75 Investment Strategy jobs in the United Kingdom
Quantitative Analyst, Index Investment Strategy
London, London
S&P Global
Posted today
Job Viewed
Job Description
**About the Role:**
**Grade Level (for internal use):**
09
We are seeking applicants for the role of **Analyst** in the **Index Investment Strategy** team in the office of S&P Dow Jones Indices (S&P DJI).
Bring your creativity and curiosity to a fast-paced team at the center of global financial markets.
Reporting to a Senior Director, you will collaborate with an international team to design, develop and promote thought leadership designed to enhance S&P DJI's revenues, relationships, and reputation. Your insightful and analytical contributions will help grow interest in a market-leading range of indices, including world-famous benchmarks like the S&P 500® and the VIX®, as well as a truly global product range covering all major asset classes and indicators, as well as innovative new market segments. You will also have the chance to support S&P DJI's market leading SPIVA® research.
You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.
**Activities** span the development and delivery actionable insights across a range of formats. You will:
+ contribute new ideas and conduct original research
+ create and maintain important analytic and reporting tools
+ support regular financial market commentary and analysis
+ in time, learn how to publish and present your own work in public forums
**Responsibilities** include:
+ executing on relevant research topics in global financial markets
+ helping produce and maintain a range of performance dashboards
+ answering one-off requests from clients and management
+ contribute to producing content for public dissemination and distribution
Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London, Hong Kong and New York.
**What we are looking for:**
+ Understanding of financial markets
+ Collaborative, creative, and curious approach
+ Excellence in written and oral communication
+ Excellent analytical and quantitative capabilities (Proficiency with MS Office is a must, programming language experience is a plus)
+ Interest in the global markets and investing landscape
+ A postgraduate qualification or prior experience in financial services are a plus
+ Experience with multimedia production (web/video/socials) is a plus
The Index Investment Strategy Team's mission is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices through actionable insights. We provide research and commentary across our full range of indices and data sets, covering a wide range of topics including but not limited to: the active-passive debate, ETF and index fund trends, factor indices, sustainability and energy transition indices, risk and volatility, and index dynamics. Our thought leadership promotes index-based investing, trading, and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional Tier I (EEO Job Group)
**Job ID:** 317362
**Posted On:** 2025-06-27
**Location:** London, United Kingdom
**Grade Level (for internal use):**
09
We are seeking applicants for the role of **Analyst** in the **Index Investment Strategy** team in the office of S&P Dow Jones Indices (S&P DJI).
Bring your creativity and curiosity to a fast-paced team at the center of global financial markets.
Reporting to a Senior Director, you will collaborate with an international team to design, develop and promote thought leadership designed to enhance S&P DJI's revenues, relationships, and reputation. Your insightful and analytical contributions will help grow interest in a market-leading range of indices, including world-famous benchmarks like the S&P 500® and the VIX®, as well as a truly global product range covering all major asset classes and indicators, as well as innovative new market segments. You will also have the chance to support S&P DJI's market leading SPIVA® research.
You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.
**Activities** span the development and delivery actionable insights across a range of formats. You will:
+ contribute new ideas and conduct original research
+ create and maintain important analytic and reporting tools
+ support regular financial market commentary and analysis
+ in time, learn how to publish and present your own work in public forums
**Responsibilities** include:
+ executing on relevant research topics in global financial markets
+ helping produce and maintain a range of performance dashboards
+ answering one-off requests from clients and management
+ contribute to producing content for public dissemination and distribution
Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London, Hong Kong and New York.
**What we are looking for:**
+ Understanding of financial markets
+ Collaborative, creative, and curious approach
+ Excellence in written and oral communication
+ Excellent analytical and quantitative capabilities (Proficiency with MS Office is a must, programming language experience is a plus)
+ Interest in the global markets and investing landscape
+ A postgraduate qualification or prior experience in financial services are a plus
+ Experience with multimedia production (web/video/socials) is a plus
The Index Investment Strategy Team's mission is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices through actionable insights. We provide research and commentary across our full range of indices and data sets, covering a wide range of topics including but not limited to: the active-passive debate, ETF and index fund trends, factor indices, sustainability and energy transition indices, risk and volatility, and index dynamics. Our thought leadership promotes index-based investing, trading, and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional Tier I (EEO Job Group)
**Job ID:** 317362
**Posted On:** 2025-06-27
**Location:** London, United Kingdom
This advertiser has chosen not to accept applicants from your region.
0
Quantitative Associate, Index Investment Strategy
London, London
S&P Global
Posted today
Job Viewed
Job Description
**About the Role:**
**Grade Level (for internal use):**
10
Job Title: Quantitative Associate, Index Investment Strategy
We are seeking applicants for the role of **Quantitative Associate, Index Investment Strategy** , to be based in the London office of S&P Dow Jones Indices as part of a global team with the mandate to create and promote research, commentary and analysis improving understanding, awareness, and appreciation of the role of indices within investing, trading, and benchmarking.
You will:
+ Play a critical role in the development and operation of S&P DJI's flagship investment research and commentary, developing a wide-ranging set of skills to produce written, visual and multimedia content for clients and broader stakeholders.
+ Produce content analyzing index and market dynamics on a regular schedule
+ Seek ways to enrich and extend our client's understanding of relative performance and index design.
+ Create opportunities to author and present new research to internal and external audiences.
+ Have the chance to work on the firm's most important and visible research franchises, including our renowned SPIVA® series of actively managed fund Scorecards.
You work on a wide range of investment topics, calibrated for a wide range of sophistication levels, from the basic case for passive investing to the effective use of factor, derivative-based and thematic indices in a multi-asset portfolio context.
Your contributions will help grow interest in a market-leading range of indices, including world-famous benchmarks and brands such as the S&P 500®, iBoxx®, and VIX®, as well as a truly global range covering all major asset classes and indicators with clients ranging among the world's leading asset managers, exchanges and banks.
The Index Investment Strategy Team's mission is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices. We provide research and commentary across the full range of indices, with particular focus on the active-passive debate, factor indices, and index dynamics. Our thought leadership promotes index-based investing, trading and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.
