PSPs Private Debt & Credit Investment (PDCI) group
Senior Analyst / Advisor, Finance (Europe) page is loaded Senior Analyst / Advisor, Finance (Europe) Apply locations London time type Full time posted on Posted 2 Days Ago job requisition id R3689 ABOUT US We're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before. EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced. ABOUT YOUR ROLE The role reports to the Senior Director and is primarily responsible for accounting and financial reporting of the business, Credit Investments Operations and transaction support for other asset classes in Europe. The role requires liaising with multiple functions both internally (working seamlessly with the asset classes in London and offices in Montreal, New York and Asia) and externally with professional advisors in a fast-growing environment. As a Senior Analyst/Advisor, Finance, your primary responsibilities will be the following: Accounting and Financial Reporting Prepare statutory annual financial statements for all UK entities Ensure all statutory filings at Companies House and the Office of National Statistics are made Coordinate statutory audit process with accounting firms Monitor corporate accounting functions including accounting/bookkeeping, expense report processing, purchase ledger process management and procurement Preparation and posting of periodic FRS 102 specific journals Preparation of quarterly VAT analysis and source information Working with the Hong Kong Finance Director, preparation of monthly liquid capital calculations for submission to the Hong Kong Securities and Futures Commission Assist with the following tasks: Production of quarterly financial reporting for European entities Analysis of financial budget information prepared by FP&A for all European operations. Preparation of reporting to UK board Preparation of quarterly analysis of operating costs versus budget Coordination of quarterly reporting with the Finance team in Montreal Preparation of quarterly management reporting packages requested by Head Office and by Local management Preparation of cashflow forecasting and monitoring Preparation of service fee summaries to allow the UK entities to invoice for their respective services Maintenance of relationship with local tax advisor and ensuring all tax rules and regulations are complied with Ad hoc projects as the business requires Transaction Support The team has a formal responsibility for Credit Investments Operations in Europe. This involves collaborating with the Investment Team, Operations Team in New York and external parties on all aspects of transactions from booking in the investment platform through to execution and management through the investment cycle. In addition, the team provides transaction support on investments in Infrastructure, Natural Resources, Private Equity and Real Estate. Similarly to Credit Investments, this involves collaboration with a wide variety of parties inside and outside of PSP. The team uses its network within PSP and knowledge of the UK structure with a principal focus on ensuring that cash reaches its target destination as efficiently as possible. The team is responsible for working with a third party corporate services provider on managing UK parts of investment structures. WHAT YOU'LL NEED Record of academic achievement University degree; minimum 2.1 or equivalent Qualified chartered accountant Minimum of five (5) to six (6) years of experience in accountancy Experience in alternative investments or financial services beneficial Robust process efficiency and improvement orientation Accountability and drive for results Team spirit, approachability and ability to influence Proactivity and forward thinking Strong work ethic and professional integrity Knowledge of MS OFFICE (Excel, Word and PowerPoint) Knowledge of Microsoft Dynamics 365 for Operations and eFront, an asset Strong analytical skills and attention to detail Good sense of planning and control and capacity of working with tight schedules We offer a tailored employee experience and competitive total rewards and benefits package designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to: Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days Benefits package may vary based on your employee type. At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know. Visit us on Follow us on LinkedIn We're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Grow your career with us We are committed to fostering an environment where experiences and learning opportunities provide you with the platform to grow.
Apr 18, 2024
Full time
Senior Analyst / Advisor, Finance (Europe) page is loaded Senior Analyst / Advisor, Finance (Europe) Apply locations London time type Full time posted on Posted 2 Days Ago job requisition id R3689 ABOUT US We're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before. EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced. ABOUT YOUR ROLE The role reports to the Senior Director and is primarily responsible for accounting and financial reporting of the business, Credit Investments Operations and transaction support for other asset classes in Europe. The role requires liaising with multiple functions both internally (working seamlessly with the asset classes in London and offices in Montreal, New York and Asia) and externally with professional advisors in a fast-growing environment. As a Senior Analyst/Advisor, Finance, your primary responsibilities will be the following: Accounting and Financial Reporting Prepare statutory annual financial statements for all UK entities Ensure all statutory filings at Companies House and the Office of National Statistics are made Coordinate statutory audit process with accounting firms Monitor corporate accounting functions including accounting/bookkeeping, expense report processing, purchase ledger process management and procurement Preparation and posting of periodic FRS 102 specific journals Preparation of quarterly VAT analysis and source information Working with the Hong Kong Finance Director, preparation of monthly liquid capital calculations for submission to the Hong Kong Securities and Futures Commission Assist with the following tasks: Production of quarterly financial reporting for European entities Analysis of financial budget information prepared by FP&A for all European operations. Preparation of reporting to UK board Preparation of quarterly analysis of operating costs versus budget Coordination of quarterly reporting with the Finance team in Montreal Preparation of quarterly management reporting packages requested by Head Office and by Local management Preparation of cashflow forecasting and monitoring Preparation of service fee summaries to allow the UK entities to invoice for their respective services Maintenance of relationship with local tax advisor and ensuring all tax rules and regulations are complied with Ad hoc projects as the business requires Transaction Support The team has a formal responsibility for Credit Investments Operations in Europe. This involves collaborating with the Investment Team, Operations Team in New York and external parties on all aspects of transactions from booking in the investment platform through to execution and management through the investment cycle. In addition, the team provides transaction support on investments in Infrastructure, Natural Resources, Private Equity and Real Estate. Similarly to Credit Investments, this involves collaboration with a wide variety of parties inside and outside of PSP. The team uses its network within PSP and knowledge of the UK structure with a principal focus on ensuring that cash reaches its target destination as efficiently as possible. The team is responsible for working with a third party corporate services provider on managing UK parts of investment structures. WHAT YOU'LL NEED Record of academic achievement University degree; minimum 2.1 or equivalent Qualified chartered accountant Minimum of five (5) to six (6) years of experience in accountancy Experience in alternative investments or financial services beneficial Robust process efficiency and improvement orientation Accountability and drive for results Team spirit, approachability and ability to influence Proactivity and forward thinking Strong work ethic and professional integrity Knowledge of MS OFFICE (Excel, Word and PowerPoint) Knowledge of Microsoft Dynamics 365 for Operations and eFront, an asset Strong analytical skills and attention to detail Good sense of planning and control and capacity of working with tight schedules We offer a tailored employee experience and competitive total rewards and benefits package designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to: Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days Benefits package may vary based on your employee type. At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know. Visit us on Follow us on LinkedIn We're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Grow your career with us We are committed to fostering an environment where experiences and learning opportunities provide you with the platform to grow.
THE WALLACE COLLECTION The Wallace Collection is a national museum housing unsurpassed masterpieces of painting, sculpture, furniture, arms and armour, and porcelain. Built over the 18th and 19th centuries by the Marquesses of Hertford and Sir Richard Wallace, it is one of the finest and most celebrated collections in the world. The Collection was given to the British Nation in 1897 by Lady Wallace, so that it could be kept together and enjoyed by generations of visitors. It was an astonishing bequest and one of the greatest gifts of artworks ever to be transferred into public ownership. Today, we care for the collection through research and conservation, and preserve it for future generations. Our aim is to share the collection with as broad an audience as possible. We are a non-departmental public body of the Department for Culture, Media and Sport (DCMS). We are also a charity exempt from registration under the Charities Act of 2011. Our Director is Dr Xavier Bray. He is supported by a Board of Trustees appointed by the Prime Minister. SALARY In the range of between £30,000 and £34,000 per annum dependent on skills and experience. LOCATION The Wallace Collection, Hertford House, Manchester Square, London, W1U 3BN. OUR PRIORITIES The Collection is committed to providing access to as wide a public as possible and to helping visitors engage with this diversity. Our goal is to create a place of understanding, cultural pluralism, curiosity and learning. To do this, we plan to create a world-class visitor experience for all ages which stimulates engagement with our collection through a new programme of exhibitions, major gallery refurbishments and an enhanced and expanded digital presence. Our strategic priorities are to: To maintain, research and preserve the Collection for future generations; To broaden and deepen visitor engagement, connecting with audiences onsite and digitally; To build and support a strong exhibition programme; To lay a strong financial foundation for the future; and To embark upon a Masterplan programme to transform the museum. OVERALL PURPOSE THE ROLE The Development Department's key purpose is to increase the generation of income in order to enable the Collection to achieve its core aims and sustain and increase the supporter base of the museum. Alongside a fundraising revenue income target, the Development Department is seeking to raise funds to create an endowment for the Collection (to reach a £20 million target) and to complete the museum's Masterplan of capital works. The Development Officer: Trusts and Foundations role is to assist the department in delivering the revenue and capital targets. Funding from charitable trusts and foundations is essential to the museum. Excellent communication skills and a clear, concise and inspirational writing style when conveying the Collection's aims and ambitions to potential funders will be key to this role. Supporter care and stewardship also play an important part of the position. Working closely with all departments at the museum and effective internal communication will be crucial for the success of the post holder. This role reports to the Development Manager. KEY RESPONSIBILITIES Fundraising and Stewardship: To steward and maintain our existing relationships, writing detailed and engaging reports to the Collection's current supporters. To research trusts and foundations (personal foundations and corporate foundations), both in the UK and abroad, who may not have supported the Collection before or have lapsed in their support. To manage key relationships with charitable trusts & foundations, delivering proposals and budgets from conception to application, and providing all follow-up and reporting, including delivery of benefits and appropriate acknowledgment. To be responsible for grant approvals, crediting obligations, progress monitoring and deadlines. To fully understand the organisation's activities and build compelling, specific cases for support for grant applications, proposals and reports. To analyse wider sector trends and giving patterns. Finance and Administration: To maintain up-to-date records of correspondence with all trusts, foundations, and prospects and ensure the highest standards of data capture are maintained on Microsoft Dynamics 365. This includes, but is not limited to, information on giving history, interest, relationships, contacts, applications, etc. To work with the Development Assistant in order to maintain high standards in financial processes and recordkeeping, processing payments and storing personal data in a way that is consistent with GDPR and other relevant legislation and best practice. To assist the Department in constructing donor pipelines, reports and lists on the CRM (Microsoft Dynamics). To support the prompt and efficient administration of gifts and the thanking of key contacts (both from the Director and the Board). Other: To participate in any way that the Director of Development or Development Manager requires to fulfil the key responsibilities for the department. To communicate clearly and effectively internally and externally, and to foster transparent and excellent relationships with other departments at the Collection. To assist in out-of-office or after-hours activities and events as required. PERSON SPECIFICATION Essential: Exceptional communicator and writer with an excellent eye for detail. Ability to manage and prioritise a busy workload and to think proactively. High standards of presentation, ability to keep calm under pressure and a pragmatic, problem-solving mindset. A collaborator with strong experience of working in partnership with a wide variety of internal and/ or external stakeholders. Advanced knowledge of Microsoft Office and databases. Strong numerical literacy. Enthusiasm and passion for the Wallace Collection. Friendly and flexible attitude; enjoys working as part of a team. Desirable Experience of working in the charitable or arts sector, ideally in a similar role. HOW TO APPLY Please complete the Application Form, and the Equal Opportunities Monitoring Form, following the links provided on our website. Please note the equal opportunities form is used for monitoring purposes only and does not form part of the selection process. Both forms should be emailed by midnight 05/05/2024. Please note late applications or applications via a CV will not be considered. Interviews for the role will take place on week commencing, 13/05/2024. Candidates who have been shortlisted for interview will be contacted after the closing date. Due to the large number of applications we receive, it will not be possible to contact or give feedback to candidates who have not been shortlisted for interview. Start date: June 2024 Appointment to the role is subject to a satisfactory Basic Disclosure check. The Wallace Collection is an equal opportunities employer and welcomes applications from all sections of the community.
Apr 18, 2024
Full time
THE WALLACE COLLECTION The Wallace Collection is a national museum housing unsurpassed masterpieces of painting, sculpture, furniture, arms and armour, and porcelain. Built over the 18th and 19th centuries by the Marquesses of Hertford and Sir Richard Wallace, it is one of the finest and most celebrated collections in the world. The Collection was given to the British Nation in 1897 by Lady Wallace, so that it could be kept together and enjoyed by generations of visitors. It was an astonishing bequest and one of the greatest gifts of artworks ever to be transferred into public ownership. Today, we care for the collection through research and conservation, and preserve it for future generations. Our aim is to share the collection with as broad an audience as possible. We are a non-departmental public body of the Department for Culture, Media and Sport (DCMS). We are also a charity exempt from registration under the Charities Act of 2011. Our Director is Dr Xavier Bray. He is supported by a Board of Trustees appointed by the Prime Minister. SALARY In the range of between £30,000 and £34,000 per annum dependent on skills and experience. LOCATION The Wallace Collection, Hertford House, Manchester Square, London, W1U 3BN. OUR PRIORITIES The Collection is committed to providing access to as wide a public as possible and to helping visitors engage with this diversity. Our goal is to create a place of understanding, cultural pluralism, curiosity and learning. To do this, we plan to create a world-class visitor experience for all ages which stimulates engagement with our collection through a new programme of exhibitions, major gallery refurbishments and an enhanced and expanded digital presence. Our strategic priorities are to: To maintain, research and preserve the Collection for future generations; To broaden and deepen visitor engagement, connecting with audiences onsite and digitally; To build and support a strong exhibition programme; To lay a strong financial foundation for the future; and To embark upon a Masterplan programme to transform the museum. OVERALL PURPOSE THE ROLE The Development Department's key purpose is to increase the generation of income in order to enable the Collection to achieve its core aims and sustain and increase the supporter base of the museum. Alongside a fundraising revenue income target, the Development Department is seeking to raise funds to create an endowment for the Collection (to reach a £20 million target) and to complete the museum's Masterplan of capital works. The Development Officer: Trusts and Foundations role is to assist the department in delivering the revenue and capital targets. Funding from charitable trusts and foundations is essential to the museum. Excellent communication skills and a clear, concise and inspirational writing style when conveying the Collection's aims and ambitions to potential funders will be key to this role. Supporter care and stewardship also play an important part of the position. Working closely with all departments at the museum and effective internal communication will be crucial for the success of the post holder. This role reports to the Development Manager. KEY RESPONSIBILITIES Fundraising and Stewardship: To steward and maintain our existing relationships, writing detailed and engaging reports to the Collection's current supporters. To research trusts and foundations (personal foundations and corporate foundations), both in the UK and abroad, who may not have supported the Collection before or have lapsed in their support. To manage key relationships with charitable trusts & foundations, delivering proposals and budgets from conception to application, and providing all follow-up and reporting, including delivery of benefits and appropriate acknowledgment. To be responsible for grant approvals, crediting obligations, progress monitoring and deadlines. To fully understand the organisation's activities and build compelling, specific cases for support for grant applications, proposals and reports. To analyse wider sector trends and giving patterns. Finance and Administration: To maintain up-to-date records of correspondence with all trusts, foundations, and prospects and ensure the highest standards of data capture are maintained on Microsoft Dynamics 365. This includes, but is not limited to, information on giving history, interest, relationships, contacts, applications, etc. To work with the Development Assistant in order to maintain high standards in financial processes and recordkeeping, processing payments and storing personal data in a way that is consistent with GDPR and other relevant legislation and best practice. To assist the Department in constructing donor pipelines, reports and lists on the CRM (Microsoft Dynamics). To support the prompt and efficient administration of gifts and the thanking of key contacts (both from the Director and the Board). Other: To participate in any way that the Director of Development or Development Manager requires to fulfil the key responsibilities for the department. To communicate clearly and effectively internally and externally, and to foster transparent and excellent relationships with other departments at the Collection. To assist in out-of-office or after-hours activities and events as required. PERSON SPECIFICATION Essential: Exceptional communicator and writer with an excellent eye for detail. Ability to manage and prioritise a busy workload and to think proactively. High standards of presentation, ability to keep calm under pressure and a pragmatic, problem-solving mindset. A collaborator with strong experience of working in partnership with a wide variety of internal and/ or external stakeholders. Advanced knowledge of Microsoft Office and databases. Strong numerical literacy. Enthusiasm and passion for the Wallace Collection. Friendly and flexible attitude; enjoys working as part of a team. Desirable Experience of working in the charitable or arts sector, ideally in a similar role. HOW TO APPLY Please complete the Application Form, and the Equal Opportunities Monitoring Form, following the links provided on our website. Please note the equal opportunities form is used for monitoring purposes only and does not form part of the selection process. Both forms should be emailed by midnight 05/05/2024. Please note late applications or applications via a CV will not be considered. Interviews for the role will take place on week commencing, 13/05/2024. Candidates who have been shortlisted for interview will be contacted after the closing date. Due to the large number of applications we receive, it will not be possible to contact or give feedback to candidates who have not been shortlisted for interview. Start date: June 2024 Appointment to the role is subject to a satisfactory Basic Disclosure check. The Wallace Collection is an equal opportunities employer and welcomes applications from all sections of the community.
