess strong financial modeling skills, excellent communication, strategic and analytical thinking, and high Excel proficiency. Applying to this skillset considers you for multiple roles across the firm. The division and function examples listed are representative; the actual roles depend on business needs and will be confirmed during the interview process. Divisions and Job Functions Investment Banking Division Handles complex financial challenges and transactions, advising on mergers, acquisitions, and IPOs. Works with corporations, pension funds, financial sponsors, and governments. The team is composed of analytical thinkers passionate about innovative ideas. Industry Group Coverage Banking Provides banking services across various industries worldwide, organized by industry group, region, and company size, including sectors like Consumer Retail, Healthcare, Technology, and more. Basic Qualifications 1-3 years of relevant work experience Proficient to advanced MS Office skills (Excel, PowerPoint, Word, Outlook) Highly organized with attention to detail Ability to manage multiple projects with deadlines Team player with a positive attitude Strong written and verbal communication skills Ability to work in a fast-paced environment and adapt to various industries Self-directed, analytical, and capable of independent judgment Ability to build relationships with senior management and stakeholders Discretion with confidential information High ethical standards and sound judgment About Goldman Sachs Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm headquartered in New York with offices worldwide. We value diversity and inclusion, offering growth opportunities, training, and comprehensive benefits. We are committed to providing reasonable accommodations for candidates with disabilities. Learn more at our disability statement . Goldman Sachs is an equal opportunity employer, without discrimination based on race, color, religion, sex, national origin, age, veteran status, disability, or other protected characteristics. Employee Benefits Healthcare & Medical Insurance: Medical, dental, disability, life insurance, and travel coverage. Vacation Policy: Generous vacation entitlements with a minimum of three weeks annually. Financial Wellness & Retirement: Support for saving, planning, and education on financial topics. Health Services: Medical advocacy, counseling, on-site health centers, and travel assistance. Fitness: On-site fitness centers and reimbursement for fitness club memberships. Child & Family Care: On-site childcare, parental resources, and related stipends. Learn more about our comprehensive benefits at
May 12, 2025
Full time
Opportunity Overview Sitemap Outline Corporate Title: Analyst Office Location: London Division: Skillset More About This Skillset Solving critical financial and strategic challenges, macroeconomic forecasting, and individual stock analysis. Developing tools and insights to shape client and firm investment strategies. Individuals in this team are passionate about the financial services industry, markets, and research processes. They possess strong financial modeling skills, excellent communication, strategic and analytical thinking, and high Excel proficiency. Applying to this skillset considers you for multiple roles across the firm. The division and function examples listed are representative; the actual roles depend on business needs and will be confirmed during the interview process. Divisions and Job Functions Investment Banking Division Handles complex financial challenges and transactions, advising on mergers, acquisitions, and IPOs. Works with corporations, pension funds, financial sponsors, and governments. The team is composed of analytical thinkers passionate about innovative ideas. Industry Group Coverage Banking Provides banking services across various industries worldwide, organized by industry group, region, and company size, including sectors like Consumer Retail, Healthcare, Technology, and more. Basic Qualifications 1-3 years of relevant work experience Proficient to advanced MS Office skills (Excel, PowerPoint, Word, Outlook) Highly organized with attention to detail Ability to manage multiple projects with deadlines Team player with a positive attitude Strong written and verbal communication skills Ability to work in a fast-paced environment and adapt to various industries Self-directed, analytical, and capable of independent judgment Ability to build relationships with senior management and stakeholders Discretion with confidential information High ethical standards and sound judgment About Goldman Sachs Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm headquartered in New York with offices worldwide. We value diversity and inclusion, offering growth opportunities, training, and comprehensive benefits. We are committed to providing reasonable accommodations for candidates with disabilities. Learn more at our disability statement . Goldman Sachs is an equal opportunity employer, without discrimination based on race, color, religion, sex, national origin, age, veteran status, disability, or other protected characteristics. Employee Benefits Healthcare & Medical Insurance: Medical, dental, disability, life insurance, and travel coverage. Vacation Policy: Generous vacation entitlements with a minimum of three weeks annually. Financial Wellness & Retirement: Support for saving, planning, and education on financial topics. Health Services: Medical advocacy, counseling, on-site health centers, and travel assistance. Fitness: On-site fitness centers and reimbursement for fitness club memberships. Child & Family Care: On-site childcare, parental resources, and related stipends. Learn more about our comprehensive benefits at
Senior Product Manager
Intercontinental Exchange Holdings, Inc.
Job Description Job Purpose ICE is seeking a Senior Product Manager to join our Reference Data Product Development team. You will be part of the Products team but will work closely with IT, Operations, and the Business. The Senior Product Manager will be responsible for productizing new Reference Data content, requiring excellent technical writing skills to create detailed technical requirements and product documentation. Responsibilities Write comprehensive business requirements, with extensive knowledge of content, development, product design, workflow, billing, and configuration across all business areas. Deep understanding of reference data sourcing, storage, and output both internally and externally. Stay informed about industry and company initiatives, and identify how this content can be utilized within reference data products. Collaborate with the Sales team to understand client use cases, data utilization, and address potential roadblocks or gaps. Analyze business problems and opportunities, recommending solutions aligned with organizational goals. Work with Senior stakeholders, Business Development, and Product Management to translate vision into documents and wireframes. Coordinate with stakeholders to manage, define, prioritize, plan, and execute application visions for core Data Services customers. Serve as a subject matter expert for internal partners in the assigned product space. Propose improvements and new features for existing products and participate in designing and building new products. Define requirements for ingesting third-party data feeds into products. Present project ideas, business requirements, and product launch documents to the Product Committee. Support integration activities related to company acquisitions. Prepare product methodologies, training guides, release notes, and conduct user training. Collaborate with Technology and QA teams to deliver features and resolve issues, including UAT. Identify, communicate, and mitigate project risks and issues. Engage with market representatives, customers, and partners to develop compelling solutions. This role balances internal collaboration with cross-functional teams and externally focused efforts to secure $25 million in annual sales revenue. Knowledge and Experience Extensive experience in data analysis, data mapping, and business analysis within the financial services industry. Strong analytical, problem-solving, and translation skills for business requirements into functional and test documentation. Excellent communication skills to liaise effectively with clients, users, and technical teams. Exceptional organizational and prioritization skills to manage multiple projects. Attention to detail, critical thinking, and problem-solving capabilities. Experience working with technical teams and understanding of the development lifecycle. Proficiency in SQL for data querying and analysis. Advanced skills in Microsoft Excel, including pivot tables and formulas like VLOOKUP. Data modeling expertise, understanding data entities, attributes, and relationships. Familiarity with product interfaces such as XML/JSON, APIs, and front-end viewers. A proven track record of problem solving and solution development. Motivated, energetic, with a strong work ethic and willingness to tackle challenging tasks. Excellent interpersonal, verbal, and written communication skills. Ability to build strong relationships across all organizational levels. Bachelor's degree or higher required.
May 11, 2025
Full time
Job Description Job Purpose ICE is seeking a Senior Product Manager to join our Reference Data Product Development team. You will be part of the Products team but will work closely with IT, Operations, and the Business. The Senior Product Manager will be responsible for productizing new Reference Data content, requiring excellent technical writing skills to create detailed technical requirements and product documentation. Responsibilities Write comprehensive business requirements, with extensive knowledge of content, development, product design, workflow, billing, and configuration across all business areas. Deep understanding of reference data sourcing, storage, and output both internally and externally. Stay informed about industry and company initiatives, and identify how this content can be utilized within reference data products. Collaborate with the Sales team to understand client use cases, data utilization, and address potential roadblocks or gaps. Analyze business problems and opportunities, recommending solutions aligned with organizational goals. Work with Senior stakeholders, Business Development, and Product Management to translate vision into documents and wireframes. Coordinate with stakeholders to manage, define, prioritize, plan, and execute application visions for core Data Services customers. Serve as a subject matter expert for internal partners in the assigned product space. Propose improvements and new features for existing products and participate in designing and building new products. Define requirements for ingesting third-party data feeds into products. Present project ideas, business requirements, and product launch documents to the Product Committee. Support integration activities related to company acquisitions. Prepare product methodologies, training guides, release notes, and conduct user training. Collaborate with Technology and QA teams to deliver features and resolve issues, including UAT. Identify, communicate, and mitigate project risks and issues. Engage with market representatives, customers, and partners to develop compelling solutions. This role balances internal collaboration with cross-functional teams and externally focused efforts to secure $25 million in annual sales revenue. Knowledge and Experience Extensive experience in data analysis, data mapping, and business analysis within the financial services industry. Strong analytical, problem-solving, and translation skills for business requirements into functional and test documentation. Excellent communication skills to liaise effectively with clients, users, and technical teams. Exceptional organizational and prioritization skills to manage multiple projects. Attention to detail, critical thinking, and problem-solving capabilities. Experience working with technical teams and understanding of the development lifecycle. Proficiency in SQL for data querying and analysis. Advanced skills in Microsoft Excel, including pivot tables and formulas like VLOOKUP. Data modeling expertise, understanding data entities, attributes, and relationships. Familiarity with product interfaces such as XML/JSON, APIs, and front-end viewers. A proven track record of problem solving and solution development. Motivated, energetic, with a strong work ethic and willingness to tackle challenging tasks. Excellent interpersonal, verbal, and written communication skills. Ability to build strong relationships across all organizational levels. Bachelor's degree or higher required.
