Explore opportunities in the dynamic world of investments. This sector offers diverse roles, from 367 Investments jobs in the United Kingdom
Treasury Manager, Investments
London, London
Palo Alto Networks
Posted 6 days ago
Job Viewed
Job Description
**Our Mission**
At Palo Alto Networks® everything starts and ends with our mission:
Being the cybersecurity partner of choice, protecting our digital way of life.
Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
**Who We Are**
We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.
As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!
At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision.
**Your Career**
Reporting to the Treasury Manager, Investments this role will be part of a world-class team helping drive results within the Corporate Treasury function. The Treasury team is responsible for investment oversight and risk management of Palo Alto Networks' multi-billion dollar cash investment portfolio. The portfolio is invested in high-quality fixed income securities including money market funds, commercial paper, U.S. government and agency securities, corporate debt securities, and asset-backed securities.
**Your Impact**
As Treasury Manager, Investments, the principal responsibility is to ensure investments adhere to policy targets and guidelines and achieve the corporate investment goals of capital preservation, liquidity, and income generation. The ideal candidate will make a meaningful impact by employing quantitative analysis and a multi-disciplinary skill set to optimize investment portfolio returns within the investment policy parameters. You will collaborate with a team of fixed income portfolio managers to develop and implement investment strategies for a short-duration fixed income portfolio. This includes building portfolio construction models and executing self-directed rebalancing of US Treasury and investment-grade credit portfolios.
A key aspect of this role is ensuring portfolio activities align with investment policy parameters and the portfolio benchmark, maintaining compliance with all investment policy requirements. You will need to understand how macroeconomic factors, corporate cash flow, yield objectives, accounting rules, and tax considerations influence investment decisions.
This role also requires strong collaboration with key business partners, including Accounting, FP&A, Legal, and Tax, on all investment -related matters. You will develop and maintain a network within the institutional investment community and with corporate cash peers to stay informed of current investment themes and best practices. Additionally, you will contribute to various ad-hoc investment and Treasury related projects.
**Your Experience**
+ 8+ years in corporate treasury or fixed income portfolio management and analysis, with trading experience being a plus. 6+ years of experience with an advanced degree.
+ Bachelor's Degree in Finance, Business Administration, Economics, or Accounting required; MBA or Masters preferred.
+ Chartered Financial Analyst (CFA) designation or progress toward completion is highly desired.
+ Strong understanding of fixed income and economic markets.
+ Ability to apply fixed income investing knowledge and a growth mindset to manage a global corporate cash portfolio.
+ Proficient in applying quantitative techniques to analyze portfolio risk and macroeconomic conditions.
+ Excellent ability to communicate complex ideas clearly and impactfully to influence investment decisions.
+ Possesses grit and thrives in a fast-paced, deadline-driven environment.
+ Proficient in Bloomberg and Google Suite applications
**The Team**
You have a passion for numbers, our organization has a passion for cybersecurity. You're looking for a career with a more fulfilling mission. We have open positions to top talent seeking a financial challenge. Our accounting department deals with numbers daily, supporting infrastructure, dealing in automation, building solutions and providing accurate, insightful financial information to empower our business lines. The ideal candidate has exceptional skills in accounting and analytics and an innovative mindset to approach finance problems differently. Our innovation doesn't stay in Research and Development. Within finance and accounting, we seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it.
**Our Commitment**
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
At Palo Alto Networks® everything starts and ends with our mission:
Being the cybersecurity partner of choice, protecting our digital way of life.
Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
**Who We Are**
We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.
As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!
At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision.
**Your Career**
Reporting to the Treasury Manager, Investments this role will be part of a world-class team helping drive results within the Corporate Treasury function. The Treasury team is responsible for investment oversight and risk management of Palo Alto Networks' multi-billion dollar cash investment portfolio. The portfolio is invested in high-quality fixed income securities including money market funds, commercial paper, U.S. government and agency securities, corporate debt securities, and asset-backed securities.
**Your Impact**
As Treasury Manager, Investments, the principal responsibility is to ensure investments adhere to policy targets and guidelines and achieve the corporate investment goals of capital preservation, liquidity, and income generation. The ideal candidate will make a meaningful impact by employing quantitative analysis and a multi-disciplinary skill set to optimize investment portfolio returns within the investment policy parameters. You will collaborate with a team of fixed income portfolio managers to develop and implement investment strategies for a short-duration fixed income portfolio. This includes building portfolio construction models and executing self-directed rebalancing of US Treasury and investment-grade credit portfolios.
