The VP will join the Alternatives Capital Formation (ACF) real estate product specialist team in London and will support the ongoing fundraising, marketing, and client relations efforts for the real estate business. ACF is a global team with 100 professionals across 10 offices, including New York, London, Hong Kong, and Bengaluru. The team is responsible for Goldman Sachs (GS) Alternatives fundraising across private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, hedge funds, and liquid alternatives strategies. The ACF real estate team is responsible for RE go-to-market strategy, fundraising and the execution of all investor communications for GS real estate strategies. The VP will lead multiple projects and partner with GS real estate team across Europe, the U.S., and Asia, including the investment, sales, portfolio management, legal & compliance, and finance & operations teams. The main areas of responsibility for the role include: New Product Launches : Lead business development initiatives and strategic planning for new fund launches (including co-investments) Marketing Materials & Investor Communications : Work collaboratively with business leaders and various teams within GS real estate to create and maintain presentation materials, investor reporting, and other investor communications (e.g., webinars, video content, other investor memoranda) Investor Due Diligence : Oversee responses to investor queries and due diligence questionnaires, as well as manage all onsite and virtual due diligence sessions Competitor Landscape : Analyse market research and competitive intel to identify trends and market opportunities, and help develop potential product enhancements Investor Experience : Quarterback new vehicle negotiations and on-going LP problem solving in conjunction with the wider Sales and real estate teams Support Fundraising Team and Senior Leadership : Produce talking points, ad hoc presentations, and strategic projects, and participate in client pitches and investor conversations Product Knowledge : Become an expert on GS real estate funds and investments, including their investment objectives and performance characteristics Team Player : Serve as player-coach to analysts and associates and contribute to positive team culture Effectively articulate the role of real estate strategies within an investor's portfolio and explain to internal and external stakeholders the investment strategy This professional will have active involvement with the senior leaders and will support a highly productive team. Qualifications: Our people are our most valuable asset. They are highly skilled problem solvers who believe challenges represent opportunities. Together with the firm's entrepreneurial spirit, their unique passions and backgrounds contribute to a diverse, creative and vibrant environment. We are looking to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavours. 5+ years of prior experience in investor relations, preferably with real estate background or experience Highly motivated (a self-starter), intelligent, and demonstrated excellence in prior endeavours Candidate should be a team-oriented individual who thrives on challenge in a dynamic environment Strong work ethic and ability to multi-task and execute a wide range of assignments, to meet demanding deadlines Strategic thinker who can produce creative, compelling, detailed marketing materials, with the ability to interpret and present complex investment concepts in a simplistic manner Strong proficiency in PowerPoint, Word and Excel Excellent attention to detail and interpersonal and communication skills, both written and verbal Strong numerical and analytical skills and with ability to effectively communicate results Leadership skills and strong project management capabilities Desire to contribute to a positive culture and operate with integrity, motivation, and intellectual curiosity European language skills are beneficial The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by GS in its sole discretion.
Jan 24, 2025
Full time
The VP will join the Alternatives Capital Formation (ACF) real estate product specialist team in London and will support the ongoing fundraising, marketing, and client relations efforts for the real estate business. ACF is a global team with 100 professionals across 10 offices, including New York, London, Hong Kong, and Bengaluru. The team is responsible for Goldman Sachs (GS) Alternatives fundraising across private equity, private credit, real estate, infrastructure, growth equity, sustainability, secondaries, hedge funds, and liquid alternatives strategies. The ACF real estate team is responsible for RE go-to-market strategy, fundraising and the execution of all investor communications for GS real estate strategies. The VP will lead multiple projects and partner with GS real estate team across Europe, the U.S., and Asia, including the investment, sales, portfolio management, legal & compliance, and finance & operations teams. The main areas of responsibility for the role include: New Product Launches : Lead business development initiatives and strategic planning for new fund launches (including co-investments) Marketing Materials & Investor Communications : Work collaboratively with business leaders and various teams within GS real estate to create and maintain presentation materials, investor reporting, and other investor communications (e.g., webinars, video content, other investor memoranda) Investor Due Diligence : Oversee responses to investor queries and due diligence questionnaires, as well as manage all onsite and virtual due diligence sessions Competitor Landscape : Analyse market research and competitive intel to identify trends and market opportunities, and help develop potential product enhancements Investor Experience : Quarterback new vehicle negotiations and on-going LP problem solving in conjunction with the wider Sales and real estate teams Support Fundraising Team and Senior Leadership : Produce talking points, ad hoc presentations, and strategic projects, and participate in client pitches and investor conversations Product Knowledge : Become an expert on GS real estate funds and investments, including their investment objectives and performance characteristics Team Player : Serve as player-coach to analysts and associates and contribute to positive team culture Effectively articulate the role of real estate strategies within an investor's portfolio and explain to internal and external stakeholders the investment strategy This professional will have active involvement with the senior leaders and will support a highly productive team. Qualifications: Our people are our most valuable asset. They are highly skilled problem solvers who believe challenges represent opportunities. Together with the firm's entrepreneurial spirit, their unique passions and backgrounds contribute to a diverse, creative and vibrant environment. We are looking to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavours. 5+ years of prior experience in investor relations, preferably with real estate background or experience Highly motivated (a self-starter), intelligent, and demonstrated excellence in prior endeavours Candidate should be a team-oriented individual who thrives on challenge in a dynamic environment Strong work ethic and ability to multi-task and execute a wide range of assignments, to meet demanding deadlines Strategic thinker who can produce creative, compelling, detailed marketing materials, with the ability to interpret and present complex investment concepts in a simplistic manner Strong proficiency in PowerPoint, Word and Excel Excellent attention to detail and interpersonal and communication skills, both written and verbal Strong numerical and analytical skills and with ability to effectively communicate results Leadership skills and strong project management capabilities Desire to contribute to a positive culture and operate with integrity, motivation, and intellectual curiosity European language skills are beneficial The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by GS in its sole discretion.
