121 Financial Advisory jobs in the United Kingdom
Vice President,Financial Advisory - Project Finance (Fluent Japanese)
London, London
MUFG
Posted 6 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
the Financial Advisory team (u201c **GCIB Financial Advisory** u201d) spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
Assisting in devising, refining and implementing the financial advisory strategy.
Work with other MUFG teams to enhance the MUFG offering and client services.
Ratings Advisory support.
To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
Ensure that business development, structuring and execution is market-leading, sound and appropriate.
Coordinating with international structured finance teams.
Prepare and present internal committee presentations/papers.
In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
Experience from a structured finance advisory/product role preferred.
Experience gained from within a project finance bank, boutique or DCM team preferred.
Previous experience working in structured finance essential, some M&A and rating experience beneficial.
Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
Structured Finance understanding a requirement.
Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
Familiar with different types of financing documentation e.g. CTAs.
Knowledge of credit, risk management, market and legal aspects of structured finance.
Multiproduct experiences: bank, public and private DCM.
Desirable to have a level of project finance modelling understanding.
Analytical skills including the ability to interrogate financial models.
Clear communication skills.
Sound IT knowledge and skills.
Quantitative / numerical skills.
Excellent interpersonal skills.
Education / Qualifications:
Degree Level and/or relevant industry expertise
Language Skills:
Fluent Japanese
**Personal Requirements**
Excellent attention to detail and accuracy.
A proactive, motivated approach.
Results driven, with a strong sense of ownership and accountability.
The ability to operate with urgency and dynamically prioritise work accordingly.
The ability to manage large workloads and tight deadlines.
A structured and logical approach to work and ability to demonstrate sound judgement.
Good problem solving skills.
A creative and innovative approach to work.
A calm approach, with the ability to perform well in a pressurised environment.
Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
the Financial Advisory team (u201c **GCIB Financial Advisory** u201d) spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
Assisting in devising, refining and implementing the financial advisory strategy.
Work with other MUFG teams to enhance the MUFG offering and client services.
Ratings Advisory support.
To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
Ensure that business development, structuring and execution is market-leading, sound and appropriate.
Coordinating with international structured finance teams.
Prepare and present internal committee presentations/papers.
In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
Experience from a structured finance advisory/product role preferred.
Experience gained from within a project finance bank, boutique or DCM team preferred.
Previous experience working in structured finance essential, some M&A and rating experience beneficial.
Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
Structured Finance understanding a requirement.
Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
Familiar with different types of financing documentation e.g. CTAs.
Knowledge of credit, risk management, market and legal aspects of structured finance.
Multiproduct experiences: bank, public and private DCM.
Desirable to have a level of project finance modelling understanding.
Analytical skills including the ability to interrogate financial models.
Clear communication skills.
Sound IT knowledge and skills.
Quantitative / numerical skills.
Excellent interpersonal skills.
Education / Qualifications:
Degree Level and/or relevant industry expertise
Language Skills:
Fluent Japanese
**Personal Requirements**
Excellent attention to detail and accuracy.
A proactive, motivated approach.
Results driven, with a strong sense of ownership and accountability.
The ability to operate with urgency and dynamically prioritise work accordingly.
The ability to manage large workloads and tight deadlines.
A structured and logical approach to work and ability to demonstrate sound judgement.
Good problem solving skills.
A creative and innovative approach to work.
A calm approach, with the ability to perform well in a pressurised environment.
Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
This advertiser has chosen not to accept applicants from your region.
0
Vice President,Financial Advisory - Project Finance (Fluent Japanese)
London, London
MUFG
Posted 6 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
the Financial Advisory team (u201c **GCIB Financial Advisory** u201d) spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
Assisting in devising, refining and implementing the financial advisory strategy.
Work with other MUFG teams to enhance the MUFG offering and client services.
Ratings Advisory support.
To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
Ensure that business development, structuring and execution is market-leading, sound and appropriate.
Coordinating with international structured finance teams.
Prepare and present internal committee presentations/papers.
In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
Experience from a structured finance advisory/product role preferred.
Experience gained from within a project finance bank, boutique or DCM team preferred.
Previous experience working in structured finance essential, some M&A and rating experience beneficial.
Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
Structured Finance understanding a requirement.
Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
Familiar with different types of financing documentation e.g. CTAs.
Knowledge of credit, risk management, market and legal aspects of structured finance.
Multiproduct experiences: bank, public and private DCM.
Desirable to have a level of project finance modelling understanding.
Analytical skills including the ability to interrogate financial models.
Clear communication skills.
Sound IT knowledge and skills.
Quantitative / numerical skills.
Excellent interpersonal skills.
Education / Qualifications:
Degree Level and/or relevant industry expertise
Language Skills:
Fluent Japanese
**Personal Requirements**
Excellent attention to detail and accuracy.
A proactive, motivated approach.
Results driven, with a strong sense of ownership and accountability.
The ability to operate with urgency and dynamically prioritise work accordingly.
The ability to manage large workloads and tight deadlines.
A structured and logical approach to work and ability to demonstrate sound judgement.
Good problem solving skills.
A creative and innovative approach to work.
A calm approach, with the ability to perform well in a pressurised environment.
Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
the Financial Advisory team (u201c **GCIB Financial Advisory** u201d) spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
Assisting in devising, refining and implementing the financial advisory strategy.
Work with other MUFG teams to enhance the MUFG offering and client services.
Ratings Advisory support.
To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
Ensure that business development, structuring and execution is market-leading, sound and appropriate.
Coordinating with international structured finance teams.
Prepare and present internal committee presentations/papers.
In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
Experience from a structured finance advisory/product role preferred.
Experience gained from within a project finance bank, boutique or DCM team preferred.
Previous experience working in structured finance essential, some M&A and rating experience beneficial.
Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
Structured Finance understanding a requirement.
Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
Familiar with different types of financing documentation e.g. CTAs.
Knowledge of credit, risk management, market and legal aspects of structured finance.
Multiproduct experiences: bank, public and private DCM.
Desirable to have a level of project finance modelling understanding.
Analytical skills including the ability to interrogate financial models.
Clear communication skills.
Sound IT knowledge and skills.
Quantitative / numerical skills.
Excellent interpersonal skills.
Education / Qualifications:
Degree Level and/or relevant industry expertise
Language Skills:
Fluent Japanese
**Personal Requirements**
Excellent attention to detail and accuracy.
A proactive, motivated approach.
Results driven, with a strong sense of ownership and accountability.
The ability to operate with urgency and dynamically prioritise work accordingly.
The ability to manage large workloads and tight deadlines.
A structured and logical approach to work and ability to demonstrate sound judgement.
Good problem solving skills.
A creative and innovative approach to work.
A calm approach, with the ability to perform well in a pressurised environment.
Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
This advertiser has chosen not to accept applicants from your region.
1
Vice President, Financial Advisory - Project Finance (Fluent Japanese)
London, London
MUFG
Posted 3 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
+ the Financial Advisory team (" **GCIB Financial Advisory** ") spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
+ The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
+ To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
+ Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
+ Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
+ Assisting in devising, refining and implementing the financial advisory strategy.
+ Work with other MUFG teams to enhance the MUFG offering and client services.
+ Ratings Advisory support.
+ To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
+ Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
+ Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
+ Ensure that business development, structuring and execution is market-leading, sound and appropriate.
+ Coordinating with international structured finance teams.
+ Prepare and present internal committee presentations/papers.
+ In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
+ Experience from a structured finance advisory/product role preferred.
+ Experience gained from within a project finance bank, boutique or DCM team preferred.
+ Previous experience working in structured finance essential, some M&A and rating experience beneficial.
+ Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
+ Structured Finance understanding a requirement.
+ Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
+ Familiar with different types of financing documentation e.g. CTAs.
+ Knowledge of credit, risk management, market and legal aspects of structured finance.
+ Multiproduct experiences: bank, public and private DCM.
+ Desirable to have a level of project finance modelling understanding.
+ Analytical skills including the ability to interrogate financial models.
+ Clear communication skills.
+ Sound IT knowledge and skills.
+ Quantitative / numerical skills.
+ Excellent interpersonal skills.
Education / Qualifications:
+ Degree Level and/or relevant industry expertise
Language Skills:
+ Fluent Japanese
**Personal Requirements**
+ Excellent attention to detail and accuracy.
+ A proactive, motivated approach.
+ Results driven, with a strong sense of ownership and accountability.
+ The ability to operate with urgency and dynamically prioritise work accordingly.
+ The ability to manage large workloads and tight deadlines.
+ A structured and logical approach to work and ability to demonstrate sound judgement.
+ Good problem solving skills.
+ A creative and innovative approach to work.
+ A calm approach, with the ability to perform well in a pressurised environment.
+ Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Overview of the Department/Section**
Within GCIB (Global Corporate & Investment Banking), ESFO (European Structured Finance Office) offers comprehensive advisory and debt arrangement for the non-recourse and limited recourse financing of long-term, capital intensive projects. Our specialist teams focus on a range of sectors, including power & renewables, infrastructure, natural resources and housing finance.
Within ESFO:
+ the Financial Advisory team (" **GCIB Financial Advisory** ") spans all sectors and aims to structure the most competitive and deliverable funding solution for our client base, evaluating all available funding sources in the market. These funding sources include commercial or multilateral banks, ECAs, institutional investors, private placements or public bond finance or a combination thereof. The team also provides credit ratings advisory services.
+ The Energy and Infrastructure teams have responsibility for the delivery and execution of the financing product in their respective sectors.
The JCIB (Japanese Corporate Investment Banking) Financial Advisory team will operate alongside the existing GCIB Financial Advisory team, with the same geographical and sector remit, delivering the advisory product specifically to projects where clients covered by JCIB have a controlling interest.
On projects jointly participated by clients covered by JCIB and GCIB, JCIB Financial Advisory and GCIB Financial Advisory teams will share responsibility.
**Main Purpose of the Role**
Playing a key role in further developing, growing and sustaining a market leading financial advisory business services across the Energy and Infrastructure sectors.
**Key Responsibilities**
**Bank**
+ To lead, and/or provide significant support in most aspects of the execution of advisory mandates, and contribute to advisory mandates, including: negotiation of the mandate letter, development of information memoranda, financial structuring and analysis, negotiations with funders, managing financial aspects of the due diligence process, development of key documentation and managing the overall funding process through to financial close.
+ Managing and developing client relationships with key clients and other related parties including lawyers, procuring authorities, banks and other financial institutions.
+ Managing and developing relationships with key internal stakeholders (including EBD, SFCO, MUS and SFD).
+ Assisting in devising, refining and implementing the financial advisory strategy.
+ Work with other MUFG teams to enhance the MUFG offering and client services.
+ Ratings Advisory support.
+ To play an active role in business development, with a view to growing the advisory pipeline, including: proactively identifying potential advisory opportunities, preparation and presentation of advisory proposals and materials and ongoing ad hoc client marketing.
+ Take an active role in the preparation of and participation in all assessments and authorisation activities including assisting in the presentation of the transaction through the various internal approval processes (including: BCRA, Business Screening and KYC).
+ Propose appropriate solutions to meet client needs in conjunction, where necessary, with other specialist functions of MUFG in order to deliver a tailored solution to client needs.
+ Ensure that business development, structuring and execution is market-leading, sound and appropriate.
+ Coordinating with international structured finance teams.
