investment management firm jobs

Near london
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2973 jobs found for investment management firm jobs Near london

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Senior Business Manager, Business Management

T. Rowe Price

London, London
7 days ago
London, London
7 days ago

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

POSITION PURPOSE

This position is in the EMEA Business Management team, who reports to the EMEA General Manager
The team is part of EMEA Distribution and report to the EMEA Distribution Business Unit Head
EMEA Distribution is an important part of the firm’s global diversification aspirations and is undergoing a rapid state of investment and growth
This is a key role, which has a significant and direct impact on the EMEA strategy
The Senior Business Manager will need to develop a comprehensive Sales framework for our sales and marketing teams. This means interacting directly with the sub-regional heads and their respective relationship managers, and closely collaborating with functions such as Distribution Enablement, Distribution Intelligence, and HR
The incumbent will have target to improve sales effectiveness and will need to define key performance indicators to measure the framework’s success. Pipeline management and Funds Capacity management will be two important aspects of the job, which the candidate will have to partially define and subsequently manage independently
Furthermore, the Senior Business Manager will implement and execute initiatives across EMEA Distribution to enable our strategy

Principal Responsibilities

Establish a robust and sustainable sales management framework within EMEA Distribution, to enable the delivery of the EMEA strategy and increase productivity

Work in partnership with different functions across the Business Unit to share best practice, and implement sales initiatives in EMEA

Develop a systematic and seamless approach to monitor sales and pipeline

Analyze various business data, financials, trends, research; develop strategic proposals, and synthetize findings in executive presentations

Closely collaborate with Finance to produce management information packs for senior managers and the EMEA Executive Committees

Lead the monthly Pipeline call with sub-regional Heads, present insights / recommendations and actionable points with the aim to support an efficient sales process

Lead the Capacity Management agenda; accurately monitor strategies at capacity, timely communicate changes and pro-actively interact with other BUs to negotiate allocated amounts and to share best practices

Prepare business and sales analysis and reviews, incl. actionable recommendations for the BU Head

Analysis figures, find patterns and develop conclusions and recommendations

Synthetize findings in short and easy to read decks

Present results and recommendations to senior managers

Provides support to the EMEA General Manager and act as her deputy. This would include:

Acting as point of contact for sales initiatives, Salesforce and Tableau inquires

Deputizing the General Manager when required

Representing EMEA Distribution in company-wide projects

Working in collaboration with Products and Investments, to share best practice, reinforce partnerships and build trust across different functions, and enhance our overall sales framework

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Required:

Prior global asset management experience (min. 8 years) and knowledge of AM products and vehicles is a MUST
Prior experience in a similar sales / analysis management position and demonstrated history of successes in establishing and executing on sales management processes
Ability to identify gaps in the processes, and timely address the challenges
Ability to work collaboratively across the firm to utilize resources and information
Demonstrated interpersonal, influencing and relationship management skills, as well as critical thinking and problem solving
Ability to independently and proactively manage time and shifting priorities effectively while in a challenging operating environment
Strong analytical skills with keen instinct on how to gather meaningful data and synthesize it to represent a story to senior managers
Proficient in Microsoft Excel, Power Point, Salesforce (CRM) and Tableau  

Preferred:

Fluency in another European language
Previous exposure to US working culture and multiple time zones
Strong knowledge of TRP business

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Senior Software Eng,

T. Rowe Price

London, London
7 days ago
London, London
7 days ago

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

OVERVIEW

The ESG (Environment, Social and Governance) project supports the work of the Responsible Investment team by building and maintaining the ESG analytics platform and by onboarding and maintaining the ESG data sets.

The technology project team require an experienced senior developer to join their London team, who has significant experience in working with and analyzing large, disparate datasets.  The successful candidate would also be expected to partner with the ESG business users to develop and refine their models and toolset.

The role will involve the build out of a new technology platform to produce multiple ESG models in Python, serve the data with ASP.NET with GRPC to interact and administer the models in a Typescript + React frontend.

ROLE SUMMARY AND JOB RESPONSIBILITIES

Analysis and delivery of complex Front Office investments data and analytics tools with a focus on ESG data and modelling
Pro-active and independent engagement with business and technology partners of varying levels to ensure clarity of the problem and opportunity.
Elicit business requirements, questioning and challenging where necessary
Contribute to tactical and strategic roadmap planning
Manage technical debt within the models and tools

Proactively help team members/make suggestions to improve practices.

