Transaction and Account Management Analyst Our Transaction and Account Management team in Macquarie Commodities and Global Markets is responsible for loan administration and the ongoing operational management of business transactions from conception to maturity. This involves coordinating client onboarding, settlements and funding, booking all positions in our loans management system, Loan IQ, and implementing processes and platform solutions for ongoing portfolio management. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? As a part of the Specialised and Asset Finance Shipping Finance business line, you will support senior secured financing to shipowners and lessors globally. You will work closely with team members in London, Dublin, Zurich, and New York, providing innovative and tailored solutions to owners in the commodity shipping segments, including tankers, dry bulk, gas, and container shipping, as well as offshore industry service vessels. This involves the coordination of client onboarding, settlements and funding, booking of all positions in our loans management system - Loan IQ - and the implementation of processes and platform solutions for ongoing portfolio management. What you offer 2+ years' of experience in an operations role, reviewing loan and supporting documentation for booking purposes Prior experience with Loan IQ and payment settlement mechanics Excellent proficiency in MS Office, particularly Excel High accuracy, strong numeracy, and excellent attention to detail Ability to work under pressure, meet tight deadlines, and collaborate as part of a dynamic and global team. We love hearing from anyone inspired to build a better future with us. If you're excited about the role or working at Macquarie, we encourage you to apply. About Commodities and Global Markets Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance. Benefits Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: Hybrid and flexible working arrangements One wellbeing leave day per year and minimum 25 days of annual leave Primary carers are eligible for minimum 20 weeks paid leave and minimum 6 weeks for secondary carer Paid volunteer leave and donation matching Range of benefits to support your physical, psychological and financial wellbeing Employee Assistance Program, a robust behavioral health network with counseling and coaching services Recognition and service awards Our commitment to diversity, equity and inclusion We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.
Apr 30, 2025
Full time
Transaction and Account Management Analyst Our Transaction and Account Management team in Macquarie Commodities and Global Markets is responsible for loan administration and the ongoing operational management of business transactions from conception to maturity. This involves coordinating client onboarding, settlements and funding, booking all positions in our loans management system, Loan IQ, and implementing processes and platform solutions for ongoing portfolio management. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? As a part of the Specialised and Asset Finance Shipping Finance business line, you will support senior secured financing to shipowners and lessors globally. You will work closely with team members in London, Dublin, Zurich, and New York, providing innovative and tailored solutions to owners in the commodity shipping segments, including tankers, dry bulk, gas, and container shipping, as well as offshore industry service vessels. This involves the coordination of client onboarding, settlements and funding, booking of all positions in our loans management system - Loan IQ - and the implementation of processes and platform solutions for ongoing portfolio management. What you offer 2+ years' of experience in an operations role, reviewing loan and supporting documentation for booking purposes Prior experience with Loan IQ and payment settlement mechanics Excellent proficiency in MS Office, particularly Excel High accuracy, strong numeracy, and excellent attention to detail Ability to work under pressure, meet tight deadlines, and collaborate as part of a dynamic and global team. We love hearing from anyone inspired to build a better future with us. If you're excited about the role or working at Macquarie, we encourage you to apply. About Commodities and Global Markets Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance. Benefits Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: Hybrid and flexible working arrangements One wellbeing leave day per year and minimum 25 days of annual leave Primary carers are eligible for minimum 20 weeks paid leave and minimum 6 weeks for secondary carer Paid volunteer leave and donation matching Range of benefits to support your physical, psychological and financial wellbeing Employee Assistance Program, a robust behavioral health network with counseling and coaching services Recognition and service awards Our commitment to diversity, equity and inclusion We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working with every department at BDO, our Finance team helps us meet relevant legal requirements that ensure our firm operates effectively in a tightly-regulated field. They implement strategies that help us innovate - like combining new technology with traditional financial processes to make us even more digital. As part of this friendly team, you'll enjoy flexible hours and have opportunities to take responsibility for the delivery of quality work. With your colleagues behind you, you'll embrace change, new ideas and have an impact on the future of our firm. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. We are currently undertaking a major technology and business transformation programme including the implementation of Workday for HR, Finance, PSA and Payroll. This will replace the current PeopleSoft solution and several satellite applications. Alongside the programme, we are building a new support model and team to manage the ongoing support and change activity beyond the programme. The new support structure will also cover other BDO systems being implemented such as Microsoft Dynamics and a new risk on boarding system called Intapp. These application are part of a wider technology and business change initiative called Switch. You will be required to work as part of the Finance Product Team on the day to day management and support of Workday and related systems. Reporting to the Workday Finance Systems Team Leader, you will also manage change activities relating to the ongoing maintenance and improvements to the system. You'll also: Provide day to day 2nd and 3rd line support and administration of the Workday environment and other systems in use in Finance Support and provide knowledge to 1st line support teams - provide continual upskilling of team to enable more 1st call resolution and accurate triage of issues Assist with the transition of support processes from programme team and contract staff, through system stabilisation to steady-state BAU running Test, validate and implement Business Process changes in Workday (following review and change process) Run ad hoc reports / analyse data to support business queries Report, track, manage and escalate issues to other support team members, Workday, Prism or Adaptive as appropriate Work in order to meet expected business performance goals by providing full range of customer service Support all Finance system integrations as a Functional perspective Serve as a strong consultative partner to Finance and HR teams in service delivery Work in close collaboration with the HR Product Support Team and IT Application Support Team - particularly on the resolution of cross functional or integration issues Ensure all changes to data and configuration within the systems are accurate, have all appropriate approvals, are made in a timely manner and ensure audit control Support and manage regular Workday feature upgrades and patching processes Educate Finance team, employees, and colleagues on systems in order to improve usability and use of the Finance systems You'll be someone with: Demonstrable understanding of Finance operations, accounting concepts and experience in Finance business processes Practical Workday Financials experience in a similar technical support role Exposure to Workday report writing and data structures Exposure to Workday data management processes such as EIB uploads Strong verbal and written communication skills to interact with Finance and IT clients and strong attention to detail Previous experience of working in similar support and administration role with Workday or similar Ideally have completed Workday Financials Fundamentals Training Experience of using ServiceNow or similar service management software Knowledge and experience of cross functional working on both Finance and HR processes an advantage You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Apr 30, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working with every department at BDO, our Finance team helps us meet relevant legal requirements that ensure our firm operates effectively in a tightly-regulated field. They implement strategies that help us innovate - like combining new technology with traditional financial processes to make us even more digital. As part of this friendly team, you'll enjoy flexible hours and have opportunities to take responsibility for the delivery of quality work. With your colleagues behind you, you'll embrace change, new ideas and have an impact on the future of our firm. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. We are currently undertaking a major technology and business transformation programme including the implementation of Workday for HR, Finance, PSA and Payroll. This will replace the current PeopleSoft solution and several satellite applications. Alongside the programme, we are building a new support model and team to manage the ongoing support and change activity beyond the programme. The new support structure will also cover other BDO systems being implemented such as Microsoft Dynamics and a new risk on boarding system called Intapp. These application are part of a wider technology and business change initiative called Switch. You will be required to work as part of the Finance Product Team on the day to day management and support of Workday and related systems. Reporting to the Workday Finance Systems Team Leader, you will also manage change activities relating to the ongoing maintenance and improvements to the system. You'll also: Provide day to day 2nd and 3rd line support and administration of the Workday environment and other systems in use in Finance Support and provide knowledge to 1st line support teams - provide continual upskilling of team to enable more 1st call resolution and accurate triage of issues Assist with the transition of support processes from programme team and contract staff, through system stabilisation to steady-state BAU running Test, validate and implement Business Process changes in Workday (following review and change process) Run ad hoc reports / analyse data to support business queries Report, track, manage and escalate issues to other support team members, Workday, Prism or Adaptive as appropriate Work in order to meet expected business performance goals by providing full range of customer service Support all Finance system integrations as a Functional perspective Serve as a strong consultative partner to Finance and HR teams in service delivery Work in close collaboration with the HR Product Support Team and IT Application Support Team - particularly on the resolution of cross functional or integration issues Ensure all changes to data and