PATRIZIA is a leading partner for global real assets. The expertise and commitment of our global teams form the basis of our success. Shaping a sustainable future and making a positive contribution to society is what drives our daily business. As an Associate in the Fund Operations International team you will be responsible for the effective management of all SPVs (including the Fund vehicle itself). Your Responsibilities The Associate will need to have good experience in the following subject matters and work with the support of a Senior Associate / Fund Finance Manager (FFM) on the following areas: Investment Steering: Accounting - to be able to adequately review third party bookkeepers' management accounts and to effectively instruct any changes. To prepare the commercial and GAAP adjustments required for Fund consolidations, cash flows, NAV reconciliations and distributions Transaction support - to be able to support the Fund Finance Manager of that fund and the wider Fund Management team on transactions from a Fund perspective, fully understanding the tax structuring and mechanics of transactions, feeding into the SPA where relevant, supporting the buy side or sell side due diligence, managing the completion mechanics, managing funds flows and integrating the acquisition into an existing structure or effectively accounting for a disposal Tax compliance - to have a good working knowledge of all types of taxes (direct and indirect), working with tax advisors across a European portfolio and applying tax computations (incl. deferred tax) to the book-keeping, cash flow modelling and reporting of Funds. Regulatory compliance - Manage audits, tax declarations and board meetings, organising resolutions and, where regulatory requirements in other jurisdictions are required, ensure that these are fully observed at all times Business support - manage the creation and liquidation of SPVs, feed into liquidity management and organising capital injections / repayments. Also support on group revenue matters and manage internal controls compliance Partner Steering: On a day-to-day basis, manage the inputs from third party service provider, mostly local accountants, tax advisors, auditors and property managers. Also, ensure quality and timeliness of reporting Upon demand, support the take on process of new service providers in conjunction with the department's bespoke Partner Steering team. Tasks include the management of contracts and the data flow of information into the PATRIZIA systems What we look for Target skill set, to be developed with on-the-job training: Develop sound working relationships with counterparts in other offices and on other sites, as well as professional associations and consultants. Ensure up to date knowledge of relevant financial regulations and standards throughout and implementation of policies and procedures to uphold these. Ability to operate in a dynamic environment, ability to work in multi-dimensional teams Ability to work beyond pure finance and consider the business as a whole, be strategic and multitask various inputs and deadlines. Ability to work under pressure / to a tight timetable, have attention to detail at all times without losing sight of the bigger picture and must also be an excellent team player Strong analytical skills, Excel skills and communication skills Competencies / qualifications required: The job holder will need to be a UK part qualified accountant, ideally with 1-2 years of relevant (Real Estate) experience and group consolidations Knowledge of UK GAAP and IFRS What we offer Competitive and performance oriented remuneration package Hybrid working environment and mobile working Various skill building and learning opportunities through PATRIZIA Academy, like talent development programs and mentorship Inclusive and equal-opportunity workplace (incl. ED&I Committee) in an international environment Possibility to participate in different employee resource groups (NextGen, LGBTQ+ Alliance, Female Advance, Parents & Carer Network etc.) Health and well-being benefits, like virtual fitness classes and mental health offerings Extra paid holidays for social engagement (e.g. for the PATRIZIA Foundation)
Apr 18, 2024
Full time
PATRIZIA is a leading partner for global real assets. The expertise and commitment of our global teams form the basis of our success. Shaping a sustainable future and making a positive contribution to society is what drives our daily business. As an Associate in the Fund Operations International team you will be responsible for the effective management of all SPVs (including the Fund vehicle itself). Your Responsibilities The Associate will need to have good experience in the following subject matters and work with the support of a Senior Associate / Fund Finance Manager (FFM) on the following areas: Investment Steering: Accounting - to be able to adequately review third party bookkeepers' management accounts and to effectively instruct any changes. To prepare the commercial and GAAP adjustments required for Fund consolidations, cash flows, NAV reconciliations and distributions Transaction support - to be able to support the Fund Finance Manager of that fund and the wider Fund Management team on transactions from a Fund perspective, fully understanding the tax structuring and mechanics of transactions, feeding into the SPA where relevant, supporting the buy side or sell side due diligence, managing the completion mechanics, managing funds flows and integrating the acquisition into an existing structure or effectively accounting for a disposal Tax compliance - to have a good working knowledge of all types of taxes (direct and indirect), working with tax advisors across a European portfolio and applying tax computations (incl. deferred tax) to the book-keeping, cash flow modelling and reporting of Funds. Regulatory compliance - Manage audits, tax declarations and board meetings, organising resolutions and, where regulatory requirements in other jurisdictions are required, ensure that these are fully observed at all times Business support - manage the creation and liquidation of SPVs, feed into liquidity management and organising capital injections / repayments. Also support on group revenue matters and manage internal controls compliance Partner Steering: On a day-to-day basis, manage the inputs from third party service provider, mostly local accountants, tax advisors, auditors and property managers. Also, ensure quality and timeliness of reporting Upon demand, support the take on process of new service providers in conjunction with the department's bespoke Partner Steering team. Tasks include the management of contracts and the data flow of information into the PATRIZIA systems What we look for Target skill set, to be developed with on-the-job training: Develop sound working relationships with counterparts in other offices and on other sites, as well as professional associations and consultants. Ensure up to date knowledge of relevant financial regulations and standards throughout and implementation of policies and procedures to uphold these. Ability to operate in a dynamic environment, ability to work in multi-dimensional teams Ability to work beyond pure finance and consider the business as a whole, be strategic and multitask various inputs and deadlines. Ability to work under pressure / to a tight timetable, have attention to detail at all times without losing sight of the bigger picture and must also be an excellent team player Strong analytical skills, Excel skills and communication skills Competencies / qualifications required: The job holder will need to be a UK part qualified accountant, ideally with 1-2 years of relevant (Real Estate) experience and group consolidations Knowledge of UK GAAP and IFRS What we offer Competitive and performance oriented remuneration package Hybrid working environment and mobile working Various skill building and learning opportunities through PATRIZIA Academy, like talent development programs and mentorship Inclusive and equal-opportunity workplace (incl. ED&I Committee) in an international environment Possibility to participate in different employee resource groups (NextGen, LGBTQ+ Alliance, Female Advance, Parents & Carer Network etc.) Health and well-being benefits, like virtual fitness classes and mental health offerings Extra paid holidays for social engagement (e.g. for the PATRIZIA Foundation)
Investment Director Sustainable Investment Advisory and Integration The Sustainable Investment Advisory & Integration team Our purpose as a firm is to provide excellent investment performance to our clients through active decision making. In our view, sustainability risks and industrial trends are intrinsically linked. Investees face competitive pressures from a wider range of sources, on a larger scale and at a faster pace than ever before. Investment teams no longer have a choice over whether to seek exposure to sustainability risks and opportunities; all portfolios will be impacted. The Advisory & Integration team sits within our central Sustainable Investment team. Its purpose is to: • Act as a firm-wide resource and centre of sustainable investment knowledge to support the firm; • Provide guidance to enhance investment decisions across the firm through integrating ESG analysis and data; • Help our client-facing teams and clients to achieve their sustainable investment goals; and • Operate as a trusted end-to-end partner in product development. We do this through various activities, including: providing ongoing support across the 60+ investment desks we have within the business, helping to socialise outputs from other parts of the Sustainable Investment team (research, models and data, active ownership) to clients and investors, and meeting the needs of our clients through meetings, responding to questions and reporting. In recent years, regulators' focus on sustainable investment has grown significantly. It is essential that we adhere to the requirements, product standards and other regulatory requirements in the jurisdictions in which we operate. We are recruiting for an individual to support the firm's approach to meeting global regulatory standards. This includes our ongoing response to existing regulatory regimes such as the EU's Sustainable Finance Disclosure Regulation (SFDR), and designing our approach to new regulations, such as the FCA's Sustainability Disclosure Requirements (SDR). The role will mean working with a range of functions within the business including Legal, Compliance, Product Governance, Investment Risk, Public Policy Internal Audit. It will also mean working extensively with our investment desks across the regions that we work in, with a primary focus on ensuring that regulatory requirements are communicated and investment teams are equipped to understand these requirements, providing assistance in incorporating them into investment processes where needed. Who we're looking for The candidate we're looking for would ideally have a good base of ESG / sustainable investment regulation knowledge, exceptional stakeholder and relationship management skills, and possesses proven project management and organisational abilities. Key responsibilities Compliance with existing ESG regulatory requirements Work with Sustainable Investment sub-teams, investment desks and local compliance functions to meet existing regulatory requirements, which can be focused on a broad approach, an investment desk or a specific fund or group of funds. This includes, but is not limited to: Designing the firm's approach to identifying Principle Adverse Indicators (PAIs) and performing the Do No Significant Harm (DNSH) test as part of SFDR; and Meeting the Hong Kong Securities & Futures Commission's climate-related risks disclosure requirements. Responding to ongoing queries from regulators about our approach to meeting regulatory requirements; and Supporting clients and client-facing teams to interpret and meet ESG regulatory requirements through written updates and regular briefings. Compliance with new ESG regulatory requirements Work across multiple functions in the firm and investment desks on the design and implementation of the firm's approach to new and emerging regulatory regimes, with a particular focus on the FCA's recently publishes SDR rules. Reporting, monitoring and governance Develop, maintain and enhance the frameworks and processes that are required to ensure that the firm's sustainability credentials can be robustly defended and further, actively marketed Ensure intranet and external website remains current and showcases the firm's sustainability approach attractively and accurately Ensure that the firm's reporting obligations, e.g. TCFD, PRI etc, are met and shows the firm's efforts accurately and positively Provide input into and support client and regulatory reporting requirements. Working with the firm's other functions on sustainability related matters Be a key touch point for other firm-wide functions, e.g. Marketing, Compliance, Risk, Legal, Content and so on, to ensure that programmes of work function efficiently - i.e. that information is communicated, work is planned and deliverables are completed in a satisfactory manner. Provide SME advice and design/implementation support to ensure that funds and mandates being launched or repositioned meet ESG regulatory requirements Provide SME advice and design/implementation support to ensure that sustainability-related commitments are appropriate and proportionate to their intended investment outcome and can be appropriately monitored and controlled. Working with our investment teams Work with investment teams to integrate sustainability into their investment processes Support awareness and implementation of sustainability related regulatory requirements Enhance investment team's sustainability knowledge and make sure they effectively use central sustainability resources. Working with our external clients Represent Schroders and promote our sustainability approach to strategic clients and the public in general, e.g. on panels and at conferences Collaborate with the firm's Client Group to support the firm's sustainability brand, narrative and credentials, and commercialise our offering Assist in maintaining a repository of information required to showcase the firm's sustainable investment capabilities and enable accurate and timely responses to client questions, pitches and RFPs Build internal fluency to enable sales teams to use those resources effectively with the ultimate aim of attracting or retaining flows and fees to the firm's sustainable investment product range. Working with the wider Sustainable Investment team Be a spokesperson for the key pillars of the Sustainable Investment team in order to bring the best of our team's products and services to the rest of the firm Coordinate how the Sustainable Investment team's key outputs and work streams are communicated and disseminated e.g. via monthly calls, newsletters as well as through the training curriculum or ad-hoc training sessions Coordinate the input required by the Sustainable Investment team so that we continue to prioritise and produce what is required and in demand, whether that is from an alpha generation, client satisfaction, risk management or a regulatory perspective. The knowledge, experience and qualifications you'll need Experience of working in the asset management industry, for a regulator or as a consultant / legal counsel to asset managers Strong understanding of key sustainability issues and how they are relevant for investors and asset owners Solid understanding of financial markets, investment processes and decision-making criteria Highly organised, with experience of effectively managing multiple work streams spanning multiple stakeholders, including dealing with senior stakeholders Ability to bring together a wide range of ideas, conversations within the firm and act effectively as a 'connecting agent' Excellent verbal and written communication skills and Excel / PowerPoint proficiency. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. My Profile Create and manage profiles for future opportunities. For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA): SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA's EEO POLICY STATEMENT . If you'd like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .
Apr 18, 2024
Full time
Investment Director Sustainable Investment Advisory and Integration The Sustainable Investment Advisory & Integration team Our purpose as a firm is to provide excellent investment performance to our clients through active decision making. In our view, sustainability risks and industrial trends are intrinsically linked. Investees face competitive pressures from a wider range of sources, on a larger scale and at a faster pace than ever before. Investment teams no longer have a choice over whether to seek exposure to sustainability risks and opportunities; all portfolios will be impacted. The Advisory & Integration team sits within our central Sustainable Investment team. Its purpose is to: • Act as a firm-wide resource and centre of sustainable investment knowledge to support the firm; • Provide guidance to enhance investment decisions across the firm through integrating ESG analysis and data; • Help our client-facing teams and clients to achieve their sustainable investment goals; and • Operate as a trusted end-to-end partner in product development. We do this through various activities, including: providing ongoing support across the 60+ investment desks we have within the business, helping to socialise outputs from other parts of the Sustainable Investment team (research, models and data, active ownership) to clients and investors, and meeting the needs of our clients through meetings, responding to questions and reporting. In recent years, regulators' focus on sustainable investment has grown significantly. It is essential that we adhere to the requirements, product standards and other regulatory requirements in the jurisdictions in which we operate. We are recruiting for an individual to support the firm's approach to meeting global regulatory standards. This includes our ongoing response to existing regulatory regimes such as the EU's Sustainable Finance Disclosure Regulation (SFDR), and designing our approach to new regulations, such as the FCA's Sustainability Disclosure Requirements (SDR). The role will mean working with a range of functions within the business including Legal, Compliance, Product Governance, Investment Risk, Public Policy Internal Audit. It will also mean working extensively with our investment desks across the regions that we work in, with a primary focus on ensuring that regulatory requirements are communicated and investment teams are equipped to understand these requirements, providing assistance in incorporating them into investment processes where needed. Who we're looking for The candidate we're looking for would ideally have a good base of ESG / sustainable investment regulation knowledge, exceptional stakeholder and relationship management skills, and possesses proven project management and organisational abilities. Key responsibilities Compliance with existing ESG regulatory requirements Work with Sustainable Investment sub-teams, investment desks and local compliance functions to meet existing regulatory requirements, which can be focused on a broad approach, an investment desk or a specific fund or group of funds. This includes, but is not limited to: Designing the firm's approach to identifying Principle Adverse Indicators (PAIs) and performing the Do No Significant Harm (DNSH) test as part of SFDR; and Meeting the Hong Kong Securities & Futures Commission's climate-related risks disclosure requirements. Responding to ongoing queries from regulators about our approach to meeting regulatory requirements; and Supporting clients and client-facing teams to interpret and meet ESG regulatory requirements through written updates and regular briefings. Compliance with new ESG regulatory requirements Work across multiple functions in the firm and investment desks on the design and implementation of the firm's approach to new and emerging regulatory regimes, with a particular focus on the FCA's recently publishes SDR rules. Reporting, monitoring and governance Develop, maintain and enhance the frameworks and processes that are required to ensure that the firm's sustainability credentials can be robustly defended and further, actively marketed Ensure intranet and external website remains current and showcases the firm's sustainability approach attractively and accurately Ensure that the firm's reporting obligations, e.g. TCFD, PRI etc, are met and shows the firm's efforts accurately and positively Provide input into and support client and regulatory reporting requirements. Working with the firm's other functions on sustainability related matters Be a key touch point for other firm-wide functions, e.g. Marketing, Compliance, Risk, Legal, Content and so on, to ensure that programmes of work function efficiently - i.e. that information is communicated, work is planned and deliverables are completed in a satisfactory manner. Provide SME advice and design/implementation support to ensure that funds and mandates being launched or repositioned meet ESG regulatory requirements Provide SME advice and design/implementation support to ensure that sustainability-related commitments are appropriate and proportionate to their intended investment outcome and can be appropriately monitored and controlled. Working with our investment teams Work with investment teams to integrate sustainability into their investment processes Support awareness and implementation of sustainability related regulatory requirements Enhance investment team's sustainability knowledge and make sure they effectively use central sustainability resources. Working with our external clients Represent Schroders and promote our sustainability approach to strategic clients and the public in general, e.g. on panels and at conferences Collaborate with the firm's Client Group to support the firm's sustainability brand, narrative and credentials, and commercialise our offering Assist in maintaining a repository of information required to showcase the firm's sustainable investment capabilities and enable accurate and timely responses to client questions, pitches and RFPs Build internal fluency to enable sales teams to use those resources effectively with the ultimate aim of attracting or retaining flows and fees to the firm's sustainable investment product range. Working with the wider Sustainable Investment team Be a spokesperson for the key pillars of the Sustainable Investment team in order to bring the best of our team's products and services to the rest of the firm Coordinate how the Sustainable Investment team's key outputs and work streams are communicated and disseminated e.g. via monthly calls, newsletters as well as through the training curriculum or ad-hoc training sessions Coordinate the input required by the Sustainable Investment team so that we continue to prioritise and produce what is required and in demand, whether that is from an alpha generation, client satisfaction, risk management or a regulatory perspective. The knowledge, experience and qualifications you'll need Experience of working in the asset management industry, for a regulator or as a consultant / legal counsel to asset managers Strong understanding of key sustainability issues and how they are relevant for investors and asset owners Solid understanding of financial markets, investment processes and decision-making criteria Highly organised, with experience of effectively managing multiple work streams spanning multiple stakeholders, including dealing with senior stakeholders Ability to bring together a wide range of ideas, conversations within the firm and act effectively as a 'connecting agent' Excellent verbal and written communication skills and Excel / PowerPoint proficiency. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. My Profile Create and manage profiles for future opportunities. For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA): SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA's EEO POLICY STATEMENT . If you'd like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .
As Financial Services Manager within a well known NHS Trust, you will lead of all of the Financial Accounting activities year round and leading on the annual account s submissions. This NHS Trust is a well known with the work the provide and with this role, you will be able to learn and grow within the role and organisation on more than just financial accounts. A key part of this role, as all financial accounting positions is your technical accounting ability, you will need to have a strong NHS background, ideally a provider setting to take on this senior position. As Financial Services Manager, you will be responsible for leading on year end, with support of team and building relationships with colleagues outside of finance throughout the year. Managing all financial accounting activities, you will be delivering all statutory and NHSE mandated finance reporting on a timely basis, interpret and introduce the national finance guidance and policy changes, lead of the Trusts Statement of Financial positions, working papers, charitable funds year end accounts and other financial accounting tasks. Due to the level of the role and Trusts policy, there is a flexible hybrid working policy in place with 3 days working on site per week in Hertfordshire. To be successful in this position, you will need to be fully qualified CCAB or CIMA with a full membership and evidence of up to date continuing professional development. You will also need to have experience in leading year end, at least two years and experience in technical accounting as this is an important part of the role and Trusts structure. NHS experience is a must, preferably some provider experience but will consider strong commissioning background.
Apr 18, 2024
Full time
As Financial Services Manager within a well known NHS Trust, you will lead of all of the Financial Accounting activities year round and leading on the annual account s submissions. This NHS Trust is a well known with the work the provide and with this role, you will be able to learn and grow within the role and organisation on more than just financial accounts. A key part of this role, as all financial accounting positions is your technical accounting ability, you will need to have a strong NHS background, ideally a provider setting to take on this senior position. As Financial Services Manager, you will be responsible for leading on year end, with support of team and building relationships with colleagues outside of finance throughout the year. Managing all financial accounting activities, you will be delivering all statutory and NHSE mandated finance reporting on a timely basis, interpret and introduce the national finance guidance and policy changes, lead of the Trusts Statement of Financial positions, working papers, charitable funds year end accounts and other financial accounting tasks. Due to the level of the role and Trusts policy, there is a flexible hybrid working policy in place with 3 days working on site per week in Hertfordshire. To be successful in this position, you will need to be fully qualified CCAB or CIMA with a full membership and evidence of up to date continuing professional development. You will also need to have experience in leading year end, at least two years and experience in technical accounting as this is an important part of the role and Trusts structure. NHS experience is a must, preferably some provider experience but will consider strong commissioning background.
Join us at the Royal British Legion as a Corporate Partnerships Officer and become a fundamental part of our mission to support veterans and their families. Reporting to the Corporate Partnerships Manager, you will play a vital role in managing and nurturing long-term, mid-value corporate partnerships across various fundraising streams. Your responsibilities will include maximising funds raised, processing financial transactions, providing support for higher-value partnerships, maintaining accurate records, and coordinating partnership-related communications to increase awareness and engagement. We're seeking candidates with proven administrative skills and experience in customer-focused roles, along with proficiency in database systems and report drafting. Whether you're transitioning from the private sector or seeking to start your fundraising career into a corporate role, this opportunity offers an exciting entry point into our Corporate Partnerships team. As we embark on a brilliant change program within Fundraising, there's never been a better time to join us, with a strong pipeline of corporate prospects and ample room for professional growth and development. If you possess excellent communication, interpersonal, and customer service skills, along with a knack for organisation and teamwork, we want to hear from you. Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life. Here at RBL, we aim to support our people and their wellbeing, with a package including generous paid holiday allowance and pension scheme contributions, and a range of optional benefits and discounts. You will be contracted to our London Hub, Haig House. Under our Future Working framework, there will be some flexibility for working remotely/at home, using our collaboration tools to work with colleagues but with a minimum expectation of two days/week connecting directly face-to-face with colleagues at the hub. For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics. Closing Date: 30th April 2024 Interview Dates: W/C 13th May 2024 We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible. If you require the job advert or job description in an alternative format, please contact .
Apr 17, 2024
Contractor
Join us at the Royal British Legion as a Corporate Partnerships Officer and become a fundamental part of our mission to support veterans and their families. Reporting to the Corporate Partnerships Manager, you will play a vital role in managing and nurturing long-term, mid-value corporate partnerships across various fundraising streams. Your responsibilities will include maximising funds raised, processing financial transactions, providing support for higher-value partnerships, maintaining accurate records, and coordinating partnership-related communications to increase awareness and engagement. We're seeking candidates with proven administrative skills and experience in customer-focused roles, along with proficiency in database systems and report drafting. Whether you're transitioning from the private sector or seeking to start your fundraising career into a corporate role, this opportunity offers an exciting entry point into our Corporate Partnerships team. As we embark on a brilliant change program within Fundraising, there's never been a better time to join us, with a strong pipeline of corporate prospects and ample room for professional growth and development. If you possess excellent communication, interpersonal, and customer service skills, along with a knack for organisation and teamwork, we want to hear from you. Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life. Here at RBL, we aim to support our people and their wellbeing, with a package including generous paid holiday allowance and pension scheme contributions, and a range of optional benefits and discounts. You will be contracted to our London Hub, Haig House. Under our Future Working framework, there will be some flexibility for working remotely/at home, using our collaboration tools to work with colleagues but with a minimum expectation of two days/week connecting directly face-to-face with colleagues at the hub. For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics. Closing Date: 30th April 2024 Interview Dates: W/C 13th May 2024 We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible. If you require the job advert or job description in an alternative format, please contact .
Learner Enrolment Advisor Hybrid Location: Birmingham, B24 9FD, Hybrid Salary : £25,730 - £31,448 per annum, DOE Benefits: Hybrid Working, Performance-Related Bonus, Pension, Life Assurance, Additional Holiday Purchase, Health Cash Plan, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources. Why do we want you? You have experience of working in an office or administrative role and are looking for an opportunity where you can develop in the field of education and professional services. CLT International is a global provider of education for professionals working in financial services. The company is UK-based with a global student community and has trained over 21,000 professionals, working in private wealth, succession planning, and investment funds. CLTI maintains relationships with some of the world s largest financial and legal institutions, regulatory bodies and government departments. As our Learning Enrolment Advisor you will work within Learning Enrolment Team who are responsible for the processing of global learning product enrolments from new B2C customers; ensuring any specific eligibility criteria is adhered to and provide evidence to awarding bodies and considering any local tax regulations applicable. Adopting a customer centric approach and providing exceptional customer service and adhering to business operating SLAs. Responsibilities of Learner Enrolment Advisor: Have an excellent standard of product knowledge, to accurately process enrolments and provide customer enrolment guidance as required. Adhere to team s KPI and SLAs and demonstrate a commitment to continuously improve on service delivery and customer satisfaction. Work closely with the learner recruitment team as part of the onboarding team to implement a recruitment strategy to identify, attract, select and engage prospective learners. Embrace the customer centric culture within the team, with passion and enthusiasm to provide exceptional customer service and a positive approach to dealing with people from diverse backgrounds. Process all new B2C enrolments following identified process, ensuring compliance with SLA; booking terms and conditions; eligibility requirements; data protection and local tax regulations. Providing guidance to customers regarding any access to funding eligibility. Working with Marketing and Learning Support Team to ensure the website course date information is accurate. Supporting Learning Enrolment Manager with any sales reporting as required. In order to be successful in this role you must have: Experience in an office or related administrative role (education or membership desirable) IT skills and experience of Microsoft Office (including Outlook, Word, Excel, and PowerPoint ) Organisational skills and prioritisation skills with the ability to multi-task Interpersonal, written and verbal communication skills Customer service skills Before you go Find what you re looking for! Our people sought out empowerment and opportunity. And they found both here. You ll find what you re looking for too. Our values help us achieve our goals whether they re personal, professional or those of our client. We believe in inclusivity and collaboration; we stay curious and ambitious and champion innovation. Here, colleagues are trusted partners who act with integrity. We are brave and passionate. Courageous and creative. We are Wilmington PLC. Are you?
Apr 17, 2024
Full time
Learner Enrolment Advisor Hybrid Location: Birmingham, B24 9FD, Hybrid Salary : £25,730 - £31,448 per annum, DOE Benefits: Hybrid Working, Performance-Related Bonus, Pension, Life Assurance, Additional Holiday Purchase, Health Cash Plan, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources. Why do we want you? You have experience of working in an office or administrative role and are looking for an opportunity where you can develop in the field of education and professional services. CLT International is a global provider of education for professionals working in financial services. The company is UK-based with a global student community and has trained over 21,000 professionals, working in private wealth, succession planning, and investment funds. CLTI maintains relationships with some of the world s largest financial and legal institutions, regulatory bodies and government departments. As our Learning Enrolment Advisor you will work within Learning Enrolment Team who are responsible for the processing of global learning product enrolments from new B2C customers; ensuring any specific eligibility criteria is adhered to and provide evidence to awarding bodies and considering any local tax regulations applicable. Adopting a customer centric approach and providing exceptional customer service and adhering to business operating SLAs. Responsibilities of Learner Enrolment Advisor: Have an excellent standard of product knowledge, to accurately process enrolments and provide customer enrolment guidance as required. Adhere to team s KPI and SLAs and demonstrate a commitment to continuously improve on service delivery and customer satisfaction. Work closely with the learner recruitment team as part of the onboarding team to implement a recruitment strategy to identify, attract, select and engage prospective learners. Embrace the customer centric culture within the team, with passion and enthusiasm to provide exceptional customer service and a positive approach to dealing with people from diverse backgrounds. Process all new B2C enrolments following identified process, ensuring compliance with SLA; booking terms and conditions; eligibility requirements; data protection and local tax regulations. Providing guidance to customers regarding any access to funding eligibility. Working with Marketing and Learning Support Team to ensure the website course date information is accurate. Supporting Learning Enrolment Manager with any sales reporting as required. In order to be successful in this role you must have: Experience in an office or related administrative role (education or membership desirable) IT skills and experience of Microsoft Office (including Outlook, Word, Excel, and PowerPoint ) Organisational skills and prioritisation skills with the ability to multi-task Interpersonal, written and verbal communication skills Customer service skills Before you go Find what you re looking for! Our people sought out empowerment and opportunity. And they found both here. You ll find what you re looking for too. Our values help us achieve our goals whether they re personal, professional or those of our client. We believe in inclusivity and collaboration; we stay curious and ambitious and champion innovation. Here, colleagues are trusted partners who act with integrity. We are brave and passionate. Courageous and creative. We are Wilmington PLC. Are you?