TECHNOLOGY REQUIREMENTS

5+ years of relevant experience

Expertise in Python 3 and / or ASP.NET with dotnet core 3.x
An understanding of architecting solutions for the cloud. Experience with AWS a strong plus
Willing to own and develop business requirements through all aspects of the system
Stays current with many best-of-breed technologies
Knowledge of statistical modelling and data analysis
Experience in working in an Agile team and familiar with JIRA or similar tools
Deep appreciation of dev ops and automation
Shows a commitment to quality by implementing suitable software using unit/integration and acceptance testing at the time of feature development

Leads code reviews and actively participates in providing feedback on others’ designs/code
Owns technical debt in their own software

BUSINESS KNOWLEDGE

Able to work directly with stakeholders
Experience building analytical models in Python
Hands on experience of at least some of a broad range of asset classes in the financial industry a plus
Understanding of ESG drivers within Investment Management. Hands on experience with ESG vendor data a strong plus
Decisions show a focus on current and future business priorities
Can articulate business needs and translate them into technology solutions

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Senior Software Engineer

T. Rowe Price

London, London
5 days ago
London, London
5 days ago

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

OVERVIEW

The Global Intermediary Management Services (GIMS) Digital Web team is responsible for the strategic planning, construction, enhancement and maintenance of the firm’s digital web presence targeting the global and US professional investment community.

The incumbent designs, develops, modifies, adapts and implements short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure, reviews and interprets system requirements and business processes, and codes, tests, debugs and implements software solutions.

JOB LEVEL DESCRIPTION

Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines
Leads projects or work streams within broader projects
Accountable for work of self and sometimes others, provides process and standards advice in area of specialty
Works independently, receives minimal guidance
Acts as a resource for colleagues with less experience

ROLE SUMMARY AND JOB RESPONSIBILITIES

Accountable for all parts of the software development lifecycle for their projects
Contributes to the development of best practices within their group
Leads code reviews and actively participates in providing feedback on others’ designs/code
Accountable for technical debt in their own software
Capable of leading a small team of developers for a specific project
Comfortable working across the full application stack, with a particular emphasis on front-end design and development within the context of a fully integrated web content management system.

BUSINESS KNOWLEDGE

Able to work directly with business stakeholders
Decisions show a focus on current and future business priorities, together with fiscal responsibility
Can articulate business needs and translate them into technology solutions

ANALYTICAL SKILLS

Takes control of complex or vague problems and steps through them in a rational way

Makes tactical vs. strategic tradeoffs
Flexible in his or her thinking; able to evolve a solution when additional information or ideas are presented

TECHNICAL SKILLS

Deep knowledge and experience of front end web technologies and frameworks such as JavaScript, TypeScript, Angular, HTML5, CSS.
Strong experience with middleware & micro service development using technologies such as Java, Spring Framework, Docker, JPA, SQL.
Experience with architectural design and development of containerized and serverless applications running in the AWS cloud, using such AWS components as EC2, ECS, Lambda, CloudFront, SNS, SQS, Aurora, DynamoDB
History of building fully test automated applications using testing tools and frameworks such as Junit, Mockito, Cucumber, WireMock, LocalStack, Jasmine, Karma, Protractor, Selenium.
Experience integrating Web Content Management platforms. Knowledge of Adobe Marketing Cloud and Adobe Experience Manager is a plus.
Comfortable with use of modern code management and CI/CD tools such as Git, GitLab, GitLab-CI, Jenkins, Artifactory.
History of adopting and evangelizing software development best practices including code and design reviews, unit testing, documentation, code quality scanning, test coverage monitoring.
Proponent of agile methodology; takes leading role in sprint ceremonies, works with product owners to define scope of work, monitors and assists less experienced developers.
Adopts Secure-SDLC mentality, building in secure coding practices, OWASP security standards, and automated static and dynamic security scanning throughout the development cycle.
Stays current with many best-of-breed technologies
Programs proficiently in several languages and is comfortable switching between them
Shows a commitment to quality by implementing suitable software using unit/integration and
acceptance testing at the time of feature development
Develops data models or schemas from scratch and knows of key concepts such as ACID,
Normalization, and Transactions
Debugs large components with limited assistance and assists other engineers with debugging
Leads code reviews and actively participates in providing feedback on others’ designs/code
Performs as an expert in one or more parts of the software lifecycle (e.g., coding, testing, deployment).
Oversees significant pieces of development within the development lifecycle
Designs and develops practical APIs and abstractions.
Owns technical debt in their own software

LEADERSHIP

Offers and holds and opinion on how things should be done, but is willing to change
Is principled in decision making and thought leadership
Raises and addresses issues proactively
Critiques own work; can analyze and justify trade-offs
Helps others with problems by showing how to work through them, not just giving the answer

COMMUNICATIONS AND INFLUENCE

Provides a clear and concise explanation of technical concepts, designs, or implementations to a
technical audience
Uses a variety of communication mediums and models to convey information (i.e. written, drawings,
verbal)
Drives consensus with senior engineers and knows how and when to compromise, without
undermining the core principles of a given design or implementation
Solicits and responds to feedback effectively from all team members

PEOPLE MANAGEMENT

Mentors junior members of the team
Identifies when junior engineers need help and provides it in a positive way that promotes confidence.
Proactively helps team members/make suggestions to improve practices.
Capable of leading a small team on for a specific project or task

DIVERSITY

Leverages diverse teams
Solicits diverse perspectives and input from others to deal with emerging issues or identify effective approaches for completing work

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Compliance Officer

T. Rowe Price

London, London
7 days ago
London, London
7 days ago

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

POSITION PURPOSE

The primary purpose of the Compliance Officer is:

To support the EMEA Compliance Managers and the Head of EMEA Compliance in the effort to ensure that the EMEA operations of T. Rowe Price comply with relevant legislation and regulation.
Reviews policies and procedures for an assigned business unit. When current policies and procedures do not meet required standards, incumbents will work with business leaders to identify the areas of concern, offer recommendations, and manage the follow up to ensure the areas of concern have been addressed in a timely manner
In consultation with legal team, recognizes current industry compliance issues and research and impact on assigned business units. Assists with the communication of relevant information to business unit leaders

Principal Responsibilities

Assist the Compliance Manager with providing consultative compliance support and advice to the firm’s Global Distribution business, Technology and Finance departments. Serves as contact point for Global Distribution teams (Relationship Management, Consultant Relations, Marketing, Client Account Services) for questions related to regulatory matters.

Assist with the ongoing monitoring of jurisdictional regulatory changes and impact analysis, with a view to issuing advice and guidelines to the business in relation to the markets in which it operates
Works closely with other areas of the legal and compliance teams to keep them abreast of changes that are being disseminated to the business
Assisting Compliance Managers and Attorneys within Legal department in the EMEA region, with regulatory change projects.
From time to time assisting the Compliance Monitoring Team with surveillance or thematic reviews.

Assist the Compliance Managers and Head of EMEA Compliance in Delivering actionable consultative compliance support to the Equity and Fixed Income investment business and support functions.   Responsibilities include:

Researching and responding to trading issues.  Using regulatory knowledge and judgment to provide appropriate resolution to trading issues and providing interpretive guidance on the trading manual matters;
Makes decisions on whether clients can participate in an IPO or private placement;
Researching IPO, private placements and corporate actions and providing interpretive guidance on selling and transfer restrictions as they relate to the firm’s global client base; including safe harbors from US Securities law and relevant laws/regulations in other jurisdictions;

Works to ensure that the business conducted within the Europe, Africa and Middle East (“EMEA”) region complies with relevant laws and regulations including:

Licensing (at the corporate level);
Assists the SMCR Conduct Manager in maintaining up to date records, registrations and information on the firm’s Senior Managers and Certification Staff for the UK entities.
Assisting with regulatory reporting for the firm, e.g. GABRIEL/CONNECT/South African FSCA submissions;
Ensuring appropriate policies and procedures are followed to comply with local conduct of business rules;
Responding to question/information requests from regulatory authorities;
Assisting with management of regulatory inspection visits and requests for information;
Maintaining knowledge of regulatory developments and implement any required business changes;
Developing and enhancing policies procedures for the business to ensure compliance with regulatory or market developments.  Documenting and administering procedures as required;
Assisting with the broker legal documentation requirements;
Work closely with other areas of the business to ensure appropriate review and resolution of complaints
Coordination of Compliance responses to client due diligence requests and RFPs
Leading, and or assisting Compliance Managers and Attorneys within Legal department in the EMEA region, with team or firm-wide change projects

Provides consultative support and advice on Code of Ethics and Conduct (“Code”) related matters including:

Providing advice on policy with regards to reporting and prior clearing gifts and entertainment.  Uses judgment to determine when and how policy should be applied in atypical scenarios;
Reviewing over the wall requests/market soundings from brokers and advising the investment business on issues that may involve material non-public information and making additions to or removals from the Restricted List.
Providing advice to the investment business when conflicts of interest may arise. Using judgment to determine appropriate action to avoid any such conflict;
Providing Compliance training to new associates joining the firm
Assisting with the development and roll-out of new training initiatives within the Legal Department

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Required:

Bachelors degree or the equivalent combination of education and relevant experience
At least 3+ years working knowledge of compliance within the asset management industry
Knowledge of FCA/UK regulatory framework with direct relevant experience
Good general knowledge of the FCA handbook
Able to work under pressure and produce results without close supervision
Ability to handle heavy workload under tight timeframes and prioritize appropriately
Good verbal and written presentational skills
Attention to detail
A team-worker who must be able to build working relationships and interact with a diverse group of internal and external contacts
Analytical skills allied with creative thinking
Excellent interpersonal and influencing skills

Preferred:

Good product knowledge – US mutual funds, UCITS products and separate account management.
Project management capabilities would be advantageous
Second language(s): German would be preferred

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International Payroll Operations Manager

T. Rowe Price

London, London
7 days ago
London, London
7 days ago

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

POSITION PURPOSE

The International Payroll Operations Manager is responsible for management of the International Payroll function, including oversight of monthly payroll transaction processing of salary, statutory deductions, and the firms stock incentive and employee benefit plans.  This also includes managing the processing of payments and maintenance of records. The incumbent will ensure consistency of policies & procedures, improve current processes, ensure our controls comply with documented Sarbanes-Oxley (SOX) procedures and are in line with global best practices and relevant regulations. The incumbent will answer queries from Senior Management and act as a point of escalation for complex queries, mentoring team members to help increase their knowledge, understanding and impact. The incumbent will manage third-party resources in the resolution of issues and conflicts relating to the payroll functions supported, ad hoc requests made, or executing on delivery of firm-wide initiatives in support of the international function. Furthermore, partnership with Accounting, Treasury and other Human Resource functions to ensure adherence to agreed SLAs and that our service contracts are designed to support business growth and modernization of the International Payroll function.  