configuration within the systems are accurate, have all appropriate approvals, are made in a timely manner and ensure audit control Support and manage regular Workday feature upgrades and patching processes Educate Finance team, employees, and colleagues on systems in order to improve usability and use of the Finance systems You'll be someone with: Demonstrable understanding of Finance operations, accounting concepts and experience in Finance business processes Practical Workday Financials experience in a similar technical support role Exposure to Workday report writing and data structures Exposure to Workday data management processes such as EIB uploads Strong verbal and written communication skills to interact with Finance and IT clients and strong attention to detail Previous experience of working in similar support and administration role with Workday or similar Ideally have completed Workday Financials Fundamentals Training Experience of using ServiceNow or similar service management software Knowledge and experience of cross functional working on both Finance and HR processes an advantage You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Closing Date - 23:00 on Wednesday 14th May 2025 £36,408, plus a recruitment bonus of £2,000, dependent on skills assessed during the interview. Additionally, there is an opportunity to obtain a skills bonus of £4,513, based on a skills review during your first year in the role. Flexible Working: This role is primarily office-based, with most work undertaken in the office and some time outside. We offer flexible hours, including compressed and part-time shifts. While working from home isn't guaranteed, it may be possible occasionally, depending on needs. Once fully trained, you may also join an on-call rota. About Us GCHQ is an intelligence, cyber, and security agency dedicated to keeping the UK safe. We use advanced technology, ingenuity, and partnerships to identify, analyse, and disrupt threats. Working with MI5 and MI6, we protect against terrorism, cyber-attacks, and espionage. At GCHQ, you'll do varied and fascinating work in a supportive, inclusive environment emphasizing teamwork. The Role As an Infrastructure Engineer, you'll join a friendly, skilled team focused on creating solutions to optimise systems supporting our mission. You'll be assigned a specialism-either at recruitment or after an assessment-including: Tailored Acquisitions Web Technology SMEs You'll influence and impact your projects, developing infrastructure solutions or innovative operational approaches, while honing your technical skills. Your responsibilities include troubleshooting infrastructure issues, supporting operational tasks, and engaging with a range of customers and analysts to develop customer-driven infrastructure. About You If you're passionate about IT and technology, thrive in vibrant environments, and love learning, this opportunity is for you! You only need a GCSE grade 4/C or equivalent Level 2 qualification in Maths. No other specific qualifications are required. Experience in STEM, working in small companies, or a passion for IT is beneficial. Enthusiastic, motivated, and eager to learn, you'll succeed in this role. You are organized, adaptable, and capable of prioritizing tasks under pressure. You analyze problems and communicate solutions clearly. Regardless of your career stage, a passion for learning, collaboration, and innovation will help you thrive here. Training and Development New starters will be assigned a buddy and mentor. You'll undergo formal and on-the-job training, taking ownership of tasks early on. You'll rotate through three areas of our large team, spending six months in each, to gain comprehensive experience. After 18 months, you'll be placed in the team matching your skills. Note: this rotation program is specific to our Samlesbury location; Manchester has a tailored program. Depending on your specialism, you can develop skills in: Technical risk management Operational security Domain services (Windows/Linux) Operating system administration and security Web technologies (Tor/VPNs/Proxies/CDNs/Cloud) Scripting languages (Python/PowerShell/Bash) Virtualisation (vSphere, Hyper-V) Networking (Cisco, Juniper, NSX) Automation tools (Terraform, Ansible, Docker) Monitoring and analysis (ELK, Splunk) Storage solutions (3PAR & Primera) We support your growth through exposure, technology use, and applications for specialist skill payments. External training and funded qualifications are encouraged to enhance your knowledge. Rewards and Benefits You'll start on £36,408, with potential skills payments and benefits including: 25 days' annual leave, rising to 30 after 5 years, plus 10.5 days of public holidays Recognition through our performance scheme Interest-free season ticket loan Excellent pension scheme Cycle to work scheme Facilities like gym, restaurant, and coffee bars (at some locations) Paid parental and adoption leave GCHQ values diversity and inclusion, reflecting society in our workforce. We encourage applications from underrepresented groups, including women, ethnic minorities, disabled, neurodivergent, and socio-economically disadvantaged individuals. We are a Disability Confident employer, offering fair interview opportunities for disabled applicants who meet the role's essential criteria. Our recruitment process is merit-based and transparent: Application Sift: Review motivation, skills, and essential criteria. Interview: Includes a skills assessment, with potential skills payment. Successful candidates receive a conditional offer. The process can take 6-9 months, including vetting. Continue current employment until final offer. We have a strict drugs policy and require declaration of previous drug use. Prepare a separate email for application contacts, avoiding identifiable info, for security. The role is based in Samlesbury or Manchester; applicants should live within commuting distance. No relocation costs are provided. Please only apply from within the UK. Overseas applications should wait until visiting the UK. Discussing your application outside close contacts is discouraged. Right to Withdraw: We may close the application early if enough applications are received. Submit early to avoid missing out. Our technologists and engineers use advanced systems to support operations and respond to world events. If you're curious about tech, you'll fit in well.
Apr 29, 2025
Full time
Closing Date - 23:00 on Wednesday 14th May 2025 £36,408, plus a recruitment bonus of £2,000, dependent on skills assessed during the interview. Additionally, there is an opportunity to obtain a skills bonus of £4,513, based on a skills review during your first year in the role. Flexible Working: This role is primarily office-based, with most work undertaken in the office and some time outside. We offer flexible hours, including compressed and part-time shifts. While working from home isn't guaranteed, it may be possible occasionally, depending on needs. Once fully trained, you may also join an on-call rota. About Us GCHQ is an intelligence, cyber, and security agency dedicated to keeping the UK safe. We use advanced technology, ingenuity, and partnerships to identify, analyse, and disrupt threats. Working with MI5 and MI6, we protect against terrorism, cyber-attacks, and espionage. At GCHQ, you'll do varied and fascinating work in a supportive, inclusive environment emphasizing teamwork. The Role As an Infrastructure Engineer, you'll join a friendly, skilled team focused on creating solutions to optimise systems supporting our mission. You'll be assigned a specialism-either at recruitment or after an assessment-including: Tailored Acquisitions Web Technology SMEs You'll influence and impact your projects, developing infrastructure solutions or innovative operational approaches, while honing your technical skills. Your responsibilities include troubleshooting infrastructure issues, supporting operational tasks, and engaging with a range of customers and analysts to develop customer-driven infrastructure. About You If you're passionate about IT and technology, thrive in vibrant environments, and love learning, this opportunity is for you! You only need a GCSE grade 4/C or equivalent Level 2 qualification in Maths. No other specific qualifications are required. Experience in STEM, working in small companies, or a passion for IT is beneficial. Enthusiastic, motivated, and eager to learn, you'll succeed in this role. You are organized, adaptable, and capable of prioritizing tasks under pressure. You analyze problems and communicate solutions clearly. Regardless of your career stage, a passion for learning, collaboration, and innovation will help you thrive here. Training and Development New starters will be assigned a buddy and mentor. You'll undergo formal and on-the-job training, taking ownership of tasks early on. You'll rotate through three areas of our large team, spending six months in each, to gain comprehensive experience. After 18 months, you'll be placed in the team matching your skills. Note: this rotation program is specific to our Samlesbury location; Manchester has a tailored program. Depending on your specialism, you can develop skills in: Technical risk management Operational security Domain services (Windows/Linux) Operating system administration and security Web technologies (Tor/VPNs/Proxies/CDNs/Cloud) Scripting languages (Python/PowerShell/Bash) Virtualisation (vSphere, Hyper-V) Networking (Cisco, Juniper, NSX) Automation tools (Terraform, Ansible, Docker) Monitoring and analysis (ELK, Splunk) Storage solutions (3PAR & Primera) We support your growth through exposure, technology use, and applications for specialist skill payments. External training and funded qualifications are encouraged to enhance your knowledge. Rewards and Benefits You'll start on £36,408, with potential skills payments and benefits including: 25 days' annual leave, rising to 30 after 5 years, plus 10.5 days of public holidays Recognition through our performance scheme Interest-free season ticket loan Excellent pension scheme Cycle to work scheme Facilities like gym, restaurant, and coffee bars (at some locations) Paid parental and adoption leave GCHQ values diversity and inclusion, reflecting society in our workforce. We encourage applications from underrepresented groups, including women, ethnic minorities, disabled, neurodivergent, and socio-economically disadvantaged individuals. We are a Disability Confident employer, offering fair interview opportunities for disabled applicants who meet the role's essential criteria. Our recruitment process is merit-based and transparent: Application Sift: Review motivation, skills, and essential criteria. Interview: Includes a skills assessment, with potential skills payment. Successful candidates receive a conditional offer. The process can take 6-9 months, including vetting. Continue current employment until final offer. We have a strict drugs policy and require declaration of previous drug use. Prepare a separate email for application contacts, avoiding identifiable info, for security. The role is based in Samlesbury or Manchester; applicants should live within commuting distance. No relocation costs are provided. Please only apply from within the UK. Overseas applications should wait until visiting the UK. Discussing your application outside close contacts is discouraged. Right to Withdraw: We may close the application early if enough applications are received. Submit early to avoid missing out. Our technologists and engineers use advanced systems to support operations and respond to world events. If you're curious about tech, you'll fit in well.