ROYAL AGRICULTURAL UNIVERSITY
Cirencester, Gloucestershire
Development Officer Administrator Location: Cirencester (Flexible or remote working may be considered) Salary: Grade 3: £21,252 - £23,144 per annum (pro rata £10,626-£11,572) Hours: Part-time, 0.5 FTE; 17.5 hours per week The Royal Agricultural University, founded in 1845 (as the Royal Agricultural College), has a global network of circa 17,000 RAU alumni. The Development Office is responsible for maintaining and developing those relationships, as well as for raising funds to support the University's strategic priorities including maintaining the University's heritage, innovation projects, student scholarships and bursaries and research. The Development Office Administrator is the cornerstone of the Development Office, ensuring that all data is accurate, that fundraising briefings are prepared, gifts are processed in a timely manner and thank yous sent, and that events run smoothly and successfully. To succeed in this role, you will have great attention to detail, be curious and be an excellent team player. Key Responsibilities Lead on database administration to create and update records on CRM system Raiser's Edge and RAU Connect to ensure accuracy and integrity of data. This includes leading on an annual programme of student data uploads and data cleaning updates. Inputting financial gifts on Raisers Edge and facilitating the appropriate thanking and stewardship. Reconciling gift income between Raisers' Edge database and the University finance system, in line with agreed procedures and working closely with the Finance team. Undertake data analysis and reporting requests as required. Working with the team to implement standards and procedures for Raisers' Edge database. Maintain confidentiality and meet Data Protection and any other relevant statutory requirements. Conduct prospect research to identify individuals and organisations that can support the University's fundraising strategy, identify event speakers and guests, write prospect profiles, event briefings and due diligence reports. Assist in the administration, planning and delivery of events, working with the team, including occasional event attendance and guest attendance updates on the database. Work with departmental peers to build effective working relationships, developing collaboration and integration across the University. Assist with other alumni and fundraising tasks as needed in collaboration with the Head of Development and Alumni Relations, and wider External Relations directorate as required General Responsibilities: The University is committed to equality of opportunity. All staff are required to comply with current legislation, University policies and good practice guidance. All staff are required to act in a way that safeguards the health and wellbeing of children and vulnerable adults at all times. The post-holder must be familiar with and adhere to appropriate safeguarding policies and guidance and participate in related mandatory/statutory training. Managers have a responsibility to ensure their team members understand their individual responsibilities with regard to safeguarding children and vulnerable adults. All staff are required to participate in the University appraisal process and should ensure they are familiar with the process and plan time to prepare for their appraisal. Following the appraisal, staff are expected to undertake in any necessary learning and development and work towards the objectives that have been set. The University expects staff to attend any training designated as mandatory and to undertake learning and development activities to support their role. Managers must facilitate learning and development within their teams. It is a condition of employment that staff will not disclose any information obtained in the course of their duties other than to those entitled to receive it. The post-holder must ensure that the confidentiality of personal data remains secure and that restricted information or highly restricted information to which they have access remains confidential during and after their employment at Royal Agricultural University. All staff must undergo appropriate data protection training as required. All absences from work must be reported in accordance with the University's absence procedures and recorded on iTrent. The University acknowledges its responsibility to provide a safe, smoke-free environment, to its employees, service users and visitors. It is the policy of the University not to allow smoking on university premises other than in specifically designated areas. Person Speficiation Educated to A level or equivalent qualification or professional work experience in a relevant area Experience of office administration tasks Experience of customer-facing roles Excellent IT literacy, with working knowledge of social media, Microsoft Office applications including Teams, Word, Excel, PowerPoint, Outlook Excellent people skills with the ability to establish a rapport with alumni, students, staff and members of the public from all walks of life To Apply If you feel you are a suitable candidate and would like to work for The Royal Agricultural University, then please click apply to be redirected to their website to complete your application.
Apr 17, 2024
Full time
Development Officer Administrator Location: Cirencester (Flexible or remote working may be considered) Salary: Grade 3: £21,252 - £23,144 per annum (pro rata £10,626-£11,572) Hours: Part-time, 0.5 FTE; 17.5 hours per week The Royal Agricultural University, founded in 1845 (as the Royal Agricultural College), has a global network of circa 17,000 RAU alumni. The Development Office is responsible for maintaining and developing those relationships, as well as for raising funds to support the University's strategic priorities including maintaining the University's heritage, innovation projects, student scholarships and bursaries and research. The Development Office Administrator is the cornerstone of the Development Office, ensuring that all data is accurate, that fundraising briefings are prepared, gifts are processed in a timely manner and thank yous sent, and that events run smoothly and successfully. To succeed in this role, you will have great attention to detail, be curious and be an excellent team player. Key Responsibilities Lead on database administration to create and update records on CRM system Raiser's Edge and RAU Connect to ensure accuracy and integrity of data. This includes leading on an annual programme of student data uploads and data cleaning updates. Inputting financial gifts on Raisers Edge and facilitating the appropriate thanking and stewardship. Reconciling gift income between Raisers' Edge database and the University finance system, in line with agreed procedures and working closely with the Finance team. Undertake data analysis and reporting requests as required. Working with the team to implement standards and procedures for Raisers' Edge database. Maintain confidentiality and meet Data Protection and any other relevant statutory requirements. Conduct prospect research to identify individuals and organisations that can support the University's fundraising strategy, identify event speakers and guests, write prospect profiles, event briefings and due diligence reports. Assist in the administration, planning and delivery of events, working with the team, including occasional event attendance and guest attendance updates on the database. Work with departmental peers to build effective working relationships, developing collaboration and integration across the University. Assist with other alumni and fundraising tasks as needed in collaboration with the Head of Development and Alumni Relations, and wider External Relations directorate as required General Responsibilities: The University is committed to equality of opportunity. All staff are required to comply with current legislation, University policies and good practice guidance. All staff are required to act in a way that safeguards the health and wellbeing of children and vulnerable adults at all times. The post-holder must be familiar with and adhere to appropriate safeguarding policies and guidance and participate in related mandatory/statutory training. Managers have a responsibility to ensure their team members understand their individual responsibilities with regard to safeguarding children and vulnerable adults. All staff are required to participate in the University appraisal process and should ensure they are familiar with the process and plan time to prepare for their appraisal. Following the appraisal, staff are expected to undertake in any necessary learning and development and work towards the objectives that have been set. The University expects staff to attend any training designated as mandatory and to undertake learning and development activities to support their role. Managers must facilitate learning and development within their teams. It is a condition of employment that staff will not disclose any information obtained in the course of their duties other than to those entitled to receive it. The post-holder must ensure that the confidentiality of personal data remains secure and that restricted information or highly restricted information to which they have access remains confidential during and after their employment at Royal Agricultural University. All staff must undergo appropriate data protection training as required. All absences from work must be reported in accordance with the University's absence procedures and recorded on iTrent. The University acknowledges its responsibility to provide a safe, smoke-free environment, to its employees, service users and visitors. It is the policy of the University not to allow smoking on university premises other than in specifically designated areas. Person Speficiation Educated to A level or equivalent qualification or professional work experience in a relevant area Experience of office administration tasks Experience of customer-facing roles Excellent IT literacy, with working knowledge of social media, Microsoft Office applications including Teams, Word, Excel, PowerPoint, Outlook Excellent people skills with the ability to establish a rapport with alumni, students, staff and members of the public from all walks of life To Apply If you feel you are a suitable candidate and would like to work for The Royal Agricultural University, then please click apply to be redirected to their website to complete your application.
The Office of the Police and Crime Commissioner (OPCC) for Avon and Somerset is looking to recruit a Senior Policy and Partnerships Manager to cover a period of maternity leave. This is an exciting Police Staff role that leads a portfolio of policy, partnership and commissioning work across the Policy, Partnerships and Commissioning Directorate of the OPCC. The role is based in Portishead, near Bristol, with hybrid working. Reporting to the Director of Policy and Partnerships, this is a key role within the Directorate, working to deliver the PCC's Police and Crime Plan. You will lead a portfolio of work with the main focus to reduce reoffending and to help prevent crime from occurring in the first place. This role is the OPCC representative at the five Combatting Drugs Partnerships across Avon and Somerset working alongside key stakeholders to improves access to treatment services, improve enforcement and prioritise prevention. You will have responsibility for a range of funding secured from government including Safer Streets and the Domestic Abuse Perpetrator Fund. You will represent the PCC at a range of partnerships including Community Safety Partnerships and will lead the delivery of Avon & Somerset's Reducing Reoffending Board and Strategy. The core responsibilities of this interesting and varied role are: Lead and support the development and implementation of a wide range of policies, plans and strategies, including key national initiatives and/or PCC priorities, such as strengthening the approach to reducing reoffending and prevention in order to prevent offending and improve outcomes for victims. Support the development and implementation of the PCC s commissioning strategy in line with their priorities. Ensure funds are bid for, and oversee grant and commissioning processes, including contract monitoring of funding recipients. Lead and manage the Policy, Partnerships and Commissioning Manager, ensuring they have clear objectives and are supported to meet these, including by coaching. Provide high quality advice and briefing as required to support the Director/ Chief of Staff/ PCC / DPCC in developing and delivering the business of the OPCC. Develop effective strategic relationships with relevant parts of ASP, other delivery partners and relevant stakeholders to identify and progress shared agendas What the OPCC are looking for: Ideally you will have experience of commissioning, policy and partnership work and be used to working in a political environment with a range of competing deadlines. You will be able to build credibility and relationships at senior management level in order to deliver positive solutions to complex issues. Your organisation and time management skills will need to be strong to respond to time limited requests and being about to remain calm under pressure is also a key competency of this position holder. What the OPCC can offer you: A package of financial, lifestyle and health benefits. Including: Flexible working Hybrid working approach Free onsite parking at Police HQ, Portishead Access to a gym at HQ for a minimal monthly subscription Continuous professional development Local Government Pension Scheme Wellness Initiatives Employee Assistance Programme Access to leisure and retail discounts The Office of the Police and Crime Commissioner (OPCC) is run by a dedicated team who support the Police and Crime Commissioner (PCC). The role of the Police and Crime Commissioner (PCC) is to be the voice of local people in policing and to hold the Chief Constable to account. The aim of all PCCs is to ensure the delivery of an effective and efficient police service within their force area. We are looking for someone that will embrace our purpose to lead improvement in efficiency and effectiveness of policing, victim support and criminal justice services on behalf of local people and our values of Openness, Partnership, Compassion and Coura ge.
Apr 16, 2024
Seasonal
The Office of the Police and Crime Commissioner (OPCC) for Avon and Somerset is looking to recruit a Senior Policy and Partnerships Manager to cover a period of maternity leave. This is an exciting Police Staff role that leads a portfolio of policy, partnership and commissioning work across the Policy, Partnerships and Commissioning Directorate of the OPCC. The role is based in Portishead, near Bristol, with hybrid working. Reporting to the Director of Policy and Partnerships, this is a key role within the Directorate, working to deliver the PCC's Police and Crime Plan. You will lead a portfolio of work with the main focus to reduce reoffending and to help prevent crime from occurring in the first place. This role is the OPCC representative at the five Combatting Drugs Partnerships across Avon and Somerset working alongside key stakeholders to improves access to treatment services, improve enforcement and prioritise prevention. You will have responsibility for a range of funding secured from government including Safer Streets and the Domestic Abuse Perpetrator Fund. You will represent the PCC at a range of partnerships including Community Safety Partnerships and will lead the delivery of Avon & Somerset's Reducing Reoffending Board and Strategy. The core responsibilities of this interesting and varied role are: Lead and support the development and implementation of a wide range of policies, plans and strategies, including key national initiatives and/or PCC priorities, such as strengthening the approach to reducing reoffending and prevention in order to prevent offending and improve outcomes for victims. Support the development and implementation of the PCC s commissioning strategy in line with their priorities. Ensure funds are bid for, and oversee grant and commissioning processes, including contract monitoring of funding recipients. Lead and manage the Policy, Partnerships and Commissioning Manager, ensuring they have clear objectives and are supported to meet these, including by coaching. Provide high quality advice and briefing as required to support the Director/ Chief of Staff/ PCC / DPCC in developing and delivering the business of the OPCC. Develop effective strategic relationships with relevant parts of ASP, other delivery partners and relevant stakeholders to identify and progress shared agendas What the OPCC are looking for: Ideally you will have experience of commissioning, policy and partnership work and be used to working in a political environment with a range of competing deadlines. You will be able to build credibility and relationships at senior management level in order to deliver positive solutions to complex issues. Your organisation and time management skills will need to be strong to respond to time limited requests and being about to remain calm under pressure is also a key competency of this position holder. What the OPCC can offer you: A package of financial, lifestyle and health benefits. Including: Flexible working Hybrid working approach Free onsite parking at Police HQ, Portishead Access to a gym at HQ for a minimal monthly subscription Continuous professional development Local Government Pension Scheme Wellness Initiatives Employee Assistance Programme Access to leisure and retail discounts The Office of the Police and Crime Commissioner (OPCC) is run by a dedicated team who support the Police and Crime Commissioner (PCC). The role of the Police and Crime Commissioner (PCC) is to be the voice of local people in policing and to hold the Chief Constable to account. The aim of all PCCs is to ensure the delivery of an effective and efficient police service within their force area. We are looking for someone that will embrace our purpose to lead improvement in efficiency and effectiveness of policing, victim support and criminal justice services on behalf of local people and our values of Openness, Partnership, Compassion and Coura ge.
Senior Credit Risk Analyst This is an exceptional opportunity for a skilled professional to join a dynamic team and contribute to the organisations credit risk management framework. The company is based in the City of London and cash management turnover is in excess of £7 trillion a year. This is a senior key role within the Risk Management team where you will have the opportunity to deputise for the Credit & Market Risk Manager on occasion. The main purpose of this role is to complete credit reviews relating to the trading counterparties (eg pension funds, banks, money market funds, central clearing counterparties, brokers). This will also involve setting credit limits for dealing activity across financial markets and to help identify improvements to existing risk policies and processes where possible. You will be required to use your own initiative to formulate proposals by researching all risk aspects relevant to the subject, which will be presented at the Risk Committee attended by Senior Management. Key Responsibilities: Credit Analysis and due diligence on new and existing counterparties: pension funds, banks, money market funds, central clearing counterparties, brokers, trading platforms and occasionally commercial suppliers. Writing credit proposals for trading limits to support cash management activities in financial markets, which will be presented to the credit & market risk committee. Manage onboarding of new counterparties including liaising with legal colleagues regarding negotiation of risk aspects of GMRA and ISDA agreements. Monitoring and reporting on credit conditions and market developments affecting the organisation and its counterparties. Identification of risks and necessary policy changes for new counterparty types or products Identifying risk policy, process, control or system improvements. Maintaining positive regular dialogue with key internal stakeholders (eg. Senior managers, Front Office staff, risk team members) to discuss relevant issues, inform on progress and confirm priorities. Support the risk aspects of projects and initiatives. Some knowledge of market risk and good Excel proficiency would be an advantage, but training can be provided. Experience and Technical Skills: You need- Deep experience of credit analysis of a range of counterparty types A sound understanding of credit worthiness with at least one of the following; pension funds, banks, central counterparties and broking firms. Deep experience of producing analysis-based credit limit proposals for submission and/or presentation for risk committee approval. A good understanding of the credit risks inherent in traded products such as repo, FX swaps, certificates of deposit. Excellent oral and written communication skills in order to carry out presentations and deal positively with internal and external stakeholders (eg senior managers, dealers, and market counterparties) in a confident, well-reasoned manner. Salary is £75k base plus 27% Pension contribution from organisation (£20,250) plus 12% Bonus (total package in excess of £105k) Benefits include. - An annual leave allowance of 27.5 days plus paid bank holidays. - Pension contribution from organisation of 27% - Subsidised gym membership - Interest free season ticket loan - Family friendly HR policies including paid maternity, paternity and adoption leave - A working culture which encourages inclusion and diversity - Professional Qualifications, Training & Development - The company provides financial support to employees undertaking professional qualifications, skills training and development that are relevant to the role. They will also pay individual subscriptions to professional bodies. This is a hybrid role with 2/3 days in the office in Central London.