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 24, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 24, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
You will need to login before you can apply for a job. Managing Consultant (Business Transformation) - 12 month contract About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The team Schroders' Business Transformation Solutions (BTS) team is Schroders' internal management consultancy function. The function provides Strategic Solutions to the entire Schroders Group, across a range of service lines such as strategy and business model design, target operating models, shaping & support for large-scale complex transformation, business architecture and people transformation. What you'll do As a Management Consultant in the BTS Team, you will be involved in a range of consultancy assignments and other activities which may include: Strategy & Business Model Design: Using strategy formation approaches to facilitate the definition of business strategies through working with relevant business stakeholders. Development of vision statements and business models for discrete business areas. Research initiated to address gaps in knowledge relating to a specific business issue. Target Operating Models: The creation of Target Operating Models (TOMs) for discrete business domains and functions, using standard Schroders methodology. Business analysis to support capability design, process analysis and organisational transformation. Change Management: Creation of business cases for initiatives under consideration, with the aim of concluding on the potential value add / cost-benefit analysis of embarking on that initiative. Shape, influence and play a key role in strategic initiatives. Strategic design oversight and advisory to the Steering Committee for projects / programmes of work with the aim of ensuring successful delivery and maintenance of strategic programme objectives. Collaborate with business and programme teams to clarify priorities, stakeholder management, design governance, and TOM implementation activities. Responsibilities of the role As a Managing Consultant in the Business Transformation Solutions team, you will be expected to: Lead the delivery of consulting assignments and/or play a key role on large / complex assignments. Build positive relationships with GMC / GMC-1 level stakeholders within the organisation. Operate as a role model for the rest of the Business Consultancy team through leading by example. Influence the agenda for the team through leading service proposition design, thought leadership and the injection of innovative ideas and ways of thinking. Challenge conventional wisdom and freely express your own opinion. The knowledge, experience and qualifications you need Over 5 years of experience in a (management) consultancy role, or as high-performing analyst in an investment management environment. Investment management experience gained primarily in Buy Side organisations, across a number of areas, such as: Different Investment business lines, such as Public Markets (e.g. Equities, Fixed Income, Multi-Asset), Private Markets (e.g. Private Equity, Real Estate, Private Debt) and Wealth Management. Key functions of an investment manager, e.g. Front, Middle and Back Office, Distribution, Product Development, Technology and Corporate Functions. Knowledge of the Investment Management value chain and end to end processes (client onboarding, product development, portfolio management, implementation, investment operations, fund administration, reporting, etc.).Experience working on large and complex consultancy assignments.Established track record of strategy development, operating model definition and large-scale change implementation.An understanding and experience of iterative delivery methodologies, such as Agile and Scaled Agile.Understanding of change management disciplines, processes and tools. The knowledge, experience and qualifications that will help Educated to a minimum of first / Bachelors degree. Professional or higher-level degree qualifications (e.g. CIMA, CFA). IMC. Relevant Change Management qualifications (e.g. Agile/Scrum, Prince II). What you'll be like Self-starters with ability to prioritise and manage own activities in the best interests of the organisation. Analytical, strategic thinkers who can digest large amounts of complex information, bring structure, and distil insights down to concise, clear outputs. Collaborative team players who want to succeed as part of a high performing team. Effective relationship builders, who can develop strong relationships across the whole organisation. Strong communicators, with the gravitas to present to C-suite and senior business and IT stakeholders. Empathetic and professional, with high EQ. Comfortable working with ambiguity and evolve to meet demands and challenges. Company As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion) of wealth and investments. We help them achieve their long-term financial goals - and make a positive impact in the world.
Jan 23, 2025
Full time
You will need to login before you can apply for a job. Managing Consultant (Business Transformation) - 12 month contract About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The team Schroders' Business Transformation Solutions (BTS) team is Schroders' internal management consultancy function. The function provides Strategic Solutions to the entire Schroders Group, across a range of service lines such as strategy and business model design, target operating models, shaping & support for large-scale complex transformation, business architecture and people transformation. What you'll do As a Management Consultant in the BTS Team, you will be involved in a range of consultancy assignments and other activities which may include: Strategy & Business Model Design: Using strategy formation approaches to facilitate the definition of business strategies through working with relevant business stakeholders. Development of vision statements and business models for discrete business areas. Research initiated to address gaps in knowledge relating to a specific business issue. Target Operating Models: The creation of Target Operating Models (TOMs) for discrete business domains and functions, using standard Schroders methodology. Business analysis to support capability design, process analysis and organisational transformation. Change Management: Creation of business cases for initiatives under consideration, with the aim of concluding on the potential value add / cost-benefit analysis of embarking on that initiative. Shape, influence and play a key role in strategic initiatives. Strategic design oversight and advisory to the Steering Committee for projects / programmes of work with the aim of ensuring successful delivery and maintenance of strategic programme objectives. Collaborate with business and programme teams to clarify priorities, stakeholder management, design governance, and TOM implementation activities. Responsibilities of the role As a Managing Consultant in the Business Transformation Solutions team, you will be expected to: Lead the delivery of consulting assignments and/or play a key role on large / complex assignments. Build positive relationships with GMC / GMC-1 level stakeholders within the organisation. Operate as a role model for the rest of the Business Consultancy team through leading by example. Influence the agenda for the team through leading service proposition design, thought leadership and the injection of innovative ideas and ways of thinking. Challenge conventional wisdom and freely express your own opinion. The knowledge, experience and qualifications you need Over 5 years of experience in a (management) consultancy role, or as high-performing analyst in an investment management environment. Investment management experience gained primarily in Buy Side organisations, across a number of areas, such as: Different Investment business lines, such as Public Markets (e.g. Equities, Fixed Income, Multi-Asset), Private Markets (e.g. Private Equity, Real Estate, Private Debt) and Wealth Management. Key functions of an investment manager, e.g. Front, Middle and Back Office, Distribution, Product Development, Technology and Corporate Functions. Knowledge of the Investment Management value chain and end to end processes (client onboarding, product development, portfolio management, implementation, investment operations, fund administration, reporting, etc.).Experience working on large and complex consultancy assignments.Established track record of strategy development, operating model definition and large-scale change implementation.An understanding and experience of iterative delivery methodologies, such as Agile and Scaled Agile.Understanding of change management disciplines, processes and tools. The knowledge, experience and qualifications that will help Educated to a minimum of first / Bachelors degree. Professional or higher-level degree qualifications (e.g. CIMA, CFA). IMC. Relevant Change Management qualifications (e.g. Agile/Scrum, Prince II). What you'll be like Self-starters with ability to prioritise and manage own activities in the best interests of the organisation. Analytical, strategic thinkers who can digest large amounts of complex information, bring structure, and distil insights down to concise, clear outputs. Collaborative team players who want to succeed as part of a high performing team. Effective relationship builders, who can develop strong relationships across the whole organisation. Strong communicators, with the gravitas to present to C-suite and senior business and IT stakeholders. Empathetic and professional, with high EQ. Comfortable working with ambiguity and evolve to meet demands and challenges. Company As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion) of wealth and investments. We help them achieve their long-term financial goals - and make a positive impact in the world.