**Activities** span the development and delivery of actionable insights across a range of formats. You will:
+ use a scientific approach to analyze market, investment, and index trends
+ support the creation and maintenance of analytic and reporting tools
+ help create written, graphic and multimedia content
+ help produce original research papers
+ produce regular market commentary and analysis
+ learn how to present your work
**Responsibilitie** s include:
+ executing on relevant research topics
+ helping produce and maintain a range of regular dashboards
+ answering one-off requests from clients and management
+ support producing content for public dissemination and distribution
**Qualifications** that will help you succeed include:
+ Collaborative, creative, and curious approach
+ Excellence in written, oral and visual (graphic) communication
+ Experience with PYTHON coding language
+ A postgraduate qualification and client facing experience
+ 2+ years of experience in financial services
**Return to Work:**
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning)
**Job ID:** 316127
**Posted On:** 2025-06-30
**Location:** London, United Kingdom
**Grade Level (for internal use):**
10
Job Title: Quantitative Associate, Index Investment Strategy
We are seeking applicants for the role of **Quantitative Associate, Index Investment Strategy** , to be based in the London office of S&P Dow Jones Indices as part of a global team with the mandate to create and promote research, commentary and analysis improving understanding, awareness, and appreciation of the role of indices within investing, trading, and benchmarking.
You will:
+ Play a critical role in the development and operation of S&P DJI's flagship investment research and commentary, developing a wide-ranging set of skills to produce written, visual and multimedia content for clients and broader stakeholders.
+ Produce content analyzing index and market dynamics on a regular schedule
+ Seek ways to enrich and extend our client's understanding of relative performance and index design.
+ Create opportunities to author and present new research to internal and external audiences.
+ Have the chance to work on the firm's most important and visible research franchises, including our renowned SPIVA® series of actively managed fund Scorecards.
You work on a wide range of investment topics, calibrated for a wide range of sophistication levels, from the basic case for passive investing to the effective use of factor, derivative-based and thematic indices in a multi-asset portfolio context.
Your contributions will help grow interest in a market-leading range of indices, including world-famous benchmarks and brands such as the S&P 500®, iBoxx®, and VIX®, as well as a truly global range covering all major asset classes and indicators with clients ranging among the world's leading asset managers, exchanges and banks.
The Index Investment Strategy Team's mission is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices. We provide research and commentary across the full range of indices, with particular focus on the active-passive debate, factor indices, and index dynamics. Our thought leadership promotes index-based investing, trading and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.
**Activities** span the development and delivery of actionable insights across a range of formats. You will:
+ use a scientific approach to analyze market, investment, and index trends
+ support the creation and maintenance of analytic and reporting tools
+ help create written, graphic and multimedia content
+ help produce original research papers
+ produce regular market commentary and analysis
+ learn how to present your work
**Responsibilitie** s include:
+ executing on relevant research topics
+ helping produce and maintain a range of regular dashboards
+ answering one-off requests from clients and management
+ support producing content for public dissemination and distribution
**Qualifications** that will help you succeed include:
+ Collaborative, creative, and curious approach
+ Excellence in written, oral and visual (graphic) communication
+ Experience with PYTHON coding language
+ A postgraduate qualification and client facing experience
+ 2+ years of experience in financial services
**Return to Work:**
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), RESECH202.1 - Middle Professional Tier I (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning)
**Job ID:** 316127
**Posted On:** 2025-06-30
**Location:** London, United Kingdom
This advertiser has chosen not to accept applicants from your region.
1
Manager - ICS Acquisition Investment Strategy
London, London
American Express
Posted today
Job Viewed
Job Description
**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Acquisition & Customer Marketing (ACM) team within the International Card Services Centre of Excellence (CoE) drives market success across a portfolio of 23 international markets. The way we acquire, onboard, and grow engagement with our prospects and cardmembers across ICS is more important than ever to continue to enable the strong trajectory of ICS and growth contribution to American Express.
**How will you make an impact in this role?**
The role of Manager - ICS Acquisition Investment Strategy will report into Director - ICS Investment Optimization Strategy. This role will be responsible for overseeing and re-imagining our acquisition investment engine, optimizing for efficiency and ROI. The scope of this role includes supporting on defining a strategy and roadmap to enhance our Investment Optimization (I/O) ecosystem in close partnership with Finance, Risk, Analytics and our Market partners. In addition, this person will lead performance insights for regular leadership updates and have a pulse on the latest acquisition performance trends, performance drivers and big bets.
+ Lead relationships with international market partners to develop performance commentary and insights, crafting stories to support understanding of ICS performance drivers.
+ Support regular IO planning processes and senior leadership updates, through analysis and insights reviews with market partners and finance
+ Identify and evaluate unfunded opportunities to drive ICS towards its long-term acquisition goals
+ Act as subject matter expert to support IO process improvements, collaborating between markets and finance to support strategy and roadmap to drive better investment decisions in the near and long term
+ Evaluate ongoing performance of existing investments, generate market/channel/product level insights, and surface trade-offs that challenge the status quo
+ Develop a robust communications plan between market acquisition teams, Finance, and other key partners to ensure transparency and clarity.
**Minimum Qualifications:**
+ Strategic problem solver who can synthesize complex dynamics, isolate key questions, and structure work to propose solutions for key business challenges.
+ Demonstrated financial savvy with the ability to interpret complex data and drive strategic decisions.
+ Proven ability to build strong relationships, influence senior leaders and stakeholders, collaborate across a cross-functional team, and build followership
+ Impactful and efficient communicator with ability to simplify complex messages into clear and actionable recommendations and confidently deliver to executive level audiences
+ Strong work ethic with comfort working in a dynamic, collaborative, fast-paced, global team
+ Strong grasp of Card issuing P&L levers and business dynamics
+ Proficiency in excel with a strong ability to create impactful data-driven presentations.
**Qualifications**
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ Support for financial-well-being and retirement
+ Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ Generous paid parental leave policies (depending on your location)
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
**Job:** Marketing
**Primary Location:** United Kingdom-London-London
**Schedule** Full-time
**Req ID:** 25012256
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Acquisition & Customer Marketing (ACM) team within the International Card Services Centre of Excellence (CoE) drives market success across a portfolio of 23 international markets. The way we acquire, onboard, and grow engagement with our prospects and cardmembers across ICS is more important than ever to continue to enable the strong trajectory of ICS and growth contribution to American Express.
**How will you make an impact in this role?**
The role of Manager - ICS Acquisition Investment Strategy will report into Director - ICS Investment Optimization Strategy. This role will be responsible for overseeing and re-imagining our acquisition investment engine, optimizing for efficiency and ROI. The scope of this role includes supporting on defining a strategy and roadmap to enhance our Investment Optimization (I/O) ecosystem in close partnership with Finance, Risk, Analytics and our Market partners. In addition, this person will lead performance insights for regular leadership updates and have a pulse on the latest acquisition performance trends, performance drivers and big bets.
+ Lead relationships with international market partners to develop performance commentary and insights, crafting stories to support understanding of ICS performance drivers.