A key aspect of this role is ensuring portfolio activities align with investment policy parameters and the portfolio benchmark, maintaining compliance with all investment policy requirements. You will need to understand how macroeconomic factors, corporate cash flow, yield objectives, accounting rules, and tax considerations influence investment decisions.
This role also requires strong collaboration with key business partners, including Accounting, FP&A, Legal, and Tax, on all investment -related matters. You will develop and maintain a network within the institutional investment community and with corporate cash peers to stay informed of current investment themes and best practices. Additionally, you will contribute to various ad-hoc investment and Treasury related projects.
**Your Experience**
+ 8+ years in corporate treasury or fixed income portfolio management and analysis, with trading experience being a plus. 6+ years of experience with an advanced degree.
+ Bachelor's Degree in Finance, Business Administration, Economics, or Accounting required; MBA or Masters preferred.
+ Chartered Financial Analyst (CFA) designation or progress toward completion is highly desired.
+ Strong understanding of fixed income and economic markets.
+ Ability to apply fixed income investing knowledge and a growth mindset to manage a global corporate cash portfolio.
+ Proficient in applying quantitative techniques to analyze portfolio risk and macroeconomic conditions.
+ Excellent ability to communicate complex ideas clearly and impactfully to influence investment decisions.
+ Possesses grit and thrives in a fast-paced, deadline-driven environment.
+ Proficient in Bloomberg and Google Suite applications
**The Team**
You have a passion for numbers, our organization has a passion for cybersecurity. You're looking for a career with a more fulfilling mission. We have open positions to top talent seeking a financial challenge. Our accounting department deals with numbers daily, supporting infrastructure, dealing in automation, building solutions and providing accurate, insightful financial information to empower our business lines. The ideal candidate has exceptional skills in accounting and analytics and an innovative mindset to approach finance problems differently. Our innovation doesn't stay in Research and Development. Within finance and accounting, we seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it.
**Our Commitment**
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
This advertiser has chosen not to accept applicants from your region.
0
Senior Compliance Consultant Investments
London, London
twenty84
Posted today
Job Viewed
Job Description
Senior Consultant – Investments Compliance Hybrid | London (2 days per week) A multi-award-winning consultancy is hiring a Senior Consultant to join its Investments Compliance team. The role supports clients across the investments and asset/wealth management financial services sectors – from start-ups to global players – and is recognised for delivering expert compliance solutions. Why consider this role? Career Growth: Build expertise across MiFID and AIFMD while working with senior compliance leaders. Variety: From FCA applications and client audits to M&A due diligence and regulatory projects. Impact: Take ownership of projects and help innovative firms stay compliant in a fast-changing market. Support & Perks: Collaborative team, competitive package, 25–30 days holiday, PMI, pension, gym contribution, and socials. What you’ll bring: Solid financial services compliance experience, ideally in investments/asset/wealth management. Consulting experience is desirable but not essential. Knowledge of FCA regulations (like MiFID, AIFMD, financial promotions). Regulation based professional qualification (e.g. CISI UK Regulations and Professional Indemnity or similar qualifications) not essential but would be an advantage. NB this is not a financial crime role. If you’re looking for a role where your expertise makes a direct impact while accelerating your career in investments regulation, this is a great next step. So, please apply here.
This advertiser has chosen not to accept applicants from your region.
1
Senior Compliance Consultant Investments
London, London
twenty84
Posted today
Job Viewed
Job Description
Senior Consultant – Investments Compliance Hybrid | London (2 days per week) A multi-award-winning consultancy is hiring a Senior Consultant to join its Investments Compliance team. The role supports clients across the investments and asset/wealth management financial services sectors – from start-ups to global players – and is recognised for delivering expert compliance solutions. Why consider this role? Career Growth: Build expertise across MiFID and AIFMD while working with senior compliance leaders. Variety: From FCA applications and client audits to M&A due diligence and regulatory projects. Impact: Take ownership of projects and help innovative firms stay compliant in a fast-changing market. Support & Perks: Collaborative team, competitive package, 25–30 days holiday, PMI, pension, gym contribution, and socials. What you’ll bring: Solid financial services compliance experience, ideally in investments/asset/wealth management. Consulting experience is desirable but not essential. Knowledge of FCA regulations (like MiFID, AIFMD, financial promotions). Regulation based professional qualification (e.g. CISI UK Regulations and Professional Indemnity or similar qualifications) not essential but would be an advantage. NB this is not a financial crime role. If you’re looking for a role where your expertise makes a direct impact while accelerating your career in investments regulation, this is a great next step. So, please apply here.
This advertiser has chosen not to accept applicants from your region.