Goldman Sachs Asset & Wealth Management - Investment Grade Trader - London - Associate Opportunity Overview CORPORATE TITLE: Associate OFFICE LOCATION(S): London JOB FUNCTION: Trading DIVISION: Asset & Wealth Management Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. The Global Fixed Income team is seeking an Investment Grade trader at the Analyst/Associate level based in London. The successful candidate will be an integral part of the trading/portfolio management team and will help to manage the investment grade credit allocation across various portfolios/strategy types. HOW YOU WILL FULFILL YOUR POTENTIAL: Working with credit portfolio managers and research analysts to identify value within the investment grade corporate market Identifying and implementing security selection and relative value opportunities Working with both credit and client portfolio managers to build and monitor credit risk in portfolios, including management of cash flows Developing and maintaining sell-side trading and syndicate relationships Recommending, allocating, and executing trades Maintaining and improving various trading tools and the accuracy of the data they employ Qualifications: 2+ years of trading and/or sales & trading experience Experience in relevant markets An understanding of markets and a keen interest in fixed income and credit Must possess quantitative and analytical skills with a strong attention to detail Strong work ethic Asset management experience an advantage but not essential ABOUT GOLDMAN SACHS: At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Jan 23, 2025
Full time
Goldman Sachs Asset & Wealth Management - Investment Grade Trader - London - Associate Opportunity Overview CORPORATE TITLE: Associate OFFICE LOCATION(S): London JOB FUNCTION: Trading DIVISION: Asset & Wealth Management Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets, and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. The Global Fixed Income team is seeking an Investment Grade trader at the Analyst/Associate level based in London. The successful candidate will be an integral part of the trading/portfolio management team and will help to manage the investment grade credit allocation across various portfolios/strategy types. HOW YOU WILL FULFILL YOUR POTENTIAL: Working with credit portfolio managers and research analysts to identify value within the investment grade corporate market Identifying and implementing security selection and relative value opportunities Working with both credit and client portfolio managers to build and monitor credit risk in portfolios, including management of cash flows Developing and maintaining sell-side trading and syndicate relationships Recommending, allocating, and executing trades Maintaining and improving various trading tools and the accuracy of the data they employ Qualifications: 2+ years of trading and/or sales & trading experience Experience in relevant markets An understanding of markets and a keen interest in fixed income and credit Must possess quantitative and analytical skills with a strong attention to detail Strong work ethic Asset management experience an advantage but not essential ABOUT GOLDMAN SACHS: At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
This is your opportunity to make a real impact by providing innovative solutions to improve our healthcare systems and join one of the leading healthcare strategy teams. We are a fast-growing management consulting and data science company dedicated to innovation in healthcare. We work across the entire healthcare industry including health systems and life sciences companies, as well as working with health investors and their portfolio companies. We inspire clients to make change happen and improve health outcomes. We support our people to be courageous in doing the right thing. Our strategic intent We are focused on building the leading consulting company dedicated to the health sector. We serve the entire sector including healthcare systems (providers, payors, regulators), life sciences (pharma, biotech, devices, and diagnostics), health investing, health tech (data, digital and apps) and the wider suppliers to the sector (infrastructure, consumables and supporting services). Our clients include public sector organisations, private sector companies and investors. We help organisations to improve population health and the effectiveness of life sciences and healthcare through understanding their aspirations, helping them to identify the opportunities to create value, spotting and applying innovation in practice, adopting best-in-class management approaches and providing hands-on support to deliver improvements. Our consulting is renowned for its use of data and the insights this creates. We have access to more UK healthcare data than any other company and are expert in its safe use for delivering healthcare, improving health, managing services, supporting uptake of innovation, undertaking research, and generating evidence. Our access to data and our engineering and data science capabilities supports our consulting, and they are also available for direct client services including in multidisciplinary teams. We are growing a team of expert consultants who want to be at the leading edge of the profession and who have a passion for health. With structured career development from Analyst to Partner in a model of apprenticeship, mentorship, and formal training alongside opportunities to work in industry we are cultivating the leaders of the future. About the role Join our team as Senior Manager with deep healthcare expertise, ideally with a track record of leading strategic transformation programs within the NHS. You will play a vital role in shaping and executing impactful, high-level changes across the healthcare landscape, working alongside some of the industry's most respected thought leaders, including former NHS executives and top consultants with extensive experience in healthcare innovation. As part of our collaborative team, you will partner with leading healthcare institutions to address today's most pressing health and wellbeing challenges. In this strategic role, your insights and leadership will be crucial in crafting solutions to complex problems, delivering sustainable improvements, and advancing population health outcomes. Your responsibilities will include, but not limited to: Leading client engagements from strategy development to end-to-end deliverable creation. Lead on business development activities including opportunity identification/qualification and proposal development/presentation. Support practice building efforts such as recruitment, mentoring and contributing to performance management and training. Build and sustain trusted senior client relationships in the C-suite by remaining highly attuned to client needs and styles. Planning and leading the delivery of quality work. Developing clear, persuasive, and concise documents for Executive audiences. Continuous Learning: proactively developing your own skills, seeking feedback, building knowledge, and sharing your insight with colleagues, staying updated with industry trends and best practices. Flexible working We embrace a hybrid working model, combining the best of remote and in-person collaboration. Our consulting team are together in person at least four days a week with flexibility to be in the office between our core hours of 10-4pm. Our commitment to Diversity & Inclusion We are committed to building an inclusive and supportive culture where diversity thrives, and all our people can excel. We only recruit, promote and reward our people based on their skills and contribution, without regard to gender, race, disability, religion, nationality, ethnicity, sexual orientation, age, marital status, or other characteristics. We are Disability Confident Accredited, and we want you to feel comfortable and able to perform at your best in the recruitment process, if you require any reasonable adjustments for any part of the recruitment process, please let us know. About us CF is dedicated to improving healthcare through working with health systems and the life sciences industry. We offer clients consulting and data services and products. Our work with health systems includes work with public and private providers of all kinds of care as well as their commissioners and regulators. We work at every level including national, regional, place and local level. We support health systems on critical strategic, performance and organisational issues to deliver the best outcomes for the populations they serve. Our work with the life sciences industry includes pharmaceutical and biotech companies as well as medical devices, diagnostics, and health tech companies as well as their investors. We support the life sciences industry in the uptake of innovation including access, pathway transformation, and use of data & digital, and how they partner with health systems to improve patient outcomes.
Jan 23, 2025
Full time
This is your opportunity to make a real impact by providing innovative solutions to improve our healthcare systems and join one of the leading healthcare strategy teams. We are a fast-growing management consulting and data science company dedicated to innovation in healthcare. We work across the entire healthcare industry including health systems and life sciences companies, as well as working with health investors and their portfolio companies. We inspire clients to make change happen and improve health outcomes. We support our people to be courageous in doing the right thing. Our strategic intent We are focused on building the leading consulting company dedicated to the health sector. We serve the entire sector including healthcare systems (providers, payors, regulators), life sciences (pharma, biotech, devices, and diagnostics), health investing, health tech (data, digital and apps) and the wider suppliers to the sector (infrastructure, consumables and supporting services). Our clients include public sector organisations, private sector companies and investors. We help organisations to improve population health and the effectiveness of life sciences and healthcare through understanding their aspirations, helping them to identify the opportunities to create value, spotting and applying innovation in practice, adopting best-in-class management approaches and providing hands-on support to deliver improvements. Our consulting is renowned for its use of data and the insights this creates. We have access to more UK healthcare data than any other company and are expert in its safe use for delivering healthcare, improving health, managing services, supporting uptake of innovation, undertaking research, and generating evidence. Our access to data and our engineering and data science capabilities supports our consulting, and they are also available for direct client services including in multidisciplinary teams. We are growing a team of expert consultants who want to be at the leading edge of the profession and who have a passion for health. With structured career development from Analyst to Partner in a model of apprenticeship, mentorship, and formal training alongside opportunities to work in industry we are cultivating the leaders of the future. About the role Join our team as Senior Manager with deep healthcare expertise, ideally with a track record of leading strategic transformation programs within the NHS. You will play a vital role in shaping and executing impactful, high-level changes across the healthcare landscape, working alongside some of the industry's most respected thought leaders, including former NHS executives and top consultants with extensive experience in healthcare innovation. As part of our collaborative team, you will partner with leading healthcare institutions to address today's most pressing health and wellbeing challenges. In this strategic role, your insights and leadership will be crucial in crafting solutions to complex problems, delivering sustainable improvements, and advancing population health outcomes. Your responsibilities will include, but not limited to: Leading client engagements from strategy development to end-to-end deliverable creation. Lead on business development activities including opportunity identification/qualification and proposal development/presentation. Support practice building efforts such as recruitment, mentoring and contributing to performance management and training. Build and sustain trusted senior client relationships in the C-suite by remaining highly attuned to client needs and styles. Planning and leading the delivery of quality work. Developing clear, persuasive, and concise documents for Executive audiences. Continuous Learning: proactively developing your own skills, seeking feedback, building knowledge, and sharing your insight with colleagues, staying updated with industry trends and best practices. Flexible working We embrace a hybrid working model, combining the best of remote and in-person collaboration. Our consulting team are together in person at least four days a week with flexibility to be in the office between our core hours of 10-4pm. Our commitment to Diversity & Inclusion We are committed to building an inclusive and supportive culture where diversity thrives, and all our people can excel. We only recruit, promote and reward our people based on their skills and contribution, without regard to gender, race, disability, religion, nationality, ethnicity, sexual orientation, age, marital status, or other characteristics. We are Disability Confident Accredited, and we want you to feel comfortable and able to perform at your best in the recruitment process, if you require any reasonable adjustments for any part of the recruitment process, please let us know. About us CF is dedicated to improving healthcare through working with health systems and the life sciences industry. We offer clients consulting and data services and products. Our work with health systems includes work with public and private providers of all kinds of care as well as their commissioners and regulators. We work at every level including national, regional, place and local level. We support health systems on critical strategic, performance and organisational issues to deliver the best outcomes for the populations they serve. Our work with the life sciences industry includes pharmaceutical and biotech companies as well as medical devices, diagnostics, and health tech companies as well as their investors. We support the life sciences industry in the uptake of innovation including access, pathway transformation, and use of data & digital, and how they partner with health systems to improve patient outcomes.