+ Support regular IO planning processes and senior leadership updates, through analysis and insights reviews with market partners and finance
+ Identify and evaluate unfunded opportunities to drive ICS towards its long-term acquisition goals
+ Act as subject matter expert to support IO process improvements, collaborating between markets and finance to support strategy and roadmap to drive better investment decisions in the near and long term
+ Evaluate ongoing performance of existing investments, generate market/channel/product level insights, and surface trade-offs that challenge the status quo
+ Develop a robust communications plan between market acquisition teams, Finance, and other key partners to ensure transparency and clarity.
**Minimum Qualifications:**
+ Strategic problem solver who can synthesize complex dynamics, isolate key questions, and structure work to propose solutions for key business challenges.
+ Demonstrated financial savvy with the ability to interpret complex data and drive strategic decisions.
+ Proven ability to build strong relationships, influence senior leaders and stakeholders, collaborate across a cross-functional team, and build followership
+ Impactful and efficient communicator with ability to simplify complex messages into clear and actionable recommendations and confidently deliver to executive level audiences
+ Strong work ethic with comfort working in a dynamic, collaborative, fast-paced, global team
+ Strong grasp of Card issuing P&L levers and business dynamics
+ Proficiency in excel with a strong ability to create impactful data-driven presentations.
**Qualifications**
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ Support for financial-well-being and retirement
+ Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ Generous paid parental leave policies (depending on your location)
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
**Job:** Marketing
**Primary Location:** United Kingdom-London-London
**Schedule** Full-time
**Req ID:** 25012256
This advertiser has chosen not to accept applicants from your region.
2
Property Portfolio Management
London, London
Pearson
Posted today
Job Viewed
Job Description
**Property Portfolio Manager**
**London (Hybrid)**
**Workplace Services Team**
Pearson's Workplace team are responsible for ensuring that our real estate portfolio and associated services are effectively managed to enable our people to do their best work in healthy and productive environments.
The Portfolio Manager is a critical member of the central Workplace team ensuring Pearson professionally and efficiently manage real estate acquisitions and disposals in collaboration with our third-party brokers and regional Workplace colleagues.
The Portfolio Manager is responsible for identifying and driving value through the design and implementation of real estate asset strategies across the portfolio (approx. 80 buildings globally). The wider portfolio currently comprises c.1,000 leasehold and freehold assets (including corporate offices, warehouses, schools, testing centres, and other real estate assets that support the business), located in c.70 countries across the Americas, EMEA, India, China, and APAC. The primary scope of the role is oversight of the corporate portfolio, but advisory and support is also expected in relation to Pearson's direct delivery/retail business.
**Principal Accountabilities**
The Portfolio Manager will work with Pearson's third-party brokers, regional Workplace colleagues and enabling functions (including finance, legal, risk, and sustainability) to monitor, track and manage real estate acquisitions and disposals in line with our strategy.
The Transactions Portfolio Manager's role will cover:
+ Transaction Management. The Portfolio Manager shall be accountable for ensuring that the commercials agreements and legal documents associated with transactions are appropriately reviewed (by internal and external key stakeholders) and negotiated, working with the real estate legal lead to ensure documents are approved, and stored correctly.
+ Business Case Development. The Portfolio Manager shall be responsible for overseeing all business cases supporting acquisitions and disposals, working closely with finance and regional Workplace leads.
+ Broker Engagement. The Portfolio Manager shall be accountable for managing the relationship with our real estate brokers working with regional colleagues to ensure that we maximise value for the organisation. The Transactions Portfolio Manager shall be accountable for ensuring that Pearson maximises the value from its associated spend.
+ Portfolio Benchmarking. Understand performance of the property portfolio, maintaining up-to-date knowledge of key trends and international market drivers.
+ Processes & Ways of Working. The Portfolio Manager shall be responsible for defining standards, templates and processes to support real estate portfolio management ensuring that business cases and associated documentation is standardised across the function.
+ Governance. The Portfolio Manager will be accountable for ensuring the 3 rd party TM and brokers are fully compliant with the MSA and that all fees, rebates, etc are correctly administered and accounted for. In addition, and working with the central team, the Portfolio Manager will establish appropriate QBR's and meetings to regularly review the performance of the contract and undertake KPI scoring etc.
+ Market Assessments. In conjunction with Pearson's brokers the Portfolio Manager shall be accountable for ensuring that market options and location strategy are considered in a timely manner to inform business cases and that the relevant stakeholders (including health and safety, risk and legal) are brought in to assure such decisions.
+ Mergers & Acquisitions. The Portfolio Manager shall support corporate acquisition and divestment activity to ensure a thorough understanding of the strategy for any real estate assets associated with any such transaction.
**Qualifications & Experience**
+ Minimum 5 years directly relevant experience in equivalent roles
+ Bachelor's degree or equivalent
+ Relevant professional real estate qualification e.g. MRICS favoured
+ Highly analytical with strong financial modelling skills incl DCF, NPV analysis, asset valuation principles and knowledge of accounting for leases
+ Active interest in and knowledge of current trends and conditions in the global real estate markets
+ Highly organised with experience of managing and prioritising a diverse portfolio
+ Strong communication and relationship building skills with the ability to effectively influence at all levels - both internally and externally
+ Evidence of managing global suppliers and driving performance
+ Strong financial, contractual and operational acumen
+ Excellent written and oral presentation skills including proficiency in relevant PC skills (Microsoft Office, Excel, Project Management tools etc)
+ Proactive, outcome focused and accountable
1176172
**Job:** Operations
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:**
**Req ID:** 20284
**London (Hybrid)**
**Workplace Services Team**
Pearson's Workplace team are responsible for ensuring that our real estate portfolio and associated services are effectively managed to enable our people to do their best work in healthy and productive environments.
The Portfolio Manager is a critical member of the central Workplace team ensuring Pearson professionally and efficiently manage real estate acquisitions and disposals in collaboration with our third-party brokers and regional Workplace colleagues.
The Portfolio Manager is responsible for identifying and driving value through the design and implementation of real estate asset strategies across the portfolio (approx. 80 buildings globally). The wider portfolio currently comprises c.1,000 leasehold and freehold assets (including corporate offices, warehouses, schools, testing centres, and other real estate assets that support the business), located in c.70 countries across the Americas, EMEA, India, China, and APAC. The primary scope of the role is oversight of the corporate portfolio, but advisory and support is also expected in relation to Pearson's direct delivery/retail business.
**Principal Accountabilities**
The Portfolio Manager will work with Pearson's third-party brokers, regional Workplace colleagues and enabling functions (including finance, legal, risk, and sustainability) to monitor, track and manage real estate acquisitions and disposals in line with our strategy.