2
Senior Compliance Consultant Investments
twenty84
Posted today
Job Viewed
Job Description
Senior Consultant – Investments Compliance
Hybrid | London (2+ days per week)
A multi-award-winning consultancy is hiring a Senior Consultant to join its Investments Compliance team. The role supports clients across the investments and asset/wealth management financial services sectors – from start-ups to global players – and is recognised for delivering expert compliance solutions.
Why consider this role?
- Career Growth: Build expertise across MiFID and AIFMD while working with senior compliance leaders.
- Variety: From FCA applications and client audits to M&A due diligence and regulatory projects.
- Impact: Take ownership of projects and help innovative firms stay compliant in a fast-changing market.
- Support & Perks: Collaborative team, competitive package, 25–30 days holiday, PMI, pension, gym contribution, and socials.
What you’ll bring:
- Solid financial services compliance experience, ideally in investments/asset/wealth management.
- Consulting experience is desirable but not essential.
- Knowledge of FCA regulations (like MiFID, AIFMD, financial promotions).
- Regulation based professional qualification (e.g. CISI UK Regulations and Professional Indemnity or similar qualifications) not essential but would be an advantage.
- NB this is not a financial crime role.
If you’re looking for a role where your expertise makes a direct impact while accelerating your career in investments regulation, this is a great next step. So, please apply here.
This advertiser has chosen not to accept applicants from your region.
3
Senior Compliance Consultant Investments
London, London
twenty84
Posted today
Job Viewed
Job Description
Senior Consultant – Investments Compliance
Hybrid | London (2+ days per week)
A multi-award-winning consultancy is hiring a Senior Consultant to join its Investments Compliance team. The role supports clients across the investments and asset/wealth management financial services sectors – from start-ups to global players – and is recognised for delivering expert compliance solutions.
Why consider this role?
- Career Growth: Build expertise across MiFID and AIFMD while working with senior compliance leaders.
- Variety: From FCA applications and client audits to M&A due diligence and regulatory projects.
- Impact: Take ownership of projects and help innovative firms stay compliant in a fast-changing market.
- Support & Perks: Collaborative team, competitive package, 25–30 days holiday, PMI, pension, gym contribution, and socials.
What you’ll bring:
- Solid financial services compliance experience, ideally in investments/asset/wealth management.
- Consulting experience is desirable but not essential.
- Knowledge of FCA regulations (like MiFID, AIFMD, financial promotions).
- Regulation based professional qualification (e.g. CISI UK Regulations and Professional Indemnity or similar qualifications) not essential but would be an advantage.
- NB this is not a financial crime role.
If you’re looking for a role where your expertise makes a direct impact while accelerating your career in investments regulation, this is a great next step. So, please apply here.
This advertiser has chosen not to accept applicants from your region.
4
Account Executive, Insurance & Investments
London, London
Microsoft Corporation
Posted today
Job Viewed
Job Description
Microsoft's FSI Team purpose; Enabling Financial Institutions, through technology transformation, to have a greater impact on society and drive long term prosperity of the UK.
This team is responsible for providing a differentiated Customer experience for our customers, deal win against competition by establishing Microsoft as market leaders, maximizing Customer spend, achieve targets (billed revenue, consumption, and adoption). Delivering solutions that result in targeted business outcomes and driving revenue growth for Microsoft.
As a Enterprise Account Executive, you will have the opportunity to drive Transformation in partnership with our most Strategic customers with a focus on AI, Copilot and Security to achieve both Microsoft and customer business outcomes. Leveraging your large, multi-functional v-team across the breadth of the Microsoft solutions portfolio, engage at the most senior levels of your customer and bring industry-relevant solutions to help the customer adopt and embrace digital technologies.
With a proven history of driving growth in market share, achieving sales targets, customer obsession, and partner collaboration, this role will give the opportunity to leverage your extensive customer network and sales experience to execute against your customer's account plan.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**Responsibilities**
Account Management
+ Manages the development and application of a mature/dynamic multi-year customer account plan based on proven methodologies to manage a sustainable, long-term business portfolio. Leads strategies for the Pensions Territory that yield high-volume sales and open new opportunities for both Microsoft and the partners, aligned to goals, budgets, and forecasts.
+ Orchestrates the execution of strategies for the assigned account to ensure engagements yield high-volume sales, drive plans to increase revenue potential, and open new opportunities for both Microsoft and the partners, aligned to goals, budgets, and forecasts. Leads and coordinates a diverse team (e.g., industry experts) on plan execution (e.g., prioritization, delegation) and drives accountability to execute and deliver on account plans and grow the account, leveraging industry expertise.