PRINCIPAL RESPONSIBILITIES

Manages a team of payroll professionals. Provides feedback, identifies development or career opportunities, coaches, conducts performance reviews and salary discussions.
Document and maintain departmental policies and procedures.
Evaluate, recommend, and implement process efficiencies to strengthen controls, reduce risks and eliminate redundancies.
Manage, develop, and coach associates in order to meet department quality and productivity standards, enhance skill sets, and retain associates.
Develop and monitor procedures for the preparation, documentation and disbursement of all payroll remittances, payroll taxes, and employee benefits.
Review and audit payroll prepared by staff and third-party providers to ensure compliance with corporate policies, tax requirements, statutory regulations, and GAAP.
Monitor, evaluate and manage changing legal, tax and regulatory demands and their effects on processes and procedures.
Primary lead to manage third-party service provider to ensure effective and efficient operations aligned to deliverables for associates and other clients.
Administer and manage long-term incentive (LTI) plans in coordination with Tax, Legal, Human Resources, and Managed Service Providers.
Facilitate the routing and resolution of inquiries from associates, transfer agent staff and brokers 

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Lead People: Promotes a team environment that values, encourages, and supports differences
Drive Results & Accountability: Persists in accomplishing objectives despite obstacles and setbacks
Create Value for Clients: Serves as a strategic partner to build, grow, and maintain long-lasting client relationships
Lead all troubleshooting of payroll and related issues
Coordination between countries and corporate groups
Able to run autonomously, exercising judgement regarding escalation of issues
Communicate Effectively: Adjusts to fit the audience and the message
Lead People: Invites input (i.e., diversity of thought) and shares ownership and visibility (e.g., gives credit where due).
Drive Results & Accountability: Is completely on top of what is going on and knows where things stand
Create Value for Clients: Consistently gains confidence and trust
Communicate Effectively: Anticipates, communicates, and proactively addresses client needs using knowledge of the market, global trends, and T. Rowe Price business strategy
Lead Change: Is willing to champion idea or position despite dissent or risk and act as a courageous catalyst for change
Think & Act Strategically: Articulates a clear strategy and maps the proactive steps that will clearly accelerate the organization towards its strategic goal
Develop Talent: Attracts and selects diverse and high caliber talent from across the globe

SUBJECT MATTER SKILLS

Bachelors degree or equivalent
Certified Payroll Professional, Certified Public Accountant and/or Chartered Accountant preferred
Experience leading an international payroll function and related reporting functions
Managing the payroll functions across multiple countries in both the EMEA and APAC is required for success in the role (priority given to the UK, Hong Kong, Japan, Luxembourg, Singapore & Australia based on headcount)
Experience working with service providers such as pension administrators and payroll providers
Proven experience managing complex projects that require extensive change management
Strong stakeholder management and influencing skills
Strong people leader who can coach and develop talent at varying levels
Proven track record of developing and implementing value-added payroll process improvements
Superior individual execution skills, critical thinking abilities
Demonstrated technical competency in accounting principles and procedures, specifically compensation related
Needs to have worked effectively in a global matrix environment
Proficiency in Excel and financial decision-making tools
Experience with ERP tools like Oracle and Workday

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Human Capital Management, Global Markets Division, Business Partner, VP, London

Goldman Sachs

London, London
19 days ago
London, London
19 days ago

Human Capital Management, Global Markets Division Business Partner, VP, London

 

At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our Human Capital Management professionals the flexibility and support they need to reach their goals in and outside of the office.

 

The Goldman Sachs Group, Inc. is a leading global investment banking, global markets and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset – we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office

 

HUMAN CAPITAL MANAGEMENT

 

Our division recruits, develops and rewards the people of Goldman Sachs.  Our teams advise, design and implement strategies, processes and technologies that help our people advance professionally, drive productivity and help the firm and our clients achieve superior results.  We look for individuals with strong problem solving and analytical skills, innovative thinking and intellectual curiosity who want to make an impact on the success of the firm’s most valuable asset, our people.

 

At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally.  From collaborative work spaces and mindfulness classes to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office


YOUR IMPACT

 

Are you looking for a new opportunity to showcase your advisory and client relationship management skills? Do you have a strategic mindset and the ability to build relationships? Do you desire to work in a fast-paced environment with the ability to influence and enable transformational change? We have an excellent new position available within our Business Partner team for the Global Markets Division within the Human Capital Management (HCM) division. You will be valued for your intellectual curiosity and your innovative approach to problem-solving. You will have direct impact on the success of the firm’s most valuable asset: our people.

 

OUR IMPACT                   

                   

As a division, HCM recruits, develops, and rewards the people of Goldman Sachs. Our teams advise, design, and implement strategies, processes, and technologies that help our people advance professionally, drive productivity, and help the firm and our clients achieve superior results.  A Business Partner within Global Markets Division will provide broad-based analytic and talent management advice and support.

