Total 41 Director/C-Level research associate job vacancies in Finance / Banking / Insurance category in The United States of America

Job Description

To support the Investment Team across the various asset classes, including public equity, private equity, hedge fund, fixed income, credit, real estate, infrastructure, natural resources.

Duties & Responsibilities

• Assist in researching and sourcing for investment ideas
• Assist in the execution of due diligence process
• Assist in the portfolio monitoring and management of existing investments
• Assist in preparation of reports, presentation or updates to the Investment Committee, NUS management or other stakeholders
• Assist with any other ad-hoc duties/projects required by the Investment Office

Qualifications

• Associate level - 4 to 6 years of work experience, preferably relevant experience in finance/investment
• Investment Manager level - 6 to 8 years of work experience, preferably relevant experience in finance/investment
• Bachelor degree or higher in business, finance, accounting, economics, computer science, humanities, data science, law, communication
• Passion and interest in investing
• Critical thinking and problem-solving skills
• Inquisitive
• High attention to details
• High ethical and professional standards
• Team player - can work effectively as part of a team
• Proficient in Bloomberg, Microsoft Office (Word, Excel, PowerPoint)
• CFA Charterholder preferred

Interested applicants are invited to apply directly at the NUS Career Portal. Your application will be processed only if you apply via NUS Career Portal.

We regret that only shortlisted candidates will be notified.

About the role

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Job Responsibilities:

· Produce analysis on capital market trends in Southeast Asia and identify potential opportunities.

· Work with team members to prepare and deliver presentations in deal origination and fund raising.

· Develop and maintain relationships with buy side, financial sponsors, and companies.

· Support the team in execution of investment banking transactions such as initial public offerings, ECM transactions, M&A and other corporate advisory engagements for listed and unlisted clients.

· Perform in-depth financial analysis and modelling.

· Support internal business reporting.

Job Requirements:

· Relevant degree with excellent academic results from a reputable university.

· Possess excellent verbal and written communication skills. Fluency in Mandarin or Malay would be an added advantage, as the incumbent will be working with Chinese and Southeast Asian clients.

· At least five years of consulting, equity research, M&A/strategy, or similar experience.

· Strong analytical skills and business analysis.

· Strong knowledge of finance and accounting

· Fast learner and ability to work independently.

· Ability to perform well under pressure and produce deliverables in a timely manner.

· Previous experience or coverage of other Southeast Asian country welcomed but not essential.

· Proven track record in deal execution, including managing various workstreams and coordinating with different stakeholders.

About the role

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Job Responsibilities:

· Produce analysis on capital market trends in Southeast Asia and identify potential opportunities.

· Work with team members to prepare and deliver presentations in deal origination and fund raising.

· Develop and maintain relationships with buy side, financial sponsors, and companies.

· Support the team in execution of investment banking transactions such as initial public offerings, ECM transactions, M&A and other corporate advisory engagements for listed and unlisted clients.

· Perform in-depth financial analysis and modelling.

· Support internal business reporting.

Job Requirements:

· Relevant degree with excellent academic results from a reputable university.

· Possess excellent verbal and written communication skills. Fluency in Mandarin or Malay would be an added advantage, as the incumbent will be working with Chinese and Southeast Asian clients.

· At least five years of consulting, equity research, M&A/strategy, or similar experience.

· Strong analytical skills and business analysis.

· Strong knowledge of finance and accounting

· Fast learner and ability to work independently.

· Ability to perform well under pressure and produce deliverables in a timely manner.

· Previous experience or coverage of other Southeast Asian country welcomed but not essential.

· Proven track record in deal execution, including managing various workstreams and coordinating with different stakeholders.

You’re an experienced Trade Finance Product specialist  We are building innovative & sustainable Trade & Working Capital solutions for our clients Full time, permanent Sydney based roleSee yourself in our team:Commodities, Trade and Carbon (CTC) is a department of CBA’s Institutional Banking & Markets (IB&M) division and is responsible for the Group’s commodity, trade finance and carbon related activities. This covers physical trading, derivative markets and the full suite of trade finance products.Within the Trade Finance business, the product management team is responsible for the execution of a range of operational, strategic and business transformation initiatives. Working closely with Group and IB&M stakeholders, the team supports the growth of the CTC business by delivering; managing and supporting a range of innovative, trade finance and carbon products to meet the needs of our Institutional, Corporate and Business Bank customers.Do work that matters:Reporting to the Director Trade Product Management, this highly visible Product Management Associate Director role…