The Transactions Portfolio Manager's role will cover:
+ Transaction Management. The Portfolio Manager shall be accountable for ensuring that the commercials agreements and legal documents associated with transactions are appropriately reviewed (by internal and external key stakeholders) and negotiated, working with the real estate legal lead to ensure documents are approved, and stored correctly.
+ Business Case Development. The Portfolio Manager shall be responsible for overseeing all business cases supporting acquisitions and disposals, working closely with finance and regional Workplace leads.
+ Broker Engagement. The Portfolio Manager shall be accountable for managing the relationship with our real estate brokers working with regional colleagues to ensure that we maximise value for the organisation. The Transactions Portfolio Manager shall be accountable for ensuring that Pearson maximises the value from its associated spend.
+ Portfolio Benchmarking. Understand performance of the property portfolio, maintaining up-to-date knowledge of key trends and international market drivers.
+ Processes & Ways of Working. The Portfolio Manager shall be responsible for defining standards, templates and processes to support real estate portfolio management ensuring that business cases and associated documentation is standardised across the function.
+ Governance. The Portfolio Manager will be accountable for ensuring the 3 rd party TM and brokers are fully compliant with the MSA and that all fees, rebates, etc are correctly administered and accounted for. In addition, and working with the central team, the Portfolio Manager will establish appropriate QBR's and meetings to regularly review the performance of the contract and undertake KPI scoring etc.
+ Market Assessments. In conjunction with Pearson's brokers the Portfolio Manager shall be accountable for ensuring that market options and location strategy are considered in a timely manner to inform business cases and that the relevant stakeholders (including health and safety, risk and legal) are brought in to assure such decisions.
+ Mergers & Acquisitions. The Portfolio Manager shall support corporate acquisition and divestment activity to ensure a thorough understanding of the strategy for any real estate assets associated with any such transaction.
**Qualifications & Experience**
+ Minimum 5 years directly relevant experience in equivalent roles
+ Bachelor's degree or equivalent
+ Relevant professional real estate qualification e.g. MRICS favoured
+ Highly analytical with strong financial modelling skills incl DCF, NPV analysis, asset valuation principles and knowledge of accounting for leases
+ Active interest in and knowledge of current trends and conditions in the global real estate markets
+ Highly organised with experience of managing and prioritising a diverse portfolio
+ Strong communication and relationship building skills with the ability to effectively influence at all levels - both internally and externally
+ Evidence of managing global suppliers and driving performance
+ Strong financial, contractual and operational acumen
+ Excellent written and oral presentation skills including proficiency in relevant PC skills (Microsoft Office, Excel, Project Management tools etc)
+ Proactive, outcome focused and accountable
1176172
**Job:** Operations
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:**
**Req ID:** 20284
This advertiser has chosen not to accept applicants from your region.
3
Software Engineer - Portfolio Management - Edinburgh
Edinburgh, Scotland
Avaloq
Posted 8 days ago
Job Viewed
Job Description
Software Engineer - Portfolio Management - Edinburgh Company Description
A bit about us
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.
We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.
As a member of the Avaloq development team, you will be part of a group of highly skilled, motivated and dynamic people that are responsible for a central part of the Avaloq Banking Suite. You will design, implement, maintain and test innovative software solutions to meet the client's needs. You will be working in an environment where formal and on-the-job training is a priority, and you will learn a lot. The Avaloq Banking Suite is one of the largest PL/SQL applications in the world. It is safe to say that your co-workers are among, if not the most knowledgeable Oracle specialists in the world. Development takes place in our integrated development environment - a customized Eclipse platform, which is tightly integrated with a build automation and delivery system, allowing a standardized and automated process to be followed.
This position is open for mid to senior-level developers for the Portfolio Management and Rebalancing Team. Your role will be to handle maintenance and new developments for existing clients but also new one’s. Potentially participating in the implementation of new projects
Your key tasks:
- Develop and implement new features based on internal and external requirements
- Understand the Avaloq Core Banking Platform and the corresponding business areas
- Perform maintenance work such as: root cause analysis, bug fixing, code optimizations
- Provide technical assistance for customers or business analysts
- Robust proven track record of working within a similar role ideally within banking or fintech.
- Well-honed PL/SQL or similar development skills
- Openness to new learnings, must be willing to undergo trainings to become Avaloq Certified Customization Professional (ACCP)
It would be a real bonus if you have:
- Candidate must have Associate/ Bachelor's Degree in Computer Science, Engineering or equivalent
- Additional programming languages
We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.
In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.
We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.
Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.
This advertiser has chosen not to accept applicants from your region.
4
AVP - Structured Finance Portfolio Management
London, London
Michael Page
Posted 10 days ago
Job Viewed
Job Description
AVP - Structured Finance Portfolio Management
Assisting Relationship managers with new lending execution and credit, ongoing Portfolio monitoring for the Structured Finance (PF/Acquisition) lending portfolio.
Client Details
City of London based Global Corporate Bank
Description
AVP - Structured Finance Portfolio Management
Assisting Relationship Managers with credit proposals and handling tasks across the transaction lifecycle, including due diligence, credit rating assessments, KYC processing, documentation, and internal system entries.
Monitoring ongoing performance of loans in the structured finance book. This involves tracking project milestones, conducting quarterly and annual reviews, covenant checks, processing waiver requests, and managing post-disbursement obligations.
Supporting the bank in managing a diverse and evolving portfolio that includes project finance, M&A transactions, structured finance, and real asset-backed lending. This includes coordination with risk, legal, compliance, operations, and other relevant teams for pre- and post-funding processes.
Staying informed of market developments in global business, with particular focus on the UK and international infrastructure and M&A sectors.
Profile
Financial Services
At least 3 years of relevant experience in banking or a related industry.
Solid knowledge of infrastructure, project finance, M&A, and real estate markets, with specific familiarity in sectors such as energy, property, oil & gas, and renewables (open to candidates with more general Corporate Banking experience)
Strong grasp of complex financing structures and familiarity with loan documentation.
Technically proficient with strong computer and analytical skills.
Job Offer
AVP - Structured Finance Portfolio Management
Leading International Corporate and Investment Bank with vast client base
High deal flow, growing team with excellent progression
This advertiser has chosen not to accept applicants from your region.
5
AVP - Structured Finance Portfolio Management
Michael Page
Posted 26 days ago
Job Viewed
Job Description
AVP - Structured Finance Portfolio Management
Assisting Relationship managers with new lending execution and credit, ongoing Portfolio monitoring for the Structured Finance (PF/Acquisition) lending portfolio.