Willis Towers Watson
UK P&C Personal Lines Pricing Consultant
Willis Towers Watson
Description We are looking for an experienced senior personal lines insurance practitioner to join WTW as a Personal Lines Product, Pricing and Underwriting Associate Director. You will join our UK and Ireland general insurance practice within the widerInsurance Consulting and Technology ("ICT") division, to help us to grow and develop our product, pricing and underwriting advisory capability. You will work beside some of the market's top thought leaders, designing and implementing cutting-edge solutions to the portfolio management challenges faced by the UK's leading general insurers and intermediaries. This will be across the range of personal lines products with a particular focus on those critical areas beyond technical modelling, as we continue to enhance and strengthen our broader Product, Pricing and Underwriting offerings to clients. In your role you will be helping our broad range of UK personal lines clients by: Delivering best in class pricing, underwriting, and portfolio and product management capability, alongside process reviews Designing appropriate analytics and helping to build effective pricing models, tools and processes which use a wide range ofanalytical techniques Supporting the design and delivery of appropriate underwriting approaches in line with client portfolio management strategy Designing and building sophisticated MI and portfolio management capabilities Leveraging your market knowledge in developing cutting edge personal lines underwriting and product management solutions in collaboration with various teams from across WTW The Role Build and develop a market profile as a representative and advocate of WTWconsulting services and technology solutions Be an expert on the full end-to-end personal lines proposition and back-office functions relevant to Product, Pricing and Underwriting within the team, supporting colleagues with awareness of issues relevant to those areas Manage workstreams within large projects, overseen by senior colleagues but with responsibility for communication with clients and the day-to-day running of projects Work collaboratively across a range of projects and internal management and innovation responsibilities, managing priorities and resources appropriately Develop a trusted advisor relationship with client contacts through effective communication and efficient, high-quality execution of client work Support identifying and building continuous relationships with clients with personal lines focus or interest Willingly and energetically become involved across a variety of work to ensure that a broad skill set (technical, management and client) is maintained and developed Interface with colleagues from other specialisms, practices and regions on assignments that reflect a client's broader business challenges and needs Contribute to the development of the company's intellectual capital including the plans for taking this to market Develop and present proposals to potential clients, demonstrating the commercial value of our offerings Build relationships internally and collaborate effectively on cross-functional teams Opportunity to serve as line manager or mentor to more junior associates Qualifications The Requirements Strong and broad experience of product, pricing and underwriting, and of interactions with adjacent functions, in a UK general insurance firm with a deep expertise in at least one of UK Private Motor or Household Personal Lines insurance across multiple distribution types An understanding of customer journeys, conduct risk and how this affects the overall proposition and particularly the product, pricing, and underwriting elements A strong understanding of policy wordings, underwriting rules and actions Awareness of the key areas of claims operations, and associated supplier relationships Awareness of capital management, and reserving and how they impact pricing and portfolio management Experience of financial planning, forecasting, IT system and other investment and prioritisation A commercial mindset and "finisher" attitude, focussed on tangible outcomes An advocate for the development of analytical approaches and the adoption of new techniques, including data science, machine learning and AI with a particular focus on combining these with subject matter and underwriting expertise Strong interpersonal and team skills Excellent project management skills The ability to see the "big picture", engaging and leveraging the resources of adjacent specialisms to address clients' business challenges Occasional domestic travel required At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
May 11, 2025
Full time
Description We are looking for an experienced senior personal lines insurance practitioner to join WTW as a Personal Lines Product, Pricing and Underwriting Associate Director. You will join our UK and Ireland general insurance practice within the widerInsurance Consulting and Technology ("ICT") division, to help us to grow and develop our product, pricing and underwriting advisory capability. You will work beside some of the market's top thought leaders, designing and implementing cutting-edge solutions to the portfolio management challenges faced by the UK's leading general insurers and intermediaries. This will be across the range of personal lines products with a particular focus on those critical areas beyond technical modelling, as we continue to enhance and strengthen our broader Product, Pricing and Underwriting offerings to clients. In your role you will be helping our broad range of UK personal lines clients by: Delivering best in class pricing, underwriting, and portfolio and product management capability, alongside process reviews Designing appropriate analytics and helping to build effective pricing models, tools and processes which use a wide range ofanalytical techniques Supporting the design and delivery of appropriate underwriting approaches in line with client portfolio management strategy Designing and building sophisticated MI and portfolio management capabilities Leveraging your market knowledge in developing cutting edge personal lines underwriting and product management solutions in collaboration with various teams from across WTW The Role Build and develop a market profile as a representative and advocate of WTWconsulting services and technology solutions Be an expert on the full end-to-end personal lines proposition and back-office functions relevant to Product, Pricing and Underwriting within the team, supporting colleagues with awareness of issues relevant to those areas Manage workstreams within large projects, overseen by senior colleagues but with responsibility for communication with clients and the day-to-day running of projects Work collaboratively across a range of projects and internal management and innovation responsibilities, managing priorities and resources appropriately Develop a trusted advisor relationship with client contacts through effective communication and efficient, high-quality execution of client work Support identifying and building continuous relationships with clients with personal lines focus or interest Willingly and energetically become involved across a variety of work to ensure that a broad skill set (technical, management and client) is maintained and developed Interface with colleagues from other specialisms, practices and regions on assignments that reflect a client's broader business challenges and needs Contribute to the development of the company's intellectual capital including the plans for taking this to market Develop and present proposals to potential clients, demonstrating the commercial value of our offerings Build relationships internally and collaborate effectively on cross-functional teams Opportunity to serve as line manager or mentor to more junior associates Qualifications The Requirements Strong and broad experience of product, pricing and underwriting, and of interactions with adjacent functions, in a UK general insurance firm with a deep expertise in at least one of UK Private Motor or Household Personal Lines insurance across multiple distribution types An understanding of customer journeys, conduct risk and how this affects the overall proposition and particularly the product, pricing, and underwriting elements A strong understanding of policy wordings, underwriting rules and actions Awareness of the key areas of claims operations, and associated supplier relationships Awareness of capital management, and reserving and how they impact pricing and portfolio management Experience of financial planning, forecasting, IT system and other investment and prioritisation A commercial mindset and "finisher" attitude, focussed on tangible outcomes An advocate for the development of analytical approaches and the adoption of new techniques, including data science, machine learning and AI with a particular focus on combining these with subject matter and underwriting expertise Strong interpersonal and team skills Excellent project management skills The ability to see the "big picture", engaging and leveraging the resources of adjacent specialisms to address clients' business challenges Occasional domestic travel required At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Group Compliance Manager
mywork
Group Compliance Manager Remote - UK Only Applicants - Periodic travel to the Wales Based Head Office £40,000 - £50,000 Our Client is a leading UK-based financial services group whom are actively seeking an experienced Group Compliance Manager to oversee compliance, risk management, and governance across multiple business units. The company operates within a regulated environment, ensuring customers receive fair and responsible financial solutions. With a focus on growth, the business is expanding into new regulatory markets, including the US. This is a key role for a proactive compliance professional looking to make an impact in a growing financial services firm. Key Responsibilities Develop, implement, and maintain compliance policies and procedures in line with FCA regulations. Monitor regulatory changes and ensure business activities remain compliant. Conduct risk assessments, audits, and compliance reviews. Oversee financial promotions, ensuring all communications meet regulatory standards. Ensure adherence to Consumer Duty, including customer outcomes and fair value assessments. Maintain oversight of appointed representatives and introducers, including due diligence and reviews. Support product governance by ensuring fair value and suitability compliance. Manage complaints handling and FCA reporting requirements. Provide training on compliance policies and best practices. Ensure all regulatory documentation is correctly maintained and regularly reviewed. Identify and mitigate regulatory risks, including those from new jurisdictions. Requirements Proven experience in a compliance or risk management role within financial services. Strong understanding of FCA regulations, Consumer Duty, and financial promotions compliance. Experience with risk assessments, due diligence, and compliance monitoring. Excellent analytical skills and attention to detail. Strong communication and leadership skills, with the ability to influence senior stakeholders. Ability to work independently and collaboratively across multiple teams. Familiarity with IT security, data protection (GDPR), and financial crime prevention is advantageous. A willingness to learn and adapt to new regulatory frameworks, including international jurisdictions. Benefits Pension Paid Holiday Professional development and training opportunities Hybrid working options available Opportunity to contribute to a growing, regulated financial services firm.
May 11, 2025
Full time
Group Compliance Manager Remote - UK Only Applicants - Periodic travel to the Wales Based Head Office £40,000 - £50,000 Our Client is a leading UK-based financial services group whom are actively seeking an experienced Group Compliance Manager to oversee compliance, risk management, and governance across multiple business units. The company operates within a regulated environment, ensuring customers receive fair and responsible financial solutions. With a focus on growth, the business is expanding into new regulatory markets, including the US. This is a key role for a proactive compliance professional looking to make an impact in a growing financial services firm. Key Responsibilities Develop, implement, and maintain compliance policies and procedures in line with FCA regulations. Monitor regulatory changes and ensure business activities remain compliant. Conduct risk assessments, audits, and compliance reviews. Oversee financial promotions, ensuring all communications meet regulatory standards. Ensure adherence to Consumer Duty, including customer outcomes and fair value assessments. Maintain oversight of appointed representatives and introducers, including due diligence and reviews. Support product governance by ensuring fair value and suitability compliance. Manage complaints handling and FCA reporting requirements. Provide training on compliance policies and best practices. Ensure all regulatory documentation is correctly maintained and regularly reviewed. Identify and mitigate regulatory risks, including those from new jurisdictions. Requirements Proven experience in a compliance or risk management role within financial services. Strong understanding of FCA regulations, Consumer Duty, and financial promotions compliance. Experience with risk assessments, due diligence, and compliance monitoring. Excellent analytical skills and attention to detail. Strong communication and leadership skills, with the ability to influence senior stakeholders. Ability to work independently and collaboratively across multiple teams. Familiarity with IT security, data protection (GDPR), and financial crime prevention is advantageous. A willingness to learn and adapt to new regulatory frameworks, including international jurisdictions. Benefits Pension Paid Holiday Professional development and training opportunities Hybrid working options available Opportunity to contribute to a growing, regulated financial services firm.