+ Prepare and present internal committee presentations/papers.
+ In general the role could require substantial overseas travel.
**Securities**
Through collaboration with MUS employees, facilitate the marketing and origination of transactions with your area of specialism in respect to the MUS product suite. The non-functional nature of this role means that you will not be able to transact (which means lead any structuring, credit, execution or commitment discussions) on behalf of any MUS legal entity; though through your role in Project Finance you will be able to share data and information, attend both internal and external meetings, offering up views and opinions. All recommendations and final decisions around structure, credit, pricing, execution and commitment must be made by a MUS employee or a functional dual-hat employee **.**
**Work Experience**
+ Experience from a structured finance advisory/product role preferred.
+ Experience gained from within a project finance bank, boutique or DCM team preferred.
+ Previous experience working in structured finance essential, some M&A and rating experience beneficial.
+ Pan EMEA experience of different financing documentation beneficial.
**Skills and Experience**
Functional / Technical Competencies:
+ Structured Finance understanding a requirement.
+ Ability to lead on all aspects as part of a wider advisory mandate with senior support on more complex aspects.
+ Familiar with different types of financing documentation e.g. CTAs.
+ Knowledge of credit, risk management, market and legal aspects of structured finance.
+ Multiproduct experiences: bank, public and private DCM.
+ Desirable to have a level of project finance modelling understanding.
+ Analytical skills including the ability to interrogate financial models.
+ Clear communication skills.
+ Sound IT knowledge and skills.
+ Quantitative / numerical skills.
+ Excellent interpersonal skills.
Education / Qualifications:
+ Degree Level and/or relevant industry expertise
Language Skills:
+ Fluent Japanese
**Personal Requirements**
+ Excellent attention to detail and accuracy.
+ A proactive, motivated approach.
+ Results driven, with a strong sense of ownership and accountability.
+ The ability to operate with urgency and dynamically prioritise work accordingly.
+ The ability to manage large workloads and tight deadlines.
+ A structured and logical approach to work and ability to demonstrate sound judgement.
+ Good problem solving skills.
+ A creative and innovative approach to work.
+ A calm approach, with the ability to perform well in a pressurised environment.
+ Team player.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
This advertiser has chosen not to accept applicants from your region.
2
Financial Reporting Advisory Director
RG1 Earley, South East
BDO
Posted 3 days ago
Job Viewed
Job Description
Ideas | People | Trust
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them
Please click on the apply button to read the full job description
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them
Please click on the apply button to read the full job description
This advertiser has chosen not to accept applicants from your region.
3
Financial Reporting Advisory Director
Reading, South East
BDO
Posted 13 days ago
Job Viewed
Job Description
Ideas | People | Trust
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
This advertiser has chosen not to accept applicants from your region.
4
Financial Markets Advisory Vice President / Associate
London, London
BlackRock
Posted 1 day ago
Job Viewed
Job Description
**About this role**
**About this role**
BlackRock's Financial Markets Advisory (FMA) team delivers strategic advice and execution support to public and private sector clients across capital markets, portfolio management, and data & analytics. Our clients include official sector and financial institution clients globally, including banks, central banks, asset owners and insurance companies.
We support them on their most critical and complex financial issues - including setting up sovereign investment funds, addressing capital markets topics, analysing, optimising and unwinding complex asset portfolios, and designing innovative financing solutions to support the economy.
Unique among financial markets advisory firms, we leverage BlackRock's sophisticated capital markets, data & analytics and technology capabilities, to provide impact-oriented advisory services.
Since our founding, we have completed assignments for more than 300+ clients in 40 countries. Our professionals work out of multiple regions - with offices in New York, London, Paris, Milan, Frankfurt, Budapest, Riyadh, Abu Dhabi, Mumbai, Gurgaon and Hong Kong. This global footprint allows us to serve clients in all locations and respond to their needs as they arise.
We are looking to recruit professionals at Associate- and Vice President-level to join the team in our London and Abu Dhabi offices.
**In this role you will partner with:**
+ External: you will engage with and advise private and public sector financial institutions, asset owners, as well as governments and central banks
+ Internal: you will leverage BlackRock's unparalleled capabilities across Capital Markets, Aladdin, Portfolio Advisory and Research functions
**Key responsibilities:**
+ Lead project activities, independently or with support of junior team members
+ Lead engagement design and planning, defining deliverables and content, and developing timelines
+ Lead or support day-to-day interactions with clients, including executive-level stakeholders
+ Develop subject matter expertise across capital markets topics, and provide client-specific actionable advice
+ Conduct or oversee research and quantitative analysis, resulting into high-quality reports and presentations that inform strategic decision-making
+ Uphold BlackRock's fiduciary culture and commitment to excellence
+ Work collaboratively in large, multi-disciplinary project teams
+ Actively contribute to business development, working alongside senior team leaders to conceive, develop, and market innovative solutions for new and existing clients
+ Mentor junior staff and provide guidance on project work
**Key skills and qualifications:**
+ Minimum of 3-7 years of strong experience in financial markets, investment banking, private markets investing, or top-tier management consulting
+ Self-determined drive to obtain superior results for clients
+ Excellent problem-solving and analytical skills and ability to learn new content quickly
+ Strong verbal and written communication, including the ability to synthesise complex ideas into clear messages
+ Superior organisational skills with the ability to perform under pressure and tight deadlines in a fast-paced, high-intensity environment
+ Genuine passion for the financial sector, especially with a focus on capital markets
+ Preferred:
+ Expertise in areas such as financial product structuring, secondaries, asset-backed finance, digital assets, infrastructure, financial modelling and data analysis
+ Fluency in Arabic (for roles in Abu Dhabi)
**Your learning & development will include:**
+ Gain and deepen subject matter expertise in capital markets, private markets, infrastructure and digital assets, facing innovative and complex challenges and evolving market trends
+ Build project management and leadership skills through hand-on execution
+ Strengthen client management and commercial skills through business development exposure during client meetings and project execution
**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 @blackrock ( | Twitter: @blackrock ( | LinkedIn: 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.