Client Details
City of London based Global Corporate Bank
Description
AVP - Structured Finance Portfolio Management
Assisting Relationship Managers with credit proposals and handling tasks across the transaction lifecycle, including due diligence, credit rating assessments, KYC processing, documentation, and internal system entries.
Monitoring ongoing performance of loans in the structured finance book. This involves tracking project milestones, conducting quarterly and annual reviews, covenant checks, processing waiver requests, and managing post-disbursement obligations.
Supporting the bank in managing a diverse and evolving portfolio that includes project finance, M&A transactions, structured finance, and real asset-backed lending. This includes coordination with risk, legal, compliance, operations, and other relevant teams for pre- and post-funding processes.
Staying informed of market developments in global business, with particular focus on the UK and international infrastructure and M&A sectors.
Profile
Financial Services
At least 3 years of relevant experience in banking or a related industry.
Solid knowledge of infrastructure, project finance, M&A, and real estate markets, with specific familiarity in sectors such as energy, property, oil & gas, and renewables (open to candidates with more general Corporate Banking experience)
Strong grasp of complex financing structures and familiarity with loan documentation.
Technically proficient with strong computer and analytical skills.
Job Offer
AVP - Structured Finance Portfolio Management
Leading International Corporate and Investment Bank with vast client base
High deal flow, growing team with excellent progression
This advertiser has chosen not to accept applicants from your region.
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6
Transformation Management Office - Portfolio Management Lead
London, London
McDonald's
Posted today
Job Viewed
Job Description
Company Description:
About Us
McDonald's has run its business in the UK since 1974 and currently operates over 1500 restaurants across the UK and Ireland, serving almost four million customers each day. McDonald's is one of the UK's largest private sector employers, employing over 170,000 people.
Hybrid Working
This role is based in our East Finchley office working 3 days in the office and 2 days remotely
Job Description:
The Opportunity
We are excited to appoint a Transformation Management Office (TMO) Portfolio Management Lead for UK & Ireland to manage a portfolio of programs and projects for the market, coordinating and streamlining immediate activities and acting as a governance body overseeing the overarching Transformation plan.
You will be 100% dedicated to portfolio management efforts related to Enterprise Transformation and will work across functions, programs, projects and initiatives to plan and govern an integrated management approach. This will include providing strategic alignment, execution excellence and management of all transformation programmes being delivered within the UK&I market.
This individual will develop and uphold programme and project management governance standards and processes as defined by the Global and UK&I Transformation Management Offices. This role aims to ensure the alignment of market transformation with enterprise goals and priorities, solving and advocating for market-specific nuances and challenges (e.g., capacity / resourcing). The role will also drive transformation in connection with other local priorities, projects and business-as-usual activities.
What will my accountabilities be?
+ Leads the Portfolio team: Manages the team and produces regular updates on the progress of defined KPIs to ensure it is on track.
+ Market Alignment:
+ + Coordinate market transformation across business functions to ensure alignment and delivery of the Accelerating the Arches vision across the three strategic advantages - Consumer, Restaurant, Company.
+ Collaborate closely with the Transformation Director UKI and Global Enterprise Transformation Office to seamlessly integrate and execute programs, such as GBS, ArchOS, MCX, etc. in market.
+ Integrated Market Roadmap:
+ Build and maintain the UK&I Transformation Plan - a forward-looking prioritised list of projects to be delivered over the next 3 years.
+ Drive the integration of the market roadmap with broader functional teams (e.g. Technology, National Operations) and ongoing change control in alignment with governance and process.
+ Governance & Oversight:
+ Management of all in-flight programs and projects in accordance with the Transformation plan across all functional areas, including:
+
+ + Work with Head of Project Delivery to triage and escalate risks and proactively resolve issues;
+ Continuously evaluate and refine the Transformation roadmap, adapting plans to accommodate changing priorities, resources, or external factors;
+ Manage the Change Control Process ensuring that all changes go through the appropriate governance and sign-off depending on their size; and
+ Ensure that all Governance forums in the Enterprise Transformation Office structure are operating effectively.
+ Capacity Planning and Execution Management: Alongside the Head of Project Delivery, understand resource and skill needs of market personnel to support transformation initiatives. Support mobilisation of in-market teams for each initiative in partnership with global programs (part-time SMAs, full-time, backfills, etc.).
+ Cross-Functional Stakeholder Management and Escalation: Act as key liaison with various stakeholders, including Global, segment and market leadership to drive alignment. Escalate key issues and risks as needed. Partner with Change Management & Project Delivery teams to foster buy-in across teams and with 3rd parties (Suppliers, Franchisees) and effectively communicate progress and key changes throughout the transformation.
+ Ensure Maximum Return on Investment: Support the Transformation Office with ensuring that the projects being delivered within the UK&I Transformation portfolio represent the greatest return on investment for the organisation and the fullest alignment to the strategic drivers.
+ Integrated Dependency Management: Identify, track and resolve the top-level dependencies between all in-flight projects and programs. Facilitate horizontal coordination among market teams to promote a shared understanding of interdependencies.
+ Impactful & Value Adding Reporting: Produce high quality reporting information as input to key governance sessions. Ensures all reporting is accurate and value adding for senior stakeholders, with a focus on any action required or decisions that need to be made.
+ Provide outside-in perspectives on best practices: Provide regular outside-in perspectives on best practices and approaches to achieving successful business transformation through Portfolio Management and drive a spirit of continuous improvement.
What Team will I be a part of?
You will be part of the Strategy, Insights and Transformation team in the UK&I market and will work within the Transformation team, reporting directly to the Transformation Director. This teams connect people across our business to focus on delivering the right projects, in the best way, to achieve our business goals. It proactively and independently challenges and innovates, working diligently to improve the way we work and deliver change as a business. You will be required to work collaboratively with colleagues right across the business and with external partners to amplify the impact you can have. This is a truly exciting time to lead the Transformation team and collaborate across the business to influence the outcomes for change.
Who are my customers?
Given the central nature of the role, your 'customers' are wide and varied. With engagement and influencing being strengths, you will also have the emotional intelligence and flexibility in thinking and acting to engage with relevancy and authenticity at every level. Your key customers (not exclusive) include:
+ Transformation Management Office - retain alignment and report on delivery of the Accelerating the Arches vision.
+ UK&I Change Steering Group - use governance optimally to hold the business to account.
+ Project leads - advocate and demonstrate innovative and agile ways of executing change.
+ UK&I Communications team - ensure our strategic storytelling is simple, clear and consistent.
+ Franchisees - collaborate and value them as a business partner and change enabler.