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 23, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 23, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 23, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 23, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 23, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
This is your opportunity to make a real impact by providing innovative solutions to improve our healthcare systems and join one of the leading healthcare strategy teams. We are a fast-growing management consulting and data science company dedicated to innovation in healthcare. We work across the entire healthcare industry including health systems and life sciences companies, as well as working with health investors and their portfolio companies. We inspire clients to make change happen and improve health outcomes. We support our people to be courageous in doing the right thing. Our strategic intent We are focused on building the leading consulting company dedicated to the health sector. We serve the entire sector including healthcare systems (providers, payors, regulators), life sciences (pharma, biotech, devices, and diagnostics), health investing, health tech (data, digital and apps) and the wider suppliers to the sector (infrastructure, consumables and supporting services). Our clients include public sector organisations, private sector companies and investors. We help organisations to improve population health and the effectiveness of life sciences and healthcare through understanding their aspirations, helping them to identify the opportunities to create value, spotting and applying innovation in practice, adopting best-in-class management approaches and providing hands-on support to deliver improvements. Our consulting is renowned for its use of data and the insights this creates. We have access to more UK healthcare data than any other company and are expert in its safe use for delivering healthcare, improving health, managing services, supporting uptake of innovation, undertaking research, and generating evidence. Our access to data and our engineering and data science capabilities supports our consulting, and they are also available for direct client services including in multidisciplinary teams. We are growing a team of expert consultants who want to be at the leading edge of the profession and who have a passion for health. With structured career development from Analyst to Partner in a model of apprenticeship, mentorship, and formal training alongside opportunities to work in industry we are cultivating the leaders of the future. We support future leaders to grow and develop their own unique focus that builds on their expertise, our capabilities and creates value for our clients. Minimum Qualifications: Experience leading technical workstreams and teams within projects and small to large programmes. Significant experience in technical consulting, digital transformation, technology delivery and client servicing in the Healthcare and/or Life Sciences industry. Data Science background with experience interpreting large data sets. Strong coding abilities in Python and the ability to quality assure the work of others. Ability to think strategically and develop comprehensive technical plans to address complex healthcare challenges. Strong project management skills, including multitasking, resource management, and delivering successful outcomes. Proficiency in data analysis, with the ability to collect, interpret, and leverage complex data sets for informed decision-making. Exceptional leadership abilities, with the capacity to inspire and mentor team members for high-performance results. Excellent communication and interpersonal skills to establish and nurture client relationships. Strong business development acumen, including identifying new opportunities and contributing to organizational growth. Commitment to continuous learning and staying updated with industry trends and best practices. Encourage the adoption of best practices in software development, including coding standards, version control, and testing methodologies, to enhance the overall efficiency and quality of the development process. Identify, compare, select and implement technology solutions to meet current and future needs. Willingness and ability to travel. Educated to a degree level (or equivalent experience). Responsibilities: Manage and lead problem solving for entire engagement, breaking projects down into manageable workstreams as appropriate to team members. Act as a technical point of contact for issue resolution, guiding the team in troubleshooting and solving complex technical problems that may arise during development. Own the development of technical roadmaps and project plans, assisting in the estimation of effort and timelines for successful project delivery. Plan problem solving meetings with leadership to make best use of time on behalf of whole team. Effectively assign tasks to team members based on their strengths, expertise, and development goals, optimizing the distribution of workload and ensuring a balanced team effort. Develop the capacity to manage competing demands within projects and other areas of work. Oversee the delivery of high quality, client ready end products from beginning to end. Own the day-to-day management of client interactions for your project teams. Support your project teams to address concerns and solve issues in delivery. Build constructive relationships with individuals from previous, existing and new clients, including engaging clients in discussion of future requirements. Identify new opportunities with existing clients and support positioning CF in an optimal way to secure revenue. Significantly contribute technically to the development of high-quality proposals for existing and new clients, and support responses to competitive tenders. Create effective team working internal to CF and with clients. Create and maintain overall technology standards and practices and ensure adherence in-line with regulatory standards, data protection and NHS Digital Solution Standards. Flexible working We embrace a hybrid working model, combining the best of remote and in-person collaboration. Our consulting team are together in person at least four days a week with flexibility to be in the office between our core hours of 10-4pm. Our default approach is to be in-person with our clients. In addition, up to four weeks a year each member of staff can work entirely virtually. Our commitment to Diversity & Inclusion We are committed to building an inclusive and supportive culture where diversity thrives, and all our people can excel. We only recruit, promote and reward our people based on their skills and contribution, without regard to gender, race, disability, religion, nationality, ethnicity, sexual orientation, age, marital status, or other characteristics. We are Disability Confident Accredited, and we want you to feel comfortable and able to perform at your best in the recruitment process, if you require any reasonable adjustments for any part of the recruitment process, please let us know. About us CF is dedicated to improving healthcare through working with health systems and the life sciences industry. We offer clients consulting and data services and products. Our work with health systems includes work with public and private providers of all kinds of care as well as their commissioners and regulators. We work at every level including national, regional, place and local level. We support health systems on critical strategic, performance and organisational issues to deliver the best outcomes for the populations they serve. Our work with the life sciences industry includes pharmaceutical and biotech companies as well as medical devices, diagnostics, and health tech companies as well as their investors. We support the life sciences industry in the uptake of innovation including access, pathway transformation, and use of data & digital, and how they partner with health systems to improve patient outcomes.