Strategic Thinking
+ Articulates Microsoft's and partners' point of view and creates deep connections with decision makers throughout multiple levels of the customers' organization to drive purchase decisions and increase interaction and participation, leveraging relevant tools and resources. Leverages relationships to address complex political blockers and drive execution for the customer.
+ Engages in strategic discussions by articulating ideas to evolve and facilitate evolution of customer business model, using Microsoft capabilities to solve customer's complex business problems. Drives strategic initiatives to promote a more holistic digital approach between Microsoft and the customer.
+ Leverages unique, strategic, industry-focused business insights and opportunities to create long-term, competitive advantage for the customer.
Customer Engagement
+ Proactively elevates stakeholder relationships and uses Microsoft sales strategies through multiple levels of the customer's organization to secure buy-in and execution. Expands strategic customer relationships to drive larger impact for the customer and spread into other areas of the organization.
+ Proactively develops a, comprehensive understanding of customer's business needs, priorities, strategies, and industry insights. Anticipates customer's needs to deliver new insights on their business strategy, and educate customers on ways to address them jointly. Shows long-term differentiated value for the customer, leveraging industry expertise and guides internal colleagues on ways to develop deeper customer knowledge. Delivers solutions into overall long-term business strategy.
Sales Excellence
+ Orchestrates the creation of long-term strategies aimed at building a level of loyalty that would be hard for competitors to overcome. Anticipates issues/risks on customer satisfaction, determines the root cause of problems, removes blockers, and establishes recovery action plan to improve customer's overall experience. Builds trust and loyalty with the customer by providing up-to-date insights, challenging the customer when necessary, and introducing innovative ideas relevant to the customer's business strategy. Enables customers to provide feedback directly to executives to help transform account space by establishing open communication channels for feedback, providing executive sponsorship, and providing direction to others to ensure customer feedback is addressed through One Microsoft approach.
+ Orchestrates high-impact solutions that enable digital transformation for assigned accounts and drive outcomes that create business value for customers. Owns the development of strategies that showcase the value added by Microsoft's innovative cloud offerings and ideas grounded on a deep understanding of industry trends and based on account needs and customer's expectations. Brings greater ecosystem together with the customer to discuss how to enrich customer's value to their customers.
+ Creates and qualifies new opportunities by identifying strategic opportunities (e.g., large, long-term) within accounts and guiding the customer on how to best identify new opportunities, leveraging deep customer and industry relationships and consultative selling skills. Drives new business opportunities across the team by creating a partner ecosystem, and empowers team members to find new opportunities by acting as a role model and by setting a clear vision and energy for the team to drive towards.
Competitive Knowledge
+ Leverages internal network of industry experts to strengthen knowledge of the industry (e.g., emerging trends), competitors, and customer business priorities (e.g., challenges, competitive landscape) and leverages in-depth knowledge of Microsoft's offerings to share knowledge internally, influence customers' business capabilities, drive more competitive solutions, and enhance growth of the account team.
**Qualifications**
Common attributes we typically look for, can include;
+ Track record of confidently holding executive level relationships and influencing at senior levels within customers
+ Experience in Enterprise Sales, Business Consulting or Consultative Selling, preferably in Digital Technology or similar areas
+ Insurance or FSI industry knowledge and experience either as a customer or as a supplier is desired but not essential
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
This team is responsible for providing a differentiated Customer experience for our customers, deal win against competition by establishing Microsoft as market leaders, maximizing Customer spend, achieve targets (billed revenue, consumption, and adoption). Delivering solutions that result in targeted business outcomes and driving revenue growth for Microsoft.
As a Enterprise Account Executive, you will have the opportunity to drive Transformation in partnership with our most Strategic customers with a focus on AI, Copilot and Security to achieve both Microsoft and customer business outcomes. Leveraging your large, multi-functional v-team across the breadth of the Microsoft solutions portfolio, engage at the most senior levels of your customer and bring industry-relevant solutions to help the customer adopt and embrace digital technologies.
With a proven history of driving growth in market share, achieving sales targets, customer obsession, and partner collaboration, this role will give the opportunity to leverage your extensive customer network and sales experience to execute against your customer's account plan.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**Responsibilities**
Account Management
+ Manages the development and application of a mature/dynamic multi-year customer account plan based on proven methodologies to manage a sustainable, long-term business portfolio. Leads strategies for the Pensions Territory that yield high-volume sales and open new opportunities for both Microsoft and the partners, aligned to goals, budgets, and forecasts.
