Loan Agency Client Service Manager

Global Investment Bank, Canary Wharf
  • Performing role of Facility Agent under Export Credit Agency supported syndicated loan facilities, project finance and project bond transactions.
  • Responsible for portfolio of clients/deals, to ensure professional execution of onboarding and deal closing and flagging potential operational issues.
  • Maximising client experience from mandate through to final repayment as well as managing the non-operational aspects of the deals.
  • Requires strong understanding of Syndicated Loan Market and ECA related business and a strong client focus.

More opportunities

This is just a selection of the opportunities which we currently have available. Please contact us to find out what we can do for you.

Global Investment Bank, City of London

Front Office Supervisory

  • A newly created role in the Commodity and Global Markets’ first line of defence.  Working in the Business Supervisory Controls Team within the Business Operational Risk Team.
  • Ensuring an appropriate and up to date Supervisory framework and developing/implementing Supervisory reports.  Ensuring appropriate governance around the development of the Supervisory Controls Portal, and delivering supervisory training to new and current supervisors.
  • You will be credible on the trading floor, highly visible and will need to provide transparency of process to clients and team.
  • Would be keen to hear from ex-traders in FX or Commodities that are looking for a new career in Conduct Risk, previous experience managing a team preferred.
Professional Services Company – Canary Wharf

Experienced Tax Professionals and Auditors

Looking for Experienced Tax Professionals and Auditors with a professional qualification for this global consultancy firm with a culture of diversity and flexibility.

  • A background working in professional services / consultancy is required;
  • For a range of roles and at varying levels of seniority;
  • Demonstrate a desire to learn: A training program will be provided;
  • Flexible work options are available for certain roles, including work-free periods around school holidays.
Fintech Firm, West End

Fintech Sales

  • Senior Sales role selling digital rule-based investing solutions to institutional clients, primarily asset managers, wealth managers and product managers at sell side firms/index providers as well as pension funds and asset owners.
  • To expand business in UK, German and Scandinavian markets for this exciting new fintech firm.
  • Looking for high calibre, results-oriented, resourceful, solution minded sales people.  The ideal candidate will have B2B SaaS sales experience alongside experience with quant strategies, asset allocation and fund management.
Global Asset Manager, W1 London

Associate Director – Client Portfolio Management Real Estate

  • Real Estate expert to help grow the non-institutional business in UK and Europe.
  • Requires strong interpersonal skills and an excellent understanding of the Real Estate Investment Industry, its products and key drivers.
  • Would suit candidates with a background in either product strategy, investor relations or client portfolio management.
  • Spanish and/or Italian language skills an advantage.
Global Investment Bank, City of London

Sales and Relationship Management Associate Director/Director, Wealth Management

  • Providing wealth management service for HNW and UHNW clients across Business Owners & Entrepreneurs, Multi Family Office and Corporate executives
  • Developing new business opportunities from existing clients and self-originating new client relationships
  • Requires CeMAP level 3 and either previous wealth management experience or readily transferable skills and a strong network based on industry expertise
Global Investment Bank, Canary Wharf

Global Client Manager, Client Operations

  • Client facing role, coordinating onboarding for top tier clients covering legal, credit, KYC renewals, regulatory and tax issues, account opening and data maintenance.
  • Requires strong stakeholder/client management skills in a highly visible role within the Bank.
  • An understanding of asset management and hedge fund clients an advantage, can come from accountancy, legal or banking background.
  • Full time with ad hoc flexibility
Global Investment Bank, City of London

Investment Counsellor, Wealth Management

  • Providing proactive investment advice (discretionary, advisory and transactional) and communicating the house view to existing clients and prospects with a focus on HNW and UHNW clients, this is a client facing role but does not require an existing client network.
  • Joint accountability with sales and relationship managers for generating and retaining investment solutions/services revenue, supporting client acquisition, acting as a technical expert.
  • Candidate needs to hold minimum level 6 CISI qualification, or CFA registered with some added gap fills.  Previous investments experience within the wealth sector required. Awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products.  An ability to uncover and reveal private client requirements and create tailored solutions is essential.
  • Flexible working options available.
Global Asset Manager, W1 London

Client Portfolio Manager, Fixed Income

  • The successful candidates will be promoting fixed income portfolios ranging from global market and sector specific to cash/short term bond portfolios, supporting distribution partners’ sales efforts and managing client relationships in a wide range of markets (UK, Europe, Middle East and Asia-Pacific)
  • You will need to be knowledgeable about investment management and portfolio management processes and investment rationale behind portfolio strategies, be able to run reports on performance, attend meetings alongside the marketing team and act as bridge between research, portfolio managers and marketing. Also to contribute to product development and be available as a speaker at conferences and seminars.
  • Requires detailed knowledge of fixed income investment management processes with a preference for a German and/or French speaker, CFA qualification is desirable and also the role requires a willingness to travel.
Family Office, Central London

Private Equity Manager – Part Time

  • Selecting and managing a portfolio of unquoted investments in private companies in a variety of sectors.
  • Assessing opportunities and risk for a medium to long term investment horizon.
  • Part of a small team defining future investment policy and risk parameters.
  • Requires proven ability to structure investments and negotiate terms.
  • Experience in private equity investments or mezzanine lending essential.
Global Consultancy Firm, City of London