**About this role**
BlackRock's Financial Markets Advisory (FMA) team delivers strategic advice and execution support to public and private sector clients across capital markets, portfolio management, and data & analytics. Our clients include official sector and financial institution clients globally, including banks, central banks, asset owners and insurance companies.
We support them on their most critical and complex financial issues - including setting up sovereign investment funds, addressing capital markets topics, analysing, optimising and unwinding complex asset portfolios, and designing innovative financing solutions to support the economy.
Unique among financial markets advisory firms, we leverage BlackRock's sophisticated capital markets, data & analytics and technology capabilities, to provide impact-oriented advisory services.
Since our founding, we have completed assignments for more than 300+ clients in 40 countries. Our professionals work out of multiple regions - with offices in New York, London, Paris, Milan, Frankfurt, Budapest, Riyadh, Abu Dhabi, Mumbai, Gurgaon and Hong Kong. This global footprint allows us to serve clients in all locations and respond to their needs as they arise.
We are looking to recruit professionals at Associate- and Vice President-level to join the team in our London and Abu Dhabi offices.
**In this role you will partner with:**
+ External: you will engage with and advise private and public sector financial institutions, asset owners, as well as governments and central banks
+ Internal: you will leverage BlackRock's unparalleled capabilities across Capital Markets, Aladdin, Portfolio Advisory and Research functions
**Key responsibilities:**
+ Lead project activities, independently or with support of junior team members
+ Lead engagement design and planning, defining deliverables and content, and developing timelines
+ Lead or support day-to-day interactions with clients, including executive-level stakeholders
+ Develop subject matter expertise across capital markets topics, and provide client-specific actionable advice
+ Conduct or oversee research and quantitative analysis, resulting into high-quality reports and presentations that inform strategic decision-making
+ Uphold BlackRock's fiduciary culture and commitment to excellence
+ Work collaboratively in large, multi-disciplinary project teams
+ Actively contribute to business development, working alongside senior team leaders to conceive, develop, and market innovative solutions for new and existing clients
+ Mentor junior staff and provide guidance on project work
**Key skills and qualifications:**
+ Minimum of 3-7 years of strong experience in financial markets, investment banking, private markets investing, or top-tier management consulting
+ Self-determined drive to obtain superior results for clients
+ Excellent problem-solving and analytical skills and ability to learn new content quickly
+ Strong verbal and written communication, including the ability to synthesise complex ideas into clear messages
+ Superior organisational skills with the ability to perform under pressure and tight deadlines in a fast-paced, high-intensity environment
+ Genuine passion for the financial sector, especially with a focus on capital markets
+ Preferred:
+ Expertise in areas such as financial product structuring, secondaries, asset-backed finance, digital assets, infrastructure, financial modelling and data analysis
+ Fluency in Arabic (for roles in Abu Dhabi)
**Your learning & development will include:**
+ Gain and deepen subject matter expertise in capital markets, private markets, infrastructure and digital assets, facing innovative and complex challenges and evolving market trends
+ Build project management and leadership skills through hand-on execution
+ Strengthen client management and commercial skills through business development exposure during client meetings and project execution
**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 @blackrock ( | Twitter: @blackrock ( | LinkedIn: 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.
This advertiser has chosen not to accept applicants from your region.
5
Associate Principal, Financial Institutions Consulting
London, London
IQVIA
Posted today
Job Viewed
Job Description
**Overview**
IQVIA ( is the world's leading company providing information, technology, and services for virtually every type of stakeholder in healthcare. It is our sole focus on life sciences, deep expertise in key commercial and technical areas, unique access to proprietary data, and in-market presence around the world that allows us to achieve our mission of making a positive long-term impact on healthcare.
IQVIA's Financial Institutions Consulting (FIC) team advises investors (e.g. private equity, venture capital, hedge funds, etc) on biopharma and life sciences investments, including commercial due diligence, asset and target screening, portfolio company growth strategy and exit/divestment strategy.
Successful candidates will have the opportunity to engage with clients on high-profile investment decisions across a variety of industry-shaping transaction situations, business models and strategic issues. We operate in a multi-cultural, collaborative and fast-paced work environment, that is rich in development and growth.
**Role & Responsibilities**
As an Associate Principal at IQVIA, you will be responsible for managing or leading multiple M&A, commercial due diligence and investment-related consulting projects and ensuring on-time and on-budget delivery for clients in the pharmaceutical or related industries by:
+ Leveraging business and transaction advisory experience and methodological expertise to support with preparing proposals and delivering projects to address client questions, primarily in the areas of due diligence (buy- and sell-side),asset/portfolio/companyvaluation, asset screening and growth strategy
+ Managing multiple project teams including both internal and external resources, in the design, development and delivery of client deliverables
+ Providing high level input to, and ensures the development of, client reports and presentations and delivery of all or significant portions of findings to client
+ Serving as key point of contact with client, with a view to providing advice, ensuring project satisfaction and supporting building client relationships and accounts
+ Supporting overall FIC team and broader consulting initiatives to elevate our capabilities, including (but not limited to) the development of intellectual property, marketing materials, training, recruitment and go-to-market approach
+ Developing and/or elevating new business opportunities through the identification of follow-on work and new leads.