+ Orchestrates the execution of strategies for the assigned account to ensure engagements yield high-volume sales, drive plans to increase revenue potential, and open new opportunities for both Microsoft and the partners, aligned to goals, budgets, and forecasts. Leads and coordinates a diverse team (e.g., industry experts) on plan execution (e.g., prioritization, delegation) and drives accountability to execute and deliver on account plans and grow the account, leveraging industry expertise.
Strategic Thinking
+ Articulates Microsoft's and partners' point of view and creates deep connections with decision makers throughout multiple levels of the customers' organization to drive purchase decisions and increase interaction and participation, leveraging relevant tools and resources. Leverages relationships to address complex political blockers and drive execution for the customer.
+ Engages in strategic discussions by articulating ideas to evolve and facilitate evolution of customer business model, using Microsoft capabilities to solve customer's complex business problems. Drives strategic initiatives to promote a more holistic digital approach between Microsoft and the customer.
+ Leverages unique, strategic, industry-focused business insights and opportunities to create long-term, competitive advantage for the customer.
Customer Engagement
+ Proactively elevates stakeholder relationships and uses Microsoft sales strategies through multiple levels of the customer's organization to secure buy-in and execution. Expands strategic customer relationships to drive larger impact for the customer and spread into other areas of the organization.
+ Proactively develops a, comprehensive understanding of customer's business needs, priorities, strategies, and industry insights. Anticipates customer's needs to deliver new insights on their business strategy, and educate customers on ways to address them jointly. Shows long-term differentiated value for the customer, leveraging industry expertise and guides internal colleagues on ways to develop deeper customer knowledge. Delivers solutions into overall long-term business strategy.
Sales Excellence
+ Orchestrates the creation of long-term strategies aimed at building a level of loyalty that would be hard for competitors to overcome. Anticipates issues/risks on customer satisfaction, determines the root cause of problems, removes blockers, and establishes recovery action plan to improve customer's overall experience. Builds trust and loyalty with the customer by providing up-to-date insights, challenging the customer when necessary, and introducing innovative ideas relevant to the customer's business strategy. Enables customers to provide feedback directly to executives to help transform account space by establishing open communication channels for feedback, providing executive sponsorship, and providing direction to others to ensure customer feedback is addressed through One Microsoft approach.
+ Orchestrates high-impact solutions that enable digital transformation for assigned accounts and drive outcomes that create business value for customers. Owns the development of strategies that showcase the value added by Microsoft's innovative cloud offerings and ideas grounded on a deep understanding of industry trends and based on account needs and customer's expectations. Brings greater ecosystem together with the customer to discuss how to enrich customer's value to their customers.
+ Creates and qualifies new opportunities by identifying strategic opportunities (e.g., large, long-term) within accounts and guiding the customer on how to best identify new opportunities, leveraging deep customer and industry relationships and consultative selling skills. Drives new business opportunities across the team by creating a partner ecosystem, and empowers team members to find new opportunities by acting as a role model and by setting a clear vision and energy for the team to drive towards.
Competitive Knowledge
+ Leverages internal network of industry experts to strengthen knowledge of the industry (e.g., emerging trends), competitors, and customer business priorities (e.g., challenges, competitive landscape) and leverages in-depth knowledge of Microsoft's offerings to share knowledge internally, influence customers' business capabilities, drive more competitive solutions, and enhance growth of the account team.
**Qualifications**
Common attributes we typically look for, can include;
+ Track record of confidently holding executive level relationships and influencing at senior levels within customers
+ Experience in Enterprise Sales, Business Consulting or Consultative Selling, preferably in Digital Technology or similar areas
+ Insurance or FSI industry knowledge and experience either as a customer or as a supplier is desired but not essential
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
This advertiser has chosen not to accept applicants from your region.
5
Manager, Capital Investments & Transactions
IHG
Posted 10 days ago
Job Viewed
Job Description
**Bring your strategic mind to a global stage.**
We're more than just a hospitality company, we're a global family of iconic brands, bold thinkers, and forward-focused strategists. As we continue to grow and evolve our portfolio, we are looking for a manager to join our **Capital Investments & Transactions team** , helping to drive our strategic growth agenda through global M&A and partnership opportunities.
You will be at the forefront of IHG's growth strategy, supporting a wide range of high-impact initiatives, including brand acquisitions, portfolio reviews, strategic partnerships and other growth initiatives. Working cross-functionally with global teams and external advisors, you'll help shape the future of IHG's global portfolio.
**What you'll do:**
+ Drive Strategic Investments: Support sourcing, analysis, and execution of global M&A and capital investment opportunities.