Enterprise Services Technical Program 2025 (ESTP) EMEA
Avature
Enterprise Services Technical Program 2025 (ESTP) EMEA Location: London Business Area: Sales and Client Service Ref #: Description & Requirements Bloomberg ignites the power of information and technology to bring clarity to a sophisticated world. A global financial information and news leader that provides influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company delivers data, news and analytics through innovative technology and provides real time financial information to more than 325,000 subscribers globally. In a career at Bloomberg, you will play a vital role in making it all happen. You will be joining a team of solution-finders, with a real passion for providing superb customer service in a fast-paced environment. Exciting. Surprising. Purposeful. Life at Bloomberg is many things, but it is never dull. We are a truly global business with a truly diverse workforce. We pride ourselves on being open, inclusive and collaborative - and in providing a work environment that encourages our employees to be their best. What's the role? Are you passionate about working in financial markets and by the prospect of providing technical support for the world's leading financial professionals? If so, join the Enterprise Services Entry-level Technical Program, which is a key part of our Enterprise Services business. As an Enterprise Technical Services Representative, you have two critical focus areas: to provide superb customer service to a broad range of clients and ensure that you achieve a deep understanding of Bloomberg's many Enterprise Product offerings. You will be exposed and responsible for answering a wide range of questions across Bloomberg Data, Connectivity, Integration and Real-Time market data offerings. The position includes assisting fast-paced clients operating in Capital Markets, Asset Management and Financial Services and working with them to understand how they are using Bloomberg's Enterprise Data products. Moreover, as automation continues to grow in the industry, we are adapting to understand our clients' technological needs. We tackle our clients' software and data needs, we understand how it relates to their workflows and evolving business growth. Working with critical information and highly sophisticated tools, we enable our clients to leverage the full power of Bloomberg Data. Who you are: You come to work with a purpose, are curious and take pride in being customer service driven. You love being part of a team where clients count on you every day, and you challenge and support your colleagues to innovate, learn and deliver the best service possible. What's in it for you? We provide all new hires a 12-week long training program, which covers: an introduction to Bloomberg products and services, knowledge of our client needs, a broader insight into global financial markets and the process and tools to analyse and troubleshoot Bloomberg Data for our most critical users. You'll never stop learning we'll invest in your career, and coupled with our unrivalled approach we will help you expand your skills and opportunities; this is a great chance to get in on the ground and learn the intricacies of how data powers the world of finance. You will join a premier cohort on a dedicated training plan that will expose you to all the detail you need to excel in your role along with the opportunity to be involved in mentoring, quality control and idea generation. Following this you will be able to join our Enterprise Data Technical Support team. Enterprise Data Technical Support Team This team handles a large volume of tickets for some of Bloomberg's most sensitive and critical clients who take our data into internal and third-party applications to make vital market decisions. Excellent Customer Service, accuracy and speed are your primary tools as the face of Bloomberg's Enterprise Data Business. We will focus on your training and understanding of our processes which will give you the tools to make an impact with some of the best firms in the market. You will perform thorough troubleshooting to pinpoint the root cause and if needed, you'll escalate the issue internally with other technical groups. You will have the opportunity to champion your career across the company or further develop your technical skills within Enterprise Services. Our alumni have an array of successful career paths including Senior Client Service Roles, Sales, Enterprise Technology Services, Finance and Engineering. You'll need to have: Up to 3 years of technical client services experience, ideally in financial services. A demonstrated interest in Finance, Technology, Computer Science and/or systems information. Ability and desire to provide outstanding customer service to clients through live, interactive media (e.g. video calling, phone, messaging, etc.). Desire to develop skills and experience in customer service in a fast-moving FinTech environment. Multi-tasking and problem-solving skills as well as an ability to work independently and as part of a larger global team. A Passion for continuous learning across various areas (i.e. technology, financial markets). Ability to learn new technologies on the job and absorb new information quickly. We'd love to see: Bachelor's degree or equivalent experience. A basic understanding of market data and associated financial instruments. Awareness of data management, privacy and network connectivity. A basic conceptual understanding of Web Services and REST API's. Ability to work within highly connected and software-based systems. Spanish and Italian Language Fluent. You'll need to be able to: Start full time work by March 2025. Legally work full-time and will not require visa sponsorship now or in the future. Occasionally work weekends or on a bank holiday (weekday off in lieu).
May 11, 2025
Full time
Enterprise Services Technical Program 2025 (ESTP) EMEA Location: London Business Area: Sales and Client Service Ref #: Description & Requirements Bloomberg ignites the power of information and technology to bring clarity to a sophisticated world. A global financial information and news leader that provides influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company delivers data, news and analytics through innovative technology and provides real time financial information to more than 325,000 subscribers globally. In a career at Bloomberg, you will play a vital role in making it all happen. You will be joining a team of solution-finders, with a real passion for providing superb customer service in a fast-paced environment. Exciting. Surprising. Purposeful. Life at Bloomberg is many things, but it is never dull. We are a truly global business with a truly diverse workforce. We pride ourselves on being open, inclusive and collaborative - and in providing a work environment that encourages our employees to be their best. What's the role? Are you passionate about working in financial markets and by the prospect of providing technical support for the world's leading financial professionals? If so, join the Enterprise Services Entry-level Technical Program, which is a key part of our Enterprise Services business. As an Enterprise Technical Services Representative, you have two critical focus areas: to provide superb customer service to a broad range of clients and ensure that you achieve a deep understanding of Bloomberg's many Enterprise Product offerings. You will be exposed and responsible for answering a wide range of questions across Bloomberg Data, Connectivity, Integration and Real-Time market data offerings. The position includes assisting fast-paced clients operating in Capital Markets, Asset Management and Financial Services and working with them to understand how they are using Bloomberg's Enterprise Data products. Moreover, as automation continues to grow in the industry, we are adapting to understand our clients' technological needs. We tackle our clients' software and data needs, we understand how it relates to their workflows and evolving business growth. Working with critical information and highly sophisticated tools, we enable our clients to leverage the full power of Bloomberg Data. Who you are: You come to work with a purpose, are curious and take pride in being customer service driven. You love being part of a team where clients count on you every day, and you challenge and support your colleagues to innovate, learn and deliver the best service possible. What's in it for you? We provide all new hires a 12-week long training program, which covers: an introduction to Bloomberg products and services, knowledge of our client needs, a broader insight into global financial markets and the process and tools to analyse and troubleshoot Bloomberg Data for our most critical users. You'll never stop learning we'll invest in your career, and coupled with our unrivalled approach we will help you expand your skills and opportunities; this is a great chance to get in on the ground and learn the intricacies of how data powers the world of finance. You will join a premier cohort on a dedicated training plan that will expose you to all the detail you need to excel in your role along with the opportunity to be involved in mentoring, quality control and idea generation. Following this you will be able to join our Enterprise Data Technical Support team. Enterprise Data Technical Support Team This team handles a large volume of tickets for some of Bloomberg's most sensitive and critical clients who take our data into internal and third-party applications to make vital market decisions. Excellent Customer Service, accuracy and speed are your primary tools as the face of Bloomberg's Enterprise Data Business. We will focus on your training and understanding of our processes which will give you the tools to make an impact with some of the best firms in the market. You will perform thorough troubleshooting to pinpoint the root cause and if needed, you'll escalate the issue internally with other technical groups. You will have the opportunity to champion your career across the company or further develop your technical skills within Enterprise Services. Our alumni have an array of successful career paths including Senior Client Service Roles, Sales, Enterprise Technology Services, Finance and Engineering. You'll need to have: Up to 3 years of technical client services experience, ideally in financial services. A demonstrated interest in Finance, Technology, Computer Science and/or systems information. Ability and desire to provide outstanding customer service to clients through live, interactive media (e.g. video calling, phone, messaging, etc.). Desire to develop skills and experience in customer service in a fast-moving FinTech environment. Multi-tasking and problem-solving skills as well as an ability to work independently and as part of a larger global team. A Passion for continuous learning across various areas (i.e. technology, financial markets). Ability to learn new technologies on the job and absorb new information quickly. We'd love to see: Bachelor's degree or equivalent experience. A basic understanding of market data and associated financial instruments. Awareness of data management, privacy and network connectivity. A basic conceptual understanding of Web Services and REST API's. Ability to work within highly connected and software-based systems. Spanish and Italian Language Fluent. You'll need to be able to: Start full time work by March 2025. Legally work full-time and will not require visa sponsorship now or in the future. Occasionally work weekends or on a bank holiday (weekday off in lieu).