London, GB - Hybrid (Remote and In Person) Marex is a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a leading franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. Marex was established in 2005 but through its subsidiaries can trace its roots in the commodity markets back almost 100 years. Headquartered in London with 36 offices worldwide, the Group has over 1,800 employees across Europe, Asia and America. Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics. The Technology Department delivers differentiation, scalability and security for the business. Reporting to the COO, Technology provides digital tools, software services and infrastructure globally to all business groups. Software development and support teams work in agile 'streams' aligned to specific business areas. Our other teams work enterprise-wide to provide critical services including our global service desk, network and system infrastructure, IT operations, security, enterprise architecture and design. The IT Group runs our enterprise-wide services to end users and actively manages the firm's infrastructure and data. Within IT, Marex Technology has established a Data team that enables the firm to leverage data assets to increase productivity and improve business decisions, as well as maintain data compliance. The Data Team encompasses Database Administration, Data Engineering, Data Analysis, Data Architecture, Data Intelligence and AI expertise. In recent years, they have developed a Data Lakehouse architecture, that is relied upon by different departments across the firm. Marex now seeks to strengthen its capabilities further and elevate the role of data in the operating models of Marex's businesses, directed by a strategy that aims to: Decentralise access for discovering and consuming data. Empower the data-savvy, entrepreneurial business leaders and citizen developers with the tools to interrogate data sets to explore and unlock opportunities for new or data-driven products and services. Provide a market-beating digital experience for clients by providing greater insight into their own data. Build communities of practice around data management. Increase awareness and raise the profile of the data-driven opportunities for the firm. Ensure that the capabilities and tools of the Data team infuse with the goals and operating models of each business within the firm. Ensure paid-for data is used efficiently, in a manner that aligns with our commercial agreements, and that such usage can be audited with any associated costs fairly attributed across data beneficiaries. As a Data Analyst Manager within the Data team, you will manage a team of business stream aligned Data Analysts. You will also be a hands-on Data Analyst working on Enterprise initiatives. As a Manager, you will cultivate relationships with the Heads of Technology for those business streams that have an aligned Data Analyst. You will ensure that the Data Analyst team are supported within their respective business stream and that they follow Data Management best practices with regards to identifying, documenting and maintaining data assets within a central data catalogue. Each Data Analyst's workload will be coordinated with the relevant Head of Technology and will be managed within the respective business stream prioritisation framework. As a Data Analyst you will develop a deep understanding of how internally generated and externally sourced enterprise data is used and how it flows through the firm. You will help to identify datasets suitable for ingestion into Marex's strategic data platform and will work closely with the wider Data Team to ensure data is efficiently ingested and correctly modelled for use in downstream BI and AI solutions. You will also have an opinion on and get involved in strategic discussions pertaining to Data Management and Data Governance across Marex. Responsibilities: Manage a team of business stream aligned Data Analysts. Cultivate relationships with the Heads of Technology for business streams that have an aligned Data Analyst. Identify and analyse structured and unstructured data across business streams - both internally generated and externally sourced (e.g. market data). Document how it relates to other datasets, how it flows through the organisation, how it is stored and how it is used. Identify datasets for ingestion into Marex's Data Platform and work closely with other members of the Data Team to ensure the data is efficiently ingested and correctly modelled to deliver insights to the business and Technology. Identify data cost optimisation opportunities e.g. through alternate data offerings, rationalisation and/or centralisation. Identify and cultivate relationships with key data creators, data owners and data consumers. Ensure data assets are properly defined and maintained within a central data catalogue. Data modelling to transform operational data into analytic/reporting structures such as Kimball style multi-dimensional models. Take ownership of data issues through to resolution, working with IT and other internal stakeholders. Perform and automate data validation to improve data quality and integrity. Identify potential data quality improvements. Develop and maintain procedures, workflows and other documentation relating to data management. Keep up to date with key industry and technology developments as they relate to data management best practice in the financial services industry. Work with the Data Team, to translate business requirements into business intelligence visualisations / dashboards that can be easily understood and used. Locate and define new data-related process improvement opportunities. Skills and Experience: Essential: • Experience managing/leading a team. • Data modelling, cleansing and enrichment, with experience in conceptual, logical, and physical data modelling. • Familiarity with data warehouses and analytical data structures. • Experience of data quality assurance, validation, and lineage. • Knowledge of software development methodologies (Sprints/Agile) and project management software (Jira). • Experience creating BI models and dashboards, ideally in Power BI. • Excellent verbal and written communication skills Technical Skills: • Familiarity with SQL Server. • Advanced SQL scripting. • Familiarity with ETL/ELT tools and experience navigating data pipelines. • Experience using scripting languages (e.g. Python, PowerShell etc.) to extract insights from file-based storage. • Familiarity with Git or other source control software. • Knowledge of Orchestration Tools and processes (e.g SSIS, Data Factory, Alteryx) • Power BI Development including the data model, DAX, and visualizations. • Relational and Dimensional (Kimball) data modelling • Proficiency in SQL (T-SQL, PL/SQL, Databricks SQL) Desirable: • Databricks (or Alternative Modern Data Platform such as Snowflake) • Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this. • Oracle Database • MongoDB • Cloud Data Technologies (Mainly Azure - SQL Database, Data Lake, HD Insight, Data Factory etc.) • A collaborative team player, approachable, self-efficient and influences a positive work environment • Demonstrates curiosity • Resilient in a challenging, fast-paced environment • Excels at building relationships, networking and influencing others • Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness If you're forging a career in this area and are looking for your next step, get in touch! Marex is fully committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We value the differences that a diverse workforce brings to the company. We welcome applications from candidates returning to the workforce. Also, Marex is committed to avoiding circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. If you would like to receive any information in a different way or would like us to do anything differently to help you, please include it in your application.