+ Market Analysis: Leverage internal and external databases to conduct detailed market research and competitive benchmarking.
+ Financial Modelling: Build and interpret sophisticated financial models (NPV, IRR, DCF) to assess investment viability.
+ Due Diligence: Participate in and coordinate due diligence activities across cross-functional teams.
+ Strategic Communication: Prepare Executive Committee and Board-level presentations, capital papers, and internal briefing materials for senior leadership and key stakeholders.
+ Cross-Functional Impact: Project manage and collaborate with Development, Strategy, Finance, Brand, Technology and Operations teams on key expansion initiatives.
+ Industry Network: Develop and maintain relationships with investors, investment bankers, developers, brokers and other consultants involved in the hospitality industry.
**What you'll bring:**
+ A degree or equivalent, in Business, Finance, Strategy, or related field or relevant professional qualifications (e.g. ACA, CFA).
+ 3 to 5+ years of work experience in M&A, corporate finance, or valuation, ideally from investment banking, Big 4 Transaction Services, or a similar.
+ Deep understanding of corporate finance and investment evaluation techniques.
+ Advanced Excel modelling and strong PowerPoint storytelling skills.
+ Experience reviewing financial statements and transactional documentation.
+ Ability and willingness to travel internationally as required.
You'll have a platform to work on high-impact, global M&A and investment transactions with exposure to IHG's senior leadership. Working in a collaborative, purpose-led culture committed to your development with global career opportunities.
At IHG, we know that we grow together and with your strategic mindset, analytical expertise, and passion for growth, we'll shape the future of global hospitality.
**Apply today. Shape tomorrow.**
Closing date for Applications October 24th 2025
#LI-KW2
#LI-HYBRID
At IHG Hotels & Resorts, we work together to deliver True Hospitality for Good on a global scale. With corporate offices and over 6,000 hotel destinations worldwide, a career at IHG is the perfect way to broaden your horizons. You'll experience our unique culture and brilliant colleagues who will support and inspire you. With a host of corporate opportunities to choose from, wherever you are on your career journey, and whatever you want to achieve there's Room for You at IHG.
Over recent years, we've transformed our company. We have bold ambitions to drive performance and maintain our relentless focus on growth in order to be the hotel company of choice that guests & owners love.
We are a hospitality business at our core and value connections and being together helps us foster a unique sense of belonging that also supports productivity. That's why here at IHG, we give our colleagues flexibility and balance - working in a hybrid way, blending office and remote working collectively. We recognise that every role is different, that's why leaders work with teams to determine how and when they collaborate.
We provide a wide range of benefits designed to help you live your best work life. These include impressive room discounts across our many properties, recharge days and volunteering days throughout the year. Through our myWellbeing framework, we are committed to supporting wellbeing in your health, lifestyle, and workplace. We offer a unique and inclusive culture, where there is always Room for You to belong, grow and make a difference.
Our mission is to welcome everyone and create inclusive teams where we celebrate difference and encourage colleagues to bring their whole selves to work. IHG Hotels & Resorts provides equal employment opportunities to applicants and employees without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other category protected by applicable laws. We promote a culture of trust, support, and acceptance. Always welcoming different backgrounds, experiences, and perspectives.
Don't quite meet every single requirement, but still believe you'd be a great fit for the job? We'll never know unless you hit the 'Apply' button. Start your journey with us today.
At IHG Hotels & Resorts, we are proud to be an equal opportunity employer. We firmly believe that all our colleagues deserve to be treated equally and have the same opportunities to develop and grow their skills within our business and provide equal employment opportunities to all applicants and colleagues without regard to an individual's, race, color, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, disability, marital or familial status, veteran status or any other characteristic protected by law.
We're more than just a hospitality company, we're a global family of iconic brands, bold thinkers, and forward-focused strategists. As we continue to grow and evolve our portfolio, we are looking for a manager to join our **Capital Investments & Transactions team** , helping to drive our strategic growth agenda through global M&A and partnership opportunities.
You will be at the forefront of IHG's growth strategy, supporting a wide range of high-impact initiatives, including brand acquisitions, portfolio reviews, strategic partnerships and other growth initiatives. Working cross-functionally with global teams and external advisors, you'll help shape the future of IHG's global portfolio.
**What you'll do:**
+ Drive Strategic Investments: Support sourcing, analysis, and execution of global M&A and capital investment opportunities.
+ Market Analysis: Leverage internal and external databases to conduct detailed market research and competitive benchmarking.