Jan 23, 2025
Full time
This is your opportunity to make a real impact by providing innovative solutions to improve our healthcare systems and join one of the leading healthcare strategy teams. We are a fast-growing management consulting and data science company dedicated to innovation in healthcare. We work across the entire healthcare industry including health systems and life sciences companies, as well as working with health investors and their portfolio companies. We inspire clients to make change happen and improve health outcomes. We support our people to be courageous in doing the right thing. Our strategic intent We are focused on building the leading consulting company dedicated to the health sector. We serve the entire sector including healthcare systems (providers, payors, regulators), life sciences (pharma, biotech, devices, and diagnostics), health investing, health tech (data, digital and apps) and the wider suppliers to the sector (infrastructure, consumables and supporting services). Our clients include public sector organisations, private sector companies and investors. We help organisations to improve population health and the effectiveness of life sciences and healthcare through understanding their aspirations, helping them to identify the opportunities to create value, spotting and applying innovation in practice, adopting best-in-class management approaches and providing hands-on support to deliver improvements. Our consulting is renowned for its use of data and the insights this creates. We have access to more UK healthcare data than any other company and are expert in its safe use for delivering healthcare, improving health, managing services, supporting uptake of innovation, undertaking research, and generating evidence. Our access to data and our engineering and data science capabilities supports our consulting, and they are also available for direct client services including in multidisciplinary teams. We are growing a team of expert consultants who want to be at the leading edge of the profession and who have a passion for health. With structured career development from Analyst to Partner in a model of apprenticeship, mentorship, and formal training alongside opportunities to work in industry we are cultivating the leaders of the future. We support future leaders to grow and develop their own unique focus that builds on their expertise, our capabilities and creates value for our clients. Minimum Qualifications: Experience leading technical workstreams and teams within projects and small to large programmes. Significant experience in technical consulting, digital transformation, technology delivery and client servicing in the Healthcare and/or Life Sciences industry. Data Science background with experience interpreting large data sets. Strong coding abilities in Python and the ability to quality assure the work of others. Ability to think strategically and develop comprehensive technical plans to address complex healthcare challenges. Strong project management skills, including multitasking, resource management, and delivering successful outcomes. Proficiency in data analysis, with the ability to collect, interpret, and leverage complex data sets for informed decision-making. Exceptional leadership abilities, with the capacity to inspire and mentor team members for high-performance results. Excellent communication and interpersonal skills to establish and nurture client relationships. Strong business development acumen, including identifying new opportunities and contributing to organizational growth. Commitment to continuous learning and staying updated with industry trends and best practices. Encourage the adoption of best practices in software development, including coding standards, version control, and testing methodologies, to enhance the overall efficiency and quality of the development process. Identify, compare, select and implement technology solutions to meet current and future needs. Willingness and ability to travel. Educated to a degree level (or equivalent experience). Responsibilities: Manage and lead problem solving for entire engagement, breaking projects down into manageable workstreams as appropriate to team members. Act as a technical point of contact for issue resolution, guiding the team in troubleshooting and solving complex technical problems that may arise during development. Own the development of technical roadmaps and project plans, assisting in the estimation of effort and timelines for successful project delivery. Plan problem solving meetings with leadership to make best use of time on behalf of whole team. Effectively assign tasks to team members based on their strengths, expertise, and development goals, optimizing the distribution of workload and ensuring a balanced team effort. Develop the capacity to manage competing demands within projects and other areas of work. Oversee the delivery of high quality, client ready end products from beginning to end. Own the day-to-day management of client interactions for your project teams. Support your project teams to address concerns and solve issues in delivery. Build constructive relationships with individuals from previous, existing and new clients, including engaging clients in discussion of future requirements. Identify new opportunities with existing clients and support positioning CF in an optimal way to secure revenue. Significantly contribute technically to the development of high-quality proposals for existing and new clients, and support responses to competitive tenders. Create effective team working internal to CF and with clients. Create and maintain overall technology standards and practices and ensure adherence in-line with regulatory standards, data protection and NHS Digital Solution Standards. Flexible working We embrace a hybrid working model, combining the best of remote and in-person collaboration. Our consulting team are together in person at least four days a week with flexibility to be in the office between our core hours of 10-4pm. Our default approach is to be in-person with our clients. In addition, up to four weeks a year each member of staff can work entirely virtually. Our commitment to Diversity & Inclusion We are committed to building an inclusive and supportive culture where diversity thrives, and all our people can excel. We only recruit, promote and reward our people based on their skills and contribution, without regard to gender, race, disability, religion, nationality, ethnicity, sexual orientation, age, marital status, or other characteristics. We are Disability Confident Accredited, and we want you to feel comfortable and able to perform at your best in the recruitment process, if you require any reasonable adjustments for any part of the recruitment process, please let us know. About us CF is dedicated to improving healthcare through working with health systems and the life sciences industry. We offer clients consulting and data services and products. Our work with health systems includes work with public and private providers of all kinds of care as well as their commissioners and regulators. We work at every level including national, regional, place and local level. We support health systems on critical strategic, performance and organisational issues to deliver the best outcomes for the populations they serve. Our work with the life sciences industry includes pharmaceutical and biotech companies as well as medical devices, diagnostics, and health tech companies as well as their investors. We support the life sciences industry in the uptake of innovation including access, pathway transformation, and use of data & digital, and how they partner with health systems to improve patient outcomes.