Apr 16, 2024
Full time
Senior Credit Risk Analyst This is an exceptional opportunity for a skilled professional to join a dynamic team and contribute to the organisations credit risk management framework. The company is based in the City of London and cash management turnover is in excess of £7 trillion a year. This is a senior key role within the Risk Management team where you will have the opportunity to deputise for the Credit & Market Risk Manager on occasion. The main purpose of this role is to complete credit reviews relating to the trading counterparties (eg pension funds, banks, money market funds, central clearing counterparties, brokers). This will also involve setting credit limits for dealing activity across financial markets and to help identify improvements to existing risk policies and processes where possible. You will be required to use your own initiative to formulate proposals by researching all risk aspects relevant to the subject, which will be presented at the Risk Committee attended by Senior Management. Key Responsibilities: Credit Analysis and due diligence on new and existing counterparties: pension funds, banks, money market funds, central clearing counterparties, brokers, trading platforms and occasionally commercial suppliers. Writing credit proposals for trading limits to support cash management activities in financial markets, which will be presented to the credit & market risk committee. Manage onboarding of new counterparties including liaising with legal colleagues regarding negotiation of risk aspects of GMRA and ISDA agreements. Monitoring and reporting on credit conditions and market developments affecting the organisation and its counterparties. Identification of risks and necessary policy changes for new counterparty types or products Identifying risk policy, process, control or system improvements. Maintaining positive regular dialogue with key internal stakeholders (eg. Senior managers, Front Office staff, risk team members) to discuss relevant issues, inform on progress and confirm priorities. Support the risk aspects of projects and initiatives. Some knowledge of market risk and good Excel proficiency would be an advantage, but training can be provided. Experience and Technical Skills: You need- Deep experience of credit analysis of a range of counterparty types A sound understanding of credit worthiness with at least one of the following; pension funds, banks, central counterparties and broking firms. Deep experience of producing analysis-based credit limit proposals for submission and/or presentation for risk committee approval. A good understanding of the credit risks inherent in traded products such as repo, FX swaps, certificates of deposit. Excellent oral and written communication skills in order to carry out presentations and deal positively with internal and external stakeholders (eg senior managers, dealers, and market counterparties) in a confident, well-reasoned manner. Salary is £75k base plus 27% Pension contribution from organisation (£20,250) plus 12% Bonus (total package in excess of £105k) Benefits include. - An annual leave allowance of 27.5 days plus paid bank holidays. - Pension contribution from organisation of 27% - Subsidised gym membership - Interest free season ticket loan - Family friendly HR policies including paid maternity, paternity and adoption leave - A working culture which encourages inclusion and diversity - Professional Qualifications, Training & Development - The company provides financial support to employees undertaking professional qualifications, skills training and development that are relevant to the role. They will also pay individual subscriptions to professional bodies. This is a hybrid role with 2/3 days in the office in Central London.
End Date Monday 29 April 2024 Salary Range £68,202 - £75,780 We support flexible working - click here for more information on flexible working options Flexible Working Options Job Share Job Description Summary . Job Description JOB TITLE: Treasury Change Manager SALARY: £68,202 - £75,780 LOCATION: Leeds (Lovell Park) HOURS:Full time WORKING PATTERN:Hybrid, 40% (or two days a week) in our Leeds office About this opportunity: We have an exciting opportunity for a finance professional with experience in Treasury management, to join us. You'll function as Treasury Change Manager in a feature team, who will be responsible for providing treasury management knowledge and supporting the delivery of both regulatory and transformational change. As part of the Finance Platform, our purpose is to enable a safe, sustainable Finance function that supports the LBG strategy & customer needs. This role sits within the Balance Sheet and Regulatory Reporting lab. Our purpose is to deliver the regulatory and transformational capability uplift across various products which includes Capital Management, Liquidity Risk Management, Asset Encumbrance, Regulatory Reporting and RWAs, Funds transfer Pricing and Interest Rate Banking Book Risk. We work in a fully agile environment to support delivery at pace and continually providing regular improvements to the products for our customers. We use their feedback to truly deliver a product that our customers value. Key Responsibilities: Lead and motivate change initiatives within the Treasury department, ensuring alignment with organizational goals and objectives. Collaborate with the business, risk, front office, product platforms and policy teams to drive business requirements and to define/ deliver the product backlog. Provide support during User Acceptance Testing (UAT) to ensure changes are tested and implemented effectively and in line with business expectations. Work in an agile manner to deliver results efficiently and effectively, demonstrating iterative and collaborative approaches. Assist and execute comprehensive change into wider team leadership and strategy. About us: If you think all banks are the same, you d be wrong. We re an innovative, fast-changing business that s shaping finance as a force for good. A bank that s empowering its people to innovate, explore possibilities and grow with purpose. What you'll need: Key capabilities/knowledge: Possess an in-depth knowledge of Treasury data and applications, particularly in Liquidity reporting and management information (MI), serving as a subject matter expert (SME). Experience in Asset Encumbrance reporting processes and change within a corporate or financial institution. Strong understanding of Treasury s purpose and the financial risks it manages with a particular focus on encumbrance reporting. A positive record of leading and handling change initiatives, within an agile environment. Collaboration, communication, presentation, team skills, with the ability to influence and across all levels of the organization. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it s why we especially welcome applications from under-represented groups. We re disability confident. So, if you d like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual bonus award, subject to Group performance Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Want to do amazing work, that s interesting and makes a difference to millions of people?Join our journey. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Apr 16, 2024
Full time
End Date Monday 29 April 2024 Salary Range £68,202 - £75,780 We support flexible working - click here for more information on flexible working options Flexible Working Options Job Share Job Description Summary . Job Description JOB TITLE: Treasury Change Manager SALARY: £68,202 - £75,780 LOCATION: Leeds (Lovell Park) HOURS:Full time WORKING PATTERN:Hybrid, 40% (or two days a week) in our Leeds office About this opportunity: We have an exciting opportunity for a finance professional with experience in Treasury management, to join us. You'll function as Treasury Change Manager in a feature team, who will be responsible for providing treasury management knowledge and supporting the delivery of both regulatory and transformational change. As part of the Finance Platform, our purpose is to enable a safe, sustainable Finance function that supports the LBG strategy & customer needs. This role sits within the Balance Sheet and Regulatory Reporting lab. Our purpose is to deliver the regulatory and transformational capability uplift across various products which includes Capital Management, Liquidity Risk Management, Asset Encumbrance, Regulatory Reporting and RWAs, Funds transfer Pricing and Interest Rate Banking Book Risk. We work in a fully agile environment to support delivery at pace and continually providing regular improvements to the products for our customers. We use their feedback to truly deliver a product that our customers value. Key Responsibilities: Lead and motivate change initiatives within the Treasury department, ensuring alignment with organizational goals and objectives. Collaborate with the business, risk, front office, product platforms and policy teams to drive business requirements and to define/ deliver the product backlog. Provide support during User Acceptance Testing (UAT) to ensure changes are tested and implemented effectively and in line with business expectations. Work in an agile manner to deliver results efficiently and effectively, demonstrating iterative and collaborative approaches. Assist and execute comprehensive change into wider team leadership and strategy. About us: If you think all banks are the same, you d be wrong. We re an innovative, fast-changing business that s shaping finance as a force for good. A bank that s empowering its people to innovate, explore possibilities and grow with purpose. What you'll need: Key capabilities/knowledge: Possess an in-depth knowledge of Treasury data and applications, particularly in Liquidity reporting and management information (MI), serving as a subject matter expert (SME). Experience in Asset Encumbrance reporting processes and change within a corporate or financial institution. Strong understanding of Treasury s purpose and the financial risks it manages with a particular focus on encumbrance reporting. A positive record of leading and handling change initiatives, within an agile environment. Collaboration, communication, presentation, team skills, with the ability to influence and across all levels of the organization. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it s why we especially welcome applications from under-represented groups. We re disability confident. So, if you d like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual bonus award, subject to Group performance Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Want to do amazing work, that s interesting and makes a difference to millions of people?Join our journey. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Enterprise Sales Director - CRR Department: Sales/Marketing Employment Type: Permanent - Full Time Location: London, United Kingdom Reporting To: Chris Riggio Description As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will include the full suite of technology solutions including, Regulatory Reporting, Financial Reporting, Global Fund Reporting, Global Transaction Reporting, Shareholder Disclosure, Compliance Services and Managed Services. Your target market will span across Asset Managers, Fund Administrators, Hedge Funds, PE Firms and Broker Dealers in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Sales CRS, this role is critical for expanding the CRS business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts. Travel: Approximately 50% Key Responsibilities • Driving enterprise sales process (Upsell and New) from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with our Inside Sales (Business Development Representatives) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging to effectively capture all important insights, notes, and context from in- person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses Skills, Knowledge & Expertise • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Experience within Managed Service sales. • Experience using Salesforce, Teams, Outlook, LinkedIn • Background in Financial Technology Sales. • Understanding of Investment Management. What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme - Upto $3,000 per successful referral Plus many more! More about the Location We offer flexible working options for all employees. London Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today.
Apr 15, 2024
Full time
Enterprise Sales Director - CRR Department: Sales/Marketing Employment Type: Permanent - Full Time Location: London, United Kingdom Reporting To: Chris Riggio Description As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will include the full suite of technology solutions including, Regulatory Reporting, Financial Reporting, Global Fund Reporting, Global Transaction Reporting, Shareholder Disclosure, Compliance Services and Managed Services. Your target market will span across Asset Managers, Fund Administrators, Hedge Funds, PE Firms and Broker Dealers in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Sales CRS, this role is critical for expanding the CRS business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts. Travel: Approximately 50% Key Responsibilities • Driving enterprise sales process (Upsell and New) from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with our Inside Sales (Business Development Representatives) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging to effectively capture all important insights, notes, and context from in- person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses Skills, Knowledge & Expertise • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Experience within Managed Service sales. • Experience using Salesforce, Teams, Outlook, LinkedIn • Background in Financial Technology Sales. • Understanding of Investment Management. What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme - Upto $3,000 per successful referral Plus many more! More about the Location We offer flexible working options for all employees. London Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today.
Description About this role Business Unit Overview: BlackRock Private Equity Partners is the private equity investment solutions group at BlackRock, investing across direct co-investment, primary fund and secondary private equity strategies. Private Equity Partners has offices in New York, Princeton, Zurich, London, and Hong Kong with total client assets of approximately USD 45 billion across a range of commingled funds and separate accounts for institutional and wealth clients. This position is with BlackRock Private Equity Partners' Product Strategy team in London. Job Purpose/Background: BlackRock Private Equity Partners' Product Strategy team is seeking a highly motivated and ambitious individual interested in working in a fast-paced, international environment as a member of a close-knit team in the alternative investment industry. The candidate assumes a multi-faceted role that requires a passion for Private Equity investments, an entrepreneurial spirit, strong analytical and conceptual skills, flexibility, as well as dedicated client service orientation and communication skills. The candidate will be responsible for leading a broad set of activities across business development, investor solutions design and implementation as well as client service, which requires developing a broad understanding of BlackRock Private Equity Partners' business and investment strategies. In fulfilling theirtasks the position holder will have the opportunity to closely interact with the Private Equity Partners Investment Management team as well as other departments across BlackRock such as the Client Businesses, Risk Management & Quantitative Analysis, Legal, Tax, Reporting, Fund Administration, etc. Key Responsibilities: Business Development: Private Equity Partners Product Strategy team members serve as the subject matter expert during sales process, working alongside the pure sales teams to progress clients through diligence processes Participate in client meetings in close cooperation with relationship managers Develop proposals in close cooperation with internal partner departments (including responses to requests for proposal, pitch decks) Investor Solutions / Product Development: Ideation and project management for new product development, including custom solutions (separate accounts) and new commingled products Managing the process through decisions on investment strategy, governance/cooperation framework, legal structuring, services, pricing, etc. Requires working within the PEP team to achieve consensus on business points and then coordinating with a range of teams across the firm to achieve desired outcomes (Investment Management, Legal, Tax, Reporting, etc.) Client Service: Respond to ad hoc client requests on a range of topics (investment performance, portfolio construction, reporting, etc.) across any/all of PEP's funds and accounts Prepare and deliver client portfolio reviews for separate accounts and commingled funds including quantitative and qualitative portfolio analyses; Work with sales teams to deliver smoothly and efficiently to clients Develop varied analyses (e.g. industry- / client-related) Knowledge/Experience: Bachelor's degree Fluency in French and English is essential 6-10 years experience in the financial services / asset management / private market industry and/or consulting Full proficiency in Word, Excel and Power Point Skills/Competencies: Strong analytical and conceptual skills Proven project management skills Strong service orientation and presentation skills Ability to multi-task and work in a fast-paced environment Persuasive and polished written and oral communication skills Team player with strong interpersonal skills Demonstrates entrepreneurial spirit and is willing to assume additional responsibilities Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit Twitter: LinkedIn: BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
Apr 15, 2024
Full time
Description About this role Business Unit Overview: BlackRock Private Equity Partners is the private equity investment solutions group at BlackRock, investing across direct co-investment, primary fund and secondary private equity strategies. Private Equity Partners has offices in New York, Princeton, Zurich, London, and Hong Kong with total client assets of approximately USD 45 billion across a range of commingled funds and separate accounts for institutional and wealth clients. This position is with BlackRock Private Equity Partners' Product Strategy team in London. Job Purpose/Background: BlackRock Private Equity Partners' Product Strategy team is seeking a highly motivated and ambitious individual interested in working in a fast-paced, international environment as a member of a close-knit team in the alternative investment industry. The candidate assumes a multi-faceted role that requires a passion for Private Equity investments, an entrepreneurial spirit, strong analytical and conceptual skills, flexibility, as well as dedicated client service orientation and communication skills. The candidate will be responsible for leading a broad set of activities across business development, investor solutions design and implementation as well as client service, which requires developing a broad understanding of BlackRock Private Equity Partners' business and investment strategies. In fulfilling theirtasks the position holder will have the opportunity to closely interact with the Private Equity Partners Investment Management team as well as other departments across BlackRock such as the Client Businesses, Risk Management & Quantitative Analysis, Legal, Tax, Reporting, Fund Administration, etc. Key Responsibilities: Business Development: Private Equity Partners Product Strategy team members serve as the subject matter expert during sales process, working alongside the pure sales teams to progress clients through diligence processes Participate in client meetings in close cooperation with relationship managers Develop proposals in close cooperation with internal partner departments (including responses to requests for proposal, pitch decks) Investor Solutions / Product Development: Ideation and project management for new product development, including custom solutions (separate accounts) and new commingled products Managing the process through decisions on investment strategy, governance/cooperation framework, legal structuring, services, pricing, etc. Requires working within the PEP team to achieve consensus on business points and then coordinating with a range of teams across the firm to achieve desired outcomes (Investment Management, Legal, Tax, Reporting, etc.) Client Service: Respond to ad hoc client requests on a range of topics (investment performance, portfolio construction, reporting, etc.) across any/all of PEP's funds and accounts Prepare and deliver client portfolio reviews for separate accounts and commingled funds including quantitative and qualitative portfolio analyses; Work with sales teams to deliver smoothly and efficiently to clients Develop varied analyses (e.g. industry- / client-related) Knowledge/Experience: Bachelor's degree Fluency in French and English is essential 6-10 years experience in the financial services / asset management / private market industry and/or consulting Full proficiency in Word, Excel and Power Point Skills/Competencies: Strong analytical and conceptual skills Proven project management skills Strong service orientation and presentation skills Ability to multi-task and work in a fast-paced environment Persuasive and polished written and oral communication skills Team player with strong interpersonal skills Demonstrates entrepreneurial spirit and is willing to assume additional responsibilities Our benefits To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit Twitter: LinkedIn: BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
The Company Cover Genius is a Series D insurtech that protects the global customers of the world's largest digital companies including Booking Holdings, owner of Priceline, Kayak and , Intuit, Uber, Hopper , Ryanair , Turkish Airlines, Descartes ShipRush, Zip and SeatGeek. We're also available at Amazon , Flipkart , eBay , Wayfair and SE Asia's largest company, Shopee. Our partners integrate with XCover , our award-winning insurance distribution platform, to embed protection for millions of customers worldwide each year. Our team and products have been recognized with dozens of awards including by the Financial Times which ranked Cover Genius as the fastest-growing company in APAC in 2020. Our diverse team across 20+ countries and many language groups commit itself to diverse cultural programs, in particular "CG Gives" which makes social entrepreneurs out of us all and funds development initiatives in global communities. Our People are Bold, Authentic, Purposeful and Inspired Our People are not Perfect, Traditional, Complacent or Cautious About the Role As an Underwriting Director on our Insurance Team, you will own the strategy, underwriting guidelines, pricing and product development for all products created in-house through our own capacity facilities. To drive success in this role, you will have deep experience in underwriting, insurance product development and portfolio management. As the Underwriting Director you will build the strategy for how we underwrite our own insurance products in Europe, own the guidelines and framework for evaluating new products, and serve as the DRI responsible for bringing those products to market to timelines. Regular collaboration with the insurance, partner services, risk and finance teams will be key in ensuring the build out of a healthy portfolio of in-house products is achieved. What will your day look like? You will Definition and successful execution of KPIs within the product management, actuarial and data teams P&L management of the product portfolio of in house products Develop and maintain underwriting guidelines for a suite of products in the portfolio Assist in the development of our reinsurance strategy, focusing on capital efficiency Development and execution of product management, underwriting and actuarial processes to deliver products as efficiently as possible Working with senior business development members, define and successfully execute product roadmaps, ensuring they are reviewed regularly for all partners Weekly and monthly general reporting including presenting commentary at meetings as needed Support CG MGA and Partnerships teams for product and pricing proposals and financial modeling Manage the strategic product roadmap and execute on the plan by running a solid project plan with the various internal teams and external reinsurance teams What you will bring; 5+ years of experience as a senior product manager with P&L responsibility over a product line or group of clients In-depth understanding of the insurance industry, including pricing, analytics and close interactions with actuarial teams Client facing experience with senior management to negotiate contracts or to strategise on how to grow the business and/or to drive profitability Excellent report writing skills, experience preparing reports and presentations for Senior management / Committee or Board review Track record in developing insurance products and ongoing product/portfolio management Cover Genius not only cares about being the best in our industry, we care about our team. We're a business that understands life can be fluid and so we flex to ensure we provide the environment to suit that. What does that mean? • Flexible Work Environment - we are outcome focussed and understand that for our people to perform at their best flexibility is critical. • Employee Stock Options - we want our people to share in our success, we reward them with ownership for their contribution in creating a world-class company. • Work with like-minded people who are passionate about both the work we're doing and giving back. Our CG Gives programs enables us to all become philanthropists through our peer recognition and rewards system. • Social Initiatives - pictures speak a thousand words! Sound interesting? If you think you have the best composition of the above,send us your resume and let's chat! Cover Genius promotes diversity and inclusivity. We don't tolerate discrimination, demeaning treatment of anyone, or harassment due to race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.