Click here to view more detail / apply for Associate Director Trade Finance Product

A proven track record of delivering high quality cost management/quantity surveying services across the full project lifecycle
Professionally qualified (RICS or similar) or working towards
Ability to successfully manage and prioritise more than one project at a time.
Experience in delivering M&E elements of work for clients
Knowledge & contacts within the M&E supply chain (tier 1 and below)
Utilising digital software for delivery of cost management services
Commercially astute with good negotiation skills
Excellent people person and great communicator, both client facing and team based
Ideally an Australian citizen with NV2 clearance 

Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. 
We want our people to succeed both in work and life. To support this we promote a healthy, productive, and flexible working environment that respects work-life balance.? 
At Turner & Townsend we firmly believe that ... Click here to view more detail / apply for Senior Cost Manager / Associate Director ? MEP (Canberra Based)

A proven track record of delivering high quality cost management/quantity surveying services across the full project lifecycle
Professionally qualified (RICS or similar) or working towards
Ability to successfully manage and prioritise more than one project at a time.
Experience in delivering M&E elements of work for clients
Knowledge & contacts within the M&E supply chain (tier 1 and below)
Utilising digital software for delivery of cost management services
Commercially astute with good negotiation skills
Excellent people person and great communicator, both client facing and team based
Ideally an Australian citizen with NV2 clearance 

Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. 
We want our people to succeed both in work and life. To support this we promote a healthy, productive, and flexible working environment that respects work-life balance.? 
At Turner & Townsend we firmly believe that ... Click here to view more detail / apply for Senior Cost Manager / Associate Director ? MEP (Canberra Based)

Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our Markets business is one of the largest of its kind in the world. It combines sophisticated 24- hour global coverage with a detailed knowledge of local markets. Our services are offered both online and offline in more than 60 countries and territories worldwide. We specialise in foreign exchange, credits and rates, structured derivatives, equities and debt, equity and equity-linked capital markets.

We are currently seeking a high calibre professional to join our team as an Associate Director - Emerging Markets FX Trading.

Principal Responsibilities

• Market making for the Emerging market FX trading franchise
• Effective monitoring of risk controls and ability to demonstrate mitigation of risk scenarios
• Maintain strong relationships with client base, in partnership with Sales
• Actively support eFX initiatives, with a focus on market share and revenue
• Maximize revenue generation through effective risk management
• Ensure competitive pricing in EM currency in products responsible
• Explore new revenue sources across the business, both internally and externally
• Keep track of performance through quantifiable metrics (KPI’s)
• Provide excellent service to clients both in pricing and execution
• Collaborate with quants/development team to improve systems / technical tools
• Provide market colour through commentaries and trade ideas
• Effective cooperation with other relevant teams in as well as abroad
• Promote culture in which all teams within GFX work together as one team via effective communication and true teamwork mentality

Qualifications

• Strong track record in trading EM currencies
• Solid understanding of macroeconomic and political factors affecting primary markets
• Strong Knowledge of the FX offshore markets and onshore dynamics in the EM space
• Strong interaction skills and proven communication capabilities

To be considered for this role, the relevant rights to work in Singapore is required.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Video URL - External

https://www.youtube.com/embed/zjrWwmYbXqo

• An exciting opportunity has arisen for a Senior Cost Manager / Associate Director - Mechanical & Electrical, to join our team in our Caberra office. Supporting our clients to deliver projects and programs for Defence projects.
• The position will be to lead on the Mechanical & Electrical (M&E) specific deliverables within a larger project or leading direct M&E commissions, such as asset upgrade works.
• The individual must be self-motivated and Client facing (both internal & external) with the ability to manage multiple projects and clients. This will involve establishing early budgets, early estimating, and cost planning, tendering and procurement and post contract duties.
• The role will also include management of other Assistant Cost Managers and Cost Managers within the M&E.
• A good knowledge of M&E systems and supply chain is fundamental with the ability to work collaboratively.

• An exciting opportunity has arisen for a Senior Cost Manager / Associate Director - Mechanical & Electrical, to join our team in our Caberra office. Supporting our clients to deliver projects and programs for Defence projects.
• The position will be to lead on the Mechanical & Electrical (M&E) specific deliverables within a larger project or leading direct M&E commissions, such as asset upgrade works.
• The individual must be self-motivated and Client facing (both internal & external) with the ability to manage multiple projects and clients. This will involve establishing early budgets, early estimating, and cost planning, tendering and procurement and post contract duties.
• The role will also include management of other Assistant Cost Managers and Cost Managers within the M&E.
• A good knowledge of M&E systems and supply chain is fundamental with the ability to work collaboratively.