Deloitte LLP
Global Procurement, Real Estate Sustainability Senior Manager
Deloitte LLP Winchester, Hampshire
Global CoRe provides seven fundamental services to Deloitte around the world: knowledge services, creative services, contact center, data management assessment services, data protection, procurement, and real estate. We develop new and innovative ways to improve how these services are delivered across the organization, leveraging our global scope and strength to serve our organization within and across borders. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte? It's how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity The CoRe Procurement Real Estate, Sustainability Leader will play a critical role within the CoRe Procurement Sustainability Leadership team to embed sustainability concepts into real estate strategy, governance, and major real estate projects across our global 3M square meter portfolio. They will have oversight of a team representative of specific regions: Americas, Asia Pacific and EMEA. Their focus will be on ensuring sustainability is factored into the full building lifecycle across the global estate: site selection and leasing decisions, the design/construction of office fit-outs, effective handover to our operational teams, and operations in live sites. The Real Estate Sustainability Leader will focus on improving governance and accountability around our sustainable real estate program for Deloitte to achieve its 2040 WorldClimate net-zero targets with respect to its leased real estate portfolio. The Leader will ensure the internal 'Better Buildings toolkit', developed to provide practical guidance and tools to support Deloitte's sustainability goals, evolves and continues to drive good practice; they will work with real estate teams to assess regional portfolios and identify strategic opportunities for Deloitte to occupy sustainable buildings, and take responsibility for sharing knowledge and successes across our network. The post will report to the CoRe Procurement Real Estate Category Director. Manage existing processes to track the successful implementation of Better Buildings processes within projects and report on the maturity of sustainable real estate practices across the global portfolio. Liaise with the Deloitte Global Purpose and Sustainability team to track and report on the environmental impact of the global portfolio, feeding into our public disclosures. Oversee the regular review and update of the Better Buildings toolkit, ensuring it continues to represent industry best practice. Act as the point of contact across the Deloitte network for all sustainable real estate-related queries. Develop a method and tools to enable local teams to quantify the embodied carbon emissions associated with their refurbishments; support their use; and track performance improvement. Stay aware of leading practices within the real estate industry, e.g. net zero carbon construction; zero waste construction; sustainable, ethical/local sourcing of materials; intelligent buildings; well-being design etc., and factor into the Better Buildings toolkit updates as appropriate. Hold annual workshops with the Deloitte network, and local Sustainability leads and Real Estate teams to gather user feedback and use this, and their knowledge, to support the Better Buildings toolkit so it remains a leading practice. Work with internal stakeholders to create a process to flag major lease events to responsible parties well in advance, to ensure sustainability is a key consideration when a project begins. Support the team in the use of the bespoke 'energy model' to regularly review the sustainability performance of our global real estate portfolio, and identify priorities for sustainable fit-outs and energy efficiency works. Support COE Procurement in including sustainability standards into their Real Estate master category strategy, e.g., WELL/BREEAM/LEED compliant furniture standards, sustainability clauses in Total Facilities Management (TFM) and Catering contracts, minimum BREEAM/LEED standards in framework agreements, etc. Support the DTTL WorldClimate ESG lead to ensure we are collecting all real estate data required for our external reporting including but not limited to, our global EP100 and CDP commitments. Work with CoRe Knowledge Services to ensure all real estate teams across the global portfolio are well-versed in our Better Buildings process and can articulate the business case for delivering sustainable real estate, i.e., brand value, alignment with WorldClimate and whole-life savings from investment in operational efficiencies; and are aware of good practice examples from across our network. Support DTTL and COE leaders to advocate the long-term value of occupying net zero carbon buildings and build their, and the Sustainability Executive's external status as climate leaders. Lead the Buildings sub-committee of the internal Net-Zero Task Force, driving forward Global policy and commitments as part of the emerging Net-Zero Transition Plan. Ensure the plan provides a robust framework for delivering Net Zero offices. Seek out and manage relationships with external bodies to build knowledge and eminence, and ensure the Deloitte approach remains best in class. Connect to your skills and professional experience Qualifications Proven experience in either a sustainability consultancy, design role or in-house delivering sustainable real estate projects. Direct experience in applying LEED/ BREEAM/ WELL and/or other equivalent rating tools. Direct experience in undertaking embodied carbon analysis for new constructions or refurbishment projects. Experience of project managing complex projects within the built environment from design to handover. Degree in relevant sustainability, architectural, or engineering subject. A fair understanding of sustainability best practices, including green leases; LCA; embodied carbon assessments; operational energy use; circular economy principles; biophilic design, etc. Other Qualifications Experience in monitoring buildings in operation LEED/ BREEAM/ WELL/ and/or other equivalent certified assessors. Membership in relevant institution (ideally chartered), e.g., IEMA; RIBA; RICS. Connect to your business - Enabling Functions Collaboration is central to everything we do at Deloitte. From IT to HR, marketing and more, our teams help to support the wider business in everything they do. Bringing your individual skills and specialist knowledge, you can make a far-reaching impact. Come join us. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Our hybrid working policy You'll be based in UK Wide with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. . click apply for full job details
May 11, 2025
Full time
Global CoRe provides seven fundamental services to Deloitte around the world: knowledge services, creative services, contact center, data management assessment services, data protection, procurement, and real estate. We develop new and innovative ways to improve how these services are delivered across the organization, leveraging our global scope and strength to serve our organization within and across borders. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte? It's how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity The CoRe Procurement Real Estate, Sustainability Leader will play a critical role within the CoRe Procurement Sustainability Leadership team to embed sustainability concepts into real estate strategy, governance, and major real estate projects across our global 3M square meter portfolio. They will have oversight of a team representative of specific regions: Americas, Asia Pacific and EMEA. Their focus will be on ensuring sustainability is factored into the full building lifecycle across the global estate: site selection and leasing decisions, the design/construction of office fit-outs, effective handover to our operational teams, and operations in live sites. The Real Estate Sustainability Leader will focus on improving governance and accountability around our sustainable real estate program for Deloitte to achieve its 2040 WorldClimate net-zero targets with respect to its leased real estate portfolio. The Leader will ensure the internal 'Better Buildings toolkit', developed to provide practical guidance and tools to support Deloitte's sustainability goals, evolves and continues to drive good practice; they will work with real estate teams to assess regional portfolios and identify strategic opportunities for Deloitte to occupy sustainable buildings, and take responsibility for sharing knowledge and successes across our network. The post will report to the CoRe Procurement Real Estate Category Director. Manage existing processes to track the successful implementation of Better Buildings processes within projects and report on the maturity of sustainable real estate practices across the global portfolio. Liaise with the Deloitte Global Purpose and Sustainability team to track and report on the environmental impact of the global portfolio, feeding into our public disclosures. Oversee the regular review and update of the Better Buildings toolkit, ensuring it continues to represent industry best practice. Act as the point of contact across the Deloitte network for all sustainable real estate-related queries. Develop a method and tools to enable local teams to quantify the embodied carbon emissions associated with their refurbishments; support their use; and track performance improvement. Stay aware of leading practices within the real estate industry, e.g. net zero carbon construction; zero waste construction; sustainable, ethical/local sourcing of materials; intelligent buildings; well-being design etc., and factor into the Better Buildings toolkit updates as appropriate. Hold annual workshops with the Deloitte network, and local Sustainability leads and Real Estate teams to gather user feedback and use this, and their knowledge, to support the Better Buildings toolkit so it remains a leading practice. Work with internal stakeholders to create a process to flag major lease events to responsible parties well in advance, to ensure sustainability is a key consideration when a project begins. Support the team in the use of the bespoke 'energy model' to regularly review the sustainability performance of our global real estate portfolio, and identify priorities for sustainable fit-outs and energy efficiency works. Support COE Procurement in including sustainability standards into their Real Estate master category strategy, e.g., WELL/BREEAM/LEED compliant furniture standards, sustainability clauses in Total Facilities Management (TFM) and Catering contracts, minimum BREEAM/LEED standards in framework agreements, etc. Support the DTTL WorldClimate ESG lead to ensure we are collecting all real estate data required for our external reporting including but not limited to, our global EP100 and CDP commitments. Work with CoRe Knowledge Services to ensure all real estate teams across the global portfolio are well-versed in our Better Buildings process and can articulate the business case for delivering sustainable real estate, i.e., brand value, alignment with WorldClimate and whole-life savings from investment in operational efficiencies; and are aware of good practice examples from across our network. Support DTTL and COE leaders to advocate the long-term value of occupying net zero carbon buildings and build their, and the Sustainability Executive's external status as climate leaders. Lead the Buildings sub-committee of the internal Net-Zero Task Force, driving forward Global policy and commitments as part of the emerging Net-Zero Transition Plan. Ensure the plan provides a robust framework for delivering Net Zero offices. Seek out and manage relationships with external bodies to build knowledge and eminence, and ensure the Deloitte approach remains best in class. Connect to your skills and professional experience Qualifications Proven experience in either a sustainability consultancy, design role or in-house delivering sustainable real estate projects. Direct experience in applying LEED/ BREEAM/ WELL and/or other equivalent rating tools. Direct experience in undertaking embodied carbon analysis for new constructions or refurbishment projects. Experience of project managing complex projects within the built environment from design to handover. Degree in relevant sustainability, architectural, or engineering subject. A fair understanding of sustainability best practices, including green leases; LCA; embodied carbon assessments; operational energy use; circular economy principles; biophilic design, etc. Other Qualifications Experience in monitoring buildings in operation LEED/ BREEAM/ WELL/ and/or other equivalent certified assessors. Membership in relevant institution (ideally chartered), e.g., IEMA; RIBA; RICS. Connect to your business - Enabling Functions Collaboration is central to everything we do at Deloitte. From IT to HR, marketing and more, our teams help to support the wider business in everything they do. Bringing your individual skills and specialist knowledge, you can make a far-reaching impact. Come join us. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Our hybrid working policy You'll be based in UK Wide with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role. Our commitment to you Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before. We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for. . click apply for full job details
Leveraged Finance Credit, VP
Bank of America
Job Description: Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Role Description: Leveraged Finance Credit supports the development, due diligence, approval and implementation of leveraged transactions for corporate and financial sponsors. Typical transactions include leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations, and restructurings. As a senior member of the team and reporting directly to one of the Co-Heads of EMEA Leveraged Finance Credit, you will: Lead deals through the internal approval processes, deliver consistent credit support and seamless execution for our business partners. Perform credit analysis (incl. forecasts), risk rating assessments, review of due diligence, and writing of credit memorandum. Review and negotiate documentation (loans and derivatives) where appropriate. Responsibilities: Provide independent assessments and recommendations to approval committees and senior decision makers. Work closely with junior members of the team, mentoring and coaching where necessary. Have primary credit responsibility for a portfolio of names; maintaining timely and accurate monitoring (risk ratings, financial reports, compliance certificates, forecasts, and annual reviews etc.). Establish and maintain a deep understanding of the portfolio at the client, industry, and macro level in order to assess risk and form considered opinions. Ensure adherence to prevailing credit policy and procedures. Have exposure to the full Global Banking & Markets product spectrum with engagement across multiple stakeholders, including Leveraged Finance, Financial Sponsors, Investment Banking, Corporate Banking, Sales & Trading, Legal, and Risk. Engage professionally with third parties, such as legal counsel, due diligence sessions, management teams, and client representatives. Skills that will help: Strong stakeholder and transaction management Credit risk awareness and understanding of risk drivers on appetite and ratings Familiarity with structures and terms Relevant experience within Leveraged Finance preferred Benefits of working at Bank of America: UK Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. Access to an Employee Assistance Program for confidential support and help for everyday matters Ability to donate to charities of your choice directly through payroll and the bank will match your contribution Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions. Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
