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Junior Business Analyst
Junior Business Analyst
The business analyst sits within the UKI & EMEA COO team, an integral part of the front office which acts as a key interface between the front office and all product and support functions. The function of the team is to deliver an integrated change programme in all UKI & EMEA locations.
The purpose of the business analyst is to:
help establish a robust programme management capability (PMO) within the COO function and establish a strong partnership with corresponding EMEA team
contribute to the delivery of projects under the programme through application of your experience
make recommendations on streamlining the PMO processes
maintain key project documentation
establish robust and scalable reporting mechanisms
provide support in planning and facilitating the governance forums
ensure the UK and EMEA team are both reporting in a consistent manner
The role is ideally suited for an existing PMO/Programme Analyst looking to become a Business Analyst. The person will work with the front office senior management team, private bankers, private banking executives, COO team and all product and support functions to assist in the delivery of structural changes and check they are being absorbed by the front office.
Required qualifications
2:1 degree or equivalent, MBA preferred but not essential
Work experience with a leading management consultant OR
PMO / projects experience at a financial services firm
Essential Attributes
Switched on with good analysis skills
Structured and process / governance driven
Strong inter-personal skills and ability to communicate effectively across various levels of seniority
Strong written and verbal communication skills
Ability to learn quickly and adapt
Proactive with ability to work independently and multi-task to meet multiple deadlines
Able to work in a non-structured environment with changing priorities
Able to see big picture and attention to detail
Strategic Business Analyst
Strategic Business Analyst
This role sits at AVP level within a small team for a global wealth manager. The team’s remit covers investment managers, product specialists, private banking, technology, estates and trusts, operations, risk, HR and compliance. This is an ideal role to ‘lift the lid’ on each department and gather requirements, design new processes and communicate new structures and recommendations through to sign off without being involved in the actual execution of changes.
Strategic Business Analysis, Planning & Design, Stakeholder ngagement, Communications, Programme / Project Management, Team Participation.
Supervisory responsibilities - Provide coaching and mentoring to junior colleagues, transferring skills and expertise as required to ensure delivery againsttargets and continuing professional and personal development. Provide objective feedback and input into formalPerformance Development Reviews of all direct reports.
Professional/technical experience - Experienced user of Microsoft Excel and Microsoft PowerPoint
Managerial experience - Experience of coaching junior team members preferable but not essential.
Academic and professional qualifications - A high quality degree level education, and a first class general academic track record.
Language skills - Fluency in English is essential, and strong written and verbal communication skills are a critical requirement for the role.
Personal attributes -
Able to tackle loosely defined problems in a structured / logical fashion and arrive at a satisfactory outcome
Able to operate professionally in close proximity to senior stakeholders
Strong communicator / team player / self motivated
Strong interpersonal skills with a ‘can do’ attitude
High personal standards and attention to detail
Self-starter who adopts a proactive stance at all times
A relationship builder with a reputation for integrity, evoking rapid trust and confidence in clients, colleagues and team
Operations Manager - Portfolio/Brokerage Support
Operations Manager - Portfolio/Brokerage Support
1. BASIC PURPOSE:
Management of 7 Middle Office Operational staff in support of Portfolio Solutions and Brokerage businesses, ensuring adequate staff capability and work allocation to meet all deliverables on time. Partner Front Office on their daily requirements and business development, providing expertise on trade workflow, systems impact, regulatory and compliance requirements on new product changes as well as day-to-day operations. Liasing with other Operational groups both in London and other global locations to ensure the highest level of service delivery to clients at all times.
2. MAJOR RESPONSIBILITIES:
Transition Management:-
Supervision of staff in multiple disciplines, including trade processing, client take on, portfolio set-up, client confirmations, client reporting, portfolio reconciliation, trade flow and settlement management.
Work closely with front office, project management and other operational staff on new business development.
Ensure all tasks are completed for the team on a daily basis with adequate resources and tight controls. This often means managing resources within the team and influencing those in other teams to perform critical tasks quickly.
Liaise with manager who is in another location on any significant day-to-day issues which require escalation and also on individual and team issues (staff development, training, resourcing, project work).
Manage communication on a regular basis with Operational colleagues in other locations, specifically Boston and Sydney. This occasionally requires out-of-hours calls.
Ensure team’s compliance with all policies and employment codes.
3. REQUIREMENTS:
Educated to A level standard or equivalent
Significant experience and specific business expertise in the Trade Processing field are required.
Client facing experience is desirable and experience of managing staff essential.
Systems knowledge of Fidessa and Oasys mandatory, Gloss and SWIFT also an advantage
Knowledge of varied products, Equity, Fixed Income, Futures & Options, FX.
High Calibre individual – must have outstanding communication skills to manage relationships with Front Office, Operational staff in other teams and locations and manager who is in an alternate site.
Must be very self motivated with a focus on customer service and an obvious willingness to take ownership of any issue.
Excellent organisational skills and a proven ability to manage multiple priorities.
The ability to work in a pressurised environment is essential.