Enable East is an innovative, independent NHS team, complimented by a wide pool of experienced, independent associates, that assists other health and social care and voluntary sector organisations to deliver effective projects and measurable social impact. A 'common sense' and flexible alternative to commercial management consultants, Enable East offers deep industry expertise and a fresh pair of eyes at competitive NHS rates. Enable East has a strong brand and track record for delivery across the East of England region as well as further afield across England.

This post is the senior leadership role within Enable East, which is hosted by Essex Partnership University NHS Trust (EPUT), reporting to EPUT’s Director of Strategy. You will spend approximately 50% of your time providing senior operational leadership to the core team and supporting project and programme delivery, and the other 50% developing a pipeline of new business.

Enable East directly supports the delivery of EPUT’s strategic objective to “help our communities thrive” and the post holder will be responsible for priority programmes within EPUT's social impact strategy.

This post is offered as a 12 month fixed term contract while the income projections of the business are proven. There is definitely potential for the post holder to take direct action and influence decision making about extending or substantiating contracts during the Q2 review process.

The post holder will be responsible for delivering the new ambitious business plan by:
• Providing strategic and operational management of all financial matters for Enable East including quarterly reporting to the EPUT executive committee.
• Operational oversight of performance measures relating to all contracts including any grant funded programmes and managing consortia with multiple partners to deliver contractual objectives, targets and outcomes.
• Strategic leadership of business development and marketing initiatives to increase commissioned work and contracts within the NHS, statutory, voluntary and private sectors.
• Strategic lead on existing and new grants and contracts within the voluntary and community sector.
• Growing and nurturing the pool of associates through which Enable East delivers many commissioned projects.
• Provide operational management of Enable East core team planning and HR.





EPUT are looking for motivated staff who shares our Trust values of Care, Learn and Empower. In return, EPUT can offer you a range of benefits and development including;
• Season Ticket Loans
• NHS discounts for staff
• Excellent Training facilities and opportunities
• Buying and Selling annual leave scheme
• The opportunity to work bank shifts and expand knowledge and experience in other areas
• Salary Sacrifice schemes including lease cars and Cycle to Work
• Day One Flexible Employer

The Trust supports and actively encourages flexible working for all employees. We offer many options and you are encouraged to ask the recruiting manager what is possible for this role. If appointed, you will have the opportunity to apply for a flexible working request from the first day of your employment

Join our Staff bank

What is Staff Bank?

Our EPUT NHS staff bank is an entity managed by the trust that hires clinical and non-clinical healthcare professionals to take on shifts at our trust hospitals and community settings. Here at EPUT we maintain our own bank of specialist staff to ensure that we are able offer safe and effective care at all times.

All our permanent staff are automatically enrolled onto the staff bank however this does not mean you have to work any additional shifts, but the option is there for you if you wish.

If you are joining our Trust in a fixed term role, please indicate on your New Starter Paperwork that you wish to join our staff bank

Communication & Relationships
• Management of the Enable East brand identity, including articulating a clear vision for the Enable East offering to the market, clearly differentiated from the competition, to make this attractive to senior customers, commissioners and funders as well as internal stakeholders within EPUT.
• To proactively develop and sustain strong working relationships with external agencies including customers, contractors, commissioners and funders to develop further business opportunities.
• To develop and maintain strong and trusting relationships with leads of key corporate functions within EPUT. The post holder will be required to have regular contact with external stakeholders and will often need to engage with them over sensitive, complex, contentious and confidential issues.
• To participate in relevant internal and external working groups/projects, services and initiatives to provide project information and analytical advice and expertise.
• To present project information and issues, explaining complexities, to a wide range of internal and external stakeholders.
• To liaise with other senior managers to share best practice.



Analytical & Judgement Skills
• Personally lead, support and contribute to formal negotiations with customers on new business opportunities providing a high level of negotiating expertise to secure the most advantageous arrangements.
• Develop and implement qualitative and quantitative measures to determine performance against the business plan.
• Report progress through personal representation at senior management forums and by written reports to appropriate boards and groups of staff.
• Present complex information on all aspects of Enable East business in a clear, understandable and audience-appropriate manner to senior management and board level groups.
• Evaluate, interpret and locally implement best practice and ensure that best practice is developed and delivered at organisational and departmental levels.
• Ensure a smooth transition through decision making processes.
• Identify innovative opportunities to develop new as well as expand existing programmes of work.
• Quality oversight of deliverables produced for clients.