Apr 14, 2024
Full time
The Company Cover Genius is a Series D insurtech that protects the global customers of the world's largest digital companies including Booking Holdings, owner of Priceline, Kayak and , Intuit, Uber, Hopper , Ryanair , Turkish Airlines, Descartes ShipRush, Zip and SeatGeek. We're also available at Amazon , Flipkart , eBay , Wayfair and SE Asia's largest company, Shopee. Our partners integrate with XCover , our award-winning insurance distribution platform, to embed protection for millions of customers worldwide each year. Our team and products have been recognized with dozens of awards including by the Financial Times which ranked Cover Genius as the fastest-growing company in APAC in 2020. Our diverse team across 20+ countries and many language groups commit itself to diverse cultural programs, in particular "CG Gives" which makes social entrepreneurs out of us all and funds development initiatives in global communities. Our People are Bold, Authentic, Purposeful and Inspired Our People are not Perfect, Traditional, Complacent or Cautious About the Role As an Underwriting Director on our Insurance Team, you will own the strategy, underwriting guidelines, pricing and product development for all products created in-house through our own capacity facilities. To drive success in this role, you will have deep experience in underwriting, insurance product development and portfolio management. As the Underwriting Director you will build the strategy for how we underwrite our own insurance products in Europe, own the guidelines and framework for evaluating new products, and serve as the DRI responsible for bringing those products to market to timelines. Regular collaboration with the insurance, partner services, risk and finance teams will be key in ensuring the build out of a healthy portfolio of in-house products is achieved. What will your day look like? You will Definition and successful execution of KPIs within the product management, actuarial and data teams P&L management of the product portfolio of in house products Develop and maintain underwriting guidelines for a suite of products in the portfolio Assist in the development of our reinsurance strategy, focusing on capital efficiency Development and execution of product management, underwriting and actuarial processes to deliver products as efficiently as possible Working with senior business development members, define and successfully execute product roadmaps, ensuring they are reviewed regularly for all partners Weekly and monthly general reporting including presenting commentary at meetings as needed Support CG MGA and Partnerships teams for product and pricing proposals and financial modeling Manage the strategic product roadmap and execute on the plan by running a solid project plan with the various internal teams and external reinsurance teams What you will bring; 5+ years of experience as a senior product manager with P&L responsibility over a product line or group of clients In-depth understanding of the insurance industry, including pricing, analytics and close interactions with actuarial teams Client facing experience with senior management to negotiate contracts or to strategise on how to grow the business and/or to drive profitability Excellent report writing skills, experience preparing reports and presentations for Senior management / Committee or Board review Track record in developing insurance products and ongoing product/portfolio management Cover Genius not only cares about being the best in our industry, we care about our team. We're a business that understands life can be fluid and so we flex to ensure we provide the environment to suit that. What does that mean? • Flexible Work Environment - we are outcome focussed and understand that for our people to perform at their best flexibility is critical. • Employee Stock Options - we want our people to share in our success, we reward them with ownership for their contribution in creating a world-class company. • Work with like-minded people who are passionate about both the work we're doing and giving back. Our CG Gives programs enables us to all become philanthropists through our peer recognition and rewards system. • Social Initiatives - pictures speak a thousand words! Sound interesting? If you think you have the best composition of the above,send us your resume and let's chat! Cover Genius promotes diversity and inclusivity. We don't tolerate discrimination, demeaning treatment of anyone, or harassment due to race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.
Salary: £50,935.07 per annum Location: Homeworking with expectation to travel to our London Office as required Contract: Permanent Hours : 37.5 per week Closing date: Thursday 2nd May at 11:30pm Are you a qualified CCAB, CIMA or overseas equivalent, or in the final stages of qualification? Do you have proven experience of assessing financial risk and producing insightful financial analysis, plus a real desire to further develop? Then join Shelter as a Finance Business Partner and you could soon be playing a key role within our Financial Planning and Analysis team. About Shelter A home is a fundamental human need, as essential as education or healthcare. Yet millions of people across Britain struggle on a daily basis with homelessness, bad housing conditions, soaring rents, discrimination and the threat of eviction. So, we are striving for change, with individuals, in communities, across society, and leading the way to a safe home. We need ambitious, best-in-class individuals who are passionate about our cause to join us at this exciting time. This is your chance to play a part in the fundamental change we are striving to achieve. At Shelter we are united by our purpose to defend the right to a safe home. Our enemy is the social injustice at the core of the escalating housing emergency. We believe that to win that fight, we must be representative of the people we are here to help and those who support our movement for change. In all our people decisions, we take pride in being inclusive, fair, equitable and transparent. We have committed to combat racism both within and outside Shelter and welcome you on our journey to becoming a truly anti-racist organisation. About the team Our Finance Department works as a team of experts to safeguard resources and support decision making across Shelter. We strive to ensure Shelter is financially sustainable in order to achieve our vision of a home for everyone. This particular role sits within the Financial Planning and Analysis team. We support the charity through financial reporting, analysis, and expert advice, and enable collaboration to support managers in making effective business decisions. About the role Joining a finance team that collaborates and communicates effectively to help us deliver our mission and vision, making vital business decisions that are driven by expert knowledge and financial acumen will be key to your success here. As part of the role, you'll engage regularly with our Assistant Directors and their leadership teams to ensure that financial results and key messages are shared and you'll support stakeholders in engaging with fully available financial insight and reporting. When it comes to our stakeholders, you'll support and lead finance education and training to equip them with the skills required to execute their own financial responsibilities. Among your many challenges will be the need to align financial plans to operational and strategic plans and make sure they're clearly understood by Business Units. Seeing that each Unit is provided with a channel of effective, two-way communication with Finance will be important too. You'll also work with colleagues in Project Governance and HR Business Partnering to support Directorate planning and business cases, as well as supporting and leading on the delivery of cross-team projects. We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit. About you As well as being suitably qualified (or in the final stages of qualification), you'll need to be used to working effectively with non-finance stakeholders and varying your communication style to suit the audience you're addressing. You'll be experienced in assessing financial risk, and able to produce insightful financial analysis. You'll also need excellent organisational and time management skills, including the ability to work to deadlines and reprioritise tasks when necessary. Excellent analytical skills, impeccable attention to detail, a high level of numeracy and intermediate Excel skills are all 'must haves' too, as is proficiency in the main Microsoft Office applications, including Outlook and Word. Additionally, it would be an advantage if you have experience working in a Charity and have associated experience of managing restricted funds and fundraising. How to apply Please click 'Apply for Job' below. You are required to submit a CV and a supporting statement. The supporting statement should address and cover the 'About You' points in the job description. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviours below throughout your responses. We prioritise diversity and have an inclusive and open mindset We work together to achieve our shared purpose Any applications submitted without a supporting statement will not be considered. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that, one day, no one will have to turn to us for help. We're here so no one has to fight bad housing or homelessness on their own. To find out more about the role and the benefits of working for Shelter please visit our website. Apply to be part of our team and be the change you want to see in society. Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
Apr 14, 2024
Full time
Salary: £50,935.07 per annum Location: Homeworking with expectation to travel to our London Office as required Contract: Permanent Hours : 37.5 per week Closing date: Thursday 2nd May at 11:30pm Are you a qualified CCAB, CIMA or overseas equivalent, or in the final stages of qualification? Do you have proven experience of assessing financial risk and producing insightful financial analysis, plus a real desire to further develop? Then join Shelter as a Finance Business Partner and you could soon be playing a key role within our Financial Planning and Analysis team. About Shelter A home is a fundamental human need, as essential as education or healthcare. Yet millions of people across Britain struggle on a daily basis with homelessness, bad housing conditions, soaring rents, discrimination and the threat of eviction. So, we are striving for change, with individuals, in communities, across society, and leading the way to a safe home. We need ambitious, best-in-class individuals who are passionate about our cause to join us at this exciting time. This is your chance to play a part in the fundamental change we are striving to achieve. At Shelter we are united by our purpose to defend the right to a safe home. Our enemy is the social injustice at the core of the escalating housing emergency. We believe that to win that fight, we must be representative of the people we are here to help and those who support our movement for change. In all our people decisions, we take pride in being inclusive, fair, equitable and transparent. We have committed to combat racism both within and outside Shelter and welcome you on our journey to becoming a truly anti-racist organisation. About the team Our Finance Department works as a team of experts to safeguard resources and support decision making across Shelter. We strive to ensure Shelter is financially sustainable in order to achieve our vision of a home for everyone. This particular role sits within the Financial Planning and Analysis team. We support the charity through financial reporting, analysis, and expert advice, and enable collaboration to support managers in making effective business decisions. About the role Joining a finance team that collaborates and communicates effectively to help us deliver our mission and vision, making vital business decisions that are driven by expert knowledge and financial acumen will be key to your success here. As part of the role, you'll engage regularly with our Assistant Directors and their leadership teams to ensure that financial results and key messages are shared and you'll support stakeholders in engaging with fully available financial insight and reporting. When it comes to our stakeholders, you'll support and lead finance education and training to equip them with the skills required to execute their own financial responsibilities. Among your many challenges will be the need to align financial plans to operational and strategic plans and make sure they're clearly understood by Business Units. Seeing that each Unit is provided with a channel of effective, two-way communication with Finance will be important too. You'll also work with colleagues in Project Governance and HR Business Partnering to support Directorate planning and business cases, as well as supporting and leading on the delivery of cross-team projects. We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit. About you As well as being suitably qualified (or in the final stages of qualification), you'll need to be used to working effectively with non-finance stakeholders and varying your communication style to suit the audience you're addressing. You'll be experienced in assessing financial risk, and able to produce insightful financial analysis. You'll also need excellent organisational and time management skills, including the ability to work to deadlines and reprioritise tasks when necessary. Excellent analytical skills, impeccable attention to detail, a high level of numeracy and intermediate Excel skills are all 'must haves' too, as is proficiency in the main Microsoft Office applications, including Outlook and Word. Additionally, it would be an advantage if you have experience working in a Charity and have associated experience of managing restricted funds and fundraising. How to apply Please click 'Apply for Job' below. You are required to submit a CV and a supporting statement. The supporting statement should address and cover the 'About You' points in the job description. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviours below throughout your responses. We prioritise diversity and have an inclusive and open mindset We work together to achieve our shared purpose Any applications submitted without a supporting statement will not be considered. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that, one day, no one will have to turn to us for help. We're here so no one has to fight bad housing or homelessness on their own. To find out more about the role and the benefits of working for Shelter please visit our website. Apply to be part of our team and be the change you want to see in society. Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
The role reports into the Regional Head ofUK & Ireland (based in London) working closely with the MD's of our Irish Funds,Corporate and AIFM businesses (based in Dublin). Strong collaboration with other members ofthe Business Development team. PURPOSE OF JOB Generate and win new business in astructured and professional manner, in line with the strategic objectives setby the Group. Specifically targeting UKand US managers entering the Irish market and associated intermediaries. MAIN RESPONSIBILITIES AND DUTIES Responsible for developing and winning new business for Ireland Funds and Corporate Services businesses, including AIFM and Depository, in line with targets set regionally and by the Group. Responsible for cross selling into other ICS jurisdictions, in line with targets set regionally and by the Group. Demonstrate a structured approach to targeting new business wins from new clients and intermediaries, predominantly based in the UK but also North America. Ensure timely and accurate data recording, to enable management reporting and analysis. Manage performance against agreed targets and budgets, thus ensuring the division's budgetary and performance targets are achieved and the division's KPIs are maintained as defined for financial, management and risk or as required by the Group. Manage and accurately price new business enquiries, ensuring the resources and services provided by the Group are fully utilized and explained. Actively contribute to the success of the regional business by strategically planning and executing as directed by the Business Development function for the Group. To deliver and integrate initiatives to promote the achievement of optimum operational, financial and business performance. Through effective analysis and management of the division and its resulting performance, ensure knowledge gained is factored into the planning of the division's strategy, resources and procedures. Ensure that the spirit of JTC is engendered and shared within the Group. May be required to attend board/divisional meetings and contribute to board papers/reports as appropriate. Ensure good corporate governance in accordance with regulatory requirements while aligning to the Group's overall aims, business plan and long-term strategy. Attend and lead client/potential client meetings, either on or off site. Liaise with professional advisors to ensure the Group delivers both a proficient and added value service. Attend conferences, speak on and moderate panels as necessary and at all times act as an ambassador for the Group. Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care. Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation. Be responsible for analyzing, assessing and managing the risks associated with new business/potential clients, as well as, and where relevant, the Group's business as a whole. Monitor the division's risk assessments and review measures to ensure conformity, remaining aware of risk exposure. Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the division in this respect. Develop, coach and mentor others, providing guidance on the management of employees according to Group standards and policy; ensuring employee's and division's adherence to their contractual obligations. Develop self and ensure knowledge in relevant field at all times. Adhere to the JTC core values and expected behaviors. Any other duties as deemed necessary or defined by Management and/or Group Board. ESSENTIAL REQUIREMENTS Relevant professional experience. Extensive and demonstrable experience in target asset classes. Broad-based knowledge and demonstrated ability to establish and manage a sales process, from lead generation to relationship management, nurturing a prospect pipeline, driving an agenda, and adapting to a fast-paced, challenging sales environment. Tactful, effective and persuasive communication skills suited to engaging and supporting high-profile prospects and clients. Excellent presentation skills. Willingness to travel. Capacity to deliver results both independently, as well as collaborate seamlessly with internal and external stakeholders, in a cross-functional team environment. Initiative to continually broaden your industry knowledge and apply it in your daily work. Process-driven, methodical approach to completing assigned tasks. Superior analytical, strategic and critical thinking skills. Meticulous organization and attention to detail.