 

Responsibilities

  • Point of contact for Global Markets Division EMEA managers and employees
  • Partner with divisional franchise management, business unit managers and COOs on key people priorities, initiatives and day to day topics for the division
  • Facilitate, drive and execute a wide variety of key people strategies for the division including promotions, mobility programmes, talent management and compensation
  • Act as an advisor to clients and provide guidance on a wide range of people related topics
  • Analyse data to enhance and deliver commercial, effective HCM solutions
  • Drive strategic initiatives forward, e.g. Diversity
  • Partner closely with global Business Partner team and specialist HCM colleagues to ensure effective delivery of recruiting, training, mobility and talent management to the division

 

Skills and Relevant Experience

  • Bachelor’s degree
  • Proven track record in HR
  • Highly organized with flawless execution and attention to detail
  • Demonstrated client service focus and ability to build relationships successfully
  • Analytical mindset and technical skillset – excellent quantitative skills, data analysis, and problem solving skills
  • High level of skill on all Microsoft applications required, especially Excel
  • Flexibility to work across a diverse range of projects with different stakeholders
  • Ability to work in a fast-paced, deadline driven, globally connected environment and think clearly under pressure
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong interpersonal skills - comfortable delivering and facilitating in a group setting
  • Commitment to excellence and a high level of integrity

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, global markets and investment management firm. Headquartered in New York, we maintain offices around the world.

 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and Firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

 

© The Goldman Sachs Group, Inc., 2020. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Investment Management Business Analyst (8 Month FTC)

Close Brothers Group

Central London / West End, London
30+ days ago
Central London / West End, London
30+ days ago

Role Overview

  • Contribute to the delivery of the strategic objectives of Close through the provision of business analysis. The current programme of change is designed to deliver major business transformational changes and ongoing BAU enhancements & efficiencies over a multi-year timeframe. Utilise a range of business analysis tools and techniques in order to deliver high quality business analysis artefacts within the Change function and associated projects.

Key Responsibilities

General

The role will involve applying business knowledge to the project environment. The candidate will need to:

  • Provide conceptual solutions to often complicated business problems and make recommendations for preferred solutions.
  • Contribute to the development of the business analysis approach and deliverables, and improve the integration with other disciplines across the software delivery lifecycle.
  • Lead requirements gathering and elicitation using a range of analysis tools and techniques.
  • Have ownership of traceability of analysis through development, testing, training through to business readiness and acceptance.
  • Work with Senior Management and up to Executive level to facilitate the sign off / agreement of solutions and recommendations.
  • Strong team working skills, with an ability to travel around the national office network to complete projects onsite where required.
  • Strong communication and interpersonal skills including negotiation.
  • Excellent written and verbal communication skills – must be able to communicate fluently in English both verbally and in writing.

Regulatory Responsibilities (Compliance/T&C)

  • Ability to demonstrate and understand the regulatory framework relevant to the role, whilst practising effective risk management at all times.
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Compliance Analyst

Wellington Management

London
5 days ago
London
5 days ago

WELLINGTON MANAGEMENT

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

POSITION

THE COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$1 Trillion in assets under management as of 30 September 2020, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

Wellington Management Funds offer Institutional investors access to our broad equity, fixed income, and multi-asset investment capabilities through Wellington Management Funds (WMF). This extensive suite of funds, which draws on the expertise of our global investment teams, includes UCITS and non-UCITS funds and specific fund families domiciled in Australia and Canada. Our clients include a wide range of global institutions, including pension funds, sovereign funds, endowments and foundations, family offices, and insurance companies. Select global banks also utilize our funds in connection with their private wealth management businesses.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

THE POSITION

We are currently seeking a Compliance professional to join our existing team that covers distribution and marketing with a specific focus on regulations around sustainable investing and the sustainability‐related disclosures in the financial services sector. Based in London, the primary focus of the role will be the review and approval of fund marketing materials, including presentations, factsheets, brochures, web content, video and email marketing content. To a lesser extent, the role will also include providing compliance support to product development and distribution functions. The Analyst will report to the Head of the Compliance team supporting distribution and marketing and will work closely with the broader Legal & Compliance team.

RESPONSIBILITIES

Primary responsibilities will include:

  • Review emerging regulations linked to sustainability‐related disclosures in the financial services sector. Help the business develop a consistent framework for sustainability‐related disclosures and related marketing content.

  • Develop subject-matter expertise in the area of sustainability‐related disclosures in EMEA.

  • Provide compliance advice and support the development of sustainability‐related web-content

  • Reviewmarketing materials for WMF-Global funds for use ex-US, including contentof the WMF-Global web pages;

  • Provide day to day advice to WMF Marketing, Global Wealth Management and the Global Business Development & Relationship Management Group on fund marketing content and distribution requirements across various jurisdictions across EMEA;

  • Develop and maintain marketing guidelines, Q&A’s, checklists, and country specific marketing memos.