+ Financial Modelling: Build and interpret sophisticated financial models (NPV, IRR, DCF) to assess investment viability.
+ Due Diligence: Participate in and coordinate due diligence activities across cross-functional teams.
+ Strategic Communication: Prepare Executive Committee and Board-level presentations, capital papers, and internal briefing materials for senior leadership and key stakeholders.
+ Cross-Functional Impact: Project manage and collaborate with Development, Strategy, Finance, Brand, Technology and Operations teams on key expansion initiatives.
+ Industry Network: Develop and maintain relationships with investors, investment bankers, developers, brokers and other consultants involved in the hospitality industry.
**What you'll bring:**
+ A degree or equivalent, in Business, Finance, Strategy, or related field or relevant professional qualifications (e.g. ACA, CFA).
+ 3 to 5+ years of work experience in M&A, corporate finance, or valuation, ideally from investment banking, Big 4 Transaction Services, or a similar.
+ Deep understanding of corporate finance and investment evaluation techniques.
+ Advanced Excel modelling and strong PowerPoint storytelling skills.
+ Experience reviewing financial statements and transactional documentation.
+ Ability and willingness to travel internationally as required.
You'll have a platform to work on high-impact, global M&A and investment transactions with exposure to IHG's senior leadership. Working in a collaborative, purpose-led culture committed to your development with global career opportunities.
At IHG, we know that we grow together and with your strategic mindset, analytical expertise, and passion for growth, we'll shape the future of global hospitality.
**Apply today. Shape tomorrow.**
Closing date for Applications October 24th 2025
#LI-KW2
#LI-HYBRID
At IHG Hotels & Resorts, we work together to deliver True Hospitality for Good on a global scale. With corporate offices and over 6,000 hotel destinations worldwide, a career at IHG is the perfect way to broaden your horizons. You'll experience our unique culture and brilliant colleagues who will support and inspire you. With a host of corporate opportunities to choose from, wherever you are on your career journey, and whatever you want to achieve there's Room for You at IHG.
Over recent years, we've transformed our company. We have bold ambitions to drive performance and maintain our relentless focus on growth in order to be the hotel company of choice that guests & owners love.
We are a hospitality business at our core and value connections and being together helps us foster a unique sense of belonging that also supports productivity. That's why here at IHG, we give our colleagues flexibility and balance - working in a hybrid way, blending office and remote working collectively. We recognise that every role is different, that's why leaders work with teams to determine how and when they collaborate.
We provide a wide range of benefits designed to help you live your best work life. These include impressive room discounts across our many properties, recharge days and volunteering days throughout the year. Through our myWellbeing framework, we are committed to supporting wellbeing in your health, lifestyle, and workplace. We offer a unique and inclusive culture, where there is always Room for You to belong, grow and make a difference.
Our mission is to welcome everyone and create inclusive teams where we celebrate difference and encourage colleagues to bring their whole selves to work. IHG Hotels & Resorts provides equal employment opportunities to applicants and employees without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other category protected by applicable laws. We promote a culture of trust, support, and acceptance. Always welcoming different backgrounds, experiences, and perspectives.
Don't quite meet every single requirement, but still believe you'd be a great fit for the job? We'll never know unless you hit the 'Apply' button. Start your journey with us today.
At IHG Hotels & Resorts, we are proud to be an equal opportunity employer. We firmly believe that all our colleagues deserve to be treated equally and have the same opportunities to develop and grow their skills within our business and provide equal employment opportunities to all applicants and colleagues without regard to an individual's, race, color, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, disability, marital or familial status, veteran status or any other characteristic protected by law.
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Investments Jobs in United Kingdom !
6
Portfolio Manager - Equity Investments
OX1 1DB Oxford, South East
£90000 annum + bon
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
Our client, a prestigious investment firm, is seeking a highly skilled and experienced Portfolio Manager to oversee equity investments. This hybrid role, based in the historic city of Oxford, Oxfordshire, UK , offers a challenging and rewarding opportunity to manage investment portfolios, conduct in-depth market research, and develop robust investment strategies. You will be responsible for making investment decisions, monitoring portfolio performance, and managing risk to achieve optimal returns for clients. The position requires a strong understanding of financial markets, exceptional analytical abilities, and a proven track record in portfolio management.
Key responsibilities will include:
The ideal candidate will possess a Master's degree in Finance, Economics, or a related field, along with relevant professional qualifications (e.g., CFA charterholder or working towards it). A minimum of 5-7 years of experience in portfolio management or investment analysis within the financial services industry is essential. Proven expertise in equity research, valuation methodologies, and portfolio construction is required. Strong analytical, quantitative, and decision-making skills are paramount. Excellent communication and presentation abilities are necessary for client interaction and internal reporting. This hybrid role requires a balance of in-office presence for collaborative discussions and strategic meetings, alongside the flexibility of remote work. A deep understanding of global financial markets and a disciplined approach to investment management are critical for success.