May 11, 2025
Full time
Job Description: Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Role Description: Leveraged Finance Credit supports the development, due diligence, approval and implementation of leveraged transactions for corporate and financial sponsors. Typical transactions include leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations, and restructurings. As a senior member of the team and reporting directly to one of the Co-Heads of EMEA Leveraged Finance Credit, you will: Lead deals through the internal approval processes, deliver consistent credit support and seamless execution for our business partners. Perform credit analysis (incl. forecasts), risk rating assessments, review of due diligence, and writing of credit memorandum. Review and negotiate documentation (loans and derivatives) where appropriate. Responsibilities: Provide independent assessments and recommendations to approval committees and senior decision makers. Work closely with junior members of the team, mentoring and coaching where necessary. Have primary credit responsibility for a portfolio of names; maintaining timely and accurate monitoring (risk ratings, financial reports, compliance certificates, forecasts, and annual reviews etc.). Establish and maintain a deep understanding of the portfolio at the client, industry, and macro level in order to assess risk and form considered opinions. Ensure adherence to prevailing credit policy and procedures. Have exposure to the full Global Banking & Markets product spectrum with engagement across multiple stakeholders, including Leveraged Finance, Financial Sponsors, Investment Banking, Corporate Banking, Sales & Trading, Legal, and Risk. Engage professionally with third parties, such as legal counsel, due diligence sessions, management teams, and client representatives. Skills that will help: Strong stakeholder and transaction management Credit risk awareness and understanding of risk drivers on appetite and ratings Familiarity with structures and terms Relevant experience within Leveraged Finance preferred Benefits of working at Bank of America: UK Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. Access to an Employee Assistance Program for confidential support and help for everyday matters Ability to donate to charities of your choice directly through payroll and the bank will match your contribution Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions. Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Leveraged Finance Credit, VP
Bank of America
Job Description: Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Role Description: Leveraged Finance Credit supports the development, due diligence, approval and implementation of leveraged transactions for corporate and financial sponsors. Typical transactions include leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations, and restructurings. As a senior member of the team and reporting directly to one of the Co-Heads of EMEA Leveraged Finance Credit, you will: Lead deals through the internal approval processes, deliver consistent credit support and seamless execution for our business partners. Perform credit analysis (incl. forecasts), risk rating assessments, review of due diligence, and writing of credit memorandum. Review and negotiate documentation (loans and derivatives) where appropriate. Responsibilities: Provide independent assessments and recommendations to approval committees and senior decision makers. Work closely with junior members of the team, mentoring and coaching where necessary. Have primary credit responsibility for a portfolio of names; maintaining timely and accurate monitoring (risk ratings, financial reports, compliance certificates, forecasts, and annual reviews etc.). Establish and maintain a deep understanding of the portfolio at the client, industry, and macro level in order to assess risk and form considered opinions. Ensure adherence to prevailing credit policy and procedures. Have exposure to the full Global Banking & Markets product spectrum with engagement across multiple stakeholders, including Leveraged Finance, Financial Sponsors, Investment Banking, Corporate Banking, Sales & Trading, Legal, and Risk. Engage professionally with third parties, such as legal counsel, due diligence sessions, management teams, and client representatives. Skills that will help: Strong stakeholder and transaction management Credit risk awareness and understanding of risk drivers on appetite and ratings Familiarity with structures and terms Relevant experience within Leveraged Finance preferred Benefits of working at Bank of America: UK Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. Access to an Employee Assistance Program for confidential support and help for everyday matters Ability to donate to charities of your choice directly through payroll and the bank will match your contribution Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions. Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
May 11, 2025
Full time
Job Description: Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Role Description: Leveraged Finance Credit supports the development, due diligence, approval and implementation of leveraged transactions for corporate and financial sponsors. Typical transactions include leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations, and restructurings. As a senior member of the team and reporting directly to one of the Co-Heads of EMEA Leveraged Finance Credit, you will: Lead deals through the internal approval processes, deliver consistent credit support and seamless execution for our business partners. Perform credit analysis (incl. forecasts), risk rating assessments, review of due diligence, and writing of credit memorandum. Review and negotiate documentation (loans and derivatives) where appropriate. Responsibilities: Provide independent assessments and recommendations to approval committees and senior decision makers. Work closely with junior members of the team, mentoring and coaching where necessary. Have primary credit responsibility for a portfolio of names; maintaining timely and accurate monitoring (risk ratings, financial reports, compliance certificates, forecasts, and annual reviews etc.). Establish and maintain a deep understanding of the portfolio at the client, industry, and macro level in order to assess risk and form considered opinions. Ensure adherence to prevailing credit policy and procedures. Have exposure to the full Global Banking & Markets product spectrum with engagement across multiple stakeholders, including Leveraged Finance, Financial Sponsors, Investment Banking, Corporate Banking, Sales & Trading, Legal, and Risk. Engage professionally with third parties, such as legal counsel, due diligence sessions, management teams, and client representatives. Skills that will help: Strong stakeholder and transaction management Credit risk awareness and understanding of risk drivers on appetite and ratings Familiarity with structures and terms Relevant experience within Leveraged Finance preferred Benefits of working at Bank of America: UK Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. Access to an Employee Assistance Program for confidential support and help for everyday matters Ability to donate to charities of your choice directly through payroll and the bank will match your contribution Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions. Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Senior Manager, Revenue & Product
PerchPeek Limited
Hello! Thanks for checking out our job posting for the role of Senior Manager, Revenue & Product at PerchPeek. You've already taken a tiny step towards being a part of our team-huzzah! We know that taking your next career step is as exciting as it can be exhausting. So, with that in mind, we've tried to keep our description simple and cliché-free to help you decide if PerchPeek and this role are a good match for you. Please note this role is fully remote and is not restricted to the listed location. However, due to the needs of the role we are looking for candidates who are based within GMT +/-5 and have experience working autonomously. What is PerchPeek? At PerchPeek we dream of a borderless world where people have the freedom to live and work where they please. Where ideas and resources flow where they're most needed unrestricted by national borders. We strive to create a world of opportunity for everyone, anywhere - one move at a time . We're building a streamlined Mobility ecosystem to empower businesses and individuals to move anywhere in the world. We support employers and employees through every stage of the relocation process, providing an affordable, scalable, high-value service, powered by technology and relocation expertise. Have you ever relocated? If so, you probably know how overwhelming it can be-immigration hoops, tax implications, housing, shipping, utilities, banking the list goes on. No matter where in the world you go, relocating is complicated, time-intensive, and stressful. PerchPeek was conceived to change that. For relocators, our goal is to guide them through every step of their move with a delightful mix of tech, coaching, content, and partnerships which work together to make relocating simpler, faster, and more fun. For employers, we streamline the entire process of supporting international Mobility into one easy-to-use platform, turning Mobility into a strategic advantage for thriving globally. Now you know why we're so passionate about what we do! The Role This unique hybrid role bridges revenue operations, product development, and financial services, with a primary focus on advancing PerchPeek's revenue operations and integrating client-focused financial services into our product suite. You will blend operational excellence with innovation to drive large-scale system, process, and product improvements in a structured and effective manner. You should be equally comfortable diving into the details of process design and stepping back to see the bigger strategic picture. This role reports to the Head of Operations and will work with senior stakeholders across Finance, Sales and Product teams to enhance efficiency, support client onboarding, profitability analysis, and tool integrations in both internal and external financial functions. Responsibilities Whilst every role in a startup has a degree of flexibility over time, here is what we see as the role's main responsibilities: Financial Product Development Own the development of our Finance-as-a-Relocation-Service (FaaRS) product lines for both clients and customers Collaborate with Product team and Executives to define and execute the technical roadmap for FaaRS Act as Product Owner for financial tools development, creating robust documentation and testing solutions Evaluate and recommend external tools and manage their implementation, including training and monitoring adoption Revenue & Finance Operations Lead the continuous assessment and optimization of revenue operations processes, maintaining detailed process documentation and scalability Develop and implement automated processes and financial tools for accurate revenue recognition across CRM and accounting platforms Drive the integration of financial platforms and manage tool rollout projects, including training initiatives Collaborate with internal financial functions to implement financial tools, integrations, and automations to streamline operation Client Financial Management Lead financial onboarding processes for new clients, including process mapping, advisory services, and systems setup Develop and maintain client financial reporting frameworks Analyze client profitability at the account level and collaborate on pricing strategy optimization with the GTM, Finance, and Operations teams Collaboration and Stakeholder Engagement Proactively own relationships with key partners, including Head of Finance and VP Product, to ensure effective collaboration Ensure accurate and polished client-facing deliverables and maintain strong communication and documentation with external and internal stakeholders Requirements The type of person we think will be awesome at this will likely have the following range of qualities and experience: 5-8 years of experience in either Financial Operations / working on a Finance Product / Revenue Operations Strong understanding of financial principles and accounting concepts Demonstrated experience with Hubspot CRM and Xero accounting platform Proven track record in financial product/service development Excellence in analytical and problem-solving skills Experience in process automation and scaling operations Strong project management capabilities Demonstrated ability to drive large-scale systems and process changes Beyond these great attributes, we're especially interested in candidates with the below skills or qualifications: Experience in a scaling FinTech environment Demonstrated ability to work autonomously Track record as a financial SME in external-facing roles Experience in training delivery and change management Proficiency with data analysis and reporting tools Pay & Benefits Salary Total compensation packages are based on a wide array of factors unique to each candidate, including but not limited to demonstrated skill set, years and depth of relevant experience, location and some role-dependent factors. We'll be happy to discuss this during the interview process. The PerchPerks Company share options - be a business owner and have your very own little piece of PerchPeek. Flexible Holiday and Leave - you'll receive all statutory holiday plus wellbeing leave and flexible annual leave for you to rest, relax, or recharge as you see fit. Work from Anywhere - PerchPeek is a fully distributed company that supports employees in working wherever they'd like to be within the parameters of your role's requirements. We offer an allowance to ensure your working environment suits you. Learning & Development Budget - so you can be proactive about learning something fun outside of your core role R egular socials, an annual offsite, and a meetups budget - or time spent turning colleagues into friends (corny but we don't care). Ready to be a Perchy? Firstly, no need for a full cover letter (phew)! Please just share your resume and answer our small number of get-to-know-you questions. If we think we're well matched, you'll be invited to a video call with one of the PerchPeek team so we can get to know each other a bit better. We hope you're as excited to apply as we are to hear from you. Good luck! Note : Studies show that women and people of colour are less likely to apply for jobs unless they believe they meet every single one of the qualifications as described in a job description. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your gender, race, religion, age, sexual orientation, marital status or disability - we want to hear from you! We would strongly encourage you to apply, even if you don't believe you meet every one of the qualifications described.