+ Support development of IQVIA's engagement with financial investors across areas within and outside of consulting services
+ Serving as a coach to 3-4 staff
**About You**
Candidates interested in joining our Consulting Services Group as an Associate Principal should have:
+ 7-10 years professional experience in consulting, corporate development, or within a financial institution (e.g. private equity, venture capital) with a focus on M&A / commercial due diligence within the pharmaceutical and/or healthcare sector
+ Minimum of 4-5 years project management experience focused on engagements related to transactions / external investments (due diligence, valuation, asset identification, growth strategy, forecasting), including capabilities to manage large and/or multiple projects while balancing priorities while maintaining high quality delivery
+ Evidence of career progression in consulting and/or transaction advisory roles
+ Experience working in sizable/ multi-disciplined teams and leading staff
+ Demonstrable analytical, interpretative and problem-solving skills
+ Knowledge of consulting methodologies, tools and techniques
+ Strong quantitative skillset and comfortable interpreting financial results / P&Ls, with ability to translate data analysis and qualitative insights into strategic implications for senior investors
+ Well-developed written and verbal communication skills including presentations, chairing meetings, workshop facilitation, business and report writing
+ Knowledge of key issues and current developments in the pharmaceutical and healthcare industries
+ Experience in developing credible relationships with senior executives in thepharmaceutical/healthcareindustry and with financial investors
+ Ability to contribute to business development through the identification of leads, development of proposals etc.
In addition to the skills and experience above an Associate Principal should have:
+ Bachelor's degree or equivalent. MBA not required but a plus
+ A track record of leadership and people development
+ Fluency in English (spoken and written)
+ A willingness and ability to travel
+ Right to live and work in the recruiting country
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
IQVIA ( is the world's leading company providing information, technology, and services for virtually every type of stakeholder in healthcare. It is our sole focus on life sciences, deep expertise in key commercial and technical areas, unique access to proprietary data, and in-market presence around the world that allows us to achieve our mission of making a positive long-term impact on healthcare.
IQVIA's Financial Institutions Consulting (FIC) team advises investors (e.g. private equity, venture capital, hedge funds, etc) on biopharma and life sciences investments, including commercial due diligence, asset and target screening, portfolio company growth strategy and exit/divestment strategy.
Successful candidates will have the opportunity to engage with clients on high-profile investment decisions across a variety of industry-shaping transaction situations, business models and strategic issues. We operate in a multi-cultural, collaborative and fast-paced work environment, that is rich in development and growth.
**Role & Responsibilities**
As an Associate Principal at IQVIA, you will be responsible for managing or leading multiple M&A, commercial due diligence and investment-related consulting projects and ensuring on-time and on-budget delivery for clients in the pharmaceutical or related industries by:
+ Leveraging business and transaction advisory experience and methodological expertise to support with preparing proposals and delivering projects to address client questions, primarily in the areas of due diligence (buy- and sell-side),asset/portfolio/companyvaluation, asset screening and growth strategy
+ Managing multiple project teams including both internal and external resources, in the design, development and delivery of client deliverables
+ Providing high level input to, and ensures the development of, client reports and presentations and delivery of all or significant portions of findings to client
+ Serving as key point of contact with client, with a view to providing advice, ensuring project satisfaction and supporting building client relationships and accounts
+ Supporting overall FIC team and broader consulting initiatives to elevate our capabilities, including (but not limited to) the development of intellectual property, marketing materials, training, recruitment and go-to-market approach
+ Developing and/or elevating new business opportunities through the identification of follow-on work and new leads.
+ Support development of IQVIA's engagement with financial investors across areas within and outside of consulting services
+ Serving as a coach to 3-4 staff
**About You**
Candidates interested in joining our Consulting Services Group as an Associate Principal should have:
+ 7-10 years professional experience in consulting, corporate development, or within a financial institution (e.g. private equity, venture capital) with a focus on M&A / commercial due diligence within the pharmaceutical and/or healthcare sector
+ Minimum of 4-5 years project management experience focused on engagements related to transactions / external investments (due diligence, valuation, asset identification, growth strategy, forecasting), including capabilities to manage large and/or multiple projects while balancing priorities while maintaining high quality delivery
+ Evidence of career progression in consulting and/or transaction advisory roles
+ Experience working in sizable/ multi-disciplined teams and leading staff
+ Demonstrable analytical, interpretative and problem-solving skills
+ Knowledge of consulting methodologies, tools and techniques
+ Strong quantitative skillset and comfortable interpreting financial results / P&Ls, with ability to translate data analysis and qualitative insights into strategic implications for senior investors
+ Well-developed written and verbal communication skills including presentations, chairing meetings, workshop facilitation, business and report writing
+ Knowledge of key issues and current developments in the pharmaceutical and healthcare industries
+ Experience in developing credible relationships with senior executives in thepharmaceutical/healthcareindustry and with financial investors
+ Ability to contribute to business development through the identification of leads, development of proposals etc.
In addition to the skills and experience above an Associate Principal should have:
+ Bachelor's degree or equivalent. MBA not required but a plus
+ A track record of leadership and people development
+ Fluency in English (spoken and written)
+ A willingness and ability to travel
+ Right to live and work in the recruiting country
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
This advertiser has chosen not to accept applicants from your region.
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6
Principal/Sr Principal, Financial Investors Consulting
London, London
IQVIA
Posted 14 days ago
Job Viewed
Job Description
Role: Principal/Sr Principal, Financial Investors Consulting
Location: London, UK
Global FIC group is a recently formed team that focuses on partnering with financial investors (e.g., private equity, venture capital, hedge funds) to support their investment decisions in healthcare/life sciences companies and offer them value-creation partnerships that maximize their ROI and generate significant business pull-through for IQVIA. As such, FIC team engages with healthcare/life sciences investors globally to support them by providing strategy, due diligence, company screening, carve-outs, divestments and also portfolio company value creation.