Analyst – Data Visualisation

  • As part of the Banking Data team help clients improve their use of data delivery insights to create competitive advantage and transform organizations.
  • Transform and Integrate data, depending on business requirements.
  • Build out data visualisation applications and look at future integrationpoints and next generation capabilities.
  • Understand business drivers and regulations (Solvency II, IFRS, AML, Dodd Frank etc).
  • Experienced in various visualisation tools such as Qliksense, Qlikview, PowerBI, Tableau, Spotfire, SAS.
Global Investment Bank, City of London

Infrastructure M&A / Infrastructure Debt Advisory

  • A role in the capital advisory team raising acquisition debt and advising on re-financings as well as lending balance sheet.  The team has advised on debt transactions of more than £5bn in the last year, from senior debt to preferred equity in a range of landmark European M&A and Project Finance deals,
  • Involved in advisory and occasionally principal transactions from the outset, build and oversee financial models, prepare draft term sheets and information memoranda, liaise with banks, assess appropriate debt levels/structure for acquisition.
  • Requires previous relevant experience, knowledge of debt products across the capital structure, knowledge of finance documentation, preferred experience in project finance, infrastructure, and acquisition finance, financial modelling skills including cash flow and financial ratio analysis.
Global Investment Bank, City of London

Infrastructure Principal and Projects Team

  • A combination of typical project finance investment banking tasks with direct principal investing from the balance sheet, as well as being involved in project finance advisory, infrastructure development and client interaction with in a team that is noted as a market leader working on high profile complex transactions.
  • Preparing tenders, greenfield transaction documentation, risk allocation as well as reviewing project documentation and due diligence materials, engaging with 3rd Investing balance sheet in infrastructure projects
  • Requires ability to originate and underwrite debt, equity and hybrid products, supervise complex project finance models, use VBA macros.  Ideally experience of leading and closing both equity and debt into greenfield projects, PPPs, and brownfield infrastructure transactions.
  • Ideally has expertise in project finance modelling, experience negotiating full project finance suite of documentation with 4-6 years experience working on similar transactions.
Global Investment Bank, City of London

Client Strategy and Analytics

  • Working within the Client Strategy and Analytics team supporting the execution of client and sales strategic initiatives providing business analytics and strategic and analytical support to the Global Fixed Income, Currencies and Commodities Business.
  • Liaising with Sales and Trading to coordinate internal account reviews, identify opportunities to increase revenues and support sales management to develop sales and client strategy action plans.
  • Coordinate account budgeting and planning process with sales, look for ways of automating processes and driving change management, liaising with technology to enhance analytics to help the business identify opportunities to increase revenues, escalate and communicate data integrity issues .
  • Requires ability to organise large amounts of data and effectively present metrics and analysis to help drive strategic decisions.  Experience working in a trading floor environment preferred with knowledge of global markets products.  Advanced Excel (pivot tables, formulas, charts and graphs) and advanced PowerPoint skills.
Global Investment Bank, City of London

Technology Strategy Manager

  • A newly created position, working within the Business Management function of the Commodities and Global Markets technology division.
  • To assist the COO and CIO with formulating and articulating the Technology strategy to a range of internal clients, assimilating large quantities of information and condensing to easily digestible themes, performing reviews to formulate updates for global stakeholders and governance forums.
  • Ideally you will have a consultancy background and be an excellent communicator with the ability to adapt in a rapidly changing environment with a strong understanding of technology/infrastructure and ability to contribute ideas to the team.
  • Requires hands-on experience of writing strategy documents and presentations for senior management. Ideally you will also have worked outside consultancy to give a deeper understanding of technology pn a business preferably in a management/COO capacity.
Wealth Management Firm

Head of Portfolios

  • Develop and manage model portfolio selection and manage launch of new unitised portfolios
  • Communicate portfolio performance to internal and external stakeholders
  • Day to day management and coaching of team of supporting analysts
  • Experienced investment professional with record of managing fund of funds with multi-asset background and preferably qualifications to perform CF30 ( customer dealing function) role
Global Investment Bank, City of London

Senior Project Manager – Investment Management

  • Working on projects/workstreams including M&A due diligence and integration, systems implementation, strategic change, process improvement and legal/regulatory response initiatives. Interacting closely with Investments, Distribution, Operations, Compliance and IT teams in all Investment Management locations (global), travel to these locations is expected to be 30-40%.  Part of the EMEA, Program Management Office within Asset Management.
  • To develop, lead and manage project plans to successful completion.  Identify, track and resolve issues and create and manage project teams.  Also develop and present project updates to senior management.
  • Requires substantial investment management and strong project management experience with “big 4” or equivalent consultant experience preferred.  Experience in merger integration, regulatory, investment accounting, trading systems and data warehouse projects also ideal.
Global Investment Bank, Canary Wharf, London

Equity Research

Looking for experienced Equity Analysts in the following areas

  • UK midcaps
  • Insurance
  • Diversified Financials
  • Leisure
  • Real Estate
  • Mining
  • Capital Goods

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