Key responsibilities will include:
- Developing and implementing investment strategies aligned with client objectives and market conditions.
- Conducting fundamental analysis of companies and industries to identify investment opportunities.
- Constructing and managing diversified equity portfolios, ensuring adherence to investment guidelines and risk parameters.
- Monitoring portfolio performance, risk exposures, and economic trends on an ongoing basis.
- Making buy/sell recommendations and executing trades in accordance with portfolio strategy.
- Communicating investment decisions, performance updates, and market outlook to clients and senior management.
- Conducting thorough due diligence on potential investments.
- Staying abreast of regulatory changes and market developments impacting investment strategies.
- Collaborating with research analysts and other investment professionals.
- Ensuring compliance with all relevant financial regulations and internal policies.
The ideal candidate will possess a Master's degree in Finance, Economics, or a related field, along with relevant professional qualifications (e.g., CFA charterholder or working towards it). A minimum of 5-7 years of experience in portfolio management or investment analysis within the financial services industry is essential. Proven expertise in equity research, valuation methodologies, and portfolio construction is required. Strong analytical, quantitative, and decision-making skills are paramount. Excellent communication and presentation abilities are necessary for client interaction and internal reporting. This hybrid role requires a balance of in-office presence for collaborative discussions and strategic meetings, alongside the flexibility of remote work. A deep understanding of global financial markets and a disciplined approach to investment management are critical for success.
This advertiser has chosen not to accept applicants from your region.
7
Senior Compliance Consultant Investments
twenty84
Posted today
Job Viewed
Job Description
Job Description
Senior Consultant – Investments Compliance
Hybrid | London (2+ days per week)
A multi-award-winning consultancy is hiring a Senior Consultant to join its Investments Compliance team. The role supports clients across the investments and asset/wealth management financial services sectors – from start-ups to global players – and is recognised for delivering expert compliance solutions.
Why consider this role?
- Career Growth: Build expertise across MiFID and AIFMD while working with senior compliance leaders.
- Variety: From FCA applications and client audits to M&A due diligence and regulatory projects.
- Impact: Take ownership of projects and help innovative firms stay compliant in a fast-changing market.
- Support & Perks: Collaborative team, competitive package, 25–30 days holiday, PMI, pension, gym contribution, and socials.
What you’ll bring:
- Solid financial services compliance experience, ideally in investments/asset/wealth management.
- Consulting experience is desirable but not essential.
- Knowledge of FCA regulations (like MiFID, AIFMD, financial promotions).
- Regulation based professional qualification (e.g. CISI UK Regulations and Professional Indemnity or similar qualifications) not essential but would be an advantage.
- NB this is not a financial crime role.
If you’re looking for a role where your expertise makes a direct impact while accelerating your career in investments regulation, this is a great next step. So, please apply here.
This advertiser has chosen not to accept applicants from your region.
8
Senior Compliance Consultant Investments
London, London
twenty84
Posted today
Job Viewed
Job Description
Job Description
Senior Consultant – Investments Compliance
Hybrid | London (2+ days per week)
A multi-award-winning consultancy is hiring a Senior Consultant to join its Investments Compliance team. The role supports clients across the investments and asset/wealth management financial services sectors – from start-ups to global players – and is recognised for delivering expert compliance solutions.
Why consider this role?
- Career Growth: Build expertise across MiFID and AIFMD while working with senior compliance leaders.
- Variety: From FCA applications and client audits to M&A due diligence and regulatory projects.
- Impact: Take ownership of projects and help innovative firms stay compliant in a fast-changing market.
- Support & Perks: Collaborative team, competitive package, 25–30 days holiday, PMI, pension, gym contribution, and socials.
What you’ll bring:
- Solid financial services compliance experience, ideally in investments/asset/wealth management.
- Consulting experience is desirable but not essential.
- Knowledge of FCA regulations (like MiFID, AIFMD, financial promotions).
- Regulation based professional qualification (e.g. CISI UK Regulations and Professional Indemnity or similar qualifications) not essential but would be an advantage.
- NB this is not a financial crime role.
If you’re looking for a role where your expertise makes a direct impact while accelerating your career in investments regulation, this is a great next step. So, please apply here.
This advertiser has chosen not to accept applicants from your region.
9