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 22, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 22, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 22, 2025
Full time
The Opportunity: As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm's capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher's capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader. The Day-to-Day: Create content, analysis, and research materials for institutional investors regarding Fisher's views on current events, market outlook and portfolio positioning Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.) Familiarise yourself with the history of Fisher's complete lineup of strategies and use this information to provide insights Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher's top-down process Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 3 years of professional experience Comfortability with parsing data from multiple information sources to deliver compelling content Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions Experience writing on capital markets topics, particularly thematic or topical white papers Proficient in Microsoft Office software, particularly Excel Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
OVERVIEW: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint's proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at Insights team biographies . WHAT YOU'LL DO: Work and liaison closely with Global Heads of Research, across multiple asset classes, to effectively identify and execute content for EMEA clients. Liaise with and report to global leadership on the EMEA library coverage universe. Maintain a seamless coverage universe and address any gaps in conjunction with the existing team. Direct the team in terms of market trends and research approach angles to ensure the relevancy of the topic/content coverage. Identify and flag topics of potential teams for content creation in the EMEA region, based on: Monitor a coverage universe of public and private companies within a specific sector, across multiple asset classes and structures. Track key industry trends, material news flows, earnings releases, investor presentations, and research in key coverage markets. Identify and maintain a robust pipeline of company and industry-specific topics - generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics, and other investment narratives. Work with outreach teams to formulate, design product marketing and thematic research and other outreach campaigns to ensure relevant content is disseminated to appropriate clients.Champion relevant and appropriate content and activities to clients and prospects in the EMEA region.Maintain proactive communication channels with clients and prospects with the goal of increasing platform engagement.Lead business development efforts to expand client portfolio; ensure effective presentation of library and coverage to prospects and existing clients.In collaboration with business development teams, develop tools and collaterals that will increase utilization of the Insights products; Attend prospect/client meetings to support sales and CRM teams.Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients.Review moderator's teleconference transcripts' quality of content; standards and quality of expert recruitment network; monitor and address content quality and quantity requirements, as needed.Ensure Guidepoint compliance policies and custom client compliance protocols are adhered to. WHAT YOU HAVE: Master's degree 12+ years of work experience at financial services, buy-side institutions, or research firm with a focus on EMEA markets. Coverage or Knowledge of Global Markets will be a plus. Understanding of the institutional buy-side / sell-side research and investing workflows in the EMEA region Experience in dealing with portfolio managers at hedge funds, institutional asset managers preferred. Ability to work in a fast-paced entrepreneurial environment; Effective time management and organizational skills. Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn. Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals. Fluent in English, both written and verbal. WHAT WE HAVE: Competitive salary, bonus and benefits Excellent medical coverage through BUPA Excellent professional development opportunities Supportive culture that celebrates and rewards success Friday happy hour and "Summer Fridays" Year round company sponsored sports and team building events Informal work environment Employee Assistance Programs Volunteer days All applicants must have the right to work in the UK. ABOUT GUIDEPOINT: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.5 million experts, and Guidepoint's 1,300 employees worldwide we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
Jan 22, 2025
Full time
OVERVIEW: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint's proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at Insights team biographies . WHAT YOU'LL DO: Work and liaison closely with Global Heads of Research, across multiple asset classes, to effectively identify and execute content for EMEA clients. Liaise with and report to global leadership on the EMEA library coverage universe. Maintain a seamless coverage universe and address any gaps in conjunction with the existing team. Direct the team in terms of market trends and research approach angles to ensure the relevancy of the topic/content coverage. Identify and flag topics of potential teams for content creation in the EMEA region, based on: Monitor a coverage universe of public and private companies within a specific sector, across multiple asset classes and structures. Track key industry trends, material news flows, earnings releases, investor presentations, and research in key coverage markets. Identify and maintain a robust pipeline of company and industry-specific topics - generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics, and other investment narratives. Work with outreach teams to formulate, design product marketing and thematic research and other outreach campaigns to ensure relevant content is disseminated to appropriate clients.Champion relevant and appropriate content and activities to clients and prospects in the EMEA region.Maintain proactive communication channels with clients and prospects with the goal of increasing platform engagement.Lead business development efforts to expand client portfolio; ensure effective presentation of library and coverage to prospects and existing clients.In collaboration with business development teams, develop tools and collaterals that will increase utilization of the Insights products; Attend prospect/client meetings to support sales and CRM teams.Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients.Review moderator's teleconference transcripts' quality of content; standards and quality of expert recruitment network; monitor and address content quality and quantity requirements, as needed.Ensure Guidepoint compliance policies and custom client compliance protocols are adhered to. WHAT YOU HAVE: Master's degree 12+ years of work experience at financial services, buy-side institutions, or research firm with a focus on EMEA markets. Coverage or Knowledge of Global Markets will be a plus. Understanding of the institutional buy-side / sell-side research and investing workflows in the EMEA region Experience in dealing with portfolio managers at hedge funds, institutional asset managers preferred. Ability to work in a fast-paced entrepreneurial environment; Effective time management and organizational skills. Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn. Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals. Fluent in English, both written and verbal. WHAT WE HAVE: Competitive salary, bonus and benefits Excellent medical coverage through BUPA Excellent professional development opportunities Supportive culture that celebrates and rewards success Friday happy hour and "Summer Fridays" Year round company sponsored sports and team building events Informal work environment Employee Assistance Programs Volunteer days All applicants must have the right to work in the UK. ABOUT GUIDEPOINT: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.5 million experts, and Guidepoint's 1,300 employees worldwide we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
Who are we? Ki is the biggest global insurance tech company you've never heard of, unless you've been looking to insure a satellite, wind farm or music festival recently. Having written over $877m in gross written premium in 2023, we've achieved significant growth since our beginnings in 2021. Our investors were excited about the fact we were revolutionising the way a 333 year-old industry was working. Together with partners at Google and UCL we developed Ki and created a platform that helps insurance brokers place risk in a fast and frictionless way. We're continuing to lead the charge on the digitisation of this market and we need more excellent minds to work with us to realise this goal and create more opportunities. We're looking for a Senior Product Manager to own the roadmap for key capabilities that power our decision making - the algorithm. In this role you will help shape the direction of Ki's algorithm capabilities and ensure that this is tied to tangible business outcomes by liaising closely with stakeholders and building strong relationships across the business. You'll need to harness your own skills and those of the squad to creatively derive solutions to unique challenges, many of which are yet to be solved in insurance. You will work closely with our data scientists, analysts, and algorithm engineers to build pioneering technology and capabilities that assess risk and manage our portfolios - both of which are critical to Ki's long-term success. The key role accountabilities include: Effective Product Discovery: Employ your strong product skillset to identify the best problems to solve, ideate effective solutions, and chart a path to delivery in tandem with user research, engineering, and other stakeholders. Prioritise your squad's workstack: With a bias for robust, data-driven reasoning, prioritise the right work at the right time - and ensure that the process has been collaborative and clear to others. Support Product Delivery: Encourage effective delivery by practicing and advocating for Product/Engineering best-practice inside and outside the squad. As a rule, we employ the Scrum framework at Ki. Articulate the commercial value of the roadmap: Leverage deep commercial understanding, both in terms of how Ki operates and the market opportunity we're seeking to capitalise on, to communicate the value of the work we do. Manage stakeholders: Drive the discussion, with stakeholders across the business, of which algorithmic capabilities will most meaningfully move the business towards its goals. Ensure that this strategy dovetails with the broader algorithm, underwriting, and technology horizons. Work with the Product Management community: Engage openly with the broader Product organisation to identify opportunities for cross-benefit and mitigate against dependencies where possible. Communicate effectively: Proactively communicate the details of work with stakeholders in Portfolio Management and Underwriting, ensuring that algorithm approach and impact is well-understood. Our culture: Inclusion & Diversity is at the heart of our business at Ki. We recognise that diversity in age, race, gender, ethnicity, sexual orientation, physical ability, thought and social background bring richness to our working environment. No matter who you are, where you're from, how you think, or who you love, we believe you should be you. You'll get a highly competitive remuneration and benefits package. This is kept under constant review to make sure it stays relevant. We understand the power of saying thank you and take time to acknowledge and reward extraordinary effort by teams or individuals. Ki Values: Know Your Customer: Put yourself in their shoes. Understand and balance the different needs of our customers, acting with integrity and empathy to create something excellent. Grow Together: Empower each other to succeed. Recognise the work of our teams, while celebrating individual success. Embrace diverse perspectives so we can develop and grow together. Be Courageous: Think big, push boundaries. Don't be afraid to fail because that's how we learn. Test, adapt, improve - always strive to be better. If this sounds like a role and a culture that appeals to you, apply now!