May 11, 2025
Full time
Hello! Thanks for checking out our job posting for the role of Senior Manager, Revenue & Product at PerchPeek. You've already taken a tiny step towards being a part of our team-huzzah! We know that taking your next career step is as exciting as it can be exhausting. So, with that in mind, we've tried to keep our description simple and cliché-free to help you decide if PerchPeek and this role are a good match for you. Please note this role is fully remote and is not restricted to the listed location. However, due to the needs of the role we are looking for candidates who are based within GMT +/-5 and have experience working autonomously. What is PerchPeek? At PerchPeek we dream of a borderless world where people have the freedom to live and work where they please. Where ideas and resources flow where they're most needed unrestricted by national borders. We strive to create a world of opportunity for everyone, anywhere - one move at a time . We're building a streamlined Mobility ecosystem to empower businesses and individuals to move anywhere in the world. We support employers and employees through every stage of the relocation process, providing an affordable, scalable, high-value service, powered by technology and relocation expertise. Have you ever relocated? If so, you probably know how overwhelming it can be-immigration hoops, tax implications, housing, shipping, utilities, banking the list goes on. No matter where in the world you go, relocating is complicated, time-intensive, and stressful. PerchPeek was conceived to change that. For relocators, our goal is to guide them through every step of their move with a delightful mix of tech, coaching, content, and partnerships which work together to make relocating simpler, faster, and more fun. For employers, we streamline the entire process of supporting international Mobility into one easy-to-use platform, turning Mobility into a strategic advantage for thriving globally. Now you know why we're so passionate about what we do! The Role This unique hybrid role bridges revenue operations, product development, and financial services, with a primary focus on advancing PerchPeek's revenue operations and integrating client-focused financial services into our product suite. You will blend operational excellence with innovation to drive large-scale system, process, and product improvements in a structured and effective manner. You should be equally comfortable diving into the details of process design and stepping back to see the bigger strategic picture. This role reports to the Head of Operations and will work with senior stakeholders across Finance, Sales and Product teams to enhance efficiency, support client onboarding, profitability analysis, and tool integrations in both internal and external financial functions. Responsibilities Whilst every role in a startup has a degree of flexibility over time, here is what we see as the role's main responsibilities: Financial Product Development Own the development of our Finance-as-a-Relocation-Service (FaaRS) product lines for both clients and customers Collaborate with Product team and Executives to define and execute the technical roadmap for FaaRS Act as Product Owner for financial tools development, creating robust documentation and testing solutions Evaluate and recommend external tools and manage their implementation, including training and monitoring adoption Revenue & Finance Operations Lead the continuous assessment and optimization of revenue operations processes, maintaining detailed process documentation and scalability Develop and implement automated processes and financial tools for accurate revenue recognition across CRM and accounting platforms Drive the integration of financial platforms and manage tool rollout projects, including training initiatives Collaborate with internal financial functions to implement financial tools, integrations, and automations to streamline operation Client Financial Management Lead financial onboarding processes for new clients, including process mapping, advisory services, and systems setup Develop and maintain client financial reporting frameworks Analyze client profitability at the account level and collaborate on pricing strategy optimization with the GTM, Finance, and Operations teams Collaboration and Stakeholder Engagement Proactively own relationships with key partners, including Head of Finance and VP Product, to ensure effective collaboration Ensure accurate and polished client-facing deliverables and maintain strong communication and documentation with external and internal stakeholders Requirements The type of person we think will be awesome at this will likely have the following range of qualities and experience: 5-8 years of experience in either Financial Operations / working on a Finance Product / Revenue Operations Strong understanding of financial principles and accounting concepts Demonstrated experience with Hubspot CRM and Xero accounting platform Proven track record in financial product/service development Excellence in analytical and problem-solving skills Experience in process automation and scaling operations Strong project management capabilities Demonstrated ability to drive large-scale systems and process changes Beyond these great attributes, we're especially interested in candidates with the below skills or qualifications: Experience in a scaling FinTech environment Demonstrated ability to work autonomously Track record as a financial SME in external-facing roles Experience in training delivery and change management Proficiency with data analysis and reporting tools Pay & Benefits Salary Total compensation packages are based on a wide array of factors unique to each candidate, including but not limited to demonstrated skill set, years and depth of relevant experience, location and some role-dependent factors. We'll be happy to discuss this during the interview process. The PerchPerks Company share options - be a business owner and have your very own little piece of PerchPeek. Flexible Holiday and Leave - you'll receive all statutory holiday plus wellbeing leave and flexible annual leave for you to rest, relax, or recharge as you see fit. Work from Anywhere - PerchPeek is a fully distributed company that supports employees in working wherever they'd like to be within the parameters of your role's requirements. We offer an allowance to ensure your working environment suits you. Learning & Development Budget - so you can be proactive about learning something fun outside of your core role R egular socials, an annual offsite, and a meetups budget - or time spent turning colleagues into friends (corny but we don't care). Ready to be a Perchy? Firstly, no need for a full cover letter (phew)! Please just share your resume and answer our small number of get-to-know-you questions. If we think we're well matched, you'll be invited to a video call with one of the PerchPeek team so we can get to know each other a bit better. We hope you're as excited to apply as we are to hear from you. Good luck! Note : Studies show that women and people of colour are less likely to apply for jobs unless they believe they meet every single one of the qualifications as described in a job description. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your gender, race, religion, age, sexual orientation, marital status or disability - we want to hear from you! We would strongly encourage you to apply, even if you don't believe you meet every one of the qualifications described.
AVP/VP KYC Analyst
Delta Capita Group
AVP/VP KYC ANALYST London This is a great opportunity to join Delta Capita's fast-growing Client Lifecycle Management (CLM) Services Business working with some of the world's leading financial institutions. Our Client Lifecycle Management (CLM) Services provide end-to-end KYC/AML and client due diligence (CDD) capabilities to help organisations optimise the management of their client lifecycle. Our CLM team combines extensive experience with domain expertise in delivering KYC/AML services across multiple organisations underpinned by an in-depth knowledge of AML regulations and supported by an eco-system of proprietary technology accelerator solutions. We are looking for an experienced AVP to join our Client Lifecycle Management (CLM) Managed Service Business. Your role Are you a highly motivated individual with strong work ethics, looking for a challenging role in a dynamic environment? Do you have an aptitude for understanding complex business rules and the ability to think on your feet? Are you passionate about enabling and delivering exceptional client experience? Responsibilities: Be the central point of contact for coordinating the front-to-back client onboarding journey, ensuring KYC and regulatory due diligence, and account setup and connection to third parties is completed in a timely manner so that clients are ready to trade. Inputting all data attributes into internal systems including SSIs, Markets, Portfolio Managers, and Regulatory fields in relevant trading and electronic trading systems. Ensure business requirements are fulfilled and completed within strict timeframes. Project Management of onboarding and migration for large mandates and fund portfolios which can consist of multi-tiered steps, from gathering client specifications to production go-live. Connection to third parties such as custodians, external managers, and accounting agents. Liaising with internal departments to resolve related bottlenecks. Liaising with Sales representatives, clients, brokers, and custodians to direct and resolve client and stakeholder queries in a timely manner. Dealing with escalations and issues from Sales and clients and providing solutions/guidance. Proactively engaging with key stakeholders to advise on issue resolution, client reporting, capacity, and associated risks. Identify opportunities for improvements to streamline the operational process and optimize the client journey. Assisting in defining procedures, processes, standards, and best practices to ensure efficiency and continuous improvement of the service. Responsible for producing key MI reporting both internally and externally to track, monitor, and provide key metrics to internal and external stakeholders. Skills and Experience Client Onboarding, Sales Support, Trade Support, Pre-Trade Management, Account Opening, eTrading, Connectivity, Client Services in a Front Office Investment Banking/Asset Management and regulatory environment. Good understanding of the Client and Trade Life Cycle. Strong Stakeholder management, excellent written and verbal communication, time management, problem-solving skills, and ability to multi-task. Knowledge of trading instruments including FX, Futures, OTC Derivatives, and Collateral. Experience of dealing with Broker and Custodian setups. Strong understanding of risk management and attention to detail. Investment Banking, Global Markets, Asset Management experience. Ability to solve complex problems. Project Management experience. Strong Excel and PPT skills. Visio/Smartsheet beneficial. KYC and regulatory due diligence experience beneficial. Good knowledge of Funds. Strong data management and analytical skills. Knowledge of Aladdin beneficial. BA/BSc Graduate degree (2:1). How We Work: Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire. This is a fixed-term contract/permanent, full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. For this role, a valid working permit for the UK is mandatory. Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office aligns to what our clients' policies and expectations are, which vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita requires. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands. Who We Are: Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology-based mutualized services for financial institutions for non-differentiating services. Our 3 offerings are: Managed Services Consulting Technology To know more about Delta Capita and our culture click here: Working at DC - Delta Capita .
May 11, 2025
Full time
AVP/VP KYC ANALYST London This is a great opportunity to join Delta Capita's fast-growing Client Lifecycle Management (CLM) Services Business working with some of the world's leading financial institutions. Our Client Lifecycle Management (CLM) Services provide end-to-end KYC/AML and client due diligence (CDD) capabilities to help organisations optimise the management of their client lifecycle. Our CLM team combines extensive experience with domain expertise in delivering KYC/AML services across multiple organisations underpinned by an in-depth knowledge of AML regulations and supported by an eco-system of proprietary technology accelerator solutions. We are looking for an experienced AVP to join our Client Lifecycle Management (CLM) Managed Service Business. Your role Are you a highly motivated individual with strong work ethics, looking for a challenging role in a dynamic environment? Do you have an aptitude for understanding complex business rules and the ability to think on your feet? Are you passionate about enabling and delivering exceptional client experience? Responsibilities: Be the central point of contact for coordinating the front-to-back client onboarding journey, ensuring KYC and regulatory due diligence, and account setup and connection to third parties is completed in a timely manner so that clients are ready to trade. Inputting all data attributes into internal systems including SSIs, Markets, Portfolio Managers, and Regulatory fields in relevant trading and electronic trading systems. Ensure business requirements are fulfilled and completed within strict timeframes. Project Management of onboarding and migration for large mandates and fund portfolios which can consist of multi-tiered steps, from gathering client specifications to production go-live. Connection to third parties such as custodians, external managers, and accounting agents. Liaising with internal departments to resolve related bottlenecks. Liaising with Sales representatives, clients, brokers, and custodians to direct and resolve client and stakeholder queries in a timely manner. Dealing with escalations and issues from Sales and clients and providing solutions/guidance. Proactively engaging with key stakeholders to advise on issue resolution, client reporting, capacity, and associated risks. Identify opportunities for improvements to streamline the operational process and optimize the client journey. Assisting in defining procedures, processes, standards, and best practices to ensure efficiency and continuous improvement of the service. Responsible for producing key MI reporting both internally and externally to track, monitor, and provide key metrics to internal and external stakeholders. Skills and Experience Client Onboarding, Sales Support, Trade Support, Pre-Trade Management, Account Opening, eTrading, Connectivity, Client Services in a Front Office Investment Banking/Asset Management and regulatory environment. Good understanding of the Client and Trade Life Cycle. Strong Stakeholder management, excellent written and verbal communication, time management, problem-solving skills, and ability to multi-task. Knowledge of trading instruments including FX, Futures, OTC Derivatives, and Collateral. Experience of dealing with Broker and Custodian setups. Strong understanding of risk management and attention to detail. Investment Banking, Global Markets, Asset Management experience. Ability to solve complex problems. Project Management experience. Strong Excel and PPT skills. Visio/Smartsheet beneficial. KYC and regulatory due diligence experience beneficial. Good knowledge of Funds. Strong data management and analytical skills. Knowledge of Aladdin beneficial. BA/BSc Graduate degree (2:1). How We Work: Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire. This is a fixed-term contract/permanent, full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. For this role, a valid working permit for the UK is mandatory. Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office aligns to what our clients' policies and expectations are, which vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita requires. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands. Who We Are: Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology-based mutualized services for financial institutions for non-differentiating services. Our 3 offerings are: Managed Services Consulting Technology To know more about Delta Capita and our culture click here: Working at DC - Delta Capita .