Apr 14, 2024
Full time
The role reports into the Regional Head ofUK & Ireland (based in London) working closely with the MD's of our Irish Funds,Corporate and AIFM businesses (based in Dublin). Strong collaboration with other members ofthe Business Development team. PURPOSE OF JOB Generate and win new business in astructured and professional manner, in line with the strategic objectives setby the Group. Specifically targeting UKand US managers entering the Irish market and associated intermediaries. MAIN RESPONSIBILITIES AND DUTIES Responsible for developing and winning new business for Ireland Funds and Corporate Services businesses, including AIFM and Depository, in line with targets set regionally and by the Group. Responsible for cross selling into other ICS jurisdictions, in line with targets set regionally and by the Group. Demonstrate a structured approach to targeting new business wins from new clients and intermediaries, predominantly based in the UK but also North America. Ensure timely and accurate data recording, to enable management reporting and analysis. Manage performance against agreed targets and budgets, thus ensuring the division's budgetary and performance targets are achieved and the division's KPIs are maintained as defined for financial, management and risk or as required by the Group. Manage and accurately price new business enquiries, ensuring the resources and services provided by the Group are fully utilized and explained. Actively contribute to the success of the regional business by strategically planning and executing as directed by the Business Development function for the Group. To deliver and integrate initiatives to promote the achievement of optimum operational, financial and business performance. Through effective analysis and management of the division and its resulting performance, ensure knowledge gained is factored into the planning of the division's strategy, resources and procedures. Ensure that the spirit of JTC is engendered and shared within the Group. May be required to attend board/divisional meetings and contribute to board papers/reports as appropriate. Ensure good corporate governance in accordance with regulatory requirements while aligning to the Group's overall aims, business plan and long-term strategy. Attend and lead client/potential client meetings, either on or off site. Liaise with professional advisors to ensure the Group delivers both a proficient and added value service. Attend conferences, speak on and moderate panels as necessary and at all times act as an ambassador for the Group. Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care. Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation. Be responsible for analyzing, assessing and managing the risks associated with new business/potential clients, as well as, and where relevant, the Group's business as a whole. Monitor the division's risk assessments and review measures to ensure conformity, remaining aware of risk exposure. Remain aware of the obligations for the reporting of unusual transactions and act as a guide to the division in this respect. Develop, coach and mentor others, providing guidance on the management of employees according to Group standards and policy; ensuring employee's and division's adherence to their contractual obligations. Develop self and ensure knowledge in relevant field at all times. Adhere to the JTC core values and expected behaviors. Any other duties as deemed necessary or defined by Management and/or Group Board. ESSENTIAL REQUIREMENTS Relevant professional experience. Extensive and demonstrable experience in target asset classes. Broad-based knowledge and demonstrated ability to establish and manage a sales process, from lead generation to relationship management, nurturing a prospect pipeline, driving an agenda, and adapting to a fast-paced, challenging sales environment. Tactful, effective and persuasive communication skills suited to engaging and supporting high-profile prospects and clients. Excellent presentation skills. Willingness to travel. Capacity to deliver results both independently, as well as collaborate seamlessly with internal and external stakeholders, in a cross-functional team environment. Initiative to continually broaden your industry knowledge and apply it in your daily work. Process-driven, methodical approach to completing assigned tasks. Superior analytical, strategic and critical thinking skills. Meticulous organization and attention to detail.
Summary The role of a Welcome and Service Assistant Manager with the National Trust is to uphold the highest of standards in the service we give to visitors. If you're a natural motivator, who likes to lead by example to make sure every single person feels welcome and has their best day possible, then this could be the job for you. You're likely to be jointly managing a team of staff and volunteers, so would need to be willing and able to work some weekends and bank holidays to ensure full cover. Hours: 30 hours per week Salary: £23868 FTE Contract: Permanent Interviews: Provisionally 24th/25th April If you have any questions about this role please contact: .uk What it's like to work here You'll be reporting to the Welcome Manager, at Washington Old Hall, Derwent, Wear & Coast portfolio Click here for more information about this location What you'll be doing You'll be making sure that the welcome every person receives when they come to visit is as good as it could be. You want them to have the best experience of visiting Washington Old Hall. Everyone who comes here is contributing to the work of the Trust, in protecting and looking after places so that people and nature can thrive - now and into the future. Your warmth, your care, your high standards and your attention to detail can make all the difference to their day. You'll support your team and help to solve problems on a daily basis. You'll know how to turn around a challenging situation, and you'll be helping your team to do the same. You'll also be raising funds and encouraging people to join the Trust as members, always aware of how crucial these goals are to the Trust's cause. By sharing your knowledge of our conservation work both here and throughout the Trust, you'll help people to see how vital their contribution can be. Who we're looking for We'd love to hear from you if you're: experienced in visitor services, in the tourist or heritage sector naturally curious about people, with an understanding of how to achieve the highest standards of customer service able to work to sales targets, and confidently sell the benefits of becoming a member well-organised and motivated willing to learn new skills, with a 'can-do' attitude comfortable with IT skills (all MS Office) in tune with the aims and ethos of the Trust The package The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too. Substantial pension scheme of up to 10% basic salary Free entry to National Trust places for you, a guest and your children (under 18) Tax-free childcare scheme Rental deposit loan scheme Season ticket loan Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria. Flexible working whenever possible Employee assistance programme Free parking at most Trust places Independent financial advice Click here to find out more about the benefits we offer to support you.
Apr 14, 2024
Full time
Summary The role of a Welcome and Service Assistant Manager with the National Trust is to uphold the highest of standards in the service we give to visitors. If you're a natural motivator, who likes to lead by example to make sure every single person feels welcome and has their best day possible, then this could be the job for you. You're likely to be jointly managing a team of staff and volunteers, so would need to be willing and able to work some weekends and bank holidays to ensure full cover. Hours: 30 hours per week Salary: £23868 FTE Contract: Permanent Interviews: Provisionally 24th/25th April If you have any questions about this role please contact: .uk What it's like to work here You'll be reporting to the Welcome Manager, at Washington Old Hall, Derwent, Wear & Coast portfolio Click here for more information about this location What you'll be doing You'll be making sure that the welcome every person receives when they come to visit is as good as it could be. You want them to have the best experience of visiting Washington Old Hall. Everyone who comes here is contributing to the work of the Trust, in protecting and looking after places so that people and nature can thrive - now and into the future. Your warmth, your care, your high standards and your attention to detail can make all the difference to their day. You'll support your team and help to solve problems on a daily basis. You'll know how to turn around a challenging situation, and you'll be helping your team to do the same. You'll also be raising funds and encouraging people to join the Trust as members, always aware of how crucial these goals are to the Trust's cause. By sharing your knowledge of our conservation work both here and throughout the Trust, you'll help people to see how vital their contribution can be. Who we're looking for We'd love to hear from you if you're: experienced in visitor services, in the tourist or heritage sector naturally curious about people, with an understanding of how to achieve the highest standards of customer service able to work to sales targets, and confidently sell the benefits of becoming a member well-organised and motivated willing to learn new skills, with a 'can-do' attitude comfortable with IT skills (all MS Office) in tune with the aims and ethos of the Trust The package The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too. Substantial pension scheme of up to 10% basic salary Free entry to National Trust places for you, a guest and your children (under 18) Tax-free childcare scheme Rental deposit loan scheme Season ticket loan Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria. Flexible working whenever possible Employee assistance programme Free parking at most Trust places Independent financial advice Click here to find out more about the benefits we offer to support you.
The Institution of Engineering and Technology
Stevenage, Hertfordshire
What if you could lead with innovation? What if you could shape the future of finance while developing and managing a high-performing team? What if you were our Credit Control Manager? At the IET, making our world a better place starts by creating a better place for our people. At the IET you'll have more than just a job. Our work is exciting and challenging, connecting the people who solve the problems that matter. It means working with us has real meaning and impact, and you'll grow - professionally and personally - in ways you never thought possible. We're also making significant investments in our people, including providing a modern, vibrant workplace and embracing hybrid working. What you'll be doing As the Credit Control Manager, you will lead the implementation of best practices and oversee the introduction of new procedures. You'll be responsible for overseeing the Credit Control and Accounts Receivable teams to guarantee precise invoicing and efficient processing of receivables. Additionally, you will ensure consistent and thorough monitoring of overdue debts in accordance with the IET's Credit Control Policy. What we hope you can bring to the role We're seeking a proactive candidate who can enrich the role with their exceptional communication skills, advanced proficiency in Excel and familiarity with back-office systems. We highly value leadership and management capabilities, as well as innovative thinking. Ideally, you will bring previous managerial experience in credit control and accounts receivable, demonstrating technical expertise in understanding Credit Control functions. Your ability to lead and develop teams is crucial for effectively managing our Credit Control operations. We'd love to get to know you Is Imposter syndrome creeping in? Don't worry - we'd rather hear from you this time than not hear from you at all! Read on for a little more information about the role; but also, keep in mind that we're open to discussing flexible ways of working, including reduced hours and working in an agile way, supported by a hybrid working framework that allows you to find the best place to do your best work. A little more about the role Proactively manage, including planning, allocating and reviewing workloads, the Credit Control and Accounts Receivable teams across multiple customer portfolios, ensuring prompt payments, well-managed debts, and efficient processes. Provide leadership and support to the Credit Control and Accounts Receivable teams, including recruitment, performance management, and development. Working across organisational areas, coordinate with sales, customer service, and finance departments to handle credit-related matters. Maintain positive customer relationships while mitigating credit risks and ensuring timely collections. Accurately process sales invoices (post, allocate, and reconcile) and manage payment gateways and methods, including managing and banking inward cheque payments. Develop, maintain, and implement effective credit control policies and procedures with a focus on continual improvement. Act as the operational Account Manager for all IET's payment gateways (including, but not limited to, DTMF Credits Cards, PSPs, and PayPal). Review credit applications and references to set appropriate credit limits. Regularly monitor high-risk customer accounts. Prepare bad debt provision and provide aged debtors reports with commentary as and when required. Complete month-end/year-end reporting and relevant reconciliations. Set up repayments/refunds and implement changes in credit control system. Negotiate and set terms for payment plans. Resolve credit card chargebacks and investigate/escalate fraudulent orders. Maintain excellent standards of customer service for internal and external inquiries. Complete any other duties at the request of the Senior Management as is reasonable as per the skill and experience of the post-holder. A little more about what we're looking for Previous experience in a Credit Control/Sales Ledger Management role is essential. Ability to work with a minimum of supervision, planning own work to meet set monthly and yearly deadlines, and taking remedial action as necessary to ensure all deadlines are met. Strong analytical skills with excellent attention to detail. Excellent customer service and negotiation skills with the ability to communicate effectively, both verbally and in writing, with internal and external stakeholders (including customers, members, regulatory bodies and external auditors) Strong time management and organisational skills, with the ability to prioritise tasks and to meet deadlines. Ability to work independently and as part of a team. Strong Microsoft Offices skills with experience of using ERP Financial Systems (experience of Agresso would be highly advantageous). What if you could be you? The IET is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. To find out more, head over to our 'Work for the IET' site.
Apr 13, 2024
Full time
What if you could lead with innovation? What if you could shape the future of finance while developing and managing a high-performing team? What if you were our Credit Control Manager? At the IET, making our world a better place starts by creating a better place for our people. At the IET you'll have more than just a job. Our work is exciting and challenging, connecting the people who solve the problems that matter. It means working with us has real meaning and impact, and you'll grow - professionally and personally - in ways you never thought possible. We're also making significant investments in our people, including providing a modern, vibrant workplace and embracing hybrid working. What you'll be doing As the Credit Control Manager, you will lead the implementation of best practices and oversee the introduction of new procedures. You'll be responsible for overseeing the Credit Control and Accounts Receivable teams to guarantee precise invoicing and efficient processing of receivables. Additionally, you will ensure consistent and thorough monitoring of overdue debts in accordance with the IET's Credit Control Policy. What we hope you can bring to the role We're seeking a proactive candidate who can enrich the role with their exceptional communication skills, advanced proficiency in Excel and familiarity with back-office systems. We highly value leadership and management capabilities, as well as innovative thinking. Ideally, you will bring previous managerial experience in credit control and accounts receivable, demonstrating technical expertise in understanding Credit Control functions. Your ability to lead and develop teams is crucial for effectively managing our Credit Control operations. We'd love to get to know you Is Imposter syndrome creeping in? Don't worry - we'd rather hear from you this time than not hear from you at all! Read on for a little more information about the role; but also, keep in mind that we're open to discussing flexible ways of working, including reduced hours and working in an agile way, supported by a hybrid working framework that allows you to find the best place to do your best work. A little more about the role Proactively manage, including planning, allocating and reviewing workloads, the Credit Control and Accounts Receivable teams across multiple customer portfolios, ensuring prompt payments, well-managed debts, and efficient processes. Provide leadership and support to the Credit Control and Accounts Receivable teams, including recruitment, performance management, and development. Working across organisational areas, coordinate with sales, customer service, and finance departments to handle credit-related matters. Maintain positive customer relationships while mitigating credit risks and ensuring timely collections. Accurately process sales invoices (post, allocate, and reconcile) and manage payment gateways and methods, including managing and banking inward cheque payments. Develop, maintain, and implement effective credit control policies and procedures with a focus on continual improvement. Act as the operational Account Manager for all IET's payment gateways (including, but not limited to, DTMF Credits Cards, PSPs, and PayPal). Review credit applications and references to set appropriate credit limits. Regularly monitor high-risk customer accounts. Prepare bad debt provision and provide aged debtors reports with commentary as and when required. Complete month-end/year-end reporting and relevant reconciliations. Set up repayments/refunds and implement changes in credit control system. Negotiate and set terms for payment plans. Resolve credit card chargebacks and investigate/escalate fraudulent orders. Maintain excellent standards of customer service for internal and external inquiries. Complete any other duties at the request of the Senior Management as is reasonable as per the skill and experience of the post-holder. A little more about what we're looking for Previous experience in a Credit Control/Sales Ledger Management role is essential. Ability to work with a minimum of supervision, planning own work to meet set monthly and yearly deadlines, and taking remedial action as necessary to ensure all deadlines are met. Strong analytical skills with excellent attention to detail. Excellent customer service and negotiation skills with the ability to communicate effectively, both verbally and in writing, with internal and external stakeholders (including customers, members, regulatory bodies and external auditors) Strong time management and organisational skills, with the ability to prioritise tasks and to meet deadlines. Ability to work independently and as part of a team. Strong Microsoft Offices skills with experience of using ERP Financial Systems (experience of Agresso would be highly advantageous). What if you could be you? The IET is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. To find out more, head over to our 'Work for the IET' site.