As a Principal within Consulting Services, you will take on a variety of roles that focus primarily within the following core areas: client/project leadership, business development, and firm/operational leadership roles. The main focus of an FIC principal is to deliver outstanding client service, while building trusted relationships with new and existing clients that enhance the Consulting Services brand. The principal's success will be measured by the ability to take on larger and more complex projects, while opening up new business relationships to the firm. You will work directly with clients to develop business opportunities and deliver projects ensuring that delivery results are at high levels of client satisfaction.
**Responsibilities**
- Develop and deliver insightful, value-added strategies that address complex client issues.
- Create and elevate new business opportunities through the identification of value-added follow-on work and identify new revenue opportunities with existing and new client organisations.
- Act as principal owner of client engagements; ultimate responsibility for client satisfaction and delivering high levels of quality/added value.
- Provide follow-up with clients after project deliverables have been completed to ensure client satisfaction.
- Allocate direction, advice, and intellectual leadership to clients and delivery teams.
- Provide high level input and ensure development of client reports and presentations.
- Ability to deliver all or significant portions of findings to clients.
- Lead thought leadership and firm building initiatives.
- Remain current on industry, clients, and competitive trends and directions in order to anticipate and identify new business challenges and issues with assigned clients.
- Contribute to the enhanced awareness of Consulting Services in the marketplace, e.g. through speaking engagements, client meetings, and publications.
- Participate in annual performance review team processes.
- Engage in recruitment and selection of new staff.
- Mentor, coach, and share subject matter expertise with others to help develop individuals and capabilities delivering world-class solutions for clients.
**Skills & Experience**
The successful candidate will have a track record of success across the majority of the following competencies:
- **Private Equity Client Relationship Management and Delivery** - Principal owner of client engagements with financial investors in healthcare/life sciences (e.g. Private Equity, VCs, Hedge Funds), focused on client satisfaction and outstanding client deliverables. Extensive network within the Private Equity and VC community. Proven capability to identify new revenue opportunities with existing clients.
- **Team Development/Management** - Proven skills in identifying, recruiting, mentoring/coaching, and retaining top talent for CONSULTING SERVICES practice teams.
- **Business Development** - Proven success selling complex strategy and operations engagements to the top Private Equity and VC firms. Actively participate in proposal development and ongoing pre-sales meetings with potential new client organizations. Deep experience in selling life sciences due diligence, valuation and strategy work.
- **Pharmaceutical and Life Sciences Strategy Experience** - Ability to speak in detail with Boards, CEOs, COOs, and CFOs about commercial strategy services/solutions, commercial and technical due diligence and transaction advisory, specifically in the life sciences industry segment, in a meaningful manner with depth of content knowledge.
- **Senior Level Solution Selling** - Proven ability to build relationships, identify client pain points, and develop custom solutions at the CEO/COO/CFO level (ideally providing comprehensive and authoritative knowledge in strategy, due diligence and transaction advisory solutions demonstrated through speaking, writing, and general eminence).
- **International Experience and US Private Equity/VC Network** - Has the experience to craft client strategies that are specific with regard to international geography.
- **Communications/Executive Presence** - Expresses ideas in a clear and concise manner; tailors message to target audience with the gravitas to build relationships to sell services and recruit practitioners.
- **Industry and Investment Trends** - Maintains a constant focus on industry, client and competitive trends in the life sciences industry. Applies this knowledge to both active client engagements and business/client development activities. Has a good grasp of recent trends in M&A, divestments, carve outs and other life-sciences transactions.
- **Working knowledge of Financial Statements & Corporate Finance** - Has a good understanding of P&L, Balance Sheet and Cash Flow management. Ability to engage with senior stakeholders in a firm (Boards, CEOs, CFOs) to discuss financial value creation opportunities.
- **Analytical Problem-Solving** - Applies an analytical approach to solving problems and reaching logical conclusions. Gathers information from a variety of sources and quickly gains an understanding of it. Works effectively with complicated, conflicting or ambiguous information, and looks beyond the surface of issues to identify their underlying patterns and causes.
- **Clear Oral Communication** - Ability to speak clearly and fluently. Demonstrates a logical, structured approach, adapts to the needs of the situation and the nature of the audience; confirms the audience has understood the message. Beyond presenting clearly, this competency is also concerned with ensuring strong two-way communication.
- **Clear Written Communication** - Ability to write clearly and succinctly. Adapts style and content; meets demands of the situation and audience. Communicates clearly and effectively uses well-structured, logical arguments and avoids unnecessary technical or complex language.
- **Commercial Awareness** - Considers flow of money and resources through an organization, and the need to get maximum value at each stage. Seeks to achieve commercial objectives, such as profitability, so the business can be as competitive and successful as possible.
- **Cooperative Teamwork** - Builds supportive relationships within a team, based on trust and respect. Requires listening to others, adapts to other people's different work styles and focuses on shared goals. Willing to challenge others and accepts challenges as a way of getting the best results for the team.
- **Coping with Pressure** - A positive attitude in stressful situations or following failures. Ability to manage one's own emotions, willing to take on challenging tasks, and energy to remain focused on those tasks when presented with obstacles.
- **Customer Focus** - Develops strong, lasting relationships with clients. Possesses desire to understand and satisfy customers' needs and exceed expectations whenever possible. Concern with clients inside or outside the organization; internal customers may be other departments or individuals from the same organization.
- **Decision-Making** - Makes clear, appropriate decisions. Performs with incomplete or ambiguous information, and while under time pressure. Resilience in making unpopular decisions when necessary, and taking responsibility for outcomes and impacts of those decisions.
- **Flexibility** - Responds well to change. Positive attitude toward change and a readiness to adapt when presented with new information, new situations or shifting priorities.