Wallace Hind Selection LTD
Project Manager - Retail Design
Wallace Hind Selection LTD Coventry, Warwickshire
Are you a cool-headed experienced Project Manager, who is looking for an opportunity to work on a diverse range of projects across retail brands (high end fashion, outdoor wear, technology and automotive) as well as to grow and develop your career? BASIC SALARY : £55,000 - £60,000 BENEFITS : Hybrid Working Pension Health Care 28 Days Holidays (inc Bank Holidays) + Christmas Shut Down LOCATION : Leicester COMMUTABLE LOCATIONS : Northampton, Nottingham, Coventry, Peterborough, Milton Keynes, Derby, Birmingham JOB DESCRIPTION: Project Manager - Retail Design, Retail Fit-Out The role has been created due to current company growth and we are now looking to recruit an additional Project Manager with experience of retail fit-outs. As a Project Manager for us, you will be a coordinator of fit-out and deployment services for our clients. You must be highly organised, have excellent communication skills, be a planner, presenter, and team player working closely with our professional partners including architects, technical engineers and general contractors. Your prime objective as our Project Manager is to understand, communicate and manage all client expectations to achieve a superior outcome for all. You will brief, coordinate and monitor output of all team members to ensure that each project, whatever scale or level of complexity, gets planned properly, that on site activities are executed accurately and safely and that all key project stakeholders continue to view us as a critical tactical partner for future retail growth. KEY RESPONSIBILITIES : Project Manager - Retail Design, Retail Fit-Out A more detailed brief will be made available to those who are shortlisted but in short, you will: Develop and preserve excellent relationships with client contacts, marketing teams and distributors. Inform clients and internal teams about project details, planning, timing and financial status. Provide input, assign roles and tasks to external parties, collect output, present to clients and team members from conception to completion. Dashboards, schedules, meeting minutes, site audits. Ensuring each project is delivered to CDM regulations and necessary requirements in market. Managing the full life cycle of the project; from conception to close out and final accounts. Track and communicate the project spend. Variation control and approval. Overseeing the on site teams including contractors and fitters at appropriate stages of the project. Motivate all team members who are a part of the project to exceed client expectations. PERSON SPECIFICATION : Project Manager - Retail Design, Retail Fit-Out If you have any Principle Design experience within a Project Manager role, or possible within an architectural function be of particular interest. In addition to this, we would be delighted to receive applications from individuals who meet the following brief: Proven track record and experience in project management specific to the delivery of retail fit-outs preferably with high end brands. Experience with complex projects requiring structural alterations, permissions and approvals. Comprehensive understanding of an end-to-end project management process, as well as fit-out and construction methods in the retail interior environment. Experience with seeing projects through from conception to completion as the lead project manager, preferably in a Project Management agency or a General Construction company, or as a client representative. Ability to learn local market nuances, requirements and needs to deliver projects successfully as part of the delivery team. Have an acute attention to detail with the confidence to insist on delivering top level customer service. Provide practical solutions to drive the project forward, adding value and exceeding the clients' expectations. Knowledge of Omniplan, MS Project as well as experience of AutoCad and BIM collab THE COMPANY: We are an independent company offering, both in-house and through some trusted supply side partnerships services that includes space planning & 3D rendering, technical architecture, MEP design, structural design, construction project management, cost management, process management and FFE procurement. PROSPECTS: Succession planning is an integral part of our recruitment process, so it is imperative we employ individuals who have the desire and capability to take on greater responsibilities into the future. We offer the genuine potential for career development within the company. Where possible, we have an active policy of promotion from within and firmly believe in the development of all personnel. It is highly likely you will have worked in any of the following roles or markets: Project & Account Manager, Project Manager, Project Management, Retail Project, Retail Construction Project Manager. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: IP18110, Wallace Hind Selection
May 10, 2025
Full time
Are you a cool-headed experienced Project Manager, who is looking for an opportunity to work on a diverse range of projects across retail brands (high end fashion, outdoor wear, technology and automotive) as well as to grow and develop your career? BASIC SALARY : £55,000 - £60,000 BENEFITS : Hybrid Working Pension Health Care 28 Days Holidays (inc Bank Holidays) + Christmas Shut Down LOCATION : Leicester COMMUTABLE LOCATIONS : Northampton, Nottingham, Coventry, Peterborough, Milton Keynes, Derby, Birmingham JOB DESCRIPTION: Project Manager - Retail Design, Retail Fit-Out The role has been created due to current company growth and we are now looking to recruit an additional Project Manager with experience of retail fit-outs. As a Project Manager for us, you will be a coordinator of fit-out and deployment services for our clients. You must be highly organised, have excellent communication skills, be a planner, presenter, and team player working closely with our professional partners including architects, technical engineers and general contractors. Your prime objective as our Project Manager is to understand, communicate and manage all client expectations to achieve a superior outcome for all. You will brief, coordinate and monitor output of all team members to ensure that each project, whatever scale or level of complexity, gets planned properly, that on site activities are executed accurately and safely and that all key project stakeholders continue to view us as a critical tactical partner for future retail growth. KEY RESPONSIBILITIES : Project Manager - Retail Design, Retail Fit-Out A more detailed brief will be made available to those who are shortlisted but in short, you will: Develop and preserve excellent relationships with client contacts, marketing teams and distributors. Inform clients and internal teams about project details, planning, timing and financial status. Provide input, assign roles and tasks to external parties, collect output, present to clients and team members from conception to completion. Dashboards, schedules, meeting minutes, site audits. Ensuring each project is delivered to CDM regulations and necessary requirements in market. Managing the full life cycle of the project; from conception to close out and final accounts. Track and communicate the project spend. Variation control and approval. Overseeing the on site teams including contractors and fitters at appropriate stages of the project. Motivate all team members who are a part of the project to exceed client expectations. PERSON SPECIFICATION : Project Manager - Retail Design, Retail Fit-Out If you have any Principle Design experience within a Project Manager role, or possible within an architectural function be of particular interest. In addition to this, we would be delighted to receive applications from individuals who meet the following brief: Proven track record and experience in project management specific to the delivery of retail fit-outs preferably with high end brands. Experience with complex projects requiring structural alterations, permissions and approvals. Comprehensive understanding of an end-to-end project management process, as well as fit-out and construction methods in the retail interior environment. Experience with seeing projects through from conception to completion as the lead project manager, preferably in a Project Management agency or a General Construction company, or as a client representative. Ability to learn local market nuances, requirements and needs to deliver projects successfully as part of the delivery team. Have an acute attention to detail with the confidence to insist on delivering top level customer service. Provide practical solutions to drive the project forward, adding value and exceeding the clients' expectations. Knowledge of Omniplan, MS Project as well as experience of AutoCad and BIM collab THE COMPANY: We are an independent company offering, both in-house and through some trusted supply side partnerships services that includes space planning & 3D rendering, technical architecture, MEP design, structural design, construction project management, cost management, process management and FFE procurement. PROSPECTS: Succession planning is an integral part of our recruitment process, so it is imperative we employ individuals who have the desire and capability to take on greater responsibilities into the future. We offer the genuine potential for career development within the company. Where possible, we have an active policy of promotion from within and firmly believe in the development of all personnel. It is highly likely you will have worked in any of the following roles or markets: Project & Account Manager, Project Manager, Project Management, Retail Project, Retail Construction Project Manager. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: IP18110, Wallace Hind Selection
Regulatory Reporting Accountant
Moneycorp Bank Limited
Description Who We Are Moneycorp is a thriving dynamic business with an excellent reputation helping Corporate and Private Clients with their FX and International Payments requirements for over 40 years. As a globally expanding business, our footprint covers UK & Ireland, Europe, USA, Canada, Hong Kong, UAE, and Brazil! With our extremely rare single IBAN multi-currency account, we are able to assist with a variety of different payment needs, including business payment solutions, personal payments abroad (for example buying a property), travel money, as well as the ability to offer interest on deposits. Supplementing this, we also support the global supply chain of wholesale banknotes through our Financial Institutions Group (FIG) and partnership with the US Federal Reserve Bank, to build deeper payment relationships with international banking customers. It is through obtaining our own banking and payment licenses, the acquisition of two banking platforms and access to 16+ liquidity providers that we are able to proposition a trailblazing FinTech payment infrastructure that simplifies our customer's diverse business needs and reduce their costs. There is no doubt that we are a major player and differentiated ourselves in a continuously evolving and competitive industry. With 500+ employees, Moneycorp prides itself in attracting some of the world's top talent and the people who work at Moneycorp are truly behind its continued success. As Moneycorp continues to expand into new territories, there are considerable opportunities for growth for newcomers and the learning possibilities are endless. We welcome you to be part of a team which has a passion for the business, all within a collaborative and supportive working environment that has ultimately translated to a unique exciting business. Your Next Challenge The Group Moneycorp Core Finance team is looking for support with data analysis and reporting within a controlled environment, to strengthen the reporting function's capabilities. To enable these, the Regulatory Reporting Analyst role has been identified. This role reports to the Head of Regulatory Reporting and provides support in: Engaging a variety of stakeholders across the business including Front Office, Compliance, Finance, Operations and IT Regulatory reporting oversight for legal entities in scope for a rapidly growing International Group, covering Payment Service, Investment firms and Banking Services Providing quality, accurate and timely information to management which encompasses the development, controls and understanding of regulatory reporting framework. Supporting project work affecting the business including business development, regulatory change and finance transformation The job holder will primarily support the daily regulatory reporting requirements across the Payments, Investment Firm and Banking Services divisions, but will also become involved in project work. Such projects will look to automate current procedures, improve the control environment, and will work with senior people across the Group. KEY ACCOUNTABILITIES Regulatory Reporting - Daily Monitoring Operation of the daily Safeguarding and CASS processes Ongoing refinement of Safeguarding and CASS processes to account for business and regulatory changes Liaise with regulatory, legal, operations and treasury representatives as required. Produce and implement regulatory procedures and processes for capturing an audit trail of review to show adherence to regulatory rules. Regulatory Reporting - External Reporting Ensure all regulatory reporting is delivered