  • Assist with the Compliance Monitoring programme in relation to post use review of marketing material and website content;

  • Assist with the provision of training to the business, specifically in relation to marketing and distribution, and also more generally where required;

  • Provide compliance support for the product development process, attending working group meetings as part of the formal review and establishment of new WMF-Global funds.

QUALIFICATIONS

The successful candidate is likely to:

  • Have a strong academic background, including an undergraduate degree;

  • Have 3 years of relevant compliance experience, ideally gained at another Asset Management firm. Experience of working with/supporting fund activities (specifically in relation to fund marketing and cross border distribution) is strongly preferred;

  • Demonstrate strong compliance knowledge, particularly as it relates to the sale and marketing of funds in multiple jurisdictions;

  • Have a genuine passion for ESG and sustainable finance issues

  • Have good business judgment, and be able to work under pressure, both independently and as part of a team.

SKILLS

JOB TITLE

Compliance Analyst

LOCATION

London

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard torace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us atGMCANINQ@wellington.com.

WELLINGTON MANAGEMENT

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

POSITION

THE COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$1 Trillion in assets under management as of 30 September 2020, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

Wellington Management Funds offer Institutional investors access to our broad equity, fixed income, and multi-asset investment capabilities through Wellington Management Funds (WMF). This extensive suite of funds, which draws on the expertise of our global investment teams, includes UCITS and non-UCITS funds and specific fund families domiciled in Australia and Canada. Our clients include a wide range of global institutions, including pension funds, sovereign funds, endowments and foundations, family offices, and insurance companies. Select global banks also utilize our funds in connection with their private wealth management businesses.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

THE POSITION

We are currently seeking a Compliance professional to join our existing team that covers distribution and marketing with a specific focus on regulations around sustainable investing and the sustainability‐related disclosures in the financial services sector. Based in London, the primary focus of the role will be the review and approval of fund marketing materials, including presentations, factsheets, brochures, web content, video and email marketing content. To a lesser extent, the role will also include providing compliance support to product development and distribution functions. The Analyst will report to the Head of the Compliance team supporting distribution and marketing and will work closely with the broader Legal & Compliance team.

RESPONSIBILITIES

Primary responsibilities will include:

  • Review emerging regulations linked to sustainability‐related disclosures in the financial services sector. Help the business develop a consistent framework for sustainability‐related disclosures and related marketing content.

  • Develop subject-matter expertise in the area of sustainability‐related disclosures in EMEA.

  • Provide compliance advice and support the development of sustainability‐related web-content

  • Reviewmarketing materials for WMF-Global funds for use ex-US, including contentof the WMF-Global web pages;

  • Provide day to day advice to WMF Marketing, Global Wealth Management and the Global Business Development & Relationship Management Group on fund marketing content and distribution requirements across various jurisdictions across EMEA;

  • Develop and maintain marketing guidelines, Q&A’s, checklists, and country specific marketing memos.

  • Assist with the Compliance Monitoring programme in relation to post use review of marketing material and website content;

  • Assist with the provision of training to the business, specifically in relation to marketing and distribution, and also more generally where required;

  • Provide compliance support for the product development process, attending working group meetings as part of the formal review and establishment of new WMF-Global funds.

QUALIFICATIONS

The successful candidate is likely to:

  • Have a strong academic background, including an undergraduate degree;

  • Have 3 years of relevant compliance experience, ideally gained at another Asset Management firm. Experience of working with/supporting fund activities (specifically in relation to fund marketing and cross border distribution) is strongly preferred;

  • Demonstrate strong compliance knowledge, particularly as it relates to the sale and marketing of funds in multiple jurisdictions;

  • Have a genuine passion for ESG and sustainable finance issues

  • Have good business judgment, and be able to work under pressure, both independently and as part of a team.

SKILLS

JOB TITLE

Compliance Analyst

LOCATION

London

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard torace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us atGMCANINQ@wellington.com.

G
G

Human Capital Management, Firmwide Compensation, Senior Analyst, London

Goldman Sachs

London, London
30+ days ago
London, London
30+ days ago

HUMAN CAPITAL MANAGEMENT

Our division recruits, develops and rewards the people of Goldman Sachs.  Our teams advise, design and implement strategies, processes and technologies that help our people advance professionally, drive productivity and help the firm and our clients achieve superior results.  We look for individuals with strong problem solving and analytical skills, innovative thinking and intellectual curiosity who want to make an impact on the success of the firm’s most valuable asset, our people.


At Goldman Sachs, our culture is one of teamwork, innovation and meritocracy. We often say our people are our greatest asset and we take pride in supporting each colleague both professionally and personally. From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our Human Capital Management professionals the flexibility and support they need to reach their goals in and outside of the office.

 

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Our people are our greatest asset – we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. We take pride in supporting each colleague both professionally and personally. From collaborative work spaces and ergonomic services to wellbeing and resilience offerings, we offer our people the flexibility and support they need to reach their goals in and outside the office.