- **Influencing** - Balances the need to shape outcomes in short term while maintaining successful long-term relationships. Knows how to motivate and inspire to achieve a common goal, and demonstrates key strategic negotiation tactics. Uses personal and professional contacts to influence people across teams or organizations.
- **Initiative** - Constantly looks for things to do. Self-confident and proactive; generates activity for themselves rather than waiting for instruction. Prepared to take risks if potential benefit in results.
- **Innovation** - Turns creative ideas into original solutions. Produces new or different approaches in current situations and enables creativity in others. Involved in generating ideas and seeing them through to implementation.
- **Management of Others** - Enables others to perform. Sets a clear direction and delegates fairly and appropriately allowing direct reports the means to achieve their goals. Looks for opportunities to develop individuals by encouraging them to take on greater responsibility and make decisions for themselves.
- **Planning and Organizing** - Establishes and prioritizes tasks and objectives in order to manage time and resources appropriately. Sets deadlines based on the time required, and on how each part of the plan affects others. Prepares backup plans in case the situation changes.
- **Strategic Vision** - Creates a clear view of the future of the business. Considers the long-term goals of the organization and defines the strategy to achieve this. Takes into account the current environment in which the business operates and anticipates future changes or challenges for the organization.
- **Technological Orientation** - Shows comfort and aptitude using technology in order to reach goals more efficiently, and to a higher standard of quality. Welcomes advancements in technology and is willing to understand and implement them. Uses technology appropriately and helps others to appreciate and understand the benefits of using technology.
**Benefits**
We work hard to prioritise the things that matter most to you. Visit our benefits page ( for information on everything from perks to well-being initiatives and career enhancement.
#CONAJD
#LI-KS2
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
Location: London, UK
Global FIC group is a recently formed team that focuses on partnering with financial investors (e.g., private equity, venture capital, hedge funds) to support their investment decisions in healthcare/life sciences companies and offer them value-creation partnerships that maximize their ROI and generate significant business pull-through for IQVIA. As such, FIC team engages with healthcare/life sciences investors globally to support them by providing strategy, due diligence, company screening, carve-outs, divestments and also portfolio company value creation.
As a Principal within Consulting Services, you will take on a variety of roles that focus primarily within the following core areas: client/project leadership, business development, and firm/operational leadership roles. The main focus of an FIC principal is to deliver outstanding client service, while building trusted relationships with new and existing clients that enhance the Consulting Services brand. The principal's success will be measured by the ability to take on larger and more complex projects, while opening up new business relationships to the firm. You will work directly with clients to develop business opportunities and deliver projects ensuring that delivery results are at high levels of client satisfaction.
**Responsibilities**
- Develop and deliver insightful, value-added strategies that address complex client issues.
- Create and elevate new business opportunities through the identification of value-added follow-on work and identify new revenue opportunities with existing and new client organisations.
- Act as principal owner of client engagements; ultimate responsibility for client satisfaction and delivering high levels of quality/added value.
- Provide follow-up with clients after project deliverables have been completed to ensure client satisfaction.
- Allocate direction, advice, and intellectual leadership to clients and delivery teams.
- Provide high level input and ensure development of client reports and presentations.
- Ability to deliver all or significant portions of findings to clients.
- Lead thought leadership and firm building initiatives.
- Remain current on industry, clients, and competitive trends and directions in order to anticipate and identify new business challenges and issues with assigned clients.
- Contribute to the enhanced awareness of Consulting Services in the marketplace, e.g. through speaking engagements, client meetings, and publications.
- Participate in annual performance review team processes.
- Engage in recruitment and selection of new staff.
- Mentor, coach, and share subject matter expertise with others to help develop individuals and capabilities delivering world-class solutions for clients.
**Skills & Experience**
The successful candidate will have a track record of success across the majority of the following competencies:
- **Private Equity Client Relationship Management and Delivery** - Principal owner of client engagements with financial investors in healthcare/life sciences (e.g. Private Equity, VCs, Hedge Funds), focused on client satisfaction and outstanding client deliverables. Extensive network within the Private Equity and VC community. Proven capability to identify new revenue opportunities with existing clients.
- **Team Development/Management** - Proven skills in identifying, recruiting, mentoring/coaching, and retaining top talent for CONSULTING SERVICES practice teams.
- **Business Development** - Proven success selling complex strategy and operations engagements to the top Private Equity and VC firms. Actively participate in proposal development and ongoing pre-sales meetings with potential new client organizations. Deep experience in selling life sciences due diligence, valuation and strategy work.
- **Pharmaceutical and Life Sciences Strategy Experience** - Ability to speak in detail with Boards, CEOs, COOs, and CFOs about commercial strategy services/solutions, commercial and technical due diligence and transaction advisory, specifically in the life sciences industry segment, in a meaningful manner with depth of content knowledge.
- **Senior Level Solution Selling** - Proven ability to build relationships, identify client pain points, and develop custom solutions at the CEO/COO/CFO level (ideally providing comprehensive and authoritative knowledge in strategy, due diligence and transaction advisory solutions demonstrated through speaking, writing, and general eminence).
- **International Experience and US Private Equity/VC Network** - Has the experience to craft client strategies that are specific with regard to international geography.
- **Communications/Executive Presence** - Expresses ideas in a clear and concise manner; tailors message to target audience with the gravitas to build relationships to sell services and recruit practitioners.
- **Industry and Investment Trends** - Maintains a constant focus on industry, client and competitive trends in the life sciences industry. Applies this knowledge to both active client engagements and business/client development activities. Has a good grasp of recent trends in M&A, divestments, carve outs and other life-sciences transactions.
- **Working knowledge of Financial Statements & Corporate Finance** - Has a good understanding of P&L, Balance Sheet and Cash Flow management. Ability to engage with senior stakeholders in a firm (Boards, CEOs, CFOs) to discuss financial value creation opportunities.