Proficiency in Microsoft Office applications – Word, Excel, Access, Powerpoint
Executive Assistant
Executive Assistant
Our client, a leading Investment Bank is currently recruiting for an Executive Assistant to support the Head of Capital Markets and Commercial Banking.
80% of your time will be spent providing PA support on a 1:1 basis and 20% of your time will be spent supporting 5 direct reports in both Capital Markets and Commercial Banking. You have proven experience of providing secretarial support at a senior level, preferably within an Investment Bank. The core hours for this post will be 8:30 - 6pm but you will need to be flexible and may need to stay outside of these hours when required. If you are a Secretary or Executive Assistant with Financial Services experience and are looking for a temporary assignment then this role is ideal for you.
Roles/Responsibilities
- Extensive diary management
- Dealing with complex travel arrangements nationally and internationally
- Arranging departmental events
- Processing expenses
- Putting together presentations and reports using MS Powerpoint and MS Excel
- Drafting correspondence
Skills/Experience
- PA/EA/Secretary experience
- You will need to have worked previously within Financial Services, preferably a top tier Investment Bank
Personal Attributes
- Excellent organisational skills
- Dynamic and able to work in a fast paced and demanding environment
- Able to work independently without direction
Equity Research Team Assistant - London
Equity Research Team Assistant - London
This role is working in the Business Services, Leisure and Transportation team within Equity Research. It is a temp – perm role, and the hours are 8am-5.30pm.
German-speaking PA - Legal
German-speaking PA - Legal
A Global Investment Bank located in London Docklands are currently recruiting a German speaking PA to work within their Legal Department. This is a three month temporary role with an urgent start.
Role
Secretary: To provide first class secretarial support to the Managing Director and team within Global Banking.
Duties
Administrative Duties:
· Email management; drafting, responding (without reference as appropriate), prioritising and printing.
· Manage multiple electronic diaries; co-ordination of meetings involving both internal and external personnel
· Co-ordination and management of detailed, complex travel schedules and itineraries.
· Preparation, reconciliation and submission of travel and corporate expenses in a timely manner.
· Preparation of confidential correspondence, PowerPoint presentations and Word/Excel documents. Where appropriate, liaison with third parties to ensure prompt and accurate completion of presentations and relevant standard documentation.
· Provide a professional telephone answering/messaging service for assigned bankers and colleagues in a telephone pick-up group.
· Filing; archiving and destruction. Utilising as appropriate, central filing resources and Group electronic filing/archiving systems in line with audit/compliance guidelines.
· Preparation, reconciliation and submission of travel and corporate expenses in a timely manner.
· Scheduling of appointments/meetings/Video Conferences; Co-ordination of Management meetings
· Preparation of presentational materials (PDFs, PowerPoint, agendas, minutes, etc)
· Place stationery orders via BuySmart for general office supplies, business cards, diaries, etc
Client Related Duties:
· Regular interaction with internal colleagues and clients at the highest level.
· Assist the team in maintaining client/market activity and preparing/distributing information packs, presentations, etc.
· Preparation of confidential correspondence, reports and presentations relating to business strategy/ planning, revenues etc. Where appropriate liaison with third parties to ensure prompt and accurate completion of presentations and relevant standard documentation
Reporting Duties:
· Maintain monthly cost reports, tracking expenses, assist in planning etc.
· Maintain holiday/sickness records for the team
· Circulate announcements/general information/office procedures, as required
· Monitoring and supporting assigned bankers’ participation in their effort to maintain and update internal systems
· Collation of monthly communications schedule, as applicable
· Update/maintenance of organisational structure charts
Other:
German and Legal experience is also a prerequisite.
IBD Team Assistant - London
IBD Team Assistant - London
A prestigious investment bank requires the support of team secretary to assist within IBD in this client liaison role. This is an ongoing role.
Senior Assistant within Alternative Investments - London
Senior Assistant within Alternative Investments - London
Based in Canary Wharf, this US investment bank, is looking for a Senior Assistant to support within their Alternative Investments Division.
You will be providing full PA support to the Head of the team as well as 3 other Senior team members.
Finance Business Analyst London
Finance Business Analyst London
You will be responsible for defining business requirements, data definition and process work flow of the new Core Financial Platform, including GL, Fixed Assets, Consolidation and Contract Billing
Senior Accountant London
Senior Accountant London
Establish accounting processes and procedures to ensure accurate and timely recording of transactions and financial results.
Will ensure that accounting records are maintained in appropriate local GAAP and US GAAP and in accordance with corporate accounting policies.
Coordinate with various operational groups to ensure monthly results are accurate and timely. Provide training, accounting guidance and resolve issues.
Responsible for advising on supplier VAT compliance and filings.
Review account reconciliations and journal entries for accuracy and timeliness.
Perform monthly balance sheet analysis on variances.
Assists in the annual audit, statutory audits and tax audits as required, which includes the preparation of audit files and supporting statements.
Ensure SOX compliance by monitoring daily and monthly documented controls.
Liaise with key business personnel.
Perform other ad hoc analysis or special projects as assigned.
UK