 

HUMAN CAPITAL MANAGEMENT

 

Our division recruits, develops and rewards the people of Goldman Sachs.  Our teams advise, design and implement strategies, processes and technologies that help our people advance professionally, drive productivity and help the firm and our clients achieve superior results.  We look for individuals with strong problem solving and analytical skills, innovative thinking and intellectual curiosity who want to make an impact on the success of the firm's most valuable asset, our people.

 

JOB SUMMARY & RESPONSIBILITIES

 

OUR IMPACT

 

As a division, Human Capital Management (HCM) recruits, develops, and rewards the people of Goldman Sachs.  Our teams advise, design, and implement strategies, processes, and technologies that help our people advance professionally, drive productivity, and help the firm and our clients achieve superior results.  We look for individuals with strong problem solving and analytical skills, innovative thinking and intellectual curiosity who want to make an impact on the success of the firm's most valuable asset, its people.

 

The Firmwide Compensation function drives the development and implementation of the firm's global compensation philosophy, policies and practices to help effectively attract, retain, and motivate employees.  The work is invariably of a confidential nature and requires a unique combination of skills to deliver workable solutions to a diverse range of issues. 

 

The role requires liaison with colleagues in the regional, divisional and central compensation teams, departments inside of HCM including Executive and Equity Compensation, Recruiting, the Business Partner teams, and outside of HCM including Compensation Accounting, Controllers, Legal and Tax and external advisors.

 

The ideal candidate will leverage their proven expertise to assist in the design and delivery of comprehensive compensation programmes to over 6,000 employees across the region. This candidate will serve as a key member of the EMEA Compensation team. 

 

Principal Duties and Responsibilities:

  • Support all compensation matters relating to EMEA jurisdictions including monthly payrolls, 'Stock Incentive Plan' submissions, equity make whole valuations, compensation audits and management of offer letter templates.
  • Preparation of new hire packages and assistance with structuring lateral hire compensation offers
  • Support region-specific compensation programmes and processes e.g. Currency Election Programme
  • Support the year-end compensation process including benchmarking, total compensation recommendations, salaries and compensation communication.
  • Create and run a variety of ad hoc compensation reports, analysis and diagnostics
  • Partner with divisional HCM to advise / deliver workable solutions to the business on compensation issues
  • Work closely with HCM Engineering on system enhancements and automation to achieve operational efficiency
  • Liaise with divisional HCM, Tax, Legal, and Controllers on compensation matters as necessary

Skills / Experience:

  • Bachelor's degree in business administration, finance or related field
  • Excellent analytical skills, including very strong Microsoft Excel skills - an ability to review current processes and/or data, detect and correct errors, take responsibility for data quality; attention to detail essential.
  • Strong Business Objects, Microsoft Word and PowerPoint skills preferred
  • Client service focus and relationship management skills; notable responsiveness and a "can-do" attitude; ability to understand and articulate the needs of the client.
  • Project management and execution - highly organized and proven ability to execute and manage complex logistics, projects and tasks, prioritize workload and meet deadlines.
  • Ability to take ownership and work independently to achieve objectives and think multiple steps ahead
  • Strong oral and written communications skills
  • Ability to handle high degree of confidential information with appropriate discretion
  • Ability to work under pressure
  • Good judgment - knowing when to escalate an issue combined with a willingness to be flexible. 


The ideal candidate will have had exposure to reward related issues in a fast-paced international company, and within a complex matrix environment that requires a practical, empathetic and team orientated approach.
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and Firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.


ABOUT GOLDMAN SACHS


At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html


© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

W
W

Portfolio Guideline Analyst

Wellington Management

London
5 days ago
London
5 days ago

WELLINGTON MANAGEMENT

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

POSITION

The Company

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management as of 30 September 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

The Position

The Portfolio Guideline Monitoring Analyst (“The Analyst”) will be part of the Investment Implementation team within the Investment Services and Technology group (InvesTech). InvesTech brings technology and operations together to deliver better, more efficient outcomes for our clients and business partners. In addition to Investment Implementation, InvesTech is comprised of the Infrastructure Design, InvesTech Operations, and Technology teams.

Responsibilities

  • The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements.
  • The Analyst will be part of the team that i) Reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, Sentinel, ii) performs real-time, pre-trade support with investors, and iii) resolves post-trade incident exceptions generated from Sentinel.
  • The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams, specifically our Global Relationship Teams, Product Management and Portfolio Management, to develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements

Qualifications

The successful candidate is likely to:

  • Demonstrate a strong working knowledge of all investment types, including equity and fixed income products, and derivative securities.
  • Prior experience monitoring investment guidelines, working in an investment compliance role, understanding regulatory requirements for 40 Act and UCITs funds, and coding investment restrictions into a vendor or proprietary compliance monitoring system, specifically Sentinel, would be advantageous;
  • Be self-confident, a self-starter, results driven, energetic, have an inquisitive mind, and be controls conscious.
  • Have strong organisational skills, an ability to manage assignments with competing priorities, excellent communication skills, and the ability to work both independently and as a member of a team.
  • Have strong attention to detail and computer literacy (knowledge of Word, Excel, and similar tools).