+ Suppliers and partners - demonstrate our scale through smart partnering and resource sharing.
+ Restaurants - making sure that in whatever we do we stay grounded and keep it real.
Qualifications:
What background do I need to have?
What You Need To Succeed (minimum Qualifications)
Educations & Certifications:
+ Bachelor's degree in business management, or related field. Desirable: Master's degree education.
+ Project Mgmt. Professional (PMP®) Certified
Skills and Experience:
Project Management:
+ Managing and optimising program and project teams, and/or executing Change or Transformation projects for clients and business customers in relevant industries. This will include being able to effectively communicate complex project management processes in simple language as well as being able to win buy-in to the required changes
+ Designing and executing project plans & managing budgets
Alignment with Corporate Strategy:
+ Aligns with other PMO Leads and other project delivery stakeholders across the business to prioritise initiatives.
Stakeholder Management:
+ Ability to establish and maintain strong relationships while working in a matrixed environment across complex stakeholders and drive alignment to transformation.
+ Strong communication skills, both written and verbal, with the ability to make the complicated simple
Excellent Execution:
+ Monitors performance metrics and adjusts processes & priorities as needed.
+ Drives continuous improvement and best practices.
Personal Qualities:
+ Resilient and adaptable, able to work in ambiguous situations
+ Collaborative and customer-driven approach
+ Adept at role modelling new behaviours, mindsets and ways of working
+ Willingness and ability to live the McDonald's values every day: Serve, Inclusion, Integrity, Community, and Family.
Additional Information:
Company Vision and Culture
Our Global vision is to build a better McDonald's and in the UK and Ireland we are working hard to be the UK & Irelands best-loved restaurant company.
McDonald's is defined by its culture. Our culture shapes and informs everything we think and everything we do. Our culture influences the way we interact with each other, and how we interact with customers, franchisees and suppliers. Our culture motivates and inspires us to attract and retain great talent, creating positive, energising, exceptional working environment for us all.
Our values drive our culture and shape our beliefs, our priorities and our actions. They influence the decisions we make, how we treat one another and how we show up as a brand to the world.
Serve: We put our customers and our people first
Inclusion: We open our doors to everyone
Integrity: We do the right thing
Community: We are good neighbours
Family: We get better together
At McDonald's we are People from all Walks of Life.
People are at the heart of everything we do, and they make the McDonald's experience. We embrace diversity and are committed to creating an inclusive culture that means people can be their best authentic self in our restaurants and offices, which helps us to better serve our customers. We have a strong heritage of diversity and representation within our communities, which we are proud of. The diversity of our people, customers, Franchisees and suppliers gives us strength.
We do not tolerate inequality, injustice or discrimination of any kind. These are hugely important issues and a brand with our reach and relevance means we have a very meaningful role to play.
We also recognise our responsibility as a large employer to continue being active in our communities, helping to develop skills and drive aspirations that will help people to be more aware of the world of work and more successful within it, whether with McDonald's or elsewhere."
#LI-Hybrid
Requsition ID: REF9168J_74400067410975
About Us
McDonald's has run its business in the UK since 1974 and currently operates over 1500 restaurants across the UK and Ireland, serving almost four million customers each day. McDonald's is one of the UK's largest private sector employers, employing over 170,000 people.
Hybrid Working
This role is based in our East Finchley office working 3 days in the office and 2 days remotely
Job Description:
The Opportunity
We are excited to appoint a Transformation Management Office (TMO) Portfolio Management Lead for UK & Ireland to manage a portfolio of programs and projects for the market, coordinating and streamlining immediate activities and acting as a governance body overseeing the overarching Transformation plan.
You will be 100% dedicated to portfolio management efforts related to Enterprise Transformation and will work across functions, programs, projects and initiatives to plan and govern an integrated management approach. This will include providing strategic alignment, execution excellence and management of all transformation programmes being delivered within the UK&I market.
This individual will develop and uphold programme and project management governance standards and processes as defined by the Global and UK&I Transformation Management Offices. This role aims to ensure the alignment of market transformation with enterprise goals and priorities, solving and advocating for market-specific nuances and challenges (e.g., capacity / resourcing). The role will also drive transformation in connection with other local priorities, projects and business-as-usual activities.
What will my accountabilities be?
+ Leads the Portfolio team: Manages the team and produces regular updates on the progress of defined KPIs to ensure it is on track.
+ Market Alignment:
+ + Coordinate market transformation across business functions to ensure alignment and delivery of the Accelerating the Arches vision across the three strategic advantages - Consumer, Restaurant, Company.
+ Collaborate closely with the Transformation Director UKI and Global Enterprise Transformation Office to seamlessly integrate and execute programs, such as GBS, ArchOS, MCX, etc. in market.
+ Integrated Market Roadmap:
+ Build and maintain the UK&I Transformation Plan - a forward-looking prioritised list of projects to be delivered over the next 3 years.
+ Drive the integration of the market roadmap with broader functional teams (e.g. Technology, National Operations) and ongoing change control in alignment with governance and process.
+ Governance & Oversight:
+ Management of all in-flight programs and projects in accordance with the Transformation plan across all functional areas, including:
+
+ + Work with Head of Project Delivery to triage and escalate risks and proactively resolve issues;
+ Continuously evaluate and refine the Transformation roadmap, adapting plans to accommodate changing priorities, resources, or external factors;
+ Manage the Change Control Process ensuring that all changes go through the appropriate governance and sign-off depending on their size; and
+ Ensure that all Governance forums in the Enterprise Transformation Office structure are operating effectively.
+ Capacity Planning and Execution Management: Alongside the Head of Project Delivery, understand resource and skill needs of market personnel to support transformation initiatives. Support mobilisation of in-market teams for each initiative in partnership with global programs (part-time SMAs, full-time, backfills, etc.).
+ Cross-Functional Stakeholder Management and Escalation: Act as key liaison with various stakeholders, including Global, segment and market leadership to drive alignment. Escalate key issues and risks as needed. Partner with Change Management & Project Delivery teams to foster buy-in across teams and with 3rd parties (Suppliers, Franchisees) and effectively communicate progress and key changes throughout the transformation.
+ Ensure Maximum Return on Investment: Support the Transformation Office with ensuring that the projects being delivered within the UK&I Transformation portfolio represent the greatest return on investment for the organisation and the fullest alignment to the strategic drivers.
+ Integrated Dependency Management: Identify, track and resolve the top-level dependencies between all in-flight projects and programs. Facilitate horizontal coordination among market teams to promote a shared understanding of interdependencies.