Apr 29, 2025
Full time
London, GB - Hybrid (Remote and In Person) Marex is a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a leading franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. Marex was established in 2005 but through its subsidiaries can trace its roots in the commodity markets back almost 100 years. Headquartered in London with 36 offices worldwide, the Group has over 1,800 employees across Europe, Asia and America. Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics. The Technology Department delivers differentiation, scalability and security for the business. Reporting to the COO, Technology provides digital tools, software services and infrastructure globally to all business groups. Software development and support teams work in agile 'streams' aligned to specific business areas. Our other teams work enterprise-wide to provide critical services including our global service desk, network and system infrastructure, IT operations, security, enterprise architecture and design. The IT Group runs our enterprise-wide services to end users and actively manages the firm's infrastructure and data. Within IT, Marex Technology has established a Data team that enables the firm to leverage data assets to increase productivity and improve business decisions, as well as maintain data compliance. The Data Team encompasses Database Administration, Data Engineering, Data Analysis, Data Architecture, Data Intelligence and AI expertise. In recent years, they have developed a Data Lakehouse architecture, that is relied upon by different departments across the firm. Marex now seeks to strengthen its capabilities further and elevate the role of data in the operating models of Marex's businesses, directed by a strategy that aims to: Decentralise access for discovering and consuming data. Empower the data-savvy, entrepreneurial business leaders and citizen developers with the tools to interrogate data sets to explore and unlock opportunities for new or data-driven products and services. Provide a market-beating digital experience for clients by providing greater insight into their own data. Build communities of practice around data management. Increase awareness and raise the profile of the data-driven opportunities for the firm. Ensure that the capabilities and tools of the Data team infuse with the goals and operating models of each business within the firm. Ensure paid-for data is used efficiently, in a manner that aligns with our commercial agreements, and that such usage can be audited with any associated costs fairly attributed across data beneficiaries. As a Data Analyst Manager within the Data team, you will manage a team of business stream aligned Data Analysts. You will also be a hands-on Data Analyst working on Enterprise initiatives. As a Manager, you will cultivate relationships with the Heads of Technology for those business streams that have an aligned Data Analyst. You will ensure that the Data Analyst team are supported within their respective business stream and that they follow Data Management best practices with regards to identifying, documenting and maintaining data assets within a central data catalogue. Each Data Analyst's workload will be coordinated with the relevant Head of Technology and will be managed within the respective business stream prioritisation framework. As a Data Analyst you will develop a deep understanding of how internally generated and externally sourced enterprise data is used and how it flows through the firm. You will help to identify datasets suitable for ingestion into Marex's strategic data platform and will work closely with the wider Data Team to ensure data is efficiently ingested and correctly modelled for use in downstream BI and AI solutions. You will also have an opinion on and get involved in strategic discussions pertaining to Data Management and Data Governance across Marex. Responsibilities: Manage a team of business stream aligned Data Analysts. Cultivate relationships with the Heads of Technology for business streams that have an aligned Data Analyst. Identify and analyse structured and unstructured data across business streams - both internally generated and externally sourced (e.g. market data). Document how it relates to other datasets, how it flows through the organisation, how it is stored and how it is used. Identify datasets for ingestion into Marex's Data Platform and work closely with other members of the Data Team to ensure the data is efficiently ingested and correctly modelled to deliver insights to the business and Technology. Identify data cost optimisation opportunities e.g. through alternate data offerings, rationalisation and/or centralisation. Identify and cultivate relationships with key data creators, data owners and data consumers. Ensure data assets are properly defined and maintained within a central data catalogue. Data modelling to transform operational data into analytic/reporting structures such as Kimball style multi-dimensional models. Take ownership of data issues through to resolution, working with IT and other internal stakeholders. Perform and automate data validation to improve data quality and integrity. Identify potential data quality improvements. Develop and maintain procedures, workflows and other documentation relating to data management. Keep up to date with key industry and technology developments as they relate to data management best practice in the financial services industry. Work with the Data Team, to translate business requirements into business intelligence visualisations / dashboards that can be easily understood and used. Locate and define new data-related process improvement opportunities. Skills and Experience: Essential: • Experience managing/leading a team. • Data modelling, cleansing and enrichment, with experience in conceptual, logical, and physical data modelling. • Familiarity with data warehouses and analytical data structures. • Experience of data quality assurance, validation, and lineage. • Knowledge of software development methodologies (Sprints/Agile) and project management software (Jira). • Experience creating BI models and dashboards, ideally in Power BI. • Excellent verbal and written communication skills Technical Skills: • Familiarity with SQL Server. • Advanced SQL scripting. • Familiarity with ETL/ELT tools and experience navigating data pipelines. • Experience using scripting languages (e.g. Python, PowerShell etc.) to extract insights from file-based storage. • Familiarity with Git or other source control software. • Knowledge of Orchestration Tools and processes (e.g SSIS, Data Factory, Alteryx) • Power BI Development including the data model, DAX, and visualizations. • Relational and Dimensional (Kimball) data modelling • Proficiency in SQL (T-SQL, PL/SQL, Databricks SQL) Desirable: • Databricks (or Alternative Modern Data Platform such as Snowflake) • Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this. • Oracle Database • MongoDB • Cloud Data Technologies (Mainly Azure - SQL Database, Data Lake, HD Insight, Data Factory etc.) • A collaborative team player, approachable, self-efficient and influences a positive work environment • Demonstrates curiosity • Resilient in a challenging, fast-paced environment • Excels at building relationships, networking and influencing others • Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness If you're forging a career in this area and are looking for your next step, get in touch! Marex is fully committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We value the differences that a diverse workforce brings to the company. We welcome applications from candidates returning to the workforce. Also, Marex is committed to avoiding circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. If you would like to receive any information in a different way or would like us to do anything differently to help you, please include it in your application.
IT INFRASTRUCTURE ANALYST Purpose of role: The IT Infrastructure Analyst is responsible for ensuring the stability, security, scalability and efficiency of infrastructure deployed across all Park Holidays locations throughout the UK by managing both cloud and on-premise environments. This role plays a critical part in maintaining business continuity, supporting digital transformation, and optimising IT operations. Reporting into the IT Operations Manager, the analyst will: Monitor and manage Azure resources, including virtualisation to ensure high availability and performance. Secure IT Systems by implementing security policies, monitoring for threats, and ensuring compliance with relevant regulations (e.g. GDPR, SOX, PCI DSS) and industry standards. Support physical network infrastructure by configuring and maintaining servers, appliances, L2/L3 switches, VLANs, and network security. Optimise licensing and costs by managing Microsoft 365 and Azure resources effectively. Act as a point of escalation and provide technical support to troubleshoot and resolve infrastructure, network, and applicationrelated issues to other internal teams within the IT Department. Key Job Accountabilities Key Job Accountabilitie: Key Job Accountabilities Manage and deploy both onpremise and cloud-based infrastructure at all levels of the OSI model. Monitor the infrastructure landscape so that it remains supportable, secure and performant. Ensure that security patching remains compliant and that risks are highlighted, managed and\or mitigated wherever possible for all infrastructure and applications across the business. Create effective processes and documentation for all areas of responsibility to enable efficient controls and ways of working. Ensure IT compliance and governance is adhered to for GDPR, SOX, PCI DSS and other regulatory framework the company adheres to, ensuring that commitments and deadlines are met or exceeded. Take ownership of any escalated requests or incidents from the IT Service Desk team through to resolution. Support in the delivery of IT projects by understanding the scope and applying creative technical skills to devise a solution using new or existing technologies. Provide technical and operational support to the resolution and recovery of normal operations following Critical and Major Incidents. Strive to identify areas for service, process and technical improvements by constantly reviewing current processes and ways of working and challenging the status quo. Investigate technology and solutions to meet current and future business challenges or requirements. Work with both 3rd party vendors and internal teams to deliver operational excellence. Desirable Skills & Experience: Experience of server and data migrations from onpremise servers and appliances to cloud based environments. Familiarity with implementing, configuring, and supporting Microsoft Business Central (SaaS). Familiarity with administration of cloud services such as Azure Data Factory, Power Apps, Power Automate. Proficiency in scripting languages (PowerShell, Bash, Python) for automation and system management. Azure certifications relevant such as AZ-900 (Azure Fundamentals), AZ-104 (Azure Administrator Associate) etc. Industry recognised qualification in ITSM such as ITIL.
Apr 28, 2025
Full time
IT INFRASTRUCTURE ANALYST Purpose of role: The IT Infrastructure Analyst is responsible for ensuring the stability, security, scalability and efficiency of infrastructure deployed across all Park Holidays locations throughout the UK by managing both cloud and on-premise environments. This role plays a critical part in maintaining business continuity, supporting digital transformation, and optimising IT operations. Reporting into the IT Operations Manager, the analyst will: Monitor and manage Azure resources, including virtualisation to ensure high availability and performance. Secure IT Systems by implementing security policies, monitoring for threats, and ensuring compliance with relevant regulations (e.g. GDPR, SOX, PCI DSS) and industry standards. Support physical network infrastructure by configuring and maintaining servers, appliances, L2/L3 switches, VLANs, and network security. Optimise licensing and costs by managing Microsoft 365 and Azure resources effectively. Act as a point of escalation and provide technical support to troubleshoot and resolve infrastructure, network, and applicationrelated issues to other internal teams within the IT Department. Key Job Accountabilities Key Job Accountabilitie: Key Job Accountabilities Manage and deploy both onpremise and cloud-based infrastructure at all levels of the OSI model. Monitor the infrastructure landscape so that it remains supportable, secure and performant. Ensure that security patching remains compliant and that risks are highlighted, managed and\or mitigated wherever possible for all infrastructure and applications across the business. Create effective processes and documentation for all areas of responsibility to enable efficient controls and ways of working. Ensure IT compliance and governance is adhered to for GDPR, SOX, PCI DSS and other regulatory framework the company adheres to, ensuring that commitments and deadlines are met or exceeded. Take ownership of any escalated requests or incidents from the IT Service Desk team through to resolution. Support in the delivery of IT projects by understanding the scope and applying creative technical skills to devise a solution using new or existing technologies. Provide technical and operational support to the resolution and recovery of normal operations following Critical and Major Incidents. Strive to identify areas for service, process and technical improvements by constantly reviewing current processes and ways of working and challenging the status quo. Investigate technology and solutions to meet current and future business challenges or requirements. Work with both 3rd party vendors and internal teams to deliver operational excellence. Desirable Skills & Experience: Experience of server and data migrations from onpremise servers and appliances to cloud based environments. Familiarity with implementing, configuring, and supporting Microsoft Business Central (SaaS). Familiarity with administration of cloud services such as Azure Data Factory, Power Apps, Power Automate. Proficiency in scripting languages (PowerShell, Bash, Python) for automation and system management. Azure certifications relevant such as AZ-900 (Azure Fundamentals), AZ-104 (Azure Administrator Associate) etc. Industry recognised qualification in ITSM such as ITIL.