SKILLS

JOB TITLE

Portfolio Guideline Analyst

LOCATION

London

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard torace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us atGMCANINQ@wellington.com.

WELLINGTON MANAGEMENT

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

POSITION

The Company

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management as of 30 September 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

The Position

The Portfolio Guideline Monitoring Analyst (“The Analyst”) will be part of the Investment Implementation team within the Investment Services and Technology group (InvesTech). InvesTech brings technology and operations together to deliver better, more efficient outcomes for our clients and business partners. In addition to Investment Implementation, InvesTech is comprised of the Infrastructure Design, InvesTech Operations, and Technology teams.

Responsibilities

  • The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements.
  • The Analyst will be part of the team that i) Reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, Sentinel, ii) performs real-time, pre-trade support with investors, and iii) resolves post-trade incident exceptions generated from Sentinel.
  • The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams, specifically our Global Relationship Teams, Product Management and Portfolio Management, to develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements

Qualifications

The successful candidate is likely to:

  • Demonstrate a strong working knowledge of all investment types, including equity and fixed income products, and derivative securities.
  • Prior experience monitoring investment guidelines, working in an investment compliance role, understanding regulatory requirements for 40 Act and UCITs funds, and coding investment restrictions into a vendor or proprietary compliance monitoring system, specifically Sentinel, would be advantageous;
  • Be self-confident, a self-starter, results driven, energetic, have an inquisitive mind, and be controls conscious.
  • Have strong organisational skills, an ability to manage assignments with competing priorities, excellent communication skills, and the ability to work both independently and as a member of a team.
  • Have strong attention to detail and computer literacy (knowledge of Word, Excel, and similar tools).

SKILLS

JOB TITLE

Portfolio Guideline Analyst

LOCATION

London

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard torace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us atGMCANINQ@wellington.com.

Posted

7 days ago

Description

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

POSITION PURPOSE

This position is in the EMEA Business Management team, who reports to the EMEA General Manager
The team is part of EMEA Distribution and report to the EMEA Distribution Business Unit Head
EMEA Distribution is an important part of the firm’s global diversification aspirations and is undergoing a rapid state of investment and growth
This is a key role, which has a significant and direct impact on the EMEA strategy
The Senior Business Manager will need to develop a comprehensive Sales framework for our sales and marketing teams. This means interacting directly with the sub-regional heads and their respective relationship managers, and closely collaborating with functions such as Distribution Enablement, Distribution Intelligence, and HR
The incumbent will have target to improve sales effectiveness and will need to define key performance indicators to measure the framework’s success. Pipeline management and Funds Capacity management will be two important aspects of the job, which the candidate will have to partially define and subsequently manage independently
Furthermore, the Senior Business Manager will implement and execute initiatives across EMEA Distribution to enable our strategy

Principal Responsibilities

Establish a robust and sustainable sales management framework within EMEA Distribution, to enable the delivery of the EMEA strategy and increase productivity

Work in partnership with different functions across the Business Unit to share best practice, and implement sales initiatives in EMEA

Develop a systematic and seamless approach to monitor sales and pipeline

Analyze various business data, financials, trends, research; develop strategic proposals, and synthetize findings in executive presentations

Closely collaborate with Finance to produce management information packs for senior managers and the EMEA Executive Committees

Lead the monthly Pipeline call with sub-regional Heads, present insights / recommendations and actionable points with the aim to support an efficient sales process

Lead the Capacity Management agenda; accurately monitor strategies at capacity, timely communicate changes and pro-actively interact with other BUs to negotiate allocated amounts and to share best practices

Prepare business and sales analysis and reviews, incl. actionable recommendations for the BU Head

Analysis figures, find patterns and develop conclusions and recommendations

Synthetize findings in short and easy to read decks

Present results and recommendations to senior managers

Provides support to the EMEA General Manager and act as her deputy. This would include:

Acting as point of contact for sales initiatives, Salesforce and Tableau inquires

Deputizing the General Manager when required

Representing EMEA Distribution in company-wide projects

Working in collaboration with Products and Investments, to share best practice, reinforce partnerships and build trust across different functions, and enhance our overall sales framework

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Required:

Prior global asset management experience (min. 8 years) and knowledge of AM products and vehicles is a MUST
Prior experience in a similar sales / analysis management position and demonstrated history of successes in establishing and executing on sales management processes
Ability to identify gaps in the processes, and timely address the challenges
Ability to work collaboratively across the firm to utilize resources and information
Demonstrated interpersonal, influencing and relationship management skills, as well as critical thinking and problem solving
Ability to independently and proactively manage time and shifting priorities effectively while in a challenging operating environment
Strong analytical skills with keen instinct on how to gather meaningful data and synthesize it to represent a story to senior managers
Proficient in Microsoft Excel, Power Point, Salesforce (CRM) and Tableau  

Preferred:

Fluency in another European language
Previous exposure to US working culture and multiple time zones
Strong knowledge of TRP business