Jan 22, 2025
Full time
Who are we? Ki is the biggest global insurance tech company you've never heard of, unless you've been looking to insure a satellite, wind farm or music festival recently. Having written over $877m in gross written premium in 2023, we've achieved significant growth since our beginnings in 2021. Our investors were excited about the fact we were revolutionising the way a 333 year-old industry was working. Together with partners at Google and UCL we developed Ki and created a platform that helps insurance brokers place risk in a fast and frictionless way. We're continuing to lead the charge on the digitisation of this market and we need more excellent minds to work with us to realise this goal and create more opportunities. We're looking for a Senior Product Manager to own the roadmap for key capabilities that power our decision making - the algorithm. In this role you will help shape the direction of Ki's algorithm capabilities and ensure that this is tied to tangible business outcomes by liaising closely with stakeholders and building strong relationships across the business. You'll need to harness your own skills and those of the squad to creatively derive solutions to unique challenges, many of which are yet to be solved in insurance. You will work closely with our data scientists, analysts, and algorithm engineers to build pioneering technology and capabilities that assess risk and manage our portfolios - both of which are critical to Ki's long-term success. The key role accountabilities include: Effective Product Discovery: Employ your strong product skillset to identify the best problems to solve, ideate effective solutions, and chart a path to delivery in tandem with user research, engineering, and other stakeholders. Prioritise your squad's workstack: With a bias for robust, data-driven reasoning, prioritise the right work at the right time - and ensure that the process has been collaborative and clear to others. Support Product Delivery: Encourage effective delivery by practicing and advocating for Product/Engineering best-practice inside and outside the squad. As a rule, we employ the Scrum framework at Ki. Articulate the commercial value of the roadmap: Leverage deep commercial understanding, both in terms of how Ki operates and the market opportunity we're seeking to capitalise on, to communicate the value of the work we do. Manage stakeholders: Drive the discussion, with stakeholders across the business, of which algorithmic capabilities will most meaningfully move the business towards its goals. Ensure that this strategy dovetails with the broader algorithm, underwriting, and technology horizons. Work with the Product Management community: Engage openly with the broader Product organisation to identify opportunities for cross-benefit and mitigate against dependencies where possible. Communicate effectively: Proactively communicate the details of work with stakeholders in Portfolio Management and Underwriting, ensuring that algorithm approach and impact is well-understood. Our culture: Inclusion & Diversity is at the heart of our business at Ki. We recognise that diversity in age, race, gender, ethnicity, sexual orientation, physical ability, thought and social background bring richness to our working environment. No matter who you are, where you're from, how you think, or who you love, we believe you should be you. You'll get a highly competitive remuneration and benefits package. This is kept under constant review to make sure it stays relevant. We understand the power of saying thank you and take time to acknowledge and reward extraordinary effort by teams or individuals. Ki Values: Know Your Customer: Put yourself in their shoes. Understand and balance the different needs of our customers, acting with integrity and empathy to create something excellent. Grow Together: Empower each other to succeed. Recognise the work of our teams, while celebrating individual success. Embrace diverse perspectives so we can develop and grow together. Be Courageous: Think big, push boundaries. Don't be afraid to fail because that's how we learn. Test, adapt, improve - always strive to be better. If this sounds like a role and a culture that appeals to you, apply now!
Associate Director - Long Income Origination Associate Director - Long Income Origination Apply locations London (UK) posted on Posted 30+ Days Ago job requisition id R-148028 Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered. Associate Director - Long Income Origination This is a great job for someone who has a solid understanding and track record in long lease property investments (reversionary long leases, income strips, commercial ground rent structures). A bit about the job: In this role, you will identify and progress investment opportunities across our Long Income Funds by collaborating with the Fund Management, Origination, Asset Management, and Research teams. You will foster positive relationships with collaborators such as public sector entities, investment agents, real estate investors, fund valuers, lawyers, construction professionals, and managing agents. Your role involves finding and managing investment acquisitions, financial structuring, and development funding for Long Income Strategies. You will lead the end-to-end transaction process for acquisitions. Supporting analysts with financial modelling, you will assess the strategic fit and relative value of new investment opportunities. You will ensure that internal documentation is prepared to a high standard to secure the vital approvals and own the due diligence process to successfully complete the origination and transaction processes. Skills and experience we're looking for: Experience in development funding through project finance or long lease property investment. Proficient in commercial negotiation and driven to find effective solutions. Effective collaboration with market counterparties and public sector entities. Experience in investment acquisition processes and compliance. Degree in Real Estate, Economics, or Finance alongside professional qualifications (RICS, CFA, Accountancy) preferred. What you'll get for this role: Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in. Eligibility for annual performance bonus. Family friendly parental and carer's leave. Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days. Up to 40% discount for Aviva products. Brilliant flexible benefits including electric cars. Aviva Matching Share Plan and Save As You Earn scheme. 21 volunteering hours per year. In this role you'll be 'Certified' under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). This means that we'll need to complete some regulatory background checks on you before you take up your role and we'll need to ask you some questions on an annual basis to make sure you remain 'fit and proper' and competent to carry out your role. We'll provide training on what holding a SMCR role means when you join us and annually thereafter. Aviva is for everyone: We're inclusive and welcome everyone - we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don't, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working - spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues. To find out more about working at Aviva take a look here. We'd love it if you could submit your application online. If you require an alternative method of applying, send an email to
Jan 22, 2025
Full time
Associate Director - Long Income Origination Associate Director - Long Income Origination Apply locations London (UK) posted on Posted 30+ Days Ago job requisition id R-148028 Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered. Associate Director - Long Income Origination This is a great job for someone who has a solid understanding and track record in long lease property investments (reversionary long leases, income strips, commercial ground rent structures). A bit about the job: In this role, you will identify and progress investment opportunities across our Long Income Funds by collaborating with the Fund Management, Origination, Asset Management, and Research teams. You will foster positive relationships with collaborators such as public sector entities, investment agents, real estate investors, fund valuers, lawyers, construction professionals, and managing agents. Your role involves finding and managing investment acquisitions, financial structuring, and development funding for Long Income Strategies. You will lead the end-to-end transaction process for acquisitions. Supporting analysts with financial modelling, you will assess the strategic fit and relative value of new investment opportunities. You will ensure that internal documentation is prepared to a high standard to secure the vital approvals and own the due diligence process to successfully complete the origination and transaction processes. Skills and experience we're looking for: Experience in development funding through project finance or long lease property investment. Proficient in commercial negotiation and driven to find effective solutions. Effective collaboration with market counterparties and public sector entities. Experience in investment acquisition processes and compliance. Degree in Real Estate, Economics, or Finance alongside professional qualifications (RICS, CFA, Accountancy) preferred. What you'll get for this role: Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in. Eligibility for annual performance bonus. Family friendly parental and carer's leave. Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days. Up to 40% discount for Aviva products. Brilliant flexible benefits including electric cars. Aviva Matching Share Plan and Save As You Earn scheme. 21 volunteering hours per year. In this role you'll be 'Certified' under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). This means that we'll need to complete some regulatory background checks on you before you take up your role and we'll need to ask you some questions on an annual basis to make sure you remain 'fit and proper' and competent to carry out your role. We'll provide training on what holding a SMCR role means when you join us and annually thereafter. Aviva is for everyone: We're inclusive and welcome everyone - we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don't, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working - spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues. To find out more about working at Aviva take a look here. We'd love it if you could submit your application online. If you require an alternative method of applying, send an email to