Senior Manager, Technology Delivery Lead, Insurance Technology, FS Location: London Other locations: Primary Location Only Date: 21 Mar 2025 Requisition ID: Our UK Insurance Technology practice empowers some of the biggest Insurance clients to solve their most complex business problems and transform their organisations through embedding the latest technology in their organisation. You'll have the amazing opportunity to collaborate alongside a vibrant, experienced team of Analysts, Developers, UX Designers and Architects in the Insurance business. We want you to learn how to deliver compelling technology-based builds and solution implementations from the team. Alongside your career development with us, you will gain exposure to some of the biggest and best Insurance companies in the world and find out why our clients value our insights and experience. The opportunity As part of the EY Insurance Technology practice, you will have the opportunity to work across a portfolio of engagements that will challenge you in areas such as Insurance Core Technology implementations, applying Blockchain technology to insurance, Mobile & Portals and Cloud Capabilities. Our EMEIA focus means that our team has a footprint that spans several geographies in Europe and continued investment in our practice has grown the team 30% year-on-year. We are looking for enthusiastic individuals with an Agile mindset, business problem solving skills, industry knowledge of Insurance and/or Management and Technology Consulting practices to supplement our strong capabilities and fuel our continued growth. Your key responsibilities Demonstrating knowledge and experience in one or more market areas and technical skills (i.e. Policy, Billing and Claims in General Insurance or Life Insurance) Demonstrating knowledge and experience of designing and planning the implementation of new systems and technology to address business requirements Demonstrating knowledge and experience of configuring technology packages Demonstrating knowledge and experience in using tools for application development including tools for coding, testing, debugging, documenting, reviewing and reconfiguring Experience of development and operations (DevOps) practices for software configuration, integration and deployment to various platforms and operating environments. Ability to understand how merging development, quality assurance, and operations (deployment and integration) into a single, continuous set of processes improves agile delivery Demonstrating knowledge and experience to develop specific solutions to facilitate and optimize the integration of various technology components, interoperability of systems and their interfaces. Ability to integrate various architectural components such as networks, servers, system platforms and interfaces Leading Scrum teams / workstreams as part of large technology programme agile delivery in a cross countries model Managing end-to-end project delivery through effective project management, within agreed financial and time constraints Building long term trusted advisor relationships with our clients Work closely with clients to understand their fundamental business challenges and bring our experience of Insurance and Technology to enable them to transform their business Bringing insight, perspective and your experiences to clients in the insurance sector Skills and attributes for success Solution architecture; Large scale programme delivery (e.g. agile and waterfall) Technology package implementation (i.e. Guidewire, Fadata, Duckcreek, etc.) Target Operating Model; Process Automation, BPM and Digital Platforms, e.g. Pega, Mobile, Portals IT Strategy: Leading and developing a team Ability to engage with stakeholders and manage cross functional projects Ability to manage multiple stakeholder communities with varying levels of experience Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Experience of developing propositions that are current and relevant to our clients Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines High level of drive, commitment to achieving solutions, and ability to work under pressure Team player and leader who openly supports, encourages and shares knowledge with colleagues Working knowledge of the different SDLC and Agile project management methods such as SAFe, Scrum, Kanban and Scrumban Strong understanding of the insurance value chain or a part of it (from distribution and customer management through to administration - servicing, underwriting & claims management) To qualify for the role you must have Experience in Insurance gained through a top tier consultancy, a specialist financial services consultancy and/or a top tier insurer Experience of working on large technology implementations from a business or technical perspective with knowledge of requirements gathering and process definition Track record of successful delivery on large technology implementations, from business requirements gathering through go-live. Ideally, you'll also have Good appreciation of current market trends and how these are likely to impact key industry players Technical grounding and proven experience developing technical requirements and specifications, including knowledge of software engineering methodologies, reporting tools, modelling and testing What we look for We look for individuals who show the potential to develop strong client relationships. Ability to demonstrate intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Team players who openly support, encourage and share knowledge with colleagues What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you About EY As a global provider of assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.
Apr 25, 2025
Full time
Senior Manager, Technology Delivery Lead, Insurance Technology, FS Location: London Other locations: Primary Location Only Date: 21 Mar 2025 Requisition ID: Our UK Insurance Technology practice empowers some of the biggest Insurance clients to solve their most complex business problems and transform their organisations through embedding the latest technology in their organisation. You'll have the amazing opportunity to collaborate alongside a vibrant, experienced team of Analysts, Developers, UX Designers and Architects in the Insurance business. We want you to learn how to deliver compelling technology-based builds and solution implementations from the team. Alongside your career development with us, you will gain exposure to some of the biggest and best Insurance companies in the world and find out why our clients value our insights and experience. The opportunity As part of the EY Insurance Technology practice, you will have the opportunity to work across a portfolio of engagements that will challenge you in areas such as Insurance Core Technology implementations, applying Blockchain technology to insurance, Mobile & Portals and Cloud Capabilities. Our EMEIA focus means that our team has a footprint that spans several geographies in Europe and continued investment in our practice has grown the team 30% year-on-year. We are looking for enthusiastic individuals with an Agile mindset, business problem solving skills, industry knowledge of Insurance and/or Management and Technology Consulting practices to supplement our strong capabilities and fuel our continued growth. Your key responsibilities Demonstrating knowledge and experience in one or more market areas and technical skills (i.e. Policy, Billing and Claims in General Insurance or Life Insurance) Demonstrating knowledge and experience of designing and planning the implementation of new systems and technology to address business requirements Demonstrating knowledge and experience of configuring technology packages Demonstrating knowledge and experience in using tools for application development including tools for coding, testing, debugging, documenting, reviewing and reconfiguring Experience of development and operations (DevOps) practices for software configuration, integration and deployment to various platforms and operating environments. Ability to understand how merging development, quality assurance, and operations (deployment and integration) into a single, continuous set of processes improves agile delivery Demonstrating knowledge and experience to develop specific solutions to facilitate and optimize the integration of various technology components, interoperability of systems and their interfaces. Ability to integrate various architectural components such as networks, servers, system platforms and interfaces Leading Scrum teams / workstreams as part of large technology programme agile delivery in a cross countries model Managing end-to-end project delivery through effective project management, within agreed financial and time constraints Building long term trusted advisor relationships with our clients Work closely with clients to understand their fundamental business challenges and bring our experience of Insurance and Technology to enable them to transform their business Bringing insight, perspective and your experiences to clients in the insurance sector Skills and attributes for success Solution architecture; Large scale programme delivery (e.g. agile and waterfall) Technology package implementation (i.e. Guidewire, Fadata, Duckcreek, etc.) Target Operating Model; Process Automation, BPM and Digital Platforms, e.g. Pega, Mobile, Portals IT Strategy: Leading and developing a team Ability to engage with stakeholders and manage cross functional projects Ability to manage multiple stakeholder communities with varying levels of experience Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Experience of developing propositions that are current and relevant to our clients Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines High level of drive, commitment to achieving solutions, and ability to work under pressure Team player and leader who openly supports, encourages and shares knowledge with colleagues Working knowledge of the different SDLC and Agile project management methods such as SAFe, Scrum, Kanban and Scrumban Strong understanding of the insurance value chain or a part of it (from distribution and customer management through to administration - servicing, underwriting & claims management) To qualify for the role you must have Experience in Insurance gained through a top tier consultancy, a specialist financial services consultancy and/or a top tier insurer Experience of working on large technology implementations from a business or technical perspective with knowledge of requirements gathering and process definition Track record of successful delivery on large technology implementations, from business requirements gathering through go-live. Ideally, you'll also have Good appreciation of current market trends and how these are likely to impact key industry players Technical grounding and proven experience developing technical requirements and specifications, including knowledge of software engineering methodologies, reporting tools, modelling and testing What we look for We look for individuals who show the potential to develop strong client relationships. Ability to demonstrate intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered Team players who openly support, encourage and share knowledge with colleagues What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that's right for you About EY As a global provider of assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.