Planning & Organisational Skills
• Oversee the tracking of progress against plans and milestones, ensuring appropriate processes are in place to flag issues, risks and concerns.
• Responsible for proposing and drafting changes, implementation and interpretation to contracts, partnership agreements, service level agreements (SLAs) and polices and protocols.
• Develop plans and seize opportunities, mitigate threats to deliver Enable East’s business plan and strategic objectives.
• Contribute to the review and development of existing information management systems and contribute to the development of an integrated approach to project management.

Responsibility for Policy & Service Development
• Devise, manage and update policies and procedures, ensuring the adoption of best practice methodology, rules, standards and thresholds; disseminating these methodologies etc. to staff within the department and throughout the organisation.
• The post holder will maintain a good knowledge of Trust policies, wider statutory policy, legislative requirements and local government policy, to assist in the future planning and strategy for new business opportunities.
• The post holder will be responsible for maintaining up to date knowledge and understanding of European Funding compliance requirements in relation to future grant funding opportunities.
• Operational policy for Enable East, including ensuring contracts for associates includes recognition of both EPUT policies and other external requirements including data protection, data sharing and external agencies standing orders and standing financial instructions.



Responsibility for Financial & Physical Resources
• The postholder will be directly responsible for the full value of any grants secured and all associated functions with the management of the grant to ensure the grant successfully achieves all contractual targets, results and outcomes and meets compliance requirements.
• The post holder will be responsible for ensuring that procurement arrangements with new suppliers and contracts for are managed within EPUT’s requirements including obtaining appropriate waivers as required.
• The post holder will be directly responsible for Enable East’s financial targets and responsibilities.
• The post holder will be responsible, each year, for securing funding from external agencies to support the business and fund the core team of Enable East.




• The post holder will be responsible for evaluating the value for money of new contracts, monitoring the performance of existing contracts and ensuring that sub-contractors performance aligns, and complies, with contractual terms and conditions.
• Act in a way that is compliant with Standing Orders and Standing Financial Instructions in the discharge of this responsibility.
• Constantly strive for value for money and greater efficiency in the use of suppliers



Responsibility for Human Resources
• To lead recruitment, appraisal, retention, development, training and motivation of employees within Enable East
• To manage, motivate and develop staff within the team to ensure that they are able to deliver their objectives. Including the management of disciplinary procedures as required, undertake staff consultation and consider welfare and safety matters, taking into account instructions and guidelines issued.
• To recruit as necessary and performance manage a team that delivers a range of tasks aligned to the Enable East strategic objectives and business plan.
• Use appraisal and development policy and procedure to ensure that appraisals are undertaken regularly.



Responsibility for Information Resources
• Ensure robust processes are in place for collecting, evaluating and interpreting data.
• Ensure performance measures are in place to inform the short, medium and long term strategies relating to Enable East business development.
• Ensure GDPR is implemented in relation to data collection mechanisms.
• Responsible for the reporting on information of expenditure both within and outside the organisation.
• Ensure processes and staff behaviours are in place for appropriate information sharing.



Responsibility for Research & Development
• Ensures that relevant groups are able to access best practice and current information.
• Commissions Research and Development activity as required in line with specific programme requirements.
• Ensures that benefits from research and development and from innovation are realised by stakeholder organisations.




This advert closes on Tuesday 30 Apr 2024

Our clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.

Main Responsibilities

- Build and nurture strong relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, serving as their trusted advisor in banking and investment matters.

- Achieve annual revenue targets by identifying client needs, recommending appropriate products and services, and executing transactions effectively.

- Proactively seek out and capitalize on business opportunities to increase our client's market share within the private banking sector.

- Provide expert advice on investment products and services, staying abreast of market trends and developments to deliver tailored solutions to clients.

- Actively engage in prospecting and networking activities to acquire new UHNW/HNW clients, leveraging existing networks and building new ones.

- Maintain comprehensive knowledge of our client's product suite, contributing insights for the development of new products and services to meet client needs.

- Supervise and monitor delegated tasks to ensure quality service delivery and meet client servicing needs effectively.

- Foster partnerships with other departments within our client's organization and third-party entities to maximize business synergies and enhance client experience.

Qualifications and Skills

- Bachelor's degree with a strong academic track record; CFA qualification is advantageous.