+ Impactful & Value Adding Reporting: Produce high quality reporting information as input to key governance sessions. Ensures all reporting is accurate and value adding for senior stakeholders, with a focus on any action required or decisions that need to be made.
+ Provide outside-in perspectives on best practices: Provide regular outside-in perspectives on best practices and approaches to achieving successful business transformation through Portfolio Management and drive a spirit of continuous improvement.
What Team will I be a part of?
You will be part of the Strategy, Insights and Transformation team in the UK&I market and will work within the Transformation team, reporting directly to the Transformation Director. This teams connect people across our business to focus on delivering the right projects, in the best way, to achieve our business goals. It proactively and independently challenges and innovates, working diligently to improve the way we work and deliver change as a business. You will be required to work collaboratively with colleagues right across the business and with external partners to amplify the impact you can have. This is a truly exciting time to lead the Transformation team and collaborate across the business to influence the outcomes for change.
Who are my customers?
Given the central nature of the role, your 'customers' are wide and varied. With engagement and influencing being strengths, you will also have the emotional intelligence and flexibility in thinking and acting to engage with relevancy and authenticity at every level. Your key customers (not exclusive) include:
+ Transformation Management Office - retain alignment and report on delivery of the Accelerating the Arches vision.
+ UK&I Change Steering Group - use governance optimally to hold the business to account.
+ Project leads - advocate and demonstrate innovative and agile ways of executing change.
+ UK&I Communications team - ensure our strategic storytelling is simple, clear and consistent.
+ Franchisees - collaborate and value them as a business partner and change enabler.
+ Suppliers and partners - demonstrate our scale through smart partnering and resource sharing.
+ Restaurants - making sure that in whatever we do we stay grounded and keep it real.
Qualifications:
What background do I need to have?
What You Need To Succeed (minimum Qualifications)
Educations & Certifications:
+ Bachelor's degree in business management, or related field. Desirable: Master's degree education.
+ Project Mgmt. Professional (PMP®) Certified
Skills and Experience:
Project Management:
+ Managing and optimising program and project teams, and/or executing Change or Transformation projects for clients and business customers in relevant industries. This will include being able to effectively communicate complex project management processes in simple language as well as being able to win buy-in to the required changes
+ Designing and executing project plans & managing budgets
Alignment with Corporate Strategy:
+ Aligns with other PMO Leads and other project delivery stakeholders across the business to prioritise initiatives.
Stakeholder Management:
+ Ability to establish and maintain strong relationships while working in a matrixed environment across complex stakeholders and drive alignment to transformation.
+ Strong communication skills, both written and verbal, with the ability to make the complicated simple
Excellent Execution:
+ Monitors performance metrics and adjusts processes & priorities as needed.
+ Drives continuous improvement and best practices.
Personal Qualities:
+ Resilient and adaptable, able to work in ambiguous situations
+ Collaborative and customer-driven approach
+ Adept at role modelling new behaviours, mindsets and ways of working
+ Willingness and ability to live the McDonald's values every day: Serve, Inclusion, Integrity, Community, and Family.
Additional Information:
Company Vision and Culture
Our Global vision is to build a better McDonald's and in the UK and Ireland we are working hard to be the UK & Irelands best-loved restaurant company.
McDonald's is defined by its culture. Our culture shapes and informs everything we think and everything we do. Our culture influences the way we interact with each other, and how we interact with customers, franchisees and suppliers. Our culture motivates and inspires us to attract and retain great talent, creating positive, energising, exceptional working environment for us all.
Our values drive our culture and shape our beliefs, our priorities and our actions. They influence the decisions we make, how we treat one another and how we show up as a brand to the world.
Serve: We put our customers and our people first
Inclusion: We open our doors to everyone
Integrity: We do the right thing
Community: We are good neighbours
Family: We get better together
At McDonald's we are People from all Walks of Life.
People are at the heart of everything we do, and they make the McDonald's experience. We embrace diversity and are committed to creating an inclusive culture that means people can be their best authentic self in our restaurants and offices, which helps us to better serve our customers. We have a strong heritage of diversity and representation within our communities, which we are proud of. The diversity of our people, customers, Franchisees and suppliers gives us strength.
We do not tolerate inequality, injustice or discrimination of any kind. These are hugely important issues and a brand with our reach and relevance means we have a very meaningful role to play.
We also recognise our responsibility as a large employer to continue being active in our communities, helping to develop skills and drive aspirations that will help people to be more aware of the world of work and more successful within it, whether with McDonald's or elsewhere."
#LI-Hybrid
Requsition ID: REF9168J_74400067410975
This advertiser has chosen not to accept applicants from your region.
7
Senior Project Manager, Practice Lead, Portfolio Management
London, London
NTT America, Inc.
Posted today
Job Viewed
Job Description
**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Additional Career Level Description:**
**Knowledge and application:**
+ Applies advanced wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in creative way; Directs the application of existing principles and guides development of new policies and ideas; Determines own methods and procedures on new assignments
**Problem solving:**
+ Understands and works on complex issues where analysis of situation or data requires an in-depth evaluation of variable factors, solutions may need to be devised from limited information; Exercises judgment in selecting methods, evaluating, adapting of complex techniques and evaluation criteria for obtaining results.
**Interaction:**
+ Frequently advises key people outside own area of expertise on complex matters, using persuasion in delivering messages .
**Impact:**
+ Develops and manages operational initiatives to deliver tactical results and achieve medium-term goals.
**Accountability:**
+ May be accountable through team for delivery of tactical business targets; Work is reviewed upon completion and is consistent with departmental objectives.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Additional Career Level Description:**
**Knowledge and application:**
+ Applies advanced wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in creative way; Directs the application of existing principles and guides development of new policies and ideas; Determines own methods and procedures on new assignments
**Problem solving:**
+ Understands and works on complex issues where analysis of situation or data requires an in-depth evaluation of variable factors, solutions may need to be devised from limited information; Exercises judgment in selecting methods, evaluating, adapting of complex techniques and evaluation criteria for obtaining results.
**Interaction:**
+ Frequently advises key people outside own area of expertise on complex matters, using persuasion in delivering messages .
**Impact:**
+ Develops and manages operational initiatives to deliver tactical results and achieve medium-term goals.
**Accountability:**
+ May be accountable through team for delivery of tactical business targets; Work is reviewed upon completion and is consistent with departmental objectives.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
This advertiser has chosen not to accept applicants from your region.