Yardi Systems Administration Assistant Manager - London OUR CLIENT is a highly reputable and award-winning multinational real estate investment and asset management firm focused on long-term investment solutions. They prioritise collaboration with their clients and mutual support across the globe. Currently, they are seeking to hire a Yardi Systems Administration Assistant Manager to join their experienced real estate operations team, which consists of fund managers, analysts, and operations professionals based throughout Europe. This role will encompass responsibilities in financial accounting, corporate reporting, taxation, fund structuring, and asset servicing for all aspects of the real estate business. THE ROLE RESPONSIBILITIES of a Yardi Systems Administration Assistant Manager will include: Providing support to the real estate investment managers, research team, and other group functions. Working alongside colleagues within the Operations team and Technology to manage and enhance Yardi Voyager to ensure value maximisation, improve process efficiency, and maintain an appropriate controls environment. Collaborating closely with other departments and external third-party service providers, including managing agents, fund administrators, and auditors. Setting up new legal entities and properties. Triaging user requests/issues. Setting up general ledger and bank accounts. Resolving third-party Property Managing Agents issues/requests. Responding to information requests using standard reports within Yardi Voyager. Overseeing data quality by investigating and triaging data quality issues. Providing general system training to both internal and external users. Supporting the development of Policies and Standard Operating Procedures. Creating and maintaining invoice templates and workflows. Coordinating user access and IP information collection. Completing custom system setup (invoice templates, workflows, etc.). Organising and managing system and UAT testing. Researching and presenting new Yardi Voyager features. Coordinating updates, software changes, or emergency issues with all users. Performing system maintenance and update tasks as part of BAU Activities. Driving process improvements, simplification, and automation of processes. Monitoring Client Central for the latest webinars, product updates, documentation, and technical tips. Attending Yardi Advanced Solutions Conferences (YASC) and Yardi End User group meetings. Taking minutes and notes from YASC, UK User Group, and other meetings as necessary. Ensuring compliance with procedures, controls, and internal risk policies. THE PERSON and SKILLS REQUIREMENTS for a Yardi Systems Administration Assistant Manager : The client would actively consider candidates in a property or client accounting/financial administration role with good Yardi systems and product exposure who want to transition across. Understanding systems related to property management processes (e.g., AP, AR, Treasury, Lease admin, etc.). Experience in implementing and/or upgrading Yardi. Experience in working with multiple Property Managing Agents (both UK and Europe). Attention to detail and a good work ethic is vital. BENEFITS: Comprehensive benefits package including good pension, bonus, health and well-being, etc. Support for Development: Opportunities for continuous learning and growth. Flexible and hybrid working - Emphasising work-life balance. This is an excellent opportunity for an individual with in-depth knowledge of Yardi Voyager and experience in system administration support to join a real estate operations team and feel like they're part of something bigger.
Apr 25, 2025
Full time
Yardi Systems Administration Assistant Manager - London OUR CLIENT is a highly reputable and award-winning multinational real estate investment and asset management firm focused on long-term investment solutions. They prioritise collaboration with their clients and mutual support across the globe. Currently, they are seeking to hire a Yardi Systems Administration Assistant Manager to join their experienced real estate operations team, which consists of fund managers, analysts, and operations professionals based throughout Europe. This role will encompass responsibilities in financial accounting, corporate reporting, taxation, fund structuring, and asset servicing for all aspects of the real estate business. THE ROLE RESPONSIBILITIES of a Yardi Systems Administration Assistant Manager will include: Providing support to the real estate investment managers, research team, and other group functions. Working alongside colleagues within the Operations team and Technology to manage and enhance Yardi Voyager to ensure value maximisation, improve process efficiency, and maintain an appropriate controls environment. Collaborating closely with other departments and external third-party service providers, including managing agents, fund administrators, and auditors. Setting up new legal entities and properties. Triaging user requests/issues. Setting up general ledger and bank accounts. Resolving third-party Property Managing Agents issues/requests. Responding to information requests using standard reports within Yardi Voyager. Overseeing data quality by investigating and triaging data quality issues. Providing general system training to both internal and external users. Supporting the development of Policies and Standard Operating Procedures. Creating and maintaining invoice templates and workflows. Coordinating user access and IP information collection. Completing custom system setup (invoice templates, workflows, etc.). Organising and managing system and UAT testing. Researching and presenting new Yardi Voyager features. Coordinating updates, software changes, or emergency issues with all users. Performing system maintenance and update tasks as part of BAU Activities. Driving process improvements, simplification, and automation of processes. Monitoring Client Central for the latest webinars, product updates, documentation, and technical tips. Attending Yardi Advanced Solutions Conferences (YASC) and Yardi End User group meetings. Taking minutes and notes from YASC, UK User Group, and other meetings as necessary. Ensuring compliance with procedures, controls, and internal risk policies. THE PERSON and SKILLS REQUIREMENTS for a Yardi Systems Administration Assistant Manager : The client would actively consider candidates in a property or client accounting/financial administration role with good Yardi systems and product exposure who want to transition across. Understanding systems related to property management processes (e.g., AP, AR, Treasury, Lease admin, etc.). Experience in implementing and/or upgrading Yardi. Experience in working with multiple Property Managing Agents (both UK and Europe). Attention to detail and a good work ethic is vital. BENEFITS: Comprehensive benefits package including good pension, bonus, health and well-being, etc. Support for Development: Opportunities for continuous learning and growth. Flexible and hybrid working - Emphasising work-life balance. This is an excellent opportunity for an individual with in-depth knowledge of Yardi Voyager and experience in system administration support to join a real estate operations team and feel like they're part of something bigger.
Senior Compensation Analyst Apply locations London, United Kingdom time type Full time posted on Posted Yesterday job requisition id R137250 About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/ Department: This role provides analytical support to the Funding & Deferred Compensation Reward team, including data analysis, presentation creation and compensation administration support. The successful applicant will be supporting a variety of change projects and BAU activities, including base-pay, discretionary and formulaic incentive plans, deferral programs, and other compensation and reward elements. This is a technical role, where specific training will be provided but candidates must be numerical and logical, detail-oriented, risk-focused, organised and comfortable multi-tasking and reprioritizing, and able to communicate effectively while discussing complex concepts. Performs tasks and duties according to established procedures (where such exist). Generates new and improved solutions to complex problems. Works autonomously within established procedures and practices. Anticipates patterns and links; looks beyond the immediate problem to the wider implications. Comfortable asking questions and challenging assumptions in order to manage risk and elevate team performance. The key responsibilities of the role include: Support with preparation of incentive accrual analysis and discussion papers, including liaison with teams in NT Finance, and preparation and validation of data and analysis from complex underlying spreadsheets. Support with activities and analysis relating to deferred compensation, including buy-out valuations, monthly approvals, ad hoc requests and the annual award/vest cycle. Help maintain and develop relationships and tools to support multiple formulaic incentive schemes, working with other team members to establish robust and formal approval processes and governance. Assist with the development of processes and process documentation around existing, new and revised compensation programs. Understand and assist with tools prepared and owned by the team in support of the wider Reward team and other HR functions. Create and maintain Excel data assets for use as source data for various ad-hoc analyses. Quickly become competent with Workday reporting and other data sources to help other team members with critical and often time-pressured tasks. Skills/Qualifications: The successful candidate will benefit from having: Exposure to or related compensation experience, preferably in a global role. Advanced proficiency in Windows-based applications with emphasis on Excel and PowerPoint. Ability to maintain confidentiality of all employee information. Strong analytical, problem-solving, organizational, and communication skills. Must be able to manage multiple tasks and deadlines with minimal assistance. Experience with HR data and compensation systems e.g. Workday. Understanding of how related teams coordinate their efforts and resources to achieve objectives. Exchanges ideas and information effectively with others outside of own team and evaluates and communicates unusual and/or complex content in a clear manner. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Apr 25, 2025
Full time