WESTMINSTER CITY COUNCIL-1
City Of Westminster, London
About Us: THE EXTRAORDINARY STORY OF THE IMPOSSIBLE DREAM Innovation and Change in Westminster City Council is a world of extraordinary stories. Where people use their vision and commitment to open doors for the next generations. Nothing beats the feeling of helping someone find their passion. At Westminster City Council, our City Lions team helps young local people engage with culture, creativity and dreams. When they came across a lonely, isolated 16-year-old who called himself a failure, they knew what to do. They worked 1-2-1 to find the thing this boy really loved. YouTube, it turned out. But it's impossible to turn that into a career, right? Wrong. A week later, he was enrolled on the British Film Institute film-making programme. It was the ultimate light-bulb moment. And it turned him into what he is today - a budding Spielberg with a world of opportunity at his feet. The Role: As Community Infrastructure Levy and Section 106 Officer you can make your own powerful contribution to Westminster's success. Developing, delivering, monitoring and maintaining the data systems required to collect and enforce our Community Infrastructure Levy (CIL) and relevant Mayoral policies, it'll be your task to analyse, interpret and present this data. Your work will then help us make CIL expenditure decisions, reviews, planning, monitoring and interventions. You'll also manage payments to ensure they're properly accounted for and transferred for expenditure, and prepare quarterly reports for the Mayoral Crossrail CIL and section 106 and Westminster's own CIL. Carrying out a range of tasks to monitor Section 106 agreements, including the application of planning obligations and ensuring payments are collected on time, you'll determine CIL liabilities, including any surcharges due. We'll also expect you to support the administration and enforcement of the collection of the Mayor of London's CILs, keep records of notices and decisions, provide management information and prepare statutory statistical returns, and respond to any Freedom of Information requests. You'll have a wide range of additional responsibilities, including providing advice on CIL/Section 106 enquiries, attending relevant external groups and networks, disseminating key messages across the council, and maintaining up-to-date knowledge on new legislation, research and policy developments relevant to your area of expertise. In addition, you'll assist with the coordination and development of Westminster CIL and Section 106 policies, work on the implementation of a governance process for spending funds, and help to devise operational processes that enable the monitoring and reporting of expenditure. About You: With well developed experience of working in development management, the management of S106 agreements or the administration and calculation of CIL, you'll be ready to use databases and financial management software as you focus on detailed calculations in a high-pressure environment. You'll be working alongside a range of stakeholders and customers, so with this in mind you should have superb communication and interpersonal skills, and a good command of English. We'll also expect you to be highly numerate with the ability to analyse and present financial data, and possess strong team-working, influencing and negotiation abilities. Well organised, with good priority setting and time management skills, and ready to deliver high quality results while working to tight deadlines, you'll be a motivated self-starter with the ability to get to grips with work quickly and independently. We'll look for good working knowledge of Word, Excel, Access and PowerPoint software, and experience of using dedicated CIL/S106 databases and software such as EXACOM would be a bonus. When it comes to qualifications, you should have a minimum of 4 GCSE (or their equivalent) passes including Maths and English, and knowledge of town planning legislation and the Community Infrastructure Regulations 2010 would be helpful. In addition, membership or the desire to work towards membership of an appropriate professional body such as the Royal Town Planning Institute would be desirable. What We Offer: Westminster is an amazing place. We are home to more than 200,000 residents from all backgrounds, over 50,000 vibrant and vital businesses and three-quarters-of-a-million people work in Westminster. Westminster City Council's strategy is to work towards a Fairer Westminster. A Fairer Westminster is one in which our communities are at the heart of our decision-making and help to determine the city's future. By working directly with our communities and other partners, we can build a more inclusive city that celebrates our diverse communities, and where residents, workers and visitors from all backgrounds will feel welcome and safe. At Westminster City Council, we pride ourselves on being an inclusive workplace and employer of choice. We encourage and welcome applications from people from all backgrounds and aim to have a workforce that, at all levels, represents the communities we serve. We champion equality, diversity, inclusion and wellbeing and aim to create a workplace where everyone feels valued, has a sense of belonging and is empowered to be their best, that is the Westminster Way. To find out more about how we do this visit As a forward-thinking Council we appreciate that people work in different ways, therefore our staff benefit from working a range of flexible working patterns as well as Agile working. The Council is a Disability Confident Employer. If you have declared a disability in your application, we guarantee an interview if you meet the essential criteria of the job. If you are invited for interview, you will be asked if you need any reasonable adjustments in order to attend, and we will make these wherever possible. Closing date: 26 April 2024. Interview date: Week commencing 13 May 2024. Contact details for Informal discussion: Isobel Williams, IPD Programme Manager, via email:
Apr 11, 2024
Full time
About Us: THE EXTRAORDINARY STORY OF THE IMPOSSIBLE DREAM Innovation and Change in Westminster City Council is a world of extraordinary stories. Where people use their vision and commitment to open doors for the next generations. Nothing beats the feeling of helping someone find their passion. At Westminster City Council, our City Lions team helps young local people engage with culture, creativity and dreams. When they came across a lonely, isolated 16-year-old who called himself a failure, they knew what to do. They worked 1-2-1 to find the thing this boy really loved. YouTube, it turned out. But it's impossible to turn that into a career, right? Wrong. A week later, he was enrolled on the British Film Institute film-making programme. It was the ultimate light-bulb moment. And it turned him into what he is today - a budding Spielberg with a world of opportunity at his feet. The Role: As Community Infrastructure Levy and Section 106 Officer you can make your own powerful contribution to Westminster's success. Developing, delivering, monitoring and maintaining the data systems required to collect and enforce our Community Infrastructure Levy (CIL) and relevant Mayoral policies, it'll be your task to analyse, interpret and present this data. Your work will then help us make CIL expenditure decisions, reviews, planning, monitoring and interventions. You'll also manage payments to ensure they're properly accounted for and transferred for expenditure, and prepare quarterly reports for the Mayoral Crossrail CIL and section 106 and Westminster's own CIL. Carrying out a range of tasks to monitor Section 106 agreements, including the application of planning obligations and ensuring payments are collected on time, you'll determine CIL liabilities, including any surcharges due. We'll also expect you to support the administration and enforcement of the collection of the Mayor of London's CILs, keep records of notices and decisions, provide management information and prepare statutory statistical returns, and respond to any Freedom of Information requests. You'll have a wide range of additional responsibilities, including providing advice on CIL/Section 106 enquiries, attending relevant external groups and networks, disseminating key messages across the council, and maintaining up-to-date knowledge on new legislation, research and policy developments relevant to your area of expertise. In addition, you'll assist with the coordination and development of Westminster CIL and Section 106 policies, work on the implementation of a governance process for spending funds, and help to devise operational processes that enable the monitoring and reporting of expenditure. About You: With well developed experience of working in development management, the management of S106 agreements or the administration and calculation of CIL, you'll be ready to use databases and financial management software as you focus on detailed calculations in a high-pressure environment. You'll be working alongside a range of stakeholders and customers, so with this in mind you should have superb communication and interpersonal skills, and a good command of English. We'll also expect you to be highly numerate with the ability to analyse and present financial data, and possess strong team-working, influencing and negotiation abilities. Well organised, with good priority setting and time management skills, and ready to deliver high quality results while working to tight deadlines, you'll be a motivated self-starter with the ability to get to grips with work quickly and independently. We'll look for good working knowledge of Word, Excel, Access and PowerPoint software, and experience of using dedicated CIL/S106 databases and software such as EXACOM would be a bonus. When it comes to qualifications, you should have a minimum of 4 GCSE (or their equivalent) passes including Maths and English, and knowledge of town planning legislation and the Community Infrastructure Regulations 2010 would be helpful. In addition, membership or the desire to work towards membership of an appropriate professional body such as the Royal Town Planning Institute would be desirable. What We Offer: Westminster is an amazing place. We are home to more than 200,000 residents from all backgrounds, over 50,000 vibrant and vital businesses and three-quarters-of-a-million people work in Westminster. Westminster City Council's strategy is to work towards a Fairer Westminster. A Fairer Westminster is one in which our communities are at the heart of our decision-making and help to determine the city's future. By working directly with our communities and other partners, we can build a more inclusive city that celebrates our diverse communities, and where residents, workers and visitors from all backgrounds will feel welcome and safe. At Westminster City Council, we pride ourselves on being an inclusive workplace and employer of choice. We encourage and welcome applications from people from all backgrounds and aim to have a workforce that, at all levels, represents the communities we serve. We champion equality, diversity, inclusion and wellbeing and aim to create a workplace where everyone feels valued, has a sense of belonging and is empowered to be their best, that is the Westminster Way. To find out more about how we do this visit As a forward-thinking Council we appreciate that people work in different ways, therefore our staff benefit from working a range of flexible working patterns as well as Agile working. The Council is a Disability Confident Employer. If you have declared a disability in your application, we guarantee an interview if you meet the essential criteria of the job. If you are invited for interview, you will be asked if you need any reasonable adjustments in order to attend, and we will make these wherever possible. Closing date: 26 April 2024. Interview date: Week commencing 13 May 2024. Contact details for Informal discussion: Isobel Williams, IPD Programme Manager, via email:
Are you looking to make an impact in a dynamic and flexible team? A leadership role with a strong business focus Working across the Private Markets division, with initial focus on Real Assets London Office, with flexibility of a hybrid work arrangement We're going through significant and exciting change, and this is an opportunity to work in a dynamic environment, alongside our Private Markets businesses to build their digital experiences, where you will play a significant role in designing and executing the future. The Digital, Data and Platforms team in Macquarie Asset Management (MAM) is seeking a Senior Product Manager for Reporting and Business Intelligence for its Private Markets Businesses. The Digital, Data and Platforms team partners with Macquarie's Technology teams to deliver digital experience to MAM's businesses. In this role, the focus in on operating tools to support Portfolio Management in MAM Private Markets, focusing on Reporting and Business Intelligence. This will support MAM's ambition to become a more Digital and Data driven business. Working closely with our Asset and Portfolio Managers, as well as the Macquarie Asset Management (MAM) Technology team, you will support the business' growth ambitions by delivering Business Intelligence, Reporting and Insight at scale. The initial focus will be on asset and portfolio reporting, measuring both financial performance and other aspects including ESG and DEI. This is an opportunity to have a significant impact on one of the most successful Private Markets businesses. As a Senior Product Manager, you will: Define, own and run the agenda for this capability, taking ongoing ownership of the overall experience and associated data products. Be prepared to be 'hands on' in defining and documenting business requirements and conducting user acceptance testing Be consultative in designing data visualisations and other tools Take ownership of 'reporting data products' for the Privates Markets businesses, understanding end to end lineage and integrity of data Define user stories, manage the backlog Interact closely and frequently with MAM Private Markets Investment and Portfolio Management teams Work collaboratively with the COG MAM Technology team, who will identify, deliver and operate solutions and platforms to meet the requirements Develop deep business expertise to inform solutions and prioritisations as well as pro-active opportunity assesssment You will have experience in at least one of BI and data visualisation, asset management and business analysis with a quantitative and data focus. You may have some financial services or technology and data experience and we will consider a range of experience from operational to finance / consulting / accounting through to client / investment facing roles. Fundamentally, you will be: Very comfortable with data and large data sets and quantitative analysis Detail focused and methodical - data products must be right Able to work with business teams and clearly capture and articulate business requirements to technology teams Effective in a collaborative, agile, multi-disciplinary team About Macquarie Asset Management In Macquarie Asset Management you will join a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than A$773/€523/£440/$US578 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. All figures as at 31 March 2022. Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief. Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.
Sep 24, 2022
Full time
Are you looking to make an impact in a dynamic and flexible team? A leadership role with a strong business focus Working across the Private Markets division, with initial focus on Real Assets London Office, with flexibility of a hybrid work arrangement We're going through significant and exciting change, and this is an opportunity to work in a dynamic environment, alongside our Private Markets businesses to build their digital experiences, where you will play a significant role in designing and executing the future. The Digital, Data and Platforms team in Macquarie Asset Management (MAM) is seeking a Senior Product Manager for Reporting and Business Intelligence for its Private Markets Businesses. The Digital, Data and Platforms team partners with Macquarie's Technology teams to deliver digital experience to MAM's businesses. In this role, the focus in on operating tools to support Portfolio Management in MAM Private Markets, focusing on Reporting and Business Intelligence. This will support MAM's ambition to become a more Digital and Data driven business. Working closely with our Asset and Portfolio Managers, as well as the Macquarie Asset Management (MAM) Technology team, you will support the business' growth ambitions by delivering Business Intelligence, Reporting and Insight at scale. The initial focus will be on asset and portfolio reporting, measuring both financial performance and other aspects including ESG and DEI. This is an opportunity to have a significant impact on one of the most successful Private Markets businesses. As a Senior Product Manager, you will: Define, own and run the agenda for this capability, taking ongoing ownership of the overall experience and associated data products. Be prepared to be 'hands on' in defining and documenting business requirements and conducting user acceptance testing Be consultative in designing data visualisations and other tools Take ownership of 'reporting data products' for the Privates Markets businesses, understanding end to end lineage and integrity of data Define user stories, manage the backlog Interact closely and frequently with MAM Private Markets Investment and Portfolio Management teams Work collaboratively with the COG MAM Technology team, who will identify, deliver and operate solutions and platforms to meet the requirements Develop deep business expertise to inform solutions and prioritisations as well as pro-active opportunity assesssment You will have experience in at least one of BI and data visualisation, asset management and business analysis with a quantitative and data focus. You may have some financial services or technology and data experience and we will consider a range of experience from operational to finance / consulting / accounting through to client / investment facing roles. Fundamentally, you will be: Very comfortable with data and large data sets and quantitative analysis Detail focused and methodical - data products must be right Able to work with business teams and clearly capture and articulate business requirements to technology teams Effective in a collaborative, agile, multi-disciplinary team About Macquarie Asset Management In Macquarie Asset Management you will join a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage more than A$773/€523/£440/$US578 billion in assets globally, we provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. All figures as at 31 March 2022. Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief. Joining Macquarie means you'll be able to work in a way that suits you best. With the right technology, support and resources, our people can work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.