- **Analytical Problem-Solving** - Applies an analytical approach to solving problems and reaching logical conclusions. Gathers information from a variety of sources and quickly gains an understanding of it. Works effectively with complicated, conflicting or ambiguous information, and looks beyond the surface of issues to identify their underlying patterns and causes.
- **Clear Oral Communication** - Ability to speak clearly and fluently. Demonstrates a logical, structured approach, adapts to the needs of the situation and the nature of the audience; confirms the audience has understood the message. Beyond presenting clearly, this competency is also concerned with ensuring strong two-way communication.
- **Clear Written Communication** - Ability to write clearly and succinctly. Adapts style and content; meets demands of the situation and audience. Communicates clearly and effectively uses well-structured, logical arguments and avoids unnecessary technical or complex language.
- **Commercial Awareness** - Considers flow of money and resources through an organization, and the need to get maximum value at each stage. Seeks to achieve commercial objectives, such as profitability, so the business can be as competitive and successful as possible.
- **Cooperative Teamwork** - Builds supportive relationships within a team, based on trust and respect. Requires listening to others, adapts to other people's different work styles and focuses on shared goals. Willing to challenge others and accepts challenges as a way of getting the best results for the team.
- **Coping with Pressure** - A positive attitude in stressful situations or following failures. Ability to manage one's own emotions, willing to take on challenging tasks, and energy to remain focused on those tasks when presented with obstacles.
- **Customer Focus** - Develops strong, lasting relationships with clients. Possesses desire to understand and satisfy customers' needs and exceed expectations whenever possible. Concern with clients inside or outside the organization; internal customers may be other departments or individuals from the same organization.
- **Decision-Making** - Makes clear, appropriate decisions. Performs with incomplete or ambiguous information, and while under time pressure. Resilience in making unpopular decisions when necessary, and taking responsibility for outcomes and impacts of those decisions.
- **Flexibility** - Responds well to change. Positive attitude toward change and a readiness to adapt when presented with new information, new situations or shifting priorities.
- **Influencing** - Balances the need to shape outcomes in short term while maintaining successful long-term relationships. Knows how to motivate and inspire to achieve a common goal, and demonstrates key strategic negotiation tactics. Uses personal and professional contacts to influence people across teams or organizations.
- **Initiative** - Constantly looks for things to do. Self-confident and proactive; generates activity for themselves rather than waiting for instruction. Prepared to take risks if potential benefit in results.
- **Innovation** - Turns creative ideas into original solutions. Produces new or different approaches in current situations and enables creativity in others. Involved in generating ideas and seeing them through to implementation.
- **Management of Others** - Enables others to perform. Sets a clear direction and delegates fairly and appropriately allowing direct reports the means to achieve their goals. Looks for opportunities to develop individuals by encouraging them to take on greater responsibility and make decisions for themselves.
- **Planning and Organizing** - Establishes and prioritizes tasks and objectives in order to manage time and resources appropriately. Sets deadlines based on the time required, and on how each part of the plan affects others. Prepares backup plans in case the situation changes.
- **Strategic Vision** - Creates a clear view of the future of the business. Considers the long-term goals of the organization and defines the strategy to achieve this. Takes into account the current environment in which the business operates and anticipates future changes or challenges for the organization.
- **Technological Orientation** - Shows comfort and aptitude using technology in order to reach goals more efficiently, and to a higher standard of quality. Welcomes advancements in technology and is willing to understand and implement them. Uses technology appropriately and helps others to appreciate and understand the benefits of using technology.
**Benefits**
We work hard to prioritise the things that matter most to you. Visit our benefits page ( for information on everything from perks to well-being initiatives and career enhancement.
#CONAJD
#LI-KS2
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
This advertiser has chosen not to accept applicants from your region.
7
Wealth Management Administrator
Ipswich, Eastern
ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Posted 1 day ago
Job Viewed
Job Description
We are looking for an experienced IFA Administrator to join our clients Wealth Management Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).
This position will be office based in Ipswich.
Key Responsibilities:
· Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
· Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.
· Complete meeting prep for all client review meetings.
· Gather information for Advisers ahead of Review Meetings
· Set up ongoing advice packs and send them to clients post-meeting.
· Sending meeting confirmations for all meetings.
· Chasing Advisers to type up meeting notes
· Update the CRM System and complete any actions from meetings.
· Completing client review documents.
· Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.
· General administration, post and printing.
· Answer telephone calls
· Deal with clients' queries.
· Stock order and property check
· Calling new clients to welcome them to the firm
· Book client review meetings and send Zoom invites
· Set up presentation packs.
· Order and post Investor magazine
· Order monthly Online Wealth Account for specified clients
· Client withdrawals
· Register of Death
· Change of details
· Supporting with event planning and coordination
· Writing Suitability letters
· Completing Fund switches
· Complete Business Submissions
· Stock transfers
· Create clients on the system and update client CRM system
· Process deed of assignment
· Chasing pipeline business and updating the Advisers in the weekly meeting, including calling clients when funds have been received.
· Meet and greet all the clients for their appointments, make sure and ensure they have a car parking space in advance
· Support with other roles when needed.
Experience and Qualifications:
- Previous experience within a Financial Planning role
- Must have a can do attitude
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent communication skills
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and Multi task
- Able to work additional hours when required
This advertiser has chosen not to accept applicants from your region.
8
Wealth Management Administrator
Woking, South East
Burgh Recruitment Limited
Posted today
Job Viewed
Job Description
Wealth Management Administrator
Location - Woking
Salary - £27,000 - £35,000 depending on experience
Hours - Full-time / In Office
We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.
Through a carefully structured process, we help clien.
WHJS1_UKTJ
This advertiser has chosen not to accept applicants from your region.
9