Senior Compensation Analyst Apply locations London, United Kingdom time type Full time posted on Posted Yesterday job requisition id R137250 About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/ Department: This role provides analytical support to the Funding & Deferred Compensation Reward team, including data analysis, presentation creation and compensation administration support. The successful applicant will be supporting a variety of change projects and BAU activities, including base-pay, discretionary and formulaic incentive plans, deferral programs, and other compensation and reward elements. This is a technical role, where specific training will be provided but candidates must be numerical and logical, detail-oriented, risk-focused, organised and comfortable multi-tasking and reprioritizing, and able to communicate effectively while discussing complex concepts. Performs tasks and duties according to established procedures (where such exist). Generates new and improved solutions to complex problems. Works autonomously within established procedures and practices. Anticipates patterns and links; looks beyond the immediate problem to the wider implications. Comfortable asking questions and challenging assumptions in order to manage risk and elevate team performance. The key responsibilities of the role include: Support with preparation of incentive accrual analysis and discussion papers, including liaison with teams in NT Finance, and preparation and validation of data and analysis from complex underlying spreadsheets. Support with activities and analysis relating to deferred compensation, including buy-out valuations, monthly approvals, ad hoc requests and the annual award/vest cycle. Help maintain and develop relationships and tools to support multiple formulaic incentive schemes, working with other team members to establish robust and formal approval processes and governance. Assist with the development of processes and process documentation around existing, new and revised compensation programs. Understand and assist with tools prepared and owned by the team in support of the wider Reward team and other HR functions. Create and maintain Excel data assets for use as source data for various ad-hoc analyses. Quickly become competent with Workday reporting and other data sources to help other team members with critical and often time-pressured tasks. Skills/Qualifications: The successful candidate will benefit from having: Exposure to or related compensation experience, preferably in a global role. Advanced proficiency in Windows-based applications with emphasis on Excel and PowerPoint. Ability to maintain confidentiality of all employee information. Strong analytical, problem-solving, organizational, and communication skills. Must be able to manage multiple tasks and deadlines with minimal assistance. Experience with HR data and compensation systems e.g. Workday. Understanding of how related teams coordinate their efforts and resources to achieve objectives. Exchanges ideas and information effectively with others outside of own team and evaluates and communicates unusual and/or complex content in a clear manner. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About the Role As a member of our Passive Currency Overlay Technology Team, the Senior Business Analyst will play a pivotal role in designing, documenting, and managing the delivery of solutions that align with the strategic vision for our business. Through close partnership with the Development, Delivery, Product & Operations teams, you will be at the intersection between the business and technology and responsible for breaking down high-level requirements, converting them into deliverable tasks, and project managing these through to completion. To do this, you will engage a wide variety of stakeholders across Product, Technology, Operations, Execution & Production Support to ensure the solutions fit the needs of our business and clients. This role is a tremendous opportunity to be part of a growing business that is looking for someone to make a meaningful impact and help us deliver our ambitious goals over the coming years. About Passive Currency Overlay Sitting within the Execution Services business unit, Passive Currency Overlay is an expanding business that offers outsourced Foreign Exchange (FX) calculation and execution services for a wide range of clients around the world. The business is supported by teams globally (across London, Dublin, Singapore, Hong Kong, Shanghai, and Pune) who work together to both deliver the day-to-day service whilst developing and delivering innovative, best-in-class technical solutions in an agile manner. Key Responsibilities Partner and closely collaborate with the Product Manager to develop, design, and progress the business requirements from high-level statements to actionable deliverables. Create high-quality documentation, JIRAs, and other relevant material to facilitate the communication of business requirements to the development team. Support and collaborate with the Technology Team to manage the development pipeline, resolve blockers, and ensure commitments are delivered on time. Perform analysis tasks to better understand the problem, identify possible solutions, and where necessary create simple prototypes to validate any proposal. Ensure deliverables are tracked effectively and progress is communicated regularly to key stakeholders with issues highlighted and expectations managed at the earliest opportunity. Work with key stakeholders across Product, Execution, Operations, and other Technology groups to validate proposals, mitigate risks, and remove dependencies. Provide initial user and operational support to business users following the deployment of new functionality. Apply comprehensive understanding of how multiple areas collectively integrate to contribute towards achieving business objectives. Analyse and test system functions to validate deliveries have been successful whilst always looking for opportunities to improve the overall product. Strive to refine processes from both a business and technical perspective to drive efficiency, learn from mistakes, and deliver a best-in-class service for our clients. Positively impact the business by continually delivering a high quality of work and challenge others to do the same. Knowledge Required A wealth of experience as a Technical Business Analyst ideally in Passive Currency overlay, or FX, or within Securities Services areas such as Fund Administration or Transfer Agency. Good understanding of FX trading and hedging strategies. Knowledge of Securities Services application landscape & FX Markets trading protocols. Thorough understanding of fund accounting and transfer agency processes, especially in regard to where FX needs arise and how subsequent trades need to be reflected. Proficient in leading as a Product Owner in the SAFe Agile delivery framework. Skills & Qualifications Quick learner with strong analytical, investigation, and problem-solving skills. Ability to operate at both a macro and micro level from a design and delivery perspective. Knowledge of process and system modelling concepts (e.g., spec by example). Strong communication skills with the capability to tailor messaging depending on the audience. Effective organization, documentation, and presentation skills. Able to work independently whilst managing multiple tasks to various deadlines. Team player who collaborates and partners with key stakeholders in a transparent manner. Ability to code, especially Java, useful but not critical. Bachelor's or higher degree, and relevant business experience. What we'll provide you This is a unique role that will put you in the position to be part of a new venture and actively drive change. Every day there will be new challenges that will help you develop new skills that can drive your career. This role will be based out of our London campus but will be considered as a hybrid role with up to 2 days a week working from home. By joining Citi, you receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 27 days annual leave (plus bank holidays) A discretional annual performance related bonus Private Medical Care & Life Insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources. Visit our Global Benefits page to learn more. Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Job Family Group: Business Strategy, Management & Administration Job Family: Business Management Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting .
Apr 25, 2025
Full time
About the Role As a member of our Passive Currency Overlay Technology Team, the Senior Business Analyst will play a pivotal role in designing, documenting, and managing the delivery of solutions that align with the strategic vision for our business. Through close partnership with the Development, Delivery, Product & Operations teams, you will be at the intersection between the business and technology and responsible for breaking down high-level requirements, converting them into deliverable tasks, and project managing these through to completion. To do this, you will engage a wide variety of stakeholders across Product, Technology, Operations, Execution & Production Support to ensure the solutions fit the needs of our business and clients. This role is a tremendous opportunity to be part of a growing business that is looking for someone to make a meaningful impact and help us deliver our ambitious goals over the coming years. About Passive Currency Overlay Sitting within the Execution Services business unit, Passive Currency Overlay is an expanding business that offers outsourced Foreign Exchange (FX) calculation and execution services for a wide range of clients around the world. The business is supported by teams globally (across London, Dublin, Singapore, Hong Kong, Shanghai, and Pune) who work together to both deliver the day-to-day service whilst developing and delivering innovative, best-in-class technical solutions in an agile manner. Key Responsibilities Partner and closely collaborate with the Product Manager to develop, design, and progress the business requirements from high-level statements to actionable deliverables. Create high-quality documentation, JIRAs, and other relevant material to facilitate the communication of business requirements to the development team. Support and collaborate with the Technology Team to manage the development pipeline, resolve blockers, and ensure commitments are delivered on time. Perform analysis tasks to better understand the problem, identify possible solutions, and where necessary create simple prototypes to validate any proposal. Ensure deliverables are tracked effectively and progress is communicated regularly to key stakeholders with issues highlighted and expectations managed at the earliest opportunity. Work with key stakeholders across Product, Execution, Operations, and other Technology groups to validate proposals, mitigate risks, and remove dependencies. Provide initial user and operational support to business users following the deployment of new functionality. Apply comprehensive understanding of how multiple areas collectively integrate to contribute towards achieving business objectives. Analyse and test system functions to validate deliveries have been successful whilst always looking for opportunities to improve the overall product. Strive to refine processes from both a business and technical perspective to drive efficiency, learn from mistakes, and deliver a best-in-class service for our clients. Positively impact the business by continually delivering a high quality of work and challenge others to do the same. Knowledge Required A wealth of experience as a Technical Business Analyst ideally in Passive Currency overlay, or FX, or within Securities Services areas such as Fund Administration or Transfer Agency. Good understanding of FX trading and hedging strategies. Knowledge of Securities Services application landscape & FX Markets trading protocols. Thorough understanding of fund accounting and transfer agency processes, especially in regard to where FX needs arise and how subsequent trades need to be reflected. Proficient in leading as a Product Owner in the SAFe Agile delivery framework. Skills & Qualifications Quick learner with strong analytical, investigation, and problem-solving skills. Ability to operate at both a macro and micro level from a design and delivery perspective. Knowledge of process and system modelling concepts (e.g., spec by example). Strong communication skills with the capability to tailor messaging depending on the audience. Effective organization, documentation, and presentation skills. Able to work independently whilst managing multiple tasks to various deadlines. Team player who collaborates and partners with key stakeholders in a transparent manner. Ability to code, especially Java, useful but not critical. Bachelor's or higher degree, and relevant business experience. What we'll provide you This is a unique role that will put you in the position to be part of a new venture and actively drive change. Every day there will be new challenges that will help you develop new skills that can drive your career. This role will be based out of our London campus but will be considered as a hybrid role with up to 2 days a week working from home. By joining Citi, you receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 27 days annual leave (plus bank holidays) A discretional annual performance related bonus Private Medical Care & Life Insurance Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources. Visit our Global Benefits page to learn more. Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Job Family Group: Business Strategy, Management & Administration Job Family: Business Management Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the EEO is the Law poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting .
Who we are looking for: State Street (SSC) strives to grow its Alpha solutions by deploying leading edge technology and services for its clients. SSC has demonstrated success with major client wins in Europe. Alpha Solutions EMEA is increasing its talent to support the sales, planning, development, and roll-out of the outsourcing business and require keen and experienced investment operations, business professionals, to play a key role in delivering a successful solution. Global Services sits as key business pillar within State Street focused on client relationship, client growth and development. Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for: As Alpha Solutions Deal Lead you will: The Vice President (VP) Deal Lead has responsibilities for a deal from the period of inception e.g. the receipt of a RFP (Request for Proposal), or the start of due diligence through to the completion of contract signing or conversion, they are the 'Deal lead' for IMS. The VP Deal lead may provide support to multiple engagements simultaneously to ensure work is completed within pre-determined deadlines by managing his/her time appropriately. The VP Deal Lead will manage a team of Deal Analysts to lead smaller deals and support all activities required end to end on the team. Providing strategic direction and guidance to the team in terms of deals worked on. The VP Deal Lead will work with the Sector sales team to develop strategy for investment operations prospects and to identify cross sell opportunities. Also, the VP-Deal Lead will prepare client proposals and presentation materials and present at prospective client meetings and consultant meetings. To provide insight for solutions, the deal lead must develop in-depth knowledge of assigned project and/or product(s) by researching facets of the operation that are unclear and developing a concise picture of the current state. Throughout the service definition/due diligence phase the VP Deal Lead will be required to lead/attend client meetings, to agree business requirements, scope of services, maintain the project plans and provide support to the Project Lead and PMO, in researching and understanding the client requirements in greater depth. The deal lead should develop knowledge of other State Street products to recommend to their supervisor where they may be beneficial. This knowledge can be developed by meeting with product owners, performing research during down times, and as required in a client situation. The deal lead should develop knowledge of non-proprietary products being used in client organizations to determine how they can be leveraged or eliminated. The deal lead should develop multiple solutions for issues to provide options for middle office clients. This position will conduct brainstorming and planning sessions with team members to facilitate the generation of these ideas. As the pre-contract activities progress, the VP Deal Lead will assist in the documentation and mapping of operating models, Service Level Agreements (SLA) and Transition related documents and plans. The VP Deal Lead will provide support throughout the life cycle of the business and development of processes through to implementation, client conversion and business as usual. The deal lead will actively communicate the status of work with other team members to ensure that everyone involved is fully informed, and if necessary re-allocate work. What we value: These skills will help you succeed in this role: Client Relationship experience Project planning experience An understanding of processes and systems necessary to support investment operations (middle office experience an advantage) Experience in change management or system to system data conversion Understanding of data mapping between Investment systems an advantage Experience of managing and operating within a client environment. Education & Preferred Qualifications: Degree in finance, business, technology or equivalent business experience & qualifications Minimum of 5 years relevant professional experience gained in the asset management sector, including Investment operations and/or Client facing role Membership of a professional body preferred (e.g. CISI, ACA, CIMA, CFA) PC skills, including office applications (Word, Excel and Powerpoint) Project planning (MS-Project) scheduling and flowcharting software (MS- Visio) Visual basic / advanced excel / Access database skills an advantage Additional requirements: Strong analytical and communication skills. Presentable and credible in front of clients Candidate must be self-motivated, adaptable and show initiative. Good team member and be able to work well under pressure with rest of team Candidate must be self-assured and react well within critical deadline situations Requirement for business travel at short notice and flexible working hours: i.e. weekend working and extended hours on occasion, linked to client assignments and project deadlines. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Apr 24, 2025
Full time
Who we are looking for: State Street (SSC) strives to grow its Alpha solutions by deploying leading edge technology and services for its clients. SSC has demonstrated success with major client wins in Europe. Alpha Solutions EMEA is increasing its talent to support the sales, planning, development, and roll-out of the outsourcing business and require keen and experienced investment operations, business professionals, to play a key role in delivering a successful solution. Global Services sits as key business pillar within State Street focused on client relationship, client growth and development. Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for: As Alpha Solutions Deal Lead you will: The Vice President (VP) Deal Lead has responsibilities for a deal from the period of inception e.g. the receipt of a RFP (Request for Proposal), or the start of due diligence through to the completion of contract signing or conversion, they are the 'Deal lead' for IMS. The VP Deal lead may provide support to multiple engagements simultaneously to ensure work is completed within pre-determined deadlines by managing his/her time appropriately. The VP Deal Lead will manage a team of Deal Analysts to lead smaller deals and support all activities required end to end on the team. Providing strategic direction and guidance to the team in terms of deals worked on. The VP Deal Lead will work with the Sector sales team to develop strategy for investment operations prospects and to identify cross sell opportunities. Also, the VP-Deal Lead will prepare client proposals and presentation materials and present at prospective client meetings and consultant meetings. To provide insight for solutions, the deal lead must develop in-depth knowledge of assigned project and/or product(s) by researching facets of the operation that are unclear and developing a concise picture of the current state. Throughout the service definition/due diligence phase the VP Deal Lead will be required to lead/attend client meetings, to agree business requirements, scope of services, maintain the project plans and provide support to the Project Lead and PMO, in researching and understanding the client requirements in greater depth. The deal lead should develop knowledge of other State Street products to recommend to their supervisor where they may be beneficial. This knowledge can be developed by meeting with product owners, performing research during down times, and as required in a client situation. The deal lead should develop knowledge of non-proprietary products being used in client organizations to determine how they can be leveraged or eliminated. The deal lead should develop multiple solutions for issues to provide options for middle office clients. This position will conduct brainstorming and planning sessions with team members to facilitate the generation of these ideas. As the pre-contract activities progress, the VP Deal Lead will assist in the documentation and mapping of operating models, Service Level Agreements (SLA) and Transition related documents and plans. The VP Deal Lead will provide support throughout the life cycle of the business and development of processes through to implementation, client conversion and business as usual. The deal lead will actively communicate the status of work with other team members to ensure that everyone involved is fully informed, and if necessary re-allocate work. What we value: These skills will help you succeed in this role: Client Relationship experience Project planning experience An understanding of processes and systems necessary to support investment operations (middle office experience an advantage) Experience in change management or system to system data conversion Understanding of data mapping between Investment systems an advantage Experience of managing and operating within a client environment. Education & Preferred Qualifications: Degree in finance, business, technology or equivalent business experience & qualifications Minimum of 5 years relevant professional experience gained in the asset management sector, including Investment operations and/or Client facing role Membership of a professional body preferred (e.g. CISI, ACA, CIMA, CFA) PC skills, including office applications (Word, Excel and Powerpoint) Project planning (MS-Project) scheduling and flowcharting software (MS- Visio) Visual basic / advanced excel / Access database skills an advantage Additional requirements: Strong analytical and communication skills. Presentable and credible in front of clients Candidate must be self-motivated, adaptable and show initiative. Good team member and be able to work well under pressure with rest of team Candidate must be self-assured and react well within critical deadline situations Requirement for business travel at short notice and flexible working hours: i.e. weekend working and extended hours on occasion, linked to client assignments and project deadlines. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at