- Minimum 5-8 years of experience in Private Banking or related field.

- Demonstrated success in sales and relationship management, with a proven track record of achieving revenue targets.

- Strong interpersonal skills with the ability to build rapport and credibility with clients.

- Forward-thinking, self-driven individual with a proactive approach to business development.

- Proficiency in investment knowledge and client interfacing skills.

- Excellent communication and presentation skills.

Next Steps

To seize this exceptional opportunity, submit your resume through this job portal or email your application, along with a compelling cover letter showcasing how you will enhance our clients' success, to johnl@taleix.com with the subject line "AD/D - Private Banking RM"

License

John Liau

EA License: 24C2165

Personnel: R2196654

• Develop cost plans and contract documentation including budgetary estimates, bills of quantities and cost optional studies.
• Demonstrated experience across all aspects of cost management on a range of projects from feasibility studies to final account close-out
• Prepare tender documentation, evaluate, and prepare tender reports, review contractor valuations and other relevant documentation.
• Motivate team members, and drive towards positive client outcomes and meet deadlines in a fast-paced environment
• Critically analyze, challenge and brainstorm project requirements and deliverables, in order to find creative solutions and alternatives on behalf of clients
• To take line management responsibility as required

Qualifications

• Degree qualifications in Cost Management, Quantity Surveying or similar discipline with more than 10 years’ international experience working on complex industrial, science and technology projects (data center, manufacturing, lifescience/pharma etc) as a cost consultant.
• English language skills are required and additional Asia language skills would be an advantage
• Excellent communication skills, and strong business acumen, with the ability to drive outcomes on behalf of clients, develop new business, leverage current opportunities, and coordinate with construction and design teams to meet deadlines and deliverables
• A passion for work, and a strong commitment to producing high quality work, and in motivating others to strive for excellence, and to go the extra mile to meet client requirements.
• Experience in client management with solid experience in client facing environment that requires incumbent to utilize critical business development skills and advisory skills to enhance project delivery on value management, value engineering and life cycle costing.
• Be able to develop new business and leverage current opportunities to grow a cost management team.
• An ambition and ability to help develop Cost Management business in-country or/and Asia is essential

• Singapore-based opportunity
• Inclusive and diverse work environment
• Representing the Asia region for correspondent banking
• Relentlessly focused on the customer, you will leverage your strong payments and correspondent banking industry understanding to driver business development initiatives, strengthen existing client relationship and identify new opportunities for growth.

See yourself in our team:

This is an exciting opportunity to join the Institutional Client Coverage team, based in Singapore, in this newly created Associate Director role deepening and expanding our correspondent banking relationships across Asia.

Your Impact and Contribution

This position has responsibility for ongoing development and execution of strategic sales plans to promote CBA’s correspondent banking services to financial institutions across Asia. The role reports to the Executive Director, Institutional Client Coverage, based in Sydney, who is responsible for business development with Global Banks and offshore public sector clients in home market corridors.

As an Associate Director in Transaction Banking and Sales (TBS) for Bank customers, the role requires a blend of relationship management, strategic planning skills, ruthless prioritisation and commercial acumen to deliver value-added solutions and drive long-term client satisfaction with correspondent bank customers across CBA’s international network.

You will grow correspondent banking volumes each year in line with team objectives and manage economic returns while always employing sound risk and financial crime compliance management disciplines. You will work closely with your teammates in New York, London, Amsterdam, Singapore, Hong Kong, Beijing and Auckland to provide seamless cross-border connectivity across CBA’s network and drive service excellence with the world’s largest banks. This includes managing and facilitating the sales effort for significant cross-border deals to the network and ancillary business opportunities with global and regional bank clients. Your performance targets will be a blend of financial results, Asia bank coverage team feedback, calling efforts and resultant client outcomes.

Together with the global banks team you will identify customer pain-points, understand our customers’ aspirations and importantly how that intersects with CBA’s correspondent banking capabilities and value proposition. You will identify, pitch and close new to bank opportunities through your understanding of customers in your region and ability to interact as a key deal team member. You will also act as representative for the bank during Industry events and channel back any substantial trends, news, insights that enables CBA to remain at the forefront of correspondent banking developments.

We’re interested in hearing from people who have:

We are a customer-obsessed coverage team with a strong growth agenda and are looking for a passionate, insightful banker with an appetite for industry content development and thought leadership.