8
Associate - Portfolio Management, Real Estate Structured Finance
London, London
Bank of America
Posted today
Job Viewed
Job Description
Associate - Portfolio Management, Real Estate Structured Finance
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**Job Title: Portfolio Management**
**Corporate Title: Associate**
**Location: London**
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**The Team:**
+ EMEA Mortgages is part of Global Mortgages, itself a product within Global Markets. The Real Estate Structure Finance (RESF) team within EMEA Mortgages, while a "trading desk" is private side with a hybrid banking / Fixed Income Currency & Commodities (FICC) lens that is focused on originating and structuring loans backed by commercial real estate assets across a range of asset types. The team acts as principal in respect of these loans with a view to distributing risk in the securities and loan market
+ BofA's RESF team is a top-ranked real estate lending and securitisation platform. We have won numerous awards, including Global Capital's CRE and CMBS Bank of the Year multiple times, Real Estate Capital's "Bank Lender of the Year" as well as "Syndication House of the Year", IFR Awards "EMEA Structured Finance House of the Year" plus numerous single transaction awards
+ The EMEA Mortgages origination desk is complemented by (i) the EMEA mortgages analytics (ii) sales and (iii) secondary trading platforms (the last two being public side)
+ The origination strategy is focused on cross collaboration with Global Corporate & Investment Banking, targeting key global relationship clients of the Bank
**Role Description:**
We are looking for a junior Portfolio Manager to join our London based RESF team. Portfolio Management is an integral part of EMEA RESF and working alongside loan structures to provide a centralised management of the loan facilities originated by EMEA RESF. At closing, loans are generally placed on BofA's balance sheet and whether the loan is designated Held for Investment (HFI) or Held for Sales (HFS). The team is responsible for monitoring of the loan and collateral.
**Responsibilities:**
Closing/booking of the new transactions:
+ Various system inputs and filing of deal related legal documents
+ Working closely with Loan Operations Team, Treasury and Liquidity partners to ensure smooth funding of loan facilities
+ Acting as the key point of contact for clients and Anti-Money Laundering On-boarding Team for all KYC related matters
+ Drafting of the loan transfer documents
+ Booking of loan trades in the system and liaising with Facility Agents, counterparties and loan operations for successful settlement of the loan trades
+ Working closely with the deal team in respect of closing of CMBS issuances
+ Annual Liquidity Facility extensions
Loan Reporting and Monitoring:
+ Provide system inputs of the transactional level information which is used to assess the Portfolio.
+ Updating and monitoring internal systems for completeness of transaction information and borrower reporting
+ Preparation and distribution of Portfolio List Report, Monthly Exposure Report, Portfolio Credit Review information pack and other ad hoc portfolio reports and management presentations
**What we are looking for:**
+ Collaboration
+ Oral Communications
+ Presentation Skills
+ Relationship Building
+ Written Communications
+ Attention to Detail
+ Customer and Client Focus
+ Negotiation
+ Prioritization
+ Problem Solving
+ Integrity and strong work ethic
+ Ability to take ownership of tasks given
+ Good numeracy skills
+ Good working knowledge of Excel
+ Bachelor's Degree in related field or equivalent work experience
**Skills that will help:**
+ Stamina, drive and self-motivation
+ Previous loan documentation / commercial real estate experience is a plus
**Benefits of working at Bank of America:**
**UK**
At Bank of America, we strive to prioritise employees' health and wellbeing - it's what makes us a Great Place to Work.
Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
Access to an Employee Assistance Program for confidential support and help for everyday matters.
Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**Job Title: Portfolio Management**
**Corporate Title: Associate**
**Location: London**
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**The Team:**
+ EMEA Mortgages is part of Global Mortgages, itself a product within Global Markets. The Real Estate Structure Finance (RESF) team within EMEA Mortgages, while a "trading desk" is private side with a hybrid banking / Fixed Income Currency & Commodities (FICC) lens that is focused on originating and structuring loans backed by commercial real estate assets across a range of asset types. The team acts as principal in respect of these loans with a view to distributing risk in the securities and loan market
+ BofA's RESF team is a top-ranked real estate lending and securitisation platform. We have won numerous awards, including Global Capital's CRE and CMBS Bank of the Year multiple times, Real Estate Capital's "Bank Lender of the Year" as well as "Syndication House of the Year", IFR Awards "EMEA Structured Finance House of the Year" plus numerous single transaction awards
+ The EMEA Mortgages origination desk is complemented by (i) the EMEA mortgages analytics (ii) sales and (iii) secondary trading platforms (the last two being public side)
+ The origination strategy is focused on cross collaboration with Global Corporate & Investment Banking, targeting key global relationship clients of the Bank
**Role Description:**
We are looking for a junior Portfolio Manager to join our London based RESF team. Portfolio Management is an integral part of EMEA RESF and working alongside loan structures to provide a centralised management of the loan facilities originated by EMEA RESF. At closing, loans are generally placed on BofA's balance sheet and whether the loan is designated Held for Investment (HFI) or Held for Sales (HFS). The team is responsible for monitoring of the loan and collateral.
**Responsibilities:**
Closing/booking of the new transactions:
+ Various system inputs and filing of deal related legal documents
+ Working closely with Loan Operations Team, Treasury and Liquidity partners to ensure smooth funding of loan facilities
+ Acting as the key point of contact for clients and Anti-Money Laundering On-boarding Team for all KYC related matters
+ Drafting of the loan transfer documents
+ Booking of loan trades in the system and liaising with Facility Agents, counterparties and loan operations for successful settlement of the loan trades
+ Working closely with the deal team in respect of closing of CMBS issuances
+ Annual Liquidity Facility extensions
Loan Reporting and Monitoring:
+ Provide system inputs of the transactional level information which is used to assess the Portfolio.
+ Updating and monitoring internal systems for completeness of transaction information and borrower reporting
+ Preparation and distribution of Portfolio List Report, Monthly Exposure Report, Portfolio Credit Review information pack and other ad hoc portfolio reports and management presentations
**What we are looking for:**
+ Collaboration
+ Oral Communications
+ Presentation Skills
+ Relationship Building
+ Written Communications
+ Attention to Detail
+ Customer and Client Focus
+ Negotiation
+ Prioritization
+ Problem Solving
+ Integrity and strong work ethic
+ Ability to take ownership of tasks given
+ Good numeracy skills
+ Good working knowledge of Excel
+ Bachelor's Degree in related field or equivalent work experience
**Skills that will help:**
+ Stamina, drive and self-motivation
+ Previous loan documentation / commercial real estate experience is a plus
**Benefits of working at Bank of America:**
**UK**
At Bank of America, we strive to prioritise employees' health and wellbeing - it's what makes us a Great Place to Work.
Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
Access to an Employee Assistance Program for confidential support and help for everyday matters.
Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
This advertiser has chosen not to accept applicants from your region.
9