on time and the requirements of the reporting are fully understood and documented. Help develop controls and processes around external regulatory reporting Investigate and help implement efficiencies around external reporting. UK External reporting includes however is not limited to: Safeguarding audit requirements CASS audit requirements Quarterly and Annual returns relevant to UK entities with licenses for Payment Institutions, E Money or MIFID requirements Assisting with the adherence to the reporting requirements of the Gibraltar Financial Services Commission (GFSC) Ensure adherence to the regulatory reporting calendar and ensure that external reports are produced and submitted within expected deadlines to Compliance. Assist in the production of regular reporting on regulatory matters and ad hoc updates for senior management. Assisting in the production, analysis and submission of multiple different types of regulatory returns required by the Financial Conduct Authority (FCA) Client Asset Oversight Cover Assist Finance's Head of Regulatory Reporting in ensuring all the requirement as set out in the FCA's CASS Handbook are applied. Assist in reviewing and updated the CASS and other client asset documents in line with any business changes or regulatory changes published by the FCA. Assist in ensuring that the daily calculations and reconciliations are completed in line with the Client Asset Requirements. Act as cover for the Finance's Head of Regulatory Reporting in periods of their absence. Statutory Reporting Assisting with the audit of group companies Production of relevant policies and procedures disclosures Team Player Be open and share knowledge within both the accounting function and wider business Maintain a friendly and open team attitude to encourage all other employees to approach the Finance team with queries or concerns to ensure the continual improvement of the business Be pro-active and help develop plans and priorities for team Project Work and Analysis Assist in providing insights about the impact of proposed projects on regulatory and financial performance. Identification and explanation of trends with particular focus on underlying drivers of regulatory change on the business Assisting in the automation of regulatory processes and reconciliations Assistance in group wide project work PERSON SPECIFICATION Knowledge and Experience: Qualified accountant with 3+ years PQE Advanced Excel Strong systems, controls and data management skills A background of working in Product Control or Regulatory Reporting within a Financial Services/Foreign exchange/Investment Bank/Fintech environment (Investment firm and/or E-Money experience a distinct advantage) Knowledgeable of the regulatory landscape for an investment firm, payment institutions or E- Money business an advantage Good knowledge of banking and regulatory bodies desirable Keeping up to date with the regulatory developments Skills and Competencies: Good interpersonal and communication skills both written and verbal, Good analytical abilities, with an enquiring mind Ability to work in a fast-paced environment Robust, capable of clearly and strongly articulating position Education: Qualified Accountant Personal Attributes: Hard working, conscientious and trustworthy Flexible and adaptable approach Willing to learn and keen to develop role Team player Professionalism Always understands the need for integrity and confidentiality position demand and Delivering Results Ability to work under pressure and meet set deadlines Striving for excellence and always wanting to learn Making a personal difference Always demonstrates a positive attitude Embraces change and constantly searches for improvements Prepared to go the extra mile where necessary Responds positively to feedback even where development areas are identified The successful candidate will be part of a dynamic team and work in a fast-paced environment, catering to a diverse mix of stakeholders with varying needs. Therefore, the ideal candidate should be a self-starter, as there is an opportunity to make an immediate and tangible contribution to the business. Please note: This is a full-time, permanent position with an opportunity to work hybrid within the Finance team based in our London office. What you get in return: This role offers a competitive salary, plus a benefits package including private medical health insurance. Interested? If the role sounds like you, we invite you to upload a copy of your CV and can do this by clicking on theApply Nowbutton. Diversity and Inclusion Moneycorp is proud to be an Equal Opportunity employer. Across our Group, Moneycorp maintains a philosophy that an inclusive company culture inspires creativity, fosters a sense of belonging, and is imperative to both personal and professional growth. Our commitment to inclusion and opportunity continues to evolve and improve as we listen and engage with our diverse teams.
May 10, 2025
Full time
Description Who We Are Moneycorp is a thriving dynamic business with an excellent reputation helping Corporate and Private Clients with their FX and International Payments requirements for over 40 years. As a globally expanding business, our footprint covers UK & Ireland, Europe, USA, Canada, Hong Kong, UAE, and Brazil! With our extremely rare single IBAN multi-currency account, we are able to assist with a variety of different payment needs, including business payment solutions, personal payments abroad (for example buying a property), travel money, as well as the ability to offer interest on deposits. Supplementing this, we also support the global supply chain of wholesale banknotes through our Financial Institutions Group (FIG) and partnership with the US Federal Reserve Bank, to build deeper payment relationships with international banking customers. It is through obtaining our own banking and payment licenses, the acquisition of two banking platforms and access to 16+ liquidity providers that we are able to proposition a trailblazing FinTech payment infrastructure that simplifies our customer's diverse business needs and reduce their costs. There is no doubt that we are a major player and differentiated ourselves in a continuously evolving and competitive industry. With 500+ employees, Moneycorp prides itself in attracting some of the world's top talent and the people who work at Moneycorp are truly behind its continued success. As Moneycorp continues to expand into new territories, there are considerable opportunities for growth for newcomers and the learning possibilities are endless. We welcome you to be part of a team which has a passion for the business, all within a collaborative and supportive working environment that has ultimately translated to a unique exciting business. Your Next Challenge The Group Moneycorp Core Finance team is looking for support with data analysis and reporting within a controlled environment, to strengthen the reporting function's capabilities. To enable these, the Regulatory Reporting Analyst role has been identified. This role reports to the Head of Regulatory Reporting and provides support in: Engaging a variety of stakeholders across the business including Front Office, Compliance, Finance, Operations and IT Regulatory reporting oversight for legal entities in scope for a rapidly growing International Group, covering Payment Service, Investment firms and Banking Services Providing quality, accurate and timely information to management which encompasses the development, controls and understanding of regulatory reporting framework. Supporting project work affecting the business including business development, regulatory change and finance transformation The job holder will primarily support the daily regulatory reporting requirements across the Payments, Investment Firm and Banking Services divisions, but will also become involved in project work. Such projects will look to automate current procedures, improve the control environment, and will work with senior people across the Group. KEY ACCOUNTABILITIES Regulatory Reporting - Daily Monitoring Operation of the daily Safeguarding and CASS processes Ongoing refinement of Safeguarding and CASS processes to account for business and regulatory changes Liaise with regulatory, legal, operations and treasury representatives as required. Produce and implement regulatory procedures and processes for capturing an audit trail of review to show adherence to regulatory rules. Regulatory Reporting - External Reporting Ensure all regulatory reporting is delivered on time and the requirements of the reporting are fully understood and documented. Help develop controls and processes around external regulatory reporting Investigate and help implement efficiencies around external reporting. UK External reporting includes however is not limited to: Safeguarding audit requirements CASS audit requirements Quarterly and Annual returns relevant to UK entities with licenses for Payment Institutions, E Money or MIFID requirements Assisting with the adherence to the reporting requirements of the Gibraltar Financial Services Commission (GFSC) Ensure adherence to the regulatory reporting calendar and ensure that external reports are produced and submitted within expected deadlines to Compliance. Assist in the production of regular reporting on regulatory matters and ad hoc updates for senior management. Assisting in the production, analysis and submission of multiple different types of regulatory returns required by the Financial Conduct Authority (FCA) Client Asset Oversight Cover Assist Finance's Head of Regulatory Reporting in ensuring all the requirement as set out in the FCA's CASS Handbook are applied. Assist in reviewing and updated the CASS and other client asset documents in line with any business changes or regulatory changes published by the FCA. Assist in ensuring that the daily calculations and reconciliations are completed in line with the Client Asset Requirements. Act as cover for the Finance's Head of Regulatory Reporting in periods of their absence. Statutory Reporting Assisting with the audit of group companies Production of relevant policies and procedures disclosures Team Player Be open and share knowledge within both the accounting function and wider business Maintain a friendly and open team attitude to encourage all other employees to approach the Finance team with queries or concerns to ensure the continual improvement of the business Be pro-active and help develop plans and priorities for team Project Work and Analysis Assist in providing insights about the impact of proposed projects on regulatory and financial performance. Identification and explanation of trends with particular focus on underlying drivers of regulatory change on the business Assisting in the automation of regulatory processes and reconciliations Assistance in group wide project work PERSON SPECIFICATION Knowledge and Experience: Qualified accountant with 3+ years PQE Advanced Excel Strong systems, controls and data management skills A background of working in Product Control or Regulatory Reporting within a Financial Services/Foreign exchange/Investment Bank/Fintech environment (Investment firm and/or E-Money experience a distinct advantage) Knowledgeable of the regulatory landscape for an investment firm, payment institutions or E- Money business an advantage Good knowledge of banking and regulatory bodies desirable Keeping up to date with the regulatory developments Skills and Competencies: Good interpersonal and communication skills both written and verbal, Good analytical abilities, with an enquiring mind Ability to work in a fast-paced environment Robust, capable of clearly and strongly articulating position Education: Qualified Accountant Personal Attributes: Hard working, conscientious and trustworthy Flexible and adaptable approach Willing to learn and keen to develop role Team player Professionalism Always understands the need for integrity and confidentiality position demand and Delivering Results Ability to work under pressure and meet set deadlines Striving for excellence and always wanting to learn Making a personal difference Always demonstrates a positive attitude Embraces change and constantly searches for improvements Prepared to go the extra mile where necessary Responds positively to feedback even where development areas are identified The successful candidate will be part of a dynamic team and work in a fast-paced environment, catering to a diverse mix of stakeholders with varying needs. Therefore, the ideal candidate should be a self-starter, as there is an opportunity to make an immediate and tangible contribution to the business. Please note: This is a full-time, permanent position with an opportunity to work hybrid within the Finance team based in our London office. What you get in return: This role offers a competitive salary, plus a benefits package including private medical health insurance. Interested? If the role sounds like you, we invite you to upload a copy of your CV and can do this by clicking on theApply Nowbutton. Diversity and Inclusion Moneycorp is proud to be an Equal Opportunity employer. Across our Group, Moneycorp maintains a philosophy that an inclusive company culture inspires creativity, fosters a sense of belonging, and is imperative to both personal and professional growth. Our commitment to inclusion and opportunity continues to evolve and improve as we listen and engage with our diverse teams.

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