This hands-on role requires a highly motivated self-starter with proven experience working with global and Asia-based regional bank customers. As such, we require a highly skilled candidate with:

• Tertiary qualifications in a business-related discipline.
• Correspondent banking customer coverage, portfolio management and product sales experience
• Strong interpersonal, negotiation, communication and collaborative skills
• Curiosity and desire to drive change and deliver improvement across the business leveraging in-depth payments landscape understanding
• An understanding of risk management, particularly financial crime, credit and liquidity risks.
• Offshore banks experience, particularly ‘catch and throw’ relationship management will be highly regarded.

This opportunity will give you exposure to both clients and a wide range of stakeholders at all levels of the business while being part of a team that is scaling up quickly with focused, dedicated, and passionate efforts aligned around a shared vision to create the very best experience for our customers.

As the successful applicant you'll be rewarded with a structured career path within Institutional Banking and Markets business that offers a competitive market salary, annual performance incentives, and a flexible working environment.

You Will:

• Analyze where to deploy resources and develop partnership, investment, and/or acquisition strategies to drive long term strategic value
• Evaluate white space business, product, and market opportunities in the ecosystem
• Work with executives on fundraising activities and investor communication
• Develop operating and financial models to inform our business strategy and decisions
• Execute M&A transactions and investments that will have a material impact on the business

You Are:

• A strategic thinker and analytical in your approach to developing strategies
• Success-oriented and hold yourself accountable for delivering key outcomes
• Self-starter that can identify and prioritize opportunities to focus on
• Someone who consistently “goes the extra mile” in your work
• Someone who works collaboratively with people at all levels and across functions and cultures
• Someone with the ability to synthesize and communicate in a simple but effective manner to stakeholders and senior management

What You Will Bring

• At least 5 years of experience, preferably in top-tier investment banking, private equity, venture capital, strategy/management consulting or equivalent
• Strong analytical and problem-solving skills essential
• Strong Excel and PowerPoint skills required, ability to create and manage financial models
• Excellent written and verbal communication skillsTechnology, financial services and/or experience in a high growth environment is advantageous
• Bachelor’s degree or equivalent

End Date

Wednesday 27 March 2024

Salary Range

£68,202 - £75,780

We support agile working – click here for more information on agile working options.

Agile Working Options

Job Share

Job Description Summary

You'll be an experienced Embedded Finance sales professional, with a proven track record of winning clients in the SME/Mid-Core corporate market. You'll be passionate about delivering outstanding results, focused on client needs with a strong ability to build, nurture and close inbound and outbound pipeline.

Job Description

JOB TITLE: Associate Director – Embedded Finance

LOCATION(S): London

SALARY - £ 68,000 to £80,000

HOURS: Full-time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites

About the Opportunity:

We're looking for an Associate Director who'd be responsible for new business acquisition through both internal and external business development. There will be a sales delivery expectation through promoting our new Embedded finance proposition.
 

In this field-based role, no two weeks are the same. You'll use your self-motivation and determination to effectively schedule your own time to meet your varied commitments. You could be drawing on your expert knowledge to deliver presentations, portfolio reviews and training to key introducers, enabling them to identify and meet their customers’ card processing needs.

On other days you'll be out in the field, either virtually or physically, conducting meetings with prospective clients you have identified from your extensive network. Your business development skills will allow you to guide these customers from initial discussion, through to agreement and implementation.

Maintaining a dynamic and active pipeline of new business opportunities is a critical requirement. Using your excellent judgement, you'll put the customer at the centre of all activities. Given the nature of the role, travel will be required.

Why Lloyds Banking Group?

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What we'll need from you...

· Responsible for supporting the implementation of the new SME/MC client acquisition strategy and execution of merchant pipeline for a new innovative product.

· To be client facing and lead sales opportunities, working with cross functional teams to ensure success.

· Responsible for helping to build the new acquisition sales function and working as one team to successfully sell embedded finance in the market

· Constantly review and understand sales pipelines and business opportunities, redirecting focus where necessary, and reporting to senior management on progress and performance against target.

· Segment customer groups by target customer type, product offering, geography and operating model, developing go-to-market approaches appropriate to each.

· Collaborate with senior management and cross-functional leaders to combine market research, user insights, and product vision to drive strategic decision making and evolve the product offering to remain ahead of the market.

· Develop short, medium, and long-term sales plans at an individual level, based on payments strategies and work cross functionally with finance, compliance, marketing & product, to achieve those goals.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready to start growing with purpose? Apply today!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.