Opportunity Overview Corporate Title: Vice President Office Location(s): London Job Function: External Product Specialists Division: Asset & Wealth Management Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Fixed Income & Liquidity Solutions Overview Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders. Role Overview The Fixed Income team has an opportunity for an investment writer focused on macro, markets and fixed income strategies. The ideal candidate will be passionate about financial markets and a self-starter with experience producing financial content. The candidate will be responsible for producing timely content including thought-leadership, messaging, and marketing collateral, supporting key stakeholders to promote fixed income content for the fixed income investing group. Responsibilities Researching, writing and editing content for thought-leadership, blogs, podcasts and videos Ensure timely production of key content (weekly, monthly, quarterly, annually and ad-hoc) Consolidate views from the investment team Rapid response to market and macro events Working with our fixed income investment team to develop and maintain key content and messaging for a range of fixed income strategies Customize content for different mediums and audiences Working closely with marketing and media to amplify and customize messaging Work closely with fixed income leadership to identify strategic direction of content in fixed income Qualifications Five years' writing experience working for an asset management company or similar organization, including finance/investment-focused journalism and PR or investor relations Passion for financial markets, with a strong understanding of economics, and fixed income Excellent writing, editing and proofing skills as well as keen attention to detail An ability to translate key investment views into digestible client-friendly content Likely to have a degree or further professional qualification in finance-related subjects Ability to manage competing deadlines and priorities
Jan 20, 2025
Full time
Opportunity Overview Corporate Title: Vice President Office Location(s): London Job Function: External Product Specialists Division: Asset & Wealth Management Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Fixed Income & Liquidity Solutions Overview Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance companies, pension funds, and endowments. The team has a long history of investing across public fixed income strategies including rates, currency and credit on behalf of our clients. Investment ideas are created through collaboration between portfolio managers, research analysts, and traders. Role Overview The Fixed Income team has an opportunity for an investment writer focused on macro, markets and fixed income strategies. The ideal candidate will be passionate about financial markets and a self-starter with experience producing financial content. The candidate will be responsible for producing timely content including thought-leadership, messaging, and marketing collateral, supporting key stakeholders to promote fixed income content for the fixed income investing group. Responsibilities Researching, writing and editing content for thought-leadership, blogs, podcasts and videos Ensure timely production of key content (weekly, monthly, quarterly, annually and ad-hoc) Consolidate views from the investment team Rapid response to market and macro events Working with our fixed income investment team to develop and maintain key content and messaging for a range of fixed income strategies Customize content for different mediums and audiences Working closely with marketing and media to amplify and customize messaging Work closely with fixed income leadership to identify strategic direction of content in fixed income Qualifications Five years' writing experience working for an asset management company or similar organization, including finance/investment-focused journalism and PR or investor relations Passion for financial markets, with a strong understanding of economics, and fixed income Excellent writing, editing and proofing skills as well as keen attention to detail An ability to translate key investment views into digestible client-friendly content Likely to have a degree or further professional qualification in finance-related subjects Ability to manage competing deadlines and priorities
This is a newly created position driven by Moneybox's growth and ambition. The Head of Corporate Development and Investor Relations will develop a deep understanding of the investing and savings market, and be able to quickly identify opportunities. Further, they will be assisting leadership in crafting the equity story and delivering that message to investors and analysts, as well as owning all outward facing materials, such as investor presentations and annual reports. What You'll Do Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. The role is a trusted advisor to the Finance Director, but also direct exposure to our Chief Executive Officers. This role will be responsible for, but not limited to, the following: Corporate Development Collaborate with the leadership team in shaping the multi-year strategy, in particular providing guidance on inorganic growth Analysing and understanding the investment and savings market (size, participants, etc), effectively becoming an industry expert Utilising that understanding you'll identify and cultivate opportunities Working closely with the FP&A team to demonstrate long-term value accretion of identified opportunities Ownership of the M&A process, including liaising with target, advisors, etc Investor Relations Working with the leadership team, advising on actions to improve the company's image and financial performance Enhancing our equity story, including developing segmentation and identifying external metrics Working closely with the PR team on delivering a coherent message across investors and the wider public Building and maintaining relationships with investors, analysts, and other stakeholders Owning all outward-facing materials, such as investor presentations and annual accounts Horizon scanning and researching trends in the market and then advising the leadership team of the impact Creating an internal view of competitors, performing advanced analysis, and assessing the impact of competitor actions Working cross-functionally to educate the wider business on how investors evaluate businesses and actions the business can take to drive value Who you are Comfortable working unsupervised but also thrives working in a team environment A driven, committed person who's looking to build their career at an exciting fast-growing company Strong commercial acumen, with an attention to detail Able to drive issues through to resolution Excited about being part of a fast-growing company that's trying to make a positive mark on the world Experience and Skills Strong background in M&A, Equity Research, or Investor Relations Experience in Financial Services, ideally within wealth / tech / fintech Exceptional project management, knows what it takes to deliver a large project across internal and external stakeholders Natural communicator, presents well with the gravitas to influence Strong analytical and financial modelling skills, with a high level of business acumen What's In It For You? Competitive remuneration package. Company shares Enhanced company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Business coaching (external) Cycle to work scheme Gympass subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service.
Jan 18, 2025
Full time
This is a newly created position driven by Moneybox's growth and ambition. The Head of Corporate Development and Investor Relations will develop a deep understanding of the investing and savings market, and be able to quickly identify opportunities. Further, they will be assisting leadership in crafting the equity story and delivering that message to investors and analysts, as well as owning all outward facing materials, such as investor presentations and annual reports. What You'll Do Being a Head of at Moneybox doesn't just mean you own and manage your function, it means you play a vital role in helping define strategy through steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Head of, you are core in helping maintain this culture through living and promoting the Moneybox values. The role is a trusted advisor to the Finance Director, but also direct exposure to our Chief Executive Officers. This role will be responsible for, but not limited to, the following: Corporate Development Collaborate with the leadership team in shaping the multi-year strategy, in particular providing guidance on inorganic growth Analysing and understanding the investment and savings market (size, participants, etc), effectively becoming an industry expert Utilising that understanding you'll identify and cultivate opportunities Working closely with the FP&A team to demonstrate long-term value accretion of identified opportunities Ownership of the M&A process, including liaising with target, advisors, etc Investor Relations Working with the leadership team, advising on actions to improve the company's image and financial performance Enhancing our equity story, including developing segmentation and identifying external metrics Working closely with the PR team on delivering a coherent message across investors and the wider public Building and maintaining relationships with investors, analysts, and other stakeholders Owning all outward-facing materials, such as investor presentations and annual accounts Horizon scanning and researching trends in the market and then advising the leadership team of the impact Creating an internal view of competitors, performing advanced analysis, and assessing the impact of competitor actions Working cross-functionally to educate the wider business on how investors evaluate businesses and actions the business can take to drive value Who you are Comfortable working unsupervised but also thrives working in a team environment A driven, committed person who's looking to build their career at an exciting fast-growing company Strong commercial acumen, with an attention to detail Able to drive issues through to resolution Excited about being part of a fast-growing company that's trying to make a positive mark on the world Experience and Skills Strong background in M&A, Equity Research, or Investor Relations Experience in Financial Services, ideally within wealth / tech / fintech Exceptional project management, knows what it takes to deliver a large project across internal and external stakeholders Natural communicator, presents well with the gravitas to influence Strong analytical and financial modelling skills, with a high level of business acumen What's In It For You? Competitive remuneration package. Company shares Enhanced company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Business coaching (external) Cycle to work scheme Gympass subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service.